Markets push back on Bessent, review preview … Greek clarity and second factor … Friday ..

J.K. Financial, Inc. Rate preview, Greek Update pending

Over that last few months, we talked (some may say too much, so we backed off a bit) about interest rates, Scott Bessent Treasury Secretary moves and challenges and affects,.,….

Bessent and crew want lower rates and have been attempting to force them lower… Did not work!

Koyfin line chart comparing US Treasury yields across a 1-year horizon ending in late September:10-Year Treasury Yield (US10Y): Orange line, trading at 5.147% (+0.61%). 2-Year Treasury Yield (US2Y): Blue line, trading at 4.899% (-0.08%). Trend & Structure: Both yields trend upwards throughout the spring and summer months, experiencing a steep upward acceleration through August and September. The 10-Year yield trades consistently above the 2-Year yield, illustrating a classic un-inverted, upward-sloping yield curve environment as long-term rates hit 5.147%.

Next week a full review of cause and more importantly effects…

Logo of JK Financial Inc featuring a stylized 'JK' in black, surrounded by the text '$TREET - ¢ENTS' in green and 'JKFINANCIALINC.COM' in black.

Thanks for the comments on the initial Greek Beta conversation, yes we were able to bring walking two dogs into a financial analysis.. for those confused, we will hopefully draw more clarity in our unintended part two, volatility coming next week… if all goes well…

An educational cartoon illustration explaining Beta in investing using a dog walking analogy. In the center, a person representing the Market Index (Beta 1.0) walks forward on a city sidewalk holding two leashes. On the left, a slow, stubborn elder English Bulldog represents low-beta, slower-moving investments (Beta 0.5). On the right, an energetic French Bulldog puppy bounds ahead, representing high-beta, faster-moving investments (Beta 1.5). Above them are dashed trend lines illustrating speed and magnitude relative to the walker's pace.

Logo for JK Financial Inc. featuring stylized initials 'JK' with the words '$TREET - ¢ENTS' and website 'JKFINANCIALINC.COM' in a circular design.

Ahhh…,,, all of that is next week, along with an end of the month video, quarter and a week before some fun regular annual fall travels…

Finally cooler here in the south….

Enjoy your Friday, weekend and talk next week!

John A. Kvale CFA, CFP

AI Content Authenticity: AI created the dog image. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Logo of JK Financial Inc featuring the text '$TREET - C¢NTS' with a stylized 'JK' in the center and the website 'JKFINANCIALINC.COM' at the bottom.

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