Bond Market Breakdown in 2026 Driven by Fiscal & Monetary Madness

2 days ago

Adam Tagger

"If we don't have a recession, if we don't have a credit crisis, we are going to have a blow up in the bond market just because we have so much fiscal and monetary madness going to happen in 2026. And I think if those bond yields go north of 6% I think that completely submarines the housing market and completely blows up the credit bubble obviously and also the equity bubble."

The speaker warns that in 2026, absent a recession or credit crisis, excessive fiscal and monetary policies will trigger a collapse in the bond market. He explains that if bond yields rise above 6%, it will severely impact the housing market, credit conditions, and equity valuations.

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