The Fed’s Worst Nightmare Is Here | Jim Bianco

Bianco, President of Bianco Research, joins Maggie Lake at a critical moment for markets: oil prices remain elevated, global bond yields are under pressure, and investors are suddenly questioning whether the Fed can cut rates at all. Bianco explains why the bond market is reacting to renewed inflation risk, why the path from expected rate cuts to possible rate hikes has happened so quickly, and why higher Treasury yields could eventually start to weigh on stocks. He also breaks down the narrow AI-led rally, with Nvidia earnings putting the market’s dependence on chip stocks and data-center spending back in focus. With bonds, oil, inflation, the Fed, and AI all colliding, Bianco lays out what investors should watch next — and why the market may be more fragile than the indexes suggest.

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