# bond yields (blogs) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover bond yields. Page: Feed: --- ## [Busted bonds and bouncing gold](https://www.macleodfinance.com/p/busted-bonds-and-bouncing-gold) _2026-08-21 · Alasdair Macleod · MacleodFinance Substack_ $40 trillion and counting. Bessent forced to buy USTs to keep yields down. These headlines are undermining the dollar’s credibility which is why gold is now rising strongly. ## [Treasury Bond Manipulation Is Failing Already. What’s Next?](https://mishtalk.com/economics/treasury-bond-manipulation-is-failing-already-whats-next/) _2026-08-20 · Mike Shedlock · MishTalk_ Also, we have a severe clash between fed policy and Treasury bond manipulations. ## [Bessent Says He Doesn’t Understand Oil Prices. I Can Help](https://mishtalk.com/economics/bessent-says-he-doesnt-understand-oil-prices-i-can-help/) _2026-08-20 · Mike Shedlock · MishTalk_ He should read this blog, or ZeroHedge, or OilPrice. Here's a cheat sheet. ## [Good Morning Farmers. Diesel Is Only 27 Cents from a Record High](https://mishtalk.com/economics/good-morning-farmers-diesel-is-only-27-cents-from-a-record-high/) _2026-08-20 · Mike Shedlock · MishTalk_ And crude is soaring again so Diesel rates to jump again tomorrow. ## [The yuan can replace the dollar](https://www.macleodfinance.com/p/the-yuan-can-replace-the-dollar) _2026-08-20 · Alasdair Macleod · MacleodFinance Substack_ Robert Triffin said that the US must run trade deficits to ensure sufficient dollars abroad to be a reserve currency. That would eliminate the yuan from this role. But he was wrong. ## [US Debt Tops $40 Trillion, the Pace Is What’s Most Alarming](https://mishtalk.com/economics/us-debt-tops-40-trillion-the-pace-is-whats-most-alarming/) _2026-08-20 · Mike Shedlock · MishTalk_ Debt topped $40 trillion today. But let's discuss what really matters. ## [Long-Term Bond Yields Dive, Gold Soars as Treasury Manipulates Bond Yields](https://mishtalk.com/economics/long-term-bond-yields-dive-gold-soars-as-treasury-manipulates-bond-yields/) _2026-08-19 · Mike Shedlock · MishTalk_ What market manipulation is next? Diesel crack spreads? ## [A Few Things which Caught My Attention](https://paulsenperspectives.substack.com/p/a-few-things-which-caught-my-attention) _2026-08-19 · Jim Paulsen · Paulsen Perspectives_ A few concepts and questions investors should ponder! ## [The importance of gold](https://www.macleodfinance.com/p/the-importance-of-gold) _2026-08-19 · Alasdair Macleod · MacleodFinance Substack_ In this short video in conjunction with VON GREYERZ AG I remind viewers of the importance of gold as a safe haven from rapidly increasing credit and currency risk. ## [When Will the Price of Diesel and Gasoline Hit New Record Highs?](https://mishtalk.com/economics/when-will-the-price-of-diesel-and-gasoline-hit-new-record-highs/) _2026-08-19 · Mike Shedlock · MishTalk_ Diesel will be first, likely soon. ## [Anthony Ettinger on LinkedIn (Sponsored)](https://crawlproof.com/a/3uJpipLongnB) _2026-08-19 · **Sponsored**_ Public LinkedIn profile at linkedin.com/in/anthonyettinger. ## [Trump Pauses 50% Tariffs on Canada for 3 Days, Plus a Tweet Potpourri](https://mishtalk.com/economics/trump-pauses-50tariffs-on-canada-for-3-days-plus-a-tweet-potpourri/) _2026-08-19 · Mike Shedlock · MishTalk_ We have a 3-day TACO plus a wide variety of disturbing Tweets to discuss. ## [Import and Export Prices Plunge in July on Energy Related Swing](https://mishtalk.com/economics/import-and-export-prices-plunge-in-july-on-energy-related-swing/) _2026-08-18 · Mike Shedlock · MishTalk_ The long-term charts tell a more compelling, and inflationary story. ## [This is why gold is now rising](https://www.macleodfinance.com/p/this-is-why-gold-is-now-rising) _2026-08-18 · Alasdair Macleod · MacleodFinance Substack_ It’s all going wrong for Trump and the US. Absent a nuclear attack on Iran, the US will have to withdraw from the Middle East. It will lead to the end of the fiat dollar. ## [US Diesel Crack Surpasses $100 a Barrel for the First Time, Farmers Suffer](https://mishtalk.com/economics/us-diesel-crack-surpasses-100-a-barrel-for-the-first-time-farmers-suffer/) _2026-08-18 · Mike Shedlock · MishTalk_ New record highs spreads in five of last six days. ## [Five Mideast Countries Debate the Merits of Keeping US Military Bases](https://mishtalk.com/economics/five-mideast-countries-debate-the-merits-of-keeping-us-military-bases/) _2026-08-17 · Mike Shedlock · MishTalk_ Also, Trump threatens to bomb Oman, an ally. ## [Rising Bond Yields Are a Warning to the US Treasury and the Fed](https://mishtalk.com/economics/rising-bond-yields-are-a-warning-to-the-us-treasury-and-the-fed/) _2026-08-17 · Mike Shedlock · MishTalk_ The Fed is not in a good spot. ## [Interview with As Good As Gold Australia](https://www.macleodfinance.com/p/interview-with-as-good-as-gold-australia-7fc) _2026-08-17 · Alasdair Macleod · MacleodFinance Substack_ This interviewwith Darrel and Brian Panes was last Wednesday ## [Trump Shuns South Korea, Touts “Very Good Relationship” with North Korea](https://mishtalk.com/economics/trump-shuns-south-korea-touts-very-good-relationship-with-north-korea/) _2026-08-17 · Mike Shedlock · MishTalk_ Is there a dictator Trump doesn't like? ## [The Colorado River, Lake Powell, Lake Mead Problem Finally Hits Crisis Level](https://mishtalk.com/economics/the-colorado-river-lake-powell-lake-mead-problem-finally-hits-crisis-level/) _2026-08-16 · Mike Shedlock · MishTalk_ There are more water rights than there is water. Higher prices will result. ## [Where Do You Spend Your Food Budget, at Home or Dining Out?](https://mishtalk.com/economics/where-do-you-spend-your-food-budget-at-home-or-dining-out/) _2026-08-16 · Mike Shedlock · MishTalk_ Starting April of 2022, people spent more on food service than grocery stores. ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/pE0HbRA8SrK3) _2026-08-16 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## [Market mayhem ahead](https://www.macleodfinance.com/p/market-mayhem-ahead) _2026-08-16 · Alasdair Macleod · MacleodFinance Substack_ Complacency over events in the Middle East is staggering. But rising gold and bond yields are now chipping away at this delusion. Slowly, then rapidly reality returns. ## [Which Party Will Win the Senate? Silver Bulletin Tipping Point Odds](https://mishtalk.com/economics/which-party-will-win-the-senate-silver-bulletin-tipping-point-odds/) _2026-08-16 · Mike Shedlock · MishTalk_ Nate Silver sees the Senate as a tossup. I disagree. ## [Ford and GM Seek Tariffs on Each Other, Consumers Want Neither](https://mishtalk.com/economics/ford-and-gm-seek-tariffs-on-each-other-consumers-want-neither/) _2026-08-15 · Mike Shedlock · MishTalk_ Ford wants tariffs on GM's South Korea-made cars. GM wants tariffs on Ford batteries. ## [Interview with Danny](https://www.macleodfinance.com/p/interview-with-danny) _2026-08-15 · Alasdair Macleod · MacleodFinance Substack_ This interview with Danny of CapitalCosm was conducted on Thursday ## [Trump Says “I’ll Never Apologize, You’re Just Paying a Tiny Bit More”](https://mishtalk.com/economics/trump-says-ill-never-apologize-youre-just-paying-a-tiny-bit-more/) _2026-08-15 · Mike Shedlock · MishTalk_ Trump just handed the Democrats another midterm election talking point. ## [Retail Sales Dive 0.6 Percent in July as Tax Refund Stimulus Abruptly Ends](https://mishtalk.com/economics/retail-sales-dive-0-6-percent-in-july-as-tax-refund-stimulus-abruptly-ends/) _2026-08-14 · Mike Shedlock · MishTalk_ The Republican tax refund stimulus is over. ## [Sentiment now positive for gold](https://www.macleodfinance.com/p/sentiment-now-positive-for-gold) _2026-08-14 · Alasdair Macleod · MacleodFinance Substack_ There’s a sea-change underway in investor attitudes towards gold and silver. Markets now see growing risk to the dollar as a consequence of oil supply disruption. ## [Trump Orders the Navy to Restore Steam Engine Tech on Aircraft Carriers](https://mishtalk.com/economics/trump-orders-the-navy-to-restore-steam-engine-tech-on-aircraft-carriers/) _2026-08-14 · Mike Shedlock · MishTalk_ Trump is a mechanical engineer now, hoping to make steam engines great again. ## [August Excess Return Video Interview](https://paulsenperspectives.substack.com/p/august-excess-return-video-interview) _2026-08-13 · Jim Paulsen · Paulsen Perspectives_ Monthly Conversation with the gang from Excess Return Podcast ## [Trump’s Trade War With Canada on Verge of Becoming Economically Nasty](https://mishtalk.com/economics/trumps-trade-war-with-canada-on-verge-of-becoming-economically-nasty/) _2026-08-13 · Mike Shedlock · MishTalk_ A USMCA trade deal breakdown with Canada is increasingly likely. ## [Install Manifest V3 Extension (Sponsored)](https://crawlproof.com/a/mnI3gLHZDZi9) _2026-08-13 · **Sponsored**_ Get this Manifest V3 extension from the official TronBrowser Store listing. ## [Producer Price Index PPI Was Unchanged in July but What’s Ahead?](https://mishtalk.com/economics/producer-price-index-ppi-was-unchanged-in-july-but-whats-ahead/) _2026-08-13 · Mike Shedlock · MishTalk_ The PPI fell 0.3% in June, mostly due to a 12% decline in gasoline. This won't last. ## [Earnings – “To Infinity and Beyond!”](https://paulsenperspectives.substack.com/p/earnings-to-infinity-and-beyond) _2026-08-13 · Jim Paulsen · Paulsen Perspectives_ Will the forces pushing EPS higher continue to strengthen or are pressures emerging which could dampen trends and disappoint expectations? ## [Texas About to Turn Blue, Talarico Now at 55 Percent in Betting Odds](https://mishtalk.com/economics/texas-about-to-turn-blue-talarico-now-at-55-percent-in-betting-odds/) _2026-08-13 · Mike Shedlock · MishTalk_ Kalshi is at 55 percent for Talarico, the first cross of that level. ## [Look Ahead Inflation Numbers Do Not Support a Fed Pause in September](https://mishtalk.com/economics/look-ahead-inflation-numbers-do-not-support-a-fed-pause-in-september/) _2026-08-12 · Mike Shedlock · MishTalk_ Today's CPI report is history. Let's look ahead. ## [The death of fiat](https://www.macleodfinance.com/p/the-death-of-fiat-a07) _2026-08-12 · Alasdair Macleod · MacleodFinance Substack_ Fiat will die considerably quicker than anyone thinks. It is oil which will kill them off this time, starting with Japan’s yen. ## [A Sentiment Shift?](https://paulsenperspectives.substack.com/p/a-sentiment-shift) _2026-08-10 · Jim Paulsen · Paulsen Perspectives_ Economic momentum is slowing. Expect inflation worries to be replaced by recession concerns and for stock prices & bond yields to both decline. ## [Japan’s funding crisis](https://www.macleodfinance.com/p/japans-funding-crisis) _2026-08-09 · Alasdair Macleod · MacleodFinance Substack_ The intervention by the US to support the yen was at the request of Japan, which with oil supplies from the US running out faces an acute economic, debt, and currency crisis. ## [Gold debasement trade returns!](https://www.macleodfinance.com/p/gold-debasement-trade-returns) _2026-08-07 · Alasdair Macleod · MacleodFinance Substack_ Here, I'm in conversation with my colleague Johnny Haycock of VON GREYERZ. This was recorded last Wednesday so is very current. I hope you enjoy it. ## [Gold and silver begin their move](https://www.macleodfinance.com/p/gold-and-silver-begin-their-move) _2026-08-07 · Alasdair Macleod · MacleodFinance Substack_ Investors increasingly suspect that financial markets might be radically mispriced and nowhere is this truer than for precious metals. ## [Productivity Booms are Rare](https://paulsenperspectives.substack.com/p/productivity-booms-are-rare) _2026-08-06 · Jim Paulsen · Paulsen Perspectives_ Periods of “Real Productivity Booms” --sustainable simultaneous above average gains in real GDP, employment and productivity --are rare during the post war era occurring only in the 1960s and 1990s. ## [Observations](https://paulsenperspectives.substack.com/p/observations) _2026-08-03 · Jim Paulsen · Paulsen Perspectives_ A New Era Bear without an S&P correction, low New vs. Old Era correlation, nobody worries about a recession anymore, Hawkish Fedspreak, Gold prices to fall more, R1000 Growth underperforming & more. ## [Excess Return Month-End Video](https://paulsenperspectives.substack.com/p/excess-return-month-end-video) _2026-08-02 · Jim Paulsen · Paulsen Perspectives_ A 10-minute interview with Excess Returns on the stock market. ## [Capital Spending & the Stock Market?](https://paulsenperspectives.substack.com/p/capital-spending-and-the-stock-market) _2026-07-30 · Jim Paulsen · Paulsen Perspectives_ During 2026, oil prices have surged, the U.S. dollar has increased, and bond yields have risen – all with a lag, representing negative forces for capital spending. ## [Policy Pain!](https://paulsenperspectives.substack.com/p/policy-pain) _2026-07-27 · Jim Paulsen · Paulsen Perspectives_ Historically, the performance of both the economy and the financial markets have — "with a lag" — been significantly impacted by rising oil prices and by restrictive economic policies. ## [Back to the Future for Bonds?](https://paulsenperspectives.substack.com/p/back-to-the-future-for-bonds) _2026-07-23 · Jim Paulsen · Paulsen Perspectives_ Real GDP growth, inflation, and bond yields surged higher during 2021-22. Real growth & inflation have essentially returned to pre-pandemic levels, but bond yields haven't!