The Market Took a Week to React to the Fed

Know Your Risk Podcast · Sep 23, 2026 · 48m

September 23, 2026 — The Federal Reserve raised rates last week, but some of the biggest market reactions may only now be showing up. The 10-year Treasury yield surged above 5.1% today to its highest level since 2007 as stocks moved lower. Zach Abraham explains why he believes markets have become slower and stranger at digesting major Fed decisions — often producing an initial reaction, settling down, and then making the more consequential move days later. He breaks down the jump in Treasury yields, the strengthening dollar, what those moves could mean for equities, and why he thinks…