Ep 224. The Disconnect Between Bond Yields and Oil Prices

David unpacks a growing disconnect between rising bond yields and falling oil prices, signaling potential economic trouble ahead. He also explores key indicators—from auto loan delinquencies to depleted savings—that suggest consumer strain and a slowing economy, despite optimistic headlines. To top it off, the Labor Department admits to overstating job growth by nearly 400,000 positions, raising serious concerns about the reliability of government-reported economic data.