Why Trump’s Big Beautiful Bill could bring a reckoning to the bond market

Why Trump’s Big Beautiful Bill could bring a reckoning to the bond market

Wild movements in the bond market have been one of the biggest stories on Wall Street in 2025. In part, the climb in yields on US debt has reflected rising concerns about the country’s fiscal position. Those worries have now been compounded by a new Trump tax bill that promises to add trillions to the US’s already bloated deficit. While professionals say investors haven’t lost trust in the US’s ability to honor its debt, they will continue to demand higher yields to compensate for the rising risk. That could have major ramifications in markets for everything from the demand for Nvidia’s (NVDA) stock to housing. Yahoo Finance executive editor Brian Sozzi talks on the Opening Bid podcast with BlackRock (BLK) Global Chief Investment Officer of Fixed Income Rick Rieder, one of the top minds in the bond market. Rieder reveals his latest thinking on fixed income as he manages $2.7 trillion in assets at BlackRock. Rieder also weighs in on the outlook for stocks in the face of what could be higher interest rates for longer from the Federal Reserve. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(251)

This founder dropped out of Harvard to reinvent stock picking

This founder dropped out of Harvard to reinvent stock picking

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How Masterclass built a $475M online education giant

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Investing in education by channeling those at the very top of their field. David Rogier founded Masterclass in 2015. It’s the well-known streaming education platform founded on the mission to democrat...

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Anthony Scaramucci on Trump Slump and crypto crash

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Some on Wall Street are calling it the Trump Slump. The president’s signature tariffs were struck down by the Supreme Court, dealing a fresh blow to the White House. Meanwhile, the US economy slowed m...

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The playbook behind this company's explosive growth

Before starting his brand in 2013 with his twin brother, Alex Faherty built his business expertise in private equity at powerhouse Cerberus Capital Management. His brother developed top design skills ...

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Phoebe Gates is using AI to reinvent shopping

Phoebe Gates is using AI to reinvent shopping

Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Phoebe Gates. Gates — the youngest child of Microsoft (MSFT) Co-Founder Bill Gates and Philanthropist Melind...

19 Feb 24min

AI is disrupting drug discovery faster than expected

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If you aren’t paying attention to the companies behind a new wave of AI-driven drug development, you may end up missing out on essential investment opportunities. One company that has caught our atten...

17 Feb 24min

Are collectibles the next big investment boom?

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The world of collectibles — from toys to unopened card boxes — remains red hot. And when you want to know anything about collectibles, there are only two places to head: one, the new collectibles hub ...

12 Feb 27min

From near bankruptcy to a $1B deal in just 40 days

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From an entrepreneur to trying to reinvent a claim to fame to win in the era of artificial intelligence. This is where we find Ring's chief inventor, Jamie Siminoff. Siminoff founded Ring in 2013, whi...

9 Feb 24min

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