Yields Surge, Stocks Fall… And Apple’s Foldable Phone 9/9/26
Summary
Fast Money covers rising Treasury yields and the Treasury’s unprecedented bond-buying strategy, debating if it signals market hubris. Guests analyze upcoming inflation data and Fed meeting risks, noting supply-side pressures and contracting real wages. The show also reviews Apple’s launch of the $2,000 foldable iPhone Duo, Meta’s new AI agent, and weakness in consumer retail stocks.
Topics discussed
Sponsor: Edward Jones
Intro: Market overview and desk introductions
Treasury bond buybacks and rising yields debate
AI capex, debt risks, and market tipping points
Interview: Greg Daco on inflation and Fed policy
Global rates and energy sector performance
Preview: Retail stocks and Meta AI rally
Sponsor: Discover Cashback Card
Consumer stocks under pressure and tariff refunds
Sponsor: Discover Cashback Card
Sponsor: Energy Transfer
Meta AI agent launch and stock outlook
Preview: Apple event and AI safety warning
Market moves: T-Mobile, Adobe, and OpenAI
Apple iPhone Duo launch and Siri AI updates
Interview: Jean Munster on Apple foldable impact
AI safety risks and cybersecurity stocks
Oracle earnings preview and final trades
Outro and disclaimers
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