Macro and Rates
Bond market and yields
Treasuries, term premium, bond vigilantes
- Episodes
- 138
- Share
- 13%
- Shows
- 102
- Net sentiment
- −0.51
Down from 15% of episodes in the weeks before; net sentiment was −0.73.
Bullish 10Mixed 45Neutral 6Bearish 77
4 weeks
Share of each week's episodes, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 10
- Rosenberg expects Fed cuts and a mean-reversion rally in Treasuries, with bearish positioning setting up a surprise.David Rosenberg: What the Bond Market Is Telling Us · Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth · Oct 17
- Bianco argues long yields now sit at fair levels, so bonds offer attractive returns with limited downside.Jim Bianco: Why I’m Finally Buying Bonds After Six Years · Monetary Matters with Jack Farley · Oct 18
- Yields now sit in a 5-6% range matching nominal growth, making bonds no longer expensive and worth buying.Is It Time to Start Buying Bonds? | Jim Bianco · Hidden Forces · Oct 12
- China's bond market is the world's second largest and offers higher rates, attracting foreign capital.Is CHINA becoming the next global FINANCIAL HUB? - VisualPolitik EN · VisualPolitik EN · Oct 16
- Yields expected to fall over six months as rate-hike expectations unwind, though rates may chop near term.Top of the Morning: CIO Strategy Snapshot - Q3 earnings, oil prices, inflation data · UBS On-Air: Market Moves · Oct 12
- Higher starting yields make bonds attractive, and bonds would likely do well if the AI trade falls and yields drop.How Do You Hedge a Concentrated Stock Market? · Ask The Compound · Oct 14
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- Long-duration bonds offer equity-like returns and Treasury tools could push yields down.#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed · The Julia La Roche Show · Oct 15
- Ritholtz argues bonds now offer attractive tax-equivalent yields, competitive with equity-income alternatives.AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? · Excess Returns · Oct 14
- He calls the 5.2% 10-year yield a screaming buy and expects yields to fall eventually.David Rosenberg: The AI "Mania" Is More Extreme Than 1999 · RiskReversal Pod · Oct 16
- Yields rising now are expected to reverse at least in 2027.Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 74) · UBS On-Air: Market Moves · Oct 15
Bearish 77
- Hosts keep a bearish bond view; yields are expected to stay high while inflation and demand remain strong.Bond Bulls Beware · GlobalData TS Lombard: Perkins Vs Beamish · Oct 12
- Higher Treasury rates and wider spreads raise borrowing costs for data center financing.AI Boom Faces a Higher-Yield Roadblock · Thoughts on the Market · Oct 16
- Real yields rising sharply, with G7 bond yields up about a point, pressures valuations and investors.Are rising bond yields a threat to stock markets? · Asset Allocator · Oct 15
- Yields breaking out globally on term premium, fiscal risk and inflation pressure weigh on bonds and stocks.Hedgeye Investing Summit Fall 2026 | Jurrien Timmer, Director of Global Macro at Fidelity · Hedgeye Podcasts · Oct 17
- A messy debt ceiling standoff could trigger a bond selloff given poor liquidity and rising Treasury volatility.Lame Ducks, Black Swans, and the 2026 Midterm Elections · The Spillover · Oct 15
- Speakers argue yields should stay around five percent and remain elevated, pressuring bond holders and borrowers.Hedgeye Investing Summit Fall 2026 | Jim Bianco, President of Bianco Research · Hedgeye Podcasts · Oct 14
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- Speakers argue rising yields and a debt-market stress point signal a dangerous breakdown ahead.Is the Debt Market About to Trigger a Financial System Collapse? with Greg Mannarino · Zang International Podcast with Lynette Zang · Oct 13
- Surging French yields and rising term premiums signal investors demanding more to hold government debt.Europe’s Bond Market Is Starting to Break—and America Is Next! | Bitcoin Simply · Simply Bitcoin · Oct 12
- US government bond yields rose sharply after Warsh's July press conference, reaching 30-year highs.Lessons in communication for Kevin Warsh. With Chris Giles · The Economics Show · Oct 16
- Hosts stress the 10-year yield near 5.1 percent and its link to mortgage rates, hurting borrowers.Ep 306 Hour 2 26.10.15 · China Now · Oct 15
- Rising yields hurt bond prices and trading desk volumes, though they boost bank lending margins.How Wall Street Really Makes Its Money | JPMorgan, Goldman Sachs & BlackRock · Market Maker · Oct 15
- Government bond selloff and rising real yields pressure bond valuations and raise capital loss risk.CG ASSET MANAGEMENT - CG Asset Management Quarterly Update – Q3 2026 · Investor Meet Company - Audio Archive · Oct 13
- Treasury yields spiked as bonds sold off alongside stocks, undermining their safe-haven status and raising borrowing costs.Is China Dumping the Dollar? - And is Ray Dalio Right about Reserve Currencies? · Patrick Boyle · Oct 13
- Rising sovereign yields and term premium pressure signal stress for over-leveraged governments and borrowers.The Bond Market Is About To Force Europe Into Shutdown | Nik Bhatia and James Seyffart · Rob Wallace | Bitcoin News · Oct 12
- Rising long-term yields pressure equity multiples and broadening, though guests see a possible near-term top.Closing Bell 10/12/26 · Closing Bell · Oct 12
- Ten-year yields spiked to about 5.3% then fell; the move drove the broader selloff in rate-sensitive stocks.Tech Stock Rotation: What It Means for Retirement Income · The Tom Dupree Show · Oct 17
- Rising real yields raise required returns and reduce present value of long-duration growth stocks and dividend payers.AI Shortens The Moat with Todd Wenning, President and CIO of KNA Capital Management · Planet MicroCap Podcast | MicroCap Investing Strategies · Oct 18
- Paper argues nominal bonds deliver poor real long-term returns and are riskier over lifetimes.Why Not All In Stocks? and Why Your Retirement Needs Zero Bonds？ · Deep Values · Oct 17
- Low real rates expected under debt pressure mean bonds will lose purchasing power.Your Cash and Bonds Are Paying for the Debt Crisis · Less Noise, More Signal · Oct 17
- Treasury dealer outreach on auction demand and rising yields seen as spooking equity markets.Volatility Views 699: Something is REALLY Spooking This Market · The Options Insider Radio Network · Oct 16
- Rising long-end yields in the US and Europe are driving risk-off sentiment against resource equities.September Mining Equities Lag Commodities as Liquid Leaders Buy Quality · Company Interviews · Oct 15
- Treasury and MBS yields rose on inflation data, with a fragile rally and rate-hike expectations.10.15.26 Demo Day; Polunsky Beitel Green's Andy Duane and Tye McWhorter on DSCR; Wholesale Inflation · Chrisman Commentary - Daily Mortgage News · Oct 15
- Widening high-yield and CCC credit spreads signal a downswing in the credit cycle and rising risk aversion.Paul Tudor Jones Just Issued a Terrifying Warning for 2027 · Eurodollar University · Oct 14
- Yields rose sharply intraday and the curve keeps flattening, a historically weak signal.Wednesday - October 14, 2026 · The Dividend Cafe · Oct 14
- Speakers expect long-term yields to keep rising, pressuring longer-duration bonds, favoring short end.How should I be positioned? with Steve Chiavarone (Federated Hermes) and Jason Draho (UBS CIO) · UBS On-Air: Market Moves · Oct 14
- Rising 10-year yields from deficits are expected to keep grinding higher, pressuring equities.Data Centers Earn, Washington Doesn't · Telltales · Oct 14
- Hot CPI pushed rates up and a 30-year yield near 6% threatens housing and other sectors.Mad Money w/ Jim Cramer 10/14/26 · Mad Money w/ Jim Cramer · Oct 14
- Rising yields and a hotter CPI pressure stocks and raise rate hike odds, weighing on risk assets.Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · Halftime Report · Oct 14
- Treasury yields above 5% and heavy government issuance pressure bond and equity markets.127: The Squeeze Is On · This Week in Bitcoin · Oct 14
- Long-term Treasury yields are rising sharply, reflecting inflation and fiscal risk.2026-10-12 The Fed's Last Hail Mary: A Debt Crisis, Inflation, and the Future of Gold · Retirement Lifestyle Advocates · Oct 12
- Rising yields pressure stocks and P/E multiples, though locking in bond income is attractive.Why Stocks Keep Setting Records While Rates Rise, Plus New Tax Breaks for Seniors Over 65 · Money Matters with Dean Greenberg · Oct 12
- Treasury yields have risen sharply despite administration efforts, pressuring markets and debt sustainability.If Not Now, Then When Will These AI Companies Go Public? · RiskReversal Pod · Oct 12
- Long-term yields near 5.36% and widening European credit spreads signal rising borrowing pressure and downside risk.5 Stocks to Sell for Tax-Loss Harvesting · The Morning Filter · Oct 12
- Rising yields and bond losses raise concern about vigilantes and debt stress, though growth partly explains them.The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On? · Two Quants and a Financial Planner · Oct 12
- Falling foreign demand and higher yields weaken Treasuries and the dollar.The Federal Reserve Is Screwed - Robert Kientz · Kerry Lutz's--Financial Survival Network · Oct 17
- Rising yields push up borrowing costs for debt-funded AI infrastructure builders.Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate · Big Technology Podcast · Oct 16
- Higher yields and weaker foreign demand for Treasuries hurt bond holders and pressure the government.The Federal Reserve Is Screwed - Robert Kientz - #6428 · Financial Survival Network · Oct 16
- Rising yields and higher cost of capital are pressuring interest-sensitive, debt-funded companies.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- Distressed trading in neocloud bonds points to rising credit risk for AI-related debt.Is Berkshire Bending the Rules With Bending Spoons? · Motley Fool Hidden Gems Investing · Oct 15
- Rising Treasury yields and spreads raise refinancing costs for indebted AI infrastructure firms.CoreWeave Is Imploding — And Taking AI Stocks Down With It · Prof G Markets · Oct 15
- Shrinking foreign demand and heavy maturities threaten Treasury supply-demand balance and raise yields.Why Ray Dalio is Worried About an AI Bubble · The Most Interesting Thing in AI · Oct 14
- Rising gilt and US Treasury yields are expected to pressure property yields over the coming months.VALUE AND INDEXED PROPERTY INCOME TRUST PLC - New purchases, portfolio update and 30 September 2026 portfolio valuation · Investor Meet Company - Audio Archive · Oct 14
- Rising 10-year yields near 2007 highs and heavy debt issuance could become a breaking point for markets.S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway · Wealthion · Oct 12
- France's widening spread and high debt signal fading confidence in European sovereign bonds.Market Cracks Under AI Debt Burden | The Weekly Wrap · The Real Eisman Playbook · Oct 16
- Rising Treasury yields pressured AI and tech shares, with the 10-year near 5.1%.11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26 · Squawk on the Street · Oct 16
- Heavy AI corporate debt issuance competes with Treasuries, likely pushing yields higher; fund shorts Treasuries.Lonis Hamaili: Launching an AI Supply Chain Hedge Fund · Value Hive Podcast · Oct 16
- Yields jumped on hot CPI and mortgage rates rose, tightening financial conditions.AI Trade Faces a Reality Check 10/14/26 · Closing Bell · Oct 14
- Rising 10-year yields seen as a dangerous signal of fiscal stress and possible default risk.Bitcoin's Next Peak Is Further Away Than You Think. Here's Why | Saifedean Ammous · The Wolf Of All Streets · Oct 14
- Rising 10-year yields above 5 percent make bonds competitive with stocks and pressure valuations.11AM Hour: Morgan Stanley CEO, Merck CEO & Former NEC Director Gary Cohn 10/14/26 · Squawk on the Street · Oct 14
- Government bond volatility and widening spreads, including for hyperscalers, pressure fixed income.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
- Rising interest rates push investors out of utility stocks into bonds, suppressing utility share prices.ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST PLC - Investor Presentation · Investor Meet Podcast - AI · Oct 14
- The 10-year yield above 5% raises borrowing costs and pressures valuations.FTM 520: The Inflation Trap (War, Rising Prices & the October Surprise) · Follow the Money with Jerry Robinson · Oct 14
- Heavy AI-linked bond supply is pushing spreads wider and yields higher across credit markets.AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26 · CNBC's "Fast Money" · Oct 14
- Rising yields and treasury pressure diverge from stock highs, and CDS on AI names is widening.Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal · RiskReversal Pod · Oct 13
- Treasury yields above 5 percent pull money from stocks and raised pressure on IPO valuations.Why Oura Put Its IPO on Pause · The Journal. · Oct 13
- Long-term yields rising sharply to about 5.2%, a concern for investors and the economy.A Season of Moderation in the Year of Boom and Doom · Notes on the Week Ahead · Oct 12
- Rising global bond yields drove bank share price corrections, though Singapore yields rose less than US yields.Rate Hikes and AI Reality Check · ASEAN Speaks · Oct 12
- Rising long-term rates are pressuring small, levered, cyclical businesses hardest.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast · The Acquirers Podcast · Oct 17
- AI borrowing rates and Oracle's debt trading below par signal rising perceived credit risk.AI Lending Risk: How Banks Earn Fees And Transfer Exposure · Felix Nikolas Prehn's Podcast · Oct 17
- Rising long-term Treasury yields raise financing costs across leveraged AI and other spread-dependent businesses.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In Podcast · Oct 17
- Long-end yields have risen sharply as the AI boom absorbs savings, crowding out other investment.Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed · Prof G Markets · Oct 16
- Treasury yields spiked after hot inflation, and future debt supply may push yields higher still.ROLLUP: Redtober Is Here | AI Debt Fears | $102M Ledger Attack | Richard Heart Arrested · Bankless · Oct 16
- Rising advanced-economy yields raise global financing costs, according to the IMF.Meloni Slams Diesel Deal, IMF Warns Debt Crisis Looms, Timor Leste Schools Close as Haze Brings Hazards, Yemen Conflict Strikes Aramco, and more... · World News Daily · Oct 16
- Rising yields tied to AI-related debt issuance pressured the market, hitting AI stocks hardest.The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26 · Halftime Report · Oct 15
- Rising yields and widening credit spreads raise financing costs for debt-funded AI buildouts.Bitcoin and AI with Jordi Visser · Galaxy Brains · Oct 15
- Hot inflation data lifted yields and raised fears of a bond selloff.Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26 · The Exchange · Oct 14
- Rising yields and hot inflation pressure valuations and raise cost of capital.Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26 · Power Lunch · Oct 14
- A bond sell-off inflicted large unrealized losses that flowed through capital ratios.JPMorgan Chase (JPM): Slashing Buybacks 84% & Blocking Rogue Bots [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 14
- Higher yields, with the 10-year near 5.3%, weigh on equities and risk appetite.10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · Squawk on the Street · Oct 14
- Fast rises in the 10-year yield hurt bank bond trading and deal activity.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
- Rising rates lowered bond values and hurt fixed income trading at major banks.Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI · The Rundown · Oct 13
- The 10-year Treasury yield at a 24-year high is pressuring gold by making the dollar more attractive.Morning Briefing: SSR Mining Acquires Roxmore Resources · Mining Stock Daily · Oct 13
- Dimon links rising Treasury yields and deficits to risks for the AI trade.JPMorgan CEO Jamie Dimon has his eye on global deficits · Sozzi Unleashed · Oct 13
- Higher base rates and heavy hyperscaler debt issuance are pushing spreads and yields higher, pressuring borrowers.Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches · Inside the Rope with David Clark · Oct 12
- Two-year and ten-year yields rose to cycle highs, pressuring equities and raising capital costs.9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26 · Squawk on the Street · Oct 14
- Rising yields pressure valuations and multiples, weighing on risk assets and banks' bond portfolios.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
- Ten-year Treasury above 5% makes rental property yields unattractive relative to government bonds.Housing Market in Crisis: Nick Gerli Warns the Worst Is Yet to Come · Wealthion · Oct 14
Mixed 45
- Dollar bond supply shrinking and tight spreads limit returns, yet regional growth remains supportive.Asia Fixed Income Needs a Bigger Map · Thoughts on the Market · Oct 13
- Yields spiked to 2002 highs then retreated; the speaker sees value in long yields but expects volatility.Top of the Morning: Fixed Income Strategist - Optics and opportunities · UBS On-Air: Market Moves · Oct 18
- Yields have risen sharply, creating both volatility risk and attractive income opportunities in fixed income.Across the Pond: Europe’s bond stress test · UBS On-Air: Market Moves · Oct 16
- Yields spiked on hot CPI then fell on growth worries; rising rates are seen as a manageable headwind.How Rising Rates and AI Issuance Are Affecting Credit Markets · The Markets · Oct 16
- Yields swung on hot CPI; higher rates attract buyers but volatility and fiscal worries create risk.How Higher Rates and AI Issuance Are Affecting Credit Markets · The Markets · Oct 16
- Yields whipsawed on hot inflation and AI fears, with hosts seeing the long end as possibly near a peak but uncertain.The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup · Forward Guidance · Oct 16
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- Treasury issuance duration and the MOVE index are framed as key liquidity drivers, with both upside and risk.334 · Andrew Perry - What $450M Portfolio Manager Learned From Paul Tudor Jones · Chat With Traders · Oct 14
- Real yields surged to multi-decade highs, creating attractive entry points but near-term pressure.Evoke 20-Minute Market Outlook Podcast for Q4 2026 · Evoke 20-Minute Market Outlook · Oct 16
- Yields rose sharply but may be near a peak, with value emerging in government bonds yet timing risky.The Stock Market Isn't Crashing… Here's What Wall Street Knows · Talk Money To Me · Oct 18
- Long-dated Treasury yields near 5% look attractive for income, but rising rates also raise borrowing costs for the economy.Inflation Is EXPLODING… And the AI Stock Bubble Is Starting to CRACK! · Watchdog on Wall Street with Chris Markowski · Oct 16
- Ten-year yields swung sharply and the curve is very flat, signaling slowing growth rather than runaway inflation.Thursday - October 15, 2026 · The Dividend Cafe · Oct 15
- Yields diving on AI financing concerns could help rate-sensitive stocks but reverse risks remain.Stocks Rebound As Yields Dive; Disney, Urban Outfitters, Paycom In Focus · Stock Market Today With IBD · Oct 15
- Yields fell sharply despite hot inflation, driven by Treasury buyback and 20-year issuance speculation with risks ahead.AI Demand Is Booming. Why Are Token Prices Falling? · Know Your Risk Podcast · Oct 15
- Yields fell on a flight to quality, but guests expect rates to rise on inflation and growth.Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · CNBC's "Fast Money" · Oct 15
- Yields swung sharply on hot inflation data and then fell, leaving direction and rate-hike odds unclear.Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26 · The Exchange · Oct 15
- Long-end yields fell and the curve flattened, but hikes keep yields elevated and bonds rallied into CPI.Tuesday - October 13, 2026 · The Dividend Cafe · Oct 13
- Treasury yields reversed lower despite hot inflation, a move that could signal growth worries or an overdue correction.AI's New Bottleneck: Can the Boom Afford to Keep Growing? · Financial Sense Newshour · Oct 16
- Yields peaked recently, possibly signaling a buying opportunity, but high-yield spreads are widening and supply is heavy.DHUnplugged #821: Gold Standard Ahead · DHUnplugged Podcast · Oct 14
- Yields fell after hot CPI on rate-path bets, but volatility rising signals uncertainty about fair yield levels.What the Midterm ‘Affordability Election’ Means for Markets · WSJ's Take On the Week · Oct 18
- Yields surged then bonds rallied; hosts debate whether the bond selloff has peaked and how it links to equities.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Treasuries rallied and the curve flattened despite hot data, driven by short squeezes and risk-off flows.Equity Broadening, Bull-Flattening and a One-Trick Pony (E281) · DoubleLine Minutes · Oct 16
- Rising yields tightened conditions and hit credit, then Treasuries rallied and yields eased.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
- Treasuries are hated and attractive long-term for real yields, but timing depends on the Fed finishing its hikes.Citi's Dirk Willer on Why You Buy the Bubble | #654 · The Meb Faber Show - Better Investing · Oct 16
- Higher yields offer income cushion but rising rates and supply weigh on bond prices.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Bonds look unattractive now but could work as a deflation hedge later, with timing uncertain.Meb 654 Dirk · The Meb Faber Show - Better Investing · Oct 15
- Ten-year yields whipsawed after hot CPI; some see growth fears pulling yields down.AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 · Squawk Pod · Oct 15
- Rising long-term rates and inflation reshape valuations; higher yields help financials but hurt bond-proxy stocks.We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out · Excess Returns · Oct 17
- Yields swung on AI worries versus inflation and oil; host sees AI selloff pulling yields lower.Anthropic Investors Push Back on IPO Valuation As Growth Slows · Nobody Special Finance · Oct 16
- Treasuries rallied on safe-haven demand while rate expectations stayed volatile.AI Financing Pressures Reshape Equity and Credit Markets · Key Wealth Matters · Oct 16
- Yields falling later would help, but big yield moves historically coincided with stock market turbulence.Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal · Excess Returns · Oct 16
- Yields spiked then fell sharply, creating volatility; high yields may attract income buyers but raise refinancing costs.AI debt risks, tech sell-off and inflation 10/15/26 · Morning Call · Oct 15
- Sharp yield swings and a possible ceiling on the 10-year offer relief for some sectors while borrowing costs stay elevated.Closing Bell Overtime: 10/15/26 · Closing Bell · Oct 15
- Long-end yields fell after hot CPI, driven by rebalancing, growth fears and possible shorter issuance.Stablecoin Banking, Hot CPI, and The October FOMC Meeting · CFB Talks Digital Assets · Oct 15
- The 10-year yield's high volume and moves signal rate expectations and real yield shifts affecting gold and stocks.The Futures Rundown 95: We Owe It All To The Meats!! · The Options Insider Radio Network · Oct 15
- Treasury yields fell after hot PPI data as a flight to safety; analysts disagree whether highs are in.Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26 · Power Lunch · Oct 15
- Hosts expect short-term yield pressure but see long-term bond gains if yields fall, with stocks possibly wrong.US Economy Report Card - The Real Estate Blood Bath Worsens, Bonds Show Strength, and Inflation Reports Loom | Money Moves · Millionaire Mindcast · Oct 14
- Elevated yields make bonds attractive for conservative investors but may weigh on equities if sustained.Has Nvidia Become Too Big To Fail? · Prof G Markets · Oct 13
- Rising yields pressure equities and firms, though higher bond yields now offer attractive income.Halftime Report Live at the CAIS Summit 10/13/26 · Halftime Report · Oct 13
- Yields fell as AI build-out doubts grew, so yield direction depends on AI spending trajectory.Juicing AI with Photons · Behind the Markets Podcast · Oct 16
- Yields spiked and then fell as AI-linked debt selling eased, with inflation prints remaining hot.How OpenAI Could Cause a US Recession With Steve Eisman · The Compound and Friends · Oct 16
- Yields rose on inflation fears, though expectations of a hold later eased pressure on rates.Kevin Warsh Gives NO October Rate Signal — What Happens Next · USA News Today · Oct 16
- Host notes bonds rallying and wonders whether a comeback has started, with no firm view.The Option Block 1508: It's All About Meat...and ETFs!!! · The Options Insider Radio Network · Oct 15
- Treasury yields near multi-decade highs pressure risk assets, though some see value in the 10-year.Closing Bell 10/14/26 · Closing Bell · Oct 14
- Higher bond yields help insurers and brokers but pressure property and growth stocks.the call: Tuesday 13 October · The Call from ausbiz · Oct 13
- Debate over whether hyperscaler debt competes with Treasuries and raises yields, with no clear answer.Austan Goolsbee is worried about AI inflation · Compound Interest from Semafor Business · Oct 13
Neutral 6
- Speaker sees long yields normalizing toward 4%, a steeper curve, and the 10-year not necessarily crashing stocks.PhD Economist: The Four-Year Cycle Is Dead. This Is a Super Cycle. · Market Disruptors · Oct 12
- Yields rising reflects nominal growth strength from AI and defense spending, seen as a justified level.Jordi Visser: Why the AI Economy Needs Crypto Rails · Less Noise, More Signal · Oct 14
- Treasury call to stay in bills and short notes, with long bonds possible only if inflation cools.The Evening Allocator: OPEC trims its oil demand forecast; Italy's deficit exit in doubt; China frees up local borrowing room · The Angus Briefing · Oct 12
- EU bonds' triple-A rating, spreads versus German bonds and liquidity were discussed without a directional investment call.The Pandemic Recovery Revolution · The Sound of Economics · Oct 14
- Bonds rallied as a safe haven on equity troubles, suggesting fiscal fears are overstated.UBS On-Air: Paul Donovan Daily Audio 'Precisely' · UBS On-Air: Market Moves · Oct 16
- Discussed as a pressure on bank stocks and a factor in rising rates, without a clear directional call.9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26 · Squawk on the Street · Oct 13
Around it
Companies named
Shows that covered it most
- UBS On-Air: Market Moves6
- Squawk on the Street6
- Closing Bell5
- RiskReversal Pod3
- Halftime Report3
- Prof G Markets3
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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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