The role of bond yields in determining mortgage rates is explained as one of the factors contributing to higher rates.
The episode discussed the rally in bond yields, highlighting its potential impact on certain sectors like solar energy stocks.
The podcast episodes discuss the movements in bond yields and their impact on various aspects of the financial markets, including stock prices, mortgage rates, and economic conditions.
For example, episode š Roaring Kitty Strikes Again & Is NVDA Too Big For The S&P??? discusses the rally in bond yields and its potential impact on sectors like solar energy stocks. Episode #1022 - Is the Bull Run for Stocks Over? | With Jurrien Timmer explores how rising bond yields and their influence on equity valuations could pose risks for the stock market rally.
Other episodes, such as Mortgage rates tick down and 935: BiggerNews: Investing with High Rates, Stubborn Inflation, & Low Supply w/Kathy Fettke, examine the relationship between bond yields and mortgage rates, and how investors can navigate the current market environment with elevated bond yields.