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The 10-year yield has increased by more than 25 basis points in four days this week, a move that has occurred only four times in recent years.
Andreas Steno Larsen described this rise in yields as approaching the "epic" stage.
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Andreas Steno Larsen has previously highlighted that NVDA could face both the risk of losing Jensen and the challenge of future competition from him, according to a recent post (link). In a separate article, he noted that a Wall Street Journal survey shows economists continue to predict a 2 percent inflation rate within 18 to 24 months (link). These observations shed light on Larsen's recent market commentary.