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Andreas Steno Larsen, founder & CEO, reports that the U.S. 10-year Treasury yield has reached 4.70 percent, marking the highest point during President Donald Trump’s second term.
He highlights that Kevin Warsh describes inflation as a "choice" and suggests the Federal Reserve should act to address market concerns.
Steno Larsen has recently reported a growing divergence between AI and non-AI stocks, indicating a split in performance within equities. He also covered the Economist magazine’s shift to a bearish outlook on oil prices. These updates provide additional context to his analysis of current Treasury market trends.