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September 30, 2026 - Inflation Cools. Bond Yields Surge. What Is the Market Pricing?
Inflation is moving in the right direction—but the bond market isn’t celebrating.
Treasury yields are pushing higher even as inflation data cools, creating a widening disconnect between the economic narrative and what rates markets are actually pricing. In this episode of Market Pulse, we break down why long-term yields can keep climbing even when inflation pressures appear to be easing—and what that means for equities, credit, housing, and the broader economy.
The key question is shifting from “Is inflation falling?” to “What return will investors demand to own duration?”
We examine the…
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