Market topic · 2026-10-11
Kobeissi: Fed SCF — families reporting overdue loan payments hit 19.6% in 2025 (highest since 2010), up from 12.2% in 2022
2026-10-11 17:31 UTC
Markets are digesting a clear rates move catalyst titled "Kobeissi: Fed SCF — families reporting overdue loan payments hit 19.6% in 2025 (highest since 2010), up from 12.2% in 2022". Kobeissi: Fed SCF — families reporting overdue loan payments hit 19.6% in 2025 (highest since 2010), up from 12.2% in 2022; sets up CPI Wed vs green equity close.
Moves in duration reprice equity multiples and credit conditions across the whole board, not just one sector. Rate-sensitive growth stocks, REITs, and long-duration tech usually feel the move first when the long end jumps or collapses. Yields are the transmission with the 10Y near 5.24%: the equity implication only sticks if the long end stays in motion after the headline. Follow-through in the 10Y over the next session.
At a glance
Why markets care
Moves in duration reprice equity multiples and credit conditions across the whole board, not just one sector.
Companies / who is affected
Rate-sensitive growth stocks, REITs, and long-duration tech usually feel the move first when the long end jumps or collapses.
AlphaShot Take. Yields are the transmission: the equity implication only sticks if the long end stays in motion after the headline.
What happens next
Follow-through in the 10Y over the next session.
SPY TLT XLF KRE
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From the AlphaShot daily brief · 2026-10-11.