The U.S. Economy Is Booming. So Why Are Bond Yields Rising?
Why are U.S. bond yields rising even as economic growth remains strong? Erik Norland, Managing Director and Chief Economist at CME Group, joins Jim Iuorio and Bobby Iaccino to break down the forces reshaping the U.S. economy, Treasury market, inflation, and interest rates. They explore rising government debt costs, whether heavy T-bill issuance can expand the money supply, why inflation acts like a form of default, AI’s inflationary and potentially disinflationary effects, the impact of higher oil prices, housing, recession risk, and what today’s economic boom could mean for markets. Timestamps 00:00 Erik Norland Joins Futures Edge 01:01 Why Are Treasury Yields Rising? 02:07 America’s Rising Cost of Government Debt 03:00 Could the U.S. Enter a Debt Spiral? 05:14 Is Treasury Issuance Expanding the Money Supply? 07:20 Could the Fed Buy More Government Debt? 08:29 Why Does the Fed Want 2% Inflation? 08:55 Inflation Is a Form of Default 12:04 Will AI Eventually Lower Inflation? 15:24 Is the U.S. Entering an Economic Boom? 17:25 Are Interest Rates Actually Too High? 18:41 Could Housing Prices Finally Fall? 22:02 How Much Is Oil Adding to Inflation? 23:29 Could an Oil Shock Cause a Recession? 26:17 Is Main Street Missing the Market Boom? 30:55 What Happens to Jobs in the AI Economy? 33:35 Technology, Inequality & the Next Economic System 36:05 Final Thoughts 📧 Newsletter ➡️ https://the-unfiltered-investor.beehiiv.com/ 🔗 Stay Connected With Us https://x.com/bob_iaccino https://x.com/jimiuorio https://www.linkedin.com/in/bob-iaccino/ https://www.linkedin.com/in/james-iuorio/ 🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 📩 For business inquiries: haley@haynowmedia.com #Economy #Bonds #Inflation #InterestRates #FuturesEdge
