Cramer Sounds the Alarm on Bonds While Wes Moss Says Don't Panic. Why Both Are Right.

Impact · against what's priced in

The article's macroeconomic data on rising yields and inflation is already reflected in the current valuations of the affected names. Specifically for SoFi, the promotional mention of user incentives is not a material catalyst compared to the high-interest-rate environment the market has already priced in.

SOFI−0.05

Already priced in

The price assumes

Conservative guidance that assumes up to two Federal Reserve rate hikes this year