Analysis
3 ways a higher discount rate changes the earnings conversation
Valuation, refinancing and demand move on different schedules. Treating them as one effect obscures the real exposure.
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Economy
Growth, inflation, rates and policy transmission
Treasuries
Delayed · ~15 minLive market data · delayed ~15 min · Source: Yahoo Finance
| Treasuries | Level | Move |
|---|---|---|
| US 10Y | 5.00% | +0.04 pp |
| US 30Y | 5.33% | +0.00 pp |
| US 5Y | 4.86% | +0.07 pp |
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Analysis
5 signals investors watch before global freight costs reach earnings
Ports, inventories and currencies rarely move in isolation. A disciplined read starts with transmission channels—not a single headline number.
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