The 30-year Treasury yield has crossed 5%... and the 10-year is close behind.
But most investors are missing what this really means.
While headlines focus on Moody's downgrades and market rallies... the bond market is quietly rewriting the rules for every investment you own.
Rising rates aren't just numbers - they're a sorting mechanism, separating tomorrow's winners from yesterday's has-beens.
Companies with fat margins and technological advantages are pulling away. Rate-sensitive sectors are getting crushed. Entire industries are scrambling to adapt, creating massive opportunities for investors who understand the new landscape.
This week, Shah, Alpesh, and Robert showed you how the interest rate revolution is reshaping:
Small Caps: Why Treasury yields matter more than credit ratings for your portfolio
Housing: Which luxury builder survives when rates hammer demand
Retail: How TJX's AI edge becomes more valuable when borrowing costs squeeze competitors
Tokenization: Why Robinhood's SEC filing could unlock $30 trillion as traditional finance becomes too expensive
The 5% threshold isn't just a number - it's a new era.
As always, your Total Wealth team remains focused on what truly matters.
You can find our experts' latest guidance on the markets, what's likely to come next, and where investors should look now... below.
Forget rate cuts and earnings reports. Robinhood quietly filed the most important document of 2025. This could be bigger than the internet boom. Read more.
This retail giant uses AI to optimize everything from inventory to energy usage. My analysis points to 32% upside potential in the next year. Watch here.
Luxury homebuilder stocks have plunged, but one company with 14% margins and high-end buyers shows signs of bottoming before its larger rival. Watch here.
The 30-year Treasury yield broke 5% while everyone focused on Moody's downgrade. This matters more for stocks because yields affect everything in our financial system. Read more.
Wall Street's five-day winning streak has pushed markets 20% above Liberation Day lows, brushing off Moody's downgrade like a minor speed bump. Should investors keep their foot on the gas or prepare for a pit stop? Watch here.
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