EPISODE · Aug 3, 2026 · 11 MIN
THE BOND MARKET JUST BROKE: Why Kevin Warsh Refused to Speak!
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
Federal Reserve Chair Kevin Warsh held interest rates steady on a 9-3 vote—and the bond market responded with a massive "bear steepener" that sent borrowing costs surging across the board. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek breaks down why a seemingly "boring" Fed meeting actually triggered a 1,150+ point Dow selloff and pushed 30-Year Treasury yields to a 2007 high of 5.24%.Mark uncovers the shadow data inside the FOMC presser, revealing why Chair Warsh is quietly outsourcing monetary tightening to the bond market, invoking Goodhart’s Law to ditch official PCE targets, and navigating the most unified hawkish dissent on the Fed board in nearly a decade. Learn what this K-shaped yield curve shift means for your cash, your stock portfolio, and 30-year mortgage rates as markets prepare for Jackson Hole and September.CHAPTERS & OUTLINE:The 9-3 FOMC Vote: Hawkish Dissents & The Surface Story"Not Much": Kevin Warsh Dismisses Cooling Inflation DataOutsourcing Tightening: How the Bond Market Did the Fed's JobShadow Data: Taylor Rule Gap vs. The 2-Year Treasury YieldGoodhart’s Law: Why Warsh Is Ditching Official PCE Inflation TargetsThe Bear Steepener Breakdown: 30-Year Yields Hit 2007 Highs (5.24%)Geopolitical Shocks: Oil Spikes & Tech Sector SelloffsThe K-Shaped Reality: Cash Savers vs. Mortgage BorrowersToday's Wall Street Truthbomb: Why the Bond Market Stopped WaitingSubscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.#FederalReserve #KevinWarsh #InterestRates #BondMarket #MortgageRates #StockMarket #MarkMalek #WallStreetTruthbombs #Inflation #YieldCurveSupport the show
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Federal Reserve Chair Kevin Warsh held interest rates steady on a 9-3 vote—and the bond market responded with a massive "bear steepener" that sent borrowing costs surging across the board. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek breaks down why a seemingly "boring" Fed meeting actually triggered a 1,150+ point Dow selloff and pushed 30-Year Treasury yields to a 2007 high of 5.24%. Mark uncovers the shadow data inside the FOMC presser, revealing why Chair Warsh i...
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THE BOND MARKET JUST BROKE: Why Kevin Warsh Refused to Speak!
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