10-year Treasury yield just hit 5% — first time since Oct 2023. Fed decision this week. Stocks down, bonds screaming.
Bond market doesn't care about your hopium. When yields spike like this, it's a macro warning shot. Risk assets usually don't love this setup.
Watch how the Fed responds. If they hold or hint at more cuts while yields rip higher, that's a credibility problem. Market's pricing in something they're not saying out loud yet.
Bond market doesn't care about your hopium. When yields spike like this, it's a macro warning shot. Risk assets usually don't love this setup.
Watch how the Fed responds. If they hold or hint at more cuts while yields rip higher, that's a credibility problem. Market's pricing in something they're not saying out loud yet.
