Podcasts about Bond market

Market Update and PPI Data Insights - Dividend Cafe Daily Recap Host David Bahnsen fills in for Brian Szytel to deliver a daily market update. Despite some intraday movements, the market indices closed flat, with the DOW, S&P, and NASDAQ showing negligible changes. The 10-year yield rose to 4.28%, driven by a surprising 0.9% increase in the Producer Price Index (PPI) for the month. Goods prices remained low, while services saw more significant movement. The episode teases a deeper analysis on inflation and related data points, set to be discussed in the weekly Dividend Cafe commentary. Additional updates include a 2% rise in oil prices and stable initial jobless claims at 224,000. 00:00 Introduction and Market Overview 00:17 Market Indices Performance 00:40 Bond Market and PPI Impact 01:58 Upcoming Dividend Cafe Insights 02:41 Additional Data Points 03:18 Conclusion and Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief U.S. Economist Michael Gapen consider the ripple effects on inflation and the bond market. Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist. Michael Zezas: Today, how are tariffs impacting the economy and what it means for bond markets? It's Wednesday, August 13th at 10:30am in New York. Michael, we've been talking about how the near-term uncertainty around tariff levels has come down. Tariff deals are, of course, still pending with some major U.S. trading partners like China; but agreements are starting to come together. And though there's lots of ways they could break over time, in the near-term, deals like the one with Europe signal that the U.S. might be happy for several months with what's been arranged. And so, the range of outcomes has shrunk. The U.S.' current effective tariff rate of 16 percent is about where we thought we'd be at year end. But that's substantially higher than the roughly 3 percent we started the year with. So, not as bad as it looked like it could have been after tariffs were announced on April 2nd, but still substantially higher. Now's the time when investors should stay away from chasing tariff headlines and guessing what the President might do next; and instead focus on assessing the impact of what's been done. With that as the backdrop, we got some relevant data yesterday, the Consumer Price Index for July. You were expecting that this would show some clear signs of tariffs pushing prices higher. Why was that? Michael Gapen: Well, we did analysis on the 2018-2019 tariff episode. So, in looking at the input-output tables, which give you an idea of how prices move through certain sectors of the economy, and applying that to the 2018 episode of tariffs – we got the result that you should see some tariff inflation in June, and then sequentially more as we move into the late summer and the early fall. So, the short answer, Mike, is a model based plus history-based exercise – that said yes, we should start seeing the effects of tariffs on those categories, where the direct effect is high. So that'd be most of your goods categories. Over time, as we move into later this year or early next year, it'll be more important to think about indirect effects, if any. Michael Zezas: Got it. So, the July CPI data that came out yesterday, then did it corroborate this view? Michael Gapen: Yes and no. So, I'm an economist, so I have to do a two-handed view on this. So yes… Michael Zezas: Always fair. Michael Gapen: Always, yes. So, yes, core goods prices rose by two-tenths on the month, in June they also rose by two-tenths. Prior to this goods' prices were largely flat with some of the big durables, items like autos being negative, right? So, we had all the give back following COVID. So, the prior trend was flat to negative. The last two months, they've shown two-tenths increases. And we've seen upward pressure on things like household furnishings, apparel. We saw a strong used car print this month, motor vehicle and repairs. So, all of that suggests that tariffs are starting to flow through. Now, we didn't – on the other hand – is we didn't get as much as we thought. New car prices were flat and maybe those price increases will be delayed until models – the 2026 models start hitting the lot. That would be September or later. And we didn't actually; I said apparel. Apparel was up stronger last month. It really wasn't up all that much this month. So, the CPI data for July corroborated the view that the inflation pass through is happening. Where I think it didn't answer the question is how much of it are we going to get and should we expect a lot of it to be front loaded? Or is this going to be a longer process? Michael Zezas: Got it. And then, does that mean that tariffs aren't having the sort of aggregate impact on the economy that many thought they would? Or is maybe the composition of that impact different? So, maybe prices aren't going up so much, but companies are managing those costs in other ways. How would you break that down? Michael Gapen: We would say, and our view is that, yes, you know, we have written down a forecast. And we used our modeling in the 2018-20 19 episode to tell us what's a reasonable forecast for how quickly and to what degree these tariffs should show up in inflation. But obviously, this has been a substantial move in tariffs. They didn't start all at once. They've come in different phases and there's a lot of lags here. So, I just think there's a wide range of potential outcomes here. So, I wouldn't conclude that tariffs are not having the effect we thought they would. I think it's way too early and would be incorrect to conclude, just [be]cause we've had relatively modest tariff pressures in June and July, inflation that we can be sanguine and say it's not a big deal and we should just move on.Michael Zezas: And even so, is it fair to say that there's still plenty of evidence that this is weighing on growth in the way you anticipated? Michael Gapen: I think so. I mean, it's clear the economy has moderated. If we kind of strip out the volatility and trade and inventories, final sales to domestic purchasers 1.5 in the first quarter. It was 1.1 in the second quarter, and a lot of that slowdown was related to spending by the consumer. And a slowdown in business spending. So that that could be a little more, maybe about policy uncertainty and not knowing exactly what to do and how to plan. But it also we think is reflected in a slowdown, in the pace of hiring. So, I would say, you got the policy uncertainty shock first. That also came through the effect of the April 2nd Liberation Day tariffs, which probably caused a freeze in hiring and spending activity for a bit. And now I would say we're moving into the part of the world where the actual increase in tariffs are going to happen. So, we'll know whether or not firms can pass these prices along or not. If they can't, we'll probably get a weaker labor market. If they can, we'll continue to see it in inflation.But Mike, let me ask you a question now. You've had all the fun. Let me turn the table. Michael Zezas: Fair enough. Michael Gapen: How much does it matter for you or your team, whether or not these tariffs are pushing prices higher? And/or delaying cuts from the Fed. How do you think about that on your side? Michael Zezas: Yeah, so this question of composition and lags is really interesting. I think though that if the end state here is as you forecast – that we'll end up with weaker growth, and as a consequence, the Fed will embark on a substantial rate cutting program. Then the direction of travel for bond yields from here is still lower. So, if that's the case, then obviously this would be a favorable backdrop for owners of U.S. treasury bonds. It's probably also good news for owners of corporate credit, but the story's a bit trickier here. If yields move lower on weaker growth, but we ultimately avoid a recession, this might be the sweet spot for corporate credit. You've got fundamental strength holding that limits credit risk, and so you get performance from all in yields declining – both the yield expressed by the risk-free rate, as well as the credit spread. But if we tipped into recession, then naturally we'd expect there to be a repricing of all risk in the market. You'd expect there to be some expression of fundamental weakness and credit spreads would widen. So, government bonds would've been a better product to own in that environment.But, of course, Michael, we have to consider alternative outcomes where yields go higher, and this would turn into a bad environment for bond returns that would appear to be most likely in the scenario where U.S. growth actually ticks higher, resetting expectations for monetary policy in a more hawkish direction.So, what do you think investors should watch for that would lead to that outcome? Is it something like an AI productivity boom or maybe something else that's not on our radar? Michael Gapen: Yeah, so I think that is something investors do have to think about; and let me frame one way to think about that – where ex-post any easing by the Fed as early as September might be retroactively viewed as a policy mistake, right? So, we can say, yes, tariffs should slow down growth and maybe that happens in the second half of this year. The Fed maybe eases rates as a pre-emptive measure or risk management approach to avoid too much weakness in the labor market. So even though the Fed is seeing firming inflation now, which it is. It could ease in September, maybe again in December [be]cause it's worried about the labor market. So maybe that's what dominates 2025. And, and like you said, perhaps in the very near term, continues to pull bond prices lower. But what if we get into 2026 and the tariff effect or the tariff drag on growth fades, and the consumer begins to accelerate. So, we don't have a recession, we just get a bit of a divot in growth and then the economy recovers. Then fiscal policy kicks in, right? We don't think the One Big, Beautiful Bill act will provide a lot of stimulus, but we could be wrong. It could kickstart animal spirits and bring forward a lot of business spending. And then maybe AI, as you said; that could be a combining factor and financial conditions would be very easy in that world, in part – given that the Fed has eased, right? So that that could be a world where, you know, growth is modest, but it's firming. Inflation that's moved up to about 3 percent or maybe a little bit higher later this year kind of stays there. And then retroactively, the problem is the Fed eased financial conditions into that and inflation's kind of stuck around 3 percent. Bond yields – at least the long end – would probably react negatively in that world. Michael Zezas: Yeah, that makes perfect sense to us. Well, Michael, thanks for taking the time to talk with me. Michael Gapen: Thanks for having me on, Mike. Michael Zezas: And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.

Learn how ex-dividend dates determine which shareholders receive dividend payments by explaining the relationship between the record date, ex-dividend date, and how ownership timing affects dividend entitlement in stock investing. Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, MET - Metlife Inc., FIX - Comfort Systems USA Inc., How to Invest in the Bond Market, Understanding Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends?, ASPI - ASP Isotopes Inc., BTC - Grayscale Bitcoin Mini Trust ETF, CORT - Corcept Therapeutics Inc., SKX - Skechers U S A Inc., BKE - Buckle Inc., EMN - Eastman Chemical Co.Our Sponsors:* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.com* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

On the latest episode of Wellington's InvestorExchange podcast, host Amar Reganti sits down with Brij Khurana, portfolio manager of an unconstrained bond strategy, to discuss the shifting dynamics of US and global markets, and what they mean for asset allocators.1:45 – How the US navigated the GFC and COVID pandemic6:50 – Immigration and labor supply8:30 – The One Big Beautiful Bill Act and the Fed11:40 – What's happening in global capital markets?14:10 – Applying this to allocations17:20 – What's next?

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Paul Galloway examines the current shape of the yield curve and the signals behind the 10-year treasury yield. He discusses market uncertainty, interest rate dynamics, inflation, and geopolitical factors influencing investor behavior. What does a flat curve mean for recession risk, borrowing costs, and future rates? Tune in to decode the outlook.

Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.Let's start with how you're thinking about the bond market in 2025. Can you talk about what you have considered key moments this year? As a follow-up, what is at the core of the bond market's concerns?We're recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now? Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about? What's the probability of Trump firing Powell before the Fed Chair's term ends in May 2026, and who would be the ideal candidate? We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can't shake the bad rap?What's the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?What are the best bonds for portfolio diversification?What's the takeaway for fixed-income investors for the rest of 2025? Read about topics from this episode.  Investors Should Embrace Elevated Bond Yields3 Principles to Invest By, Whatever Comes NextWhy the Fed's Independence Matters to Markets, the Economy, and Your Wallet4 Top-Performing High-Yield Bond FundsTariffs and Dollar Weakness Tested US ResilienceIncome Opportunities Remain at the Front End of the Yield Curve What to watch from Morningstar. Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second LookMarket Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025 Read what our team is writing.Paul OlmstedIvanna 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/

Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin 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.

We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child. Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. Eurodollar University's conversation w/Steve Van Metre********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/********https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Jack Mallers, CEO of Strike and the recently launched Twenty One, joins host Isabella Santos backstage at Bitcoin 2025 Las Vegas for an unfiltered conversation on Bitcoin-native capital markets, SPAC listings, macroeconomic upheaval, and the future of lending, education, and financial sovereignty.Mallers breaks down why Twenty One aims to outperform Bitcoin in BTC terms, and how Ross Ulbricht's legacy shaped his Bitcoin journey. He also touches on proof-of-reserves for Strike and TwentyOne, his hottest takes on Bitcoin lending, and America's path back to sound money.⭐ JOIN US @ Bitcoin Asia 2025, Aug. 28-29 in Hong Kong! Get your tickets at: https://asia.b.tc/ today! Chapters:00:00 - Intro: Why Bitcoin Can't Be Stopped00:23 - Bitcoin 2025 Vibes & Big Announcements from 2101:00 - Bitcoin-Native KPIs: BPS (Bitcoin Per Share) & Return Rates02:45 - Financial Engineering & Accretive Growth Strategy at 2105:00 - Bitcoin's Cultural Alignment with Tether & Mallers' Long-Term Vision06:20 - Strategic Bitcoin Reserves & America's Path to Sound Money09:00 - Bitcoin Lending: HODLing, Borrowing, and Market Maturity11:02 - Ross Ulbricht's Impact on Mallers' Bitcoin Origin Story13:00 - Full Circle: From Ross in Prison to Ross Speaking at Bitcoin 202513:30 - Bitcoin and the Collapse of the Old Economic Order15:45 - Bitcoin in the Bond Market & Mallers' Macro Learning Curve16:29 - Jack's Hottest Take: Proof of Reserves

In Episode 429 of Hidden Forces, Demetri Kofinas speaks with Weston Nakamura, a Tokyo-based financial analyst and the creator of “Across the Spread,” a market analysis and information service that identifies key market developments from the Asia-Pacific trading session, exploring their impact on equities, bonds, currencies, and commodities across global markets. Weston recently spoke with members of the Hidden Forces Genius community, helping them make sense of the Japanese elections that took place over the weekend. He explained what the results mean for what he calls “the world's most dangerous market” and why a new governing coalition made up of Japan's opposition parties could cause significant dislocations in international bond markets, raising government financing costs and inciting further political turmoil in countries already riled by debates about trade and immigration. This is the audio from that conversation. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 07/22/2025

Interview recorded - 22nd of July, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C.During our conversation we spoke about Jim's outlook, the international companies paying tariffs, whether Trump can fire Powell, should Powell save the bond market, stable coins and more. I hope you enjoy. 0:00 - Introduction1:21 - Jim's outlook7:24 - International companies paying tariffs?10:03 - Product inflation vs service deflation12:35 - Immigration impact on inflation15:02 - Can Trump fire Powell?18:31 - Next FED Chair?20:45 - Should Powell address bond yields?28:43 - Step-up in deficits31:27 - Stablecoins36:25 - One message from conversation?Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim's commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ETF: https://www.biancoadvisors.com/X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbuttonLinkedIn: https://www.linkedin.com/in/james-bianco-117619152/WTFinance -YouTube - https://www.youtube.com/@WTFinancepodcastTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/X- https://twitter.com/AnthonyFatseas

Read the quarterly letter: https://avenueinvestment.com/insights/quarterly-letters/q2-2025-quarterly-letter/Visit our website: https://avenueinvestment.com/Check out our other insights: https://avenueinvestment.com/insights/Subscribe to the AIM YouTube Channel: https://www.youtube.com/@avenueinvestmentmanagement9557»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»All material is Avenue's intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   1:44 -Just how strong is the U.S. economy? Here's what the bond market says, by Alicia Planincic   This program is narrated by automated voices. To receive full-length editions of Hub Headlines, subscribe now and become a Hub Hero to get access to all of The Hub's paid podcasts and our website www.thehub.ca.   The Hub's podcast channel is sponsored this month by Airbnb. To learn more about how Airbnb is helping, not hurting Canada's economy, visit Airbnb.ca/closerlook.   Subscribe to The Hub's podcast feed to get all our best content: https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Watch The Hub on YouTube: https://www.youtube.com/@TheHubCanada Get a FREE 3-month trial membership for our premium podcast content: https://thehub.ca/free-trial/ The Hub on X: https://x.com/thehubcanada?lang=en     CREDITS: Alisha Rao  – Producer & Sound Editor   To contact us, sign up for updates, and access transcripts, email support@thehub.ca

The US is ramping up its issuance of Treasury debt.Today's expert is concerned that this form of "fiscal QE" will lead to a resurgence in inflation, higher bond yields, a risk asset sugar high, a weaker dollar...and quite possibly a development market bond crisis.To understand why, today we're fortunate to sit down with Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bondmarket #debtcrisis #deficit 0:00 - Global Economic Outlook5:58 - Why Markets Ignore Risks7:34 - Market Optimism and Trump Policies9:17 - Tariff Burden Sharing12:54 - Tariffs and Inflation15:37 - Tariff Strategy Evaluation18:51 - Strategic Tariff Implications22:00 - Fiscal QE Definition and Impact29:38 - Fiscal QE and Fed Policy Conflict32:37 - Unemployment and Recession Risks38:18 - Fiscal QE's Market and Economic Effects44:32 - Bond Crisis and Economic Outlook46:40 - Financial Repression and Stablecoins50:06 - Investment Implications58:32 - Closing and Resources1:01:17 - Parting Advice on Health and Wealth_____________________________________________ 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.

Michelle Gibley maps out the reasons why concerns about the Japanese bond market may be overblown and more of a short-term issue rather than a long-term one. She discusses what the ongoing election impact in Japan may have for not only its bond market but also tariff discussions with the United States. This comes as reports have surfaced that Pres. Trump wants to raise the minimum tariff levels on European trading partners. Michelle says countries might be expecting another tariff extension ahead of the Aug. 1 deadline.======== 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

Rumors about Trump's firing Fed Chair Powell heating up – then cooling back down. How the bond market is responding to Trump's back and forth on Powell. Plus United's second-quarter earnings results and Wedbush's Dan Ives forecasts big tech earnings.   Fast Money Disclaimer 

Andy Hill, Managing Director, Co-Head of Market Practice & Regulatory Policy, discusses the ongoing work of the Bond Market Liquidity Taskforce (BMLT), focusing on the European investment grade corporate bond market.

The news cycle never slows down and neither does Hub Hits.   Each day we provide you with quick hits on topical stories, big issues and important voices appearing in The Hub, taped live.   This episode features Rudyard Griffiths and Sean Speer, who discuss Canada's growing debt and deficits, and how the market is increasingly wary of Canadian long-term debt compared to the U.S. They also highlight concerns of Canada's fiscal sustainability and how Canadian bond values have fallen more sharply since the 2025 federal election.   The Hub's podcast channel is sponsored this month by Airbnb. To learn more about how Airbnb is helping, not hurting Canada's economy, visit Airbnb.ca/closerlook.   The Hub is Canada's fastest-growing independent digital news outlet. Subscribe to The Hub's podcast feed to get all our best content: https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Watch a video version on YouTube: https://www.youtube.com/@TheHubCanada Want more Hub? Get a FREE 3-month trial membership on us: https://thehub.ca/free-trial/ Follow The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Amal Attar-Guzman - Producer Alisha Rao - Sound Editor  Rudyard Griffiths & Sean Speer - Hosts

July 14, 2025 | Season 7 | I-Episode 27The resilience of financial markets amid escalating tariff rhetoric takes center stage in this comprehensive market analysis. Despite President Trump's announcements of potential 30% tariffs on the European Union and Mexico, market indices have remained surprisingly stable, highlighting a fascinating disconnect between policy uncertainty and investor sentiment.Drawing on insights from Citadel founder Ken Griffin, we explore why beating professional investors is extraordinarily difficult for retail traders. Just as former NBA player Brian Scalabrine effortlessly dominated college-level basketball players despite being considered a lesser NBA talent, professional investors possess advantages in training, resources, and computational power that make consistently outperforming them nearly impossible. The key takeaway? Diversification remains the most crucial strategy for long-term investing success.Looking back at the 1983 Social Security reforms provides valuable lessons as we approach potential insolvency in 2033. The bipartisan collaboration between President Reagan and Speaker Tip O'Neill demonstrates that even seemingly intractable financial challenges can be resolved when political leaders set aside differences. With only eight years remaining before projected trust fund depletion, this historical blueprint for compromise becomes increasingly relevant.For retirees, recent tax law changes offer a temporary enhanced deduction of $6,000 for those 65 and older between 2025-2028, though income limitations apply. This provision primarily benefits middle-income seniors, requiring careful planning regarding Roth conversions and retirement account withdrawal strategies.Market professionals at Barron's roundtable express widespread concern about current "nosebleed" valuations, with the S&P trading at 22-27 times trailing earnings. Despite this cautious outlook, they identify compelling opportunities in utilities, energy stocks, and specific companies like NextEra Energy, AMD, and Mattel that may offer value even in an expensive market.Want to stay ahead of market trends and economic developments? Subscribe to our podcast for weekly insights that help you navigate increasingly complex financial landscapes with confidence.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

As we try to get into the mindset for a discussion on global bond markets, think of a river with cross currents. Currents interrupting one another, reversing in swirls and backing up water in short bursts, as it all ultimately flows toward a lower body of water, in one big direction. According to today's guest, Fidelity Fixed Income Portfolio Manager, Michael Foggin, cross currents within global bond markets are providing more opportunities than ever. Geographies displaying differing rate policies, a depreciating US dollar, and a new narrative about safe havens all create new fertile ground for a global bond portfolio. Recorded on July 2, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

Sarah Hansen, Morningstar Inc's senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility.What Was Surprising From Q2 Market VolatilityMixed Expectations as Trump's Tariff Deadline ApproachesHow Should Investors Prepare Themselves for Market Volatility?How Tariff Uncertainty Could Affect Company EarningsHow Trump's Tax and Spending Bill Raises Concerns About Federal DeficitHow the Fed's Decision on Interest Rates Could Affect the Yield CurveShould Investors Brace for More Market Volatility? Read about topics from this episode.  13 Charts on Q2's Major Market Rebound Market Volatility: What to Watch in Q2 After Big Swings in Q1 Has the Stock Market Reached Peak Optimism on Tariffs? What Investors Need to Know About Tariffs Tariffs Would Likely Hit These US Stock Sectors the Hardest What Investors Need to Know About the Budget Reconciliation Bill The Deficit is the Biggest Risk for the Bond Market, Says Matt Eagan of Loomis Sayles How Much Will the Fed Cut Interest Rates? How Healthy Is the US Economy? Here's What the Top Economic Indicators Say  What to watch from Morningstar. Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 2025 Read what our team is writing:Sarah HansenIvanna 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/

Bond yields are bouncing and lender sentiment is shifting. In this episode of HFO's Multifamily Marketwatch, Michael Pierce breaks down the recent Treasury market volatility, explains the role of credit spreads in loan pricing, and shares what multifamily owners and investors need to know to navigate today's cautious lending environment.

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management. Key Takeaways:How the Markets Have Been Handling Volatility in 2025Why Economic Data Has Stayed More Stable Than the Markets During VolatilityWhy the Timing and the Scale of the Tariffs Were a Shock to the Market  Will International Stocks Outperform US Stocks?Why Now Is the Time to Check Your International vs US Stock AllocationShould Investors Broaden Their International Stock Exposure?Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility  How Rising Yields in Fixed Income Can Create Opportunities for Investors  How the Shape of the Yield Curves Have ShiftedHow US Investors Can Mediate US Dollar Weakness With International Equity Exposure Key Takeaways on the US Market Outlook vs International Market Outlook   Read about topics from this episode.  2025 Morningstar Investment Conference: How to Invest Today Bull or Bear? Here's How the Outlook for Stocks Stacks Up BlackRock's Rick Rieder: Why the US Economy Is Going to Be Fine 6 Charts on How Trump's Tariffs Have Upended Global Markets Should Investors Rethink Global Diversification Amid Tariff Uncertainty? What Higher Bond Yields Mean for Markets in 2025 Why the Bond Market Looks Brighter Than It Did in 2022 The Trade Deals That Could Calm Wall Street Why Holding Assets Outside the US Dollar Has Paid Off in 2025 Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025 For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds How Healthy Is the US Economy? Here's What the Top Economic Indicators Say What to watch from Morningstar. Digital Advice in 2025: What You Need to Know About Robo-Advisors Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing Dividends Read what our team is writing:Philip Straehl Dominic Pappalardo Ivanna 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/

Listener Q&A where Andy talks about: A short explanation of bonds and "the bond market" ( 2:48 )Are actively managed bond funds better than passive bond funds ( 21:53 )What are the pros and cons of making all of the year's estimated tax payments in the first quarter ( 30:30 )Why insurers don't offer a long term care product with a 2-3 years elimination period or deductible to cover just LTC needs beyond a few years ( 34:07 )His thoughts on getting retirement income from dividends, Treasury interest and municipal bond interest ( 37:20 )Are there any advisors who specialize in working with couples where only one couple is involved in the household finances ( 42:47 )Are there any disadvantages to converting ALL pre-tax account balances to Roth ( 46:20 )Is disability income considered "earned income" and eligible to make IRA or Roth IRA contributions ( 55:30 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Tariffs, Fed shifts and a newly normalized yield curve — Doug Gimple breaks down what fixed income investors need to know heading into the second half of 2025.

Marty sits down with Tom Luongo to discuss the complex geopolitical chess game involving Israel, Iran, and the Federal Reserve, exploring theories about who's really pulling the strings behind Middle East conflicts and global financial markets. Tom Luongo on Twitter: https://x.com/TFL1728 Tom Luongo's website: https://tomluongo.me/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Coinkite https://coinkite.com Unchained https://unchained.com/tftc/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

In the latest Market Signals podcast, LPL Research's Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum highlight continued resilience from stocks and bonds in the face of escalation in the Middle East, recap last week's Fed meeting, and highlight the divergence in the two major Chinese equity markets. Tracking: #758349

On Monday's Charles Schwab Big Picture panel, Collin Martin reacts to commentary from several Fed officials that suggest a bigger dovish voice may be heard in the FOMC's July meeting. He adds that his perspective hasn't changed saying a September cut is more likely, adding that recent data doesn't appear to be enough to justify a cut in July. Collin looks ahead to Friday's PCE Index, saying a good report would be a "step in the right direction" but cautions investors that tariff risks may not have been fully felt across the economy.======== 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

Unlock the secrets of the Indian Bond Market with Vishal Goenka, Co-founder of IndiaBonds! In this in-depth guide, we break down everything you need to know about investing in bonds in India. Learn about bond market liquidity (from AAA to BBB-), understand how to easily buy and sell bonds, and get clarity on capital gains tax for bond investments. Discover smart strategies like bond laddering for consistent cash flow and explore current interest rate trends and future outlook for the Indian bond market. Whether you're looking for stable returns, diversification, or a safer investment option, this video covers: Bond Market Liquidity: Understanding different credit ratings and their impact on trading. How to Buy & Sell Bonds Online: A step-by-step walkthrough of the IndiaBonds platform. Capital Gains & Taxation: What you need to know about bond taxes (LTCG, STCG). Bond Laddering Strategy: Optimize your cash flow with staggered maturities. Current & Future Interest Rate Outlook: Expert insights for 2024-2025. Identifying Attractive Bond Opportunities: Where to find the best high-yield bonds. Career Opportunities in the Bond Industry: Jobs at IndiaBonds and essential qualities. Recommended Books & Documentaries: Deepen your financial knowledge. Perfect for beginners and seasoned investors alike looking to understand fixed income in India. Diversify your portfolio and secure your financial future! Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

Jun 20, 2025 – The S&P 500 is consolidating below resistance at 6100, setting up for a potential breakout toward 6600 by year-end, according to Craig Johnson. The “Mag 7” stocks are mixed, with Microsoft and Meta strong, but others like Google...

Discord Channel: https://discord.gg/GBsBRd2wYG LIVE Today at 2pm PT on Trader Merlin 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.

Why are LT rates rising? Most people say it is the long overdue reckoning. After resisting inflation, the Fed, most of all insane debt levels for years, the chickens have finally come home to roost for longer-dated Treasury notes and bonds. And that would mean the market was wrong about all those factors up until now. What IS happening on the curve?Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Israel has launched a strike against Iran, Argentina's month-on-month inflation rate has fallen below 2 per cent, and Italian, Spanish and Greek sovereign bonds have rallied. Plus, investigators in India are looking into a fatal Boeing 787 crash and the US dollar sank to a three-year low. Mentioned in this podcast:Israel strikes Iran and braces for retaliationDollar sinks to three-year low on Trump tariff threatItaly, Greece and Spain emerge as winners in bond market anxietyMore than 240 dead after Air India flight to London crashesMilei brings Argentina's monthly inflation below 2% for first time since 2020Subscribe to the Unhedged newsletterToday's FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, Fiona Symon, Henry Larson, and Marc Filippino. Additional help from Eli Meixler, Kelly Garry, Michael Lello, David da Silva and Gavin Kallmann. Our intern is Michaela Seah. Topher Forhecz is the FT's acting co-head of audio. The show's theme song 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 episode of All the Credit®, we explore the catalysts of recent market turbulence and outline the challenges posed to fixed income investors. With a focus on key market drivers, we share insights into what the current economic landscape reveals about risk, opportunity, and evolving market dynamics. PGIM Fixed Income's Tom Porcelli, Chief U.S. Economist, hosts Gregory Peters, Co-Chief Investment Officer, and Daleep Singh, Vice Chair and Chief Global Economist. Recorded on May 29, 2025.  

Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Gross Anatomy of the Global Stock and Bond Markets…How Do You Compare? appeared first on On The Money Podcast.

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...

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.

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

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

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

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

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 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

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.