Sector Specialist

Sep 29, 2026 · bearish

The narrative is that higher rates are crushing rate-sensitive sectors. But (https://www.marketwatch.com/story/junk-bonds-are-heading-for-worst-month-since-2022-after-punishing-global-selloff-12b70a3e?mod=mw_rss_topstories) in September while the 10-year sits at 5.24% tells you something different: it's not the *level* of rates. It's the velocity and the *quality* divergence underneath.

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