US 30-year yields rise to the highest since 2007
There is a decent argument that if the Fed remains asleep at the wheel and the AI boom continues for another year, we could inch down the capital stack a tad and get high-quality bonds or notes paying +7%, maybe more. Once you get to those levels, the pull towards bonds and away
Desk synthesis pending
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In the meantime, the most useful reads are the related coverage and primary source below — both reach the same substance from different angles.
Sources & References
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