⚡ Wall Street Wednesday — Episode #9 THE BOND MARKET STRIKES BACK Oil, Inflation and the Price of Money

⚡ Wall Street Wednesday — Episode #9 THE BOND MARKET STRIKES BACK Oil, Inflation and the Price of MoneyOil prices are surging. Government bond prices are falling. Treasury yields are climbing—and the consequences could travel through stocks, mortgages, corporate borrowing, real estate and household finances.In this episode of the Unbearably Bullish Podcast, host Donald Johns follows the market chain from geopolitical conflict and energy disruption to inflation expectations and the global bond selloff.Inside the episode:• Why bond prices and yields generally move in opposite directions• How oil shocks can affect inflation and economic growth• Why the Strait of Hormuz matters to global energy markets• What investors mean by “bond vigilantes”• How government debt issuance can influence borrowing costs• Why Treasury yields help establish the price of money• How higher yields can pressure stock valuations• Growth stocks and the effect of rising discount rates• Mortgage rates, corporate refinancing and commercial real estate• Treasury buybacks versus Federal Reserve quantitative easing• Bull versus Bear: healthy repricing or approaching financial stress?• The Bond-Market Dashboard investors can use to interpret the storyThe episode also examines the two-year, 10-year and 30-year Treasury yields, the yield curve, inflation expectations, credit spreads, Treasury auctions, the U.S. dollar and market breadth.One geopolitical headline can move through the Strait of Hormuz, enter the oil market, cross into the bond market—and eventually arrive inside your monthly budget.Follow the chain:Conflict → Oil → Inflation → Bonds → Borrowing → Markets🎙️ Hosted by Donald Johns🌐 www.thebullyoucantbear.comStrong Markets. Stronger Mindset. Unlimited Opportunity.Disclosure: This podcast is provided solely for general educational and entertainment purposes. Nothing presented constitutes financial, investment, legal, accounting or tax advice; an offer or solicitation to buy or sell any security or commodity; or an endorsement or recommendation of any company, fund, security or strategy. Market figures and policy information are based on publicly available information available as of September 2, 2026, may be rounded and may change after recording. Bond investments involve interest-rate, inflation, credit, liquidity and principal-loss risks. Commodity prices can be highly volatile. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Conduct independent research and consult appropriately qualified professionals before making financial decisions.