Frances Newton on Trump's Achilles Heel & AI Moving Between Bottlenecks

President Trump's Achilles heel is yields, argues Frances Newton, calling it the key metric behind pressuring the Fed to lower interest rates. The U.S.-Iran conflict and rising crude oil prices makes that prospect more difficult. Frances tells investors to watch fixed income markets and talks about the inverse correlations creating confusion on the macro front. As for the AI trade, Frances sees it still intact, it just moves from one bottleneck to the next.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about