Technical Analyst and Market Strategist Michael Oliver says everyone is watching the Iran war, but the real crisis is already forming inside the U.S. bond market, and when it breaks, it could hit everything.
For decades, investors have treated U.S. government bonds as the safest asset on Earth.
Michael says that assumption is beginning to crack.
He argues the real crisis isn't inflation, it isn't recession, it isn't even the Middle East.
It's the growing possibility that confidence in government debt starts to break down.
If that happens, the Federal Reserve will have to create even more money to support the bond market.
And he believes investors are already starting to prepare for that shift by quietly moving into real assets: gold, oil, industrial commodities, and agriculture.
Assets that can't simply be created with another round of monetary expansion.
He also pointed to something that rarely gets discussed.
The biggest bubble is the belief that government debt will always remain the world's safest investment.
If that confidence disappears, the consequences won't stay inside the bond market; it will ripple through virtually every corner of the financial system.
Most of the world is focused on the next missile strike on Iran, but he's watching the next Treasury auction.
Because in his view, history won't remember the Iran war as the event that changed the markets.
It'll remember it as the distraction that kept everyone looking in the wrong direction while the real crisis was gathering underneath their feet.
@Oliver_MSA
