Starcast Join the waitlist
Thoughtful Money with Adam Taggart

Thoughtful Money with Adam Taggart

Bonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael Lebowitz

Sep 10, 2026 · 56m

Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.

About this episode

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe yield on the US Treasury 10-year bond is now dangerously near 5%That's the "line in the sand" portfolio manager Michael Lebowitz sees that, once hit, the economy and financial markets will start to buckle, and the Treasury and (likely) the Fed feel forced to step in an intervene to bring yields down.So, contrary to the current swirl of narratives projecting that yields will keep rising into 2027, Michael concludes it's more likely that they will peak soon and instead trend downwards for the next year or two.For all things bond-related, watch this…