Research and market data updated: August 19, 2026. Ray Dalio’s warning that the United States is past a fiscal “point of no return” sounds like another dramatic prediction—until it is compared with the bond market. Since Dalio made the statement in a June 3 interview with Bloomberg’s Dani Burger, the long end of the U.S. Treasury curve has moved further above short-term rates. … [Read more...] about Ray Dalio’s “Point of No Return”: Is U.S. Debt Now Controlling the Markets?
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Yields Explained: What Bond Yields Mean for the Economy and Financial Markets
Bond yields are the price of money across time. They influence mortgages, government finance, corporate borrowing, currencies and the valuation of almost every major asset class. This guide starts with the basics, then builds toward the yield curve, real yields, term premiums and the market debate surrounding Federal Reserve Chair Kevin Warsh. What Is a … [Read more...] about Yields Explained: What Bond Yields Mean for the Economy and Financial Markets
Yield Curve Outlook June 2026: What Rising Long-Term Yields Mean for Markets and the Economy
The global yield curve environment has changed significantly. The deep inversions that dominated financial markets during the previous monetary tightening cycle have largely eased, but long-term borrowing costs remain high. As of mid-June 2026, the central issue is no longer simply whether yield curves are inverted. Investors, businesses and policymakers must now determine why … [Read more...] about Yield Curve Outlook June 2026: What Rising Long-Term Yields Mean for Markets and the Economy