TREE NEWS update: Citadel Securities warns that the Fed’s current policy path is keeping long-term Treasury yields at multi-decade highs, with the 30-year yield hitting 5.28%, the highest in 19 years. Despite cooling inflation and jobs data, markets remain wary of long-term inflation and fiscal risks. The firm also prefers cloud infrastructure and hyperscalers like Microsoft and Alphabet over frontier AI model developers.
Citadel: Fed Policy Keeps Long-Term Yields High, Risks Rise
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