Why Yields Will Go Higher ... and Then Sharply Lower

Why Yields Will Go Higher ... and Then Sharply Lower

U.S. stocks fell sharply on Tuesday, with the Nasdaq Composite leading to the downside with a 3.0% loss two hours short of the close of the day’s regular trading, the S&P 500 off 2.1%, and the Dow Jones Industrial Average lower by 1.6%. Today’s selling reflects concern about growth in the face of what seems to be inexorable inflation, as widespread COVID-19 testing in Beijing augurs a lockdown of the biggest city in the world’s second-largest economy. Concerning the war in Eastern Europe, Moscow will stop sending natural gas to Poland on Wednesday, and Russian Foreign Minister Sergei Lavrov warned there’s a “serious” risk of nuclear war over Ukraine. The Federal Reserve’s increasingly hawkish tone is having its effect, as mortgage rates have moved sharply higher. Home prices are still rising, but new home purchases slipped 8.6% to a 763,000 annualized pace. Mortgage refinance demand is also slowing rapidly. “But there's all this pent up demand they said... not at higher rates there isn’t,” notes Steven Van Metre. Van Metre, founder of Steven Van Metre Financial, says interest rates will eventually go down again, to new record lows, as a simple matter of supply and demand. He joins Maggie Lake for today’s Real Vision Daily Briefing to talk about growth, inflation, and the trajectory of interest rates. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3vhH31G Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2081)

Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

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Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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Fed Rate Cut, Rising Jobless Claims, and Pressure on Risk Assets: PALvatar Market Recap, December 11 2025

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11 Des 20253min

Trading the Markets: December 10, 2025

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Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at ...

10 Des 202524min

Fed Expectations, Easing Inflation, and Global Market Caution: PALvatar Market Recap, December 10 2025

Fed Expectations, Easing Inflation, and Global Market Caution: PALvatar Market Recap, December 10 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Pa...

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Fed Decision Anticipation, JOLTS Expectations, and Germany’s Trade Surprise: PALvatar Market Recap, December 09 2025

Fed Decision Anticipation, JOLTS Expectations, and Germany’s Trade Surprise: PALvatar Market Recap, December 09 2025

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All Eyes on Rate Cuts? | Macro Mondays: December 8, 2025

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🔥 Cyber Monday chance here: https://rvtv.io/4ps8gYF Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Rese...

8 Des 202534min

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