30-Year Treasury (ZB) — Fed 25bp hike on Sep 16 to 3.75-4.00% (first hike since 2023, 12-0 vote) with…
Market pricing structural bearish duration environment with 30Y at 5.34% (19-year highs); ZB at 107.56 near 52-week low after Fed 25bp hike on Sep 16 validated hawkish repricing cycle; Bessent buyback acknowledged as partial offset but insufficient to absorb $1.97T fiscal deficit supply; market expe
