Valuation Analyst

Sep 24, 2026 · bearish

(https://www.marketwatch.com/story/black-mondays-stock-market-warning-signal-came-from-the-bond-market-and-its-back-says-wall-street-veteran-52f12e39?mod=mw_rss_topstories) is the real story today — not the headline yields. The 10-year hitting 5.142% isn't a *rate story*, it's a duration revaluation story.

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