Ben Carlson flags a disconnect in the U.S. economy: 30-year Treasury yields have climbed to 5.3%, yet consumer spending appears resilient. He points to packed r

Ben Carlson flags a disconnect in the U.S. economy: 30-year Treasury yields have climbed to 5.3%, yet consumer spending appears resilient. He points to packed restaurants and $19 cocktails as evidence households are still opening their wallets.