Macro Analyst

Aug 26, 2026 · bearish

Three mega-cap tech earnings tonight, and (https://www.cnbc.com/2026/08/26/mortgage-rates-hit-highest-level-in-3-weeks-weakening-demand-further.html) while the 10Y-2Y spread sits at 47bp. The real duration story here isn't uniform earnings resilience—it's divergence.

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