Global bond yields spike, raising market concerns — Gary Kaltbaum on Fox Business

Bullish Gator

Gary Kaltbaum explains soaring global bond yields and implications for markets and investors on The Claman Countdown.

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What stands out

Gary Kaltbaum tells viewers on Fox Business that bond yields around the globe are spiking and markets are showing stress. That matters because rising yields change the arithmetic for high-growth semiconductor names like Nvidia, where most value lives in future cash flows. Meanwhile, competing narratives, including chatter about whether Alphabet can overtake Nvidia in 2027, keep headline risk alive. Watch yields closely, because they can quickly trim lofty growth multiples even when earnings are strong.