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DAILY BRIEF

These 3 under-the-radar stocks could rally if Fed raises rates this we, 10s +1bp · Mon 14 Sep 2026

Treasuries (close 2026-09-11): 2s 4.63% (+7.0bp), 10s 4.96% (+1.0bp), 30s 5.35% (-2.0bp).

Tape (close 2026-09-11): VIX 15.84, 2s10s +33bp.

Narrative: Gold falls as Fed rate hike bets, rising Oil push Treasury yields to 5%

What mattered:

• These 3 under-the-radar stocks could rally if Fed raises rates this week

• 10-year Treasury yield hits 5% as oil prices jump and Fed meeting looms

• Saudi Arabia may be just days away from not being able to export much oil

• US 10-year Treasury yield briefly surges past 5% on sky-high diesel prices

• 10-year Treasury yield hits 5 percent

Follow this live on the Helious desk