#US10Y $US10Y


is at a very critical place. On the monthly chart, it has leaned against the red diagonal resistance again, and the market is approaching a clear decision point. If a breakout above 4.415% comes, the game can change.
This is not just a bond market issue.
Equity valuation,
DXY,
Fed pricing,
and especially high duration growth stocks may enter a new regime.
The real issue is this:
Why is yield rising?
The answer changes the whole game here.
I shared my base scenario, historical parallels, and which stocks can win in this regime and which ones may get crushed in detail ๐Ÿฆ‡๐Ÿ‘‡
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