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3:57
#creatorsearchinsights the bond market is in the spot light for multiple reasons. 1. Treasury yields are going nuts 2. Corporations are borrowing to build and expand AI Traditionally, when trying to understand liquidity risk and credit risk, we would look at credit spreads and asses the corporate borrowing rates versus the risk free rate. But, if treasuries are the baseline, what happens when that baseline is increasing??? Are they really tighter?? Yields demand a premium for risk. Food for thou
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