The Bond Market Crisis is Intensifying “Inflation is back and higher rates are coming” May 2026

Our 5th warning:

The bond market crisis is intensifying.

The US 10Y Note Yield is now officially above 4.55% for the first time since May 2025.

After weeks of euphoria, the market is beginning to react today.

As we have been stating for the last few weeks, the current situation in the bond market is unsustainable.

We are now above levels seen when President Trump implemented a “90-day tariff pause” in April 2025 due to a collapsing bond market.

Furthermore, the market now sees a 60%+ chance that the Fed’s next move is an interest rate HIKE, with rate cuts entirely priced-out.

We expect to see 7%+ mortgages next, all as auto loan delinquencies have reached 32-year highs.

Inflation is back and higher rates are coming. –The Kobeissi Letter

BREAKING 🚨: United States of America

U.S. 30-Year Treasury Yield soars to 5.12%, the highest level since the run-up to the Global Financial Crisis 📈🇺🇸 Dear God 🤯 pic.twitter.com/hZPWjusfex

— Barchart (@Barchart) May 15, 2026

🚨 THIS IS NOT NORMAL

In the last 30 minutes:

Silver: -9.10%
Platinum: -4.37%
Gold: -2.91%
Bitcoin: -2.46%
Palladium: -1.66%

Trillions just disappeared from the market.

We’re moving into an extreme statistical event.

Something that has NEVER happened in the history of… pic.twitter.com/BqcQHcphy6

— Alex Mason 👁△ (@AlexMasonCrypto) May 15, 2026

BREAKING:

The Trump administration is quietly signaling something the public still doesn’t fully understand:

They’re worried about the bond market.

Very worried.

Behind the scenes, reports say Trump officials have been:

• privately engaging investors
• tweaking Treasury… pic.twitter.com/nP1075nGXc

— P a u l ◉ (@SkylineReport) May 15, 2026