The Bond Market Broke Its Own Playbook
Wallace R Nichols, MBA, JD, CFPPublished on: 16/05/2026
Treasury yields just broke the bond market's playbook. What the recent sell-off means for retirement portfolios in the fragile decade. Part 1 of 2.
Treasury yields 2026bond market sell-off30-year Treasury 5 percentflight to quality breakbond market regime changeretirement bond portfolioduration riskfragile decade retirementcorrelation break stocks bonds60/40 portfolio riskwhy are Treasury yields rising 202630-year Treasury bond yield 5 percent first time since 2007bond market broken playbook Iran war 2026retirement portfolio bond fund losses 2026long duration bond fund risk pre-retireehigh yield spread paradox 2026flight to quality didn't happen 2026bonds and stocks falling together 2026target-date fund bond allocation problemdefensive retirement portfolio rising yields