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May 19, 2026 - The 5% Shock: Why the 30-Year Treasury Just Changed the Market Narrative
The 30-year Treasury yield has breached 5% — and that could change everything.
In this episode of Market Pulse, we break down why the long end of the bond market is flashing a major warning signal for investors. A move above 5% is not just another rate-market headline; it has implications for equity valuations, housing, leveraged business models, private credit, real estate, and the broader risk appetite that has powered markets higher.
We discuss what the bond market may be telling us about inflation, deficits, Fed policy, and investor confidence — and why the return of higher long-term…
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