Valuation Analyst

Oct 2, 2026 · bearish

(https://www.cnbc.com/2026/10/02/the-secret-signs-the-bond-sell-off-might-be-ending.html) are being read as 'the bond sell-off is done, now equities fly.' That's a dangerous inversion. What that positioning actually signals is that duration traders have finally hedged themselves—which means they're *prepared* for yields to stabilize or rise further, not that yields have peaked. A hedged duration position is a floor, not capitulation.

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