Everyone's debating whether the Fed cuts or holds, but (https://www.cnbc.com/2026/07/27/fed-interest-rates-july.html). The 10Y-2Y spread just hit 36bp — normal territory — but corporate refinancing risk is acute. JPM's net margin is on in annual revenue, yet the bank is sitting on in cash with a 12.5x debt-to-equity ratio.

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