#LongYields5%NewNormal

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About LongYields5%NewNormal

Long-end Treasury yields held after the Fed's Sept 16 25bps hike. The 10-year dipped to around 4.95% then returned to near 5%, the 2-year to around 4.73%, the 30-year above 5%. Walsh attributed the long-end to stronger growth, AI-driven capex, and geopolitics, but did not address fiscal deficits. If the 2-year stabilizes while the 10-year and 30-year hold above 5%, long-end pricing may reflect structural capital demand, inflation risk, and term premium, lifting the floor for high-beta assets.

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华尔街见闻
华尔街见闻
Správa aktiv JPMorgan: Americké dluhopisy klesly na "bod největší bolesti", je čas nakupovat dlouhodobé státní dluhopisy
Bob Michele, hlavní investiční ředitel společnosti JPMorgan Asset Management, uvedl, že jeho tým začal nakupovat dlouhodobé státní dluhopisy USA, Japonska a Austrálie, protože současné ceny jsou „opravdu příliš levné“ a dluhopisový trh dosáhl „kritického bodu extrémní bolesti“. Ve středu Michele v rozhovoru pro Bloomberg TV uvedl, že se kumulují různé pozitivní faktory: od minulého týdne, kdy Evropská centrální banka začala zvyšovat sazby, přes Federální rezervní systém až po páteční kroky Japon
Katie_OKX
Katie_OKX
#FedOctHikeOddsHit55% The Fed just hiked 25bp for the first time in over three years — and markets are already pricing another one in October at 55.4% 📈 The dot plot isn't subtle: most officials expect at least one more hike this year. This wasn't a one-and-done 👀 The inflation drivers keeping them hawkish: energy (Brent near $108), tariffs, and AI infrastructure spending that's injecting massive capex into the economy. All three persistent, none easy to solve with rate hikes alone 🫠 But here's the tension — growth, jobs, and earnings are all still resilient. The economy is absorbing higher rates better than most expected. Which raises the question: are stocks and BTC pricing in "one hike then pause," or genuinely comfortable with a prolonged higher-rate environment? 🤔 10-year yield above 5%. 30-year mortgage at 6.95%. These aren't small numbers 📉 First hike in three years, October odds already at 55% — is the market right to shrug this off, or is the real pain still ahead? 👇
TBNG_OKX
TBNG_OKX
#LongYields5%NewNormal The Fed hiked 25bps, but the long end barely blinked 👀 The 10-year briefly dipped toward 4.95% before returning near 5%, while the 30-year stayed above 5%. What caught my attention is the curve. If short yields stabilize but long yields stay elevated, this may be structural, not just Fed policy. AI capex, inflation risk and term premium are competing for capital. For BTC and high-beta assets, 5% long yields could become the new hurdle.
沙尼
沙尼
🚨 THE 5% LINE JUST BROKE — AND BITCOIN IS FEELING IT. The US 10Y Treasury yield has officially pushed above 5%, its highest level since 2007. Why does this matter for crypto? Because when risk-free US yields get this attractive, money has less reason to chase risky assets. #DailyOrbit
Peter Schiff
Peter Schiff
Gold's morning rise of over $100 is a clear no-confidence vote in the Fed's 25 basis point rate hike. Investors would rather own gold with no yield than 10-year Treasuries with a 5% yield, as that is not nearly enough to offset the purchasing power that will be lost to inflation.
Mirhadoll
Mirhadoll
🚨 THE 5% LINE JUST BROKE — AND BITCOIN IS FEELING IT. The US 10Y Treasury yield has officially pushed above 5%, its highest level since 2007. Why does this matter for crypto? Because when risk-free US yields get this attractive, money has less reason to chase risky assets. #DailyOrbit
Libra aura
Libra aura
92.4%! Markets are heavily pricing a 25bp September rate hike. The bigger risk is what comes next: October expectations are also pointing toward further tightening, keeping pressure on liquidity and risk assets. For $BTC and $ETH, the key isn’t just the hike—it’s the Fed’s guidance. A hawkish tone could add selling pressure, while a less-hawkish message may ease some of the pressure. #本周FOMC揭晓,加息能否落地? #FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates
huzaifa chohan
huzaifa chohan
$BTC is hovering around the $76,000 level. US stock futures are up ahead of today's FOMC meeting, while oil is down. Pre-market stock trading insights: ▫️Nasdaq futures is up 0.54% ▫️S&P futures is up 0.34%#FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates
Choice4u
Choice4u
#10-year US Treasury yield breaks 5% The yield on the 10-year US Treasury bond has surpassed 5.02%, reaching the highest level since 2007. The 10-year US Treasury yield has surged again, standing above 5.02%, setting a new high since 2007, as the global bond market faces continuous sell-offs.
Namsir
Namsir
-year US Treasury yield breaks 5% Latest data The 10-year US Treasury yield has surpassed the 5% threshold, reaching a recent high. The risk-free yield has risen, putting pressure on BTC simultaneously, with continuous outflows from spot ETFs.
币圈阿飞-OKB
币圈阿飞-OKB
#10年期美债收益率突破5% Nejnovější data Výnos desetiletých amerických státních dluhopisů překročil hranici 5 % a dosáhl víceletého maxima. Bezrizikové výnosy vzrostly, BTC je zároveň pod tlakem a spotové ETF fondy nadále odtékají. Tržní konsenzus Medvědí strana věří, že jak se výnosy amerických státních dluhopisů stanou atraktivnějšími, fondy se budou stáhnout z rizikových aktiv, jako je kryptoměna; jiní se domnívají, že hlavním problémem je, že nadměrné vydávání fiskálních dluhopisů zvýšilo úrokové sazby a krátkodobé pulzní šoky nemusí zůstat vysoké dlouho. Analyzujte základní logiku Americké státní dluhopisy jsou globálním kotvou cen aktiv, výnosy přesahují 5 % a náklady příležitosti na držení BTC rostou. Fondy budou upřednostňovat jistotní státní dluhopisy, ochota riskovat klesá a kryptosektor je vystaven tlaku. Do budoucna bude pozornost kladena na prohlášení ze zasedání FOMC. Osobní názory (pouze osobní názory, ne investiční rady) #本周FOMC揭晓 mohou nastat zvýšení sazeb? $BTC $ZEC $XAU
Saira anam
Saira anam
the more critical time period tonight. The market's core focus right now is still the FOMC; the expectation of a 25bp rate hike is already very high, close to 90%, so the simple fact of a "rate hike" has been largely priced in. What will truly determine the future direction of $BTC and $ETH is how hawkish Powell will be and whether further rate hikes will continue. BTC is currently still weak, and ETH jointly suppr#FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates