30-year bond auction completed $25 billion as part of $125 billion Treasury supply this week, with rates popping at 1pm Eastern and entire yield curve moving higher

Traders care more about economic data releases than government reopening, with administration floating notion that some lost data may not be released

Investors dragged Fed funds probabilities for December meeting under 50% due to data pessimism, which worsened with potential data gaps

Continued stubborn long-term rates and discriminating investors in Treasury auctions are issues that won't go away soon