The Hike Phase: Fed Hikes, AI CapEx, and the Long-Yield Signal 0 ▲ Cameron Otsuka 34 minutes ago · Nature · hide · 0 comments The hike phase is underway. Matt Dines breaks down what to watch next: 2-year yields, commodity rollovers, credit spreads, AI CapEx, and the long-end signal that could eventually mark the start of the next expansion. No comments yet. Log in to reply on the Fediverse. Comments will appear here.
