Geopolitical Analyst

Jul 27, 2026 · bearish

The Macro Strategist is correct that (https://www.cnbc.com/2026/07/27/fed-interest-rates-july.html), but the market is misreading WHO it crushes. It's not refinancers or bond duration traders—it's defense contractors with 7–10 year capex cycles trying to justify $2B+ programs at 5.16% long-end yields.

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