Expansion On Paper. A Squeeze Underneath.
A factory index above 50 reads as a growth signal, but hiring is still contracting and input costs are still high. Why financing sized to the headline misreads a margin story as a volume story.
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financing strategy
2 insights
The 10-Year Just Hit a One-Year High. Waiting for Lower Fixed Rates Is Now a Bet Against the Curve.
The 10-year Treasury hit a one-year high while markets price the Fed to hold or hike. Why waiting for lower fixed rates is now a bet against the curve, and how to decide structure first.
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