People are Already Voting for 2028 with the Bond Market

When you look at present US Treasury rates, one draws a clear conclusion on the outcome of the 2028 election.
-I2Guru, August 26, 2025

Disclaimer: Before doing anything this article may inspire, research further or consult tax and finance professionals.

Bond Yields go down when demand for bonds is high.  So, if many people are looking to park their money for safety, they'll look for Bonds. That's because investment grade bonds historically have proven to pay their interest and then give you back the principal regardless of the economic climate.  Depending on what storm they are weathering, an investor on the defense will look for maturity dates from 3 months to 30 years.

So, what does this tell us as of today.  People are desiring 3 Year maturities.  The market value is highest for this maturity date. In turn, it comes with the lowest yield.  What correlates with that? The 2028 Election.  The storm they are likely weathering is the current administrations economic policy and they expect that storm will likely be over in 2028.

Since we are in unprecedented high valuations of stocks with the highest P/E ratios in history, it makes sense to safeguard one's nest egg.  Often, the bond interest exceeds dividends without the worry of a tanking price.  However, there are stocks that also can weather the current administrations policies with much higher yield.  These are the energy partnerships like ET, WES, and NWN.

 

Check out the I2Guru 200 Index to filter out some good positions for this climate.

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