Идеи
Elevated mortgage rates slow US housing
Elevated mortgage rates, holding near 6.66%, are having a real effect on the US housing market, which has slowed to a crawl with July home sales the slowest in six months.
Tariffs lift lumber, hit autos
The escalating US-Canada trade war with 50% tariffs will raise costs for Canadian imports such as lumber and paper, and is expected to hit the US auto industry through more expensive auto parts and cars.
Tariffs lift lumber, hit autos
The escalating US-Canada trade war with 50% tariffs will raise costs for Canadian imports such as lumber and paper, and is expected to hit the US auto industry through more expensive auto parts and cars.
War shocks push Treasury yields higher
Rogoff says the US debt level is already difficult, and a future shock such as a war, cyberwar, or China-Taiwan conflict would push up long-term interest rates; in that environment the Fed cannot just cut rates or print money if markets are pushing yields higher.
Stay in AI despite eventual crash
Rogoff expects a spectacular AI collapse at some point, but says that does not mean investors should take money out of AI; he compares to Greenspan/Shiller being right but too early, and says he currently sees no signs of the collapse happening soon.
Dollar cost average into broad ETFs
Richardson is a believer in dollar cost averaging: putting a fixed amount into the market every month through an ETF or broad-based equity and bond portfolio, avoiding market timing and building wealth over time.
This Bloomberg Markets video, published August 28, 2026,
features Nikki Waller, Stacey Vanek Smith, Kenneth Rogoff, Nela Richardson
discussing ITB, CARZ, WOOD, U.S. 10-year Treasury yield, TLT, Artificial Intelligence, Broad-based equity and bond ETFs.
6 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Nikki Waller,
Stacey Vanek Smith,
Kenneth Rogoff,
Nela Richardson
· Tickers:
ITB,
CARZ,
WOOD,
U.S. 10-year Treasury yield,
TLT,
Artificial Intelligence,
Broad-based equity and bond ETFs
