Episode 33: Treasury at 4.28% — Why Stability Beats Rate Cuts

Episode 33: Treasury at 4.28% — Why Stability Beats Rate Cuts

Author: Alan Pavlosky February 5, 2026 Duration: 4:18
Wednesday Treasury update: 10-year at 4.28% — stability is the story. Fed held at 3.5%-3.75%, market now pricing just ONE cut for 2026. Cap rate spreads attractive at 2.29%. Industrial insulated at 41bps sensitivity vs retail at 78bps.

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