Entire Treasury Yield Curve from 3 Months to 30 Years Has Risen since Fed’s Rate Cut, Bond Market Edgy about Inflation & Supply | Metals Mine

  • Entire Treasury Yield Curve from 3 Months to 30 Years Has Risen since Fed’s Rate Cut, Bond Market Edgy about Inflation & Supply

    From wolfstreet.com

    The 10-year Treasury yield closed on Friday at 4.11%, essentially where it had been for seven trading days, up by 12 basis points from October 28, the day before the Fed cut its policy rates, and up by 48 basis points since the first rate cut in this cycle in September 2024, when the 10-year yield was 3.63%. The 30-year Treasury yield rose to 4.70%. It was 4.55% just before the October rate cut, and 3.94% before the rate cut in September 2024. The Fed has now cut by 150 basis points, and the 30-year yield has risen over the same period by 76 basis points. Long-term yields are determined by the dynamics in the bond ... (full story)

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The Fool
Nov 9, 2025 8:47pm
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Ain't that a bitch?
Schultz
Nov 10, 2025 6:30am
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From the WSJ, behind a paywall, so I copy and paste -

A key development that appeared to break the logjam in the negotiations was that Senate Republicans proposed that some healthcare funding be provided directly to households rather than be used to pay for a one-year extension of enhanced ACA subsidies.

That GOP proposal involves sending federal money into flexible-spending accounts instead of to insurance companies that use the money to offset the cost of premiums, so consumers pay a smaller monthly bill.

Cash is white hot in the hands of those with a high marginal propensity to consume. This ain't gunna be temporary. Sweet inflation.
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Primordial1
Nov 10, 2025 6:02am
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Crazy
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