The Real Investment Show Podcast

4-9-25 Yields Belie Market Instability


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Markets rallied 4% Tuesday morning on false hopes of a 90-day delay in tariff impositions, then reverse course and gave up all the gains, finishing in the red. There as good news in that markets did not take out previous lows. Markets are now trying to form support at the 61.8% retracement level. Markets are deeply over sold.Markets remain under pressure as the turmoil continuies. There is a lot of panic selling, partcularly in ETF's, which only exacerbates the sell off. Bond yields have been rising sharply as a function of the Basis Trade, which looks like we're getting liquidation evens in hedge funds, and mmargin calls, as well. The jump in yields doesn't have anything to do with inflation or tariffs; this is a functino of market instability. We suspect, if the basis trade doesn't settle down, the Fed will be forced to intervene on some level to stabilize financial markets. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=pnT6n_NY_tY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BondYields #MarketInstability #BasisTrade #ETF #Liquidity #MarketBottom #TariffWar #BondMarket #DownsideRisk #Tariffs #MarketCorrection #MarketPullback #MarketRally #MarketBounce #200DMA #MarketSupport #MarketLows #InvestingAdvice #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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