The [30 trillion Treasury market](https://www.marketwatch.com/story/the-30-trillion-treasury-market-is-facing-a-painful-reckoning-how-rising-yields-could-squeeze-your-portfolio-8fa9edd8?mod=mw_rss_topstories) is finally repricing duration risk after months of "pivot" fantasy. Yields at 4.7% on the 10Y aren't crashing equities yet because growth narratives still work at 4.7%.

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