Bond yields are climbing, the Magnificent 7 are back in the spotlight, and the bill for the AI boom is getting bigger. Meanwhile, government debt is weighing on budgets and investors are counting on strong earnings to keep markets moving higher. Is the market dancing to a samba, or feeling the stress? Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

<span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> Bond yields are climbing, the Magnificent 7 are back in the spotlight, and the bill for the AI boom is getting bigger. Meanwhile, government debt is weighing on budgets and investors are counting on strong earnings to keep markets moving higher. Is the market dancing to a samba, or feeling the stress? <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;">  Length without disclaimer: 19 minutes <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Samba and some stress

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