Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Political pressure on Fed risks bond market backlash
The discussion raised the risk that political pressure on the Federal Reserve, exemplified by the subpoena of Chair Powell, could backfire by undermining Fed credibility and causing the bond market to sell off, pushing yields higher.
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The story so far
CONTESTED · 247 MENTIONS · 170 EPISODES · 33 SHOWS
9 JUL 2025 — 17 AUG 2026 · YESTERDAY
69 SUPPORT · 35 CHALLENGE · 2 REPEAT · 141 MENTIONED
- GRANT'S CURRENT YIELD PODCAST
- 44 EPISODES NOT SHOWN
- BARRON'S STREETWISE · 4 MENTIONS
- Lower mortgage rates require lower Treasury yields
- Three channels to lower Treasury yields
- Political pressure on Fed risks bond market backlash · THIS IDEA
- Fed credibility remains intact despite pressure
52 EPISODES BETWEEN · 68 MENTIONS · 66 NOT KEPT
- 66 EPISODES NOT SHOWN
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THE DIVIDEND CAFE
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK
- PROF G MARKETS
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- THE POMP PODCAST
- BANKLESS · 2 MENTIONS
- THE DIVIDEND CAFE · 4 MENTIONS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- MARKETPLACE
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- FORWARD GUIDANCE · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MOTLEY FOOL MONEY
- THE DIVIDEND CAFE
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- WHAT BITCOIN DID
- MOTLEY FOOL MONEY
- MARKETPLACE · 2 MENTIONS
- THOUGHTFUL MONEY
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- THE DIVIDEND CAFE
- CNBC FAST MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- CNBC FAST MONEY
- TOP TRADERS UNPLUGGED
- FORWARD GUIDANCE · 5 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- THE JULIA LA ROCHE SHOW
- BLOOMBERG SURVEILLANCE
- MACROVOICES
- MARKETPLACE · 2 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- EURODOLLAR UNIVERSITY · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD