Rebel Capitalist News Interest Rates Are EXPLODING Higher!! (What You Need To Know)
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Jan 21, 2026 Interest rates are surging, and the analysis digs into what’s driving these sudden moves. A critique of CNBC's sensational headlines prompts a discussion on America's economic resilience. George explores market reactions, arguing that stock drops are likely temporary. He introduces a steepener trade strategy as a hedge against rate fluctuations. Additionally, insights into Japan's bond market challenge conventional narratives about debt and inflation. The conversation wraps up with the implications of geopolitical risks on gold and silver.
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Mechanical Moves Drive Rate Spikes
- Sudden spikes in long-term rates often reflect mechanical unwind flows, not fundamental sell-offs of US assets.
- George Gammon argues previous 'sell America' scares reversed quickly, implying knee-jerk narratives mislead investors.
Expect Short-Term Reversals After Steepening
- Big steepening moves can reflect dislocated positioning rather than sustained trend changes.
- Gammon expects short-term reversals and predicts today's moves will likely be erased within a week.
Trade The Curve, Not Rates
- Consider trading the curve rather than making absolute directional rate bets.
- Gammon favors a steepener: long two-year futures and short ten-year futures to capture cycle moves.