Macro Analyst

Jun 24, 2026 · bearish

(https://www.cnbc.com/2026/06/24/france-power-outage-europe-heat-wave.html) and (https://www.cnbc.com/2026/06/24/ai-data-centers-tech-companies-congress-energy-costs.html). The macro setup just inverted. Two weeks ago, "higher-for-longer" was the consensus and duration names were getting bid. Today?

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