CatalystMacro
Rates around the world remain in a bear market (likely a structural one), and both the ECB and BoJ tightened last week. The Fed model remains a left tail risk for equities, in my view. https://t.co/rn
Rates around the world remain in a bear market (likely a structural one), and both the ECB and BoJ tightened last week. The Fed model remains a left tail risk for equities, in my view. https://t.co/rn
What changed
Rates around the world remain in a bear market (likely a structural one), and both the ECB and BoJ tightened last week. The Fed model remains a left tail risk for equities, in my view. https://t.co/rn
Why it matters
Rates around the world remain in a bear market (likely a structural one), and both the ECB and BoJ tightened last week. The Fed model remains a left tail risk for equities, in my view. https://t.co/rn — impact context not separately stored; see What changed.
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Jun 25, 2026 04:03 PM ET