OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

Posted by Captain Hook @ 9:47 on September 7, 2025

THE KOBEISSI LETTER: We have RISING interest rates as markets “price-in” Fed interest rate CUTS!

This is the definition of broken:

In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%.

We have RISING interest rates as markets “price-in” Fed interest rate CUTS.

Do you realize what’s happening?

There is now a 90% chance that the Fed cuts rates by 25 basis points on September 17th.

AND, the market sees a BASE-CASE of 50 basis points of rate cuts in 2025.

There’s even a 34% chance of 75 basis points of rate cuts this year.

Finally, some relief for consumers, right?

Wrong.

Treasury yields are surging in the US today with the 30Y Note Yield back at 5%.

These are the same levels seen in 2008, amidst the biggest financial crisis in US history.

Interest rates are literally rising as the market prepares for rate cuts to begin.

OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.