We Need to Discuss the Bond Market. Immediately.
16 Video Views·Aug 7, 2026
The 30-year long bond recently hit its highest yield in nineteen years. This is a significant development, but not for the reasons anyone has heard. And we've seen this before, so the big message is how the yield got to where it is, not where it is.
Eurodollar University's Money & Macro Analysis
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Video Summary
AI GeneratedThe video examines whether the 30-year bond's highest yield since 2007 indicates a market \"regime change.\" The speaker argues that nominal yields are misleading and often reflect \"Fed risk\"—the Fed misreading the economy—rather than genuine inflation or growth. By comparing current trends to 2008 and 2018, the speaker concludes that market indicators still point toward a long-term economic downturn.