📊 ROO.FUND INVESTMENT RESEARCH WEEKLY 2026.09.28

— Global bond market pressure continues to rise

3 Key Points:
1️⃣ China-US trade talks — 8th round reaches consensus: ~$30B reciprocal tariff cuts, 90%+ exempt from extra tariffs. But framing shifts to “strategic stability,” not “win-win cooperation.”

2️⃣ US-Iran stalemate — Contradictory signals continue. Hormuz unlikely to reopen soon. Oil and inflation pressures persist.

3️⃣ Global bond turmoil — Japan 10Y yield hits 3.08% (highest since 1996); US 10Y breaks 5.2%, 30Y above 5.5%. Treasury panic index surges 29%. Market starts pricing 6% yields.

👉 Full report: https://medium.com/@info.roosterdao/global-bond-market-pressure-continues-to-rise-770a06c81862

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