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AI Risk, Bond Signals, and the Housing Reality Check
Markets are holding near record highs, but investors are still trying to understand what bond yields, AI concentration, and higher borrowing costs are really signaling.
Chuck Zodda and Mike Armstrong discuss why stocks have been stuck in a choppy range, what cross-market signals from bonds, the dollar, and gold may say about confidence in the U.S. economy, and why apartment landlords may be able to manage a wave of refinancing pressure. They also break down why car prices are getting harder to compare, how early retirees can think about health insurance before Medicare, why AI may be becoming…
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