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Long-duration growth stocks face compressed multiples as the 30-year yield hits its highest level since 2007.
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Free
A definitive analysis of how discount rates and AI infrastructure financing costs shape Alphabet's investment outlook.
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Free
A restrictive plateau, wider rate uncertainty, and rising discount rates threaten Alphabet's long-duration multiple even as operations stay resilient.
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Free
A sustained break could signal a fundamental shift in investment conditions, triggering a major equity-to-fixed-income rotation.
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Examining intervention hazards, carry trade fragility, and implications for global markets.
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Free
Elevated rates are not just a housing problem—they threaten growth across construction, lending, and even Alphabet’s ad business.
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How rising rates, private credit distress, and consumer leverage threaten Alphabet's AI and cloud expansion.
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From US Treasuries to UK gilts, synchronized selling signals a new era of tighter monetary policy.
