U.S. Treasury yields breaking the 5% threshold test the quality of corporate earnings, yet JPMorgan remains unmoved
Why now
Thesis: 5% yields test corporate earnings quality
Catalyst to watch: Earnings season results
Main risk: Earnings disappoint under high rates
Why it matters
Yields above 5% test earnings quality, though JPMorgan remains constructive.
Sources
- googlenews · news.google.com · 2026-09-24 11:17 UTC