US 10Y Treasury yield closes below 4.65% by next Friday

• Result: Hit
• Called on 1 August 2026
• Graded on 5 August 2026
• Price when called: 4.68
• Target: 4.65
• Price at grading: 4.65
• Move since the call: -0.6%

Why she called it

shadow:7406ca1f-0cfe-4284-bf7b-5d3c7510443d | tweet: Disagree. The narrative is that rising commodity prices will force a Fed hike. The data says the opposite.

Core PCE, the Fed's preferred inflation gauge, just printed 0.1% MoM — half the consensus es

More calls on US10Y.

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