Could the 10-year yield really surge to 6% or even 7%? Ben Emons explains why that scenario may be more realistic than investors think, where he’d move money now, his favorite bank stocks ahead of earnings, and why he expects more Fed hikes.
Recorded: October 9, 2026
00:00 Intro
00:07 Market Overview & 10-Year Treasury Yields
02:02 Investment Opportunities: Oil Refiners vs. AI Stocks
03:03 Key Oil Price Levels to Watch
03:25 Should You Take Money Out Of AI Stocks?
04:11 Impact of Higher Rates and Energy Prices on Consumers
05:42 Consumer Discretionary Stocks & Retail Sector Outlook
06:58 Bank Stocks Ahead of Earnings
08:11 Small-Cap Stocks & Interest Rate Risks
09:03 Outlook for 10-Year Yields Reaching 6-7%
10:58 Potential Impact of High Yields on the Stock Market
12:00 Federal Reserve Policy & Rate Hike Forecast
13:58 Top Sectors & Asset Classes for Rate Hikes
14:49 Recession Risks & Market Indicators
15:30 Rapid-Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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