Rising Yields May Create Opportunity Rather Than Signal a Bond Market Crisis

Published on August 25, 2026

For the past five weeks, markets have been focused on a steady stream of corporate earnings, supported by upbeat management commentary and another quarter of strong results. But with second quarter 2026 earnings season nearing its end, investors' attention is shifting back to the macro backdrop.

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Did America Just Become a Nation of Luddites?

August 25, 2026
Something strange has been happening in America lately. The Wall Street Journal says this is the summer when the U.S. became “a nation of Luddites.” The Economist calls it “the Summer of Ludd.”

What’s Pushing Long-Term Bond Yields Higher?

August 25, 2026
The 30-year U.S. Treasury yield has touched roughly 5.3% in the past week, a level not seen in nearly two decades. Global counterparts in Europe, the U.K., and Japan have climbed to similar heights.