All right. Um, when we're talking about a government shutdown, again, we're going to have a lot of equity analysts and people focused on the stock market saying it's not going to have the big impact. What about the bond market.We have had some guests that that that at least expect some reaction from the bond market if there is a shutdown. Yeah, we could see bond yields uh increase higher based upon the uncertainty of what the Fed might do with the withhold of that information on the job markets on Friday if ...

Deutsche Bank CEO Christian Sewing said he expects bond yields to remain elevated in coming months as governments across the world struggle to implement reforms and fiscal discipline https://t.co/C91rjNwVAG ...

Garcia. Politics aside, I mean, listen, Cook might stay. We don't know.She might voluntarily resign and then Trump gets replaced or a court will uphold that this is valid and she gets replaced. If she does indeed leave the board in some form and a dove comes in, does it change the way we should look at the Fed or interest rates. >> Well, I think that we should be looking at this either way because I think regardless of what happens, clearly Trump is putting a lot of pressure here.Powell is going to be out n ...

Market Trends - US short-dated bonds yields are near their lowest level in more than three months [1] - Traders are convinced that the Federal Reserve will cut interest rates next month [1]

Interest Rate and Bond Market - The market anticipates potential rate cuts by the Federal Reserve, influenced by Powell's testimony, which outlines paths to rate cuts, contingent on factors like tariffs [3] - Without tariffs, rates could potentially be 100 basis points lower, influencing bond yields [4] - The Fed might consider a smaller rate cut in September, followed by a potentially larger cut, depending on upcoming data [4] - Faster and sooner rate cuts by the Fed could lead to rising yields [5] Treasury Market and Foreign Buyers - Concerns about foreign buyers stepping away from treasuries have diminished amidst the equity rally [6] - There's still pressure on the long end of the yield curve due to the budget bill, energy shocks, and tariffs, potentially leading to higher yields [6] - The current counter-rally might be driven by domestic players and technical factors, but the underlying story of pressure on the long end hasn't fundamentally changed [6] Dollar and Currency Dynamics - The dollar is near a three-year low, potentially due to relief in markets benefiting other currencies [7] - Currencies benefiting from tariff or geopolitical relief tend to rally, while the dollar weakens [8] - If treasuries face more pressure, the dollar is likely to weaken [8]