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

Avsnitt(2099)

Software Selloff, Gold at $5K, and Crypto Slips Again — Palvatar’s Market Recap

Software Selloff, Gold at $5K, and Crypto Slips Again — Palvatar’s Market Recap

Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today’s key macro and market headlines — from Claude’s AI plugin rattling software firms to AMD’s...

4 Feb 5min

Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap

Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap

Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, sil...

3 Feb 6min

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Welcome back to the markets after a brutal weekend. Gold just had its worst day since 1983, crashing 9%, while silver fell a staggering 27%—the largest drop ever recorded. Add to that steep decline...

2 Feb 7min

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain wea...

2 Feb 33min

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 1...

30 Jan 8min

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

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Trading the Markets: January 28, 2026 | Kris Bullock and Nico Brugge

Trading the Markets: January 28, 2026 | Kris Bullock and Nico Brugge

🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking que...

28 Jan 33min

Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026

Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

28 Jan 7min

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