AI Shockwaves, Falling Yields & Tariff Turbulence: José Torres Maps the Economic Crossroads

Nvidia delivers 73% revenue growth — yet the stock drops 5%. What is the bond market telling us that equities aren’t? On this episode of The Torres Report, host Todd M. Schoenberger sits down with José Torres, Senior Economist at Interactive Brokers, to break down the economic forces driving today’s markets. They discuss: ✔️ Why investors rotated from tech into Treasuries ✔️ AI’s real impact on jobs, wages, and productivity ✔️ Labor shortages vs. unemployment fears ✔️ Mortgage rates falling below 6% — and what it means for housing ✔️ The Supreme Court tariff battle and market implications ✔️ CPI vs. PCE vs. PPI — and what the Fed is really watching ✔️ Why narrowing deficits and falling yields could fuel a Dow & Russell breakout Is the economy stronger than markets think? And could rate cuts unlock the next leg higher? If you follow macro, policy, rates, or equities — this is a must-watch conversation. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheTorresReport #JoseTorres #InteractiveBrokers #Nvidia #AIeconomy #TreasuryYields #MortgageRates #Tariffs #FederalReserve #CPI #PCE #JobsReport #DowJones #Russell2000 #MacroEconomics #StockMarket Learn more about your ad choices. Visit megaphone.fm/adchoices