US Bond Bear Markets Always End With Turmoil In Stocks
Ignore at your own peril
Maybe 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.