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Rise in long-term yields driven by real yields, not inflation fears
The analyst argued that the recent rise in long-term Treasury yields is driven by higher real yields, not by a loss of Fed credibility or rising inflation expectations, which remain anchored near 2%.
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The story so far
CONTESTED · 40 MENTIONS · 31 EPISODES · 15 SHOWS
24 JUL 2026 — 5 AUG 2026 · YESTERDAY
34 SUPPORT · 4 CHALLENGE · 2 REPEAT
- BLOOMBERG SURVEILLANCE
24 EPISODES BETWEEN · 33 MENTIONS
- CNBC FAST MONEY
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THE DIVIDEND CAFE
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
- PROF G MARKETS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- MACROVOICES
- BANKLESS · 2 MENTIONS
- THE DIVIDEND CAFE · 2 MENTIONS
- CNBC FAST MONEY
- MARKETPLACE
- WSJ WHAT'S NEWS
- FORWARD GUIDANCE · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MOTLEY FOOL MONEY
- THE DIVIDEND CAFE
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- Rise in long-term yields driven by real yields, not inflation fears · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD