The [Fed's inflation tracker overhaul](https://www.marketwatch.com/story/feds-favorite-inflation-tracker-is-getting-an-overhaul-just-as-the-central-bank-weighs-interest-rate-hikes-whats-going-on-3ecb3a1c?mod=mw_rss_topstories) is getting all the political theater, but here's what actually matters: Treasury yields just hit 4.63% on the 10-year, and duration repricing is a silent margin executioner for companies with pricing power but high operating leverage.

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