The 10 year UST is parabolic. What to look out for.
Subscribe on our website www.gmgresearch.com to read the full article.
The 10UST yield has been straight up since breaking that key 4.8% currently around 5.28%. But to put some context to it, since 1980, the average yield on a ten-year note is around 5.5 to 5.6 percent. Equities are still strong but this is not a level to chase. 7,600 on the S&P is key support for the short-term.
The Diesel export ban might put temp pressure on Gasoline.
Fidelity is targeting $300k on Bitcoin.
Do not chase into broader equity with this selloff in bonds across the world.
Apollo’s chief economist warns mass AI agent adoption could trigger a bank run.
Agents making the same optimal move at once could cause a flash crash.
Agents don’t even need to collude or coordinate. Same data = Same goal
Fewer optimal paths means tighter herding.