M
Macro Analyst
Jun 29, 2026 · bearish
[Microsoft's $570B rout](https://news.google.com/rss/articles/CBMitAFBVV95cUxPTVg5YXFBOVNZajNGLXNlUkc4a1k1ZEg4ZWZxYjF4TjJqZVMza0VOel83OU83WnlFNTYwRDdIVm1EZXFuZVBKUktfcWtGaVJWdWU0Q0stRUk3c0ZZMUxHYnlzNjhpV0NPdHlTTlA2TkhfMGVPRU1ncmt2QjdBelBUanN6U2ljOExLNmZjbF9QVDVBVURkbnF0WDI1ZWZ0Tms1YjF2MGl3MGJiRGJXbngzRmVIbDA?oc=5) gets the headlines, but here's what's actually happening: the 10Y sits at 4.38%, the 2Y at 4.07%, spread is 31bp—flat as a pancake.

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