Macro and Rates
Bond market and yields
Treasuries, term premium, bond vigilantes
- Episodes
- 167
- Share
- 17%
- Shows
- 112
- Net sentiment
- −0.72
Up from 14% of episodes in the weeks before; net sentiment was −0.74.
Bullish 12Mixed 20Neutral 9Bearish 126
3 weeks
Share of each week's episodes, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 12
- Host argues yields may peak as seasonal pressures fade, buyers return and inflation is not priced in.Jamie Dimon Just Made A Shocking Interest Rate Prediction (Not What You Think) · Eurodollar University · Oct 7
- Yields fell after the weak jobs report and a good day for rates, though volatility persisted.Ep. 103 | Rates Fall as the Trade Deficit Rises to a 16-Month High · Wilmington Mortgage with Tyler Cralle · Oct 7
- Starting yields are high, so compounding income should drive strong fixed income returns and yields may fall.Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO) · UBS On-Air: Market Moves · Oct 6
- Yields have reset to levels offering value, so bonds are now worth gradually buying.The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds · The Master Investor Podcast with Wilfred Frost · Oct 5
- Rising yields and expected Fed hikes support the dollar and weigh on gold, per the guest's view.Why Rising Yields Could Sink Gold | James Lane · The FXE Podcast · Oct 11
- Host says higher yields restore normal returns for bond investors and help insurers, pensions and annuity firms.Higher Rates Are Back—and That’s Good for Investors · Watchdog on Wall Street with Chris Markowski · Oct 10
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- Emerging market debt offers high yields and strong recoveries, rewarding investors who buy when prices dislocate.Investors Know What Not to Do in Emerging Markets. But They Keep Doing It Anyway. · In Conversation with Julie Segal · Oct 8
- Host argues bad news is priced in and yields near a peak, favoring bond buyers.The Big Long: Michael Burry, Treasury Yields, and Small Caps · Room to Run · Oct 11
- Host argues falling long-term yields or a Fed yield-curve intervention would lift bond prices and metals.**Soon SILVER Will do THIS!** 👻👻 You Must Hear About the LBMA - Gold NEWS Too · SILVER / GOLD / $UFD: Surviving Global Economic Shifts | RONS BASEMENT · Oct 9
- Hosts see Treasury yields near multi-decade highs as attractive entry points for fixed income buyers.5 Stocks Are Carrying The Market — Here's How To Protect Yourself · Prof G Markets · Oct 5
- Central banks and pension funds reducing Treasury exposure in favor of gold supports the metal.**Silver Investors!** ⏰⏰ You Best HEAR This NEXT LEVEL Idea - (Gold and Precious Metals) · SILVER / GOLD / $UFD: Surviving Global Economic Shifts | RONS BASEMENT · Oct 10
- Strong demand for a large hyperscaler bond offering suggests credit markets are not closing to AI borrowers.Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT? · The Compound and Friends · Oct 6
Bearish 126
- Hosts describe rising 10-year yields and bonds hitting 52-week lows, pressuring bond prices.Options Boot Camp 411: Tackling Your Questions About Bond ETF Options · The Options Insider Radio Network · Oct 8
- Higher long-end yields, with the 10-year near 5.28%, are weighing on assets across the board.Tuesday - October 6, 2026 · The Dividend Cafe · Oct 6
- French 10-year yields near 5% and widening spreads show investors demanding more to hold French debt.The French Bond Market Is on Fire · Patrick Boyle On Finance · Oct 11
- Rising long-term yields across countries raise borrowing costs and could threaten economic stability.Trust the Process!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! · Geopolitical Cousins · Oct 10
- Rising yields since June pressure weaker credits and could eventually challenge market resilience.Will High Yields Crack the Market’s Resilience? · Thoughts on the Market · Oct 9
- Sharp selloff in yields across the curve, with long-end yields at levels not seen in decades.Q4 U.S. and Canada rates outlook · Scotiabank Market Points · Oct 9
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- The 10-year yield jumped above 5.25%, a move Moss sees as driven by strong growth and inflation, not panic.10.06.26 Ask An Advisor With Wes Moss · The Clark Howard Podcast · Oct 6
- Long yields surged to 2002 highs and term premia stay elevated due to heavy sovereign issuance.Signal over Noise: The 1999 analogue through the fixed income lens · UBS On-Air: Market Moves · Oct 5
- Ten-year yields rose about 75 basis points, the host expects elevated long rates to persist and pressure assets.What to Make of Rising Bond Yields? · The Dividend Cafe · Oct 9
- Treasury yields at multi-year highs push mortgage rates up, pressuring the housing market and mortgage investors.High Mortgage Rates and a Stuck Housing Market · Thoughts on the Market · Oct 8
- Treasury yields hit 24-year highs and bond vigilantes and sovereign debt concerns weigh on the outlook.Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26 · CNBC's "Fast Money" · Oct 7
- Rising yields and failing bond funds raise rollover costs and threaten Treasury auctions.Big Picture: Fiscal Dominance, Rising Rates, and Raging Debt · Financial Sense Newshour · Oct 10
- Rising long yields and term premium pressure valuations and stocks, a 2022-like repricing.This Is Where the Rubber Meets the Road, with Jurrien Timmer · The Compound and Friends · Oct 9
- Rising long yields and deficit worries raise borrowing costs and pressure risk assets and refinancing.Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar · RiskReversal Pod · Oct 9
- Rising yields reflect heavy debt supply and weak demand, pressuring bonds and equity returns.#418 Ray Dalio on the Risky Period for Investors, Bubble Warnings, and a Coming Debt Squeeze · The Julia La Roche Show · Oct 8
- Ten and thirty year yields hit multi-decade highs, pressuring rate-sensitive sectors and small caps.Data Centers, AI Spending and Higher Rates 10/7/26 · Closing Bell · Oct 7
- Treasury yields hit 24-year highs and foreign demand for US debt is declining, pressuring rate-sensitive stocks.Treasury Auctions Next After New Highs for Nasdaq · Schwab Market Update Audio · Oct 6
- The guest argues rising 10-year yields and Treasury market fragility signal systemic danger and currency debasement.“This Is the End of the System” | Lynette Zang · Soar Financially · Oct 6
- US 10-year yields climbed to near 24-year highs with five straight weeks of rises, pressuring borrowing costs.Weak payrolls lift stocks, but yields stay elevated · Moving Markets · Oct 5
- Massive new corporate and AI debt supply is argued to push long-term yields higher.Fed Losing Control: How AI Borrowing Reshapes Bonds And Gold · Felix Nikolas Prehn's Podcast · Oct 11
- Host argues hedge funds leveraged in Treasuries could be forced to sell, spiking yields and hitting assets.Sulphuric Acid Ban And Dollar Crisis: What Comes Next · Felix Nikolas Prehn's Podcast · Oct 10
- Ten-year Treasury yield hit a two-decade high, raising borrowing costs and pressuring banks and real estate stocks.What’s News in Markets: Refiners Cash In, AI Stocks Wobble, Homebuilder Blues · WSJ Your Money Briefing · Oct 10
- Rising long-term yields raise borrowing costs for AI projects, mortgages and construction, pressuring risk assets.Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth · The Canadian Investor · Oct 10
- Rising rates are derating equities and driving the stock-bond correlation, hurting rate-sensitive stocks.Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility · The Markets · Oct 9
- Rising 10-year yields from AI debt issuance and Fed hikes threaten the economy, housing and borrowers.Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · The Real Eisman Playbook · Oct 9
- Multi-decade high US yields and firmer-for-longer rate expectations pressure tech and growth stocks.Market Watch (08/10): Dollar strength, tech pressure and Asia's AI bet #SGToday · CNA938 Rewind · Oct 8
- Treasury yields near 24-year highs pressure stocks, real estate and corporate financing costs.Rising yields, AI momentum and media industry challenges 10/8/26 · Morning Call · Oct 8
- Rising long yields across developed markets are pressuring stocks, REITs, utilities and bond portfolios alike.Small Caps Are About to Have Their Moment | Jeff Weniger · The Acquirers Podcast · Oct 8
- Long-end yields above 5% and term premium create valuation headwinds for long-duration assets.Charter House Rules - Ep 3 | A Tax, Not a Verdict · Charter House Rules · Oct 8
- Rising real yields pressure equity valuations and compete with stocks for capital, the hosts argue.Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26 · The Exchange · Oct 7
- Long-end yields hitting multi-decade highs and rising volatility signal liquidity stress and risk of breakage.Bitcoin DUMPS To $83K As Bond Yields Break 24 - Year Highs · The Wolf Of All Streets · Oct 7
- Long US yields pinned at multi-decade highs are a critical pressure on richly valued stocks and global conditions.Europe wobbling again as US posts another all-time high. · Saxo Market Call · Oct 7
- 10-year yields at highest since 2002 pressure stocks, mortgages and debt servicing costs.10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/26 · Squawk on the Street · Oct 7
- Surging 10-year yields and heavy bond supply pressure stocks and rate-sensitive assets.9AM HOUR: Stocks Pull Back From Record Highs, Marvell CEO Exclusive, "Halftime Report" Rings NYSE Opening Bell 10/7/26 · Squawk on the Street · Oct 7
- Yields stuck near multi-decade highs raise pressure on rate-sensitive assets and fiscal debt costs.Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure? · Bits + Bips · Oct 6
- A rapid rise in 10-year Treasury yields raises cost of capital and makes risky equities less attractive.What Rising Bond Yields Mean for the IPO Pipeline · Schwab Network · Oct 6
- Yields near multi-decade highs as deficits and fewer foreign buyers push borrowing costs up.Markets Radar 📡 Ray Dalio Says a Debt Crisis Is 3 Years Away. The Treasury Says Relax. · Age of Jeremy · Oct 6
- Ten-year yields climbed from about 4.5% toward 5.25% on AI debt supply, deficits and oil, pressuring valuations.5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78 · The Real Eisman Playbook · Oct 5
- Long-end yields rising above 5% threatens risk assets, though hosts debate whether old yield-curve signals still apply.How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026 · Real Vision · Oct 5
- Surging Treasury yields and heavy debt supply pressure growth stocks, though some cash-rich firms benefit.Facing Our Investing Fears · Motley Fool Hidden Gems Investing · Oct 5
- Heavy supply and weaker foreign and pension demand are pushing long-end yields higher.Harley Bassman, The Convexity Maven · Alpha Exchange · Oct 6
- US 10-year yield near 2002 highs and French spreads widening raise concern about debt sustainability.ep 402 | The week ahead - Another cracking earnings season expected · On Point · Oct 10
- Host says 10-year yields at multi-year highs push mortgage rates higher.Dollar Reset: How Inflation Is Being Quietly Recalibrated · Felix Nikolas Prehn's Podcast · Oct 9
- Long-end yields near multi-decade highs and heavy AI debt issuance pressure markets.OpenAI revenue report triggers volatile AI trade · Squawk Box Europe Express · Oct 9
- Rising yields pressure housing and markets; the guest sees bonds as only a trade, not sustainable.AI Is Propping Up the Economy. The Fed Could Break It. · Wealthion · Oct 9
- Rising long-term yields from strong growth, inflation and fiscal pressure weigh on housing and debt-sensitive sectors.11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26 · Squawk on the Street · Oct 9
- Long-term yields at multi-decade highs and weak auction demand point to rising pressure on borrowers and markets.Fed Is Quietly Checking Biggest Banks' Exposure To $1.3T Private Credit · Bitcast · Oct 8
- Long-end Treasury yields have risen sharply, raising concerns about federal debt sustainability and bond market stress.Califoreboding · Eye On The Market · Oct 8
- SpaceX bonds trade at discounts and CDS spreads widened, signaling rising debt risk.SpaceX Raised $111B — It Already Needs More · Prof G Markets · Oct 8
- Rising global yields from deficits, inflation and AI debt pressure stocks and banks.Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26 · CNBC's "Fast Money" · Oct 8
- The 10-year yield above 5% raises financing costs for borrowed AI infrastructure and highly leveraged builders.The Price of Speed: Who Pays for the AI Boom? · The AI Supercycle · Oct 8
- 10-year yield near 5.3%, highest auction yield since 2000, raising borrowing costs and refinancing stress.126: Saying It Out Loud · This Week in Bitcoin · Oct 7
- Global yields rising to multi-year highs pressure rate-sensitive stocks, though not yet a clear economic threat.Halftime Report Celebrates 15 Years 10/7/26 · Halftime Report · Oct 7
- Ten-year yield near 5.28% with higher-for-longer rates weighing on long-duration assets.Wednesday - October 7, 2026 · The Dividend Cafe · Oct 7
- Ten-year yields hit a 24-year high, and higher rates threaten equity valuations and risk premiums.11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · Squawk on the Street · Oct 7
- Ten-year yields above 5.3% pressure valuations and smaller companies' borrowing costs.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Armstrong argues long-term rates are set by the market, so war-driven debt issuance makes bond buying risky.Martin Armstrong #1468 · Coffee and a Mike · Oct 6
- Rising long-term yields and term premium pressure equities and high-debt businesses.The S&P 500 Is Hiding a Much Uglier Market · In the Money with Amber Kanwar · Oct 6
- Treasury yields are expected to stay above equilibrium into 2027 due to growth, inflation and issuance.Asia Faces a New Rates Reality · Market Watch · Oct 6
- Treasury yields at multi-decade highs pressure bonds and raise risks for equities if they keep climbing.AI, rates and global growth shape the market outlook 10/6/26 · Morning Call · Oct 6
- French and U.S. yields rising sharply raise fiscal and debt worries that could pressure markets.10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26 · Squawk on the Street · Oct 6
- Higher Treasury yields push up borrowing costs and pressure real estate valuations and refinancing.Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate · Animal Spirits · Oct 5
- Oversupply of Treasuries and corporate debt pushes yields toward 6-7%, risking a Treasury market accident.Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead · Wealthion · Oct 5
- Rising Treasury yields raise borrowing costs across private credit and refinanced loans.Private Credit: Just Because We’re Not Talking About It Doesn’t Mean It’s Not a Problem. · Unf*cking The Republic · Oct 5
- The 10-year Treasury yield near a 24-year high may keep pressuring stock valuations.House View Daily | Building resilience to navigate market risks · UBS On-Air: House View · Oct 5
- Sovereign spreads, 30-year yields above 6% and weak Treasury auction demand signal fiscal stress.Markets Weekly podcast (5 October 2026): Where next for currencies? · Barclays Private Bank Podcasts · Oct 5
- Yields near 20-year highs and a sharp MOVE index jump signal rising bond market stress.Ten31 Timestamp: Gilt Trip · TFTC: A Bitcoin Podcast · Oct 5
- Long-end yields near multi-decade highs raise cost of capital and risk stress in markets.Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26 · Power Lunch · Oct 7
- Ten-year yields hit a roughly 24-year high, pressuring rate-sensitive stocks, banks and small caps.Closing Bell 10/7/26 · Closing Bell · Oct 7
- Rising long-end yields and heavy issuance pressure bonds and make duration unattractive for hosts and guests.Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26 · CNBC's "Fast Money" · Oct 5
- Long-dated bonds bought at low rates have fallen sharply as yields rose, hurting income investors.Jeff Zylestra e28-Wall Street's Next Big Crypto Move Could Change Everything · Winning With Winans! · Oct 9
- 10-year yields above 5% are expected to stay elevated, pressuring tech valuations and multiples.Anthropic S1 Leaked, ElevenLabs Hits $22B, Oura Pulls $2.2B IPO & How Midterms Will Impact AI · trading places · Oct 9
- Rising yields are squeezing French and UK public finances and raising debt-servicing costs.Fed on Hold, Inflation Rising: What the FOMC Minutes Really Revealed · LiveSquawk Market Talk · Oct 9
- Ten-year yield breakout above resistance suggests higher yields, a headwind for certain market segments.Katie Stockton Still Sees a Bull Market. So Why Is Her ETF Only 50% in Stocks? · Excess Returns · Oct 8
- Rising short-end yields weigh on rate-sensitive sectors, though some panelists see attractive bond yields.The Rally and Rising Rate Risk 10/8/26 · Halftime Report · Oct 8
- Rising rates and passive selling pressure in sovereign bonds are presented as a growing risk.MacroVoices #553 Brent Johnson: Disparate Housewives · Macro Voices · Oct 8
- Rising 10-year yields and mortgage rates squeeze consumers and companies' cost of capital.Did Google just revive the nuclear trade? · Wall Street Unplugged - What's Really Moving These Markets · Oct 7
- Structurally higher long-term rates are expected as deficits and inflation weigh on yields.Janet Yellen on Debt, China and the Future of American Power · The Call by the Global Intelligence Desk · Oct 7
- French 10-year yields near 5% and widening spreads to Germany signal fiscal stress.Global Economy Faces New Test with $100 Crude · Global Business insights · Oct 7
- Elevated US Treasury yields pressured share markets and gold.AM 08 Oct 26: ASX under pressure as Wall Street retreats · CommSec Market Update · Oct 7
- Long-term yields keep rising to multi-decade highs, pressuring bonds and rate-sensitive assets.Sudden Wealth Syndrome (EP. 485) · Animal Spirits · Oct 7
- Rising Treasury yields and possible basis-trade stress could cause a disorderly bond market.10 02 2026 Jesse x Maggie · Wealthion · Oct 5
- The 10-year yield above 5.3% pressures valuations and pushes France's bond spreads wider.11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · Squawk on the Street · Oct 5
- The 10-year yield above 5% pressures mortgages and borrowers, and risk premiums have compressed.Ep 7: Warren Buffett’s Business Lessons, the AI Boom & a Changing IPO Market · Fundamentals Unfiltered · Oct 5
- Rising 10-year yields erode valuation support and are the main risk to equities.10AM Hour: 5-10% Pullback Coming? C.H. Robinson CEO of Deal for RXO, Former DOJ Antirust Chief on AI Regulation 10/5/26 · Squawk on the Street · Oct 5
- A 30-year Treasury yield near 7.6% keeps borrowing costs elevated across the economy.Episode 485: The AI Debt Reckoning, Microsoft's Product Layer, and the Infrastructure Strain · BrianBot Broadcast · Oct 11
- Ten-year yields hit a year high near 5.36%, pressuring risk assets before partial relief.108 Wealth Weekly Market Wrap – 10 Oct 2026 · Weekly Markets Brief from 108 Wealth · Oct 10
- Surging yields raise discount rates, hammering valuations of high-growth semiconductor companies.My Daily AI & Markets Briefing — Saturday, October 10, 2026 · My Daily AI & Markets Briefing · Oct 10
- Heavy government debt issuance may push yields higher and draw money out of stocks.Rate Hikes And Oil Shocks: Why Central Banks Are Buying Gold · Felix Nikolas Prehn's Podcast · Oct 10
- Treasury yields above 5% raise discount rates and make fixed income more attractive than growth stocks.Analyze This: ABTC, HUT, DMG, WYFI, BTDR, SLNH, HIVE, MARA & IREN Stock News! · Power Analysis · Oct 9
- Rising treasury yields and mortgage rates pressure markets and housing, creating jitters across assets.ROLLUP: AI Threatens Crypto Security | Tom Lee Stops Buying ETH | Ethereum L2s Shut Down | Zcash ETFs · Bankless · Oct 9
- Deficits and policy choices are repricing bonds, with possible further selloffs and an inverted curve ahead.Q3 Banks: Good Numbers, Bad Stocks · Benny & The Squirrel · Oct 9
- Rising yields and deficit worries could push the 10-year toward 6%, pressuring stocks and mortgages.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- Treasury yields near multi-decade highs are pressuring bank stocks and raising bond mark concerns.10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26 · Squawk on the Street · Oct 8
- California municipal bonds may face credit risk if the state's tax base shrinks.Are You Overpaying for Mutual Funds? Plus: CalPERS Retirement & The California Billionaire Tax · Planned Solutions · Oct 8
- Rising yields and bond losses pressure duration assets and listed property valuations.Order Pad | AI Growth Meets Defensive Income: Astera Labs (ALAB.NAS) and Charter Hall Social Infrastructure REIT (CQE.ASX) · Talk Money To Me · Oct 8
- Rising 30-year yields near multi-decade highs pressure equities and raise rate concerns.Oil Spike, The Technical Take, and Oppormunities 10/8/26 · The Exchange · Oct 8
- Borrowing costs and long-term yields are moving higher, increasing government financing pressure.The American Idea: Money and Politics: The National Bank, the Federal Reserve, and America’s Finances · The Ricochet Superfeed · Oct 7
- Treasury yields at multi-decade highs ahead of a 10-year auction and Fed minutes.AI, crypto and market breadth drive the trading day 10/7/26 · Morning Call · Oct 7
- Recent rises in long-term Treasury yields signal investor unease about the fiscal path.Treasury Secretary Joins the Good Government Show · Good Government Show · Oct 6
- Tight spreads and a five percent ten-year yield suggest little risk premium; long-end supply and the $40 trillion debt are concerns.Alex Wright: Partner and Global Wealth Strategist at Apollo · Why Invest? · Oct 6
- Rising Japanese yields and the yen carry trade unwind threaten global financial stability.Jim Rickards: Washington Needs Inflation, Here's Who Pays · Kitco NEWS · Oct 5
- Long yields rose quickly, and European spreads widened, raising concern about bond market stress.Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 · Power Lunch · Oct 5
- The 10-year yield near 5.3% pressures markets, and Treasury Secretary Bessent conceded he cannot control yields.9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · Squawk on the Street · Oct 5
- Elevated 10-year yields and French debt worries raise borrowing costs and fiscal strain.The Daily Allocator: Aramco warns the oil cushion is gone; DeepSeek nears a bigger round; Pension funds cut US stocks over AI · The Angus Briefing · Oct 6
- Rising French and US long-term yields signal fiscal stress and pressure on borrowing costs.Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots · All-In Podcast · Oct 10
- Elevated Treasury yields are seen as a ceiling on equity gains until they normalize.Morning Call 10/9/26 · Morning Call · Oct 9
- Cramer warns Kimberly-Clark would suffer if the ten-year yield rose to six percent.CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26 · Squawk on the Street · Oct 9
- Ten-year Treasury yields hit a multi-decade high, weighing on gold prices.Morning Briefing: Magna Mining Publish Levack PEA and Give Approval for Restart · Mining Stock Daily · Oct 8
- A rate blowout from fiscal concern would hurt commercial real estate and bond funds forced to sell.Ex-Goldman MD: "Credit Markets Move in Step Functions" · Odds on Open · Oct 8
- Yields near 24-year highs and a weak auction raise pressure on equities and debt-laden deals.9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 · Squawk on the Street · Oct 8
- Treasury yields at multi-year highs and rising, pressuring markets.AI Math vs. Human Math & Tariffs in the Midterms 10/8/26 · Squawk Pod · Oct 8
- Ten-year yield backed up about 50 basis points in a month, pressuring equal-weight stocks.Closing Bell 10/8/26 · Closing Bell · Oct 8
- Rising Treasury yields near multi-decade highs are seen as an impediment to bond and equity markets."I Call Myself A Drill Baby Drill Democrat" – Rep. Jon Rosenthal, Candidate for Texas Railroad Commissioner · C.O.B. Tuesday · Oct 7
- Surging yields raise borrowing costs for companies funding large AI investment programs.SpaceX in Talks to Borrow $40B to Buy Nvidia Chips, Uber Gets Into the Catering Business · The Rundown · Oct 7
- Surging Treasury yields raise borrowing costs and pressure non-AI businesses.White House Launches 'Super Intelligence Force', The Stock Market Is More Divided Than It Looks · The Rundown · Oct 5
- Cramer warns long-bond yields near 6% from heavy government and data-center borrowing demand will color markets.Mad Money w/ Jim Cramer 10/9/26 · Mad Money w/ Jim Cramer · Oct 9
- Rising yields and French fiscal worries could pressure long-duration tech and push yields higher.Closing Bell Overtime 10/8/26 · Closing Bell · Oct 8
- Rising ten-year yields compress valuations of long-duration growth cash flows like those of Axon.Episode 27: Brian Stoffel on Antifragile Portfolios in a Chaotic World · Shooting the Bull With Drowsy and Bear · Oct 11
- Rising rates have made fixed income a poor diversifier, with the trend still higher.The Strategy That Can Win When Stocks Crash · Money Tree Investing · Oct 9
- The 10-year auction at 5.30 with yields creeping higher is flagged as not great for markets.Intel Fell on TSMC Fears — Then Musk Stepped In | Where I'd Buy It | Midweek Check-In · Stonkcast · Oct 8
- French 10-year yields rising above Italy's signals new debt stress in Europe.S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 · Power Lunch · Oct 6
- Rising long-term yields make multi-decade data center and power projects significantly more expensive.Systems Rewritten: AI · The Next Five · Oct 6
- Rising 10-year Treasury yields, tied to the Iran war and oil shock, raise AI borrowing costs.Big Tech CEOs fear AI bubble could pop soon: US govt is protecting them · Geopolitical Economy Report · Oct 5
- Surging bond yields were cited as one pressure weighing on semiconductor stocks.My Daily AI & Markets Briefing — Sunday, October 11, 2026 · My Daily AI & Markets Briefing · Oct 11
- Rising 10-year yields and concern about over-levered U.S. balance sheet signal stress.Chris Hentemann, Founder and CIO, 400 Capital Management · Alpha Exchange · Oct 9
Mixed 20
- Treasury yields surged on Fed repricing, hurting bonds, though high yields now look attractive for buyers.Talking Markets Podcast Series (Preferreds) with Derek Pines (Bramshill) & Frank Sileo (UBS CIO) · UBS On-Air: Market Moves · Oct 8
- Yields are rising for growth and supply reasons, but Ashworth sees the sell-off as overdone and a buying opportunity.Is it Time to Buy Bonds? - Why 5% Treasury Yields Aren't Scary, the Hyperscaler Debt Binge and the Bank of England's QT U-Turn with Marcus Ashworth · Hypernormal Investing: Growing Capital & Protecting Wealth Amid Radical Uncertainty · Oct 7
- Yields rose despite soft data on technicals and global bond selloffs, though Dreho expects them to fall later.Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat · UBS On-Air: Market Moves · Oct 5
- Rising long yields lift mortgage and borrowing costs but offer an attractive bond entry point despite further rise risk.What 26 Million Paychecks Reveal About the Economy (With Nela Richardson) · On Investing · Oct 9
- Speakers disagree on whether bonds are a buy, with oil and deficits driving yield outcomes.The Alt(man)ernative Narratives · Behind the Markets Podcast · Oct 9
- Yields may take a breather, which could lift stocks, gold and Bitcoin, though trend has not changed.Stocks, Gold & Bitcoin Could Rally. Did OpenAI Light the Fuse? · The Market Notebook | Market analysis with Nico de Bony · Oct 11
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- Rising term premium and fiscal consolidation expectations make long-dated Treasuries a possible buy versus Europe.WHAT WOULD JACKSON DO? (Guest: Marvin Barth) · The Market Huddle · Oct 10
- Speaker adds short-dated Treasuries and expects yields to fall, but questions the path and cause.Your Portfolio Is One Big AI Bet — The Diversification Illusion · Wealthion · Oct 5
- Global yields rising on central bank repricing, though Zervos sees real rates as high and likely to ease.Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26 · Power Lunch · Oct 8
- Treasury yields offer positive real returns for bond investors, but long-end valuations look stretched and vulnerable.#143 - Jeffrey Sherman: Preparing for a New Regime · Insightful Investor · Oct 6
- Treasury yields at multi-decade highs drew buyers and produced a relief rally, though risks remain.A Fête Sans Tech (E280) · DoubleLine Minutes · Oct 9
- Speakers debate whether high yields offer a buying opportunity, with income offsetting price risk for bondholders.Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26 · The Exchange · Oct 6
- Yields rose, but Bessent argues inflation expectations are anchored and US bond demand remains strong.Scott Bessent on Trump Accounts, China Risk and the Fight to Stabilize the Economy · Greta Wire · Oct 9
- Treasury yields fell sharply after a 30-year auction and Trump's comments, while European yields rose.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
- Yields at multi-year highs pressure markets, though Apollo sees a possible turn and Dalio warns of foreign selling.Why Bank of America says the end of AI capex's 'easy money' is coming · The 8:30 · Oct 6
- Long-dated US yields eased after a solid 30-year auction, but yields remain near multi-decade highs.The Daily Allocator: Firmus pulls its Australian IPO; ESMA sets a stablecoin deadline; China rejects EU hybrid curbs · The Angus Briefing · Oct 9
- Higher yields offer attractive bond income yet pressure equities and growth stocks.Closing Bell 10/9/26 · Closing Bell · Oct 9
- Higher rates pressure valuations, but bonds may suit lower-risk investors, the guest argues.From just R15k to 6 million SA socks. Plus: A storm at Afrimat · Bruce Whitfield’s Business Week · Oct 8
- Ten-year yields hit a 24-year high, yet stocks are ignoring the bond market for now.Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power · The Rundown · Oct 6
- Ten-year yields near 5.3 percent raise capital costs yet have not slowed AI debt issuance.9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26 · Squawk on the Street · Oct 6
Neutral 9
- Cramer frames the 1 p.m. 10-year note sale and yield moves as the key market watch item.CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26 · Squawk on the Street · Oct 7
- Index-linked and nominal bonds are explained factually, comparing how their cash flows and break-even rates work.CG ASSET MANAGEMENT - CGAM: All you need to know about Index-Linked Bonds · Investor Meet Podcast - AI · Oct 8
- A 15 basis point ten-year move was discussed as a volatility reminder, with the curve flattening.Thursday - October 8, 2026 · The Dividend Cafe · Oct 8
- Treasury auction results and rising borrowing costs matter for credit-dependent companies, though the episode frames it factually.Mad Money w/ Jim Cramer 10/7/26 · Mad Money w/ Jim Cramer · Oct 7
- Fed balance sheet, reserves and treasury footprint are discussed factually as operational issues.George Selgin on the New Deal and the History of Banking Crises · Macro Musings with David Beckworth · Oct 5
- Discussed as a backdrop of global bond sell-off prompting portfolio diversification questions.Q+A: Why big investors are taking Bitcoin seriously · FEAR & GREED | Business News · Oct 5
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- Eisman is not worried yet because credit spreads have not blown out despite higher yields.“Big Short” Investor Steve Eisman Isn’t Calling a Crash—But He Sees One Big Risk · In the Money with Amber Kanwar · Oct 8
- Investors should keep fixed income for balance given how bonds are trading.The Mag 7 Grip That Won't Let Go · Schwab Network · Oct 7
- Brief mention of recapitalization money, with no clear investing angle on yields.The Chinese Banking Collapse Has Started · IAllegedly · Oct 7
Around it
Companies named
- Eli Lilly 1
- Regeneron1
- Berkshire Hathaway 1
- Pemex1
- SpaceX 1
- SoftBank 1
Shows that covered it most
- Squawk on the Street14
- Closing Bell5
- Power Lunch4
- UBS On-Air: Market Moves4
- Wealthion4
- Morning Call4
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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