Rickler Feed: “rate of change matters more in bond yields. a huge sigma move will jus…”

Rickler Feed @rickler_feed · 3.96K subscribers

Post #111850 20 Sep 24, 2026, 23:33 UTC

rate of change matters more in bond yields. a huge sigma move will just cause the MOVE index to spike, credit spreads to widen. a slow grindy move reflects perhaps future growth/inflation expectations. Market is treading that line.

https://x.com/BlakeMillardCFA/status/2103144174497239197

X (formerly Twitter) Blake Millard, CFA (@BlakeMillardCFA) on X Rate of change matters. Equities start to care when the 10yr has a 2 standard deviation move, which equates to roughly 50 bps over one month or 30 bps over two weeks. We are getting there: curre…

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