Podcasts about bond yields

Markets sold off on Friday; nothing really surprising to investors. Markets continue to grind along the trend line, with a little weakness showing in Nvidia and other tech stocks. This is why it's important to keep portfolios balanced between growth a defense. The S&P isn't breaking out, rather moving side ways, tracking right along with the 20-DMA. The biggest concern we have presently is the continuing, large negative divergence in relative strength and momentum. This behavior tends to show up prior to market corrections. Volatility remains extremely suppressed. Gold's consolidation has resulted in abnormal over-bought conditions. This would be a great place to take profits and await the next pullback. An inverse of that has been Oil prices, very over-sold. Despite the weakness in Oil, Energy prices have been performing well. Bond Yields have fallen sharply over the past three sessions; the trend in Yields has been decidedly lower over the past few months.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=PIeIdX4aXas&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- 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/ #BullishTrend #NegativeDivergence #MarketCorrection #PortfolioAllocation #PortfolioHedging #RiskManagement #Gold #Oil #Yields #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

P.M. Edition for Sept. 3rd. Global bond yields are climbing; yields on U.K. 30-year gilts this week hit their highest level since 1998. WSJ columnist Spencer Jakab explains what this means for investors. Plus, Florida is pushing to repeal all vaccine mandates, a move that would make it the first state to end such rules. And the U.S. now has over 1,100 billionaires, but where do they live, and what industries built their fortunes? WSJ data reporter Inti Pacheco shares what he learned from the data. Alex Ossola hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

French and British bond yields hit multi-year highs as a rout develops on fiscal concerns. Beijing hosts world leaders including Russian President Vladimir Putin and North Korea's Kim Jong-Un at a mass military parade to mark the 80th anniversary of the end of WW2. In tech news, Alphabet company Google notches a huge anti-trust win following a ruling by a U.S court which deemed it would not have to offload its Chrome browser. However, the company was instructed to share its search data with rivals. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As UK long-dated gilts hit a level not seen in 27 years, we have a special episode of Bloomberg Daybreak Europe. The rate on 30-year gilts rose five basis points to 5.69% on Tuesday amid a global decline in government bonds. The pound also tumbled in London trading, dropping 1.1%.Bonds are falling ahead of an autumn budget, where Chancellor of the Exchequer Rachel Reeves is under pressure to find savings or raise taxes to improve the UK’s precarious fiscal position. Our Chief UK Economist Dan Hanson and Opinion Columnist Marcus Ashworth join hosts Stephen Carroll and Lizzy Burden to discuss how serious a problem the market moves create for the government and what might come next.More Here: UK 30-Year Bond Yields Climb to Highest Level Since 1998See omnystudio.com/listener for privacy information.

Wall Street eked out modest gains overnight, led by industrials, as Donald Trump’s renewed attacks on the Federal Reserve reignited concerns over its independence. Signet Jewellers shares jumped on news of Taylor Swift’s engagement, while Nvidia edged higher ahead of its earnings release. Apple also drew attention, setting September 9 for the launch of its new iPhone 17. In bonds, the US yield curve steepened after Trump moved to oust Fed Governor Lisa Cook. Elsewhere, oil fell 2% from a near three-week high, while back home, Aussie shares are expected to rise on Wednesday ahead of key inflation data and Woolworths’ results. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell's legacy speech. We also dig into the Fed's five-year policy review, Trump's Fed takeover strategy, foreign retreat from Treasury auctions, and whether the risks of inflation are greater than the risk of recession. 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 Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1zjfyhnCSgVzJ5u4f7LAHct6KKLq_6gxk/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (03:50) Jackson Hole Preview (09:43) VanEck Ad (10:27) Fed Minutes (13:05) Will Powell Be A Dove or Hawk? (19:02) Bullish Post Jackson Hole? (20:10) JH Impact on Bond Yields (25:09) Trump's Fed Takeover Strategy (29:36) Centralization & the Frontiers (32:42) VanEck Ad (33:24) Treasury Auctions in Danger Zone? (38:19) Hike to Save the Long End! (40:05) Boom Time in Japan? (43:45) Inflation Risk > Recession Risk (47:00) The New Financial Reality (51:32) Short Financials? (52:30) 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. #Macro #Investing #Markets #ForwardGuidance

Is the 4% retirement withdrawal rule outdated? Certified financial planner Mike Douglas dives into why generic financial advice may not fit your life. From debunking national radio soundbites to explaining how bond yields and equity returns impact your income, this episode urges listeners to rethink retirement planning. Learn why personalized strategies beat one-size-fits-all rules—and how to find an advisor who truly understands your phase of life. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Wall Street slumps after the Labor Department's report on weak hiring numbers and President Trump's latest tariff news.

Stocks ended the week with losses.

In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end bond dynamics, and geopolitical tensions are reshaping global investment behavior and challenging the traditional safe-haven role of U.S. assets. Jens also outlines the structural phases of de-dollarization, central bank reserve diversification, and how these factors may signal a long-term dollar downtrend. Enjoy! -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more.  Go to app.katana.network to check it out.  -- EigenLayer just launched EigenCloud - the infrastructure powering crypto's "cloud era." Like AWS transformed the internet, EigenCloud gives any developer cloud-grade programmability with crypto-grade verifiability. EIGEN stakers earn from the entire verifiable economy flywheel. Follow @eigenlayer on X to learn more. This is not financial advice.  Investing in blockchain-based assets like the EIGEN token involves significant risk, including the potential loss of your entire investment. By participating, you are agreeing to EigenCloud's terms and conditions apply. -- Follow Jens: https://x.com/jnordvig Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance -- Timestamps: (0:00) Introduction (3:21) Unpacking the Current Regime (7:43) US Macro Overview (8:18) Ads (Katana & Eigen) (9:15) US Macro Overview (13:44) FX & Dollar Hedging (18:55) Tariff Impact on Capital Flows (24:55) Diversifying Central Bank Reserves (28:56) What's Holding Up the Dollar? (29:38) Ads (Katana & Eigen) (31:12) What's Holding Up the Dollar? (36:02) Un-anchoring Inflation Expectations (41:04) Bond Yields, Fiscal & the Fed (48:10) US Growth & Investment (50:03) Fed Cut Expectations (51:58) Tariff Threat Overstated? -- 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.

Following a number of trade deals announced in the last week, financial markets seem to be taking the news in a positive manner with equity markets continuing to edge higher and bond yields remaining in fairly narrow ranges. However, one bond market that has stood out is Germany where yields have jumped following hawkish ECB commentary after their July rate meeting, which we discuss in this episode alongside the potential EU-US trade deal. We also discuss the US implications of trade deals, preview the FOMC decision and US labour market data, both of which are due next week. In Asia, we focus on trade developments in India and ASEAN, the Japan upper house election, and the US-Japan trade deal. Chapters: US: 01:54, EMEA: 10:29, Asia: 15:05,  Japan: 22:13.

Japan’s trade deal with the US has sent markets rallying — but is the optimism warranted? This week on Market Focus Weekly, host Emily Liu sits down with Endowus CIO Hugh Chung to unpack what’s behind the surge in Asian stocks, the rise in long-term bond yields, and whether Chinese tech is still a buy. They also discuss what Singapore’s $5 billion stock market injection means for local investors, and if the de-dollarisation narrative still holds water. Highlights: 01:12 Japan-US trade deal 02:54 Japan, China bond yields 04:41 Upcoming interest rate decisions 06:47 Chinese tech rally 08:59 Is de-dollarisation still a trend? 12:19 S$5 billion injection into SGX --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Emily Liu (emilyliu@sph.com.sg) With Hugh Chung, chief investment officer, Endowus Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: 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 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 Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Curious what's ahead for real estate in the second half of 2025? The experts are weighing in, and we're breaking it all down.In this episode, JWB Co-Founder Gregg Cohen joins Pablo Gonzalez to react to the top national forecasts from Fannie Mae, NAR, Zillow, and others. They'll explain what these predictions mean for rental property investors like you.We'll unpack:- Which predictions matter (and which ones miss the mark)- What could happen with interest rates, prices, and rent growth- Why Jacksonville could outperform again in a tight inventory market- What the second half of 2025 could mean for investors' next movesIf you're wondering whether to buy, wait, or reposition, this is the conversation that brings the data, context, and JWB's operator insight together.Listen NOW!Chapters:00:00 Introduction and Welcome01:56 Weather and Casual Chat02:30 Predictions and Market Trends03:28 JWB Real Estate Market Update04:38 Home Price Growth Predictions07:25 Interest Rates and Local Market Insights11:35 Jacksonville's Economic Indicators14:57 Future Market Predictions and Job Sectors21:37 Mortgage Rates and Economic Factors23:46 Understanding Investor Behavior in Volatile Markets24:21 Impact of Bond Yields on Mortgage Rates27:21 Inflation and Its Effects on Bond Investments29:18 Navigating High Interest Rate Environments33:38 Jacksonville Rent Forecasts and Market Strength36:54 Home Sales Projections and Inventory Insights41:40 The Importance of Single Family Rental Properties48:41 Community Engagement and Future TopicsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

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

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

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.

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 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.