⚠️ 5% 10-Year Rate Warning
“Once the 10-year nominal rates approach 5%, there's a very clear negative correlation between equities and the treasury yields”
Venu Krishna, Barclays.
“In fact, when we approached 4.5% on the 10, we had highlighted a red flag.” With rates stuck in this range, multiples stop helping and earnings must do the heavy lifting for SPY, QQQ, and the AI complex. The rally still has a rates ceiling.
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⚠️ 5% 10-Year Rate Warning “Once the 10-year nominal rates approach 5%, there's a very clear negative
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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