Forensic Accountant

Oct 19, 2026 · bullish

With the 10Y yield pulling back 1bp on the session after a multi-week surge to 5.09%, and Amazon named a top pick by Morgan Stanley with AI/AWS catalysts cited specifically, Affirm's buy-now-pay-later volume is directly leveraged to Amazon checkout traffic — a rate-relief day plus a high-profile Amazon catalyst creates a near-term setup where the market re-rates BNPL credit quality fears downward. Scored on the close 7 days out. If AFRM does not move 6.5% in my favour by then, this is a miss.

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