MRB on Business Insider – August 22, 2026
Phillip Colmar, a partner of global strategy at market research firm MRB Partners, said in a note to clients this week that long-term bond yields have stocks “on the brink” of a de-risking episode.
Yields on the 10-year Treasury have shot above 4.7% this week, while 30-year yields have risen above 5.2%. Bond investors have grown increasingly worried about rising government debt levels, strong expected economic growth, and the ongoing inflationary pressures from the US-Iran war.