First Friday: Hope in Nepal; Trouble in the Bond Market

#747: We have good news on multiple fronts to share about the job market, the stock market, the commodities market, and volatile news around the bond market.

And we begin it with some great news coming out of Nepal.

Welcome to the First Friday episode for September 2026.

⏱️ TIMESTAMPS

Note: Timestamps may vary slightly depending on dynamic ad placements.

(00:00) Rescued workers in Nepal

(04:53) Strong August jobs report

(10:14) Conflicting employment data

(12:27) Strong jobs, weaker stocks

(17:43) Why bonds matter more

(23:17) Inflation drives Treasury yields

(29:45) Hidden risks in bonds