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Bonds Take Center Stage as Inflation Pressure Builds
After months of market attention on war and AI, bond yields are now driving the conversation as investors weigh inflation, deficits, demand for Treasuries, and the Fed’s next move.
Chuck Zodda and Mike Armstrong discuss why bond yields are rising, why the explanation is more complicated than simply blaming the deficit, and how a changing rate environment could affect balanced portfolios. They also cover why future job reports may look underwhelming, how flat labor supply could keep wage and inflation pressure elevated, why renters investing instead of buying homes need discipline, and how…
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