The Fox News Rundown Business Rundown: China Trade Tensions, The Price Of Chocolate, And AWS Outage
Oct 20, 2025
Gary Kaltbaum, the President of Kaltbaum Capital Management, shares insights on pressing market issues and trade tensions. He discusses President Trump’s threats of tariffs on China and the potential market impact. Kaltbaum outlines how falling yields and oil prices are creating a supportive environment for investments. He dives into rising inflation concerns, particularly in food and chocolate prices, and addresses the recent AWS outage, emphasizing its manageable short-term effects. His analysis highlights key earnings reports from major tech companies.
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Lower Yields And Oil Bolster Markets
- Lower 10-year yields and falling oil prices create a powerful tailwind for markets right now.
- Gary Kaltbaum says cheaper capital and energy plus decent earnings form a strong one-two punch.
Fed Liquidity Shift Lowers Long Yields
- The Fed's shift to slow or reverse quantitative tightening reduced long-term yields quickly.
- Kaltbaum notes the Fed buying bonds instead of letting them roll off has pushed the 10-year down.
Watch The 10-Year To Gauge Mortgage Rates
- Expect mortgage rates to follow the 10-year yield with a short lag of about 10 days to two weeks.
- If yields stay lower, prepare for potential easing in mortgage borrowing costs and related lending activity.