VG Extend Trsy

Rivian

Financial Analysis

RIVN

VWAGY

VWAPY

EIPAF

The key inflection for volume comes in Q4 2026. GPM is set to inflect then as well.

Rivian Automotive

Eni Spa-Sponsored

Volkswagen

RIVN: Pain Now—Can R2 Drive a Turnaround?

2026 sales guidance beats expectations

RIVN: Post-subsidy era — can R2 lead a turnaround?---

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

Meiwu Tech

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

CN Energy

Generation Income Properties

MetaVia

Co-Diagnostics

511090

GOVT

Investor concerns over rising inflation have led to a sell-off in the global bond market, pushing U.S. long-term Treasury yields to their highest levels in nearly three years. The 30-year U.S. Treasury bond yield rose to 5.16%, while the 10-year and 2-year yields reached 4.63% and 4.10%, respectively. In Japan, the 30-year government bond yield surged to 4.2%. BNP Paribas' Guneet Dhingra advises clients to focus on a trading range of 5.25% to 5.5% for the 30-year U.S. Treasury bond.

CoinLive

iShares barclays 20+ Yr Treasury Bd

Pengyang Chinabond 30-year Treasury Bond ETF

iShares Barclays Short Treasury

iShares Core US Aggregate Bd

Vanguard Total Bond Market ETF

ISHRS Us Trsry Bd

iShares Barclays 1-3 Yr Treasury

iShares 7-10 Year Treasury Bond ETF

BNP Paribas

Global Bond Market Faces Sell-Off Amid Inflation Concerns

The appointment of Kevin Warsh as the new Federal Reserve Chairman raises concerns about the stability of US stock valuations, which have been heavily reliant on the assumption that long-term interest rates will decrease. With the 30-year US Treasury yield surpassing 5%, the market's confidence is shaken. Factors such as persistent inflation, rising national debt, and deteriorating demand for US Treasury bonds contribute to the fragility of the stock market, making it vulnerable to high long-term interest rates.

SPDR Bloomberg 1-3 Month T-Bill ETF

NVIDIA

Microsoft

Meta Platforms

S&P 500

NASDAQ Composite Index

NVIDIA Corporation

The Warsh Storm is Coming

U.S. 10-year and 30-year Treasury yields have surged to multi-year highs due to rising inflation and an energy crisis. This increase in yields is raising mortgage and corporate loan rates, which could hinder economic growth and reduce investor interest in equities. Additionally, ongoing inflation and geopolitical tensions are leading to speculation that the Federal Reserve may maintain or increase interest rates instead of cutting them.

Pro Ultrshrt 20+Yrs Trsy

iShares TIPS Bd

Bond yields jump as war and energy costs fuel inflation fears

The 30-year Treasury yield has surpassed 5% for the first time since 2007, reaching 5.046% at auction. This increase is attributed to rising inflation expectations driven by recent CPI and PPI reports and higher energy costs due to Middle East tensions. The higher yields may lead to increased mortgage and loan rates, potentially delaying purchases and investments for households and businesses.

US 30-year bond tops 5% in biggest jump since 2007

VGOV

511010

159651

SPTL

UK long-term yields reach their highest levels since 1998, with US 30-year Treasury yields exceeding 5%. This surge is driven by inflation and fiscal concerns, leading to increased borrowing costs for governments, businesses, and households, which may slow economic growth and heighten financial risks. Additionally, rising oil prices due to Middle East conflicts are intensifying inflation pressures, causing central banks to be more cautious about reducing interest rates.

- UK long-dated borrowing costs reached their highest levels since 1998, and US 30-year Treasury yields exceeded 5% due to inflation and fiscal concerns.  
- The increase in yields raises borrowing costs for governments, businesses, and households, which could slow economic growth and heighten financial risks.  
- Oil price surges from the Middle East conflict are exacerbating inflation, leading central banks to approach rate cuts with increased caution.

Vanguard UK Gilt UCITS ETF

Guotai SSE 5-Year China Treasury Note ETF

Pingan Chinabond-0-3 Year CDB Bond ETF

SPDR Port Lg Term Trsy

Fullgoal Chinabond 7-10 Year Policy Bank Bond ETF

iShares GBP Index-Linked Gilts UCITS ETF

iShares Core UK Gilts UCITS ETF

Vanguard Total Inflation Protd Secs ETF

UK and US long-term yields hit multi-decade highs amid inflation fears

MMKT

The U.S. faces a fiscal crisis as inflation erases wage gains since 2024, driven by the ongoing U.S.-Israeli war against Iran. Consumer prices rose 0.6% last month, while median weekly earnings increased only 0.45%. The proposed suspension of the federal gasoline tax could add $11.5 billion to the deficit, compounding the $200 billion requested for the war. The national debt is projected to rise 20% by 2028, with interest consuming a significant portion of tax revenue. The bond market demands 5% interest for 30-year loans, leading to real losses for bondholders.

- The article discusses the impact of inflation on U.S. wages since Donald Trump's election, attributing this inflation to the war in Iran.  
- It notes that the Bureau of Labor Statistics reported a 0.6% increase in consumer prices and a decrease in real median wages, reflecting a concerning economic situation.  
- The author warns of escalating national debt and government spending, forecasting a 20% increase in U.S. debt by 2028, while highlighting the rising interest demands in the bond market.

Dow Jones

Texas Capital Government Mny Mkt ETF

America's day of fiscal reckoning draws closer

SCHP

High inflation is pushing yields on 30-year Treasury bonds to 5%, driven by rising energy costs linked to the Iran war. U.S. consumers face increased living costs, with gas prices averaging $4.50 per gallon. Investors are selling Treasurys amid concerns over inflation and potential interest rate hikes. The U.S. federal debt is projected to reach $30 trillion, with significant new Treasury supply expected. Analysts suggest that while rate hikes are possible, the Federal Reserve may remain on hold due to the current economic climate.

Schw Us Tips

Factset Research

Wells Fargo

Morgan Stanley

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

High inflation is pushing yields to 5% on Treasury bonds

SCHQ

Seasonal trends indicate a potential summer rally in long-term Treasuries, with historical data suggesting rising prices and falling yields from now until early August. Factors such as lower liquidity, reinvestment flows, equity rotation, and softer economic data contribute to a favorable bond market. Additionally, easing U.S.-Iran tensions and possible declines in oil prices may alleviate inflation concerns, further boosting demand for long-term bonds.

Schwab Long-Term US Treasury ETF

Seasonal trends point to summer rally in long-term treasuries

VGLT

Seasonal Tailwinds Are Aligning for 30 & 10-Year Treasuries – Here's the Setup

Barchart Option

Vanguard Long Term Gov

US Treasury 30 Year Bond ETF

Seasonal Tailwinds Are Aligning for 30 & 10-Year Treasuries – Here's the Setup

The yield on the 30-year Treasury bond has approached 5%, raising questions about the reliability of this trade strategy. While past trends suggest that yields decline after breaching this level, current inflation expectations and potential Federal Reserve interest rate hikes create uncertainty. Analysts are divided; some believe the 5% level may not hold, while others see value in long positions. Concerns about U.S. fiscal sustainability persist, with former Treasury officials warning of potential borrowing cost increases. Treasury yields have recently retreated, reflecting ongoing market volatility.

Direxion 20+Yr Trsry Bull 3X

First Horizon

FIRST HORIZON CORPORATION 6.50% DEP SHS REP 1/4000 PER PFD SER E

FIRST HORIZON CORPORATION DEP SHS REP 1/400 NON CUM PER PFD SER C

FIRST HORIZON CORPORATION DEP SHS REP 1/400 NON CUM PER PFD SER B

FIRST HORIZON CORPORATION DEP SH REP 1/4000 INT NON CUM PFD H WI

FIRST HORIZON CORPORATION DEP SHS REPSTG 1/4000TH PERP PFD SER F

Betting on long Treasury bonds when yields near 5% has been a slam-dunk trade over the past few years. Is this time different?

VG Extend Trsy(EDV.US)

Global Bond Market Faces Sell-Off Amid Inflation Concerns

The Warsh Storm is Coming

Bond yields jump as war and energy costs fuel inflation fears

US 30-year bond tops 5% in biggest jump since 2007

UK and US long-term yields hit multi-decade highs amid inflation fears

America's day of fiscal reckoning draws closer

High inflation is pushing yields to 5% on Treasury bonds

Seasonal trends point to summer rally in long-term treasuries

Seasonal Tailwinds Are Aligning for 30 & 10-Year Treasuries – Here's the Setup

Betting on long Treasury bonds when yields near 5% has been a slam-dunk trade over the past few years. Is this time different?