Short duration is winning

8 September 2026

Yield levels and the weekly cluster-score change of leaders against laggards, week of 7 September 2026 — Thematic cluster map, week of 7 September 2026. Weekly cluster-score change, leaders against laggards. Descriptive, not predictive.

Two weeks ago the disagreement was between price and the sell-side. This week the disagreement is inside the yield curve — and the equity tape has already picked a side.