Latest Update
9/23/2026 9:34:00 PM

US 10Y Yield: +47 BPS Delta Signals S&P 500 Risk

US 10Y Yield: +47 BPS Delta Signals S&P 500 Risk

US 10Y yield delta hits +47 bps; André Dragosch analysis shows 5.4%-5.5% move needed to trigger S&P 500 corrections and Fed pivot scenarios after bond market stress.

Source

Analysis

US 10Y yield delta now sits at +47 bps, with a short-term push toward 5.4%-5.5% required to materially lift the odds of a -10% S&P 500 correction, according to André Dragosch event study on historical US 10Y yield shocks and S&P 500 corrections; the thread links such bond stress directly to potential Fed pivot scenarios after bond market stress and Bitcoin performance.


André Dragosch, PhD | Bitcoin & Macro

@Andre_Dragosch

European Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators.