Sam Goldfarb
speaker
80 appearances
5 recordings
2 series
first heard Jan 2026
last heard 18 Aug
Sam Goldfarb’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Aug 2026 with 1.
Appearances
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WSJ What’s News · Trump Administration Announces New Tariffs on Over 80 Countries · 23 Jul 2026
podcast
As they go up, all the other borrowing costs go up.
Most notably, mortgage rates have been rising right along with treasury yields.
And it's finally starting to affect stocks a little bit because it gives investors an alternative place to put their money.
The economy is kind of being propped up by all this historic investment in artificial intelligence infrastructure.
Companies that are doing that investments are facing higher borrowing costs, and they're actually doing a lot of borrowing right now.
They just are continuing to borrow.
They're not slowed by this increase in borrowing costs because they see the potential returns of these investments as being so large.
And that continues to propel economic growth.
So for about 20 minutes after the Iran war started, bonds were a place where you could seek safety.
They rallied in a kind of traditional flight to safety move.
But ever since then, they've been basically selling off.
Yields on treasuries rise when bond prices fall.
So this sell-off has pushed yields higher.
The yield on the 10-year treasury note, which is the most closely watched one, has risen significantly.
close to 4.5% from being just a little bit under 4% right before the war started.
It was kind of this milestone that that yield had fallen below 4%.
And then just like that, the war started and they started rising.
And it's important because treasury yields kind of set a floor on interest rates across the economy.
And the 10-year treasury yield is...
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