The Bond Market Is Hiding A Banking Crisis | Michael Green

Michael Green warns that the real danger in today’s bond market is not just higher yields — it’s the losses still trapped inside bank balance sheets. He explains why long-duration bonds bought during the low-rate era are now sitting far below par, how that can freeze bank lending, and why passive bond flows and leveraged basis trades may be creating a deeper risk inside the Treasury market. As investors focus on Fed cuts, inflation, and Treasury yields, Green argues the bigger issue may be liquidity: who owns the losses, who can absorb them, and what happens if the system is forced to recognize them.

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💡Michael Green says hidden stress in the Treasury market could have major consequences for banks, lending, and investors. Join Wealthion’s Real Assets Community for exclusive research and interviews designed to help you navigate what’s coming next: https://bit.ly/4ejoGij

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