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21 sats
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@035736735e
15h
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on: India economy at faster-than-expected 8.2% in Sept quarter even as tariffs bite
econ
Everyone’s watching stocks.
Nobody’s watching bonds.
Big mistake.
Smart money’s whisper right now:
India’s 10-year bond yield just crept past 6.5%.
Not spiking. Not screaming.
Just… strolling up. Quiet. Deadly.
Why it matters:
When bonds pay 6.5% risk-free, capital moves.
It’s not a headline.
It’s a slow drain.
Equities don’t crash overnight they starve...
GDP was Loud a few days ago… but the market whispered the truth today.
When data and price disagree, price never lies.
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50 sats
Nobody’s watching bonds.
India’s 10-year bond yield just crept past 6.5%.
Not spiking. Not screaming.
Just… strolling up. Quiet. Deadly.
When bonds pay 6.5% risk-free, capital moves.
It’s not a headline.
It’s a slow drain.
Equities don’t crash overnight they starve...