Will The Bonds Break (Or Make) The Stock Market's 2025?

  • The next major market driving theme is shaping up to be how the bond market responds to the 5% level in the 30-year bond, and potentially the 10-year bond shortly thereafter. The bond market played a big role in the tariff tantrum by being the voice that is widely believed to be the impetus for Trump deciding to pause the most aggressive tariffs.