Yields Fell and the AI Complex Fell Harder — a Financial Times Report on OpenAI Revenue Breaks the Defensive-Tech Trade, While the 30-Year Auction Confirms the Repricing
Data:Main Theme: “The Shelter Stopped Sheltering” — The 10-year fell from 5.331% to 5.231% and a $22 billion 30-year auction cleared at 5.618% with a 2.54 bid-to-cove...