Adam Kobeissi @TKL_Adam · 01 Aug 2026
The bond market situation is crazy. While everyone focuses on AI, US borrowing rates just hit the highest level since June 2007. Credit card "serious delinquencies" are at the highest since 2010 and mortgage rates could near 8%. What's happening? Let us explain. (a thread) https://t.co/dddRyRETVR
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