Keep an Eye on Bond Yields plus 3 Stocks Worth Watching

Podcast: The SharePickers Podcast with Justin Waite · Justin Waite

Opublikowano: 2026-09-26

Keep an Eye on Bond Yields plus 3 Stocks Worth Watching Macro, Micro and Small Cap News | Saturday 26th September 2026 In this week's episode, we break down why rising benchmark US government bond yields are ringing alarm bells across financial markets. As bond prices fall and yields march higher, governments face escalating debt service costs—setting off a potential debt spiral that directly impacts equity valuations. We explore what happens when the Equity Risk Premium approaches zero, why pension funds might rotate out of risk assets into guaranteed yields, and how long current AI-driven earnings growth ca...