What's driving up the 30-year Treasury yield?
Summary
Marketplace examines rising 30-year Treasury yields driven by US debt concerns and AI bond competition. The episode analyzes China’s slowing economy, weak consumer confidence, and global trade impacts with Adam Posen. It also covers AT&T’s earnings, chaotic tariff policies, and the Federal Reserve’s efforts to anchor inflation expectations amid geopolitical uncertainty.
Topics discussed
Sponsors: Cornerstone and Odoo
Rising 30-year Treasury yields and bond market signals
Market overview: Bonds, oil, and stocks
China's slowing economy and global impact
AT&T earnings and bundling strategy
Market numbers: Dow, Nasdaq, S&P 500
Sponsors: Cornerstone, ShipStation, and Odoo
Tariff chaos and logistics confusion
Anchoring inflation expectations and Fed credibility
Google earnings and AI capex
Preview: Geoengineering and climate solutions
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