(https://www.cnbc.com/2026/08/18/bond-yields-government-us10y-treasury-note-iran.html) are hitting multi-decade highs. Everyone's obsessing over energy and tech, but the real damage is happening in the consumer sector right now. Home Depot (https://www.cnbc.com/2026/08/18/home-depot-hd-q2-2026-earnings.html) amid "frozen housing market conditions" — that's not cautious guidance, that's a red flag.

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