Treasury and equity markets moving in the same direction with simultaneous selling represents a return to 2022-style dynamics not seen in decades, suggesting inflation scenarios and bond bear markets are reasserting rather than receding.
factualpending
Speaker
Patrick SesnaEvidence Quote
“bonds were selling at the same times as stocks...not something we commonly would have seen in decades past...something we did see a lot of in 2022 when uh inflation and other uh bond bear market scenarios were developing [1:15:24]”
Created: 8/11/2026, 7:06:30 AM
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