Will Rising Treasury Yields Trigger a Fed-Treasury Accord 2.0?

The U.S. economy currently faces a severe "K-shaped" divide where rising Treasury yields disproportionately burden lower-income households while favoring capital asset owners. This structural inequality stems from a "capital deepening cycle" fueled by AI investment and corporate tax policies, which consolidate wealth at the top. The current political and economic order functions as "neo-feudalism," where campaign finance and lobbying allow the wealthy to rig tax, monetary, and regulatory policies against the labor class. Consequently, traditional bonds are unattractive, necessitating portfolio diversification into assets like Bitcoin and gold. The nation faces a precarious path toward "Default via Debasement" as debt levels climb, threatening the stability of the domestic order. Fixing these systemic issues requires overturning consequential Supreme Court rulings on campaign finance to restore democratic integrity and ensure policy reflects the interests of the broader population rather than privileged elites.