Podcast Episodes
Back to Search
Betting on Nvidia
Hopes that the Strait of Hormuz could reopen are pushing oil prices lower and calming bond markets. Investors are bracing for fresh U.S. inflation da…
12 hours ago
Canada prices in Trump
U.S. President Donald Trump is threatening 50% tariffs on Canadian-made vehicles, testing one of North America's closest economic partnerships. Washi…
1 day, 12 hours ago
Carney ride
Mark Carney is vowing dollar-for-dollar retaliation after U.S.-Canada trade talks collapsed late Friday, leaving 50% tariffs on some $20 billion of C…
2 days, 12 hours ago
Calling Bessent's Bluff?
Bond markets push Treasury Secretary Scott Bessent's buyback strategy to the limit, as yields climb back toward recent highs. U.S. President Donald T…
5 days, 12 hours ago
Bessent's buyback
U.S. Treasury Secretary Scott Bessent expands bond buybacks to calm a market rattled by rising borrowing costs. Meanwhile, America's debt tops $40 t…
6 days, 12 hours ago
Robot Rally
Bond yields hover near multi-decade highs as investors demand more compensation for holding long-term government debt. U.S. President Donald Trump de…
1 week ago
Bonds come back to bite
Iran says it is shifting to a "fully offensive" military posture sending Brent crude back above $90 a barrel. Thirty-year bond yields are hitting mul…
1 week, 1 day ago
Retail therapy
A surprise drop in U.S. retail sales has investors asking whether the American consumer is finally losing steam. As Walmart, Home Depot and Target pr…
1 week, 2 days ago
Hot yields, cool prices
A second straight soft U.S. inflation report sends the S&P 500 to a fresh record and cuts the odds of a September Fed rate hike to roughly one in thr…
1 week, 5 days ago
The debt tab
Inflation cooled as expected, lowering the temperature around the Fed's next move. The U.S. government just sold 10-year debt at its highest auction …
1 week, 6 days ago