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Surging Bond Yields Pile Pressure on the Fed

Sep 15, 2026 · 15m

Summary

The Supreme Court blocked new federal mail ballot rules ahead of midterms, while the EPA moves to unwind key carbon emission regulations. The Fed is expected to hike rates as 10-year Treasury yields hit near 20-year highs, prompting analysis on global bond sell-offs and fiscal concerns. Additionally, the episode covers rising oil prices due to Middle East conflicts, China’s weak domestic demand, and Hollywood’s upcoming films focused on tech industry leaders.

Topics discussed

Janice Henderson and Jessica Lizini introduction Preview of top headlines and business stories Show introduction and date announcement Supreme Court blocks new mail ballot rules EPA unwinds key carbon emission regulations Kennedy Center closure threat over naming rights Senator McConnell returns to Congress Fed meeting preview and rising treasury yields Interview with Shi Lo on market volatility and Fed policy Sponsor segment for Altana AI Oil prices rise amid Middle East supply issues China's weak domestic demand and export growth Hollywood films focusing on tech industry titans Closing remarks and production credits Sponsor segment for AWS AI
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