Bond Market Fears Meet a Still-Strong Consumer

Podcast: The Financial Exchange Show · The Financial Exchange Network

Opublikowano: 2026-10-05

Treasury yields remain near multi-year highs, but the latest market signals do not yet point to a full-blown fiscal crisis. Chuck Zodda and Mike Armstrong discuss why rising Treasury yields have sparked concerns about the U.S. debt picture, what would actually signal a fiscal “apocalypse,” and why the dollar and gold are not confirming that narrative right now. They also break down Scott Bessent’s missed economic forecasts, why the bond market may be settling into a new range, how higher real rates could start to bite the economy, why consumer spending remains stronger than expected, and whethe...