Why 5% Treasury Yields Are Rattling Investors

The Financial Exchange Show · Sep 15, 2026 · 38m · transcript

Markets are selling off as Treasury yields climb, AI concerns grow louder, and Washington’s debt debate adds another layer of uncertainty ahead of the Fed decision.

Mike Armstrong and Marc Fandetti discuss why rising Treasury yields are driving markets, how higher rates affect mortgages, bonds, deficits, and stock valuations, and why AI investment and fiscal concerns may both be contributing to the move. They also break down growing AI safety concerns, whether the AI trade could be vulnerable to a slowdown, why traditional bond investors have struggled, and why a proposed $5,000 “dividend”…