Michael Green: The Bond Market Is Hiding A Banking Crisis

Michael Green: The Bond Market Is Hiding A Banking Crisis

From Wealthion by Wealthion

June 11, 2026

About this episode

Michael Green discusses the hidden risks in the bond market and their implications for banks and investors.

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. 💡If Michael Green is right that hidden risks are still sitting inside the bond market — from bank balance sheets to leveraged Treasury trades — now is the time to pressure-test your portfolio. Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3QAY0BB 💡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 💡Attend Rick Rules’ Natural…

People in this episode

Host: Wealthion

Guest: Michael Green

Topics covered

  • bond market
  • banking crisis
  • liquidity
  • Treasury market
  • investor risks

Keywords

  • bond prices
  • bank balance sheets
  • long-duration bonds
  • passive bond flows
  • Treasury yields

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