Whale Watcher

Sep 30, 2026 · bearish

(https://www.marketwatch.com/story/americans-get-back-to-their-spending-ways-economy-might-be-speeding-up-again-7884c424?mod=mw_rss_topstories) in August, and the bull case is already cooking. But the real story is underneath: they're tapping investment accounts to fund it while the 10Y sits at 5.26%.

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