Real yields: The 10-year real yield hit about 2.7%, the highest since 2008.
Foreign Treasuries: Official foreign holdings fell to about 13%, the lowest this century.
September stocks: When the S&P is down this late in the month, history almost always stays red.
Food inflation: A UN food index hit its highest level since late 2022.
France yields: The French 10-year is near 4.56%, about a full point over Germany.
Oil and yields: The link between oil and the 10-year hit about 0.65, a multi-decade high.








