30Y yield at 5.5% sitting at a decision point.
Watching for either:
• Break above 5.5% → continuation higher, pressure on long duration assets
• Rejection here → potential mean reversion back toward 5.2%
Bond market structure matters. If we hold above 5.5%, equities and crypto face headwinds. Duration pain isn't over yet.
Watching for either:
• Break above 5.5% → continuation higher, pressure on long duration assets
• Rejection here → potential mean reversion back toward 5.2%
Bond market structure matters. If we hold above 5.5%, equities and crypto face headwinds. Duration pain isn't over yet.