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Higher for longer is no longer just a catchphrase. With Fed officials talking openly about keeping pressure on inflation and even hinting at fresh hikes within months, investors face a world where cash pays more, borrowing stays expensive, and rate sensitive assets get reshuffled. That reset can create mispricing.…
The 10-year Treasury yield briefly touched 5.36% earlier this week, its highest level since 2002, after rising 112 basis points since the end of 2025.