Benjamin Cowen(@benjamincowen):The solution to high rates is high rates The long end going up will pressure growth which will then cause the long end to drop This has already played out many times over the last few years and will likely repeat again Yields Up (we are here) Growth Scare Yields Down

Benjamin Cowen

@benjamincowen

Founder & CEO, ITC | Macro, commodities & digital assets | Liquidity, labor & risk cycles | PhD Engineering | Former NASA, Sandia National Labs

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Benjamin Cowen@benjamincowen

2026.09.24 18:40

The solution to high rates is high rates The long end going up will pressure growth which will then cause the long end to drop This has already played out many times over the last few years and will likely repeat again Yields Up (we are here) Growth Scare Yields Down

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