MoneyMasters Podcast 🎙️ 5/22/25: How Bond Yields Are Reacting to China’s Trade War

Mike Larson | Editor-in-Chief

Is the bond market flashing a warning that most investors are ignoring?

In this episode of the MoneyShow MoneyMasters Podcast, Crossmark Global Investment’s chief market strategist Victoria Fernandez breaks down what the Moody’s downgrade of US debt really means — and how tariffs, inflation, and political uncertainty are reshaping the fixed income landscape.

You’ll hear how Chinese trade tensions are impacting global yields, why bond market volatility is back, and what sectors investors should be cautious — or bullish — on right now. Victoria also unpacks the disconnect between soft data and hard data in the US economy and why the labor market may be weaker than it looks. Plus, she shares actionable insights on positioning in Treasuries, corporate bonds, and stocks — and flags key tail risks for the back half of 2025.

If you’re watching interest rates, trading bonds, or trying to navigate the market’s next move — don’t miss this one.

One last thing: Victoria will be joining us at the 2025 MoneyShow Masters Symposium Las Vegas, happening July 15-17 at Caesars Palace. Click here to register.

Lee: Wall Street is Still “Offsides” — Creating Opportunities for YOU!

Wall Street is still “offsides” after the stock market’s April plunge and subsequent rebound. That’s creating opportunities for savvy investors! Fundstrat’s Tom Lee explains in more detail WHY that’s the case and WHAT it means for you in this interview from the floor of the 2025 MoneyShow Masters Symposium Miami.

Join 100+ Top Money Experts for Our Signature 2025 Las Vegas Symposium!

• Discover how to allocate your portfolio assets now — with help from the nation’s leading investing and trading experts! Headlining speakers include Larry McDonald, Michael Khouw, John Carter, Mark Mahaney, and Stephanie Link

• Get insightful guidance and actionable recommendations for your stocks, bonds, options, commodities, real estate, and alternative investments

• Uncover new ways to profit in red-hot precious metals and cryptocurrencies — and take home dozens of picks you can put to work in your portfolio right away

Plus, you’ll learn cutting-edge strategies and tactics from the nation’s top trading experts. You’ll get to take advantage of the broadest lineup of MoneyMasters Courses EVER. And you’ll enjoy an ALL-NEW venue for 2025 — Caesars Palace!

• Worried About Rising Rates? Then Turn to These Stocks!
  👉️ TICKERS: TLT, ^TNX, SPY
  Headlines are trumpeting that the 30-year US Treasury Bond Yield topped 5%, while the 10-year yield hit 4.5%, on deficit concerns. Nice try. US debt has hit those levels because buyers are walking away as traders reprice risk. Here is one way to cope regardless, writes Keith Fitz-Gerald, editor of 5 With Fitz.

• DVS: A Silver Miner that Keeps Growing by Acquisition
  👉️ TICKERS: MBYMF, DVS
  Moody’s just became the last major credit-ratings agency to downgrade US debt from Aaa to Aa1. That triggered a small rally in gold and silver prices. At the same time, Dolly Varden Silver Corp. (DVS) announced a strategic purchase in the Golden Triangle, notes Peter Krauth, editor of Silver Stock Investor.

🎲 Level up your investing game at the ‘25 MoneyShow Masters Symposium Las Vegas (July 15-17) at Caesars Palace. Register now!