S7 E10 | CB3LIVE! October 2026

Yields haven't just climbed — they have charged. The 10-year Treasury pressed toward 5.30% in September as the 30-year reached 5.64%, and the broad market sold off in rotation. Market Proxy fell 2.00% against the S&P 500's 0.45% decline — and the damage came through the equity sleeves. The bonds did their job; it was the equity sleeves standing in the rain. And that's only the beginning. This Thursday on CB3 LIVE!, Charles connects the dots between: THE BOND BARRAGE — Yields at levels not seen since 2007. Short duration did its job too: the bond sleeve in Market Proxy barely moved while long bonds fell. That is why we own three-month paper, not thirty-year paper. WARSH'S NEXT DOSE — The Fed hiked 2026.09.16 and plainly told us: "We removed a dose of accommodation." With the dot plot reading sixteen-to-two for another hike this year, is October next? MUSE AND MICRON — Meta's Muse agent topped the App Store and ignited the AI trade's second wind. AMD crossed $1 trillion, the chip ETF ripped 6.2% in a week, and Micron's earnings put the memory cycle to the test. AND THE BIG QUESTION: What does all of this mean for your money?