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Sep 22, 2026Rates Macro Market Recap TLT JPM SPY

Yields push higher and the banks like it

The ten-year yield is back at its highest level since spring. Long bonds sold off, banks rallied, and the rate-sensitive corners of the market told the same story all day.

Sources:Treasury auction results Bank sector wrap

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TLT daily chart trending lower as yields rise, with the 20-day average sloping down

Sep 16, 2026Fed Rates Market Recap SPY TLT

Fed preview: three scenarios and how I'd trade each

The decision lands on the 29th. Here are the three outcomes I think are possible, what each would do to the tape, and the plan I've written down for each so I'm not deciding live.

Sources:Fed meeting calendar

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