
US 10-year yield: The most important number right now
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Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB’s Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking’s Dylan Govender on the 90-day tariff pause – is it enough breathing room for businesses to plan ahead?