[Gold Rush Video] Bond Yields, Energy, and What’s Next

When traders get caught up chasing hot stock ideas, it’s easy to forget the bigger picture. 

But if you’re serious about staying on the right side of markets, you need to be watching the long end of the bond market right now.

The question isn’t just whether the 30-year yield ticks higher or lower—it’s what that move means for everything else. 

The long bond sits at the heart of the macro story. If yields push higher, that has ripple effects across equities, commodities, and currencies. 

If they roll over, it sends a completely different message about growth, inflation, and policy expectations.

One scenario to keep in mind: if long-term yields head higher, energy stocks likely catch a bid. 

Rising yields tend to align with stronger economic growth and reflationary forces, both of which favor cyclical groups like energy. 

But if those yields move lower? 

That’s a signal bonds are winning the tug-of-war—and in that environment, energy could just as quickly flip from leadership to laggard.

This is why yield curve dynamics can’t be ignored. Traders talk about the Fed all day long, but in reality, the bond market moves first and policy follows. 

Even the possibility of yield curve control is back on the table if dislocations get extreme.

👉 We recorded a full breakdown on exactly this—how bond yields are driving energy stocks, and what signals to watch next. 

And of course what we are trading to take advantage of these moves.