InvestTalk
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio
45 minutes Posted Jul 29, 2026 at 12:05 am.
0:00
45:19
Download MP3
Show notes

The 10-year Treasury yield is hovering near January 2025 highs as oil-driven inflation fears collide with an uncertain Fed path, creating serious turbulence in bond markets. We break down what these yield levels mean for bond investors, mortgage borrowers, and anyone trying to build a balanced portfolio right now.

Today's Stocks & Topics: ING Groep N.V. (ING), Market Wrap, Wheaton Precious Metals Corp. (WPM), Pan American Silver Corp. (PAAS), Commercial Real Estate Lending, Autoliv, Inc. (ALV), Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio, CrowdStrike Holdings, Inc. (CRWD), Corning Incorporated (GLW), Energy Transfer LP (ET), ServiceNow, Inc. (NOW), Big Tech Credit Risks.



Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com


Advertising Inquiries: https://redcircle.com/brands