Tag: Bonds
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Wealthion Macro Bites 9/3/25
Mounting concerns over long-term inflation and sovereign debt levels are extending a global slide in long-dated bonds. The 30-year Japanese government bond (JGB) yield touched an unprecedented 3.255% on Wednesday after the 30-year Treasury yield brushed 5% and the 30-year […]
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Wealthion Macro Bites 9/2/25
On Friday, the U.S. Court of Appeals for the Federal Circuit ruled (7-4) that President Trump’s broad use of the International Emergency Economic Powers Act (IEEPA) to impose tariffs on many countries was an overreach of his authority and therefore illegal. The ruling […]
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David Woo: Trade War Will Be Back In July — Stocks Are Tariff-Doomed!
Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get […]
