The Bond Market Is Screaming… and Nobody’s Listening

The gist

1. The Fed cannot cut rates because inflation jumped from 2.4% to 3.8% in two months, but raising rates would break Treasury debt service costs.
2. Bond yields across all G7 nations are spiking at once, with US 30-year treasuries above 5%, which Bilyeu says has historically preceded major crashes.
3. The Shiller CAPE ratio hit 40 for only the third time in 150 years; the prior two times stocks fell 89% and 78%.
4. Bilyeu recommends having a written contingency plan before volatility hits, so you are not making decisions under pressure during a sharp correction.