The Silver Lining
Us mortgage rates and bond yields spike as markets price in Trump winning the election
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8 episodes
Yields Move Lower as Labor Market Weakens
Brads discusses the labor market, bond yields and BLS jobs numbers revision
Excessive Rate Cuts Could Backfire
Brad discusses how cutting interest rates too quickly could have negative consequences.
Tariff Consequences and Market Update
Brad talks about the impact of tariffs and trade uncertainty.
Rates in the US
Rates peaking in the US as housing and trade partners struggle.
Mortgage Rates Spike
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