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

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'You have to stick to your guns a little bit': The AI trade

'You have to stick to your guns a little bit': The AI trade

"You have to stick to your guns a little bit" says Drew Pettit, Citi Director of US Equity Strategy when asked about investor euphoria, market bubbles and AI general: the latter remains one of its top...

29 Juli 202425min

Warren Buffett is turning 94 – should you still invest in the billionaire?

Warren Buffett is turning 94 – should you still invest in the billionaire?

Warren Buffett has another milestone birthday coming up – 94 years young. The birthday will inevitably have investors wondering how much longer the billionaire investor will stay atop Berkshire Hathaw...

26 Juli 202425min

Ignore the election, fear the short-term AI trade: Mike Wilson

Ignore the election, fear the short-term AI trade: Mike Wilson

It’s a fascinating time in the markets to say the very least. Despite what looks to be a heated presidential contest between former President Donald Trump and Vice President Kamala Harris, stocks cont...

24 Juli 202425min

6 hot takes for investors now that Trump may be facing Kamala Harris: SPECIAL REPORT

6 hot takes for investors now that Trump may be facing Kamala Harris: SPECIAL REPORT

So much for another Trump vs. Biden debate! President Biden has stunned the world by announcing he will not seek re-election. In the process, he has tossed his support to his Vice President Kamala Har...

22 Juli 20248min

Why the Trump 2.0 trade is over

Why the Trump 2.0 trade is over

Yahoo Finance Executive Editor Brian Sozzi has a lively discussion with tastylive Founder & CEO Tom Sosnoff. Sosnoff is viewed by many traders as the Godfather of trading, having co-founded popular pl...

22 Juli 202425min

Why AI-powered human-like robots running amok won’t happen

Why AI-powered human-like robots running amok won’t happen

Going uncovered in the run-up to the presidential election is the view each candidate has on the hard-charging world of artificial intelligence. The next president will have a major task on their hand...

19 Juli 202425min

7 hot takeaways from Trump’s fiery RNC speech: SPECIAL REPORT

7 hot takeaways from Trump’s fiery RNC speech: SPECIAL REPORT

Former President Trump was fired up as usual as he addressed the Republican National Convention. From shouting out his famous friends at the event such as Hulk Hogan and Dana White to hinting at the r...

19 Juli 20248min

From the RNC: Trump will crush inflation and pump through tax cuts

From the RNC: Trump will crush inflation and pump through tax cuts

Not many details are known about what the economic agenda of a second Trump presidency would look like relative to his first go around. Trump has promised lower taxes on corporations and households. H...

17 Juli 202412min

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