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DAILY BRIEF

Fed’s Waller says safety premium for Treasuries is gone, pushing neutr · desk brief, Thu 03 Sep 2026

By Helious Desk : machine-captured, methodology-governed market data. How we capture prints →

Treasuries (close 2026-09-02): 2s 4.39% (+0.0bp), 10s 4.79% (+0.0bp), 30s 5.27% (+0.0bp).

Tape (close 2026-09-02): VIX 15.2, 2s10s +43bp.

Narrative: Global bond yields fall after Fed governor says he may back holding rates steady

What mattered:

• Fed’s Waller says safety premium for Treasuries is gone, pushing neutral rate higher

• Global bond yields fall after Fed governor says he may back holding rates steady

• Fed's Waller channels his inner John Lennon with a plea to 'give disinflation a chance'

• Fed's Waller: Maybe doesn't mean you walk off a cliff, but yields may go up.

• Fed's Waller: If that reverses in august willing to pull trigger on rate hike.

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