Contrarian

Oct 12, 2026 · bearish

(https://www.marketwatch.com/story/the-bond-market-is-doing-the-feds-job-and-that-could-be-good-news-for-stocks-says-morgan-stanley-strategist-ec57b81a?mod=mw_rss_topstories)—the 10Y at 5.24% with another Fed hike signaled is already doing the tightening the Fed wanted to accomplish. The overlooked problem: this reprices terminal capex demand *before* data validates it.

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