Bond Market Breakdown in 2026 Driven by Fiscal & Monetary Madness
"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."
— Adam Tagger
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.
Target:N/A
Horizon:Long-term >1 year Macro CommentaryBearish High ConvictionScore: 7.8
Macro Theme •Thoughtful Money (with Adam Taggart) • Dec 14, 2025