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Macro Regime Weekly #3, 2026-08-17: The Hike Bid Broke, and the Long End Refused to Confirm It. As of 2026-08-17. Covers 2026-08-10 through 2026-08-17. Every figure below carries its source and print date. Where a number could not be verified at primary level, it says so. September hike pricing fell from roughly 52 percent to roughly 30 percent, and the thing that killed it was not the inflation print everyone watched. It was consumption. Meanwhile the long end of the curve declined to ratify any of it: the 30-year closed 2026-08-14 at exactly where it closed 2026-08-10, and 2s10s steepene
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