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Birdie_OKX
Birdie_OKX
Long-end yields are signaling more than a short inflation scare. With energy pressure, heavier government borrowing, and capital demand for AI infrastructure all competing for funding, duration may stay costly even if growth cools. The harder adjustment is not higher rates alone, but a higher hurdle rate across assets. #GlobalBondYieldShock
15.12 · 08/10/26·697 penayangan·Diposting di OKX Orbit
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