Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
The Silent Tax of Rising Borrowing Costs
With the ten-year Treasury yield climbing above five percent and the Dow struggling to keep pace, we examine how elevated borrowing costs are quietly reshaping corporate balance sheets. Using data from August payrolls and recent bond market moves, Lucas and Luna explore why cheap money is gone for good and what that means for small business expansion, commercial real estate, and the broader economy as we head into late September 2026.
#Finance #Economics #FederalReserve #TreasuryYields #InterestRates #CorporateDebt #SmallBusiness #CommercialRealEstate #Investing #MarketAnalysis…
The skinny
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