Analysis9h ago
Anthropic's $64bn IPO is pricing into a 5% Treasury yield. Its valuation is taking the hit.
Anthropic opened its roadshow on the day hot inflation data pushed the 10-year yield back to 5%. A week ago traders saw a first-day value above $1.5tn as likely; now they see one below it as twice as likely.
36%
Anthropic closes first day worth $1.25tn-$1.5tn
up 20 points over 7dLive odds on Polymarket
Future Times10 Nov 20264 min read