Everyone watches the 10Y, but the 2Y matters just as much when the market is repricing the Fed path. @artjlynch3 is worth following for that rates-to-equities read.
fr 2 year at 4.904 and up 0.85 bps is not noise. cash competes with stocks and growth bleeds while value leads. walter always delivers and @TylerWoolsey23 keeps the bigger picture in focus ngl. both always cook