First Friday: Hope in Nepal; Trouble in the Bond Market

First Friday: Hope in Nepal; Trouble in the Bond Market

September 4, 2026 · 45 min · Episode 747

About this episode

This episode discusses positive developments in the job market and challenges in the bond market, along with news from Nepal.

#747: We have good news on multiple fronts to share about the job market, the stock market, the commodities market, and volatile news around the bond market. And we begin it with some great news coming out of Nepal. Welcome to the First Friday episode for September 2026. ⏱️ TIMESTAMPS Note: Timestamps may vary slightly depending on dynamic ad placements. (00:00) Rescued workers in Nepal (04:53) Strong August jobs report (10:14) Conflicting employment data (12:27) Strong jobs, weaker stocks (17:43) Why bonds matter more (23:17) Inflation drives Treasury yields (29:45) Hidden risks in bonds (36:50) Treasury buyback controversy (43:32) Liquidity versus warning signs 🔗 RESOURCES MENTIONED 👉 Build a Life of Financial Freedom with our free workbook: https://affordanything.com/fiire Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Host: Paula Pant

Topics covered

Keywords

Mentioned in this episode

Organizations: Cumulus Podcast Network

Places: Nepal

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