Ignore at your own perilMaybe the bond market finally noticed trillion-dollar deficits. Maybe it noticed commodities. Maybe it noticed AI capex exploding into the real economy. Either way, yields are moving higher — and history is not especially kind to stocks when bond bear markets accelerate. The common denominator across almost all these charts is simple: markets may still be underestimating how structurally sticky inflation and interest rates could become.Catching up
US Bond Bear Markets Always End With Turmoil In Stocks
Deficits exploding, AI turning inflationary, commodities ripping, and stocks pretending none of it matters. Historically, this movie ends with equity investors learning what duration risk actually means.
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