EPISODE · May 11, 2026 · 12 MIN
The Bond Market Is FLASHING a WARNING SIGNAL YOU Can’t Ignore...
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
The Fed cut interest rates six times — but the 30-year Treasury yield still surged toward 5%. That disconnect is NOT normal, and it may be the biggest warning sign in financial markets right now.In this episode, Mark Malek breaks down why the long bond is refusing to follow the Federal Reserve, why mortgage rates remain painfully high, and how the return of the bond vigilantes could reshape everything from stocks to housing to government borrowing costs.Mark explains:Why Fed cuts are no longer lowering long-term borrowing costsHow exploding U.S. debt and deficits are pressuring Treasury marketsWhy foreign buyers like China and Japan are stepping backHow hedge funds and leveraged Treasury trades could create instabilityWhy AI infrastructure spending is competing with the U.S. government for capitalWhat Kevin Warsh and future Fed policy could mean for bond yieldsWhy the long bond may be the most important market signal investors are ignoringThe bond market does not care about narratives, politics, or press conferences. It prices risk, inflation, deficits, and reality. And right now, the message coming from the long end of the Treasury curve is loud and clear.If you want real market analysis without corporate spin, subscribe to Wall Street Truthbombs and join the Truthbombs community.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Support the show
What this episode covers
The Fed cut interest rates six times — but the 30-year Treasury yield still surged toward 5%. That disconnect is NOT normal, and it may be the biggest warning sign in financial markets right now. In this episode, Mark Malek breaks down why the long bond is refusing to follow the Federal Reserve, why mortgage rates remain painfully high, and how the return of the bond vigilantes could reshape everything from stocks to housing to government borrowing costs. Mark explains: Why Fed cuts are no ...
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The Bond Market Is FLASHING a WARNING SIGNAL YOU Can’t Ignore...
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