# Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap

Page: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/walmart-target-signal-consumer-stress-as-the-10-year-yield-hits-4-6-the-weekly-wrap
Text version: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/walmart-target-signal-consumer-stress-as-the-10-year-yield-hits-4-6-the-weekly-wrap.md
Podcast: [The Real Eisman Playbook](https://stenobird.com/podcast/the-real-eisman-playbook-7365067)
Published: 2026-05-22T20:18:00+00:00
Episode link: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL4601242439.mp3
Audio file: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL4601242439.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/walmart-target-signal-consumer-stress-as-the-10-year-yield-hits-4-6-the-weekly-wrap
Duration seconds: 1255

## Resource

Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs from disappointing results at Walmart and Target to the Ten Year Treasury yield hitting 4.6%. He also covers NVIDIA's blockbuster quarter, the state of software, and closes with two mailbags: one on private credit and another on how his hedge fund actually closed the famous Big Short trades from 2008. 00:00 - Intro 01:02 - Next Week's Real Eisman Playbook Premium Preview 02:45 - Iran War Updates 03:00 - Why I Lightened Up 05:05 - NextEra Buys Dominion Energy 06:17 - Target & Walmart 07:45 - Salesforce 08:40 - Intuit 09:16 - NVIDIA 12:06 - Home Depot & Lowe's 13:30 - Toll Brothers 13:38 - Mailbag: Private Credit 17:22 - Mailbag: The Big Short 19:12 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial p…

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