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Noble: U.S. Will Lose ‘Capital War’, Watch Bond Market

Noble: U.S. Will Lose ‘Capital War’, Watch Bond Market

Schwab Network · Schwab Network

June 4, 20259m 32s

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Show Notes

“I’ve got indigestion from the market.” George Noble counsels caution, saying the market is bad at pricing uncertainty. He focuses on U.S. dollar weakness and the implications for equities: the U.S. “may win the trade war” but will “lose the capital war.” He thinks the bond market is the “thing to watch” right now, and that investors should buy gold.


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