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Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23

Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23

We’re breaking down the geopolitical fallout from the Israel-Hamas war ahead of President Biden’s speech. Plus, could the 10-year yield be headed to 4% as the “earnings recession” is about to end? We’ll debate. And what are the consequences of a House of Representatives with no Speaker? AEI’s James Pethokoukis joins us to dig into that.

The Exchange

October 10, 202345m 1s

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Show Notes

We’re breaking down the geopolitical fallout from the Israel-Hamas war ahead of President Biden’s speech. Plus, could the 10-year yield be headed to 4% as the “earnings recession” is about to end? We’ll debate. And what are the consequences of a House of Representatives with no Speaker? AEI’s James Pethokoukis joins us to dig into that.


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