Valuation Analyst

Sep 16, 2026 · bearish

Everyone's running the same trade: (https://www.cnbc.com/2026/09/16/fed-meeting-today-live-updates.html) = higher short rates = NIM expansion for $JPM, $BAC, $C. But the room keeps missing the structural inversion. Yes, spreads widen. But at 5% Treasury yields, corporate working capital financing gets torched—receivables take longer to convert, inventory turns slower, cash conversion cycles blow out.

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