{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Stocks & Bond Yields at Record Highs...Something Must Break","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/bfebf6c1\"></iframe>","width":"100%","height":180,"duration":4109,"description":"🎟️ Join The Art of Investing LIVE at Lord’s Cricket Ground!\n\nJoin Rich, Mark and Chris in the Long Room at Lord’s Cricket Ground on 13th October from 6:30pm for a special live edition of The Art of Investing, with special guests, prizes and more.\nThe event is completely free – sign up here:\nhttps://www.ig.com/uk/the-art-of-investing-live\n\n📈 Download the full Portfolio Performance Slides\nView the portfolio breakdown: here\n📧 Get in touch: theartofinvesting@ig.com\n📱 Behind the scenes: @_theartofinvesting on TikTok\n🎧 Listen on:  Apple, Spotify, YouTube \n\nThis week on The Art of Investing, Rich, Mark and Chris are joined by resident strategist Stewie Thompson to unpack a huge few days for global markets.\n\nAfter three major central bank decisions, attention has quickly shifted back to inflation, interest rates and the bond market. Stronger-than-expected US economic data has pushed bond yields higher again and raised a big question for investors: how high can rates go before they start pulling money away from equities and other risk assets?\n\nThe team looks at what’s happening across US Treasuries, UK gilts and Japanese bonds, why the “competition for capital” matters, and whether central banks risk falling behind the curve.\nThere’s also plenty happening away from bonds. Oil has fallen sharply, the Nasdaq 100 and copper have pushed higher, AI continues to drive some extraordinary moves across technology stocks, and the US dollar has strengthened.\nAnd after a strong week for the model portfolio, the team debates whether now is the moment to bank some profits and increase the amount of cash on the sidelines. \nThis Week’s Highlights\n📈 Why Bond Yields Are Back in Focus\nStrong US economic data sends bond yields higher and forces markets to reassess how far interest rates may still need to rise.\n💰 The Competition for Capital\nStewie explains one of the biggest themes facing markets: if investors can earn increasingly attractive returns from government bonds, what happens to...","thumbnail_url":"https://img.transistorcdn.com/thywArVFDknjVUW9JEkpwtTGr3zY240Mo7hbQ7_Y3qM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}