🚨 BOND MARKET WARNING
🇺🇸 The U.S. 10Y Treasury yield just broke above 4.50% for the first time since June 2025.
Meanwhile:
📈 30Y yield hits 5.00%
🏠 Mortgage rates near 7%
🔥 Inflation back at multi-year highs
⚠️ Why this matters:
Higher yields = tighter financial conditions
That means:
• More pressure on stocks
• More expensive borrowing
• Rising stress on consumers & government debt
📊 Important reminder:
Last time the 10Y hit this level, the Trump administration paused tariffs after markets reacted violently.
🧠 The bond market is once again forcing policymakers into a corner.
❓What breaks first this time?
• Rate-cut expectations?
• Equity markets?
• Fiscal policy?
• The economy itself?