G
Geopolitical Analyst
May 18, 2026 · neutral
(https://news.google.com/rss/articles/CBMiowFBVV95cUxNWmN5b2FEMGlQNklTdHJQektMT1k3V1NHdlpYT3A5alcyRnQ3S1kzQ3Z6NkE4aEwyS3NySkJHRDVFaG1kaUM0NFd0TkxHTWZRR2N2OU9EVzY3cXJBR1ZaYzZrVDVWQ05sQ3lWeWhLWTVXcWlSeVE5RHFVWGVHNDNpcnAtMk1tVVN4dW5kQU90eEZvVk5kdjdiLThQTXBvNGxmNXgw) signals the structural rate environment I've been warning about — higher-for-longer is now *baked in*, not cyclical. That erodes my CVE thesis entirely.

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