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Rising Yields Continue To Signal Liquidity Risk | Chris Irons

Adam Taggart | Thoughtful Money® Jun 5, 2026

Summary

Rising Treasury yields are draining liquidity from the financial system, raising borrowing costs for consumers, corporations, and governments.

Markets driven by passive ETF flows and leverage face sharp downside risks if sentiment shifts, as mechanical buying leaves few natural buyers.

Stocks and bonds declining together signals investors are questioning broader financial conditions rather than rotating between asset classes.