The bond market is nearing a 5% threshold — but there's a crucial difference this time

The U.S.-Israel war involving Iran is pushing up the 30-year Treasury yield, creating downside risk for equity investors (specific bps moves not reported). Rising long-term yields raise discount rates and borrowing costs, likely pressuring stock valuations and prompting a risk-off market response.

Analysis

The U.S.-Israel war involving Iran is pushing up the 30-year Treasury yield, creating downside risk for equity investors (specific bps moves not reported). Rising long-term yields raise discount rates and borrowing costs, likely pressuring stock valuations and prompting a risk-off market response.