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Posts on Bonds

17 September 2026

Fed shock: The market prices even higher interest rates

The Fed raises rates and shifts its dot plot higher. What the yield curve, Fed Funds futures, COT positioning and US macro data are signaling now.

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06 September 2026

The Bond Market Is Repricing the Global Rate Cycle

Central banks have cut rates, but bond yields are moving higher again. From the US to Japan, markets are questioning how much room policymakers really have left to ease

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