EPISODE · Aug 14, 2026 · 7 MIN
THE CPI INFLATION LIE: The Bond Market Warning Wall Street Ignored!
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
July CPI printed at 3.4% headline and 2.5% core, giving media outlets a reason to celebrate, but the bond market is issuing a severe credibility warning to Fed Chair Kevin Warsh. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek reveals why a widening 2-year/10-year yield curve spread signals a policy mistake in the making.Mark uncovers the shadow data behind Bank of America's "credibility shock" analysis, detailing how 10-Year Treasury yields surged to 4.75% following a rare 9-3 FOMC dissent vote. Discover why falling payrolls (-23K) and sticky long-term borrowing costs trap the central bank, what the 0.47 percentage point yield spread means for mortgage rates, and how to track bond market signals ahead of the September 16th Fed decision.CHAPTERS & OUTLINE:July CPI Breakdown: 3.4% Headline & 2.5% Core AnalysisThe Media Narrative vs. Bond Market RealityBank of America’s "Credibility Shock" WarningYield Curve Mechanics: The 10-Year vs. 2-Year Spread SteepeningThe FOMC Split: 9-3 Vote & 3 Hawkish DissentsLabor Market Cracking: -23K Payrolls vs. Persistent InflationBorrower Impact: Mortgages, Small Business Credit & Auto LoansToday's Wall Street Truthbomb: Why Cool CPI Didn't Fix the Bond MarketSubscribe: 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.#CPI #Inflation #FederalReserve #KevinWarsh #YieldCurve #InterestRates #MarkMalek #WallStreetTruthbombs #MortgageRates #StockMarketSupport the show
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July CPI printed at 3.4% headline and 2.5% core, giving media outlets a reason to celebrate, but the bond market is issuing a severe credibility warning to Fed Chair Kevin Warsh. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek reveals why a widening 2-year/10-year yield curve spread signals a policy mistake in the making. Mark uncovers the shadow data behind Bank of America's "credibility shock" analysis, detailing how 10-Year Treasury yields surged to 4.75% following a...
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THE CPI INFLATION LIE: The Bond Market Warning Wall Street Ignored!
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