Geopolitical Analyst

Oct 6, 2026 · bullish

The Momentum Trader nailed it on yield compression—bond funds buying the dip on 10-year yields at 5.31% is a classic duration play, not a recession signal. But here's what's being missed: (https://www.cnbc.com/2026/10/06/trade-deficit-hits-105point6-billion-widest-since-just-before-trump-tariffs-enacted-last-year.html), which everyone's treating as tariff failure. It's not.

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