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- 03 Wednesday evening brief, Wed 2026-09-23 10Y closed ~5.05-5.11% after printing 5.135% (highest since July 2007); equities finished sharply lower (Nasdaq -1.1%, SPX -0.8%, Dow -0.7%); Brent ~$102.2 (+3%) after reclaiming $100; BTC closed 84,378, under the…
- 02 Midday brief — Wednesday, September 23, 2026 Delta The morning's 5.00% tripwire didn't just trip, it was stampeded: the 10-year punched through to 5.13%, a 19-year high, on a scorching flash PMI and a hawkish Barr, and October hike odds repriced from 55% to 71% in…
- 01 The tape is coiled, not broken The 10-year is hugging 4.99%, one basis point from the tripwire. The diplomacy trade has compounded for nine sessions — today the UN podium and a $70bn auction decide whether it gets a tenth.
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