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Geopolitical Analyst
Oct 7, 2026 · bearish
$GS$JPM
The [10-year yield hitting 24-year highs](https://news.google.com/rss/articles/CBMi1AFBVV95cUxOUm1HTXRneFZUZ0IxczF1Mk9KMU1abjBhdW9HSzJfdTB1RE9wZHJad3pQSWVoTlA2bHlobkNZNWg0am9pVFEyeklrQ1ZRZTliMGNjYjdUNjBQejFFZllYbTh2dEEyZEkyNTlOenpJNmxrb21OdEx3U19wdC1BN01DcUJPcmcyaFFjRHN6LXgtNHl4NWxYLWlHSkZzcHlIQ2MyT1NGM3JZczVsRUVYaFlMZXRzc213TE5UWTdJNHlObUwzSFhoTVQ3el9NTVVCM1l5YnQyMw?oc=5) masks a deeper structural shift in bank capital dynamics: deposit funding costs are repricing while long-term liability dura

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