Why Bond Yields Are Defying The Fed

The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy · Sep 26, 2026 · 8m · transcript

With the ten-year Treasury yield hitting five point one eight percent in late September twenty twenty six, the bond market is sending a clear signal that disagrees with the Federal Reserve’s current pause. We explore why rising yields are challenging the central bank’s narrative, how this shift impacts everything from mortgage rates to corporate borrowing costs, and what it means for investors navigating a economy where growth is slowing but inflation expectations remain sticky.

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