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What the 30-Year Treasury Yield at 5.17% Is Telling Investors
In this episode of The Bear Market Podcast, Lucas and Luna zero in on the 30-year Treasury yield hitting 5.17% on July 26, 2026. They explain why the long bond is flashing a different signal than the 10-year, how it relates to rising oil prices and Fed rate hike odds, and what it means for corporate credit and portfolio strategy. Drawing on the Moody's warning about AI spending threatening credit quality, they connect the dots between government bond markets and equity risk. A must-listen for anyone trying to read the bond market's message in a steepening yield curve environment…
The skinny
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