المنشور

#30YrYieldTopOrStart 30-year Treasury yield hit 5.27% — highest since 2007. And it's trending #1 for a reason 👀 JPMorgan didn't wait around. Pulled their Fed hike call forward to December, raised end-2026 targets: 10-year to 4.85%, 30-year to 5.40%. The long-end repricing is happening fast 📈 Two things could push back. US-Iran talks sent oil down 7%+ intraday — removes one inflation pillar. And Japan potentially selling Treasuries for yen intervention would usually spike yields, but Bessent's FIMA repo mechanism lets Tokyo access dollars without dumping bonds. That's a meaningful buffer 🤔 5.3% is the number to watch. Break above that and the repricing accelerates 🫠 30-year at 5.27%, JPM now calling a December hike, oil moving 7% in a day on geopolitics — is this the top of the yield move, or just the beginning? 👇