WEEKLY UPDATE ~ Ep. 92 - Rising Bond Yields, a Jobs Miss, and AI Momentum
Bond yields climb as stocks push toward record highs—but a weaker-than-expected jobs report complicates the Fed’s next move. Charles Brown, portfolio manager at CB3 Financial, breaks down the week’s market developments, explains why short-duration bonds remain central to the MP strategy, and discusses how mega-cap stocks helped Discretionary Strategies outperform in September. Plus, a look at Micron’s earnings and Meta’s MUSE—and what they could mean for the AI trade.
Higher rates, geopolitical uncertainty, and renewed AI momentum are shaping the market outlook. In this CB3 Financial weekly update, portfolio manager Charles Brown shares his perspective on the Fed’s next move, stalled Iran negotiations, and the AI trade led by Meta, Micron, and Nvidia. Plus, a look ahead to key economic data, Micron’s earnings, and what’s at stake for investors heading into the fourth quarter.
16 Sept 2026
WEEKLY UPDATE ~ Ep. 91 - Inflation, Oil & the Fed: What CPI Means for Your Money
Inflation remains front and center as the latest CPI report shows prices continuing to rise, with energy costs playing a major role. In this week’s market update, Charles Brown breaks down the latest inflation numbers, rising Treasury yields, mortgage rates, oil-market pressures, and what investors should watch as the Federal Reserve prepares its next interest-rate decision.
He also examines what higher borrowing costs and persistent inflation could mean for stocks, bonds, housing, and portfolio strategy in the weeks ahead—and why a risk-adjusted approach may be especially important during a volatile September.
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27,253
Score snapshot 15 Sept 2025
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 63 / 100
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Quality
83
Social presence
0
YouTube
76
Engagement
32
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