Podcasts about Bond market

Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior to joining Baird in 2019, he served as the co-head of global fixed income and the head of the municipal fixed income team as Wells Fargo Asset Management. Lyle obtained his undergraduate degree in accounting from the University of North Dakota. He earned the chartered financial analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee.BackgroundBioBaird Short-Term Municipal Bond Fund BTMIXBaird Strategic Municipal Bond Fund BSNIXBaird Quality Intermediate Municipal Bond Fund BMBIXBaird Core Intermediate Municipal Bond Fund BMNIXBaird Municipal Bond Fund BMQIXMuni-Bond Funds“The New Allure of Muni Bond Funds. Two Pros Point the Way,” by Debbie Carlson, barrons.com, Aug. 21, 2025.“Fitterer: Muni Bond Market Offers Compelling Opportunities,” Podcast with Chuck Jaffe, bairdassetmanagement.com, July 29, 2025.“Muni Bonds Aren't Just for Rich Folks,” by Jeff Schlegel, fa-mag.com, Nov. 1, 2024.“Muni Bonds Are Looking Better,” by Elizabeth Foos, Morningstar.com, Oct. 28, 2025.OtherVanguard Tax-Exempt Bond Index Fund ETF Shares VTEBVanguard Tax-Exempt Bond Index Fund Admiral Shares VTEAX“In Wreckage of Muni Market Crash, Brave Investors Eye Bonds at 90% Yields,” by Amanda Albright, advisorperspectives.com, March 25, 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3388: Robert Farrington outlines how international bonds can offer valuable diversification to a portfolio, especially when U.S. markets falter. While foreign bonds bring potential for growth and currency advantage, they also carry unique risks, making thoughtful allocation and rebalancing essential for long-term investors. Read along with the original article(s) here: https://thecollegeinvestor.com/33391/international-bonds/ Quotes to ponder: "Rather than buying the bonds of some country directly, which can be complex, you can invest in foreign bonds through mutual funds and ETFs." "The global bond market is far larger and more liquid than the global stock market." "Foreign bonds denominated in the issuing country's currency (i.e., U.K. bonds in British pounds) will have an inverse correlation with the dollar." Episode references: Total International Bond ETF (BNDX): https://investor.vanguard.com/investment-products/etfs/profile/bndx LearnBonds: https://www.learnbonds.com Total World Bond ETF (BNDW): https://investor.vanguard.com/investment-products/etfs/profile/bndw Learn more about your ad choices. Visit megaphone.fm/adchoices

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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3388: Robert Farrington outlines how international bonds can offer valuable diversification to a portfolio, especially when U.S. markets falter. While foreign bonds bring potential for growth and currency advantage, they also carry unique risks, making thoughtful allocation and rebalancing essential for long-term investors. Read along with the original article(s) here: https://thecollegeinvestor.com/33391/international-bonds/ Quotes to ponder: "Rather than buying the bonds of some country directly, which can be complex, you can invest in foreign bonds through mutual funds and ETFs." "The global bond market is far larger and more liquid than the global stock market." "Foreign bonds denominated in the issuing country's currency (i.e., U.K. bonds in British pounds) will have an inverse correlation with the dollar." Episode references: Total International Bond ETF (BNDX): https://investor.vanguard.com/investment-products/etfs/profile/bndx LearnBonds: https://www.learnbonds.com Total World Bond ETF (BNDW): https://investor.vanguard.com/investment-products/etfs/profile/bndw Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3388: Robert Farrington outlines how international bonds can offer valuable diversification to a portfolio, especially when U.S. markets falter. While foreign bonds bring potential for growth and currency advantage, they also carry unique risks, making thoughtful allocation and rebalancing essential for long-term investors. Read along with the original article(s) here: https://thecollegeinvestor.com/33391/international-bonds/ Quotes to ponder: "Rather than buying the bonds of some country directly, which can be complex, you can invest in foreign bonds through mutual funds and ETFs." "The global bond market is far larger and more liquid than the global stock market." "Foreign bonds denominated in the issuing country's currency (i.e., U.K. bonds in British pounds) will have an inverse correlation with the dollar." Episode references: Total International Bond ETF (BNDX): https://investor.vanguard.com/investment-products/etfs/profile/bndx LearnBonds: https://www.learnbonds.com Total World Bond ETF (BNDW): https://investor.vanguard.com/investment-products/etfs/profile/bndw Learn more about your ad choices. Visit megaphone.fm/adchoices

What should investors expect from the U.S. economy next year? What will happen in the equities markets and fixed income markets? On this 2026 Market Outlook episode,  Liz Ann Sonders, Schwab's chief investment strategist, speaks with Kevin Gordon, head of macro research. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover the K-shaped recovery, inflation trends, the impact of AI on capital expenditure, and the implications of fiscal stimulus on federal debt.Then, Liz Ann Sonders discusses the equities outlook for 2026, focusing on consumer confidence, the impact of the presidential election cycle, and the potential for volatility. Finally, Kathy Jones is joined by Cooper Howard and Collin Martin for the outlook on municipal bonds, corporate bonds, U.S. Treasuries, and the overall fixed income markets.You can read all of Schwab's 2026 Market Outlook reports on our website:Read Cooper Howard's 2026 Municipal Bond Outlook.Read Collin Martin's 2026 Corporate Credit Outlook.Read Kathy Jones's 2026 Treasury Bonds and Fixed Income Outlook.Read Liz Ann Sonders and Kevin Gordon's 2026 Stocks & Economic Outlook.Read Michelle Gibley's 2026 International Stocks & Economy Outlook.On Investing is an original podcast from Charles Schwab.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab Center for Financial Research does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guaranteeThere are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Bank loans typically have below investment-grade credit ratings and may be subject to more credit risk, including the risk of nonpayment of principal or interest. Most bank loans have floating coupon rates that are tied to short-term reference rates like the Secured Overnight Financing Rate (SOFR), so substantial increases in interest rates may make it more difficult for issuers to service their debt and cause an increase in loan defaults. A rise in short-term references rates typically result in higher income payments for investors, however. Bank loans are typically secured by collateral posted by the issuer, or guarantees of its affiliates, the value of which may decline and be insufficient to cover repayment of the loan. Many loans are relatively illiquid or are subject to restrictions on resales, have delayed settlement periods, and may be difficult to value. Bank loans are also subject to maturity extension risk and prepayment risk.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.(1225-KGJB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a text◆ Simplification plans boggle bank boffins ◆ Hungry, hungry hyperscalers to push utilities into bond market ◆ A loan in the sand: private credit jostles for place in Middle East debt marketsOn last week's episode we discussed how the ECB was preparing to recommend simplifications to the way EU banks are regulated, in order to make them more competitive and to drive growth. This week it made its recommendations but they seem far from simple and contain suggestions to abolish the most subordinated layer of bank capital altogether — additional tier one.We delve into what the ECB said, experts' reactions to the news and discuss what changes will follow.The demand for data centres and their thirst for energy is likely to lead to another bumper year for Europe's corporate bond market. But it won't just be the big US tech companies bringing deals. Utility companies are also expected to raise cash for capex as they power up their grids to feed the big data beasts.Finally, with private credit seemingly spreading its tentacles into so many debt markets, we take a look at how it is gaining a foothold in the Middle East, where the need to raise capital is ballooning, and assess the threat it poses to public markets.

The Fed just ended Quantitative Tightening without telling you why. The truth? Foreign buyers are walking, debt is exploding, and the dollar is being sacrificed. Now we're headed straight into QE, currency devaluation, and global loss of trust in the dollar.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

Janet Rilling expects the yield curve to continue to steepen into 2026 as the Fed holds down the front end and the market “controls the rest.” She reviews the bond market's moves this year and how fixed income had “quite a good year.” However, she urges caution around some corporate credit segments and breaks down some of the AI capex. She's finding opportunity in “global government bonds” creating a “higher yield break-even spread.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This episode features a conversation between Mark Granville, Head of Education at ICMA and Emma Thomas, Secretary to ICMA's Artificial Intelligence in Capital Markets (AICM) Working Group. They discuss the origin of the group, why it was created, and how it focuses on regulatory engagement, market-relevant AI implementations, and responsible standards. Further exploring how AI is being adopted across the bond lifecycle, where the biggest efficiency gains are emerging, and how firms should navigate the growing regulatory agenda, they also discuss the risks and limitations of AI, the importance of responsible use, and why upskilling is becoming essential across the industry. A practical, grounded view of how AI is reshaping workflows, risk considerations and future capabilities in capital markets.

Global bond yields rise amid complicated pictures in the USA and Japan. Treasurys saw yields rise on stronger U.S. jobs data, while deepening expectations of a rate hike by the BOJ sees JGB prices fall. Elsewhere, Netflix has reportedly won the battle over Warner Bros Discovery; and Meta shares rise on reports the company is planning sweeping cuts to its ‘metaverse' unit, a former darling of CEO Mark Zuckerburg.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Facing the Future, we'll check in on the economy and the bond market with Heather Long, chief economist at Navy Federal Credit Union. She recently wrote a paper for the Peter G. Peterson Foundation titled, “Welcome to the New Era of U.S. Debt Where the Bond Market is King.”

- Japan's Bond Market and the Carry Trade (0:10) - Impact on US Treasury Rates and Trump's Debt Refinancing Plan (5:46) - China's Gold Purchases and US Treasury Debt (8:16) - Challenges in Building Microchip Factories in the US (11:51) - Education and Health Reforms in the US (19:13) - The Role of Big Tech and Government Favoritism (28:38) - The Decline of US Innovation and Competitiveness (32:52) - The Importance of Health and Nutrition (39:43) - The Role of Brighteon and Health Ranger Store (40:07) - Updates on Brighteon and Health Ranger Store (46:15) For more updates, visit: http://www.brighteon.com/channel/hrreport  NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

This week on Facing the Future, we'll check in on the economy and the bond market with Heather Long, chief economist at Navy Federal Credit Union. She recently wrote a paper for the Peter G. Peterson Foundation titled, “Welcome to the New Era of U.S. Debt Where the Bond Market is King.”

Nifty held steady… but the real action erupted in the macro space.A record-low rupee, rising bond yields, fading rate-cut expectations, and an ambitious PSU bank merger blueprint — today's signals could shape the months ahead.Sanket Bendre connects every moving piece to decode what this means for market sentiment going forward.

Nifty held steady… but the real action erupted in the macro space.A record-low rupee, rising bond yields, fading rate-cut expectations, and an ambitious PSU bank merger blueprint — today's signals could shape the months ahead.Sanket Bendre connects every moving piece to decode what this means for market sentiment going forward.

Nifty held steady… but the real action erupted in the macro space.A record-low rupee, rising bond yields, fading rate-cut expectations, and an ambitious PSU bank merger blueprint — today's signals could shape the months ahead.Sanket Bendre connects every moving piece to decode what this means for market sentiment going forward.

UK Finance Minister Rachel Reeves will present her second annual budget to parliament this Wednesday, promising to plug a spending gap of at least £30 billion (€30.4 billion). Reeves has been under pressure both from her Labour Party backbenchers and investors to deliver a financial plan that delivers on her campaign promises, while shoring up public finances. We take a closer look in this edition.

Our guest this week is our colleague, Eric Jacobson. Eric is a senior principal for fixed-income strategies on Morningstar's Manager Research team. He focuses on a variety of taxable, tax-exempt, and nontraditional managed strategies. He covers some of the key asset managers, he publishes thought leadership, and he is a member of the Morningstar Medalist Ratings Committee. Eric joined Morningstar in 1995 as a closed-end fund analyst and also had a stint on Morningstar Indexes, where he helped launch our original Bond Benchmark Suite. Before Morningstar, Eric worked at Kemper Financial Services. He is also a proud graduate of the University of Wisconsin-Madison.Show NotesBackgroundBioBond Market and Semiliquid Funds“Why the Bond Market Is Fertile Ground for Active Management,” by Eric Jacobson, Morningstar.com, Aug. 28, 2025.“6 Critical Lessons for Bond Investors,” by Eric Jacobson, Morningstar.com, Dec. 26, 2023.“How to Measure Your Fund's Liquidity Risk,” by Brian Moriarty, Morningstar.com, Oct. 21, 2025.“New Ratings Reveal Challenges for Semiliquid Funds,” by Bryan Armour, Morningstar.com, Nov. 12, 2025.Other“Eurozone Debt Crisis: Causes, Consequences, and Solutions (2008-2012),” by Daniel Liberto, Investopedia.com, Sept. 29, 2025.“Automotive Industry Crisis of the 2000s,” by Kerry Skemp, ebsco.com.“When It Comes to Bonds, Don't Be a Hero,” by Christine Benz, morningstar.com, Oct. 6, 2025.Bill GrossDan Fuss Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rachel Reeves' long-awaited budget is looming, as some speculate that bond markets could force her to revise it. Plus: The former leader of Reform UK in Wales has been sentenced to 10 years in prison for accepting Russian bribes. With Michael Walker, Aaron Bastani, Jayati Ghosh & Carole Cadwalladr.

In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we'll talk about the simple steps you can take to track down that lost money and put it back to work.Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Meet the money men with Britain's future in their hands.*Next week Rachel Reeves will deliver her budget and, for all the talk of fiscal rules, headroom and tax rises, there is a higher power she must contend with. When the Chancellor goes for meetings in the City, she is rarely introduced to the people whose job it is to press the button on buying or selling several hundred million pounds' worth of gilts. It is to these people that we have been speaking in the run-up to the Budget. You would not guess that they wield political power, but for them politics is not personal. They approach it with blunt, professional interest, seeing opportunity in chaos. And if Reeves thinks she can rely on their support, she's wrong: the bond vigilantes.Read: Meet the bond market vigilanteshttps://www.newstatesman.com/business/economics/2025/11/meet-the-bond-market-vigilantesLISTEN AD-FREE:

We discuss growth and inflation outlooks, labor market risks, the Fed's evolving policy stance, and explain why sometimes the absence of market movement is the biggest clue of all.

Goldman Sachs is on track to notch its best performance in the global deals market in 24 years. Plus, what UK gilt markets are looking for after Friday's selloff, and how Spain's deficit is set to fall below Germany's for the first time in two decades. And, the government shutdown has posed complications for US economic data collection. Mentioned in this podcast:Goldman Sachs on brink of best M&A performance in 24 yearsUK politics as it happened — Gilts sell off on tax plan U-turnUS economic outlook obscured by shutdown-triggered data gapSpain's deficit to fall below Germany's for the first time in two decadesUK to launch first lead poisoning screening study of children after FT investigationToxic legacy: uncovering the threat of lead poisoningToday's FT News Briefing was produced by Julia Webster, Sonja Hutson, and Marc Filippino. Our show was mixed by Alexander Higgins. Additional help from Peter Barber. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In this week's episode of WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and jobs data is making the outlook murky for the Federal Reserve. Next, Nvidia is set to report its third-quarter earnings this week. And Morgan Stanley estimates that only half of the roughly $3 trillion in global data center spending through 2028 could be funded by projected cash flows. So how are tech companies going to fund the rest?  Then after the break, Telis is joined by Guy LeBas, chief fixed income strategist at wealth management and investment banking firm Janney Montgomery Scott, to explore how the AI revolution will be financed. Oracle, Meta and Google parent Alphabet have made bond offerings valued in the tens of billions. LeBas explains that the trillions needed to help fund data centers will force tech hyperscalers to issue massive new debt, potentially increasing the size of the corporate bond market by 20% a year. And he talks about whether the AI bubble could find its way into the bond market. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. As we look ahead to 2026, what major economic, markets or finance question is top of mind for you? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Who Will Pay for the AI Revolution? Retirees Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Meta Finishes Jumbo Bond Sale; Yield Climbs While Stock Slides BlackRock Among Biggest Investors in Meta's Giant Data-Center Debt Deal AI Borrowing Floods Debt Markets Big Tech Is Spending More Than Ever on AI and It's Still Not Enough Oracle's $18 Billion Bond Sale Meets Strong Investor Demand For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Follow Gunjan Banerji here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

US government shutdown nears an end as House approves funding deal, European carmakers and other industrial companies continue to face “devastating” chip shortages, and Scotland has been handed the same credit rating as the UK, in a boost to Edinburgh as it plans to launch an inaugural bond sale. Plus, an increasing number of wealthy Chinese people are trying to set up family offices and secure residency in the Gulf, rather than Singapore. Mentioned in this podcast:US government shutdown nears an end as House approves funding dealEurope's carmakers face ‘devastating' chip crisis as Nexperia supply crunch continuesScotland handed same credit rating as UK ahead of debut ‘kilts' saleWealthy Chinese sidestep Singapore for DubaiUS mints last penny after Trump killed coinCredit: Myles McCormickToday's FT News Briefing was produced by Lulu Smyth Victoria Craig, Sonja Hutson, and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

When veteran macro analyst Luke Gromen joins Jim Iuorio and Bobby Iaccino on Futures Edge, you know it's going to get real. From China's dominance in rare earths to the Fed's quiet monetary pivots, Luke breaks down why the U.S. financial system is at a breaking point — and what assets (like gold and Bitcoin) might actually survive it.In this episode, - Is America “screwed”?- Why the bond market's days are numbered- How decades of offshoring reshaped the middle class- The silent war between Treasury policy and real assets- Bitcoin vs. Gold: Which wins in the next liquidity cycle?This is one of the most insightful macro conversations you'll hear this year — equal parts sobering and sharp.Timestamps:00:00 Introduction and Context of the China Trade Deal01:52 The Impact of China on the U.S. Economy04:37 Quantitative Easing and Its Implications07:27 Bitcoin vs. Gold: A Comparative Analysis11:18 The Future of Gold and Bitcoin in Investment Portfolios14:23 Political Implications for Bitcoin and Gold18:15 Risks and Challenges Facing Bitcoin26:10 Crypto Community and Political Influence27:27 Tech Stocks and China Ownership28:05 US-China Trade Relations and Tech Stocks31:42 Gold and Bitcoin as Safe Havens34:11 AI and the Tech Bubble40:57 Future of the Federal Reserve43:30 Impact of AI on Employment and EconomyFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/

The bond market plays a crucial role in shaping government spending decisions - but how much power does it really have? With a Budget around the corner, are investors or Rachel Reeves setting the limits on fiscal policy?In this episode, we unpack how the government borrows, why it's so expensive right now, and what “fiscal credibility” really means. Joining Helen are Jack Meaning, Chief Economist at Barclays, and Ben Zaranko, IFS, to discuss the state of the bond market, the lessons from the Liz Truss era, and what investors will be watching for in the 2025 Budget.Become a member: https://ifs.org.uk/individual-membershipFind out more: https://ifs.org.uk/podcasts-explainers-and-calculators/podcasts Hosted on Acast. See acast.com/privacy for more information.

This week Nick talks to Jeff ChatfieldJeff Chatfield is the CEO of Avation, a publicly listed aircraft leasing company with a global portfolio of commercial and regional aircraft. He has over two decades of experience in the aviation finance industry, leading the company through multiple bond issues and strategic fleet expansions. Known for his pragmatic approach to capital management, Chatfield has built Aviation into one of the few small-scale lessors capable of issuing public bonds. Based between Singapore and London, he is recognised for his clear, data-driven insights into market trends and aircraft investment strategy.In this episode Nick and Jeff discuss the company's recent US$300 million bond issue and improved credit ratings from major agencies, marking a significant step forward since its earlier, lower-rated bonds. Jeff discusses how the refinancing provides long-term stability, enabling the company to continue its growth trajectory over the next five and a half years. He explains how the upgraded ratings reflect Aviation's maturity and scale in a market where even US$20 billion is now considered small, while also noting the flexibility and strategic value of bonds for managing capital efficiently.The discussion moves to fleet strategy, including the extended lease of a wide-body A330 to EVA Air and the company's ongoing focus on narrow-body aircraft such as A320s and ATRs. Chatfield highlights the global demand for aircraft driven by replacement cycles and rising air travel in emerging economies such as India and China. He emphasises Aviation's valuable order book and purchase rights, which position the company strongly amid limited aircraft supply.Jeff's Book Choice was:The Thursday Murder Club by Richard OsmanThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

In lieu of data from the Bureau of Labor Statistics, Liz Ann Sonders and Kathy Jones discuss the latest jobs report from ADP. Liz Ann addresses some recent yips in the equity market related to earnings season, and Kathy speculates on what the latest economic data means for the Fed. They also analyze the shift towards sustainable investments and away from "zombie" companies, reflecting market churn and rotation.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Small-cap investments are subject to greater volatility than those in other asset categories.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1125-690G) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ProShares' Simeon Hyman says the bond market's unexpected reaction to the Fed's rate cut is a 20-year anomaly. Despite this, Hyman remains optimistic about the equity market, citing strong earnings growth and a potential broadening of the rally. He advises investors to consider equity income strategies that can provide a buffer against market volatility without sacrificing upside potential. Hyman also addresses concerns about an A.I. bubble.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's episode, we're honored to have Bill Addiss, a bond market veteran with over 40 years of trading experience, breaking down the most important developments in the bond world.

Andy Burnham recently said that the government is ‘in hock to the bond markets', and the political turbulence of the past few years, not least the downfall of Liz Truss following her ‘mini-budget', would seem to back this up. But the bond markets are only part of the picture: the actions of the Bank of England and the fiscal rules a government sets for itself also play significant roles in the decisions a chancellor can make. In this episode James is joined by former Bank of England chief economist Andy Haldane and Daniela Gabor, professor of economics at SOAS, to consider why governments are so afraid of ‘bond vigilantes' and the increasing influence of central banks on policy since the financial crisis of 2008. Should the Bank of England remain independent? And what room for manoeuvre does Rachel Reeves have in her budget next month? Read more on politics in the LRB: ⁠https://lrb.me/lrbpolitics⁠ From the LRB Subscribe to the LRB: ⁠⁠https://lrb.me/subslrbpod Close Readings podcast: ⁠https://lrb.me/crlrbpod⁠ LRB Audiobooks: ⁠https://lrb.me/audiobookslrbpod⁠ Bags, binders and more at the LRB Store: ⁠https://lrb.me/storelrbpod⁠ Get in touch: podcasts@lrb.co.uk

HEADLINES:♦ Snoonu Founder Backs Mamdani After Criticism for Eating with Hands♦ Abu Dhabi-Based G42 Denies US Claims of Links to Chinese Missiles ♦ UAE Opens Government Sukuk Investments to Individuals for the First Time♦ Jordan Partners With Amjad Masad's Replit to Launch “Siraj,” an AI Learning Assistant Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

This week, Collin Martin sits in for Liz Ann Sonders. Kathy Jones and Collin discuss the upcoming Consumer Price Index (CPI) report and the Federal Reserve's anticipated interest rate cut. They analyze the current state of the credit markets, particularly focusing on recent defaults and the implications for high-yield bonds. The discussion also covers the demand dynamics in private-versus-public credit markets and the potential risks associated with high-yield investments. Finally, they look ahead to upcoming economic indicators and the challenges posed by a lack of data.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.High-yield securities and unrated securities of similar credit quality (junk bonds) are subject to greater levels of credit and liquidity risks and may be more volatile than higher-rated securities. High-yield securities are considered predominately speculative with respect to the issuer's continuing ability to make principal and interest payments.Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Bloomberg US Corporate High-Yield Bond Index- Measures the performance of the US Dollar-Denominated, high yield, fixed-rate corporate bond market. Securities are classified as high-yield if the middle rating of Moody's, Fitch, and S&P is Ba1/BB+/BB+ or below. Bonds from issuers with an emerging markets country of risk, based on Bloomberg EM country definition, are excluded. It is a market-value weighted index.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-02S5) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The A.M. Update delivers a Friday five-pack of stories, including John Bolton's indictment for mishandling classified documents and Mitch McConnell's concerning fall in the Capitol. Jay Jones apologizes for vile texts in Virginia's AG race, while Zohran Mamdani shames Andrew Cuomo in NYC's mayoral debate.   John Bolton, classified documents, Mitch McConnell, Jay Jones, Virginia AG race, Zohran Mamdani, Andrew Cuomo, NYC mayoral race, AOC, Chuck Schumer, economy, bond markets, Apple podcast issues, Kamala Harris book tour, Mark Driscoll, Adam Steen

In politically unstable times, the whims and worries of the global bond market are having a huge impact on what action governments around the world can take. So who are these people trading in government debt? And how did they get the power to leave so many governments so shaken and stirred?This podcast was brought to you thanks to the support of readers of The Times and The Sunday Times. Subscribe today: http://thetimes.com/thestoryGuest: Mehreen Khan, Economics Editor, The Times.Host: Luke Jones.Producer: Shabnam Grewal.Read more: IMF warns soaring debt levels threaten financial stabilityWhy bond markets rule the world (and give Rachel Reeves a lifeline)UK to have highest inflation rate of major economies, IMF saysClips: Bloombergtv, Eurodollar University, Stone X, Bloomberg Podcasts, Al Jazeera English, CNBC International Live.Photo: Getty Images.Get in touch: thestory@thetimes.com Hosted on Acast. See acast.com/privacy for more information.

What makes capitalism the most successful wealth-building system in history?  Lance Roberts & Michael Lebowitz explore how economic freedom, private ownership, and innovation incentives have lifted billions out of poverty and created unmatched prosperity. Why do societies that embrace free markets and entrepreneurship tend to enjoy higher standards of living, longer lifespans, and greater personal happiness? Lance & Michael examine the misconceptions surrounding capitalism—why critics often overlook the power of voluntary exchange and how wealth creation benefits everyone over time. 0:19 - Earnings Season is Underway w 75% Beat Rates 4:49 - Markets Maintain Bullish Trend w Lackluster Conviction 8:23 - The Itch to Twitch w Royalty-free Music 10:04 - The Fed Moves Forward - Net Impact to Bond Market 13:58 - There is No More Liquidity - Effects in Crypto Realm 17:03 - The Danger of Buying Crypto on Margin 19:57 - Leverage Works Worse in Reverse 24:04 - When the Markets Break 29:59 - Capitalism vs Socialism - the path to prosperity 31:49 - Quantifying Capitalism - The Economic Freedom Index 35:22 - Capitalism is Not an Equalization System 38:23 - The Global Decline of Economic Freedom 39:32 - Does Wealth Buy Happiness? 40:58 - Defining the "American Dream" 43:16 - Why Businesses Fail 44:51 - The Savanna Bananas 46:57 - Capitalism Is Not Fair

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Simone Bruno, Associate Director, Data Analyst, Market Practice and Regulatory Policy, summarises the recenty released ICMA European Secondary Bond Market Data Report, covering sovereign bonds

Natalie Westerbarkey, Co-Head of Market Practice and Regulatory Policy, talks through ICMA's bond market policy mind map & ecosystem.

Eric and Matt break down a strong third quarter that saw the S&P 500 climb 10%, leaving Liberation Day's tariff chaos behind. They explore the growing divide between wealthy asset owners feeling great and everyone else struggling with inflation, while examining why bonds are pricing in Fed rate cuts even as stocks surge. The conversation turns to the private markets boom and whether opening up private equity to retail 401(k) investors is a good idea or a disaster waiting to happen. Eric shares why AI companies are burning massive amounts of capital with unclear returns, yet may be impossible to bet against if they build a cult-like following. They note that credit markets still look healthy despite late-cycle warning signs, making this moment particularly unusual. A straightforward look at where we are in this cycle and what actually matters as we head into year-end. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:30) Economic Structures and Consumer Demand (00:04:34) Tariffs and Their Impact on the Economy (00:05:10) Travel and Leisure Sector Post-COVID (00:07:44) Bond Market and Federal Reserve Actions (00:16:34) Private Equity and Market Trends (00:22:24) Retirement Funds and 401(k) Investments (00:25:04) Concerns Over New Investment Vehicles (00:26:51) Debates on Private and Public Assets (00:30:14) Religious Investor Bases and Market Dynamics (00:31:54) AI and Its Impact on Markets (00:41:46) Social Media and Market Sentiment (00:44:04) Concluding Thoughts on Markets and Society Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors' exuberance is fueling this year's stock rally, but will key economic risks dampen the market's mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.Nvidia's investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there's too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.  On this episode:You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3? Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril? The AI boom is driving what's going on in the market. Mega-cap tech companies are making huge investments. Where's the money going, and how long is this level of spending expected to continue? The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival? The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed's next move? Inflation is still not tamed and hovering above the Fed's 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists? As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks? The federal funding fight is continuing in Washington, D.C. Let's timestamp this moment. It's Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there's not an agreement. How does uncertainty like this affect the markets, and what should investors think? Earnings season is coming up in a couple weeks. What is your team watching for? What's the takeaway for investors as we enter Q4?We talked on last week's Investing Insights about inflation. The Federal Reserve's preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that's signaling about the US economy? In this week's Markets Brief column, you highlighted Nvidia's potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?New economic data is due out this week. What are you tracking for next week's Markets Brief? Read about topics from this episode.  13 Charts on Q3's Tech-Driven Stock Rally Will the AI Boom in Semiconductor Stocks Continue? What Investors Need to Know About the Steepening Yield Curve The Fed's ‘Difficult Situation': Reading Between the Lines of the September Dot Plot Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist What Investors Need to Know About a US Government Shutdown Markets Brief: Nvidia's AI Spending Spree Raises Boom and Bust Fears  What to watch from Morningstar. Is Your Dividend Income at Risk? Here's How to Spot Dividend Traps Should You Hold Cash Investments After the Fed Cuts Interest Rates?What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Read what our team is writing.Sarah HansenDan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company's fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors' portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and columnist Dan Lefkovitz explains how to avoid the risks.Both healthcare and consumer defensive sectors are lagging the broader stock market this year, but for different reasons.Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe, explored what's behind it in this week's Markets Brief column. He says consumer defensive stocks are falling from high valuations, while healthcare stocks are facing significant headwinds like politics and earnings growth. He reminds investors that's why it's important to understand not only what you own in your portfolio, but why you own it as well. On this episode:What is a dividend trap, and under what conditions do they tend to develop? You and your team published research on dividend traps just before Dow Chemical DOW cut its dividend in half over the summer. How does your research explain what happened with Dow? Other well-known brands have also slashed their dividend payouts since 2020. The list includes Shell, Walgreens, and Intel. What warning signs were these companies flashing before their cuts? You have written about how income-focused investors can avoid dividend traps. Let's start with step number one on how to spot them. What is the payout ratio, and what does it tell us about a company's health?The second step focuses on a company's durable competitive advantage or economic moat. Can you describe what that reveals?Your team weeds out dividend payers using a third step that relies on Distance to Default. How does that work, and what did you all find out? How can investors protect their dividend income from risks? Would portfolio diversification help? What's the key takeaway to spot dividend traps?We discussed on last week's Investing Insights that you would focus on the market moves following the Fed's quarter-point cut. How have the US dollar and bond prices reacted?  In this week's Markets Brief column, you zoomed in on the lagging performance of healthcare and consumer defensive stocks. What's important for investors to know?  New data on inflation from the Fed's preferred tracker is set to come out Friday, September 26th. Inflation is hovering above the Fed's 2% target. What are the markets' expectations, and what would a surprise in the data mean for the near future? Read about topics from this episode.  Not All Dividend Stocks Are Safe. Here's How to Avoid Dividend Traps What Investors Can Learn from Dow's 50% Dividend Cut 7 Things You May Not Know About Dividends The 10 Best Dividend Stocks Does Dividend Investing Still Work? Construction Rules for the Morningstar Indexes Distance to Default Markets Brief: AI Investment is Massive in a Cyclical Industry. Will This Time Be Different? What to watch from Morningstar. Should You Hold Cash Investments After the Fed Cuts Interest Rates? What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold InvestorsDo Dividend Stocks Benefit From Non-US Revenue? Read what our team is writing.Dan Lefkovitz Dan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. https://www.eurodollar.university/memberships---------------------------------------------------------------------------Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buyinghttps://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buyingReuters Chinese money flows into bonds even as central bank warns of riskshttps://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

For the first time ever, French bond spreads are higher than those seen in Italy (both compared to Germany). This isn't just about "fiscal consolidation" worries and France's government budget, the real issue behind everything is economic differentials. Those need to be turned around and soon else France risks being the new, well, Italy. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------NYT French Government Collapses, Again, Deepening Paralysishttps://www.nytimes.com/2025/09/08/world/europe/france-vote-government-collapse.htmlCNBC France's Macron names loyalist Lecornu as new prime ministerhttps://www.cnbc.com/2025/09/09/france-macron-names-lecornu-new-prime-minister.htmlCNBC France's borrowing costs rise after Fitch downgrade — and there could be more bad news aheadhttps://www.cnbc.com/2025/09/15/frances-borrowing-costs-rise-after-fitch-downgrade-.htmlBloomberg French Borrowing Costs Top Italy's in Historic Market Shifthttps://www.bloomberg.com/news/articles/2025-09-09/french-borrowing-costs-top-italy-s-in-historic-market-shifthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

John Batchelor 09-03 segment 9.mp3 Guest: Brett Arends of Market Watch (Return on Investment). Bond Market Anxiety and Federal Reserve Pressures Brett Arends explains the bond market's current unhappiness stems from unsustainable national debt and uncertainty surrounding President Trump's tariffs. He clarifies that the Fedcontrols short-term rates, while the bond market sets long-term rates. Arends warns that Trump's pressure on the Fed to cut short-term rates could paradoxically cause long-term rates, including mortgage rates, to rise, hurting the economy and exacerbating market nervousness. He emphasizes the need for fiscal sustainability. 1947 DEMOCRACY SQUARE

John Batchelor 09-03 segment 10.mp3 Guest: Brett Arends of Market Watch. Addressing Bond Market Turmoil Brett Arends explains that the troubled bond market stems from unsustainable national debt and recent court rulings questioning President Trump's tariffs. He advises Donald Trump to support Federal Reserve independence, abandon attacks on Jerome Powell and Lisa Cook, and work with Congress on tariffs to ensure fiscal sustainability and calm market anxieties. Arends notes that gold's all-time high reflects a lack of market confidence. PEKING UNIVERSITY