Sep 5, 2026 · 6 min · 7 segments
What caused bond yields to surge this week? And why is Nvidia expanding its presence in the AI boom? Plus, how did markets react to Apple's new CEO in his first week? Host Shradha Dinesh discusses the…
Shradha DineshHost
The conflict in the Middle East was back at the forefront for investors this week as renewed fighting in the Strait of Hormuz sent Brent crude back above ninety dollars a barrel, ending the week at about ninety-six dollars.
The rise in energy prices fueled inflation concerns and pushed bond yields higher.
The S&P five hundred gained point one percent, and the Dow finished about a quarter of a percent lower.
Bond yields around the world hit new multi-year highs this week, lifted by a confluence of factors, including the sharp climb in energy prices driven by the war in Iran, worries about runaway government spending, uncertainty from a new Fed chairman, and the huge surge in corporate bond issuance to fund the AI build-out.
Ten-year Treasury yields rose to four point seven eight three percent, reversing the declines that led up to the report.
A strong labor market adds to expectations that the Fed could raise interest rates this month.
On Friday, interest rate futures placed the odds at sixty forty in favor of a September hike, up from a fifty-fifty coin toss the day prior.
The conflict in the Middle East was back at the forefront for investors this week as renewed fighting in the Strait of Hormuz sent Brent crude back above ninety dollars a barrel, ending the week at about ninety-six dollars.
The rise in energy prices fueled inflation concerns and pushed bond yields higher.
The S&P five hundred gained point one percent, and the Dow finished about a quarter of a percent lower.
Bond yields around the world hit new multi-year highs this week, lifted by a confluence of factors, including the sharp climb in energy prices driven by the war in Iran, worries about runaway government spending, uncertainty from a new Fed chairman, and the huge surge in corporate bond issuance to fund the AI build-out.
Ten-year Treasury yields rose to four point seven eight three percent, reversing the declines that led up to the report.
A strong labor market adds to expectations that the Fed could raise interest rates this month.
On Friday, interest rate futures placed the odds at sixty forty in favor of a September hike, up from a fifty-fifty coin toss the day prior.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.