Macro and Rates
Bond market and yields
Treasuries, term premium, bond vigilantes
- Episodes
- 156
- Share
- 15%
- Shows
- 113
- Net sentiment
- −0.79
Up from 14% of episodes in the weeks before; net sentiment was −0.68.
Bullish 7Mixed 17Neutral 10Bearish 122
2 weeks
Share of each week's episodes, and net sentiment.
0%5%10%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 7
- Bianco says yields near 5.2% offer real value after years of bearishness, with 5.5% investment-grade yields attractive.Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years · The David Lin Report · Sep 29
- EM dollar bonds are positive year to date on tighter spreads, carry, and improving fundamentals.Top of the Morning: Emerging Markets - Fed hikes matter, but global liquidity matters more · UBS On-Air: Market Moves · Sep 28
- Yields fell on the weak jobs print and easing oil prices, though long-end supply pressure remains.10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26 · Squawk on the Street · Oct 2
- Yields pulled back from 24-year highs, easing pressure on equities.Morgan Stanley Backs NVDA as Top Pick, Crude Oil & Yields Cool · Schwab Network · Oct 2
- S&P upgrade to investment grade and redemption of secured debt improve financial flexibility.Carnival (CCL): Absorbing a $150M fuel spike without hedges [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Rising long-dated yields are seen as pushing toward debasement and favoring Bitcoin.Bitcoin Just Did What It Did Before a 6X · Onramp Bitcoin Media · Oct 1
Bearish 122
- Rising Treasury yields near 5% are pressuring bonds and spreading stress across global debt markets.Si lees mal lo de los bonos, vas a perder dinero · Un Podcast Sobre Bitcoin · Sep 28
- Long-term yields rose sharply in September, pressuring bonds and raising concern about the rate of change.The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market? · Excess Returns · Oct 3
- Global yields have risen sharply, with long-dated government bonds under pressure from inflation and policy expectations.The Great Rate Debate · Moody’s Talks - Global Economy Unwrapped · Oct 1
- Long-dated Treasury yields hit multi-year highs, pressuring bond prices and risk appetite.Fed's Williams tempers October hike fears · Moving Markets · Sep 30
- Oil-driven inflation fears push yields higher, creating an unhealthy link that could force recession-inducing rate hikes.UBS On-Air: Paul Donovan Daily Audio 'Bonding oil prices to yields' · UBS On-Air: Market Moves · Sep 29
- Rising government borrowing and expected deficits push bond yields higher, raising borrowing costs across the economy.Trump Wants Cheap Money. Why Are Rates Going Up Anyway? · Platypus Economics with Justin Wolfers · Oct 4
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- Rising Treasury yields raise the required return on stocks and leave less room for earnings disappointment.The Tension Between Equities and Bonds · Thoughts on the Market · Oct 2
- Rising long-term yields are structural and pressure asset prices, with equities not yet reacting.Higher Rates Are Already Doing Damage. Stocks Haven’t Reacted Yet · Know Your Risk Podcast · Sep 29
- Rising yields and heavy Treasury borrowing are pressuring markets and threatening a correction.Exploring Market History and Trends · Watchdog on Wall Street with Chris Markowski · Oct 3
- Yields kept rising despite weak jobs data, signaling a bond bear market and possible debt crisis ahead.Jobs Missed. Wages Stalled. Tariffs Failed. Bonds Fell Anyway. · The Peter Schiff Show Podcast · Oct 3
- Rising yields and fragile sovereign bond demand signal mounting debt stress and downside risk for bond holders.Bond Crisis 2026: Is This Winter the Next Financial Crisis? | James Levy-Newman · Load Bearing Podcast · Oct 3
- Rising yields compress equity valuations and drive bond-stock correlation, pressuring stocks.Jurrien Timmer's global macro view – September 28, 2026 · FidelityConnects · Oct 3
- Rising long-term yields, weak foreign demand and debt-servicing costs are seen as a growing danger.Episode with Snek on Bond & rest of finance market · China Tech Talk · Oct 3
- Ten-year yield hit a 24-year high on inflation and high-rate worries, pressuring stocks and deals.What’s News in Markets: Nvidia’s Big Buyback, Cruise Comeback, Egg Glut · WSJ Your Money Briefing · Oct 3
- Rising yields and a flattening curve pressure rate-sensitive sectors and high-yield borrowers.Why Investor Positioning Matters More Than Ever (With Eric Liu) · On Investing · Oct 2
- Long-term yields are rising to 2002 levels while short rates fall, signaling inflation and fiscal worries.BitLovin Daily | October 1 · BitLovin · Oct 1
- Yields have repriced sharply higher, with back-end rates seen as too high versus nominal growth and driven by Fed repricing and AI investment.Brij Khurana, Fixed Income Portfolio Manager, Wellington · Alpha Exchange · Oct 1
- Long-term Treasury yields keep hitting highs, reflecting fiscal and demand-for-loans pressure on bonds.The FTC Is Investigating OpenAI — Here’s Why · Prof G Markets · Oct 1
- Foreign buyers are retreating while governments and hyperscalers issue heavily, pushing long-term yields and borrowing costs higher.Mohamed El-Erian: America Is Exporting Its Debt Crisis · One Decision · Oct 1
- Rising ten-year yields toward 5% are a major threat to stocks, though hosts disagree on timing.Will Higher Rates Kill the Stock Market? (EP. 484) · Animal Spirits · Sep 30
- Passive bond indices create forced selling of long-dated bonds as rates rise, pressuring the long end.Kontrarian Korner #155 - Mike Green · Kontrarian Korner · Sep 30
- 10-year Treasury yield spiked to about 5.29%, pressuring stocks, especially small caps.Nasdaq, S&P 500 Hold Firm Ahead Of Inflation Report: SharkNinja, Advantest, ASE Technology In Focus · Stock Market Today With IBD · Sep 29
- The 10-year Treasury yield breached 5.25% and keeps climbing, signaling pressure on risk assets.Stress levels are rising if still not flashing red. · Saxo Market Call · Sep 29
- Rising yields compete with equities and pressure valuations, though normalization is seen as manageable.Top Investment Strategist: These trades WIN the AI bull market! · Full Signal · Sep 29
- Global bond sell-off pushes 30-year US yields to multi-decade highs, pressuring equities and sovereigns.Trump hails 'morally binding' AI deal · Squawk Box Europe Express · Sep 29
- Rising long-dated yields and a steepening curve are pressuring rate-sensitive stocks and futures.The Daily Allocator: Boeing's landing-software flaw, Northern Star says no, and futures turn lower · The Angus Briefing · Sep 28
- Yields are rising to multi-year highs, a regime shift that pressures valuations and portfolios.U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas · RiskReversal Pod · Sep 28
- Rising long-term yields threaten AI capex funding and equity valuations, with a disorderly move feared despite central bank intervention.Michael Hartnett: I coined “Mag7” - Here’s What Ends Their Run · The Master Investor Podcast with Wilfred Frost · Sep 28
- Rising long-end yields near 5.2% pressure risk assets and raise deficit funding costs.Bitcoin Falls To $82K After ETFs Just Bought $2.4 BILLION · The Wolf Of All Streets · Sep 28
- Yields at two-decade highs and rate volatility at extremes signal stress that could eventually hit equities.Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26 · CNBC's "Fast Money" · Sep 28
- Speakers expect US yields to keep rising, pressuring bond prices, though one suggests buying Treasuries at higher levels.Stocks Rally as the Bond Market Revolts · Market Watch · Oct 4
- Rising 10-year yields near 5 percent and heavy government borrowing pressure borrowing costs and real estate.Built Between Bedtimes – Episode 42: The Chip King, the Containment Breach, and the Price Point That's Killing Flippers · Built Between Bedtimes · Oct 2
- Surging yields and rate expectations signal inflation and fiscal stress, pressuring bond prices.Surfing the 'Oil Glut': Satellites, Transponders, and the Commodities Info War · Multipolarity · Oct 1
- Rising 10-year and 30-year yields are pressuring stocks and signaling a housing slowdown.Did the Stock Market Already Peak? Watch What Happens Next · Rethinking the Dollar · Sep 30
- Rising 10-year yields push mortgage rates higher, squeezing borrowers and housing demand.Felix Nikolas Prehn: Mortgage Rates Hit 7.45% · Felix Nikolas Prehn's Podcast · Sep 29
- Yields near multi-year highs could pressure equities, with a 5.4% level flagged as a possible target.Biz Report: Hollow at the Highs, the AI Debt Balloon, and the Shift to Value · The Business Report with Ryan Huang and Chua Tian Tian · Sep 29
- US Treasuries weakening again, with yields likely to track oil-driven rate pressure.UBS On-Air: Paul Donovan Daily Audio 'Camels through the eyes of fishhooks' · UBS On-Air: Market Moves · Sep 28
- Long-end yields blew through 5% and rates rose sharply, pressuring fixed income and the stock-bond correlation.Welcome to Funky Town! · Benny & The Squirrel · Sep 28
- Global yields at multi-decade highs and rising inflation regime fears pressure bonds and make equities uncomfortable.Three questions for the Week Ahead! · 🇬🇧 Stay ahead of the markets with Swissquote · Sep 28
- Rapidly rising 10-year yields threaten long-duration stocks and housing-linked names, raising downside risk for investors.4 Stocks to Buy Before They Rise Further · The Morning Filter · Sep 28
- Rising Treasury yields and term premium pressure bond prices and weigh on gold.The $100 Retracement: Dollar Strength and Rising Yields Pressure Gold · The Pod of Gold · Sep 28
- Ten-year and thirty-year yields hit multi-year highs, pressuring rate-sensitive sectors and equities broadly.11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26 · Squawk on the Street · Sep 28
- Long-end yields surging toward 5.6% on a 30-year, raising borrowing costs across the economy.America’s AI Boom Is Squeezing Main Street | Weekly Roundup · Forward Guidance · Oct 4
- Treasury yields hit highs near 5.27%, pressuring rate-sensitive stocks like utilities, REITs and staples.Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26 · Power Lunch · Sep 28
- Rising oil-driven inflation and yields above 5% raise risks, with a possible bond vigilante revenge scenario.Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious? · Excess Returns · Oct 4
- Rising Treasury yields raise borrowing costs for companies, individuals and mortgages, a headwind for markets.Why the SEC’s Proposal to Get Rid of Quarterly Reporting Is Bad for Investors · WSJ's Take On the Week · Oct 4
- Negative rates would push bond and income yields toward zero, hurting savers and income investors.How Negative Interest Rates Work (And What They Would Mean for the Economy) · The Plain Bagel · Oct 3
- Ten-year yields near multi-decade highs raise borrowing costs for governments, consumers and AI financing.The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis · The Canadian Investor · Oct 3
- The 10-year Treasury yield hit a high since 2007, lifting mortgage rates and borrowing costs.J Scott Explains Inflation, Interest Rates & the Economy · BiggerPockets Money · Oct 2
- A 5% 10-year yield and heavy AI debt issuance crowd out Treasuries and raise borrowing costs.Steve Eisman: One Company Could Break The AI Boom · Prof G Markets · Oct 2
- Surging Eurozone and US yields raise borrowing costs for governments, consumers and businesses.Zelenskyy says Putin’s gloves are off · FT News Briefing · Oct 2
- Ten-year yields above 5.25% have compressed tech multiples and pressured long-duration growth equities this year.AI Is Becoming a Stock Picker's Market · The Markets · Oct 2
- Long-end yields climbing toward 5.3 percent threaten equity valuations and risk-off pressure.10AM Hour: Contrarian Rate Call, Accenture CEO, Street Reaction to Micron Results 10/1/26 · Squawk on the Street · Oct 1
- The 10-year yield near 5.3% at multi-decade highs pressures equity valuations.10-Year Yield Tap 24-Year Highs; MU Earnings, AMZN & CEG Deal Power AI Stocks · Schwab Network · Oct 1
- Rising Treasury yields across maturities are presented as a warning of inflation and a possible Fed bailout.What Lurks Beneath the Surface? · Peak Prosperity · Oct 1
- French bonds have sold off while German and UK bonds lead, signaling stress on French debt.UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer' · UBS On-Air: Market Moves · Oct 1
- Rising long-term yields driven by fiscal binges, polarization and AI returns pressure government bonds.Central Banks in a Bind + Could AI Replace the FOMC? · The Spillover · Oct 1
- Rising 10- and 30-year yields pressure bond-proxy sectors and risk assets.Trump-Xi Summit: The Investment Playbook After the US-China Détente · InvestTalk · Sep 30
- Rising long-term yields and mortgage rates pressure equities and debt-funded AI buildout.Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26 · CNBC's "Fast Money" · Sep 30
- Long-dated yields hit multi-decade highs as supply swells and buyers retreat, pressuring bond prices.DHUnplugged #820: Gullible Markets · DHUnplugged Podcast · Sep 30
- Treasury yields at 5.3 percent and a 30-year near 5.65 signal pressure on stocks.Stocks Were Green. Then the Pros Started Selling. · Know Your Risk Podcast · Sep 30
- Rising long-term yields signal a sovereign debt problem and growing fiscal strain.No Living Investor Has Seen A Time Like This Before | Lawrence Lepard · Thoughtful Money with Adam Taggart · Sep 29
- Rising ten-year yields compete with stocks and could pressure equity multiples.Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT? · The Compound and Friends · Sep 29
- Rising Treasury yields and higher real rates pressure rate-sensitive sectors and borrowing costs.10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 · Squawk on the Street · Sep 28
- Host expects yields to keep rising while the Strait stays shut, pressuring equities and precious metals.Why the AI Winners May Not Be Big Tech · Know Your Risk Podcast · Sep 28
- The 10-year Treasury above 5.2% raises discount rates and borrowing costs broadly.Ep. 197 - Price of Money · The Investor Professor Podcast · Sep 28
- Global yields near highs, Japan front end at multi-decade highs and rising Fed tightening bets weigh on risk.Asymmetric risks in a busy week ahead · Saxo Market Call · Sep 28
- 10-year Treasury yield hit 5.23%, highest since 2007, as investors demand more pay for government debt risk.Will US-China Truce Break After US Midterm Elections? · Market Watch · Sep 28
- A 10-year yield jump to 5.21% is weighing on gold prices.Morning Briefing: North Star Reject Gold Fields Bid · Mining Stock Daily · Sep 28
- Yields rose again to 19-year highs, making government borrowing more expensive.Nvidia's record-breaking stock buyback · Marketplace All-in-One · Sep 28
- The 10-year yield near 5.3% and rising reflects weak demand for risk-free debt and pressure on bond prices.The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26 · The Exchange · Sep 30
- Ten-year yields near 5.3 to 5.7 percent hurt capital costs; long-bond holders suffered sharp drawdowns.Oil Drops, Yields Jump, Warsh Punishes The Economy, and The Housing Market Freeze | Money Moves · Millionaire Mindcast · Sep 30
- Long-end yields hit multi-decade highs, with heavy hyperscaler debt issuance and weak buyer demand straining the bond market.Global Macro, BTC Institutional Adoption, Anthropic IPO | BMTV Sep. 30, 2026 · Bitcoin Magazine Podcast · Sep 30
- Long-term Treasury yields at multi-decade highs threaten consumer purchasing power and valuations.Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26 · CNBC's "Fast Money" · Sep 29
- Rising yields and a bear flattening of the curve are seen as pressuring markets and funding.Low Conviction, High Crosscurrents — With Danny Kirsch · What's Next For Markets · Oct 4
- Rising yields near five percent weigh on equities and widen fiscal and refinancing pressures.Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild · RiskReversal Pod · Oct 2
- Long-end yields rose near 5.2 percent on firm spending and deficits, pressuring valuations.Closing Bell Overtime: Nvidia hits all-time high 10/2/26 · Closing Bell · Oct 2
- Real yields near multi-decade highs narrow the equity risk premium and pressure value stocks.Alternatives for Dwindling Equity Risk Premiums · Behind the Markets Podcast · Oct 2
- Treasury yields hit a 24-year high and high-yield bond sales sold off, signaling tough borrowing conditions.Mortgage Rates Hit Multi-Year High, Can Nike Be Saved?, Powering Data Center Demand 10/1/26 · Power Lunch · Oct 1
- Rising global yields and possible Fed hikes pressure asset markets and government finances.Bitcoin Bull Market, Global Liquidity, ETF Flows | BMTV Oct. 01, 2026 · Bitcoin Magazine Podcast · Oct 1
- Rising 10-year yields near 5.3% are expected to become a headwind for stocks.Sozzi weighs in on Micron's blowout quarter &chats with Meta's former CTO · Sozzi Unleashed · Oct 1
- Bonds had their worst quarter in about 22 years and yields remain near multi-decade highs.9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 · Squawk on the Street · Oct 1
- Rising 10-year yields and expected rate hikes pressure consumers and mirror declines in McDonald's stock.$2 Trillion AI IPO Mania, Death Penalty Debates, and America.gov’s Bold Play | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Sep 30
- Rising long-term yields and global rate pressure weigh on housing, borrowers and long-duration assets.First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26 · Power Lunch · Sep 30
- Long-end Treasury yields near 5.6% and a sharp 10-year rise pressure stocks and housing.9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · Squawk on the Street · Sep 30
- Hosts argue weak demand forces higher Treasury yields and pressures existing bond holders.Things Mainstream Media “Forgot” to Tell You in September · Sovereign Finance · Sep 29
- Ten-year yield at a 52-week high and mortgage rates at multi-year highs spook markets.FogCutter Live Episode #67 - Rates Rising Again? What It Could Mean for Earnings & the Market · FogCutter Live · Sep 29
- Rising long-term yields signal loss of control of the bond market and pressure on asset prices."If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum · BTC Sessions · Sep 29
- Bond rates are rising and foreign central banks are reducing Treasury holdings, raising risk premiums.6: BREAKING: September Jobs Report Falls Far Short of Forecasts (w/JVL) · Receipts with Catherine Rampell · Oct 2
- The 10-year yield near 5.3%, the highest since 2002, signals stress that could break something.Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · The Real Eisman Playbook · Oct 2
- Insatiable memory cycle: 'demand is only getting stronger' · the daily moo · Oct 1
- Rising 10- and 20-year yields pull money from stocks and raise the appeal of bonds over risk assets.Uptober Begins?🚀Tom Lee Calls For $50k ETH Potential 🔥 · The Paul Barron Crypto Show · Oct 1
- Speakers cite multi-decade-high yields making US government debt extremely expensive to service.Interview: Stablecoins Turn Your Money Into Government Permission · The REAL David Knight Show · Oct 1
- Rising Treasury yields and wider spreads make data-center debt far costlier to refinance.Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · Monetary Matters with Jack Farley · Oct 1
- Long-dated US yields near multi-decade highs act as gravity on asset prices.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Live Well ft. Lance Alexander · Oct 1
- Long-term yields are rising on fiscal concerns, and Treasury buybacks offer little relief against the rate trend.The Bridge Ep. 23: Can AI Deliver Returns, Not Just Hype? · The Bridge by iCapital · Sep 30
- Yields rose across the curve to multi-decade highs, pressuring equities and adding to federal interest costs."You Have to Be Willing to Change Strategy" – Scott Sheffield, Author of "From Tehran to the Permian" · C.O.B. Tuesday · Sep 30
- 30-year yield hit its highest since 2002, pressuring equities and raising rate-hike expectations.OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26 · Power Lunch · Sep 29
- Murrin expects bond prices to fall and yields to rise as deficits and rearmament costs grow.David Murrin: Surviving the Shocks and Brutality of the West's Arrogance · The Competent Investor · Sep 29
- Rapid rise in 10-year and 2-year yields pressures rate-sensitive stocks like utilities and homebuilders.A Wild Day of AI Developments 9/29/26 · Closing Bell · Sep 29
- Long bond yields above 5.5% and rising inflation expectations pressure equities and rate-cut hopes.9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 · Squawk on the Street · Sep 28
- Hosts note elevated long-end US bond yields pressuring REIT prices and dividend yields rising.Reviewing Our Q3 - It Was Going So Well.... · Playing FTSE · Oct 4
- Ten-year yields above 5 percent make borrowing for data centers expensive.Episode 120 - Microsoft + Nvidia Contracts… So Why Did IREN Collapse? · Personal Finance Cat · Oct 4
- Treasury yields hit multi-decade highs and the speakers expect them to stay elevated.October 2nd, 2026| AI Credit Card Spending, Office Real Estate Opportunities, The Fed’s Tough Decision, Huawei vs Nvidia, Nasdaq’s Hidden Market Weakness, Municipal Bonds Aren’t Tax-Free & More · Smart Investing with Brent & Chase Wilsey · Oct 2
- Ten-year yield at a two-decade high signals investors distrust the war plan.The Week: An IPO False Start, an Agent That Goes Shopping, and a War We Keep Paying For · The Prof G Pod with Scott Galloway · Oct 2
- Rising yields and real rates are tightening financial conditions and pressuring weaker borrowers.11AM Hour: September Jobs Below Expectations, Mortgage Rates on the Rise & Domyn CEO on AI 10/2/26 · Squawk on the Street · Oct 2
- Long-dated US yields near 25-year highs signal the bond market doubts inflation is under control.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Money and Me · Oct 1
- Elevated Treasury yields pull investors away from non-yielding assets like Bitcoin.MetaFools | Bitcoin News · Bitcoin And | Bitcoin & Economic News · Oct 1
- Yields remain near multi-decade highs and global fiscal competition for capital keeps pressure on.10AM Hour: Contrarian Market Call, Micron Results Preview, New Eli Lilly Weight-Loss Data 9/30/26 · Squawk on the Street · Sep 30
- Yields hit cycle highs and high-yield spreads are widening, signalling tightening financial conditions.Burnham declares end of Thatcherism. Micron earnings on tap. · Saxo Market Call · Sep 30
- Rising 10-year and 30-year yields are pressuring equities and rate-sensitive sectors.11AM Hour: Carnival CEO on Earnings, Tech Sector Opportunity & OpenAI's Developer Day 9/29/26 · Squawk on the Street · Sep 29
- Ten-year yields at multi-year highs tighten financial conditions and pressure risk assets.The Crypto Rally Just Got DESTROYED... Bull Trap or Buying Opportunity? · Market Mates · Sep 29
- Ten-year and thirty-year yields at multi-year highs raise financing costs and risk a sell-off.Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points · Basis Points · Sep 28
- Bond yields rose to multi-year highs, making government borrowing more expensive.Nvidia's record-breaking stock buyback · Marketplace · Sep 28
- High long-term yields and rising mortgage rates are seen as a drag on the economy and housing.Payrolls Rose 29,000. Micron Guided $61.5B. AMD Bought World Labs. | Ep 59 · Futurum Equities Podcast · Oct 2
- Treasury yields hit highest levels since 2002, pressuring markets during the week.AI Safety with a Facebook Whistleblower & A $110B Media Merger 10/2/26 · Squawk Pod · Oct 2
- Rising bond yields and quantitative easing uncertainty could pressure asset prices and borrowing costs.Ireland’s economic outlook ahead of Budget 2027 and agentic AI going rogue · Inside Business with Ciaran Hancock · Sep 30
- The 10-year yield above 5.25 pressured stocks, and higher rates weigh on valuation multiples.9AM HOUR: Anthropic's IPO Prospectus, AI Summit at the White House, Oura Postpones IPO 9/29/26 · Squawk on the Street · Sep 29
- Treasury yields hit multi-year highs, a headwind for risk assets.Regulators Delay Approval for Boeing’s 737 MAX 10 · WSJ What’s News · Sep 28
- Uncertainty about interest rates and inflation is creating volatility and hurting IPO windows.Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat? · More or Less · Oct 2
- Rising long-end yields and inflation expectations have hit risk markets broadly.The Upside: Ticker Talk with ÉJB: Ep16 - Making sense of quantitative investing with Max Naylor · The Upside · Oct 1
- Rising 10-year and 30-year yields, with the 30-year at its highest since 2002, pressure stocks.Sam Altman Live at OpenAI Dev Day 9/29/26 · Halftime Report · Sep 29
Mixed 17
- Yields rose sharply on policy repricing, creating both mark-to-market losses and higher entry income opportunities.The View Beyond: Higher yields, risk or opportunity? · Moving Markets · Oct 3
- Yields rising sharply, but attractive income and asymmetric return potential make bonds more interesting.Top of the Morning: CIO Strategy Snapshot - Implications of higher rates · UBS On-Air: Market Moves · Sep 29
- Green sees bonds mispriced and a buying opportunity, but warns the sell-off could extend further.Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity · Prof G Markets · Sep 29
- Yields spiked then reversed; panelists debate whether the rate peak is in and where bonds head next.Rate Peak or Pause?... Nike Reports Results 10/1/26 · CNBC's "Fast Money" · Oct 1
- Covers developed market rates arbitrage opportunities and inefficiencies, with both persistent mispricing and fluid, unpredictable conditions.Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517) · Capital Allocators · Sep 28
- Yields rose on real rates and supply, but gridlock and Treasury issuance changes could bring a later rally.MacroVoices #552 David Rosenberg: Navigating The Noise · Macro Voices · Oct 1
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- Yields surging despite cool inflation raises fears of a break, though hosts argue 5%+ yields are historically normal.ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS · Bankless · Oct 2
- Yields near 5% are elevated, seen as a possible gift but also tightening pressure on risk assets.Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit · Wealthion · Sep 30
- Bond volatility could spill into equities, but two-year yields already look too hawkish relative to Fed projections.The Stock Market’s Bad Breadth · Thoughts on the Market · Sep 28
- Yields fell on the jobs report, but government debt worries fueled a global bond selloff.9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · Squawk on the Street · Oct 2
- Yields are rising on healthy growth, but deficits and heavy debt issuance pressure valuations and bond prices.Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26 · Power Lunch · Oct 2
- Higher yields offer attractive income on Treasuries and bonds but carry currency and inflation risks.Money and Me: Rising interest rates - Should you buy T-Bills, REITs, Bank Stocks or Gold? · Live Well ft. Lance Alexander · Sep 29
- Yields near multi-decade highs; some see value in bonds, others see pressure on risk assets.10AM Hour: New AI Safety Warnings, MongoDB Interim CEO, Alaska Air Group CEO 9/29/26 · Squawk on the Street · Sep 29
- Rising rates make bonds less attractive, but high long-term yields are seen as a tactical opportunity.914 INC's 2026 CEO & Leadership Excellence Awards, featuring Chris Calabro, founder of CPC Wealth Management. · Westchester Talk Radio · Oct 2
- Yields rose despite soft jobs data; panelists see Treasuries as overdone and due for mean reversion.Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26 · CNBC's "Fast Money" · Oct 2
- Ten-year Treasury yields above 5 percent draw buyers, but debt and inflation fears pressure the long end.MAINE WIRE REPORTER JOINS THE SHOW AFTER NEARLY BEING RUN OVER · The Scott Jennings Podcast · Oct 2
- Yields fell on the jobs miss, but the guest sees a structural bond supply-demand imbalance that could persist.September saw gain of only 29K jobs, Nike turnaround put into question as sales slip · The 8:30 · Oct 2
Neutral 10
- Historical and structural discussion of bonds as the core of credit; treated factually with some caution about current debt.Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust · The Long View · Sep 29
- Discussed factually as the core arbitrage arena, with inefficiencies in developed market rates and corporate bonds persisting.Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517) · Capital Allocators – Inside the Institutional Investment Industry · Sep 28
- Yields stayed elevated near 5.27 percent, with debate over supply, real rates and debt management.11AM Hour: Schwab CEO, Counselor to the Treasury Secretary David Zervos & Expectations for Micron Earnings 9/30/26 · Squawk on the Street · Sep 30
- Speakers argue rising 10-year yields to around 5.25% need not hurt Bitcoin, which has risen anyway.Bitcoin DOUBLED The Last Time Rates Got This High | Mark Yusko · The Wolf Of All Streets · Sep 29
- Long-term Treasury yields fell after major AI model releases, suggesting investors price transformative AI effects.AI, Financial Markets, and the Economy · Knowledge at Wharton · Sep 28
- Discussion of yields dropping after a weak jobs report and the Fed's next move.BTC Price Targets, On-Chain Signals, Currency Wars | BMTV Oct. 02, 2026 · Bitcoin Magazine Podcast · Oct 2
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- Discussed as a misunderstood asset class that individual investors struggle to handle.October 2, 2026 – Magnus Financial Group Ron Deutsch and Tough Enough Matt Hunter · School for Startups Radio · Oct 2
- Yield rise is attributed to corporate borrowing crowding out Treasuries, not government deficits or inflation.Rob Spivey: He Found Six Small Defense Stocks Positioned for the Coming Spending Spree · Stansberry Investor Hour · Sep 29
- Discussed mainly through depressed interest rates and the credit system's funding dynamics rather than market positioning.Why the China Threat Is Overblown | Logan Wright · Hidden Forces · Sep 28
- Discussion of the risk-free rate versus staking yields and Treasury CDS pricing.The Chopping Block: Bitget's 387 Million Dollar Hack, Kalshi's Cooked Perps Volume, and Agentic Bank Runs · Unchained · Oct 2
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Shows that covered it most
- Squawk on the Street14
- CNBC's "Fast Money"5
- Power Lunch5
- UBS On-Air: Market Moves5
- Know Your Risk Podcast3
- Saxo Market Call3
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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