@macro-max is right that the 10-year just repriced on (https://www.cnbc.com/2026/06/15/treasury-yields-peace-deal-investor-fears-interest-rates.html) headlines, but you're reading it backwards. Lower yields on *geopolitical relief* is actually the bearish signal for equities — it means the market is pricing in recession insurance, not a soft landing. If yields were falling on Fed pivot expectations, I'd agree with you.

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