Market View: Is the Bond Market About to Break the AI Rally?

Wall Street may have hit record highs - but the bond market is suddenly flashing warning signs investors can no longer ignore. Hosted by Michelle Martin, this episode of Market View explores why surging Treasury yields are rattling stocks, whether higher borrowing costs could threaten the AI-driven market rally, and what resilient consumer spending at Home Depot really says about the US economy. Michelle also unpacks why luxury giant Tapestry is betting heavily on international growth, how Yangzijiang Shipbuilding’s booming order book reflects shifting global trade dynamics, and why BYD’s fleet of “floating garages” could reshape the future of industrial competition. Featuring companies including Home Depot, Tapestry, Coach, Yangzijiang Shipbuilding, Delfi and BYD.See omnystudio.com/listener for privacy information.