Is Trump TANKING The Market?

LISTEN and SUBSCRIBE on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 

Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i 

WATCH and SUBSCRIBE on:

https://www.youtube.com/@WatchdogOnWallstreet/featured  

Donald Trump says the market dipped because his tariffs were contested. Wrong. The real story? Bond vigilantes are back. Yields are surging worldwide, signaling investors don’t trust governments drowning in debt.
In this episode of Watchdog on Wall Street:

• Why long-term bond yields are climbing despite rate cuts
• The $37 trillion debt time bomb no one in Washington will touch
• How rising yields—not tariffs—are hammering stocks
• Why blaming court cases is gaslighting nonsense

Markets don’t lie. Politicians do. And right now, the bond market is screaming danger.

Episode Transcript

Speaker 1 (00:00):
The Watchdog on Wall Street podcast explaining the news coming
out of the complex worlds of finance, economics, and politics
and the impact that we'll have on everyday Americans. Author,
investment banker, consumer advocate, analyst, and trader Chris Markowski.

Speaker 2 (00:16):
Donald Trump versus the Bond Vigilantes. So yesterday and a
textbook textbook example of gaslighting people. Donald Trump was speaking
and said that the stock market was down. Stock market
was down due to the fact that his tariffs are

(00:40):
being contested and he lost an appeals court. That's why
the stock market was down yesterday. And you know, I
I try to get my arms around this guy because
it's hard. He says things like that, and Michael Corleone,
you know, it's sult my intelligence, you know, please, Okay,

(01:04):
it makes me angry, it does at the point. At
this point, I don't even get really angry anymore. I
just come to expect the BS, I really do. And
I you know what, I think. I don't even think
that he knows. I think that I'm still trying to
understand this man. I think he believes his own BS.

(01:27):
I think he when he comes out and he says
that the stock market is down because his tariffs are
being contested. He probably believes it. He probably believes I
know his his sickophants do. That's for darn sure anyway. Anyway,

(01:48):
so yesterday I took a ticket look across the globe
and you could see what was happening to the long bonds,
whether it be Italy, same Germany, the UK, or the
United States. Crash, bang boom, the yields on these long

(02:11):
term debt instruments going up. Now that that has quite
a bit to do with the stock market and moving
markets in the direction. Now again, you're also into the
month of September, traditionally a very very rough month for

(02:31):
the markets. But what does it tell you? Okay, you've
got countries all over the globe, central banks all over
the globe that are lowering rates, lowering rates, or you know,
there's anticipation that they are going to lower It's like

(02:52):
we have here in the United States. People are expecting
the Fed to lower rates. What does it say when
we're in that environment, yet long term bond yields are
going up. Well, it's outside of the central banks control,

(03:13):
is what it means. This, this is what we talked
about with the bond vigilantes. They're looking at They're looking
at various different you know, debt instruments out there, and
for lack of a better phrase to say, come man,
you you expect people to lend your money, lend you

(03:35):
money at five four point eight percent, three percent, whatever
it may be, take a look at your books.

Speaker 1 (03:44):
Now.

Speaker 2 (03:44):
I've explained the you know, the scam before here on
the program and how it works. The scam. Insurance companies, banks,
various different institutions out there. Quite frank. Attension funds have
no choice to buy these instruments based upon you know,
how they have to structure their portfolios and liquidity and

(04:06):
a myriad of other things which helps prop up the
system into itself. But really, yeah, you know, I'm gonna lend.
I'm gonna lendle. You know what, I'm not gonna pick
on any country. I'm gonna pick on the United States
of America. I live here, Okay, we're gonna lend. I'm

(04:28):
gonna lend the United States of America money for thirty years,
paying me a little under five percent. It's getting up there,
it's getting close to five. Huh. Do I really want
to do that? Knowing what I know about inflation, knowing
that our country is thirty seven trillion dollars in debt

(04:51):
and there's no end in sight, keeps going up, up, up, up, up,
up up up up. I don't know, you know, we
see what's happening with the value of our dollar in
our buying power for all intense. Okay, you're losing money.
Why would I do that? I would do that again?

(05:13):
You know, it's it's a business. It's liquidity. You know,
the most liquid market out there, people have to buy.
I get all of that. But as an investor, as
like an investor, would you nah? And again, that's why

(05:34):
rates are going up. And when those rates go up, Okay,
that most certainly affects the stock market. So no, no, no,
mister president. Okay, the markets weren't down yesterday because of
a court case against your tariffs and the fact that
the fact that you might have to pay if you

(05:56):
lose at the Supreme Court, and who knows what's going
to happen. I have no idea. Okay, if you lose,
you're gonna have to pay back that tariff revenue, or
you might have a protracted case and find some other
lawsuit or something else to do. I don't know. I
don't know, but no, now, my friend, it has nothing

(06:17):
to do with that. It has a hell of a
lot to do with all of these countries around the
globe to continue to press the print button on the
money machine. Watchdog on Wallstreet dot Com