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June 6, 2025 – What's ahead for stocks, bonds, and the dollar? Financial Sense Newshour speaks with Jim Welsh of Macro Tides about the outlook for markets, interest rates, and US government debt. Welsh explains why Treasury yields...
The Inside Economics crew talks about the latest tariff news, as well as the reconciliation bill making its way through Congress and the long-term macroeconomic consequences of the bill. Mark gives some rules of thumb about the tariff impact on inflation, as well as the debt-to-GDP ratio and long-term bond yields. Finally, the team answers several listener questions and plays the stats game.Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
Today's Post - https://bahnsen.co/44RFWIg Tuesday Special: Market Recap and Policy Updates In this special Tuesday edition of Dividend Cafe, we cover key market movements from Memorial Day, including a notable rise in stock market indices and a drop in bond yields. Discussion includes the impact of the president's tariff announcements on market performance, current bond market trends, and developments in durable goods orders and housing sales. The episode also touches on public policy changes, such as the reversal on the acquisition of US Steel by Nippon Steel and potential re-privatization of Fannie Mae and Freddie Mac. Finally, a preview of upcoming topics is provided, including plans for addressing the national debt. 00:00 Introduction and Memorial Day Market Closure 00:47 Bond Yields and Market Movements 01:54 Credit Spreads and Economic Indicators 02:57 Market Rally and Tariff Announcements 04:04 US Steel Acquisition and China Negotiations 05:24 Geopolitical Dynamics and Durable Goods Orders 06:56 Housing Market Trends and Policy Changes 08:15 Bank Capital Requirements and Treasury Holdings 08:55 Dividend Growth and Investment Strategies 09:43 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Game of Thrones Tariff Edition continues at its wild, unpredictable & ever-changing pace.The latest development as of this recording has the US placing a pause on its recently-announced 50% tariffs on the EU until July 9th.As we now have a *little* more clarity and data to look at since Trump's Liberation Day, what conclusions can we start drawing about the implications of these tariffs?Are they strengthening or weakening America's hand? Are they inflationary? Are US consumers better or worse off, on net?For insights, we have the good fortune today to welcome back to the program Jim Bianco, President and Macro Strategist at Bianco Research, LLC.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #bondyields #interestrates _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Today a look at Japanese Government Bond yields getting crushed overnight on signs that the MoF is planning to tweak its issuance to avoid further pressure on long yields. This inspired a JPY sell-off and the US dollar has backed up across the board as well. Elsewhere, risk appetite is in fine form, if we have some longer term concerns on heavy retail participation. Today's pod hosted by Global Head of Macro Strategy John J. Hardy Jacob's preview of Nvidia earnings John's second article in four-part series covering Rule #2 for Trading and Investing in the Trump 2.0 era. 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.
This week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at what's clouding the US economy outlook including uncertainty about tariffs, weakening consumer sentiment and higher bond yields, partly stemming from a new tax bill that could add billions of dollars to US government debt in the coming years. Investec Focus Radio SA
The future of institutional involvement in crypto hinges on developing robust risk management frameworks that provide transparency, accountability, and regulatory clarity, enabling traditional financial institutions to confidently engage with digital assets. Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, Institutional Crypto Adoption Depends on Solving Risk Management Challenges, Individual Bond Ratings, PYPL - PayPal Holdings Inc., Investing in a 30-year Treasury, Retailers, CELH - Celsius Holdings Inc., Bond Yields.Advertising Inquiries: https://redcircle.com/brands
This week, we discuss the U.S. fiscal pivot, soaring deficits, and what it means for bond markets, Bitcoin, and global capital flows. We also debate whether Japan is the canary in the coal mine for sovereign debt risks, if QE is still politically viable, the housing market crisis, and why Bitcoin and foreign equities may be the only rational long-term trades. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx — Weekly Roundup Charts: https://drive.google.com/file/d/1zNQbt0lyXLmZQYf-56mneLpPxFNJ5y7h/view?usp=sharing — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions. Learn more: www.blockdaemon.com Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$200M in aBTC minted. Check out https://www.echo-protocol.xyz/ to learn more! — Timestamps: (00:00) Introduction (01:46) Big Beautiful Bill (06:47) There's One Trade (09:39) Ads (Blockdaemon, Aptos, Arkham) (11:21) Government Spending Problem (14:10) US Economic Data (16:55) Housing Market Crisis (22:12) Global Collateral & JGBs (27:21) Food Prices & Labor (30:46) Ads (Blockdaemon, Aptos, Arkham) (33:10) Bond Yields & Inflation (38:32) Liquidity & Collateral Stress (42:03) US Equities Still Safe? (50:37) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he's interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company's latest results and the encouraging rise in demand for international business process outsourcing (BPO) within South Africa. And Simon chats about the rand — what it's really telling us, and why it might be saying more than you think.
Send us a textIn this extended Market Outsiders live episode, Namaan and Jenny Rae cut through the noise on tariffs, premium pricing, and why Nike's betting on affluent consumers.The duo break down a weak 20-year Treasury auction and rising U.S. bond yields - signaling investor concerns over fiscal health and global competition. Plus, they dive into Nike's surprising return to Amazon after a six-year DTC push. Is it a sign of strategy shift - or just a move to win back share from brands like Hoka?Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.Follow Management Consulted on LinkedIn and subscribe on YouTubeConnect with Namaan and Jenny Rae on LinkedInJoin Management Consulted for the NYC Case Camp from June 27-29Intensive, hands-on experience that will give you skills, confidence, and insider insights to break into consultingSeats are limited; confirm your spot
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia. Disclaimer: https://www.research.hsbc.com/R/101/npHhLZq. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.
Stocks stumbled Wednesday as rising bond yields, shaky retail earnings, and fresh tensions with China rattled Wall Street. Endrit Cela breaks it down in your morning Capital Markets Quickie.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
A.M. Edition for May 21. House GOP leaders and Republicans from high-tax states appear to be nearing an agreement on state and local tax deductions, as President Trump's giant tax and spending deal inches toward a vote. Plus, WSJ columnist Jon Sindreu unpacks why recent volatility in the treasury market matters to more than just bond investors. And in the latest electric vehicle pull back, Ford is letting rival Nissan share its flagship U.S. battery plant. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Market Decline and Bond Yield Surge Analysis - May 21st In this episode of Dividend Cafe, Brian Szytel discusses the significant market drop on May 21st, highlighting the Dow's 816-point decline and the movements in S&P and Nasdaq. He explains the rise in bond yields, specifically in 10-year and 30-year notes, and the impact of a lackluster 20-year bond auction following a credit downgrade. Additionally, he covers the unusual drop in the dollar amidst rising interest rates, the influence of downbeat retailer earnings, and geopolitical tensions between Israel and Iran. The episode wraps up with a preview of upcoming economic data releases including jobless claims, PMI numbers, and home sales. 00:00 Introduction and Market Overview 00:27 Bond Yields and Auctions 01:53 Year-to-Date Market Performance 02:11 Global Market Reactions 02:50 Geopolitical and Economic Factors 03:25 Conclusion and Upcoming Data Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
Alissa Coram and Ken Shreve analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
US credit downgrades are back in the spotlight as Moody's lowers the U.S. rating from Aaa to Aa1 for the first time since 1949. In today's episode, Kathy Fettke breaks down what this means for bond markets, long-term Treasury yields, and most importantly—mortgage rates. With the 30-year Treasury briefly topping 5%, investors and homebuyers alike are wondering: are borrowing costs headed even higher? Plus, how this move aligns Moody's with other rating agencies, why deficits and political gridlock are driving concern, and what to watch in the real estate market in the weeks ahead. LINKS Source: https://www.cnbc.com/2025/05/19/us-treasury-yields-moodys-downgrades-us-credit-rating.html Download Your Free Top 5 Cities to Invest in 2025 PDF!https://www.realwealth.com/1500 JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Topics Discussed: 00:00 US Credit Downgrades 00:32 Bond Yield Movement 01:10 Moody's Reasoning 01:27 Market Reaction 02:16 Moody's Warning 02:28 Mortgage Rates, Car Loans, and Credit Cards
Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media...Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Introduction and Market Overview02:51 - Bond Yields and Economic Implications06:00 - The Role of AI in Economic Deflation09:04 - Bitcoin's Position in a Changing Economy11:52 - Challenges in AI Investment15:09 - The Future of SaaS and AI17:53 - The Impact of Bitcoin on Business Models21:02 - The Consciousness Shift in Understanding Bitcoin23:54 - The Role of Curiosity in Bitcoin Adoption26:47 - The Future of Industry and Services in the US38:59 - The Impact of AI on Business Models41:13 - Inflation, Debt, and the Role of Bitcoin43:06 - Reshoring Manufacturing and Economic Uncertainty44:43 - The Future of Bitcoin in Venture Capital51:26 - Challenges of Bitcoin Adoption in Corporations54:09 - The Importance of Education in Bitcoin Understanding01:01:32 - Security Concerns in Bitcoin Custody01:04:49 - The Future of Bitcoin in Venture Capital StrategiesIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.moodys.com/web/en/us/about-us/usrating.htmlhttps://economictimes.indiatimes.com/news/international/global-trends/trump-wraps-up-gulf-tour-with-1-4-trillion-investment-pledge-from-uae-over-10-yearsKeep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Cam:https://x.com/camdoodyhttps://www.linkedin.com/in/cam-doody-b489a124/https://www.justlaybrick.com/
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
SUMMARY: Bond yields fall to start the week thanks to weak consumer confidence, a cooling labor market, and a negative GDP print, all to start the week. Also noteworthy, President Trump was slightly critical of the job performance of Jerome Powell at his 100-Day rally last night and Wilmington's unemployment rate falls for the second straight month.DISCLAIMER: TowneBank Mortgage, NMLS #512138, is an equal housing lender. This podcast is for informational purposes only. Hosted by Tyler Cralle #2028201
Market Volatility, Bond Yields, and Strategic Investment Approaches | The Tom Dupree Show Understanding Bond Market Trends and Their Impact on Investment Strategies The financial markets have been experiencing significant […] The post Market Volatility, Bond Yields, and Strategic Investment Approaches appeared first on Dupree Financial.
Tariff whiplash has left everything feeling very, very uncertain. On this week's TLDR, a look at what the future might hold — and whether we're headed for a, gulp, recession. Plus, did the bond markets really get U.S. President Trump to change his course on tariffs? And, Sarah gives us a break from it all with a winding journey through the company fueling the wedding industry.This episode was hosted by Devin Friedman, business reporter Sarah Rieger and former hedgefunder Matthew Karasz, with an appearance by economist Walid Hejazi. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldrThe TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.
American Airlines can't keep Jacob down – he makes time to connect with Rob Larity to do an episode on the market chaos of the week. --Timestamps:(00:00) - Introduction and Travel Woes(01:09) - Ranting About American Airlines(02:21) - Catching Up with Rob(03:06) - Market Volatility and Tariffs(04:34) - Financial Crisis vs. Current Situation(07:42) - Uncertainty in the Market(08:48) - Impact of Tariffs and Trade War(13:11) - Bond Yields and Inflation Expectations(20:20) - Dollar Weakness and Global Capital(22:46) - Historical Context and Globalization(26:24) - Trump's Desire for a Deal with China(27:29) - US-China Economic Interdependence(31:03) - Challenges in International Investment(33:42) - Inflation and Economic Uncertainty(37:16) - Corporate Responses to Tariffs(42:54) - Impact on Small and Medium Businesses(47:23) - Geopolitical and Economic Outlook(52:19) - Closing Remarks and Future Plans--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.Key Takeaways:What an Escalating Trade War Between the US and China Could MeanMacroeconomic Trends and Rising Deglobalization After Trump's Tariffs What Trump's 90-Day Pause on Tariffs Means for the Markets and Economy How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound Why Fixed Income and Equities Are Responding Differently During Market Volatility Morningstar Forecasters Predict Higher Economic Risks in 2025Will the Fed Cut Interest Rates in May?How to Protect Your Retirement Portfolio During Market VolatilityWhat Investors Need to Have on Their Radar Read about topics from this episode. Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term Morningstar's Take on Tariffs: Stock Impacts, Portfolio Tips, and More Even With Trump's Rollback, Tariffs Would Still Damage the US Economy Inflation Slows as Gas Prices Lead Decline in March CPIUS Stocks Surge After Trump Pauses Many New Tariffs Stocks Give Up Gains as Tariff Woes Persist What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts? How Market Volatility Affects Required Minimum DistributionsA Down-Market Survival Guide for Retirees What Now? An Investor's To-Do List for Chaotic Markets This Time, It Really Is the Tariffs This Is What Real Market Uncertainty Looks Like What to watch from Morningstar.Market Volatility: What to Watch in Q2 After Big Swings in Q1 Does It Pay to Copy Congress' Stock Trades?Can Healthcare Stocks Keep Outperforming the Market?Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
In this episode: Pay attention to surging bond yields [2:52] One simple thing could end this market meltdown [6:51] I eat some humble pie on a recent small cap trade [14:50] China's plan to sell U.S. Treasurys—should you be worried? [17:16] Big banks will be able to buy bonds—why that's a huge deal [26:41] This market leader has the most China risk [32:39] Is Cramer right that Ford is a value trap? [36:35] Be prepared for a lot of companies to cut guidance [38:50] An easy trading tip as earnings season kicks off [47:44] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
Investors are flocking to safe-haven assets amid market turmoil triggered by recent tariff announcements, and global bond yields have sharply declined. Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Timing, ACN - Accenture PLC Cl A, Tariff Fallout: Bond Yields Plummet as Investors Seek Safety, DELL - Dell Technologies Inc. Cl C, Market Wrap, J - Jacobs Solutions Inc., Swing Trading, PANW - Palo Alto Networks Inc., GDL - GDL Fund, IAU - iShares Gold Trust, Oil Prices.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands
US President Trump unveiled individual reciprocal tariffs for each country which are essentially half of what countries were charging the US.The US is to apply a 20% tariff on imports from EU, 34% tariff on imports from China, 26% tariff on imports from India and 25% tariff on imports from South Korea.Trump also stated that the baseline tariff is 10% for all nations and announced 25% auto tariffs, while Canada and Mexico were not subject to reciprocal tariffs for now.US equity futures slumped in response to the tariff announcement (ES -2.6%, NQ -3.1%, RTY -3.9%). Europe is also marked lower with the Eurostoxx 50 future down 1.7%.USD is showing a mixed performance vs. peers but ultimately net lower (AUD, NZD weaker vs. the USD. JPY, EUR, GBP, CHF stronger).Global bond yields are lower with the inflation implications dwarfed by the mass risk-aversion in the market. Fed pricing looks for 82bps of easing by year-end vs. 76bps yesterday morning.Crude is lower as markets digest the global growth implications, whilst spot gold hit another record high.Looking ahead, highlights include Swiss CPI, EZ Producer Prices, US Weekly Claims, Challenger Layoffs & ISM Services, ECB Minutes & BoE DMP, Speakers including Fed's Cook, Jefferson, US VP Vance, US Commerce Secretary Lutnick, ECB's Schnabel & de Guindos, Supply from Spain, France, UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In the week to date, US bond yields are a little higher across the curve, and the USD has been a little stronger too, while equities really have had a couple of up and down days. Another big theme for global markets has been around the idea of US exceptionalism, that took a dent as some US data printed weaker, Europe data looked better, and as China and Europe announced some stimulus plans over prior weeks. For the week ahead, it really is crunch time with April 2 tariff announcements just around the corner. Chapters: US (01:56), Europe (10:47), Asia (13:59).
Keith Buchanan joins to break down the bond market's recent moves. With the 10-year yield showing signs of finding a path higher, he believes the shape of the yield curve doesn't tell the whole story. Buchanan argues that understanding why the curve is steepening is key. He looks at whether it's due to inflationary expectations or real growth expectations and if it's a positive or negative move for the market.======== 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
Global strategist Michael Every of Rabobank joins us for an expansive and thought-provoking conversation on the tectonic geopolitical and economic shifts shaping our world. From the collapse of the post-WWII order to the rise of economic statecraft, we break down the emerging multipolar world, the future of Europe. We also dive into the bond market, U.S. dollar dominance, and what this all means for investors navigating unprecedented macro uncertainty.#geopolitics #europe #globalmarkets
President Donald Trump has been clear he wants lower interest rates. Cheaper money would goose the market and give the government room to spend. But interest rates haven't exactly been co-operating. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter discuss plans to move the needle on long-term bonds, from the stalled “Mar-a-Lago Accord” to Treasury secretary Scott Bessent's embrace of shorter-duration bonds. Also they go long the price of oil and short the 10-year Treasury bond. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
After you listen:Explore more of Schwab's market commentary and education for bond investors.In this episode, Mark Riepe and Kathy Jones delve into the essentials of bond investing. They discuss the fundamentals that every investor should understand, including the nature of bonds, the significance of credit risk, the relationship between interest rates and bond prices, and the concept of duration. Their conversation also touches on psychological barriers to sound strategies for managing bond investments, the implications of the yield curve, and the Federal Reserve's influence on the bond market.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Past performance is no guarantee of future results.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.A bond ladder, depending on the types and amount of securities within the ladder, may not ensure adequate diversification of your investment portfolio. This potential lack of diversification may result in heightened volatility of the value of your portfolio.As compared to other fixed income products and strategies, engaging in a bond ladder strategy may potentially result in future reinvestment at lower interest rates and may necessitate higher minimum investments to maintain cost-effectiveness. Evaluate whether a bond ladder and the securities held within it are consistent with your investment objective, risk tolerance and financial circumstances.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Charles Schwab & Co., Inc. does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.This information provided here is for general informational purposes only, and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here: https://event.webinarjam.com/register/27/l3k2rby6Stocks plunged, bond yields dropped, the R-word is now the common phrase in the media...Jay Powell says everything is just fine and dandy. Even the President is now cautioning the economy might be going through a "transition" and the markets more and more can't get away from it. Eurodollar University's Money & Macro AnalysisBloomberg Bond Market's Trump Trade Is Looking Like a Recession Playhttps://www.bloomberg.com/news/articles/2025-03-09/the-bond-market-s-trump-trade-is-looking-like-a-recession-tradeBloomberg Treasuries Gain as Trump Transition Talk Fuels Recession Angsthttps://www.bloomberg.com/news/articles/2025-03-10/us-credit-risk-rises-as-tariffs-job-cuts-stoke-recession-fearsJay Powell in Chicagohttps://www.youtube.com/watch?v=e6pZzfv8AQENBC Dow falls nearly 900 points and Nasdaq dives 4% as stock selloff gathers steamhttps://www.nbcnews.com/business/markets/stocks-tank-trump-declines-dismiss-recession-risk-rcna195653https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
In this episode, Kathy Jones and Liz Ann Sonders review some of the recent questions they have received from investors. Their questions and answers focus on the current economic landscape and cover topics ranging from bond yields to the impact of tariffs to the Federal Reserve's stance to the performance of key indexes and stocks. They explore the complexities of government debt, the dollar's reserve status, and the ongoing debate between growth and value stocks, providing insights into what investors should watch moving forward.Check out schwab.com/FAQs to see more frequently asked questions and whether any questions you may have are already answered there.Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Currency trading is speculative, volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Positive correlation refers to a relationship in which two variables tend to move in the same direction (i.e., they both increase, or they both decrease). Negative correlation refers to a relationship in which the variables tend to move in opposite directions (i.e., one increases, and the other decreases, or vice versa).(0325-30G5)
Jim Bianco, president and macro strategist at Bianco Research, discusses the factors he sees driving six weeks of lower bond yields and explains the potential scenario of a “Mar-A-Lago Accord.” He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.
Cut through the media noise. Debunk Robert Kiyosaki's latest market crash warning. Ease financial and geopolitical anxiety with facts: GDP is growing over 2%, inflation is cooling, and the labor market has snapped back to a healthy balance—challenge fear-driven narratives by focusing on fundamentals. Could Walmart's earnings stumble be a hiccup rather than a harbinger? Isn't Amazon's quarterly revenue record the bigger story? With FactSet forecasting healthy S&P 500 earnings growth for 2025, is it time to lean in rather than sit out? Examine Columbia Threadneedle's study to see why today's 4.5% to 5% bond yields make them a potentially productive strategy because they sometimes sidestep cash drag to secure stable returns. Want a retirement game plan? Wes and Jeff walk listeners through the “Fill the Gap” strategy: know your income shortfall, multiply by 25, and hopefully retire with confidence. Then, unpack the “Doge Dividend” proposal, a concept floated by the Trump administration suggesting taxpayer rebates tied to deficit reductions. Would one-time stimulus checks be more or less productive than debt rollback? Listen to find out more, and if you're heading to the Waffle House, brace for that new 50-cent egg surcharge.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
Sharp moves in bond yields have been a key area of focus in markets to start the year. Yields on 10-year treasury bonds are over 1% higher since September 2024 — a historically rare occurrence in both the direction and magnitude of moves. So, what's driving this phenomenon and how is it reshaping the investment playbook compared to previous cycles? Jeff Rosenberg, Senior Fixed Income Portfolio Manager within the BlackRock Systematic business, will share his perspective on the different dynamics impacting bond yields and how his team is navigating this unique environment.Sources: Federal Reserve Bank of New York. Statement based on the ACM Model of estimated term premium dating back to the 1960s; Federal Reserve Bank of St. Louis, referencing the US deficit as a percentage of GDP. Data accessed January 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week's MBS Live Market Update explores how a surprising AI breakthrough, shifting tariff policies, and market volatility influenced bond yields and interest rates.-----------------------------------------------------Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is currently the Founder and CEO of MBSLive!He's been covering bond/mortgage markets, writing commentary, alerts, and chatting with the live community every business hour of every business day ever since.Matt also serves as the Chief of Operations for mortgagenewsdaily.com, where he is one of the industry's most respected mortgage rate experts, frequently quoted in the media. Mortgage News Daily's rate index is used as the definitive resource on day-to-day mortgage rate averages.He lives in the Pacific Northwest with his wife and son where he enjoys skiing, fishing, coaching youth sports, playing the guitar, and more DIY projects/hobbies than he'd care to admit.
In this episode, Andreas Steno Larsen joins the show to discuss the outlook for liquidity, the uptick in the manufacturing and credit cycle, and expectations around inflation. We also delve into Powell's QE comments, idiosyncratic drivers of gold, and much more. Enjoy! Follow Andreas Steno Larsen: https://x.com/AndreasSteno Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york __ SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork — Timestamps: (00:00) Introduction (01:18) Current Macro Backdrop and Market Sentiment (01:48) Liquidity Backdrop and Federal Reserve Policies (04:33) Private Sector Liquidity and Credit Creation (10:21) Treasury General Account and Debt Ceiling (17:30) Skale Ad (17:54) Future Liquidity Measures and Market Implications (21:06) Private Credit and Economic Cycle (26:55) Meta's Client Base and Market Power (27:44) Russell Index and Wage Growth Insights (29:42) Inflation and CPI Analysis (33:17) Skale Ad (33:46) Global Tariff Impacts and Dollar Outlook (36:26) European Market Performance (42:05) Gold Market Dynamics (48:22) Bond Yields and Truflation Measure (51:19) Learn More About Andreas and his Work __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
In Episode 397 of Hidden Forces, Demetri Kofinas speaks with Jim Bianco, President and Macro Strategist at Bianco Research, about the macroeconomic factors driving the recent rise in bond yields and a range of other variables shaping the economies of the U.S., Europe, and China, as well as their impact on investors' portfolios. In the first hour, Bianco and Kofinas analyze the factors behind the surge in long-term interest rates across the developed world. Their discussion covers the Federal Reserve's role, concerns about government debt and deficits, inflation, tariff policies, and economic growth expectations amid these potential challenges. In the second hour, they shift their focus to the implications of these changes for investors. They explore the resilience—or lack thereof—of the traditional 60/40 portfolio and strategies for mitigating portfolio volatility in a market environment where stocks and bonds increasingly move in tandem. Additionally, Demetri and Jim examine the drivers of U.S. dollar strength, the risks posed by U.S. equity concentration, the potential for a recession, and what the continued decline in Chinese bond yields suggests about the state of China's economy. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today's episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to 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 01/14/2024
Government bond yields in the U.S. and Europe have risen sharply. Our Head of Corporate Credit Research Andrew Sheets explains why this surprising trend is not yet cause for concern.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley.With bond yields rising substantially over the last month, I'm going to discuss why we've been somewhat more relaxed about this development and what could change our mind. It's Friday January 17th at 2pm in London. We thought credit would have a good first half of this year as growth held up, inflation came down, and the Federal Reserve, the European Central Bank and the Bank of England all cut rates. That mix looked appealing, even if corporate activity increased and the range of longer-term economic outcomes widened with a new U.S. administration. We forecast spreads across regions to stay near cycle tights through the first half of this year, before a modest softening in the second half. Since publishing that outlook in November of last year, some of it still feels very much intact. Growth – especially in the U.S. – has been good. Core inflation in the U.S. and in Europe has continued to moderate. And the Federal Reserve and the European Central Bank did lower interest rates back in December. But the move in government bond yields in the U.S. and Europe has been a surprise. They've risen sharply, meaning higher borrowing cost for governments, mortgages and companies. How much does our story change if yields are going to be higher for longer, and if the Fed is going to reduce interest rates less? One way to address this debate, which we're mindful is currently dominating financial market headlines, is what world do these new bond yields describe? Focusing on the U.S., we see the following pattern. There's been strong U.S. data, with Morgan Stanley tracking the U.S. economy to have grown to about 2.5 per cent in the fourth quarter of last year. Rates are rising, and they are rising faster than the expected inflation – a development that usually suggests more optimism on growth. We're seeing a larger rise in long-term interest rates relative to shorter-term interest rates, which often suggests more confidence that the economy will stay stronger for longer. And we've seen expectations of fewer cuts from the Federal Reserve; but, and importantly, still expectations that they are more likely to cut rather than hike rates over the next 12 months. Putting all of that together, we think it's a pattern consistent with a bond market that thinks the U.S. economy is strong and will remain somewhat stronger for longer, with that strength justifying less Fed help. That interpretation could be wrong, of course; but if it's right, it seems – in our view – fine for credit. What about the affordability of borrowing for companies at higher yields? Again, we're somewhat more sanguine. While yields have risen a lot recently, they are still similar to their 24 month average, which has given corporate bond issuers a lot of time to adjust. And U.S. and European companies are also carrying historically high amounts of cash on their balance sheet, improving their resilience. Finally, we think that higher yields could actually improve the supply-demand balance in corporate bond markets, as the roughly 5.5 per cent yield today on U.S. Investment Grade credit attracts buyers, while simultaneously making bond issuers a little bit more hesitant to borrow any more than they have to. We now prefer the longer-term part of the Investment Grade market, which we think could benefit most from these dynamics. If interest rates are going to stay higher for longer, it isn't a great story for everyone. We think some of the lowest-rated parts of the credit market, for example, CCC-rated issuers, are more vulnerable; and my colleagues in the U.S. continue to hold a cautious view on that segment from their year-ahead outlook. But overall, for corporate credit, we think that higher yields are manageable; and some relief this week on the back of better U.S. inflation data is a further support. Thanks for listening. If you enjoy the show, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
Though central banks have cut interest rates, uncertainty about the future has sent yields sky-high. Our correspondent explains why expectations diverge from the economic data, and the impact on borrowers. Donald Trump's desire to control Greenland using economic or military force provoked outrage. But could America buy the country (9:01)? And why Singapore's iconic hawker centres are under threat (17:41). Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
Though central banks have cut interest rates, uncertainty about the future has sent yields sky-high. Our correspondent explains why expectations diverge from the economic data, and the impact on borrowers. Donald Trump's desire to control Greenland using economic or military force provoked outrage. But could America buy the country (9:01)? And why Singapore's iconic hawker centres are under threat (17:41). Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
Today's Post - https://bahnsen.co/4ai49bd Monday Market Insights with David Bahnsen In this episode of Monday Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the volatile market conditions one week before the inauguration of Trump's second term. Key topics include the recent market sell-off, sector performance, bond yields, and economic indicators. Bahnsen also delves into the potential impact of public policy changes, including tax alterations and the proposed Department of Government Efficiency. Additionally, he addresses the challenges of bipartisan legislation, updates on job creation, and the implications of rising mortgage rates. Finally, Bahnsen concludes with insights into midstream energy performance and the importance of capital expenditures in driving economic growth. 00:00 Welcome to Monday Dividend Cafe 00:18 Market Volatility and Post-Election Rally 01:19 Today's Market Action 03:05 Bond Yields and Inflation Expectations 04:49 Earnings Season and Market Valuation 06:27 International Diversification and U.S. Markets 08:48 Public Policy Updates 13:01 Economic Data and Indicators 15:07 Oil Prices and Midstream Energy 16:13 Capital Expenditures and Economic Growth 17:50 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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