Допис

#USTreasuryYieldsRise Bonds are starting to compete with everything 👀 The 10Y hit 5.2%, while the 30Y reached ~5.46%, its highest in 22 years. Mortgage rates are now around 7.45%. What stands out to me is the ripple effect. When risk-free yields climb this high, homes, corporate borrowing and expensive growth assets all face a tougher hurdle. Treasury buybacks may improve liquidity, but they don't make capital cheap. The real question for markets is becoming: why take more risk when cash