Uploaded August 2026 | Updated September 2026, 2 weeks ago
Rising Treasury yields would hand capital its first paid alternative to equities since the financial collapse, and that changes who buys the dip.
James Stanley, Senior Market Strategist at StoneX Media, explains the mechanics linking Treasury supply, yields and equity risk appetite.
Bond prices and yields move inversely, so a bond bought at a low coupon has to sell at a discount once rates rise. A 200 basis point move in 30 year Treasury yields into January 2000 made bonds a real competitor for capital chasing tech stocks. US public debt has climbed from 26 trillion dollars mid Covid to nearly 40 trillion, and the US Treasury Department has long term debt to refund over the next twelve months.
Discover Actionable Insights with the latest Market Outlook Reports: intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_james_stanley&utm_content=share
0:00 A Bubble Nobody Has to Sell
0:44 Trading Evidence Over Opinion
2:03 US Public Debt Goes Parabolic
3:59 When Bonds Left the Portfolio
6:08 The 2000 Move That Broke Tech
8:38 A Refunding Wall Is Building
11:09 Where the Capital Goes Next
Like and subscribe for more financial market insights.
#StoneX #JamesStanley #Treasuries #SP50
Rising Treasury yields would hand capital its first paid alternative to equities since the financial collapse, and that changes who buys the dip.
James Stanley, Senior Market Strategist at StoneX Media, explains the mechanics linking Treasury supply, yields and equity risk appetite.
Bond prices and yields move inversely, so a bond bought at a low coupon has to sell at a discount once rates rise. A 200 basis point move in 30 year Treasury yields into January 2000 made bonds a real competitor for capital chasing tech stocks. US public debt has climbed from 26 trillion dollars mid Covid to nearly 40 trillion, and the US Treasury Department has long term debt to refund over the next twelve months.
Discover Actionable Insights with the latest Market Outlook Reports: intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_james_stanley&utm_content=share
0:00 A Bubble Nobody Has to Sell
0:44 Trading Evidence Over Opinion
2:03 US Public Debt Goes Parabolic
3:59 When Bonds Left the Portfolio
6:08 The 2000 Move That Broke Tech
8:38 A Refunding Wall Is Building
11:09 Where the Capital Goes Next
Like and subscribe for more financial market insights.
#StoneX #JamesStanley #Treasuries #SP50
