Why Rising Bond Yields Could Force Washington to Act

ABOUT THE EPISODE What are rising bond yields telling us about the U.S. economy—and could they eventually force Washington to address the country’s growing deficits?

Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, joins the conversation to discuss tariffs, the bond market, fiscal policy and the outlook for stocks.

Siegel also explains why the stock market has remained resilient despite higher yields and uncertainty, and what could determine whether equities break through their previous highs.

The conversation also covers AI valuations, strong technology earnings, interest rates, inflation and the economic outlook heading into the fall.

ABOUT THE PODCAST This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

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