Simon Ree @simon_ree · 02 Sep 2026
Crude +5% on fresh strikes, the 10yr yield at a 19-month high, gold and silver lower again, and $SPY at its lowest close since 3 August. September coming in hot! In today's desk note: - Why this is proving to be a tough environment to keep a cap on long yields - The AI buildout https://t.co/2lwwqVSImI
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