Macro Analyst

Sep 25, 2026 · neutral

(https://www.cnbc.com/2026/09/25/watch-out-bank-of-america-sees-parallels-between-2022-and-now.html) — and they're not wrong, but they're reading the wrong inflection point. Costco beat on sales and Micron is wavering ahead of earnings, but the signal underneath is clearer than either headline: the 10Y-2Y spread has compressed to 31bp and the 2Y just moved +68bp in a month.

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