Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 June 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
Treasury yields are edging higher as U.S.-Iran military exchanges rattle markets and inflation expectations climb, creating a challenging environment for fixed income investors. We decode what's driving yield movement right now and whether bond investors should be repositioning for a higher-for-longer world.
Today's Stocks & Topics: Tenet Healthcare Corporation (THC), Market Wrap, Phibro Animal Health Corporation (PAHC), Mueller Industries, Inc. (MLI), Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing, Janus Henderson AAA CLO ETF (JAAA), Barrett Business Services, Inc. (BBSI), The IPO Market, Dividend Reinvestment, Vanguard Mid-Cap Index Fund ETF Shares (VO).
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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. |
| 0:15.3 | Good afternoon, fellow investors, and welcome back to another edition of InvestTalk. This is our Tuesday, June 2nd, |
| 0:23.4 | 2026th edition of InvestTalk. And there's a lot of moving parts in today's market. We are here |
| 0:29.7 | to help with all of it. There's so much to unpack from what's going on with inflation. The economic impacts of political instability that we are seeing. |
| 0:44.0 | Obviously, sectors that some are booming, some are not doing so hot. |
| 0:49.5 | And that's always the case, but I have not seen a market in my 25 years of doing this that's as disperse as this. |
| 1:07.2 | Chip stocks and memory stock stocks absolutely mooning and not and usually it's it's smaller cap |
| 1:13.1 | names that can happen where small cap names are the ones that are really moving they're illiquid |
| 1:17.9 | and it usually marks the end of a of a bull market but that's not what we're getting now |
| 1:24.0 | we're getting the bigger names of all sizes. It's all about the narrative |
| 1:29.3 | that's really driving it. So the reflexivity of what's going on in today's market, meaning |
| 1:34.3 | how option movements are impacting or option positioning are moving stocks bigger than they used to. |
| 1:45.4 | Same with the added kind of fuels that fire, |
| 1:49.1 | which is passive index investing. |
| 1:51.5 | All this amounts to a very unique market that we kind of never seen. |
| 1:58.4 | And so our job here is to guide you so you're not falling through the many pitfalls without volatility that you're seeing with that reflexivity across all different sectors, all different asset classes, comes big rallies, big selloffs, a lot of risk, a lot of, like I said, pitfalls that you can fall into. |
| 2:21.4 | And our job is to help you avoid those, but still capitalize on the opportunities that are out there because there are plenty. |
| 2:28.7 | Despite what people say about valuations and all this stuff, there are great opportunities in the market. |
| 2:36.8 | It just takes a little more work than normal. |
| 2:41.2 | Guess what? |
| 2:42.0 | It's not by reading headlines. |
... |
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