This Warning Sign Hasn't Been Seen Since 1996

Global bond yields just climbed to their highest level since 2008, with Japan's 10-year notes touching 3% for the first time since 1996, as traders price in a near seventy percent chance of a Fed rate hike this month. Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis put four stories on the clock: the global bond selloff and a central banking system with no good options left, European Commission President Ursula von der Leyen's push to redirect ten trillion euros of household savings into EU companies, a Wall Street Journal piece on Americans melting down family heirlooms for cash, and South Korea giving its entire population free, unlimited access to AI. Where's the signal, and where's the noise?

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🎙️ About The Show

Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.

🧠 Chapters

00:00 - Intro

00:31 - Topic 1 - The EU Wants Your Savings

08:05 - Topic 2 - Melting Down the Family Silver

18:11 - Topic 3 - Global Bond Yields Hit Their Highest Level Since 2008

26:10 - Topic 4 - South Korea Gives Its Whole Country Free AI

34:02 - Lightning Round and Parting Thoughts

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