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Unclestocknotes
@Unclestocknotes
U.S. stock market influencer | Financial background | Global traveler | Sharing insights on markets, trade, and economics | Swim, basketball, golf enthusiast.
加入 May 2024
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FOMC minutes: unanimous 25bp hike to 3.75–4.00%; most saw another hike likely by year-end. 10Y hit 5.36%, 30Y ~5.72%. Higher yields pressure equity multiples and floating-rate borrowers. Earnings must do more work.
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