Podcasts about bond yields

Standing up a reverse mortgage division can't be that hard, can it? We go through some of the mechanics. Plus, Robbie interviews CATO Institute's Jai Kedia on if the Fed's policy stance is getting closer to its target, and the future of the centralbank under Chair Warsh. And we close with why the 30-year U.S. bond hit a 19-year high in the wake of the Federal Reserve's most recent meeting.Sponsored by Experian Verify, which provides mortgage lenders with automated income, employment, identity, and asset verification solutions that help accelerate underwriting while reducing fraud risk and manual documentation.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news the giant US economy is slowing. It hasn't had three consecutive lackluster quarters in at least a decade, certainly not since the GFC. US jobless claims fell last week but by less than seasonal factors would have suggested. There are now 1.85 mln people on these benefits, less than last year at this time but only marginally less than two years ago. US PCE inflation fell in June to 3.7% from 4.0% in May, as analysts had expected. But that is way higher than the Fed used to say it would tolerate. Personal disposable income rose less than personal spending, and for a fifth consecutive month. Meanwhile, their Q2-2026 GDP update sagged in its first estimate, now up +1.5% and lower than the Q1-2025 final reading of +2.0%. Analysts had expected Q2 to come in at 2.1% so this data is a disappointment. It does mean a Fed rate hike is probably off the table, so equity markets rose. But so did long term bond yields although there was a notable pullback in short term yields and so their rate curve steepened sharply. The USD also took a tumble and is now down -1.6% in just the past two days. As expected, China's top leadership pledged to roll out targeted stimulus measures to support their economy in the second half of the year. The directives, issued at a Politburo meeting yesterday, come as the world's second-largest economy faces weak domestic demand and deepening structural imbalances. Second-quarter growth has been lower than they need to reach their targets. In Japan, observers see a Bank of Japan market intervention to support the yen. The yen rose sharply to the 157 range against the US dollar at one point yesterday, its strongest level since mid-May. Staying in Japan, consumer sentiment picked up in July but that is off a lowish base and it is barely back to its 2023-2024 levels. Sentiment surveys in the EU were out too for July and they rose again to extend their streak for both consumers and business sentiment.. EU GDP results for Q2-2026 were also released overnight, rising to 1.2% from a year ago. For them, that is quite positive. In Germany, CPI inflation rose 2.8% in July, up from 2.3% in June which was below what they had in prior months, so more back at trend. The Bank of England reviewed their monetary policy overnight, but made no changes. In Australia in a briefing released on the ASX, banking major NAB noted that their "total Australian home lending applications were 15% lower than the prior quarter". Staying in Australia, they reported that the number of new dwellings consented rose +7.2% in June from May to 18,328 (up +8.9% from a year ago). Houses were up only +0.4% but other dwellings were up almost +18% from May, although that doesn't quite take them back to year-ago levels despite this recent surge. Yesterday, Ampol (the owner of Z Energy here) reported sharply increased margins. Clearly refiners have been adding much more to retail prices than just the higher cost of crude. Global air travel fell in June, not by a lot, but essentially driven by sharp retreats in Middle East travel. Also unusual is a fall-off in both domestic and international travel in North America, an unexpected shift. Domestic air travel in China was also unusually weak. Container freight rates fell again last week, down -3% but they remain +70% higher than year-ago levels. Bulk cargo rates also fell marginally to be -24% lower than year-ago levels. The UST 10yr yield is now just on 4.67%, up +2 bps from this time yesterday. The 30 year yield is nearly at a 20 year high. The key 2-10 yield curve is now at +44 bps (+13 bps). Their 1-5 curve is now at +36 bps (+8 bps) and the 3 mth-10yr curve is at +100 bps (+6 bps). There has been a sharp steepening of the US rate curve today, a harsh market verdict on the Warsh performance yesterday.  The price of gold has risen to US$4105/oz, up +US$30 from yesterday. Silver is now just under US$59/oz, up +50 USc from yesterday. Oil prices have dipped by -50 USc from yesterday at now just under US$84/bbl in the US, while the international Brent price is now just over US$89/bbl and down -US$1.50. Hormuz transits are still constrained. There have been 3 crude tankers and only 7 cargo ship exiting over the past 24 hours (1 dark with transponders off) and ten entering for new loads (4 dark). The Red Sea activity is still low at less than 20 either way. The Kiwi dollar is up +100 bps from yesterday at just under 58.8 USc and suddenly back to early June levels. Against the Aussie we are up +40 bps at 83.3 AUc. Against the euro we have risen +30 bps to 51 euro cents. That all means our TWI-5 starts today at 62.5 which is up +80 bps from this time yesterday. The bitcoin price starts today at US$64,802 and up +1.4% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/-1.4%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again on Monday. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

Plus: Oil prices jump after Iran launched a surprise attack on U.S. forces. And Ford shares rallies after raising outlook. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 24, 2026 – Jim Welsh of Macro Tides sees U.S. stock markets locked in a sideways chop as sector rotations offset semiconductor weakness, with the S&P at a critical technical juncture. He expects Treasury yields to climb, possibly surpassing...

P.M. Edition for July 23. The U.S. plans to impose new tariffs on most trade partners, replacing President Trump's temporary global 10% tariff. Plus, the threat of escalating conflict in the Middle East drove oil prices over $100, and concerns around higher inflation made bond yields surge. WSJ markets reporter Sam Goldfarb discusses how that ripples through the economy. Meanwhile, heavy AI spending from Alphabet and Tesla spooked investors, and the Nasdaq dropped more than 2%. And after IBM issued a rare profit warning last week, the company's earnings shed more light on what went wrong. We hear from reporter Anissa Gardizy about where its business goes from here, while tech columnist Christopher Mims spoke with IBM CEO Arvind Krishna. Alex Ossola hosts. Correction: New U.S. tariffs target 60 economies, or more than 80 countries. An earlier version of this podcast incorrectly said the tariffs target 60 countries. (Corrected on July 24.) Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today's Daily Editorial, we chat with Dana Lyons, Fund Manager and Editor of Lyons Share Pro, to dissect the shifting dynamics across global financial markets. As traditional tech leaders lose momentum, the conversation centers on internal market health, rotational trends, and technical setups driving major asset classes. Key discussion points include: Equity Market Rotation and Breadth: An analysis of shifting momentum within US equity broad averages, exploring how underlying breadth is supporting indices like the S&P 500 and Russell 2000 despite weakness in mega-cap technology. Growth vs. Value Dynamics: A look at key index comparisons, such as RSP, IWM, IWD, and VTV, evaluating whether current market trends signal a temporary consolidation or a longer-term structural transition from growth into value sectors. Bond Yields and the US Dollar: Technical insights into fixed income pressure, including the 10-year Treasury yield and TLT, along with the recent safe-haven bid and strength in the US Dollar Index (DXY). Precious Metals Consolidation: A detailed chart review of gold (GLD) and silver (SLV), outlining key technical levels to watch after months of sideways action following early-year highs. Commodity Trends in Energy and Copper: An overview of copper, copper miners (COPX), oil, and energy equities (XLE, XOI, OIH), highlighting technical divergences and long-term setup opportunities across critical minerals (REMX, LIT).   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   ----------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news we may be facing a renewed oil supply shortage and this time reserves are at unusually low levels. The combined impacts of extended closures in the Persian Gulf, the Red Sea, and the Black Sea are mounting, and just as we thought the May-June stresses had faded. US mortgage applications rose slightly last week and that was despite an unexpected fall in refinance activity. But since mid-June this US housing market indicator has essentially been flat. And US mortgage rates are now at an 11 month high. US crude oil stocks rose unexpectedly last week when another fall was anticipated. Yes, it was minor, but still. Maybe it indicates that local production is rising faster than some assume. Or surging imports from Canada or Venezuela? Or maybe that demand is lackluster. Or all three. US Strategic Reserve levels fell again and to their lowest level since 1983. Today's US Treasury 20yr bond auction saw its yield surge through 5%, ending with a median yield of 5.12% and a high of 5.16%. That is up sharply from the prior equivalent event a month ago of 4.88%. And demand was lower too (-4%). It is quite the rate move. Not to be outdone, the overnight German 20 year bund auction rose to 3.60%, up from 3.38% a month ago. Across the Pacific, Japanese exports rose faster than expected in June, up more than +19% from a year earlier. The weak yen helped as did strong demand for electronics and other data center equipment. The June export level was their second highest on record, just a whisker off the March record. At the same time their imports surged as well, up +25% and also more than expected to a new record high, just eclipsing the October 2022 level. Oil prices were high but oil import volumes retreated. The net result was a modest but stable trade deficit in June (from May), but slightly worse than the small trade surplus in June a year ago. None of this helped the yen however because it fell to a 40 year low against the USD. Against the NZD it has only been this low in 2024 and 2007. In case anyone is still confused, or unaware, the Chinese regulator, China Securities Regulatory Commission, has been organising the SOE home team to bolster the Chinese stock markets recently, after they showed some negative indications. This has driven some good rises, but also a creeping state ownership in many listed Chinese companies. The Shanghai Composite closed up +1.8% yesterday, the Shenzhen Component was up +4.8%, while the ChiNext was up +7.1% and the STAR Market index jumped 8.8%. This is not to claim other governments don't manipulate markets; they do (Trump, Japan, etc.). But the Chinese moves don't seem sustainable unless the reasons for the dour conditions that prompted the artificial buying are resolved. In other economies, regulators would get punished by investors if issues aren't resolved. In China it is the other way around. The Philippine-China dispute about who controls the sea off the Philippine coast is taking an ugly turn with China posting racist trope video targeting Filipino's. It is unnecessary and grubby diplomacy. But 'going low' isn't something China invented. Surprising most observers, the Indonesian central bank did not raise its policy rate overnight following its June out-of-cycle shift higher. It judged that that earlier move was all that is needed at this time to defend the rupiah. In Australia, the latest update of the Westpac-Melbourne Institute Leading Index, which indicates the likely pace of economic activity relative to trend three to nine months into the future, suggests growth there is stalling. While the latest growth pulse is still not overly weak it is broadly consistent with stalling activity through the middle of the year. Later today the June labour market report will be released in Australia. It is expected to show tame jobs growth. The UST 10yr yield is now just on 4.66%, up +3 bps from this time yesterday and matching its recent mid-May highs.  The price of gold has risen to US$4140/oz, up +US$71 from yesterday. Silver is now just on US$60/oz, up +US$1.50 from yesterday. Oil prices are another +US$2.50 higher from yesterday at just under US$87/bbl in the US, while the international Brent price is now just on US$94/bbl and up +US$2. Hormuz transits are still just a trickle There have been just 2 crude tankers and 3 cargo ships exiting over the past 24 hours (5 dark with transponders off) and 5 entering for new loads (3 dark). Three of these outbound ships were hit by missiles. The Red Sea is also now effectively blocked at Yemen although a small handful of ships are still getting through (less than 20 each way). More than 700 vessels are waiting for things to calm down. The Kiwi dollar is another -20 bps lower from yesterday at just over 58.1 USc. Against the Aussie we are also down -10 bps at 83.2 AUc. Against the euro we are down -10 bps at just under 51 euro cents. That all means our TWI-5 starts today at 62 which is down -20 bps from this time yesterday. The bitcoin price starts today at US$66,141 and down -0.4% from this time yesterday. Volatility over the past 24 hours has again been low at just over +/-0.9%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

Contact Marko Gelo, he's a Mortgage Broker!604-800-9593 cell/text Vancouver403-606-3751 cell/text CalgaryCall Marko via WhatsApphomefinancingsolutions.caFriday's blowout jobs report was the last big data release before next week's Bank of Canada decision — and it quietly flipped the market's expectations for where rates go next. Most people assume the next move is still a cut, but traders are now pricing a 53% chance of a hike by December. In this episode, I break down what triggered the shift and what it means if you're renewing in the next 12 months, holding a variable, or waiting to buy.CLICK HERE to be redirected to the blog version of this episode.CLICK HERE to be redirected to Mortgagenomics Canada Podcast YouTube ChannelCLICK HERE to download Marko's award-winning Mobile Mortgage App! Hosted on Acast. See acast.com/privacy for more information.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news the oil price, and benchmark interest rates have both risen on the renewed tensions between the US and Iran. But first today, the IMF has updated its global economic forecasts, and they are virtually unchanged from the main release in April. They note the world economy's stronger-than-expected resilience to the Iran war and robust AI-related investment. They see global growth coming in at +3.0% in 2026 with the 2027 growth outlook revised up to marginally 3.4% from 3.2%. Despite the slight upgrades, the IMF warned that risks remain tilted to the downside, and the full economic impact of elevated tensions, including renewed US-Iran strikes, are still to be revealed. Global headline inflation is now expected to reach 4.7% in 2026, up from 4.1% in 2025, before easing to 3.9% in 2027. Australia gets little mention in this update except to note that its 2026 growth is forecast to come in at +1.9% (down -0.1%) and 2027 at +1.7% (unchanged). New Zealand gets no mention at all. For the US it is +2.3% and +2.2% for the same two year, both unchanged. For China it is +4.6% and +4.1% (marginally higher). For Japan it is +0.6% and +0.7% (little-changed). Malaysia was noted as a positive mover where their economy is projected to grow at a rate of +4.7% in 2026, benefiting from data center activity and the upturn in the global technology cycle. US mortgage applications fell again last week, especially refinance applications. US crude oil stocksactually rose last week with a modest gain which ended a ten consecutive string of declines. But their strategic oil reserve continued to fall at the same fast pace. The modest US consumer debt expansion recorded to April shrank to nothing in May, an unexpected weakness, and a significant variation from the continued expansion expected. However a one month hesitation occurs occasionally so we will need to wait for the June release to know if this is a significant indicator. The big mover was a sharp fall in credit cards and other revolving debt, also quite unexpected. The minutes of the June Fed meeting were released today, revealing that most officials broadly agreed they would need to raise interest rates if inflation remained elevated this year due to the war in the Middle East, tariffs, or strong demand from the AI-driven investment boom. And that included new boss Kevin Warsh. In Japan, their official sentiment survey of professionals recovered in June after three prior months of downbeat views In Australia, rents are rising faster, especially house rents. The increase was both stronger than seasonal norms and relatively abrupt in some cities, pointing to a step-change in pricing behaviour rather than a gradual tightening in market conditions. In a now somewhat dated update due to the renewed Middle East hot conflict, the New York Fed's global supply chain pressure index eased back in June after its April and May spikes. (Of course, with today's resumption by the US of its bombing of Iran, this is likely to flare up again in July.) The UST 10yr yield is now just on 4.56%, up +8 bps from this time yesterday. The price of gold has fallen to US$4067/oz, down -US$78/oz from yesterday. Silver is now under US$58.50/oz, down -US$2.50 from yesterday. Oil prices are up +US$3 from yesterday at just on US$73.50/bbl in the US, while the international Brent price is now just over US$78/bbl and up +US$4. Hormuz transits have picked up sharply in a rush to get out despite the risks and renewed uncertainties with 35 crude or product tankers exiting over the past 24 hours (8 dark with transponders off) but only 16 entering for new loads (2 dark). Interestingly. All this comes as attacks on ships in transit become daily events, so the rise in oil prices isn't surprising. Red Sea activity near Yemen has fallen again to even lower levels on added risks there too. The Kiwi dollar is up +10 bps from this time yesterday at just over 57 USc. Against the Aussie we are up +30 bps at 82.3 AUc. Against the euro we are up +10 bps at just on 49.9 euro cents. That all means our TWI-5 starts today at just on 60.9 which is up +20 bps from this time yesterday. The bitcoin price starts today at US$62,052 and down -3.1% from this time yesterday. Volatility over the past 24 hours has been moderate at just under +/- 2.1%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and because tomorrow is a public holiday in New Zealand, Matariki, we'll do this again on Monday. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

CNBC Business News Update with Jessica Ettinger - Current Market Numbers and Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Simon Hunt argues that the influence of the U.S. in the Middle East is fading, while China, Russia, and Iran are emerging as the dominant powers. He explains why the petrodollar could be gradually replaced and what that means for investors, markets, and geopolitics.#Gold #usa #middleeast ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Don and Tom tackle rising bond yields and the anxiety they create for investors, explaining why higher bond yields mean lower bond prices and why recent moves in long-term Treasury rates have sparked comparisons to the period before the 2008 financial crisis. They discuss inflation fears, interest rate policy, and why investors should be cautious about reading too much into bond market movements as predictors of future stock returns. The conversation reinforces the role of bonds as portfolio stabilizers rather than return generators, particularly for retirees. They also answer a listener question about covered-call ETFs, explaining how option premiums create income, why the strategy isn't “magic money,” and the tradeoffs between yield, complexity, and risk. The episode closes with a correction involving Robert Wagner and Robert Conrad and a humorous detour into reverse-mortgage celebrity spokespeople.0:05 Bond investing versus “bondage” and why bonds are suddenly making headlines1:07 Rising Treasury yields and concerns about the bond market2:30 Why investors compare today's bond yields to conditions before 20083:00 Bond prices, bond yields, and the inverse relationship between them3:51 Inflation fears, energy prices, and their impact on bonds5:50 Global bond market pressures and rising yields in Britain7:06 Federal Reserve rate expectations and inflation control7:51 Lessons from the bond market collapse of 20228:36 Can bond market activity predict future recessions or market declines?10:06 Why geopolitical events often fail as market-timing signals10:31 Why own bonds when long-term returns have been disappointing?11:03 The role of bonds in diversification and retirement portfolios12:06 Using bonds as a spending reserve during stock market declines13:07 Listener question: How covered-call ETFs generate income14:18 Covered-call basics and selling options against stocks17:26 Risks, costs, and limitations of covered-call strategies19:38 Evaluating JEPI and the tradeoff between yield and volatility21:22 Listener correction: Robert Wagner versus Robert Conrad24:01 Reverse-mortgage spokespeople and celebrity rankings25:34 Why making a top-five list may be life's greatest achievementQuestions? Comments? Click!

Send us Fan MailEpisode SummaryEver stared down a brutal math question on the Series 65 or 66 exam, sweating bullets, with nothing but a cheap, plastic four-function calculator in your hand? You are not alone.In this deep dive, we reveal why that basic calculator is actually your secret weapon. We pull back the curtain on how to completely demystify the math questions on your FINRA and NASAA licensing exams. The secret? Conceptual understanding over rote calculation. The test writers aren't testing your ability to run complex polynomial equations; they want to know if you comprehend the underlying mechanisms of finance.We break down the absolute must-know formulas, historical shortcuts, and mechanical traps that trip up candidates on test day.

U.S. stocks have slipped in early trading.

The economy and markets can feel dizzying and ever changing. That's where we can help. Fisher Investments' “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Eurozone consumer confidence • Developments in Iran • Rising government bond yields Below are the sources for all data cited in today's show: • Source: FactSet, Macrobond, as of 5/28/2026. Eurozone government bond spreads (10Y – 3M), 1/1/2025 – 5/27/2026. Y/y eurozone loan growth, monthly, 9/30/1997 – 4/30/2026. • Source: European Commission, as of 5/28/2026. Euro Area Consumer Confidence Index, May 2016 – May 2026. • Source: The Wall Street Journal, as of 5/28/2026. “Iran Talks Bog Down Over Nuclear Program and Sanctions Relief”, 5/25/2026. • Source: FactSet, as of 5/29/2026. MSCI World Total Return Index, 1/1/2026 – 5/28/2026. • Source: FactSet, as of 5/19/2026. 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026. • Source: FactSet, as of 5/19/2026. 30- and 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026. Want to dig deeper? • Ken Fisher's view on what happens next with the Iran war and oil markets: https://nypost.com/2026/05/25/business/how-to-think-about-the-iran-war-and-what-it-means-for-oil-and-stocks/ • Ken Fisher's thoughts on record low consumer sentiment: https://www.youtube.com/watch?v=nR9hgCUElNw • More on what rising bond yields could mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/global-bond-calamity-calls-for-calm-perspective Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview29May2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

In tonight's Australian Stock Market Show, Fil, Janine and Pedro break down what rising bond yields really means for shares, which sectors get smashed and which thrive. And as always, we give you our carefully selected ASX stocks that could benefit if this trend continues.

In episode 303 of Remarkable Retail, Steve Dennis and Michael LeBlanc deliver a sharp, fast-moving episode built around a single conviction from one of retail's most influential retailers: the future is people-led and tech-enabled. Chris Nicholas, former President & CEO of Sam's Club and now President & CEO of Walmart International — a global operation spanning 18 countries, 5,700 stores, and over 500,000 employees shares how humanity and technology are intertwined to drive growth. In this encore interview, Chris makes the case that retail innovation isn't about replacing people with technology. It's about using AI and digital tools to strip out friction, empower associates, and build better member experiences. Technology serves the human, not the other way around. Chris unpacks Sam's Club's nearly $90 billion membership-driven model and explains why the warehouse club sector keeps gaining momentum worldwide. He goes deep on the "club of the future" strategy — including the closely watched Grapevine, Texas location with computer vision-powered exits, Scan & Go checkout, AI-enabled shopping, and a radically redesigned store built around convenience, inspiration, and engagement. His core belief: consumers everywhere want the same things — value, convenience, innovation, and experiences that genuinely improve their lives. Before the interview, the hosts break down a blockbuster earnings week. Walmart posts another massive quarter, adding a staggering $18 billion in quarterly revenue while investing aggressively in price to hold share against inflation. Target delivers one of its strongest quarters in years, a sign its turnaround may finally be gaining traction. TJX proves resilient yet again as off-price rides the consumer "stampede to value." Home Depot and Lowe's, meanwhile, keep struggling in a sluggish housing and renovation market as higher rates squeeze big-ticket spending. The episode closes with Shein's surprising acquisition of Everlane — which Steve calls "where irony goes to die," given Everlane's brand built on radical transparency. Steve and Michael also dig into rising bond yields and the broader implications of AI legislation and the growing political clout of major technology investors like Andreessen Horowitz. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics include: Will AI Replace Entry Level Jobs? SpaceX IPO Explained, Bond Yields & The Future of Investing and more.Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Intro & Welcome 0:55 How to AI-Proof Your Life 3:38 SpaceX S-1 & IPO Explained 13:21 Do Bond Yields Predict Recessions? 16:22 Will AI Replace Entry Level Jobs? 17:21 How to Make Your First $10K 20:16 Startup Advisors & Equity 23:01 Why SpaceX Is Different 26:41 Goldman & JPMorgan on SpaceX 27:38 How to Pass Multiple Choice Exams 29:04 Debt Levels & Market Risks 30:19 Hedge Fund Trading Firms 32:51 Investing in SpaceX Before IPO 34:46 Global Diversification 35:32 Rupees, Inflation & Currency Risk 35:58 Why Trump Would Want a Weak Dollar 38:08 Poker & Investing Skills 39:26 Zuckerberg, Xi & Global Politics 40:52 Is Nikkei in a Bubble? 41:54 High Frequency Trading 44:17 Trust & Ethics in Business 45:02 Bezos Interview Thoughts 47:34 Will AI Kill Cybersecurity? 48:28 Why Mutual Funds Underperform 53:33 Facebook, AGI & Layoffs 54:26 How to Buy SpaceX IPO 57:16 Is It Bad to Immigrate to the UK? 1:01:16 Mamdani vs The Rich 1:02:58 Staying Current on Financial News 1:04:09 Will Nvidia Eventually Pop? 1:05:04 CFA vs CPA 1:05:57 Ebola, Hantavirus & Lockdowns Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

This week in the markets: inflation dominates in a quiet week for results and economic data; meanwhile attention shifts from strong earnings growth to valuations in an environment of rising bond yields. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Legal Docket on an Alabama capital murder case over intelligence tests and execution, Moneybeat on the rising bond yields and NIMBY resistance to data centers, and History Book on the death of a Cincinnati Zoo gorilla. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Pensacola Theological Seminary... Preparing students to preach God's Word. go.pcci.edu/startseminaryFrom St. Dunstan's, inviting young men into the building arts and the adventure of holiness on a Blue Ridge Mountains farm... stdunstansacademy.orgAnd from WatersEdge. Today's investment, tomorrow's thriving churches. 3.25% APY on demand. WatersEdge.com/invest WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.

The bond market worldwide is in crisis.   The US 30 Year Bond recently rose to 5.2%, the highest since 2007. The UK 30 Year Bond is the highest since 1998. The Japanese 30 Year Bond is the highest level ever recorded.   The primary reason is debt in the western world is at the highest levels ever recorded. Due to the government spending, inflation is increasing in 27 of the 29 largest economies in the world.   Central Banks can impact short-term interest rates but have little affect on long-term interest rates. Expect higher interest rates until the western world gets debt under control.   Stocks and real estate tend to struggle with higher interest rates. Savings, CD's, dividend paying insurance policies, index annuities, and index universal life tend to thrive with higher interest rates.   Insurance companies heavily invest in bonds. When bonds pay higher interest rates, they are more profitable. Annuities and cash value insurance become more profitable.   This is the "Golden Era of Fixed Assets". Index annuities and IUL's are paying historic returns. This is likely to continue and even increase for the foreseeable future.   The best index annuity I have seen in my 27 year career was released recently by one of the largest, A+ rated companies. This annuity product has no fee options, no cap (unlimited upside), and industry leading participation rates. There is no downside market risk. Principle is guaranteed. Once gains are locked in, the gains become the new principle.   Historical average annual returns have been 10-14% for the past 10-20 years!   Contact Ferenc at ferenc@yourpersonalbank.com or 866-268-4422 for more info.

In this episode, Simon and Daniel break down the sudden surge in bond yields and what it could be signaling about inflation, interest rates, and consumer stress. They start by looking at the latest Canadian CPI data and why inflation may not be fully reflecting the impact of higher fuel prices yet. Simon highlights key takeaways from Walmart, Lowe’s, and Home Depot earnings, including rising transportation costs, weaker DIY demand, and signs that lower-income consumers are becoming increasingly stretched. The discussion then shifts to the bond market, including the sharp rise in U.S. 2-year, 10-year, and 30-year yields, changing Fed rate expectations, and why markets may be pricing in more persistent inflation risk. Simon and Daniel also touch on Japanese government bond yields, the yen carry trade, and why a disorderly unwind could matter for global markets. They wrap up by connecting higher bond yields to the Canadian housing market, mortgage renewals, variable-rate risk, and the growing financial pressure facing homeowners as higher mortgage payments collide with rising food and fuel costs. Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Stijn Schmitz welcomes back Simon Hunt to the show. Simon is a consultant on the global economy, China, and the copper industry. The discussion opens with the ongoing disruption in the Strait of Hormuz and its profound implications for global energy supplies. Hunt explains that Saudi Arabia is attempting to broker a new regional architecture involving China, Russia, Pakistan, and Turkey, partly in response to Iran's demonstrated military capabilities. He assesses only a fifty percent chance of success, warning that even if a ceasefire is reached, reopening the strait to normal traffic could take months, and oil stockpiles in Asia, Europe, and America may be exhausted by mid-July. This supply crunch, he argues, makes a global recession nearly certain by year-end, deepening significantly in the following year. The conversation shifts to China's strategic positioning. Hunt notes that China anticipated American geopolitical moves and has diversified its energy sources through pipelines from Russia and Kazakhstan, alongside massive domestic coal and renewable capacity. This allows China to withstand the Hormuz closure indefinitely, unlike Western nations. The discussion then turns to the evolving global monetary order, where Hunt describes a BRICS-led effort to create a multipolar system anchored in physical gold. He details China's construction of Shanghai Gold Exchange vaults in Saudi Arabia and Hong Kong, enabling trade settlement in non-G7 currencies convertible to gold. While he sees gold prices reaching double-digit thousands in five years, he cautions that America is unlikely to revalue its gold reserves and warns of potential government confiscation during crises. On commodities, Hunt challenges the prevailing supercycle narrative, calling it premature. He predicts that a deep recession will cause physical demand to collapse, outweighing current supply constraints. He specifically highlights copper, noting that NVIDIA's shift to photonics could eliminate copper from data centers by 2028, undermining a key demand thesis. Strategic stockpiling of critical minerals by governments will eventually follow, but processing capacity remains a bottleneck controlled by China. Timestamps: 00:00:00 – Introduction 00:01:00 – Middle East Conflict Origins 00:03:46 – New Gulf Security Architecture 00:06:05 – Oil Supply Disruption Impacts 00:08:06 – Straits of Hormuz Reopening 00:08:37 – China Trump Trade Dynamics 00:12:25 – Oil Prices Futures Disparity 00:14:14 – Fertilizer and Food Crisis 00:16:10 – BRICS Monetary System Shift 00:22:51 – Bond Yields and Instability 00:25:02 – Recession Outlook and Assets 00:30:40 – Commodity Supercycle Analysis 00:33:00 – Concluding Thoughts Guest Links: E-Mail: mailto:simon@shss.com Website: https://simon-hunt.com/ Report: https://www.theinstitutionalstrategist.com/products-and-services/frontline-china/ Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961, he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organization, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. Simon appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993, and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. Simon also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996.

European and US stock markets rallied yesterday after President Trump hinted that the US administration is in the final stages of an agreement to end the war with Iran. The 10-year US Treasury shaved 9 basis points off the previous session's yield. Asian markets were further boosted overnight by an impressive set of results from NVIDIA. Warnings did come in from the Fed though, in the form of the minutes of its last meeting, which revealed a heightened level of disagreement about where rates should go next and a majority of participants highlighting that rates will need to rise if inflation runs persistently above 2%. Head of Economics & Next Generation Research, Norbert Rücker, joins today's podcast to discuss not only the outlook for oil and energy prices, but also to explain why he is so constructive on the theme of Clean Energy. Tune in to find out more.(00:00) - Introduction: Mike Rauber, Product & Investment Content (00:49) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (08:11) - (Clean) energy update: Norbert Rücker, Head of Economics & Next Generation Research (13:33) - Closing remarks: Mike Rauber, Product & Investment Content 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.

May 19, 2026 – FS Insider interviews John Butler at Amphora Report, former managing director at Deutsche Bank and Lehman Brothers, on the interplay between rising global bond yields, Middle East tensions, and soaring tech sector valuations...

NVIDIA reports earnings after the bell as investors watch to see if the AI leader can sustain the semiconductor rally with expected $80B+ revenue. Chuck Zodda and Paul Lane break down the numbers, 10x growth in three years, China sales, and what's next for chip stocks.They also cover:10-year Treasury yields climbing to 4.62%+ on rising inflation expectationsTarget's strong sales beat but 7% stock drop on weak online growthLowe's results and ongoing housing market challengesLive market snapshotPlus, estate planning expert Todd Lutsky joins for Ask Todd, sharing key insights on trustees, beneficiaries, funding trusts, and what to do when you lose a spouse. 

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alissa Coram and Ken Shreve walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ongoing conflict in Iran has led to bond yields and interest rates going up all over the world, and it's prompted concerns among experts. This will impact Kiwis as well, as many KiwiSaver portfolios have taken a hit as a result. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom. He unpacks the Pick n Pay sell-down of Boxer shares, the Eastern Cape floods threatening the citrus crop, and the absurd Cerebras IPO trading at 150 times sales. Plus an update on JustOneLap's institutional-grade research project, results from Calgro M3, WeBuyCars and Astral, the Global Investment Returns Yearbook 2026, and three stocks on the move: British American Tobacco, BHP Group and Clicks. WorldWideMarkets is part of JustOneLap.com.

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thirty-year US government bond yields have climbed to their highest levels in almost 20 years, weighing on sentiment and sending both US stocks and ASX futures lower. Plus, a closer look at whether we’re in the midst of an unheralded commodities bull market. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Today, a look at global bond yields setting the agenda across markets, the "nothingburger" Xi-Trump summit failing to make waves, the king of earnings reports coming in this week in the form of Nvidia's call after the close on Wednesday, a look at key macro and FX developments and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy Links Bloomberg article says power prices are spiraling higher in the US' largest electric grid due to data center demand FTAlphaville says that China is not Japan, but "its real estate market has been doing a darn good impression." Mike Green was on Macrovoices, talking passive investing, lack of inflation risks and potential for Fed cuts surprisingly soon. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong earnings. Casey Sprake of AG Capital on risks to local food inflation moving higher on the back of a potential El Niño. Plus, Lindiwe Sebesho from Remchannel shares insights into renumeration and the wider benefits instead of just money in the bank.

Could the bond market smack down the exuberant US stock market? Hosted by Michelle Martin, this episode of Market View explores whether surging US bond yields could become the biggest threat yet to richly valued equity markets ahead of a crucial earnings week featuring Nvidia, Walmart and Home Depot. Michelle unpacks what the bond market may be signalling about inflation, borrowing costs and investor confidence, while examining the widening AI ecosystem beyond Nvidia through companies like Cisco, Vertiv and Arista Networks. She also looks at what discount retailers TJX and Ross Stores may reveal about the health of the US consumer and the rise of the “trade-down economy” as shoppers hunt for value in an uncertain environment. Closer to home, Michelle breaks down the uncertainty surrounding Singapore’s telecom sector after IMDA suspended its review of Simba Telecom’s proposed S$1.43 billion acquisition of M1 amid a regulatory probe. The episode ends with a look at rising oil prices linked to tensions around Iran and the Strait of Hormuz, as well as renewed investor interest in space infrastructure plays like Rocket Lab and AST SpaceMobile.See omnystudio.com/listener for privacy information.

May 15, 2026 – Jim Welsh at Macro Tides highlights that massive AI spending by tech giants is currently driving GDP growth and boosting the stock market, but this growth is highly concentrated in a few sectors, especially semiconductors, making the market...

The stock market rally is looking increasingly vulnerable as breath narrows, volume declines, and reading remain at short-term overbought extremes.And now, bond yields are surging.Is the weakness we saw on Friday the start of the pullback many have been expecting?Portfolio manager Lance Roberts and I discuss the odds, as well as the latest retail sales data, the latest on passive capital flows, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #bondyields #bonds _____________________________________________ 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.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT 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 © 2026 Thoughtful Money LLC. All rights reserved.

Stock markets are pushing higher, but bond yields are telling a very different story.In this episode of VC10X, we break down the growing tension between rising bond yields and resilient equity markets — and why investors are now asking one key question: who bends first?The bond market is pricing sticky inflation, higher-for-longer interest rates, fiscal deficits, and geopolitical risk. Meanwhile, the stock market is still being powered by AI optimism, strong mega-cap earnings, and confidence that growth can outrun higher discount rates.But both sides cannot be right forever.We discuss:- Why rising Treasury yields matter for stock valuations- What the bond market is really warning about- Why equities, especially tech and AI stocks, are still holding up- The 3 possible outcomes: bonds bend, stocks bend, or both bend- Which sectors could benefit if yields stay high- How investors should think about risk, valuation, and portfolio positioningThe key question: Are stocks right to ignore rising yields — or is the bond market warning us before equities catch down?This episode is for investors trying to understand the biggest macro tension shaping markets right now.Subscribe to VC10X for sharp conversations on venture capital, public markets, technology, and investing.LINKSPrashant Choubey - ⁠https://www.linkedin.com/in/choubeysahab⁠Subscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.com⁠For sponsorship queries reach out to prashantchoubey3@gmail.comThis channel is for asset managers, allocators, and investors who want analysis that holds up — not headlines dressed as insight.Subscribe for weekly data-driven breakdowns of the forces reshaping capital markets.Disclaimer:This content is for informational purposes only and does not constitute investment advice.

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The “Henssler Money Talks” hosts unpack the relationship between bond prices, coupon rates, and yield to maturity—helping investors understand why a bond's true return involves more than its stated interest rate. Original Air Date: May 9, 2026Read the Article: https://www.henssler.com/more-than-the-interest-rate-understanding-bond-yields  

The household survey says we've lost jobs every month of 2026. The establishment survey says record highs. One of them is lying.This episode is sponsored by Odoo. Sign up for free at https://www.odoo.com/r/peterThis episode is also sponsored by Hims. Visit https://hims.com/gold to get a personalized, affordable plan that gets you.The April jobs report showed 115,000 jobs created against expectations of 63,000 — but 391,000 of those came from the birth-death model, meaning without statistical assumptions the economy actually lost jobs. The household survey confirms this: employment declined 226,000 in April alone, with net job losses every month of 2026 averaging 343,000 per month. Full-time jobs collapsed by 424,000 in a single month, dragging the total to its lowest since December 2024. Labor force participation fell to 61.8%, the lowest since October 2021.Markets rallied to record highs on ceasefire optimism, with the Nasdaq up 4.5% and silver surging 9.4% on the week. Peter Schiff argues the AI spending driving GDP is a bubble comparable to dot-com — the technology is real but the stocks are wildly overvalued and most will go to zero. He dismantles Bernie Sanders' criticism of Jeff Bezos for layoffs, pointing out Bezos employs 1.5 million while Sanders has created zero private-sector jobs. On the debt, Schiff debunks the claim that $31.8 trillion in US government assets offset the national debt — most of it is illiquid land, national parks, and defaulting student loans that cannot service a single dollar of interest payments.Chapters:00:00 Show Cold Open00:56 Podcast Intro01:20 April Jobs Beat03:19 Job Quality Concerns04:58 Participation Rate Drop07:22 Household Survey Reality07:52 Birth Death Model Critique12:26 Full Time Collapse14:57 War Talk Tease15:29 Sponsor Odoo Ad17:31 Markets Rally on Peace Hopes21:48 AI Bubble Warning25:03 Bezos vs Sanders Debate30:34 Sponsor Hims Ad31:16 Telehealth Weight Loss Setup31:57 Metals Rally Recap32:30 Copper and AI Demand33:56 Miners and Physical Buying36:12 Oil Dollar and War Fallout37:10 War Narrative and Objectives40:22 Bond Yields and Default Risk45:10 Debt Math and Interest Spiral50:31 Fake Asset Claims Debunked57:05 Preparing Investors for Crisis59:34 Final Sign OffFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #JobsReport #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

This week, we explore the stories behind some of the market's most misunderstood concepts—from the medieval origins of the word “hedge” to the rise of modern hedge funds and the risk-management strategies that still shape Wall Street today. We also break down the often-confused difference between bond coupon rates and yield to maturity, explaining why the price you pay for a bond can matter just as much as the interest it pays.Plus, we discuss an important estate-planning rule that could allow heirs to inherit a home and keep the existing mortgage without being forced to refinance, answer a listener question on whether Water ETFs offer a smart way to invest in long-term water scarcity and AI-driven infrastructure demand, and examine the growing disconnect between weak consumer sentiment and a stock market pushing back toward record highs.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 9, 2026  |  Season 40, Episode 19Timestamps and Chapters8:44: Etymology of “Hedge” in Hedge Fund16:44: Income vs. Return: Understanding Bond Math27:20: The Rule That Lets You Keep the House—and the Loan33:23 Will Water ETFs Make a Good Long-Term Investment?37:31: Why Is Everyone Bearish While the Market Rallies?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Erik Aarts, senior fixed income strategist at Touchstone Investments, says the last few weeks have shown a disconnect between stock and bond markets, with the bond markets getting particularly cautious while stocks have raced back to record highs. What the bond market is worried about, Aarts says,  is that higher oil prices will bleed into another round of higher inflation. ... At its base case, that's why yields are up today." Aarts also discusses how high-yield bonds are not living so much up to their label as "junk bonds," and that much of that high-risk exposure has moved to or stayed in private credit markets, changing the risk-reward profile of high-yield bonds and making them more attractive than other categories now. For his ETF of the Week, Todd Rosenbluth, head of research at VettaFi, goes in an unusual direction, picking an emerging markets sovereign debt fund that gets poor grade from Morningstar but that Rosenblth says fits the bill for a growing group of investors looking for overseas bond exposure that's tied to the dollar.  Wall Street veteran Anthony Gallea, chief executive at Working Profit and publisher of the Working Profit Investment Letter, adds the twist of finding a catalyst to a Benjamin Graham-Warren Buffett style of value investing. In the Market Call, Gallea discusses how that works and where he sees potential catalysts now.

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Treasury yields are holding steady as traders assess mixed signals on Middle East de-escalation amid ongoing conflict uncertainties. The bond market is trying to balance safe-haven demand against persistent inflation concerns from energy price spikes.Today's Stocks & Topics: International Paper Company (IP), Market Wrap, Roche Holding AG (SWX:RO), Microsoft Corporation (MSFT), Altria Group, Inc. (MO), What Are Treasury Bond Yields Forecasting for Investors in 2026?, Salesforce, Inc. (CRM), The U.S.-Iran Ceasefire and the U.S. Economy, HOA Fees.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Our guest on the podcast today is retirement researcher Wade Pfau. Wade is the founder of Retirement Researcher, an educational resource on retirement planning for individuals and financial advisors. He's co-founder of the Retirement Income Style Awareness Tool and a co-host of the Retire With Style podcast. He's a professor of practice at the American College of Financial Services and a research fellow with the Limra Retirement Income Institute. And he's also a principal and director of retirement research for McLean Asset Management. Wade has written several books, including his most recent, a third edition of his Retirement Planning Guidebook. He holds a doctorate in economics and a master's degree from Princeton University and Bachelor of Arts and Bachelor of Science degrees from the University of Iowa. He's also a chartered financial analyst. Episode Highlights 00:00:00 Updates to the Retirement Planning Guidebook 00:00:29 Do Retirees Today Have a Stronger Starting Spending Rate? 00:04:03 Asset Allocation, Annuities, and Target-Date Funds 00:08:11 Retirement Income Styles 00:15:07 Non-US Safe Withdrawal Rates and Flexible Spending Strategies 00:23:55 Probability of Success and Estimating Longevity 00:27:47 Underspending, Organic Income, and Mortgage Payoff 00:35:46 Exploring the Retirement Risk Zone 00:39:20 Equity Glide Paths, Sequence Risk, and Delaying Social Security 00:46:43 Annuities: Private Equity Concerns and Due Diligence More Retirement Research From Wade Pfau Exploring the Retirement Risk Zone Reducing Retirement Risk with a Rising Equity Glide Path More From Morningstar What's Your Retirement Income Style? 8 Reasons You Might Need to Tweak Your Portfolio Wade Pfau: The Risks of Retirement Today If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil volatility is shaking global markets after disruptions in the Strait of Hormuz triggered the largest modern oil supply shock. Crude briefly surged above $100 as geopolitical tensions escalated, sending volatility across equities, credit, and currencies. Lance Roberts discusses oil volatility, market technicals, private credit stress, and the key risks investors should be watching next. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:59 - Weekend Article Recap; Q4 GDP Revision 5:11 - Market Performance in First Half of March 8:43 - Oil Price Behaviors 12:18 - Lance's Getaway Report & Adulting is Hard 14:55 - Grooming Jon Penn & Lance's Big Surprise 16:36 - Oil Volatility & Market Impact 20:25 - Oil Volatility & Equity Volatility 23:36 -What is Sustainability of High Oil Prices? 27:24 - Three Market Scenarios 29:06 - What Happens to Valuations? 30:55 - Rick to Markets Ends w Buying Opportunity 35:12 - What War Does to Treasury Yields 40:10 - A History of Bond Yields, 1965 - 2026 43:45 - How to Think About Bonds ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/pU0TuFA1CWE ------- Watch our previous show, "The Psychology of Spending in Retirement," https://youtube.com/live/0J1dQZvIQrQ ------- Articles Mentioned in Today's Show: "Oil Volatility And The Market Impact" https://realinvestmentadvice.com/resources/blog/crude-oil-volatility-and-the-market-impact/ "Treasury Bond Yields Don't Lie: But Wars Don't Drive Them" https://realinvestmentadvice.com/resources/blog/treasury-yields-dont-lie-but-wars-dont-drive-them/ -------- The latest installment of our new feature, Before the Bell, "Oil Spike, Oversold Markets, & The 200-DMA Test," is here: https://youtu.be/5fEaWyoafks ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilPrices #StockMarket #MarketVolatility #FederalReserve #Investing #SP500 #MarketOutlook #InvestingStrategy #BondYield #IranWar

Oil volatility is shaking global markets after disruptions in the Strait of Hormuz triggered the largest modern oil supply shock. Crude briefly surged above $100 as geopolitical tensions escalated, sending volatility across equities, credit, and currencies. Lance Roberts discusses oil volatility, market technicals, private credit stress, and the key risks investors should be watching next. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:59 - Weekend Article Recap; Q4 GDP Revision 5:11 - Market Performance in First Half of March 8:43 - Oil Price Behaviors 12:18 - Lance's Getaway Report & Adulting is Hard 14:55 - Grooming Jon Penn & Lance's Big Surprise 16:36 - Oil Volatility & Market Impact 20:25 - Oil Volatility & Equity Volatility 23:36 -What is Sustainability of High Oil Prices? 27:24 - Three Market Scenarios 29:06 - What Happens to Valuations? 30:55 - Rick to Markets Ends w Buying Opportunity 35:12 - What War Does to Treasury Yields 40:10 - A History of Bond Yields, 1965 - 2026 43:45 - How to Think About Bonds ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/pU0TuFA1CWE ------- Watch our previous show, "The Psychology of Spending in Retirement," https://youtube.com/live/0J1dQZvIQrQ ------- Articles Mentioned in Today's Show: "Oil Volatility And The Market Impact" https://realinvestmentadvice.com/resources/blog/crude-oil-volatility-and-the-market-impact/ "Treasury Bond Yields Don't Lie: But Wars Don't Drive Them" https://realinvestmentadvice.com/resources/blog/treasury-yields-dont-lie-but-wars-dont-drive-them/ -------- The latest installment of our new feature, Before the Bell, "Oil Spike, Oversold Markets, & The 200-DMA Test," is here: https://youtu.be/5fEaWyoafks ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilPrices #StockMarket #MarketVolatility #FederalReserve #Investing #SP500 #MarketOutlook #InvestingStrategy #BondYield #IranWar

Attorney Steve Gibbs Puts Whole Life Insurance on trial and Makes "The Case" for utilizing it Your Wealth Building Arsenal. Caleb Guilliams is joined by Steve, the co-founder of Insurance and Estates with a surprise guest, Barry Brooksby, to challenge him on why he calls whole life insurance a "guaranteed investment".Watch the Video on Youtube for Visuals - https://youtu.be/wk210M9jfLsWant a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarityWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant More Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultLearn More About BetterWealth: https://betterwealth.comTimestamps:00:00 Intro 01:03 Introducing Steve & Barry 02:50 Barry introduces Insurance and Estates 05:09 Quantifying The Value of Credit Protection 09:56 Asset Protection From Contracts and State Laws12:50 Cash in a Bank vs. Cash Value Life Insurance 15:02 Life Insurance as a Contract and Trust 16:31 Barry Addresses "Guaranteed Investment" Statement 18:07 Defining "Investment" and "Guaranteed Asset"22:21 Contract as an Asset 24:46 How is life insurance considered a trust? 28:36 Steve's "AHA moment" on Life Insurance 33:42 Life Insurance Compared to 401ks 43:21 Steve's Personal Experience with Life Insurance 45:16 Why are people attracted to life insurance? 48:24 Comparing IUL (Indexed Universal Life) to Whole Life Contracts 55:20 Response to "Buy Term and Invest the Difference" 58:08 Legacy and Permanent Life Insurance 1:01:55 100 Years of Bond Yields vs Dividend Interest Rates 1:11:21 Why is Life Insurance so Hated? 1:18:50 Final ThoughtsDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.