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Explaining Yesterday’s Market Reaction in Equities and Bonds

Explaining Yesterday’s Market Reaction in Equities and Bonds

Schwab Network · Schwab Network

September 3, 202510m 3s

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Show Notes

Robert Conzo explains yesterday’s bond market reaction to a U.S. appeals judge ruling most of Trump’s tariffs illegal, and contrasts it to equity market moves. He also looks at the Fed’s dual mandate, with labor markets more of a concern – and questioning around the accuracy of those numbers. He argues inflation is under control and not as much of an issue on the minds of investors or corporations. Robert thinks the market might be in a holding pattern but is still bullish on the AI trade.


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