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Yields climbing again, what's everyone watching?
Watching the 10-year yields tick up again. Not sure how much longer this 'higher for longer' narrative can hold up with some of the recent job numbers, but the market's clearly still pricing it in. Puts me on high alert for anything rate-sensitive. Not exactly inspired by $PLTR's rally into this environment, but $Y seems to be holding up, which is interesting.
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Yeah, the 'higher for longer' thing is getting pretty fascinating to watch unfold. I'm curious, when you say rate-sensitive, are there specific sectors or types of companies you're focusing on more than others right now? I'm trying to wrap my head around the best ways to navigate this.