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PANDORA’S BOX
EVERYTHING GOT OUT. THE HOPE IS AT THE BOTTOM.
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THE ONE-WAY DOOR
The Ten Year Closed Above Five Percent On Friday
It last finished there in July 2007. The Fed raised the short rate five days earlier, and the long end went up with it instead of down.
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Both ends moved the same way. On September 16 the Fed set its target range at 3.75 to 4 percent on a vote of twelve to nothing. On Friday the ten year Treasury closed at 5.006 percent, its highest finish since July 2007.
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The familiar model says the central bank lifts the front end and the long end eases, because tighter money now means slower prices later. That is not what happened. Lenders are charging more to part with money for ten years at the same moment the Fed made parting with it overnight dearer.
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FROM OUTSIDE THE BOX
Trump Is Preparing a Financial Executive Order Unlike Anything Since 1971. Here’s What It Means for You.
Love him or hate him, and if you’re reading this, you love him, Trump plays to win.
He won in 2016 when nobody thought he could.
He came back in 2024 when they threw everything they had at him.
And right now, he’s preparing what insiders are calling the most consequential financial executive order any American president has considered in over 50 years.
This isn’t about tariffs. It’s not about the border.
It’s about something that touches every dollar in your pocket, your savings account, and your retirement.
The last time Washington made a move like this:
One asset gained 2,300% in under 10 years.
The people who saw it coming changed their financial lives forever. |
This time the stakes are even higher.
The U.S. is sitting on 8,133 tonnes of gold valued at 1973 prices.
One executive order from Trump corrects that, and sets off the biggest wealth transfer most living Americans have ever witnessed.
Trump’s base has always been the people the system forgot. Hard-working Americans who played by the rules while Washington rigged the game.
This is your chance to get ahead of it, before the order is signed, using the same strategy the ultra-wealthy have always used.
This is an advertisement. If you no longer wish to receive promotional emails, please unsubscribe here. Or write to: 5005 Lyndon B. Johnson Fwy. Suite 350, Dallas, TX 75244
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5.006
PERCENT, THE TEN YEAR CLOSE ON FRIDAY
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Every dollar borrowed at that level carries it for the full ten years. The Fed meets again on October 27 and 28, and nothing decided there changes the coupon on paper already sold. |
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Equities are not arguing the point. The S&P sits within two percent of its record while the bond market prices ten year money where it last stood before the financial crisis. Both of those are describing the same decade, and only one of them can be right about it.
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If you have been waiting for the long end to come back down before doing anything, that was not laziness. For fifteen years it always did.
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It did not this time, and the meeting that could move the front end is five weeks out.
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EVERY LEAD PASSES BEFORE IT RUNS
The One-Way-Door Test
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Can it be undone? The yield can fall tomorrow. The coupon on paper sold at Friday’s level cannot. It runs ten years. |
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Who is already repositioning? The bond desks. The equity desks are not, which is why the index still sits two percent from a record. |
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What does being late cost? Five weeks. The next Fed decision lands on October 28, and the long end does not wait for it. |
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FROM OUTSIDE THE BOX
If you already suspect where all of this is heading, then the useful question is no longer whether but how. The free Reagan Gold Group guide answers exactly that part: which specific coins and bars the IRS actually permits, how to roll existing retirement funds over without triggering taxes or penalties, what secure storage really involves, roughly what all of it costs, and how long the entire process typically ends up taking.
P.S. Practical rather than dramatic. Request it, read it, and act on it only if the numbers truly make sense to you. There is absolutely no cost and no obligation attached at any point whatsoever.
Reagan Gold Group does not provide financial, legal, or tax advice. This information is for educational purposes only and should not be considered investment advice. All investments carry risk, including loss of principal. Past performance is not indicative of future results. Consult your licensed financial advisor before making investment decisions.
This is an advertisement. If you no longer wish to receive promotional messages from this advertiser, please click here: Unsubscribe. Or write to: 2029 Century Park E Suite 400, Los Angeles, CA 90067 |
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ONE MORE FROM OUTSIDE THE BOX
Wall Street Just Paid $10 Billion for a Company With Almost No Revenue
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THE MOVE · WHILE THERE IS STILL TIME
Write down what your cash earns and what your debt costs, then set both next to 5.006.
Those are the only two numbers you control this week, and the gap between them is the whole decision. The caveat that would prove this wrong: if the long end falls back through the fours before the October meeting, Friday was a spike and waiting was the right call. |
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ALSO GOT LOOSE TODAY
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Brent settled at 104.87 dollars and West Texas at 100.30, with diesel at a record 6.45. |
RESOURCES |
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The Nasdaq 100 rebalancing that brought SpaceX into the index was executed at Friday’s close. |
MACHINES |
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The September 16 vote was twelve to nothing, and the committee next meets on October 27 and 28. |
MONEY |
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SOURCES · FOMC STATEMENT AND IMPLEMENTATION NOTE, SEPT 16 2026 · TREASURY DAILY YIELD CURVE, FRIDAY CLOSE · SETTLEMENT PRICES FOR BRENT, WTI AND DIESEL · NASDAQ INDEX REBALANCING NOTICE
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WHAT’S LEFT AT THE BOTTOM
The rate was set in an afternoon and it runs for ten years. What you decide about it takes one evening. WE WATCH THE BOX.
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