Real Vision: Finance & Investing Global Bond Sell-Off, PMI Surprises, and Crypto Legitimacy: PALvatar Market Recap, September 3 2025
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Sep 3, 2025 The podcast dives into the global bond sell-off sparked by fiscal concerns and geopolitical tensions, with yields soaring in major economies. It highlights the mixed signals from PMIs and the looming U.S. labor data that could sway the market further. In the world of crypto, regulators are stepping up to offer legitimacy, contributing to a surge in Solana following a big upgrade. This discussion equips traders and investors with essential insights on market shifts and what's next for various asset classes.
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Global Bond Sell-Off Pressure
- Global bond yields are rising across the US, UK, Japan and Europe, signaling broad fiscal and geopolitical stress.
- Rising yields are pressuring equities while boosting the dollar and gold as investors seek safety.
Politics Amplify Borrowing Costs
- Tariff uncertainty and political instability are amplifying borrowing costs in major economies.
- The US 30-year yield topped 5% and UK, Japan and France saw long-term yields hit multi-year highs.
PMIs Paint A Mixed Picture
- PMIs showed mixed signals: modest Eurozone growth, strong UK and Japan services, but weak US manufacturing.
- ISM manufacturing missed expectations at 48.7, with tariffs cited as a drag.