EskiSignal
Bond Yields & Yield Curve
The Independence Premium: When Bond Markets Price Politics, Not Inflation
September 10, 2026
The 10-year Treasury yield reached 4.85% this week, its highest level since October 2023. The conventional explanation is inflation: oil...
Bond Yields & Yield Curve
Term Premium: Why Long Yields Can Rise While the Fed Sits Still
August 10, 2026
The Fed sets the overnight rate. It does not set the ten-year yield. In 2026 that distinction stopped being academic...
