šØĀ TRUMP IS FEELING THE HEATĀ š„
And thereāsĀ one big reasonĀ why š
šĀ THE BOND MARKET.
This week, theĀ US 10-year yield surged to 4.46%Ā ā its highest level inĀ 8 months.
At the same time, theĀ MOVE IndexĀ (the āVIX for bondsā) hit levels not seen sinceĀ April 2025Ā ā flashing serious fear and uncertainty across fixed income šā ļø
We all knowĀ Trump watches the bond market like a hawkĀ š¦
.
Even the recentĀ 10-day tariff delayĀ was a direct response to climbing yields.
But hereās the thing:Ā it didnāt calm markets.
What the market wants now is clear-cut reassurance ā and that likely means one thing:
šļøĀ A FULL CEASEFIRE.
If that happens,Ā inflation expectations cool, and bond yields follow.
š§ My take:Ā Iran knows this.
By stalling ceasefire talks, theyāre betting thatĀ rising yields will push Trump toward a faster dealĀ ā one that could hand them leverage.
But what if Trump doesnāt blink? š
Then the bond market couldĀ begin to crackĀ ā and that could trigger aĀ brutal market crash.
Given Trumpās obsession withĀ record-high stock market highsĀ šš, I donāt see him letting that scenario play out for long.
#BondMarketAlert #TrumpUnderPressure #GeopoliticalChess


