4-14-25 Yield Spreads Suggest the Risk Isn't over Yet episode artwork

EPISODE · Apr 14, 2025 · 45 MIN

4-14-25 Yield Spreads Suggest the Risk Isn't over Yet

from The Real Investment Show (Full Show) · host Lance Roberts

Are we heading toward a recession in 2025? In this episode, Lance Roberts explores why yield curve inversions and widening credit spreads suggest the risk isn’t over yet, what the bond market is telling investors, and how these indicators have predicted past recessions and what it could mean for your portfolio. Lance covers: * The Tariff impact on Apple * The mistake of confusing trade deficits with tariffs * Markets' relief rally * Tariffs paused not likely to return * Yield curve inversion and economic signals * Credit spreads and financial stress * Implications for the stock and bond markets * The Fed's hands are not tied * The dark side of NAFTA SEG-1: After Moratorium, Will Tariffs Return? SEG-2a: Bill Maher & Donald Trump SEG-2b: The Importance of Yield Spreads SEG-3: The Fed's hands Are Not Tied SEG-4: YouTube Bans & The Dark Side of NAFTA Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=qp7qlAhspWQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Yield Spreads Suggest The Risk Isn’t Over Yet" https://realinvestmentadvice.com/resources/blog/yield-spreads-suggest-the-risk-isnt-over-yet/ "Basis Trade Sent Yields Soaring – Is It A Warning?" https://realinvestmentadvice.com/resources/blog/basis-trade-sent-yields-soaring-is-it-a-warning/ ------- The latest installment of our new feature, Before the Bell, "Markets Get Tariff Relief," is here: https://www.youtube.com/watch?v=ToBQdtd1Ydg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Best Tariff Tactic May Be a Roth Conversion " https://www.youtube.com/watch?v=Cp4VjyYxIGg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #YieldSpreads #TariffImpact #StockMarket2025 #YieldCurve2025 #RecessionSignals #BondMarketWatch #CreditSpreads #EconomicRisk #FederalReserve #NAFTA #BillMaher #DonaldTrump #InvestingAdvice #Money #Investing

Are we heading toward a recession in 2025? In this episode, Lance Roberts explores why yield curve inversions and widening credit spreads suggest the risk isn’t over yet, what the bond market is telling investors, and how these indicators have predicted past recessions and what it could mean for your portfolio. Lance covers: * The Tariff impact on Apple * The mistake of confusing trade deficits with tariffs * Markets' relief rally * Tariffs paused not likely to return * Yield curve inversion and economic signals * Credit spreads and financial stress * Implications for the stock and bond markets * The Fed's hands are not tied * The dark side of NAFTA SEG-1: After Moratorium, Will Tariffs Return? SEG-2a: Bill Maher & Donald Trump SEG-2b: The Importance of Yield Spreads SEG-3: The Fed's hands Are Not Tied SEG-4: YouTube Bans & The Dark Side of NAFTA Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=qp7qlAhspWQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Yield Spreads Suggest The Risk Isn’t Over Yet" https://realinvestmentadvice.com/resources/blog/yield-spreads-suggest-the-risk-isnt-over-yet/ "Basis Trade Sent Yields Soaring – Is It A Warning?" https://realinvestmentadvice.com/resources/blog/basis-trade-sent-yields-soaring-is-it-a-warning/ ------- The latest installment of our new feature, Before the Bell, "Markets Get Tariff Relief," is here: https://www.youtube.com/watch?v=ToBQdtd1Ydg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Best Tariff Tactic May Be a Roth Conversion " https://www.youtube.com/watch?v=Cp4VjyYxIGg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #YieldSpreads #TariffImpact #StockMarket2025 #YieldCurve2025 #RecessionSignals #BondMarketWatch #CreditSpreads #EconomicRisk #FederalReserve #NAFTA #BillMaher #DonaldTrump #InvestingAdvice #Money #Investing

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4-14-25 Yield Spreads Suggest the Risk Isn't over Yet

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This episode was published on April 14, 2025.

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Are we heading toward a recession in 2025? In this episode, Lance Roberts explores why yield curve inversions and widening credit spreads suggest the risk isn’t over yet, what the bond market is telling investors, and how these indicators have...

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