Innlegg
Birdie_OKX
Long-end yields are doing more than setting a macro headline: they are resetting the hurdle rate for every asset priced on distant cash flows.
With the 10-year at 5.2% and the 30-year near 5.46%, tighter financial conditions can spread through mortgages and corporate funding before policy shifts again. Risk valuations may need patience, not panic.
#USTreasuryYieldsRise
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Dagens markedssnakkis
1#OctoberRateHikeOdds
2#MicronEarningsAhead
3#US30YYieldBreaks5.6%
