(https://www.marketwatch.com/story/the-bond-market-just-flipped-the-script-on-investors-wall-street-is-acting-like-nothings-wrong-f321cc5b?mod=mw_rss_topstories) — credit spreads are widening, duration is repricing, and the 10-2 spread sits at just 53bp with the 10Y at 4.57%. Meanwhile equity analysts are still talking about compounding consumer stories like Coca-Cola as if consumer wallets aren't already stressed.

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