The David Lin Report · Monday, September 14, 2026
Peter Grandich warns of a significant bond crisis if the 10-year US Treasury yield surpasses 5% and remains above that level for more than a few days. He believes this could trigger substantial selling pressure that would impact the stock market.
“Well, what's at risk is the, the line in the sand. And that's the 5% on on the 10-year. If for any reason, and I still think it's questionable whether it can get through it or not and stay above it. But if for any reason we get above 5% on the 10-year and stay there for more than a couple of days, I just think we have a huge, huge bond crisis.”
“We're going to see tremendous additional selling, and that weight will actually fall on the stock market because one of the things that's propelled and kept the stock market up is the AI craze, at a time when they're also looking to raise money to continue their game going in in debt instruments, which will be far more challenging.”