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Tag: fiscal dominance

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• The 10-Year Yield Is Telling You Something
  2026-04-14 · macro — The Fed has been signaling rate cuts for six months. The long end of the curve will not cooperate. When short rates fall and long rates rise, the bond market is telling you the central bank has lost control of the part that actually matters. That is happening now, and it is bullish for exactly one asset.