#LongEndTreasuryPressure
About LongEndTreasuryPressure
Long-end Treasury pressure persists. On Sep 3, the 10-year briefly neared 4.8%, its highest since Nov 2023, while the 30-year stayed above 5%. US federal debt surpassed $40T; deficits, long-bond supply and inflation expectations lift term premium. Higher yields raise mortgage, corporate funding and government interest costs while weighing on equities, gold and BTC. Cooler jobs or inflation could ease yields, but risk assets remain exposed while debt supply and inflation risk persist.
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🚨 MARKETS BOUNCED — BUT DON’T GET TOO COMFORTABLE YET. 👀
September 3 Morning Brief 📝
US stocks finally broke their three-day losing streak, oil cooled slightly, and risk appetite started to return.
But crypto is still stuck around $77K, and the bigger macro picture remains uncertain.
🇺🇸 US Stocks • Dow: +0.56% → 53,061.95
• S&P 500: +0.46% → 7,666.68
#DailyOrbit
🚨 YIELDS ARE SPIKING — AND RISK ASSETS ARE PAYING THE PRICE.
Treasury yields pushing toward 4.8% is putting pressure on markets, and funds are dumping high-volatility assets first. SOL is taking a serious hit, with its one-day drop accelerating fast. 📉
When yields rise, crypto usually feels the pain first. 👀
#DailyOrbit
#Oil prices are heating up as Saudi crude exports hit a 9-year low, while Middle East and Russia-Ukraine supply risks intensify.
Rising oil could revive inflation → weaken Fed rate-cut hopes → pressure risk assets.
$BTC remains below strong $80K resistance, with $75K–$73K worth watching. $ETH looks weaker below $2,450.
For now, I’m staying cautious, avoiding aggressive longs and watching rebound resistance closely.#LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue
Crypto isn’t moving because people suddenly decided Bitcoin is digital gold.
@BCheque1 on why crypto is moving up:
"It's two things: yen intervention and Treasury buybacks. That’s what ignited the move higher in crypto.
People will always want to focus on the next coin to hit $100M, or the next move in their portfolio. Those are important conversations.
But you can’t lose sight of the macro. The yen and Treasury buybacks are what caused this move.”
Aktien steigen intraday, Renditen fallen, da die Märkte über den nächsten Schritt der Fed uneins sind
01:31 PM EDT, 09.03.2026 (MT Newswires) -- Die US-Leitaktienindizes legten intraday zu, während die Renditen von Staatsanleihen fielen, da die Märkte hinsichtlich des nächsten Schritts der Federal Reserve gespalten blieben.
Der Nasdaq Composite stieg nach dem Mittag am Donnerstag um 1,3 % auf 26.569,6, während der Dow Jones Industrial Average um 1,1 % auf 53.653,9 zulegte. Der S&P 500 kletterte um 1 % auf 7.744,5. Die Indizes beendeten die vorherige Handelssitzung höher und beendeten damit eine
