US bond yields rose to their highest since 2007

US bond yields rose to their highest since 20...

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Oil prices rise on escalating geopolitical tensions

Oil prices continue to surge as tensions between the US and Iran raise concerns about global energy supplies and economic growth. There were knock-on effects in bond markets with the 10-year US Treasury yield rising to a two-month high. Alphabet and Tesla were the first of the Ma ...  Show more

Geopolitics lifts oil, tariffs return, and markets look to earnings

Markets faced a fresh wave of geopolitical risk as the conflict involving the US, Iran and the Houthis escalated, pushing oil prices higher. Yet equities remained resilient, with positive corporate earnings and strength in semiconductors helping offset investor concerns. Elsewher ...  Show more

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Stocks roll over as US yields climb to new highs
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The increasingly odd bond market
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The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our p ...

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Dollar at 10-month high as yields keep surging
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The Bank of Japan Is Playing a Dangerous Game
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Prices for assets of all kinds were up Wednesday, including stocks, commodities, and cryptocurrencies. The U.S. dollar continued to strengthen, and global bond yields marched higher. That’s despite the emergence of still more signs of underlying weakness, including Robinhood layi ...  Show more