The 10-year Treasury yield touched 5% this week, its highest since 2007, and this panel disagrees about what that means. Talley Léger of The Wealth Consulting Group argues it would take a double-digit yield to break a market with earnings this strong, and that the bubble is in the bubble talk. Jessica Inskip of StockBrokers.com explains why the marginal buyer of Treasuries has changed, and why the speed of the move matters more than the level.
Featuring
Turney Duff, Host, Market Hang, Yahoo Finance
Jessica Inskip, Director of Investor Research, StockBrokers.com
Talley Léger, Chief Market Strategist, The Wealth Consulting Group
Brian Sozzi, Executive Editor, Yahoo Finance
Watch the full episode: https://youtu.be/PLACEHOLDER-REPLACE-BEFORE-POSTING
Timestamps
0:00 Should an investor even watch the day to day?
0:14 Market mechanics and market fundamentals are different things
1:03 Do data centers need a better PR firm?
1:20 Outdated infrastructure, and the Virginia town that boomed
1:56 How would you trade a bubble? The greatest trade of all time
3:01 The goalkeeper’s paradox: When in doubt, do nothing
3:34 The bubble is in bubble talk
3:47 A pullback should be a gift, not a punishment
4:05 A regime shift, and yields we have not seen since 2007
4:32 Tariffs, exported dollars, and who buys Treasuries now
5:43 What is the new worrying level on the 10-year?
5:55 It would take double digits to break the stock market
6:17 Velocity matters more than the level
6:59 Does breadth change the answer?
7:39 What would actually get yields to double digits?
8:05 Buy today, or wait for the pullback?
8:26 Nobody knows how much AI they already own
8:51 The short video that went viral, and why
#Bonds #Yields #StockMarket #MarketHang #YahooFinance
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