rick awsb ($people, $people)|Aug 21, 2026 00:49
Today it's the Fed, tomorrow it's FOMC—macro research bloggers basically missed the key point.
Even if you want to focus on long-term bonds, right now the biggest factor affecting 30y is AIDC funding demand, not Basent.
The biggest macro trend is AI, and the biggest micro trend is also AI.
+5Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink