The Relief Rally Has a Rate Problem
Oil and Treasury yields eased after the Fed hike, but restrictive rates and weak housing leave the rebound facing a global policy test.
The 10-year yield crossed 5% as the Fed and BoJ tightened, splitting AI resilience from weakening breadth. B2L maps what matters next.
Oil and Treasury yields eased after the Fed hike, but restrictive rates and weak housing leave the rebound facing a global policy test.
The Federal Reserve raised rates into firm growth and moved its projected path higher. Here is what that regime means for inflation, duration, equities, the dollar and crypto.