Podcasts about bond yields

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets.

P.M. Edition for Aug. 25. National affairs reporter Kris Maher discusses how the AI surveillance company has become the target of bipartisan anger. And Canada retaliates against U.S. tariffs with some of its own. Ottawa-based reporter Paul Vieira says the tariffs are strategic—they target products from states in play in the U.S. midterm elections. Plus, Dolly Parton has died. The songwriter behind hits including “Jolene,” “9 to 5” and “I Will Always Love You” was 80 years old. Pierre Bienaimé hosts. 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.

Secretary Bessent announced that the Treasury Department was going to intervene in the bond market last week because “market fundamentals were not working.”  In today's Capital Record, David explains what was done, why it was done, what to expect, and most of all, why it is so, so sad to see this happening. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are Treasury yields still sending investors a reliable signal about inflation, growth, and Federal Reserve policy, or is the massive basis trade distorting the message? Lance Roberts explains how the basis trade works, why it matters for Treasury yields, and whether investors can still trust the bond market as an economic and market signal. 0:00 INTRO 1:02 - Kevin Warsh + Nvidia Report = Volatility? 5:28 - Market Deviations & Bollinger Bands 13:07 - The Basis Trade & Interest Rates 16:17 - What is a Basis Point? 21:31 - Are Interest Rates Really Telling us What's Going on in Markets? 22:42 - What's the Risk/What Happens When Basis Trade Unwinds? 26:47 - Does Kevin Warsh have Enough Time to Fix It? 28:28 - What Happened on Liberation Day 29:39 - What to Do About It 34:29 - The Psychology of Buyers & Sellers: The Houston Housing Market 37:85 - The Index is the Index Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- 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/UtY2oV1kkXc ------- Articles mentioned in this report: "The Basis Trade: Is The Bond Market Signal Distorted?" https://realinvestmentadvice.com/resources/blog/the-basis-trade-is-the-bond-market-signal-distorted/ "Investor Psychology Is Sabotaging Your Returns (Chapter 2 of 5)" https://realinvestmentadvice.com/resources/blog/investor-psychology-is-sabotaging-your-returns-chapter-2-of-5/ "Think Like An Investor, Not A Speculator (Chapter 1 of 5)" https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/ -------- Watch today's "Before the Bell" report, "Bollinger Bands Are Flashing a Warning," https://youtu.be/HA5OZbl3a4Y ------- Watch our previous show, "The Best Retirement Head Start for Your Kids," https://youtube.com/live/IqyxMopn1Uw?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #BollingerBands #Investing #MarketOutlook #PortfolioManagement #BondMarket #TreasuryYields #BasisTrade #FederalReserve

Aug 21, 2026 – The biggest move this week wasn't semis or Iran—it was bonds. 30-year Treasury yields hit 5.3%, a two-decade high. Investors are demanding more compensation for duration amid $40T debt, AI financing needs, and rising oil...

Markets largely dipped yesterday as geopolitical tensions, rising oil prices and disappointing guidance from Walmart weighed on investor sentiment. After yields fell on Wednesday following the announcement from the US Treasury of doubling buybacks of longer-term debt, yesterday they resumed their upward trend, even after Treasury Secretary Bessent suggested further increases to the buyback programme. Tim Gagie, Head of FX Advisory in Geneva, joins the show today to talk about the impact of the Treasury's announcement on the US dollar, and he also shares his latest thoughts on precious metals.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Helen Freer, Product & Investment Content (05:45) - FX & metals update: Tim Gagie, Head of FX & Precious Metals Sales Geneva (10:21) - Closing remarks: Bernadette Anderko, 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.

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Bill Dudley, a Bloomberg Opinion columnist and former New York Fed President, explains why he thinks US the equity market is in bubble territory. Speaking with Romaine Bostick on "Bloomberg The Close," Dudley also comments on the economic impact of AI and the rise in bond yields.See omnystudio.com/listener for privacy information.

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The yield on the 30-year U.S. Treasury bond just reached its highest level since 2007. And to a lot of people, this means everything - from inflation to fiscal deficits. There's just one problem.The 30-year bond is not actually doing what everyone says it is.Eurodollar University's Money & Macro Analysis------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026------------------------------------------------https://www.youtube.com/watch?v=2njjIkGROx4https://www.facebook.com/bloombergbusiness/videos/long-term-borrowing-costs-have-hit-their-highest-level-in-decades-on-the-back-of/1413253187330397/https://www.facebook.com/FirstPrudentialMarkets/videos/30-year-us-treasury-yields-just-hit-levels-not-seen-since-2007-stocks-wobbled-oi/1785429659307592/https://www.ms.now/money-power-politics/watch/u-s-bond-selloff-drives-30-year-yields-to-highest-point-since-2007-2511366211745https://www.reuters.com/markets/us/us-mortgage-rates-soar-highest-more-than-23-years-2023-10-25/https://www.cnn.com/2023/10/02/investing/jamie-dimon-jpmorgan-7-percent-interest-rate-recessionhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

More investors are turning to TikTok, YouTube, and other social-media platforms for financial advice. But how do you separate useful financial education from bad advice, speculation, and outright scams? Lance Roberts and Jonathan Penn discuss how to evaluate financial advice online, the warning signs investors should watch for, and why popularity, followers, and flashy lifestyles aren't substitutes for expertise. Social media can help people become better investors—but only if they know whom to trust. 0:00 INTRO 0:57 - FOMC Meeting Minutes Preview & Weaker Economic Data 3:26 - Will Earnings Tailwinds Fade in 2207? 5:12 - Market Deviations Continue - Downside Risk Remains 10:15 - Bond Yields & Abnormal Interest Rates (article coming) 16:45 - Why the National Debt is not a Factor in Interest Rates 19:42 - Momentum ETF's & Roth IRA's 27:47 - Shorting Strategies post-IPO? 30:10 - First Houses & Starter Homes 33:27 - Things Aren't That Bad... 37:37 - Buying Bonds and paying accrued interest 38:18 - Putting Money in 401-k 38:40 - Buying Energy Stocks Now? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "September Rally Test Ahead" https://youtu.be/j6w6g_kXQrU?si=zGfqusgrjAIu1jdN -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/9qhjXZbxkxs ------- Articles mentioned in this report: "SpaceX IPO: Should I Buy It, Or Wait?" https://realinvestmentadvice.com/resources/blog/spacex-ipo-should-i-buy-it-or-wait/ "Leveraged ETFs: Math Often Trumps Hype" https://realinvestmentadvice.com/resources/blog/leveraged-etfs-math-often-trumps-hype/ "Think Like An Investor, Not A Speculator (Chapter 1 of 5)" https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/ -------- Watch our previous show, "Can You Trust Financial Advice on Social Media? https://youtube.com/live/v6Wy7iLl-gQ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- 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/ #StockMarket #SP500 #Investing #MarketOutlook #FederalReserve #FederalReserve #InterestRates #Inflation #SpaceX #HomeBuyers

The US Treasury doubles a bond buyback programme, sending long-term yields and the dollar down - the Aussie and Kiwi dollars both rise. Australia's private sector wage growth is the weakest since 2021. In our deep-dive interview, ANZ Chief Economist for Greater China Raymond Yeung dissects China's weak July activity data. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Market news for August 19, 2026: Global markets slumped as bond yields hit decade highs; oil topped $90 amid Middle East volatility; tech stocks took a heavy hit, echoing Wall Street’s slide; and investors braced for persistent inflation and elusive policy guidance from Fed minutes. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Global bond yields surge to multi-decade highs, adding fresh pressure to tech stocks and raising new questions about the outlook for markets. On today's Squawk on the Street, Evercore's Roger Altman breaks down what's driving the historic moves in rates and what they could mean for investors. Plus, former Assistant Attorney General Jonathan Kanter weighs in as a major trial gets underway alleging Meta's platforms fueled addictive behavior among children and teens. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Guests: Gabriel Wisdom, Royal Oaks and Hal Kempfer.See omnystudio.com/listener for privacy information.

Market news for August 18, 2026: Bond yields hit decade-highs as oil rose; Asian stocks faltered following a US-Iran truce expiration; Anthropic’s revenue run rate hit $65 billion, and Milky Mist Dairy jumped 30 per cent in its successful Indian trading debut. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Plus: Oil prices jump to more than $90 a barrel amid concerns about a potential escalation in the U.S.-Iran conflict. And enthusiasm for AI pushes chip makers Micron Technology, Marvell Technology and Intel higher. Pierre Bienaimé 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.

Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate decisions when assessing market opportunities.

The government is selling 30-year bonds with interest rates at a quarter-century high. We talk with Greg Ip at the Wall Street Journal about how that could be a warning from investors over stubborn inflation and mounting debt. Also in this episode, we look at how energy prices shape the Producer Price Index, rising prices for retailers, and coal slipping as an energy source, before diving into infrastructure with a look at Puerto Rico's water crisis and solar panel installation in Ann Arbor, Michigan.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Inflation cools for producers in JulyHow small business owners are dealing with rising costsCoal still behind natural gas, renewables in electricity productionHow one restaurant is navigating Puerto Rico's water crisisFree solar panels and home batteries? Ann Arbor's trying it out

The government is selling 30-year bonds with interest rates at a quarter-century high. We talk with Greg Ip at the Wall Street Journal about how that could be a warning from investors over stubborn inflation and mounting debt. Also in this episode, we look at how energy prices shape the Producer Price Index, rising prices for retailers, and coal slipping as an energy source, before diving into infrastructure with a look at Puerto Rico's water crisis and solar panel installation in Ann Arbor, Michigan.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Inflation cools for producers in JulyHow small business owners are dealing with rising costsCoal still behind natural gas, renewables in electricity productionHow one restaurant is navigating Puerto Rico's water crisisFree solar panels and home batteries? Ann Arbor's trying it out

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 ship traffic in the Hormuz Strait is now at a complete standstill. But oil prices have eased slightly all the same. So, Wall Street rose and to new record highs. In the US, there were +187,000 initial jobless claims last week, a slightly larger increase than seasonal factors can account for. There are now just over 1.8 mln on these benefits, a fall from last week as the very much tighter qualification requirements keep people off these unemployment programs. US producer prices came in slightly lower than expected for July, up +4.7% from a year ago, down from +5.5% in June and lower than the +4.9% expected. A notable fall in July fuel costs offset all other rises in the month. There was a well supported US Treasury 30 year bond auction earlier today, but investors wanted and got higher yields. They came in at a median 5.16% (high 5.22%) which is a 25 year high and something of a warning to the US Administration. This was up from the prior equivalent event median of 5.01% a month ago. Meanwhile, Cleveland Fed President Hammack restated her view that the ‌US central bank should raise rates immediately to bring down too-high inflation and restrain business growth and investment. She is a current FOMC voting member. She said she "lacks confidence" the current do-nothing policy will get inflation back to its target. Meanwhile the Richmond Fed boss Barkin says he is happy to wait. Barkin is not a current FOMC voting member. In Japan, their central bank wants to raise its 1% policy rate from here, and reports indicate that it has government backing for the move now. It could come at the next review in mid-September. Markets have priced in a 75% chance. Japanese producer prices have been rising fast recently and were up 7.2% in July from a year ago. But there was essentially no rise in July from June, so they are starting to see some heat dissipate. India reported strong exports, its third highest monthly total ever, in July, and up +19% from the same month in 2026. But they also reported record high imports, driven by fuel imports. In the EU. euro area industrial production rose in June, very slightly (+0.1%), when a fall (-0.8%) was expected. In the wider EU region, the gain was even better. Production of consumer goods led the way with a strong June result. Gains in Denmark, Poland and Finland were notable. Germany and France dipped. In Australia, regulators there are warning that online brokers are targeting retail investors with complex or high-risk products without clearly disclosing their risks or conducting proper onboarding, leaving those who respond exposed to risky products that could see them lose their investments within hours.  New semi-annual pay data out yesterday in Australia revealed a softening trend in the private sector. Overall average weekly ordinary time earnings for full-time adults were AU$2,084 in May, up just +1.6% overall in the period, up +3.7% for the year. These are the slowest increase rates since 2022. Rises in public sector pay are running at nearly twice the pace of the private sector. Recall, CPI inflation there was at 3.8% in the year to June - so no real gains. Global container freight rates were up a mere +1% last week from the prior week but are +85% higher than year-ago levels. That weekly data masks sharply higher rates to the US from China, offset by lower rates from China to the EU. Bulk cargo rates fell -4.2% in the past week from a cycle high and are now +45% higher than year-ago levels. The UST 10yr yield is now just on 4.63%, down -5 bps from this time yesterday. The price of gold is falling, now at US$4357/oz, down -US$60 from yesterday. Silver has fallen almost -US$1 to just over US$64.50/oz. Oil prices are down -US$1 from yesterday at just under US$82/bbl in the US, while the international Brent price is now just under US$88/bbl. Hormuz transits have virtually vanished. There has been no crude tankers and only 1 cargo ship exiting over the past 24 hours (0 dark with transponders off) and just two entering for new loads (0 dark), again all Iran-linked. The Red Sea activity is now less than 10 exits at the Yemen chokepoint. The Kiwi dollar is down another -10 bps from yesterday at just under 58.5 USc. Against the Aussie we are holding soft at 82.9 AUc. Against the euro we have dipped -10 bps to 50.7 euro cents. That all means our TWI-5 starts today at just under 62.1 which is also down -10 bps from this time yesterday. The bitcoin price starts today at US$63,141 and down -0.4% from this time yesterday. Volatility over the past 24 hours has also been low at just on +/-0.8%. 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

Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 - Earning Season wrapping - earnings beats were high, buy backs return 4:35 - Markets Bank & Forth, consolidation continues 5:19 - Bullish Trend Continues - focus on what matters 9:27 - Bloomberg Poll - Living On Parents' Money & Adulting 14:57 - When buying stocks, how much does CEO matter? 17:07 - Tracking Gold Prices/Oil Prices/Inflation 18:25 - K-shaped Economy: When will weakening consumer matter? (Never bet against the consumer) 20:22 - AI Data Center Investment instruments: Revenue-generating asset class? 22:55 - Capital Gains Tax changes' effects on Boomer Retirement? 24:15 - Individual Bonds vs Bond Funds (SimpleVisor) 26:34 - US Treasuries & Yen intervention (FIMA Facility) 29:48 - Bond Yields at 5%+ - Good Time to Buy? 30:54 - CAPE Yields 31:23 - Are Buybacks Losing their Effectiveness? 33:20 - Is there circular-financing going on with Nvidia? 36:34 - What do you consider a long-duration bond? (Duration exceeds needs) 38:49 - What about Corporate Bonds? 39:56 - Earnings are fake? (Microsoft Operating Income) Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Why Bearish Headlines Keep Losing," https://youtu.be/ygeDd0d0XF8 -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Abel Takes Charge at Berkshire Hathaway" https://realinvestmentadvice.com/resources/blog/abel-takes-charge-at-berkshire-hathaway/ -------- Watch our previous show, "What Really Drives Markets?" https://youtube.com/live/c9cOlFVLGoU ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- 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/ #StockMarket #Investing #MarketOutlook #Earnings #PortfolioManagement #Inflation #FederalReserve #Economy

Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 - Earning Season wrapping - earnings beats were high, buy backs return 4:35 - Markets Bank & Forth, consolidation continues 5:19 - Bullish Trend Continues - focus on what matters 9:27 - Bloomberg Poll - Living On Parents' Money & Adulting 14:57 - When buying stocks, how much does CEO matter? 17:07 - Tracking Gold Prices/Oil Prices/Inflation 18:25 - K-shaped Economy: When will weakening consumer matter? (Never bet against the consumer) 20:22 - AI Data Center Investment instruments: Revenue-generating asset class? 22:55 - Capital Gains Tax changes' effects on Boomer Retirement? 24:15 - Individual Bonds vs Bond Funds (SimpleVisor) 26:34 - US Treasuries & Yen intervention (FIMA Facility) 29:48 - Bond Yields at 5%+ - Good Time to Buy? 30:54 - CAPE Yields 31:23 - Are Buybacks Losing their Effectiveness? 33:20 - Is there circular-financing going on with Nvidia? 36:34 - What do you consider a long-duration bond? (Duration exceeds needs) 38:49 - What about Corporate Bonds? 39:56 - Earnings are fake? (Microsoft Operating Income) Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Why Bearish Headlines Keep Losing," https://youtu.be/ygeDd0d0XF8 -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Abel Takes Charge at Berkshire Hathaway" https://realinvestmentadvice.com/resources/blog/abel-takes-charge-at-berkshire-hathaway/ -------- Watch our previous show, "What Really Drives Markets?" https://youtube.com/live/c9cOlFVLGoU ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- 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/ #StockMarket #Investing #MarketOutlook #Earnings #PortfolioManagement #Inflation #FederalReserve #Economy

Are investors missing the biggest risks facing the global economy? In this exclusive interview, renowned economist Steve Hanke joins Maggie Lake to explain why he believes markets have become dangerously complacent about rising bond yields, inflation, geopolitical conflict, and America's growing fiscal challenges. Hanke discusses why the "bond vigilantes" are back, what rising Treasury yields could mean for stocks and housing, whether inflation is becoming entrenched again, and why he believes investors should be paying far closer attention to the bond market than the stock market. The conversation also explores: *The outlook for inflation and interest rates *Treasury yields and the U.S. fiscal deficit *The economic impact of the Middle East conflict *China's growing geopolitical influence *Whether U.S. stocks are in a bubble *Gold, deficits, and long-term fiscal sustainability *What investors should watch over the coming months Whether you agree with Steve Hanke's conclusions or not, this conversation offers a provocative perspective on the macro forces shaping today's markets.

Sam Rahman breaks down inflation, bond yields, AI spending, Microsoft vs. Meta, tariffs, and why stagflation could become the biggest risk investors face in the months ahead#stocks #federalreserve #gold ---------------------

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.

Alissa Coram and Ken Shreve walk through Wednesday's market action with key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

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.

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 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

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.

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.

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...

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.

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.

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

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