Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26

Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26

September 10, 2026 · 44 min

About this episode

The episode discusses rising bond yields, oil price dynamics, and a political dividend proposed by President Trump.

Yields continue higher, and on the heels of a strong 30-year bond auction, Rick Santelli says it’s “war, not Warsh” moving rates. Real Macro’s Jeff Currie on the “toxic” double-trade pushing oil prices higher. Plus, President Trump’s $5,000 midterm ‘dividend.’

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