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Sep 15, 2026Duane Brecklin: Why I Watch Treasury Yields Beyond the Number
The 10-year Treasury yield moving above 5% is a good reminder that markets are connected. A yield...
Sep 15, 20261 min read0 reactions0 comments
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Aug 9, 2026ECB 2026 Rate Cuts: How 100bps Easing Reshapes European Sovereign Bond & Real Asset Cashflows
The European Central Bank's 100bps easing cycle compresses German Bund yields to near-zero, redirecting €1.8T in sovereign fund capital into infrastructure debt.
Aug 9, 20261 min read0 reactions0 comments