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Glossary
Treasury yield
Treasury yield, the interest rate the US government pays to borrow money by selling bonds.
Bull 1
Watch 5
Bear 3
Predictions & track record (6)
Awaiting grading
The 10-Year Treasury Yield Hit 4.7% and Oil Got the Blame. So Why Didn't Inflation Expectations Move?
Check whether the August 5, 2026 US Treasury quarterly refunding statement drops the "at least" language guaranteeing stable auction sizes, which would signal more Treasury issuance ahead.
Awaiting grading
Trump says he's 'close' to a decision on a massive attack on Iran, Axios reports
Check within roughly two weeks whether the US actually carries out the strike on Iran that Trump described as bigger than ever before, or whether the rhetoric fades without action as it has before.
Awaiting grading
US 10-Year Treasury yield breaks above 4.70% for the first time since January 2025, topping last year's Liberation Day peak
Check whether the 10-Year yield keeps climbing past this level toward 5% or whether it retreats as Iran war tensions ease over the following two to three weeks.
Awaiting grading
S&P 500 erases $900 billion in market cap in a single day as Nasdaq 100 drops over 2.5% on Iran war escalation and tech earnings
Check whether the S&P 500 and Nasdaq 100 recover this single-day loss within a week, or whether the selloff deepens as the Iran war continues.
Awaiting grading
Bitcoin ETFs pull in $900 million in a week, the fastest pace since early May
Check in two weeks whether Bitcoin ETF weekly inflows keep accelerating past the $900M mark or fade back toward the prior week's $197M pace.
Awaiting grading
10-Year Treasury yield nears 4.70% high as Iran war adds 70bp premium
Check whether the 10-Year yield breaks above the 4.70% 52-week high and the 30-Year stays above 5.00%, or whether yields retreat as Iran war tensions ease.
9 related posts
Watch
The 10-Year Treasury Yield Hit 4.7% and Oil Got the Blame. So Why Didn't Inflation Expectations Move?
메르 (ranto28) · 2026-07-25
Watch
The S&P 500's Iran War Selloff Was Actually Three Different Days, and Iran Wasn't the Main Reason for Most of Them
The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
Watch
Iran rejects a US-brokered ceasefire pushed by Iraqi mediators, and the war enters its 145th day, market commentator Kobeissi reports
The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
Watch
Trump says he's 'close' to a decision on a massive attack on Iran, Axios reports
The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
Bear
US 10-Year Treasury yield breaks above 4.70% for the first time since January 2025, topping last year's Liberation Day peak
The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
Bear
S&P 500 erases $900 billion in market cap in a single day as Nasdaq 100 drops over 2.5% on Iran war escalation and tech earnings
The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
Bull
Bitcoin ETFs pull in $900 million in a week, the fastest pace since early May
The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
Bear
10-Year Treasury yield nears 4.70% high as Iran war adds 70bp premium
The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
Watch
SpaceX's bonds crater weeks after the IPO: the credit market's warning to Musk
메르 (ranto28) · 2026-07-20