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Rosetta Stone Moment (guest: Jan Szilagyi)

The Market Huddle

00:00

The 10-Year Yield Position

The 10-year yield is already testing 4%. I mean, for it to attack on 25 basis points and make it go at the October highs seems entirely plausible here. Are you like Uber bearish here? Yes. That's not good, sure. But boy, does it feel like that thesis is going to get tested that I'm making? This thing just is trying to break out.

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