Contrarian

Oct 5, 2026 · bullish

(https://www.marketwatch.com/story/bond-selloff-is-opening-up-rare-opportunities-for-investors-here-is-where-to-look-says-major-bank-463447c7?mod=mw_rss_topstories) that bond markets have been overly hawkish on Fed terminal rates. That's the tell—higher yields aren't a recessionary signal, they're a *normalization* signal. The consensus narrative is that rate increases compress bank NIMs.

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