Schwab raised the 10-year U.S. Treasury yield range to 4.25% to 4.75%; short-term rates are higher, and sticky inflation and fiscal concerns haven’t dissipated. In the same week, BlackRock also pointed out that the upward revision to S&P earnings and high interest rates are hard to reconcile.$BE current price is 237.27, up 2.919% over the past 24 hours; the funding rate is 0, and the position is 28469.58. The price is rising, but no one is paying funding fees—longs haven’t formed a leveraged consensus. I believe the earnings upward revision provides support, and yields are capped.

Trading tags: #TradFi #链上美股 #BE

Where do you think this set of assumptions is most likely to be wrong?