The Bond Market Just Took Control

July 29, 2026 – Zach Abraham and Chase Taylor break down the latest Federal Reserve meeting, why rising long-term Treasury yields may be doing the Fed's job for them, and what that means for investors. They discuss the implications of 5%+ long bonds, market liquidity, AI infrastructure spending, Apple's valuation, Japan, and why today's market may be entering a very different phase than investors have grown accustomed to.