What everyone is getting wrong about the bond sell off & the stock market

Everyone is focused on the stock market rally—but beneath the surface, the bond market is flashing warning signs. In this video, we break down what Moody’s downgrade really means, why global debt markets are under pressure, and how shifting demand from Japan, China, and Europe could set the stage for a major bond sell-off.

We also explore why the U.S. stock market has surged despite rising yields, and why this disconnect can’t last forever. Is the bond market about to force the Fed’s hand? And what does this mean for the U.S. dollar, interest rates, and your portfolio?

📊 Topics covered:

Moody’s downgrade of U.S. credit

Global bond market pressure and record debt issuance

U.S. vs. China, Italy: credit risk vs. current account balance

Why foreign buyers may be stepping back from Treasuries

The inflationary effect of tariffs and implications for rates

Why stocks might have to give ground to avoid a bond crisis



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