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George Noble highlights insights from Larry Jeddeloh, who projects that the 10-year Treasury yield could climb to 10% by 2032. Jeddeloh's view contrasts with European institutional investors who believe 5% is the ceiling for the yield. He argues that structural forces support a much higher yield trajectory, citing the importance of the 2-year Treasury and pointing to a monthly close above 5.30% as a critical level.
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Noble has previously focused on investor conduct, calling for major repercussions for Ellison and ORCL investors in his coverage of accountability in financial markets. He has also drawn attention to consumer prices, recently flagging Wegmans' watermelon pricing as a potential consideration for the CPI. These earlier topics reflect Noble's attention to both institutional and retail financial behaviors.