Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 May 2026
⏱️ 43 minutes
🧾️ Download transcript
Summary
Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under serious pressure. We dig into whether the era of cheap money is truly over and what a permanently higher rate environment means for every major asset class.
Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Advanced Drainage Systems, Inc. (WMS), Amphenol Corporation (APH), Vanguard Energy Index Fund ETF Shares (VDE), Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors, Nexstar Media Group, Inc. (NXST), Constellation Energy Corporation (CEG), Autocallable Funds, Schneider Electric S.E. (SBGSY), Oil Prices.
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Transcript
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| 0:00.0 | This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. |
| 0:11.2 | Here's your host, Justin Klein. |
| 0:14.9 | Good afternoon fellow investors and welcome back to Investstock. |
| 0:20.0 | This is our Tuesday, May 19th, 2026 edition of InvestTalk. |
| 0:25.1 | And I'm excited for this hour as usual to help you become a better investor. |
| 0:28.9 | So this hour is about. It's about you. It's about what is on your mind. So don't hesitate to |
| 0:33.2 | pick up the phone and give me a call. And with that said, let's pivot. Let's pivot to our first |
| 0:38.5 | caller question now. Hi. This is Dave, giving your call from California. I just had a question |
| 0:45.1 | and would like your opinion on what you feel about EPS. I'll listen to it on air. Thanks. |
| 0:52.0 | Looking at UPS, United Parcel Service, aIM that's been in a downtrend for a long |
| 0:58.5 | period of time now. |
| 0:59.8 | Wow. |
| 1:00.5 | I'm just looking at a chart. |
| 1:01.3 | I've been kind of monitoring this. |
| 1:03.8 | It's been a good value for a little while, but it stayed down here around in the mid |
| 1:09.8 | to low 80s. |
| 1:12.7 | Basically since end of 2023, it's been kind of chopping sideways, high around 101 and a low right around here |
| 1:19.6 | in, like I said, the low 80s. |
| 1:21.6 | But that's way down from its high back in 2020 when it was trading at a peak around $100 and what's that, just shy of $180 |
| 1:30.1 | per share. |
| 1:31.6 | That's at $83. |
| 1:34.0 | So down over 50%. |
... |
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