Zaid Admani

speaker

16,754 appearances 154 recordings 1 series first heard Oct 2025 last heard 5d ago

Zaid Admani’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 154 in all, peaking in Jul 2026 with 29.

Appearances

newest first · ▶ plays the moment

The Rundown · Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors · 11 Sep 2026 podcast

The SP 500 fell 0.6% on Thursday, while the Nasdaq dropped 0.7%, making that the fourth straight red day for the market. voice-verified

And you know, at this point, I think the story driving the stock market has clearly shifted from the AI hype this past summer to macro factors like oil prices and the bond market. voice-verified

Oil prices continued to surge yesterday with Brent Crude now trading above. voice-verified

Of $107 a barrel as the war with Iran continues to disrupt the energy market. voice-verified

At the same time, the 10-year treasury yield jumped to 4.94%, while the 30-year yield hit 5.36%, its highest level since 2004. voice-verified

And the fact that the 10-year treasury yield is approaching 5%, I mean, that is a pretty significant psychological level. voice-verified

You know, the 10-year treasury yield is low-key. voice-verified

The most important metric in the financial system and the economy. voice-verified

It influences everything from corporate borrowing costs to mortgage rates. voice-verified

In fact, the average 30-year mortgage rate is back above 7% again. voice-verified

Not to mention, higher bond yields make stocks less attractive to investors because investors can just earn 5% lending money to the US government, which is a risk-free return. voice-verified

So the macro picture is getting ugly. voice-verified

And by the way, the CPI report from this. voice-verified

This morning isn't helping. voice-verified

According to the August CPI report, prices jumped 0.4% in August month over month, and they were up 3.4% year over year. voice-verified

Now, those numbers were in line with expectations, but core inflation, which strips out food and energy prices, came in at 0.3% month over month, which was hotter than the 0.2% that Wall Street expected. voice-verified

So that's a sign that higher energy costs are now. voice-verified

Bleeding into other prices across the economy. voice-verified

And remember, this inflation report is backward looking. voice-verified

It's for the month of August, and we've seen crude prices jump 15% in September already. voice-verified

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