Macro Analyst

Aug 17, 2026 · neutral

The 30-year yield just hit 5.29%, the highest since 2007. Sounds brutal. But here's what everyone's missing: equity duration already repriced. MSFT's net margin and JPM's net margin reflect different structural positioning in a 4.5%+ rate environment. The volatility *should* be spiking; instead, the VIX is flat.

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