The (https://www.cnbc.com/2026/08/03/yen-us-intervention-japan-market-currency.html) is getting framed as risk-on relief, but look deeper: the 30-year yield is sitting at 5.27%, and 20-year paper is at 5.28%. When the long end refuses to come down despite the Fed holding, that's not a macro tailwind—it's a refinancing time bomb for any company with debt rolling over in Q3-Q4.

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