Updated
Updated · CNBC · Aug 18
Cramer Sees Buying Openings as 30-Year Yield Hits 5.33% and Brent Tops $90
Updated
Updated · CNBC · Aug 18

Cramer Sees Buying Openings as 30-Year Yield Hits 5.33% and Brent Tops $90

3 articles · Updated · CNBC · Aug 18

Summary

  • All three major U.S. indexes fell Tuesday, but Jim Cramer said the selloff is creating better entry points for investors who can tolerate more near-term volatility.
  • A 5.33% 30-year Treasury yield, persistent inflation and Brent crude above $90 a barrel have darkened sentiment, though Cramer said fears around bonds and oil may be overdone.
  • Brent is unlikely to climb much beyond $100 as new supply comes online, he said, while higher yields could eventually draw buyers back into Treasuries and ease rate pressure.
  • Record short interest in the Nasdaq 100 has also pushed him toward beaten-down data-center names such as Micron, which he said still benefits from strong AI-memory demand.
  • Airbnb's strong travel demand and Home Depot's 'best quarter in five years' reinforced his broader view that resilient consumer spending in the service economy argues against extreme bearishness.

Insights

As Treasury yields hit 20-year highs, is the supposed consumer resilience just a lagging illusion hiding an imminent economic fracture?
With AI memory chips sold out through 2026, could unprecedented tech shortages trigger the next massive market rally despite macro gloom?
Could escalating Strait of Hormuz disruptions shatter the optimistic narrative that crude oil prices will naturally stabilize below $100?