Macro and Rates
Bond market and yields
Treasuries, term premium, bond vigilantes
- Episodes
- 151
- Share
- 14%
- Shows
- 108
- Net sentiment
- −0.68
Bullish 13Mixed 20Neutral 5Bearish 113
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 13
- Rising yields boost income from floating-rate and reinvested credit holdings over time, benefiting the income factory approach.Is It Becoming A Great Time For Income Investors? | Steven Bavaria · Thoughtful Money with Adam Taggart · Sep 27
- Rising 5- and 10-year yields are framed as a warning sign that forces money printing and metals gains.**SILVER Breakout!...(or Breakdown ) - YOU Must Hear THIS - (Gold Price too) · SILVER / GOLD / $UFD Meme Coin Investing & Global Economics · Sep 25
- Bond sell-off and high yields are presented as catalysts that will push metals up.🚨 Metals INVESTOR! 🚨 The "Big NAMES" Are Saying THIS!! -- (Silver and Gold Price) · SILVER / GOLD / $UFD Meme Coin Investing & Global Economics · Sep 27
- Yields seen near highs and drifting lower, favoring extending duration in fixed income.Top of the Morning: CIO Strategy Snapshot - Being Kevin Warsh · UBS On-Air: Market Moves · Sep 21
- Rosenberg argues bond duration is attractive as yields have moved up and bearish positioning is crowded.The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy? · Two Quants and a Financial Planner · Sep 21
- Hosts argue bond market stress and government intervention debase the dollar, pushing investors toward Bitcoin.BlackRock Just Made Bitcoin's Bull Case · Onramp Bitcoin Media · Sep 24
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- Hosts see a 5% ten-year yield as an attractive, normal-level income opportunity.Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away · The Compound and Friends · Sep 22
- Falling oil and yields are fueling the stock rally, though the curve is flattening.Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26 · Power Lunch · Sep 21
- Guest believes Treasury Secretary Bessent will intervene in long-dated bonds, adding liquidity that lifts crypto.Why the Crypto Market Cap Could Reach $50 Trillion This Cycle · Unchained · Sep 25
- Five percent ten-year yields are seen as attractive, with investors rightly adding bonds after years of low returns.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
- Ten-year yields near 5.15 percent offer income opportunities for investors.Invesco's Levitt: 'The onus is on the bears' to prove there's trouble ahead · Money Life with Chuck Jaffe · Sep 25
- Falling global yields and a flattening 2-10 spread support risk-on positioning after recent pressure.Closing Bell Overtime: AI’s Grip on Markets Gets Stronger 9/21/26 · Closing Bell · Sep 21
- Cooling Treasury yields are expected to support risk assets including Bitcoin.Kalshi Accused Of Wash Trading Their Crypto Volume + Alex's Aerodrome Playbook: How To Take Profits | EP 575 · Rise Up Media · Sep 21
Bearish 113
- Long-end yields rising to multi-decade highs with cheap term premium signals pressure on bond prices.Making Sense of Sky-High Treasury Yields · WSJ's Take On the Week · Sep 27
- Treasury yields hit multi-year highs and buybacks failed to reverse the selloff, pressuring markets.Bonds Are Going Haywire Again — Howard Marks Explains Why · Prof G Markets · Sep 24
- US 10-year yields back above 5% after a sharp one-day rise, unsettling bond markets.UBS On-Air: Paul Donovan Daily Audio 'In bondage?' · UBS On-Air: Market Moves · Sep 24
- Yields rising to 5%, highest since 2007, on inflation, term premium and weak demand pressures bond prices down.Making Sense of Sky-High Treasury Yields · WSJ What’s News · Sep 27
- Long yields keep rising toward 6%, tightening financial conditions and pressuring risk assets and mortgage borrowers.The Bond Market Pain Isn't Over | Weekly Roundup · Forward Guidance · Sep 25
- Euro long-end curve flattened sharply as ECB terminal rate expectations repriced higher, pressuring steepener trades.Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings · At Any Rate · Sep 25
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- Treasury yields surged to pre-financial-crisis highs, signaling higher borrowing costs and expected further rate hikes.Bond rout pushes US mortgages rates past 7% · FT News Briefing · Sep 25
- Rising long-term yields and possible term premium growth signal stress from unsustainable deficits and heavy Treasury supply.Canaries in the Treasury Coal Mine with Bill Dudley & Jonathan Payne | Markus Academy | 167-2 · Markus' Academy · Sep 23
- Rising long-term yields, including the 10-year Treasury near 5%, raise borrowing costs and constrain economic activity.Chief Economists Outlook: what bond yields and interest rates tell us about the global economy · Radio Davos · Sep 22
- Rising long-term yields reflect deficits and capital demand; buybacks are a temporary cosmetic fix.Shall We Repeal the Laws of Economics – Part III · The Memo (Howard Marks) · Sep 22
- Rising long-term yields reflect deficits and inflation; Treasury buybacks are a temporary, cosmetic fix.Shall We Repeal the Laws of Economics – Part III · The Memo by Howard Marks · Sep 22
- Yields at 2007 highs raise borrowing costs and pressure bond prices and valuations.Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation · The Rundown · Sep 25
- Rising yields act as financial gravity, pressuring valuations and refinancing costs for corporates.September 2026 Random Ramblings · Yet Another Value Podcast · Sep 25
- Rising long-term yields above 5% are presented as a warning sign of a debt-driven breakdown.Why The Fed Will Be Forced To SLASH Rates Soon · Rethinking the Dollar · Sep 25
- Yields spiking to post-crisis highs and a failed-looking auction signal stress and disorderly moves for fixed income holders.This is nuts - when's the intervention? · Saxo Market Call · Sep 24
- Ten-year yield hit 5.12%, highest since 2007, on hot economy and inflation fears.US Treasury yields soar · FT News Briefing · Sep 24
- Schiff argues long-term yields keep rising to multi-decade highs, pressuring stocks, housing and fixed income.This Happened Twice in 100 Years... Both Times, Stocks Fell 49% · The Peter Schiff Show Podcast · Sep 27
- Rising long and short yields are tightening financial conditions and pressuring economically sensitive sectors and corporate borrowers.Market Starting To Crack Under High Bond Yields? | WMR 9 24 26 · Thoughtful Money with Adam Taggart · Sep 26
- Rising Treasury yields push up borrowing costs for mortgages and loans across the economy.Hipotecas al 7% ¿Qué puedo hacer? · Café y Finanzas - By Rancel Solutions · Sep 26
- 10-year yield surged past 5%, pressuring bond prices and raising mortgage rate concerns.TWIFO 515: Tech Explodes and Crude Sinks While the 10-Yr Yield Soars · The Options Insider Radio Network · Sep 25
- Yields likely keep rising with tightening and term premium, so bonds are not yet a buying opportunity.Buy the Bond Blow-Up? · GlobalData TS Lombard: Perkins Vs Beamish · Sep 25
- Rising long yields and deficit worries pressure stocks; bond shorts seen as a hedge.Why the Bond Market May Be the Stock Market's Biggest Risk · The Markets · Sep 25
- Rising global yields and weak bond returns pressure fixed income; Gundlach remains conservative on long duration.Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS) · UBS On-Air: Market Moves · Sep 25
- Global yields surged to multi-year highs, pressuring valuations and raising concern about the pace of the move.Closing Bell Overtime: Global Bond Rout Continues 9/24/26 · Closing Bell · Sep 24
- Treasury yields hit multi-year highs after hot PMI data, pressuring risk assets and markets.Morning Briefing: Treasury Yields Surge, Collective Mining Hits a New Tungsten-Gold Zone · Mining Stock Daily · Sep 24
- Ten-year and thirty-year yields surged to multi-year highs, signaling pressure on markets that equities were ignoring.Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up · Know Your Risk Podcast · Sep 24
- Rising US yields and EM rate selloff pressure local bond returns and raise financing cost concerns.EM Fixed Income: Navigating some sudden market turbulence · At Any Rate · Sep 24
- Long-end Treasury yields hitting multi-decade highs signal rising borrowing costs and reduced policy control.BlackRock: AI Will Run on Bitcoin as Treasury Crashes · Bitcast · Sep 24
- Treasury yields surged to multi-decade highs, pressuring risk assets and signaling tighter financial conditions ahead.U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26 · CNBC's "Fast Money" · Sep 23
- Rising long-end yields, driven by government and tech debt issuance, pressure dividend stocks and the broader market.Rates Are Going Up. Are Canadian Dividend Stocks Still Safe? · In the Money with Amber Kanwar · Sep 22
- Shifting Treasury issuance to short bills raises rollover and long-end yield risks, worsening the fiscal outlook.344. Can Stablecoins Save the Dollar · The Bitcoin Standard Podcast · Sep 22
- Heavy issuance keeps long-end yields high, and a Treasury buyback swap cannot structurally push them down.You Can’t Have a Booming Economy AND Zero Rates · Less Noise, More Signal · Sep 21
- Hanke says long-term Treasuries are tanking and advises investors to stay away from them.Prof. Steve Hanke: ‘Trump is TRAPPED in Inflation Crisis’ Warns to STAY AWAY from US Bond Market · Going Underground Hosted by Afshin Rattansi · Sep 21
- Rising global yields near 5% and possibly 6% threaten equities and signal tightening pressure ahead.Are Markets Too Calm About Higher Rates? · Market Watch · Sep 21
- Two-year and ten-year yields at cycle highs threaten equities and the rally if they keep rising.MOVE more important than VIX · Saxo Market Call · Sep 21
- Rising 10-year yields near 5% and higher term premium threaten long-duration bond holdings.Fed Hikes to 4%, 10-Year Hits 5%: The New Rate Reality · Hedgebra Daily Brief · Sep 21
- The 10-year Treasury yield hit 5%, and sovereign selling and de-dollarization raise concern about demand.A WORLD BUILT ON BONDS · The Investopedia Express with Caleb Silver · Sep 21
- Yields hit multi-decade highs, pressuring equities and raising borrowing costs across the economy.9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 · Squawk on the Street · Sep 24
- Sovereign yields hit multi-decade highs, pressuring risk assets, governments, and mortgage costs.Markets Struggle To Separate Signal From Noise As Bond Yields Rise Some More… · Digital Finance Analytics (DFA) Blog · Sep 26
- Rising government bond yields raise discount rates, pressuring equity valuations and other asset classes.The Investor's Sword and Shield | EP 228 · Art of Boring · Sep 25
- Rising long-term Treasury yields and small buybacks highlight debt-servicing strain and weak effectiveness of Treasury intervention.Treasury Tries to Tame Yields While China Buys Gold · Money Metals' Weekly Market Wrap Podcast · Sep 25
- Rising bond yields are pushing up US mortgage rates and borrowing costs for households.UBS On-Air: Paul Donovan Daily Audio 'House problems' · UBS On-Air: Market Moves · Sep 25
- Treasury yields rose across the curve, pushing bond prices down and hurting fixed income returns.Strong Growth, Inflation = Fed on Hook for Hikes (E278) · DoubleLine Minutes · Sep 25
- Treasury yields near multi-decade highs with guests warning 6% 10-year could pressure housing and equities.Market Resilience Despite Surge In Yields… And Options Action Ahead Of Micron Results 9/25/26 · CNBC's "Fast Money" · Sep 25
- Real yields rose sharply, with 10-year TIPS near 2.8%, pressuring stocks and raising expected Fed hikes.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Long-end yields hit multi-year highs, pressuring equities and raising the chance of further tightening.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- Rising yields pressure equities and financing conditions, with speed of the move the key risk.10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26 · Squawk on the Street · Sep 25
- Treasury supply and foreign demand shifts push yields higher, forcing policy intervention that signals fiscal stress.Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius Dale · The Pomp Podcast · Sep 24
- Rising Treasury yields to levels not seen since 2007 raise risks for equities and borrowers.Mark Zuckerberg's new era · Sozzi Unleashed · Sep 24
- Spiking 10-year yields are slowing the economy and pressuring asset prices, which the host finds frustrating.Yields Spike and the Trump-Xi Summit Is Probably a Nothing Burger · Rigatoni Capital Podcast · Sep 24
- Rising yields and falling long-dated bond prices make passive bond holdings risky and unattractive.Good Retirement Planning Requires Knowing The Risks, Pros and Cons of Your Strategy · Peak Prosperity · Sep 24
- Ten- and 30-year yields hit multi-year highs, pressuring valuations, credit and debt-financed AI buildouts.Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26 · CNBC's "Fast Money" · Sep 24
- Rising global bond yields signal inflation and debt stress that could eventually break the system.#512: Alan Beaulieu & Kim Clark | Turn Economic Uncertainty Into a Plan · Independence by Design™ · Sep 24
- Treasury yields broke out to new highs, pressuring equities and suggesting rates may keep rising near term.The Market Took a Week to React to the Fed · Know Your Risk Podcast · Sep 23
- Rising long-dated yields in the UK, Japan and elsewhere signal unease about fiscal sustainability and shifting global foundations.If Global Trade Breaks, It’s Worse Than 2008 | Ed Conway · The Master Investor Podcast with Wilfred Frost · Sep 22
- Ten-year yields near 5.16 and global long-end selloff pressure stocks and borrowing costs.Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 · Power Lunch · Sep 24
- Bonds sold off sharply after the Fed, with hosts reluctant to add duration despite yields.Running the Gauntlet! · Benny & The Squirrel · Sep 21
- Yields near 19-year highs pressure equities and bond prices, with hopes of a sharp move fading.Closing Bell Overtime: Rising Yields Test the Market 9/25/26 · Closing Bell · Sep 25
- Long-end yields surged to multi-year highs, a strong headwind for equity valuations.Geopolitics could continue to dog this market for a long while yet. · Saxo Market Call · Sep 25
- The 10-year yield above 5% is seen as a trigger for an imminent market correction.The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap · The Real Eisman Playbook · Sep 25
- Treasury yields jumped to highs near 2007 levels, with the 10-year up sharply on weak auction and strong PMI data.Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 · Squawk Pod · Sep 24
- US, euro and UK real yields pushed to multi-year highs, weighing on bonds.Global Rates: DM inflation markets under higher real rates · At Any Rate · Sep 24
- Rising long yields pressure equities, utilities and rate-sensitive sectors.11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 · Squawk on the Street · Sep 24
- Rising 10-year yields reflect stronger growth and heavier Treasury supply, tightening conditions.Dennis DeBusschere: The Economy Must Respect The 'Speed Limit' · On The Tape with Danny Moses · Sep 23
- Speaker expects Treasury yields to rise as investor confidence in US debt weakens and new bonds need higher rates.Is It Too Late to Save the Financial System? · Peak Prosperity · Sep 23
- Long-end yields rose on deficit concerns and no fiscal plan, with the 10-year now above 5%.Why Markets May Be Pricing in Too Many Fed Rate Hikes · Exchanges · Sep 23
- The 10-year yield moving above 5% signals investors demanding more compensation for inflation risk.THE SAUDI PIPELINE BLIND-SIDE: Why $108 Oil Just Destroyed the Hormuz Bypass! · Wall Street Truthbombs Podcast · Sep 22
- Long-duration bonds have performed poorly, though a future peak in yields could make them attractive.We’re in a Debt Bubble — And the Pressure Is Building. · Wealthion · Sep 21
- The 10-year Treasury above 5% raises discount rates and weighs on stocks.4 Stocks to Buy Before They Bounce Back · The Morning Filter · Sep 21
- Rising long yields driven by AI borrowing and deficits; speakers expect yields to climb further.Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · The Real Eisman Playbook · Sep 21
- Long-end yields at highest since before the financial crisis weigh on equities and rate-sensitive sectors.RenMac Off-Script: Hawk and Awe · RenMac · Sep 25
- Rising 10-year yields raise aircraft financing costs and pressure markets broadly.Defense & Aerospace Report Podcast [Sep 27, ’26 Business Report] · Defense & Aerospace Report · Sep 27
- Reduced foreign demand for Treasuries could push US yields higher and spiral into a debt-market problem.The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch · Decouple · Sep 25
- Treasury yields and mortgage and credit rates have risen sharply, adding pressure on borrowers.The (Not So) Great Wealth Transfer · Moody's Talks - Inside Economics · Sep 25
- Rising Treasury yields to multi-decade highs signal debasement pressure and tighter financial conditions.ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain · Bankless · Sep 25
- Weak five-year auction and rising mortgage rates signal tighter financing conditions and pressure on housing.Daily Digest Sep 24: AI Used 7-Year-Old Data in Bombing of Iran School, White House Reviews Tokenization of Real-World Assets · Peak Prosperity · Sep 24
- Long-end yields and real rates are rising, making duration a less reliable hedge against risk.Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy · Monetary Matters with Jack Farley · Sep 24
- Structurally higher inflation and heavy supply of long-dated debt push yields and term premia higher.Steve Hou - Data Over Narrative · The Business Brew · Sep 23
- Rate hikes raise deposit costs and pressure lending-sensitive fintechs like SoFi, though yield benefits partly offset.SoFi: valued like tech, trades like a lender. The bottom of the cycle. · The Deep End: Stock and Earnings Analysis from Futurum Equities · Sep 23
- Rising long-term rates and a widening French bond premium raise borrowing cost concerns.U.S.-Iran meeting at the UN · Squawk Box Europe Express · Sep 22
- French 10-year yields hit highs since 2008, signaling fiscal stress in core Europe.Europe's Crisis of Competence Revisited & Germany's Political Crisis with The Brawl Street Journal · In the Company of Mavericks · Sep 22
- Rising yields and Treasury refinancing needs make bonds unattractive; he avoids bond positions.Mark Skousen: Why He's Still 100% Invested at All-Time Highs · Wealthion · Sep 21
- Higher Treasury yields lower existing bond values and make bond portfolios lose money over time.September 25th, 2026 | Higher Rates Hurt Private Debt, Siri AI Obsolete? Trust Facebook With Your Data? GLP 1 Lawsuits, Bank Charters Exploding, Why I Fear AI, Portfolio Too Conservative? & More · Smart Investing with Brent & Chase Wilsey · Sep 26
- Treasuries have been a poor holding as yields rose toward 5%, though some see entry points now.Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom · Macro Hive Conversations With Bilal Hafeez · Sep 25
- Rising 10-year yields to multi-year highs tighten financial conditions and pressure equity valuations.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle · Macro Voices · Sep 24
- Treasury yields hit multi-decade highs, pressuring stocks and borrowing costs.10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 · Squawk on the Street · Sep 24
- Low bond yields make safe savings insufficient for retirement, pushing investors toward risk assets.Wall Street Veteran Following the Old Money Rules Means You Will NEVER Retire｜ EP88｜John D'Agostino｜Bonnie Blockchain · Bonnie Blockchain · Sep 23
- Yields could spike above 5% and drive volatility; front-end moves are lifting the dollar.The narrowness of the advance at least a medium term concern. · Saxo Market Call · Sep 23
- Fiscal deficits push long-term yields higher, raising mortgage rates and debt servicing costs.Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027 · The Allocation: Private Markets for the Total Portfolio · Sep 23
- Rising Treasury yields and US debt levels could be strained further if global buyers turn hostile.The Escalation Trap: Is America's Strategy in Iran Backfiring? · The Great Simplification with Nate Hagens · Sep 23
- Ten-year Treasury yields hit new cycle highs, a pressure point for stocks and risk assets.Enthusiasm for Meta's Muse reignites parts of AI trade · Saxo Market Call · Sep 22
- Speakers see built-up leverage and fragile credit plumbing that could lead to sharp deleveraging.The Next AI Trade | Liam Dalton | Ep. 4 · Mispriced Assets Podcast · Sep 22
- Rising 10-year yields and debt-servicing costs are seen as a growing threat to markets.We Must Not Abandon Capitalism For Socialism | Jonathan Wellum · Thoughtful Money with Adam Taggart · Sep 22
- Higher yields versus the Fed's 2% legacy holdings create the loss that drives the whole argument.The Machine That Made America Rich Just Broke · The Minority Mindset Show · Sep 22
- Rate hike expectations and deficit concerns keep pressure on bond yields despite brief easing.Nasdaq posts record close driven by AI trade · Squawk Box Europe Express · Sep 21
- Concern about long-end yields and US debt levels drives the dollar-short and debasement trades.Are Markets About to Take Off Again? | September 21, 2026 · Macro Mondays · Sep 21
- Treasury yields above 5% at multi-decade highs pressure asset valuations across markets.OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff · Equity Mates Investing Podcast · Sep 27
- Rising long yields and widening corporate spreads undermine bonds as portfolio diversifiers.The Roundtable Sessions: Les Deux Vincent · The Collective Member Podcast · Sep 26
- Host warns rising 10-year Treasury yields to 2007 highs could signal risk to markets.BLACROCK ONDO FINANCE BIG TOKENIZATION NEWS! BITGET CRYPTO EXCHANGE HACKED! · Thinking Crypto News & Interviews · Sep 25
- The 10-year Treasury yield rose to its highest level since 2007, signaling rising rate pressure.Fed officials speak up on inflation · Marketplace All-in-One · Sep 24
- A 10-year Treasury yield near 5.12% pulls capital away from risk assets like crypto.Satoshi (AI) + Blockchain DXB 🔴 24th Sep 🔴 💲Binance Invests $100M Circle 🚨 Zcash - first European ETP 🏦 Canadian Banks Tokenize Deposits 💳 SoFi & Mastercard Launch Stablecoin · Blockchain DXB · Sep 24
- US debt trajectory is concerning, pushing long-end yields higher and raising pressure on Treasuries.Gita Gopinath on Trade, Currencies, and Economic Transformation · Conversations with Tyler · Sep 23
- The 10-year yield near 5 percent and rising two-year yields reflect hawkish repricing.10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26 · Squawk on the Street · Sep 23
- A 10-year yield near 5 percent and a rising long end are seen as threats to stocks.The AI panic, tech concentration, and Nvidia windfalls · Trader Talk · Sep 23
- Yields remain stuck at uncomfortably high levels, limiting relief for equities like the Russell 2000.Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows · Know Your Risk Podcast · Sep 21
- Low bond yields leave little room for further rate-driven multiple expansion and weigh on portfolio returns.[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169) · Capital Allocators · Sep 21
- The 10-year Treasury yield hit a 19-year high, pressuring markets and raising rate-hike fears.S15 EP171: Hour 3 - Meta's Muse AI Agent Spooks Amazon · The Erick Erickson Show · Sep 23
- Ten-year Treasury yields near 5% are strengthening the dollar and weighing on precious metals.3 Junior Mining Stocks That Spiked This Week & 3 That Crashed · Resource Talks (CEO BBQ) · Sep 26
- The 10-year Treasury yield rose back to about 5%, and hosts question Bessent's auction-success claims.DHUnplugged #819: Counterfactualzzzz · DHUnplugged Podcast · Sep 23
- Rising interest on the debt is a growing burden that would weigh on libertarian goals and economic health.Anthony Scaramucci: How America Got Trump · The Reason Interview With Nick Gillespie · Sep 23
- A rate hike and oil above 100 are cited as macro pressures that could have hurt crypto.Bits + Bips: Is Bitcoin Finally Being Priced on Fundamentals? · Unchained · Sep 23
- A commentator warns of rising 10-year yields and rate hikes as a headwind for growth stocks.MSTR Today: Will Bitcoin Hit a Blow-Off Top? The Truth About This Cycle · MSTR Today: Daily insights of Michael Saylor, Bitcoin and Strategy (MicroStrategy) · Sep 21
- The 10-year yield broke above 5%, inflation sits near 3.4%, and rate cuts look distant.Ep 6: KB Toys, the AI Boom & Nvidia: Business Lessons From Past and Present · Fundamentals Unfiltered · Sep 21
Mixed 20
- Yields fell slightly, but the host argues Treasury buybacks are temporary and do not address underlying causes.Ep. 98 | Another Day of No News is Good News · Wilmington Mortgage with Tyler Cralle · Sep 23
- Curve flattening to 20bp with falling long yields signals both near-term Fed hikes and eventual rate cuts.You Won’t Believe What the Bond Market Just Did · Eurodollar University · Sep 23
- Ten-year yields near 5% create attractive income but reflect repricing of rate expectations and risk.Bond Market Has a Message: Is Anyone Listening? · WashingtonWise · Sep 24
- Rising yields near 5% offer income and a cushion but also price risk; tactical preference for short-to-intermediate maturities.What Record Highs Might Be Hiding · On Investing · Sep 25
- Treasury yields rose sharply, hurting bond prices, yet yields near 5% are attractive for income-focused investors.CIO Fixed Income Roundtable Podcast Series · UBS On-Air: Market Moves · Sep 21
- Modest spread widening expected from heavy supply, though historically still tight and widening short-lived.Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs · Alpha Exchange · Sep 23
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- Hosts split on whether AI data-center debt is pushing yields up or whether the move is mostly Iran-driven inflation.Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN · TBPN · Sep 25
- Two-year yields rose while the 10-year barely moved, flattening the curve without any inversion.THE MISSING DOT: What Wall Street Missed in the Fed’s Unanimous Rate Hike! · Wall Street Truthbombs Podcast · Sep 23
- Rising yields and possible central bank intervention are discussed as a liquidity catalyst that could later lift Bitcoin.Saylor Forced To Copy Strive - North Korea Hacked Bitget For $351 Million · Bitcast · Sep 26
- Debate over whether AI data-center borrowing or the Iran war is driving higher yields.4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky · TBPN · Sep 25
- Multi-year high yields and Treasury intervention create inconsistency and opportunity in fixed income.Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY · Full Signal · Sep 22
- Yield curve inversion signals were dismissed as misplaced loanable funds reasoning; yields seen as endogenous.Equities Markets Are Historically Overpriced. Here’s What Comes Next. · Less Noise, More Signal · Sep 27
- Long bonds lost money for years, but short-duration treasuries offer defined maturity and yield; oil may eventually lower yields.Ready For A Bear Market? Most Investors Aren't | Ted Oakley · Thoughtful Money with Adam Taggart · Sep 24
- Yields jumped to multi-year highs on strong PMI data, which pressures stocks but boosts fixed-income income prospects.Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26 · Power Lunch · Sep 23
- Long-end yields rose with oil; Bessent expects rates to fall once the conflict ends.Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26 · Squawk Pod · Sep 21
- Rising ten-year yields and Fed hike expectations are noted as pressure, yet crypto still rallied.Bitcoin's iPhone Moment Will Trigger Wall Street FOMO | Jordi Visser · The Pomp Podcast · Sep 26
- Ten-year yields near 5.2% worry some, but strong nominal GDP growth keeps guests unconcerned for now.Power Lunch 9/25/26 · Power Lunch · Sep 25
- A slight re-steepening of the yield curve hints rate hike pricing may be fading.Bitcoin Just Flashed a Sell Signal. Why I’m Still Bullish. · Less Noise, More Signal · Sep 24
- Investors are shifting money into bonds for higher yields while equity risk premiums are at lows.9-23-26 Q&A Wednesday: Rates, Risks, & Record Highs · The Real Investment Show Podcast · Sep 23
- The 10-year near 5% is concerning, but bond volatility is at its lowest across recent stress episodes.Ten31 Timestamp: Revenge of the Nerds · TFTC: A Bitcoin Podcast · Sep 21
Neutral 5
- Laffer argues rising yields reflect higher real returns on capital rather than inflation, a net positive.Art Laffer On Bond Market MELTDOWN: How Bad Could It Get? · The David Lin Report · Sep 25
- Explains duration and how rising rates affect bond fund returns over time, presented as education rather than a market call.Peter Lazaroff on The Perfect Portfolio · Bogleheads on Investing · Sep 27
- Discussed as the Treasury shifting financing from long-term bonds to short-term bills to reduce yield pressure.Sept 23: The Stablecoin Endgame? · Daily Crypto News · Sep 23
- Hosts explain gilts and Treasuries as low-risk cash alternatives and note bond prices move inversely to yields.Should You Buy Compass Pathways? The Magic Mushroom Stock No Analyst Will Touch $CMPS $RKLB $SHOP $PNG (E151) · Wall Street Wildlife Investing Podcast · Sep 25
- Higher yields are not seen as a major threat to equities if growth remains robust.Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! · Full Signal · Sep 23
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- Squawk on the Street6
- Saxo Market Call5
- UBS On-Air: Market Moves5
- Power Lunch4
- Thoughtful Money with Adam Taggart4
- Closing Bell3
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