The Hike Phase: Fed Hikes, AI CapEx, and the Long-Yield Signal 0 ▲ Cameron Otsuka 57 days ago · Nature · hide · Fediverse post 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. Commenting on Bubbles has been removed. Why? If you want to talk about this post, write to the author, use the comments on their blog if it has them, or reply with a "RE:" post on your own blog. Suggestions? feedback@bubbles.town
