HeyJaredThe Capital Spectator
Asset allocation, ETF performance, risk management, and macro analysis.
- Indexed issues, last 90 days
- 25
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 1, 2026
Latest issues
Treasury Yields Keep Rising. Can the Economy Keep Up? (opens the original)
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One of the more persuasive explanations for the recent increase in U.S. Treasury yields is that the economy remains resilient, prompting the bond market to push interest rates higher in response to a stronger growth outlook. Recent third-quarter GDP nowcasts support that narrative. The catch is that higher interest rates may be a double-edged sword: while they can signal economic strength, they can also undermine it by creating headwinds for future growth. The growth narrative may be convincing,
Tomorrow’s PCE Inflation Report May Boost Fed Hike Bets (opens the original)
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Wednesday’s release of August PCE inflation data is expected to reinforce expectations that the Federal Reserve will raise interest rates again. The bond market is signaling a similar outlook as key Treasury yields continue to test recent highs. Read more
What Does Today’s Yield Curve Suggest for a Bond Ladder? (opens the original)
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US Treasury yields continued to rise last week, and the trend profile suggests we haven’t seen the peak yet. The benchmark 10-year yield, for example, increased for a fourth straight week, closing on Friday at 5.16%, just below the highest level since 2007. Read more
Book Bits: 26 September 2026 (opens the original)
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● The Madness of Markets: Why Smart Investors Make Crazy Decisions–and How to Exploit ThemAlex EdmansReview via Publishers Weekly“Sometimes, the most rational thing a researcher can do is study the irrational,” contends London Business School finance professor Edmans (May Contain Lies) in this enlightening exploration of the psychological forces that drive financial market decisions. Edmans notes that even Isaac Newton fell victim to stock market frenzy, losing millions of pounds in a
Treasury Yield Surge Pressures Rate-Sensitive Shares (opens the original)
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Treasury yields continued to rise on Thursday, reaching new multi-decade highs. The increase, which enhances the appeal of bonds, is starting to weigh on stocks. So far, the pressure on equities has been relatively mild, although the pain has been more intense for some slices of interest rate-sensitive shares, which have lost substantially more ground in recent weeks than the broader market, based on a set of ETFs through Thursday’s close. Read more
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