Research Flow
Ongoing market research
Daily / event-driven notes. Membership unlocks full PRO reports — not Library products.
Ztrader · Research
See the structure
Research Flow for ongoing notes — Intelligence Library for permanent assets.Membership ≠ Library · EN / 中文One-click translateAI read-aloudFree · switch language in the header
Intelligence Library
Permanent desk Bibles
Own the machinery once — 2 institutional Bibles (Yen Carry Bible · VIX Trading Bible). Membership never unlocks Library.
Codex · KnowledgeOpen Codex →
Tag map3 topics · 7 notes — optional
Knowledge Topology3 nodes · 7 articlesAuto-rotating mobile mode
Knowledge Topology3 nodes · 7 articlesAuto-rotating mobile mode
#bond
FEDPRO
LATESTNov 02, 2026
Why Are Bond Yields Falling While the Fed Is Hiking?
Investors fled AI stocks into Treasuries and pulled real yields lower, while oil kept a December hike priced.
Continue →
FEDPRO
Oct 05, 2026
Equity Risk Premium Turns Negative as 10-Year Yield Hits 5.28%
S&P 500 forward earnings yield (5.26%) now trails the 10-year Treasury (5.28%) because rates rose faster than earnings estimates.
Continue →
FEDPRO
Sep 29, 2026
Trump's 5% Treasury Yield Problem: What BofA's US‑China Stock‑Bond Chart Really Shows
China's near-record-low 10-year yield came with two decades of equity underperformance and capital controls that Chinese savers are already working around by buying US tech.
Continue →
FEDFREE
Sep 27, 2026
The US Bond Crisis | How We Got Here, From the 1951 Treasury-Fed Accord to Bessent's Buybacks
Treasury yields at their highest since 2007 are pricing a contest between the Treasury and the Federal Reserve over who sets the price of long-term American debt, and eighty years of bond market history show how that contest usually ends.
Read →
FEDPRO
Sep 23, 2026
Macro Weekly | 10-Year Yield Hits 5%: What It Means For The AI Trade
The market has not yet priced in the risks of over-collateralized AI chip loans, credit tightening, and inflation.
Continue →
FEDFREE
Sep 01, 2026
The Bond Primer 01 | Why Yield Will Tell You Everything
Bonds tell you what money costs, how much liquidity exists, what the market thinks inflation will do, whether governments can refinance themselves, and how aggressively investors are being paid to take duration risk.
Read →
FEDPRO
Jul 24, 2026
THE YIELD MAGIC 01 HOW THE CENTRAL BANK ACTUALLY MOVES RATES
The Fed does not set interest rates. It sets a corridor, then pays banks to sit inside it.
Continue →
免费加入 Telegram 频道每日宏观信号 · 波动率笔记 · 市场解读
JOIN FREE ↗