The [Fed's rate signal](https://www.cnbc.com/2026/08/20/yields-are-on-the-move-once-again-these-stocks-could-get-a-boost-if-they-keep-going-higher.html) has everyone fixated on duration compression and yield curve steepening. But here's the forensic angle: $C and $BAC are exhibiting divergent operational trajectories that mask balance sheet stress beneath headline profitability.

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