Think 5% Bond Yields Are High? You Ain't Seen Nothing Yet... | Jim Bianco

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The Game of Thrones Tariff Edition continues at its wild, unpredictable & ever-changing pace. The latest development as of this recording has the US placing a pause on its recently-announced 50% tariffs on the EU until July 9th. As we now have a little more clarity and data to look at since Trump's Liberation Day, what conclusions can we start drawing about the implications of these tariffs? Are they strengthening or weakening America's hand? Are they inflationary? Are US consumers better or worse off, on net? For insights, we have the good fortune today to welcome back to the program Jim Bianco, President and Macro Strategist at Bianco Research, LLC. #bonds #bondyields #interestrates 0:00 - State of economy and tariff impacts 4:06 - Fed policy and tariff-driven inflation 12:18 - Trump’s tariff strategy and goals 18:30 - Tariff pass-through and consumer impact 23:31 - Deficit-driven bond yield pressures 29:00 - Normalizing to 5%+ yields 38:35 - Retail dominance in equities 45:11 - Interplay of retail cohorts 54:10 - Investor guidance for volatile markets 59:22 - Update on Bianco’s ETF 1:06:03 - Final thoughts on cyclical investing _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.