[{"data":1,"prerenderedAt":274},["ShallowReactive",2],{"story-213014-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":46,"questions":47,"relatedArticles":69,"body_color":272,"card_color":273},"213014",null,"Treasury Yields Surge 55 BPS | Cross-Border Sellers Face Financing Crisis","- Oil prices hit $100+ amid Iran tensions; 10-year yields reach 2007 highs; working capital financing costs spike 200-400 BPS for e-commerce sellers",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,20,25,26,27,28,29,30,31,32,33,34,35,27,27,27,36,37,27,38,39,40,41,42,43,44,27,27,45],"https://s.yimg.com/lo/mysterio/api/531148bb12c72856d85b50920924d07e0d95303e3f4ad23eaa0eddb93c47ee5e/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fthe_wall_street_journal_hosted_996%2Fc50f3d9863537c4fe8210ffc70570e89.jpg","https://images.wsj.net/im-925351?width=1280&size=1.77777778","https://mezha.fsn1.your-objectstorage.com/ua/uploads/2026/09/28/markets-push-fed-rate-cut.webp","https://images.ft.com/v3/image/raw/ftcms%3A45dc67b3-da74-44b4-b2b1-967ef1323d18?source=next-article&fit=scale-down&quality=highest&width=1440&dpr=1","https://www.reuters.com/resizer/v2/PM7OY5ZXNNJUFLJDOQYBA6PXOE.jpg?auth=22352e4ca3b1b796383c314d516bc3a3dcb98969599fb92ae8d4db40e9ee3f19&width=1920&quality=80","https://static.dw.com/image/74145307_6.jpg","https://yonkerstimes.com/wp-content/uploads/2026/09/image-39.jpeg","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iV_FIpDtWJSU/v1/-1x-1.webp","https://cdn.zonebourse.com/static/resize/768/432//images/reuters/2016-09-04T233534Z_1_LYNXNPEC830XN_RTROPTP_2_RUSSIA-BASHNEFT.JPG","https://images.wsj.net/im-34062673/social","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://mezha.fsn1.your-objectstorage.com/ua/uploads/2026/09/28/oil-tops-108-as.webp","https://www.livemint.com/lm-img/img/2026/09/25/1600x900/logo/im-52674369_1790299748410_VPYS_1790299767127_fVDC_1d53f10c-2b87-41f3-a076-5b4372b870db_RaKJ.jpg","https://images.ft.com/v3/image/raw/ftcms%3A49abfe19-2fad-443d-b57e-2f4c72d51eb6?source=next-article&fit=scale-down&quality=highest&width=1440&dpr=1","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2164391765/image_2164391765.jpg?io=getty-c-w1536","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iwSs5BMFbbFI/v0/1200x675.jpg","https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20260925/0-2eef6045c7f27a94c6a11cc4e1ea0caa-0-3cc8cfa37eb870f7935b5ca00e64372c.jpg/big","https://storage.googleapis.com/media.mwcradio.com/mimesis/2026-09/28/2026-09-28T043358Z_1_LYNXMPEM8R08T_RTROPTP_3_GLOBAL-MARKETS.JPG","https://cdn.zonebourse.com/static/resize/768/432//images/reuters/2026-09/2026-09-25T220927Z_1_LYNXMPEM8O1YA_RTROPTP_4_USA-STOCKS.JPG","https://cdn.cboe.com/insights/0368d739fe1e447dbe760b737917610b","https://i.insider.com/6ab49622d15f8a5729749e85?width=700","https://europeanbusinessmagazine.com/wp-content/uploads/2026/03/vecteezy_symbolizing-wealth-and-financial-prosperity_70592408-1024x683.jpg","https://srpske.rs/uploads/articles/brent-oil-hits-108-trump-threatens-diesel-export-ban-16x9.webp","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ia3TiYwuUU3k/v3/400x225.jpg","https://substackcdn.com/image/fetch/$s_!mDyf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2f799f5c-cefa-4842-a0a0-331734b42e7b_1672x941.png","https://images.wsj.net/im-52674369?width=700&height=466","https://images.wsj.net/im-20119327?width=700&height=466","https://bloximages.newyork1.vip.townnews.com/wjournalpr.com/content/tncms/assets/v3/editorial/9/39/9395bc10-c2fa-4841-aacf-c945162bf3cd/6aba4fa86a7fe.image.jpg?resize=400%2C267","https://files.tradersunion.com/images/regional-news/custom-by-date/2026/09/28/small/3537039_small.jpg","https://storage.googleapis.com/media.mwcradio.com/mimesis/2026-09/28/2026-09-28T103657Z_1_LYNXMPEM8R0QT_RTROPTP_3_USA-STOCKS.JPG","https://www.reuters.com/resizer/v2/5NOBBJCH3ZNTNO5MYAKQRYMLVA.jpg?auth=3cb08df009321003dc59f315707313a879b102f585271167220ae44f6dc6e933&height=628&width=1200&quality=80&smart=true","https://dmarketforces.com/wp-content/uploads/2026/09/U.S.-Yields-Oil-Prices-Set-Tone-for-Global-Equities-Markets.jpg","https://pro.thestreet.com/_next/image?url=https%3A%2F%2Fwp.thestreetpro.com%2Fwp-content%2Fuploads%2F2026%2F09%2F9-28-26-direction-shutterstock_425863141.jpg&w=1200&q=75","https://bloximages.chicago2.vip.townnews.com/lufkindailynews.com/content/tncms/assets/v3/editorial/9/4a/94a452da-494f-5900-aa65-c9520ecb7f17/6ab9f1a14a205.image.jpg?resize=400%2C267","https://s.yimg.com/lo/mysterio/api/924fbfc67b82045e862ebdb5b8678cc05ebf97940e99993c808a006c44e679e4/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Freuters.ca%2F0f9d058c9a285598f95237305e7c1e3e.jpg","https://s.yimg.com/lo/mysterio/api/1c413091e6979ec955091a30405eec99c01f169f952ef93c9c003c45988b617e/lightyear_networkapi/resizefit_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Freuters.com%2Faaf6bd5f480aafc07e875cbfe89736aa.jpg","The September 2026 bond market selloff represents a critical financial inflection point for cross-border e-commerce sellers. Following President Trump's rejection of Iran's Strait of Hormuz reopening proposal on September 28, 2026, **US Treasury yields surged dramatically**: 10-year yields reached their highest levels since 2007, 30-year yields hit 2004 highs, and 2-year yields jumped 55 basis points in September alone. Simultaneously, **Brent crude oil climbed above $100/barrel for three consecutive weeks, up 17% in September**, with diesel crack spreads reaching record highs of $75 compared to historical averages of $15. These interconnected shocks create an immediate financing crisis for sellers relying on working capital loans, inventory financing, and expansion credit.\n\n**For cross-border sellers, the financial impact is multifaceted and urgent.** Rising Treasury yields directly translate to higher borrowing costs across all credit products: inventory financing APRs typically increase 200-400 basis points when 10-year yields rise 100+ basis points, meaning a seller with a $500K inventory loan faces an additional $10K-20K in annual interest expense. Working capital financing through supply chain finance providers (like Taulia, Fintech Acquisition, or bank-based programs) becomes significantly more expensive as lenders price in higher funding costs. The Federal Reserve has priced in a 66% probability of rate hikes in October with 90 basis points of total tightening anticipated, with rate cut expectations eliminated until mid-2028—signaling a structurally higher neutral interest rate environment resembling 1990s levels. This means sellers cannot expect relief; they must assume higher financing costs as the new baseline.\n\n**Shipping and logistics costs compound the financing pressure.** Diesel crack spreads at $75 (vs. $15 historical average) translate directly to 3PL and fulfillment costs: a seller shipping 10,000 units monthly via air freight faces $8K-15K monthly cost increases, while ocean freight costs rise $2K-5K per 40-foot container. Combined with higher financing costs, sellers' cash conversion cycles extend by 15-30 days as they hold inventory longer to absorb cost increases. Currency volatility intensifies the problem: rising US yields attract capital inflows, strengthening the USD against emerging market currencies (CNY, INR, VND), making sourcing from Asia 5-8% more expensive for USD-based sellers. Sellers with variable-rate debt obligations face immediate margin compression; those with strong cash positions can negotiate better terms with lenders and suppliers, creating a bifurcated market where well-capitalized sellers gain competitive advantage.\n\n**The geopolitical dimension adds supply chain uncertainty.** Middle East crude exports rebounded to 12.8 million barrels per day in September (highest since conflict began), but the Hormuz Strait remains a geopolitical flashpoint. Sellers reliant on Middle Eastern trade routes or oil-dependent logistics face supply chain disruption risk. Australia's central bank is expected to raise rates to 15-year highs, signaling global monetary tightening that will suppress consumer demand across Asia-Pacific markets. However, AI sector strength and robust PMI data have prompted upward revisions to economic growth forecasts, with Atlanta Fed GDPNow predicting Q3 2026 GDP growth at 5.0%—suggesting demand resilience in developed markets despite higher financing costs.",[48,51,54,57,60,63,66],{"title":49,"answer":50,"author":5,"avatar":5,"time":5},"Which sellers are most vulnerable to this financing and logistics cost shock?","Sellers with variable-rate debt, high inventory levels, and Asia-sourced products face the greatest vulnerability. Specifically: (1) Sellers with $500K+ in outstanding inventory financing at variable rates face immediate APR increases of $10K-40K annually; (2) High-inventory sellers (electronics, home goods, apparel) with 60+ day inventory holding periods face $15K-30K monthly cost increases; (3) Sellers sourcing 80%+ from Asia face 5-8% cost increases from USD appreciation; (4) Sellers reliant on Middle Eastern trade routes face supply chain disruption risk. Conversely, sellers with strong cash positions, fixed-rate financing, nearshored supply chains, and low inventory levels gain competitive advantage. The bifurcation is immediate and structural.",{"title":52,"answer":53,"author":5,"avatar":5,"time":5},"What immediate actions should I take to mitigate financing and logistics cost increases?","Immediate actions (0-30 days): (1) Refinance variable-rate inventory financing to fixed-rate before rates rise further—lock in 10-12% APR now vs. 12-14% in 60 days; (2) Negotiate extended payment terms with suppliers (30-45 days vs. 15-30 days) to improve cash conversion cycles; (3) Implement FX hedging for 50-75% of next 6 months' sourcing via forward contracts or options; (4) Audit inventory levels and reduce safety stock by 10-15% to free up $50K-200K in working capital. Strategic actions (1-3 months): (1) Evaluate nearshoring (Mexico, Vietnam) to reduce FX exposure and shipping costs; (2) Consolidate 3PL providers to negotiate volume discounts offsetting 20-30% of cost increases; (3) Implement demand forecasting to minimize expedited shipping. These actions unlock $50K-300K in working capital and reduce annual financing costs by $20K-60K.",{"title":55,"answer":56,"author":5,"avatar":5,"time":5},"What is the cash conversion cycle impact of higher financing costs and shipping delays?","Higher financing costs extend cash conversion cycles by 15-30 days as sellers hold inventory longer to absorb cost increases and reduce expedited shipping. A seller with a 60-day cash conversion cycle (30 days inventory + 30 days receivables) faces an effective 75-90 day cycle. This ties up an additional $125K-250K in working capital per $1M in monthly revenue. Combined with higher financing costs (200-400 BPS), the total working capital cost increases 25-35%. Sellers with strong cash positions can negotiate better payment terms with suppliers (extending payables 15-30 days) to offset the cycle extension. Weak cash position sellers face margin compression of 2-4%.",{"title":58,"answer":59,"author":5,"avatar":5,"time":5},"Should I hedge my FX exposure given the strong USD and geopolitical uncertainty?","Yes, FX hedging is critical in this environment. The strong USD (driven by rising Treasury yields) and geopolitical uncertainty (Iran/Hormuz tensions) create 5-8% currency volatility. Forward FX contracts lock in exchange rates 3-6 months ahead at a cost of 1-2% of transaction value. For a seller with $500K monthly sourcing from China, a 6-month forward contract costs $5K-10K but eliminates $25K-40K in potential FX losses. Options strategies (buying put options on USD) cost 0.5-1% but provide downside protection with upside participation. Given the Federal Reserve's commitment to higher rates through 2028, the USD is likely to remain strong; hedging is economically justified.",{"title":61,"answer":62,"author":5,"avatar":5,"time":5},"What is the impact of $75 diesel crack spreads on my 3PL and fulfillment costs?","Diesel crack spreads at $75 (vs. $15 historical average) represent a 400% premium. For a seller shipping 10,000 units monthly via air freight, this translates to $8K-15K monthly cost increases ($96K-180K annually). Ocean freight costs rise $2K-5K per 40-foot container. A mid-sized seller with 50,000 monthly units across mixed shipping modes faces $15K-30K monthly cost increases. These costs are passed through by 3PLs and carriers immediately; sellers cannot negotiate relief. The only mitigation is inventory optimization (reducing safety stock by 10-15%) and demand forecasting to minimize expedited shipping.",{"title":64,"answer":65,"author":5,"avatar":5,"time":5},"How does the stronger USD from rising Treasury yields affect my sourcing costs from Asia?","Rising US Treasury yields attract capital inflows, strengthening the USD against emerging market currencies (CNY, INR, VND). A 5-8% USD appreciation directly increases sourcing costs for sellers buying from China, India, or Vietnam. A seller importing $1M monthly in goods faces $50K-80K monthly cost increases. This effect compounds with higher financing costs: sellers must finance more expensive inventory while paying higher interest rates. The only hedging strategy is forward FX contracts (locking in exchange rates 3-6 months ahead), but hedging costs 1-2% of transaction value. Sellers should evaluate nearshoring (Mexico, Vietnam) or domestic sourcing to reduce FX exposure.",{"title":67,"answer":68,"author":5,"avatar":5,"time":5},"How much will my inventory financing costs increase from the Treasury yield surge?","When 10-year Treasury yields rise 100+ basis points (as they have in September 2026), inventory financing APRs typically increase 200-400 basis points. A seller with a $500K inventory loan at 8% APR will see costs rise to 10-12% APR, adding $10K-20K annually. For sellers with $1M+ in outstanding inventory financing, the impact reaches $20K-40K per year. The Federal Reserve has eliminated rate cut expectations until mid-2028, meaning these higher costs are structural, not temporary. Sellers should immediately lock in fixed-rate financing before rates rise further; variable-rate debt holders face urgent refinancing decisions.",[70,75,80,85,89,93,97,101,105,110,114,119,124,128,132,137,141,145,149,153,157,161,165,169,172,175,178,182,186,190,193,197,200,203,207,211,215,219,223,227,231,234,237,240,243,247,251,254,258,262,265,268],{"id":71,"title":72,"source":73,"logo":38,"time":74},1575341,"Global bond markets deepen sell-off as oil climbs above $108","https://tradersunion.com/news/financial-news/show/3537039-global-bond-selloff-oil-above-108","3D AGO",{"id":76,"title":77,"source":78,"logo":13,"time":79},1575342,"FirstFT: Oil price rise puts more pressure on government bonds","https://www.ft.com/content/47019489-f00e-4c96-bb79-5c628c89b3a1?syn-25a6b1a6=1","4D AGO",{"id":81,"title":82,"source":83,"logo":26,"time":84},1575340,"The correlation between oil prices and U.S. Treasury yields has surged to a record high. Are bond traders overpricing the impact of oil price shocks?","https://news.futunn.com/en/post/1000207017/the-correlation-between-oil-prices-and-us-treasury-yields-has","6D AGO",{"id":86,"title":87,"source":88,"logo":17,"time":74},1575345,"Emerging Stocks Slide as Oil Gains on Renewed Mideast Tensions","https://www.bloomberg.com/news/articles/2026-09-28/emerging-stocks-slide-as-oil-gains-on-renewed-mideast-tensions",{"id":90,"title":91,"source":92,"logo":11,"time":84},1575346,"The Head-Scratching Correlation Between Oil and Bond Yields","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-25-2026/card/the-head-scratching-correlation-between-oil-and-bond-yields-pTbqzfUalYKHdISTts6Q",{"id":94,"title":95,"source":96,"logo":33,"time":79},1575343,"Watch Oil Rise Piles More Pressure On Bonds","https://www.bloomberg.com/news/videos/2026-09-28/the-opening-trade-9-28-2026-video",{"id":98,"title":99,"source":100,"logo":12,"time":79},1575344,"Markets Push Fed Rate-Cut Expectations to Mid-2028 as Oil and Bond Yields Rise","https://mezha.net/eng/news/98d0ec24_markets_push_fed",{"id":102,"title":103,"source":104,"logo":20,"time":74},1575349,"US yields rise with oil prices","https://www.tradingview.com/news/reuters.com,2026:newsml_L6N45K0SD:0-us-yields-rise-with-oil-prices",{"id":106,"title":107,"source":108,"logo":19,"time":109},1575347,"Streetwise: Bond Traders Are Paying Too Much Attention to Oil Prices","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-24-2026/card/streetwise-bond-traders-are-paying-too-much-attention-to-oil-prices-6ZIu6H0W3ZdPZ6ypsPfk","7D AGO",{"id":111,"title":112,"source":113,"logo":35,"time":109},1575348,"Bond Traders Are Paying Too Much Attention to the Oil Price","https://www.wsj.com/finance/investing/bond-traders-are-paying-too-much-attention-to-the-oil-price-faa6a6cb",{"id":115,"title":116,"source":117,"logo":30,"time":118},1575330,"The biggest short-term driver of your bond portfolio may be oil prices, an economist says","https://www.businessinsider.com/bond-yields-10-year-treasury-market-oil-prices-2026-9","8D AGO",{"id":120,"title":121,"source":122,"logo":29,"time":123},1575331,"Week of 9/21/2026: Oil-Rates Correlation Jumps to a 35-Year High","https://www.cboe.com/insights/posts/week-of-9-21-2026-oil-rates-correlation-jumps-to-a-35-year-high","10D AGO",{"id":125,"title":126,"source":127,"logo":16,"time":84},1575334,"Rising Oil Prices Drive US Treasury Yields Higher","https://yonkerstimes.com/rising-oil-prices-drive-us-treasury-yields-higher",{"id":129,"title":130,"source":131,"logo":24,"time":123},1575335,"Oil-Rates Correlation Jumps To A 35-Year High","https://seekingalpha.com/article/4948474-oil-rates-correlation-jumps-to-35-year-high",{"id":133,"title":134,"source":135,"logo":15,"time":136},1575332,"Could the oil shock become a global debt shock?","https://www.dw.com/en/could-the-oil-shock-become-a-global-debt-shock/audio-79337348","12D AGO",{"id":138,"title":139,"source":140,"logo":18,"time":74},1575333,"TREASURIES-US yields rise with oil prices","https://www.marketscreener.com/news/treasuries-us-yields-rise-with-oil-prices-ce785adcde88f123",{"id":142,"title":143,"source":144,"logo":5,"time":109},1575338,"Global Markets Face Pressure as Bond Yields Surge and Oil Prices Rise","https://www.gurufocus.com/news/9095448/global-markets-face-pressure-as-bond-yields-surge-and-oil-prices-rise",{"id":146,"title":147,"source":148,"logo":34,"time":118},1575339,"Oil Volatility Points to Rates Vol Moving Higher","https://thedarksideoftheboom.substack.com/p/oil-volatility-points-to-rates-vol",{"id":150,"title":151,"source":152,"logo":22,"time":109},1575336,"Bond traders are paying too much attention to the oil price","https://www.livemint.com/global/bond-traders-are-paying-too-much-attention-to-the-oil-price-11790299742892.html",{"id":154,"title":155,"source":156,"logo":5,"time":123},1575337,"\"War Costs and High Oil Prices\" Iran War Rattles U.S. Financial Markets as Pressure Mounts for Fed Tightening and Higher Treasury Yields","https://economy.ac/news/2026/09/202609295718",{"id":158,"title":159,"source":160,"logo":45,"time":74},1575360,"Morning Bid: Entering the home stretch","https://finance.yahoo.com/economy/policy/articles/morning-bid-entering-home-stretch-103657944.html",{"id":162,"title":163,"source":164,"logo":27,"time":79},1575363,"Morning Bid: A new neutral rate, much like a decades-old one","https://wkzo.com/2026/09/28/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":166,"title":167,"source":168,"logo":5,"time":74},1575320,"U.S. debt sell-off extends on $106 crude oil and hawkish central bank outlooks","https://www.investing.com/news/forex-news/german-yields-pause-traders-weigh-sticky-energy-inflation-in-data-packed-week-4919522",{"id":170,"title":163,"source":171,"logo":27,"time":79},1575364,"https://www.933thedrive.com/2026/09/27/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":173,"title":163,"source":174,"logo":27,"time":79},1575361,"https://wtaq.com/2026/09/27/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":176,"title":163,"source":177,"logo":27,"time":79},1575362,"https://whtc.com/2026/09/28/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":179,"title":180,"source":181,"logo":5,"time":74},1575323,"Rising Oil Prices Push Treasuries and Bunds into Higher-Yield Ranges, Inflation Data in Focus","https://www.vtmarkets.com/en-ca/live-updates/rising-oil-prices-push-treasuries-and-bunds-into-higher-yield-ranges-inflation-data-in-focus",{"id":183,"title":184,"source":185,"logo":37,"time":74},1575324,"Think Strategically: The New Price of Money","https://www.wjournalpr.com/opinion/think-strategically-the-new-price-of-money/article_01984f47-b8d1-4a60-9c57-c89029175179.html",{"id":187,"title":188,"source":189,"logo":21,"time":74},1575321,"Oil tops $108 as bond markets brace for US jobs data and Fed signals","https://mezha.net/eng/news/b6c0929c_oil_tops_-108",{"id":191,"title":163,"source":192,"logo":43,"time":79},1575365,"https://lufkindailynews.com/news_reuters/business/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one/article_4ef91d0e-56f5-58e2-af07-8f642b6dfa3e.html",{"id":194,"title":195,"source":196,"logo":41,"time":74},1575322,"U.S. Yields, Oil Prices Set Tone For Global Equities Markets","https://dmarketforces.com/u-s-yields-oil-prices-set-tone-for-global-equities-markets",{"id":198,"title":163,"source":199,"logo":27,"time":79},1575366,"https://wincountry.com/2026/09/28/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":201,"title":159,"source":202,"logo":39,"time":74},1575327,"https://whtc.com/2026/09/28/morning-bid-entering-the-home-stretch",{"id":204,"title":205,"source":206,"logo":31,"time":74},1575328,"US 10-Year Yield Hits 5.23%, Highest Since 2007","https://europeanbusinessmagazine.com/oil-the-fed-and-big-techs-borrowing",{"id":208,"title":209,"source":210,"logo":20,"time":79},1575325,"A new neutral rate, much like a decades-old one","https://www.tradingview.com/news/reuters.com,2026:newsml_L4N45K02R:0-a-new-neutral-rate-much-like-a-decades-old-one",{"id":212,"title":213,"source":214,"logo":32,"time":79},1575326,"Brent Oil Jumps to $108 as Trump Weighs Diesel Export Ban","https://srpske.rs/en/news/ekonomija/2026/09/28/brent-oil-hits-108-trump-threatens-diesel-export-ban",{"id":216,"title":217,"source":218,"logo":5,"time":74},1575329,"Bond selloff deepens: why experts are already discussing 10-year yields hitting 6%","https://invezz.com/ie/news/2026/09/28/bond-selloff-deepens-why-experts-are-already-discussing-10-year-yields-hitting-6percent",{"id":220,"title":221,"source":222,"logo":10,"time":74},1575352,"Selloff in U.S., European Government Bonds Deepens","https://finance.yahoo.com/economy/policy/articles/selloff-u-european-government-bonds-104300188.html",{"id":224,"title":225,"source":226,"logo":5,"time":79},1575353,"Morning Bid: A New Neutral Rate, Much Like a Decades-Old One","https://money.usnews.com/investing/news/articles/2026-09-28/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":228,"title":229,"source":230,"logo":40,"time":74},1575350,"COMMENTARY: Morning Bid: Entering the home stretch","https://www.reuters.com/commentary/reuters-open-interest/global-markets-view-usa-2026-09-28",{"id":232,"title":217,"source":233,"logo":5,"time":74},1575351,"https://invezz.com/news/2026/09/28/bond-selloff-deepens-why-experts-are-already-discussing-10-year-yields-hitting-6",{"id":235,"title":163,"source":236,"logo":27,"time":79},1575356,"https://kfgo.com/2026/09/27/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":238,"title":163,"source":239,"logo":5,"time":79},1575357,"https://live.euronext.com/en/financial-news/morning-bid-new-neutral-rate-much-decades-old-one",{"id":241,"title":159,"source":242,"logo":44,"time":74},1575354,"https://ca.finance.yahoo.com/news/morning-bid-entering-home-stretch-104035390.html",{"id":244,"title":245,"source":246,"logo":5,"time":74},1575355,"Morning Bid: Entering the home stretch By Reuters","https://www.investing.com/news/commodities-news/morning-bid-entering-the-home-stretch-4919786",{"id":248,"title":249,"source":250,"logo":25,"time":74},1575316,"Bond Selloff Resumes as Oil Rises After Trump Spurns Iran Offer","https://www.bloomberg.com/news/articles/2026-09-28/bond-selloff-resumes-as-oil-rises-after-trump-spurns-iran-offer",{"id":252,"title":163,"source":253,"logo":14,"time":79},1575317,"https://www.reuters.com/markets/europe/global-markets-view-europe-2026-09-28",{"id":255,"title":256,"source":257,"logo":28,"time":74},1575358,"Entering the home stretch","https://www.marketscreener.com/news/entering-the-home-stretch-ce785adcdd80fe26",{"id":259,"title":260,"source":261,"logo":23,"time":79},1575315,"Bond sell-off deepens as oil prices rise","https://www.ft.com/content/d751ad99-531d-4990-9a4c-ee89a9fc1b2d?syn-25a6b1a6=1",{"id":263,"title":163,"source":264,"logo":27,"time":79},1575359,"https://kelo.com/2026/09/27/morning-bid-a-new-neutral-rate-much-like-a-decades-old-one",{"id":266,"title":221,"source":267,"logo":36,"time":74},1575318,"https://www.wsj.com/finance/treasury-yields-rise-amid-u-s-iran-diplomatic-stalemate-e763fe89",{"id":269,"title":270,"source":271,"logo":42,"time":74},1575319,"Oil, Bonds, and the Fed’s Dilemma","https://pro.thestreet.com/market-commentary/oil-bonds-and-the-feds-dilemma","#b40490ff","#b404904d",1790965891503]