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Treasury Yields Drop Alongside New CPI High Around Sept 1, 2025
Aug 9, 2025 — Sep 8, 2025 May 14, 2026
Within a ~14-day window around September 1, 2025, two notable movements occurred concurrently: • 10-Year Treasury Yield fell to 4.22%, landing 2.4 standard deviations below its 60-day average (4.40% ± 0.08%) • Consumer Price Index reached a new high of 324.25, surpassing the previous peak of 323.29 These movements happened within the same timeframe, representing a statistical outlier in yields alongside fresh inflation highs. This timing represents co-occurrence rather than evidence of any relationship between the series. What factors might explain why bond yields would reach unusual lows during the same period inflation hit new peaks?