Breaking Points: Bond Market Selloff, Soaring Yields, and Trump’s Growing Panic

When Treasury yields spike and bond markets wobble, the fallout can hit mortgages, banks, and the broader economy fast. In this condensed recap of the full Breaking Points episode, hosts Krystal Ball and Saagar Enjeti break down why the 30-year Treasury yield is climbing, how rising borrowing costs affect households and businesses, and why the bond selloff has Trump watching nervously. They also explain the risks from inflation, heavy government debt issuance, Japan’s role as a major U.S. Treasury holder, and how the yen carry trade could amplify global market stress. Listeners will come away with a clearer picture of macroeconomic trends, market outlook, and the geopolitical pressures shaping today’s debt and yield crisis. Listen now to get the key ideas in minutes.