Episode Details

The bond market is flashing a warning investors can’t ignore.

Treasury yields are pushing to levels not seen in nearly two decades, while renewed pressure across energy markets threatens to complicate the inflation outlook and keep financial conditions tighter for longer.

In this episode of Market Pulse, we break down what the surge in yields is telling us, why the energy shock matters far beyond oil, and how the combination is reshaping the outlook for the Fed, equities, credit, and the broader economy.

With borrowing costs climbing and inflation risks returning to the foreground, markets are being forced to confront a question they had hoped was behind them: what happens if higher for longer becomes higher still?

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.