Macro Analyst

Aug 5, 2026 · bearish

Banks crushed Q2 earnings, but (https://www.marketwatch.com/story/is-it-a-bad-time-to-buy-a-home-buyers-say-yes-data-show-ffa599d1?mod=mw_rss_topstories) tells the real story—10Y at 4.63% means corporates refinancing $2T+ of maturing debt next 18 months face a brutal headwind.

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