Join Kevin Grimes, CEO of Grimes & Company, and Emily Wood, Wealth Manager, as they dissect critical market shifts this week. They explore the impact of rising global bond yields and Trump’s tariffs facing legal hurdles. The duo discusses signs of a cooling labor market and its implications for potential Fed rate cuts. Emily also offers strategies for younger generations navigating economic uncertainties, while Kevin shares insights into balancing investments with personal expenses amid an increasingly gloomy economic outlook.
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insights INSIGHT
Global Bond Yields Signal Fiscal Strain
Global long-term bond yields have surged as markets price fiscal and currency instability across developed economies.
Rising yields and record gold suggest investors are seeking safe stores of value beyond stocks and cash.
insights INSIGHT
Japan As A Macro Trendsetter
Japan often leads structural shifts in developed economies, from zero rates to bond market intervention.
If Japan is a trendsetter, rising long-term yields in other countries could follow similar paths.
volunteer_activism ADVICE
Plan Cash Needs For Possible Fed Cuts
Expect money market and short-term yields to fall if the Fed cuts rates and plan liquidity needs accordingly.
Don’t count on immediate declines in longer-term rates like mortgages, because the Fed doesn't directly set those.
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Are Trump's tariffs now a bust? Will new data on a stalling labor market tilt the Fed more definitively toward rate cuts? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin Grimes, CEO & CIO of Grimes & Company, and Emily Wood, Principal and Wealth Manager at Grimes & Company, to break down the biggest stories shaping markets right now. With global bond yields surging to record highs in Japan, Europe, and the U.S., Trump’s tariffs facing a Supreme Court showdown, and fresh signs of a cooling labor market, Kevin and Emily share what these shifts mean for investors, portfolios, and financial planning.
💡 Get Kevin and Emily’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form.
💡 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH
Chapters:
1:16 - Market Recap: Global Bond Yields Explode!
8:55 - Trump’s Tariffs Ruled Illegal - What Now?
18:41 - Could Stephen Miran Influence the September FOMC Decision?
23:51 - More Evidence of a Cooling Job Market
28:39 - Americans’ Gloomy Economic Outlook
30:12 - How Can Younger Generations Get Ahead?
36:42 - If Yields Fall, What Can Retirees Do If They Rely on Them for Income?
40:50 - How Do I Balance Investing with My Expenses?
42:12 - How Markets Could React to Next Week’s CPI Print
43:58 - New Data Coming Out on Consumer Credit Trends
45:31 - A Preliminary Read on Consumer Sentiment
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