#30YAbove5%For41Days
About 30YAbove5%For41Days
As of Sep 1, the 30-year yield had spent 56 trading days above 5% this year, 41 straight. It touched 5.259% on Sep 2, a 19-year high; the 10-year hit its highest since Nov 2023 before easing. Higher long rates reflect hike expectations, deficits, issuance and term premiums. Oil near $90 revived inflation worries, while Treasury buybacks target liquidity. CPI and the FOMC may cool yields, but supply and inflation risk could keep pressure on stocks, gold and BTC.
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🚨 YIELDS ARE SPIKING — AND RISK ASSETS ARE PAYING THE PRICE.
Treasury yields pushing toward 4.8% is putting pressure on markets, and funds are dumping high-volatility assets first. SOL is taking a serious hit, with its one-day drop accelerating fast. 📉
When yields rise, crypto usually feels the pain first. 👀
#DailyOrbit
📉 BTC & ETH Face Rising Macro Pressure
$BTC holds around $77K–$78K, while $ETH trades near $2.4K as higher oil prices, Treasury yields, and tighter financial conditions weigh on risk assets.
🛢️ Brent: ~$95
📈 10Y Yield: ~4.81%
⚠️ BTC support: $76K–$77K. Holding could stabilize sentiment; a breakdown may trigger deeper selling.#NFPTestsSeptHikeOdds #RobinhoodChainRWAvsMemes #DellAIServerBeat
Il rendimento a 10 anni del Giappone ha appena raggiunto il 3%.
La prima volta che succede dal 1996. A prima vista, sembra un altro titolo di mercato obbligazionario. Ma più ci penso, più questo cambiamento sembra importante. I rendimenti giapponesi sono aumentati mentre i mercati prezzano un'inflazione più forte, costi energetici più elevati, preoccupazioni fiscali e la possibilità di un ulteriore inasprimento da parte della BOJ. E non riguarda solo il 10 anni. Anche il rendimento a 5 anni ha raggiunto un massimo storico, mentre quello a 2 anni è a livelli che non si vedevano da più di tre decenni. Ciò che rende questo interessante per il mercato globale m
Stocks are getting hit by rising oil + yields
U.S. stock futures are lower today as oil prices and Treasury yields climb, with geopolitical tensions adding inflation concerns. The 10-year Treasury yield has moved close to 4.8%.
The market is also watching Friday’s U.S. jobs report for clues about the Fed’s next move. #DellAIServerBeat #JGB10YTops3% #StrategyBuildsCash
🚨 BTC & ETH AREN’T FIGHTING CRYPTO SELLERS — THEY’RE FIGHTING THE MACRO
$BTC is holding around $77K–$78K, while $ETH stays near $2.4K.
But the bigger threat right now isn’t just U.S.–Iran tensions. 👀
Oil prices are climbing, Treasury yields are rising, and financial conditions are getting tighter — a combination that can put serious pressure on risk assets.
So even if crypto looks strong on the surface, the macro backdrop is getting less friendly. ⚠️
The key question now:
#DailyOrbit
🩸BRUTAL: The US dollar is falling DESPITE the 30-year Treasury yield hitting its highest level in nearly two decades.
Higher yields normally attract capital and strengthen the dollar, but that's not happening.
The DXY dropped from nearly 102 to below 99 during August.
The yuan strengthened against the dollar and the yen surged 1.5% as BOJ hike expectations grew.
The $40 TRILLION national debt, rising deficits and concerns around the Treasury's expanded buyback program are all working against the currency.
Investors are demanding higher yields to hold long-term US debt, while the dollar continues to weaken.
Friday's jobs report is the next test.
Coin Bureau
🚨HUGE: The Treasury just bought back $12.5 BILLION of its own debt, and it could actually make inflation WORSE.
The buyback was funded by issuing MORE short-term T-bills, which act as near-cash and effectively inject liquidity into the financial system.
More liquidity while inflation remains above the Fed's 2% target works against the Fed's tightening efforts.
Even doubled, the annual buyback adds just $120 BILLION, or 0.4% of total US debt. The Fed's Covid-era QE was $4.9 TRILLION.
The likely real motive: mortgage rates were heading back toward 7% after falling toward 6% earlier this year, and Bessent needed to bring yields down.
Rising yields are not just a US problem. Japan, France, Germany and the UK are all surging as governments compete for the same capital.
One country buying its own debt won't fix a global bond selloff, per CME Group.
