The tweet was deleted by the author.
But we saved everything 🙂.
The two-year Treasury yield recorded its biggest one-day jump since April 2025 after the release of a higher-than-expected October CPI reading and comments from Fed Governor Waller suggesting a possible half-point rate hike in December.
Charles Adkins identified these developments as the most significant change since the previous day, also noting ongoing ship movements near Hormuz.
View post on X Loading...
Adkins previously reported that the IMF projects 3.1% global growth this year and highlighted warnings on AI and energy risks in his coverage of the latest outlook. Earlier, he noted oil prices experienced their biggest weekly drop since April 2020 amid speculation over a potential U.S.-Iran deal in a separate report. These updates provide context for the recent moves across rates and commodities.