
The Bond Vigilantes Return Oil Surges, the Fed Holds, and AI Unwinds
Jul 29, 2026 - 00:22:14
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This week’s market narrative is more nuanced than the headlines suggest. Inflation cooled again in January, reinforcing soft-landing hopes, while the labor market surprised to the upside with stronger-than-expected job g...
Cooling Inflation, Strong Jobs & AI Rotation: What’s Really Driving This Market is an episode from G.A.R Capital Podcast by Carlos Garcia . This week’s market narrative is more nuanced than the headlines suggest. Inflation cooled again in J...
This episode belongs to G.A.R Capital Podcast.
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Published Feb 17, 2026, 00:14:22 long, audio available.