Podcasts about Bond market

ST rates have dropped sharply in the past few weeks, the past few days, in particular. The 4w Treasury bill now yields less than IOR, repo, even the Fed's RRP "floor." That's not all: the 3m10s spread has reinverted again. At the same time another major central bank just hit the panic button, going with a 50-bps cut only a few months after getting started. Where is this all heading? Not in Jay's direction.Eurodollar University's conversation w/Steve Van Metrehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Jun 6, 2025 – Financial Sense Newshour's Jim Puplava interviews Jim Bianco of Bianco Research on the challenges posed by the soaring U.S. national debt, now nearing $37 trillion. The discussion explores the implications for interest rates...

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The Bank of Canada holds rates again, markets price out further cuts. Home sales tank in Vancouver, inventory surges in the GTA for the month of May. Bond Market concerns deepen. Hang out with The Loonie Hour crew in Toronto on June 09! Grab your tickets https://www.eventbrite.com/e/loonie-hour-toronto-june-09-tickets-1388615449189?aff=oddtdtcreatorStart an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn

There are many threats to the U.S. economy. How might investors prepare for uncertainty? We discuss fixed income opportunities. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Jamie Dimon: 'You Are Going To See A Crack In The Bond Market' Not the best of times for those planing their retirement around the US treasury market. As now even JP Morgan's Jamie Dimon is giving a Joe Namath-like guarantee that 'you are going to see a crack in the bond market.' Oh boy... We dig into that, and also take a look at the latest movement in the silver inventories, all in today's show. So take a break from what you're doing and come join us live in the chat at 2 PM eastern! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Andy Schectman rejoins me for another Friday Night Economic Review.

“I've got indigestion from the market.” George Noble counsels caution, saying the market is bad at pricing uncertainty. He focuses on U.S. dollar weakness and the implications for equities: the U.S. “may win the trade war” but will “lose the capital war.” He thinks the bond market is the “thing to watch” right now, and that investors should buy gold.======== 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

The S&P500 index now is at the brink of entering technical bull market territory, up nearly 20% since its lows after ‘Liberation Day'. Yesterday, equity markets rose, fuelled by a surprise fall of inflation in Europe, good labour market data in the US, a perceived easing of trade tensions and some AI chips-excitement following Meta's energy deal. Dario Messi, Head of Fixed Income Research, joins us to share his views on where yields go and Mathieu Racheter, Head of Equity Strategy Research, speaks about the point at which yield levels start to trouble equity markets.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:34) - Markets wrap-up: Roman Canziani, Head of Investment Writing (06:34) - Bond Market update: Dario Messi, Head of Fixed Income Research (11:18) - Equity strategy update: Mathieu Racheter, Head of Equity Strategy (15:33) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

For the first time in 100 years, all 3 major credit rating agencies have downgraded the U.S. to AA. Jamie Dimon warns of cracks in the bond market. The panel breaks down national debt, Trump's spending, and why bullets—not Bitcoin—might be the real hedge.

Links & ResourcesFollow us on social media for updates: ⁠Instagram⁠ | ⁠YouTube⁠Check out our recommended tool: ⁠Prop Stream⁠Thank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!

Nathaniel (Nathan) Powell, founder at Deep Market Making spoke with Rudolf Falat, founder of the Voice of FinTech podcast, about leveraging AI to make pricing models for bond markets better than ever. Here is what they discussed in more detail: Nathan, tell us how you got to where you are today.Many people recently opened up to AI with the advent of GenAI. But AI has been with us for much longer, right? Why has GenAI, in particular, gained such traction vs. traditional AI?What problem are you solving at Deep Market Making, and why is it worth solving?What is your solution and your unique selling point?Who are your key clients? Can you tell us some case studies of the successful implementation of your solution?What's your technology angle? What kind of AI are we talking about?How do we navigate the unique risks and challenges posed by AI, especially in financial markets?What are the milestones you want to achieve next?What's your favorite business book? Zero to One: Notes on Startups, or How to Build the Future by Peter ThielWhat's the best way to reach out: Nathaniel (Nathan) Powell (LinkedIn) or e-mail: nathan@deepmm.com

Mike Novogratz returns to Bankless to unpack Bitcoin's surge to new all-time highs and what it means in a world grappling with fiscal uncertainty. We dive into the unfolding bond market crisis, why the Genius Act marks a new chapter for stablecoins, the tokenization of traditional finance, and how Galaxy is uniquely positioned at the crossroads of crypto and AI. This is a front-row seat to the changing macro tides and crypto's place in the new financial order. ------

Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report. After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

China pushes back against U.S. accusations that it violated parts of the Geneva trade agreement. Sources tell CNBC talks between the two countries' leaders could take place as soon as this week. Then CEO of Marriott breaks down the outlook for travel as demand concerns grow amid a global trade war. Plus Jamie Dimon warns about cracks in the bond market. Doubleline's Deputy CIO lays out how investors should be positioned.

Shares of Nvidia reversing in today's session, and sat out the mid-day Mag7 rebound. How the chip giant is faring since its post-earnings pop, and how our traders are positioning in the stock going into June. Plus Jamie Dimon ringing the alarm bell on the bond market. The cracks he sees starting to form, and why one top market strategist is ignoring the bond market alarmists.Fast Money Disclaimer

Mike Wills is joined by Vincent Anthonyrajah, CEO and co-founder of Differential Capital, for a crash course in Bond Market 101 — and why global investors are suddenly jittery. With Trump back in the headlines and Republican fiscal plans adding trillions to U.S. debt, markets are reacting with rising interest rates, slower growth forecasts, and a general sense of financial unease. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed's Next Move In this week's episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward. With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion annually, the crew breaks down what's really happening behind the headlines—and why the Fed may be nearing a breaking point. We cover: - Moody's downgrade and its message to investors - Why 20- and 30-year bonds are being rejected by the market - The Fed's balance sheet roll-off and its unintended consequences - Could a debt spiral force the Fed to reverse course on QT? - Why Japan, Germany & global forces are quietly reshaping bond demand - What the SOFR curve is telling us about long-term rates - How all of this ties back to commercial real estate, cap rates, and refinance risk This episode connects the macro puzzle pieces—from treasury stress to real estate fallout—in the way only Drunk Real Estate can.

This week, Monika returns from a whirlwind trip to Berlin and Hamburg with reflections on unpredictable European weather and a newfound appreciation for the Delhi heat. Back at her desk, she dives straight into the world of bonds—those unassuming financial instruments that actually run the show when it comes to signaling the health of an economy. Monika explains why the bond market is far more closely watched than the stock market and what it's been saying about India's growth story in a global economy full of mixed signals.She breaks down the mechanics of bonds and bond yields in her trademark relatable style, comparing them to FDs and detailing how they reflect changing interest rates, inflation, and creditworthiness. With examples from the US bond market's reactions to policy shifts and deficits, Monika shows how yields offer a real-time assessment of trust in a country's economic direction. For India, the recent fall in bond yields alongside strong macroeconomic numbers signals growing confidence among investors and hints at a positive future.The listener questions begin with anonymous from Pune, who is balancing a ₹60 lakh home loan and wants to know whether to prepay the loan or start a ₹50,000 monthly SIP for retirement, while also asking about the need for term insurance for a non-earning spouse. Vaibhav Verma is considering withdrawing from his stock and PF portfolio to buy a ₹20 lakh plot and seeks advice on whether property is a wise investment in the long term. And Naman Nihalani, a 22-year-old MBA student preparing for a financially responsible future, wants help building a budget, handling an education loan, and planning long-term investments to manage life's many responsibilities.Chapters:(00:30 - 07:20) Why Bonds Are the Real Boss of the Economy(07:21 - 09:10) How Bond Yields Move and What They Signal(09:39 - 16:50) Should I Prepay My Home Loan or Start Retirement SIPs?(16:51 - 19:34) Is Buying a Plot Better Than Mutual Funds for Long-Term Investing?(19:35 - 21:42) How Can a 22-Year-Old Plan Finances for the Future?If you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠Monika's book on mutual funds⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠Monika's workbook on recording your financial life⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠Calculators⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠@MonikaHalan⁠⁠Instagram ⁠⁠@MonikaHalan⁠⁠Facebook ⁠⁠@MonikaHalan⁠⁠LinkedIn ⁠@MonikaHalan⁠Production House: ⁠www.inoutcreatives.com⁠Production Assistant:⁠ Anshika Gogoi⁠

Charles wants to talk about something high octane and exciting, and totally not the bond market. You might hear Dom say he wants to talk about the bond market, but that is comedic misdirection utilised to make a satirical point. I promise this episode isn't about interest rates, the bond market, or how hard it is for Charles to be a homeowner. Now keep listening so he can afford his repayments. ---Follow us on Instagram: @chaserwarSpam Dom's socials: @dom_knightSend Charles voicemails: @charlesfirthEmail us: podcast@chaser.com.auFund our caviar addiction: https://chaser.com.au/support/ Send complaints to: mediawatch@abc.net.au You can lose the ads and get more content! Become a Chaser Report VIP member at http://apple.co/thechaser OR https://plus.acast.com/s/the-chaser-report. Hosted on Acast. See acast.com/privacy for more information.

Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg Opinion columnist, Marcus Ashworth. Ashworth, covers European markets and was formerly chief markets strategist for Haitong Securities in London. The pair discuss Japan's bond market and what recent market activity means for decision making at the Bank of England. See omnystudio.com/listener for privacy information.

US stock markets played catch-up yesterday after a long holiday weekend. A boost in consumer confidence in both the US and Germany also contributed to the upbeat market mood, as did reports that the US is nearing the signing of new trade deals, potentially as early as this week. In the Asia-Pacific region overnight, equity markets delivered a mixed performance, with South Korea posting the strongest gains, driven largely by a surge in semiconductor stocks as investors positioned themselves ahead of Nvidia's earnings report later today. Meanwhile, shifts in longer-dated government bond yields remain the dominant theme in fixed income. To shed more light on the latest developments, we are joined today by Dario Messi, our Head of Fixed Income Research.00:00 Introduction: Bernadette Anderko, Investment Writing01:01 Markets wrap-up: Lucija Caculovic, Investment Writing07:31 Bond market update: Dario Messi, Head of Fixed Income Research12:06 Closing remarks: Bernadette Anderko, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

One of the most important markets in the global economy is the bond market.  The bond market doesn't get as much attention as the market for stocks. Yet, the global market for bonds is actually larger than the total value of all publicly traded stocks.  Moreover, bond markets have the power to influence policy and possibly even topple governments. Learn more about bonds and the bond market, and how they work on this episode of Everything Everywhere Daily. Sponsors Newspapers.com Get 20% off your subscription to Newspapers.com Mint Mobile Cut your wireless bill to 15 bucks a month at mintmobile.com/eed Quince Go to quince.com/daily for 365-day returns, plus free shipping on your order! Stitch Fix Go to stitchfix.com/everywhere to have a stylist help you look your best Tourist Office of Spain Plan your next adventure at Spain.info  Stash Go to get.stash.com/EVERYTHING to see how you can receive $25 towards your first stock purchase and to view important disclosures. Subscribe to the podcast!  https://everything-everywhere.com/everything-everywhere-daily-podcast/ -------------------------------- Executive Producer: Charles Daniel Associate Producers: Austin Oetken & Cameron Kieffer   Become a supporter on Patreon: https://www.patreon.com/everythingeverywhere Update your podcast app at newpodcastapps.com Discord Server: https://discord.gg/UkRUJFh Instagram: https://www.instagram.com/everythingeverywhere/ Facebook Group: https://www.facebook.com/groups/everythingeverywheredaily Twitter: https://twitter.com/everywheretrip Website: https://everything-everywhere.com/  Learn more about your ad choices. Visit megaphone.fm/adchoices

President Donald Trump's ‘big beautiful' bill was passed by the House of Representatives last week. It adds yet more deficit spending to the US budget. But can it survive the bond market? Today on the show, Rob Armstrong and Katie Martin discuss how deficit spending affects the bond market and what can happen when yields rise dramatically. Also they go long the euro as a new international reserve currency and short drinking in bookstores. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Moodys Downgrade, Bond Market Collapse, City of London and QFS? w/ Andy Schectman - SarahWestall.com

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, for The Wright Report: Friday Headline Brief—heavy on news, light on analysis—bringing you the top stories shaping America and the world. Supreme Court Expands Presidential Power Over Federal Agencies – In a landmark decision, the Court rules Trump can fire appointees from “independent” agencies like the NLRB, reshaping executive authority and possibly opening the door to major reforms—including spending control. Trump's Budget Bill Passes the House—Markets Shudder – The “Big, Beautiful Bill” narrowly clears the House, cutting green subsidies and boosting border spending. But the $3T in new debt spooks bond markets and sets up a GOP clash in the Senate. China Deemed Greatest Threat in U.S. History – CIA Deputy Director calls China the top existential threat America has ever faced. Despite this, Trump's tariff rollbacks continue as U.S. companies scramble with rising supply chain costs. Retailers React to Tariffs: Walmart Warns of Price Hikes, Target Stays Quiet, Nike Raises Prices – As stacked tariffs hit, companies split on their messaging. Trump urges retailers to “eat it”—the costs, that is. Tucker Carlson Calls Trump Middle East Dealings ‘Corrupt' – On his podcast, Carlson agrees with guest Shawn Ryan that Trump's Qatar jet gift and real estate ventures abroad “seem like corruption.” The White House has yet to respond. Disney, Harvard Face Trump's Immigration Crackdown – Disney places Venezuelan workers on unpaid leave, and Trump's DHS revokes Harvard's right to host international students over ties to anti-Semitic and pro-communist activity. Putin Rejects Ukraine Peace Deal, Trump Pulls Back – After a call with Putin, Trump begins stepping back from negotiations. Vance says it's time to recognize this as “Biden's war.” France and Saudi Arabia Push Hamas to Disarm – With Hamas leadership decimated, new talks aim to shift the group to a political role only. Meanwhile, a U.S. Leftist kills two Israeli diplomats in DC, further inflaming tensions. China Eyes Diego Garcia, Trump Approves UK Transfer – Beijing-linked satellite images of U.S. forces raise alarms. Trump backs a UK deal transferring island sovereignty to pro-China Mauritius, baffling allies. Taiwan Ramps Up Drone Defenses Against Invasion Threat – The island nation forms its first military drone units to reinforce deterrence against a Chinese invasion. Medical Science: Vitamin D3 Slows Aging; Spicy Food Curbs Calories – New studies show vitamin D3 reduces telomere shortening, while spicy food could help reduce calorie intake and fight obesity. "And you shall know the truth, and the truth shall make you free." – John 8:32

A sell-off in the bond markets this week as investors grow skeptical of America's ability to manage its debt in the long term. Early Friday morning, President Trump leveled fresh tariff threats at the European Union and Apple. FOX Business correspondent Gerri Willis is joined by CEO and CIO of Laffer Tengler Investments Nancy Tengler to explain the stock market reaction to those new potential tariffs and shares why she isn't too worried about the bond market right now. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/LT rates are up and you know what that means: get ready for a flood of claims deficits suddenly now matter. They don't (sadly), at least not for bonds, and we know they don't because not all the yield curve maturities are seeing selling. The one spot on the curve you always want to watch is sending another major warning, and it isn't too many Treasuries. Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Disastrous bond auctions in both Japan (the largest holder of US debt) and the United States has interest rates rising, the FED panic buying, and a death spiral imminent. Support The Show:https://peddlingfiction.substack.com/

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:11) AI Disruption in Business(18:46) The Concept of Digital Lawn Mowers(26:11) Identifying Companies at Risk of Disruption(31:02) AI's Impact on Commoditized Supply(34:40) Match Group and Buyback Strategies(39:53) Palantir's Growth Potential and Market Positioning(47:27) Michael Burry's Investment Strategies and Market Predictions(50:43) CoreWeave's Business Model and Financial Viability(55:19) Bond Market Trends and Economic Implications*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

A sell-off in the bond markets this week as investors grow skeptical of America's ability to manage its debt in the long term. Early Friday morning, President Trump leveled fresh tariff threats at the European Union and Apple. FOX Business correspondent Gerri Willis is joined by CEO and CIO of Laffer Tengler Investments Nancy Tengler to explain the stock market reaction to those new potential tariffs and shares why she isn't too worried about the bond market right now. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nowhere To Run To Nowhere To Hide. Stagflation here to stay? Funky Things Happening in the Bond Market. The Family Office Dilemma! Downgrade! Buy Now Pay Never! Here Come the Tariff Price Hikes! Comrade Trump! Kill Bill! Republicans and Really Bad Math. Musk Taps Out. No Votes on DOGE Cuts…Again New Socialist Party??? Trump's Memecoin Ethical Disaster. Anatomy of a Coverup. Game of Thrones D.C. Back To Killing Whales…Windmills are Back.

On today's show we are talking about the risk premium being attached to US sovereign debt and how this has the potential to destabilize real estate markets for all US investors. We are accustomed to thinking that the Fed sets the interest rate. But the truth is that the Fed only sets one interest rate. That is the Fed Funds rate that banks use to lend to each other. The downgrade of the US debt by Moody's debt rating agency last Friday was a reflection of the government's persistent failure to adopt measures that would “reverse the trend of large annual fiscal deficits and growing interest costs.” Moody's was the third bond rating agency to downgrade the US sovereign debt after S&P and Fitch downgraded the US debt in August of 2023. It's not the downgrade per se that is the problem. The market makes its own determination and does not just look at what the bond rating agencies have to say.Spending is heading higher, regardless of who is in the White House. The demographic impact on entitlement programs is unavoidable. The population is aging and when the social security program was launched, there were 16.5 people in the workforce for every one person collecting benefits. Today there are 2.71 people in the workforce for every one person collecting benefits. By the mid 2030's, that number is expected to fall to 2.3 people working for every one person collecting. The math doesn't fund the liabilities. The current White House was elected on the promise of the economy and of fiscal responsibility. The latest budget bill that had wound its way through the Congress shows an increase in spending and a widening budget deficit. Despite desires to cut government waste and abuse, the impact seems somewhat muted. The bond market is clearly seeing significant risk to the ballooning US sovereign debt. This week's auction in new US Treasuries did not go well. The appetite for new paper from the US government was muted and the price that was bid for the 30 year was so low that the yield on the 30 year is now above 5%. The 30 year Treasury is a long denomination bond and its yield moves very slowly. To have the price for that bond drop so sharply in a matter of days has definitely rattled markets. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

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The bond market is flashing potential warning signs about US debt and the Big Beautiful Bill. Average Americans WILL be affected. Mike Madison predicted LAST WEEK the Middle East Bait & Switch! And the grand new Golden Boondoggle.

Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

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Republican lawmakers in the House of Representatives in Washington on Wednesday appeared closer to finding common ground on new tax bill which will enact sweeping tax cuts. That news has jolted US bond and stock markets on the assumption that it could add trillions of dollars to the national debt and affect the government's creditworthiness. Also, Nvidia CEO calls US semiconductor export controls a failure.

Something important is happening in the Bond markets which will impact us all. In short, all around the world it seems, investors are more reluctant to lend to governments over long terms. Overall, bond investors are demanding more compensation to buy longer maturities — and not just for the US. Japanese and UK 30-year yields … Continue reading "Signals From The Bond Market Front Line…"

The latest GOP spending and tax bill would add an estimated $3.8 trillion to the national deficit over the next decade. More debt means the government will issue more bonds. But investors don't necessarily want a flooded bond market — we'll explain why. Also in this episode: Stakeholders report longer waits for financial aid information since Department of Education layoffs, retailers set their sights on European markets to alleviate tariff pressure and workplace adoption of AI is tricky to track.Every story has an economic angle. Want ‘em in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org and consider making an investment in our future. 

The latest GOP spending and tax bill would add an estimated $3.8 trillion to the national deficit over the next decade. More debt means the government will issue more bonds. But investors don't necessarily want a flooded bond market — we'll explain why. Also in this episode: Stakeholders report longer waits for financial aid information since Department of Education layoffs, retailers set their sights on European markets to alleviate tariff pressure and workplace adoption of AI is tricky to track.Every story has an economic angle. Want ‘em in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org and consider making an investment in our future. 

In this episode, we break down the current bond market crisis, what it means for the U.S. economy, and how it could trigger a massive pump in Bitcoin and other cryptocurrencies.

The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains. Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market's Power Grows as Rising Rates Loom, RBLX - Roblox Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Debt, Portfolio Management, UNH - UnitedHealth Group Inc., AHOG - Koninklijke Ahold Delhaize N.V., GPK - Graphic Packaging Holding Co., Consumer Sentiment.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities.  Key Takeaways:What Are TIPS?TIPS ETFs vs. TIPSFlows Into TIPS ETFs in 2025 Surprises Morningstar's ETFInvestor EditorHow TIPS Have Performed Against the Bond Market in 2025How Higher-for-Longer Interest Rates Could Create Higher RiskShould Investors Look to Short- or Long-Term TIPS During Market Volatility?What's the Best Account to Hold TIPS ETFs?Who Should Invest in TIPS ETFs?2 Top TIPS ETFs Picks Read about topics from this episode.  Subscribe to Morningstar's ETFInvestor newsletter.TIPS Funds Gain on Fears of Inflation and Economic DownturnHow to Use TIPS in Your PortfolioWhy the Fed May Wait Until July to Cut Interest RatesInflation Was Softer in April, but Tariff Impacts Still LoomWhat Now? An Investor's To-Do List for Chaotic MarketsMorningstar′s Guide to ETF InvestingHow to Think About Time Horizons in Bond Investing6 Top-Performing TIPS Funds3 Defensive ETFs for Current Volatility What to watch from Morningstar. Market Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump's Trade War Read what our team is writing:Daniel SotiroffIvanna 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/

In early April, the bond market gave people a scare. Investors began selling off their historically secure U.S. Treasuries in large quantities. It reportedly encouraged President Trump to pause his flurry of liberation day tariffs. These jitters offered a glimpse into what could go wrong for U.S. Treasuries if economic uncertainty gets worse. On today's show, we take a peek at some nightmare scenarios for the bond market.Related episodes:Who's advising Trump on trade (Apple / Spotify)IRS information sharing, bonds bust, and a chorebot future (Apple / Spotify)Bond vigilantes. Who they are, what they want, and how you'll know they're coming (Apple / Spotify)Is the reign of the dollar over? (Apple / Spotify)For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

It's said that the "Trump put" on financial markets is not on the S&P in this second term, but rather on the 10year US Treasury yield.The rise in Treasury yields since 2022 has sent the cost of servicing America's federal debt to record highs, exceeding spending on national defense for fiscal year 2024.US Treasury Secretary Scott Bessent has indicated his and the President's desire to get the 10year yield comfortably under 4%....but that's proving difficult.In fact, after falling to 4.1% two week ago, the yield has quickly shot back up to near 4.5% as of the day of this recording.Why is it proving so tricky to tame bond yields?And what will it mean for the economy & markets if they can't be?For answers, we have the great fortune today of turning to veteran money manager Bill Fleckenstein and founder of Fleckenstein capital.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #interestrates #gold _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Early estimates say the GOP's tax bill will add $3.8 trillion in deficits over the next 10 years. (This, despite President Trump's insistence on shrinking the national debt.) But amid economic instability caused by the trade war and federal spending cuts, will the bond market snap up all that government debt? Plus: What to look for in Thursday's producer price index, why moving manufacturing to the U.S. will be easier for some sectors than others and how grocery store generics became so popular. 

Early estimates say the GOP's tax bill will add $3.8 trillion in deficits over the next 10 years. (This, despite President Trump's insistence on shrinking the national debt.) But amid economic instability caused by the trade war and federal spending cuts, will the bond market snap up all that government debt? Plus: What to look for in Thursday's producer price index, why moving manufacturing to the U.S. will be easier for some sectors than others and how grocery store generics became so popular. 

The April inflation numbers show that prices did not jump significantly after President Trump imposed higher tariffs and then, in many cases, delayed them. But the longer term is still uncertain. The market response to the back-and-forth over trade has been volatile, particularly when it comes to the bond market. Economics correspondent Paul Solman explains. PBS News is supported by - https://www.pbs.org/newshour/about/funders