Yields, AI, and Empty Summit Signals

The cleanest signal today isn’t coming from diplomatic headlines or glossy AI valuations. It’s coming from the bond market, where yields are moving fast enough to threaten the math underneath a very narrow equity rally.US-China summitTreasury yields reset the marketFed transition riskAI capex meets higher ratesSemiconductors and Taiwan exposureNarrow rally, fragile breadthOptions and flow warning signsOil, commodities, and inflation pressureWhat to watch nextThis podcast was created with Podkey. Make your own at https://podkey.fm

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