10-Year Treasury: Breaking Above 5%

The 10-year Treasury yield crossing 5.04% in September 2026 is the single number tying together this week's economic pressures, from mortgage rates to precious metals prices. Kathrynn explores how CBS News' five economic warning signs—oil prices, inflation, interest rates, federal debt, and AI valuation concerns—connect to rising bond yields, and why higher yields make gold and silver face short-term competition from interest-bearing assets even as long-term reasons to hold precious metals remain unchanged. Listeners holding or considering gold and silver will learn how mortgage rates above 7%, falling home sales, and Federal Reserve decisions all trace back to Treasury market dynamics. The episode references CNBC's September 15 reporting on Treasury yields and CBS News' economic risk assessment.