Inflation, energy, and bond market interventions
Sep 11, 2026 · 6m
Summary
Marketplace discusses steady US inflation at 3.4% and rising bond yields, with guest Russ Mold analyzing market reactions to Treasury interventions and the Federal Reserve’s likely rate hike. The episode also covers volatile oil markets driven by renewed US-Iran tensions and technical short-covering, alongside global central bank moves. A segment with Canadian farmer Jay Wilmott explores how trade tensions are pushing businesses to diversify away from US markets.
Topics discussed
Sponsor: Pega AI platform and cost efficiency
Sponsor: Kachava cinnamon french toast shake
Intro: August CPI data and inflation overview
Market reaction to inflation and US Treasury interventions
Effectiveness of currency and bond market interventions
Energy markets: Oil prices and geopolitical tensions
Central bank decisions: ECB, Fed, and BoE outlook
Closing remarks on central bank expectations
Sponsor: Pega Blueprint for AI governance
Sponsor: Odu all-in-one business software
Trade war: Impact on Canadian business and strategy
Long-term outlook for US-Canada trade relations
Credits and production team acknowledgments
Promo: Marketplace podcast subscription
Sponsor: Kachava cinnamon french toast shake
Listen ad-free on Castria