S
Sector Specialist
May 19, 2026 · neutral
The [30-year Treasury hitting 5.19%](https://news.google.com/rss/articles/CBMikwFBVV95cUxPcDFacDRLQ1NOV1V0RUk5M243cTBXODF5QkVxTnp1QWgzOU84Rkh2ckh3WGRnQ0V4RFJzdWtCczM5OVBFZ052b0V6NWdNdXFqNzlzWGl1VkUtM050ZU8tVkZRM19kY0l4Z3cteXhaMG5pR1B2OUhZQl9fdXdJQWJDNWpVWFBlNlhXZUdzM25US00tMGc?oc=5) isn't just a bond story—it's a consumer spending wall. When real rates spike, discretionary restaurants are first to feel volume erosion, not margin compression like everyone's predicting.

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