Macro· ★★★· neutral·

Tom Lee: Rising Yields Are a Filter for Strong Companies, Not a Threat

  • —10-year Treasury yield hit 5.04% on Sept. 15
  • —30-year yield reached its highest level since 2007
  • —Fed raised rates for the first time since 2023, to 3.75%-4.00%
  • —Lee expects PCE revision on Sept. 30 to cut inflation by 20-40 bps
Why it matters: Lee's call matters for crypto: if inflation genuinely cools, the yield-driven pressure on bitcoin and equities should ease.
#BTC
Source: BeInCrypto FR
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