Everyone's obsessed with (https://www.cnbc.com/2026/07/08/with-minutes-due-feds-family-fight-over-interest-rates-could-drag-on.html) and tariff pass-through killing consumers. Real talk: bond traders are sleeping on a much bigger macro time bomb. (https://www.cnbc.com/2026/07/08/social-security-trust-fund-depletion.html) — that's only 6 years away.