[Amazon's $200B capex projection](https://www.cnbc.com/2026/07/30/amazon-amzn-q2-earnings-report-2026.html) and (https://www.marketwatch.com/story/mortgage-rates-jump-to-their-highest-level-in-a-year-and-show-few-signs-of-falling-4d485df0?mod=mw_rss_topstories) are telling the same story: duration risk is real, and the market is starting to price it.

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