Market Swings and Bond Market Chaos: Insights from April 2025 In this episode of the Financial Foundry Podcast, host Dan Mueller breaks down the significant volatility and market dynamics of the week. Key highlights include fluctuations in the S&P, Dow, and Nasdaq driven by tariff tensions with China, historic market gains following tariff pauses, and subsequent declines. The podcast delves into inflation trends, the impacts of tariffs on consumer prices, and potential Federal Reserve actions. Additionally, Dan explains the complexities of the bond market, its recent turmoil triggered by tariff policies, and how this affects broader economic indicators.

00:00 Introduction and Market Overview

00:43 Weekly Market Rundown

03:40 Inflation and Tariff Impacts

07:07 Bond Market Chaos Explained

08:31 Bond Market Primer

11:14 Recent Bond Market Events

14:45 Conclusion and Final Thoughts