In this episode of Grow Money Business Grant covers what happened in the stock and bond markets in August.  He reviews what led to stocks’ strong month, what’s pushing up long term bond and mortgage rates, and what the Fed and the Treasury Department are doing about it.  He also covers an article on the pushback against AI and tech companies.

 

 

Show Notes

[01:47] Market Update – Market changes in the month of August.

[03:42] Article of the Week – Axios’s article on pushback against tech and AI.

[08:00] Strong Corporate Earnings – Grant explains the major force behind the recent strength in U.S. stock markets.

[14:16] AI Boom and Financial Risk – Grant explains how rapid buildout of AI infrastructure is creating a growing risk of overinvestment.

[18:10] Rising Long-Term U.S. Bond Yields – Grant shares growing concerns about inflation, government debt, and weakening demand for treasuries.

[26:44] Treasury Twist – Grant explains the growing conflict between the Trump Administration’s desire for faster economic growth and the Fed’s mandate to maintain monetary stability.

[32:00] New Bonds & Existing Bonds – Grant explains how rising bond yields can create both opportunities and risks for investors.

Resources

Big Tech faces Big Resistance

axios.com/2026/08/27/meta-settlement-big-tech-ai-backlash-data-centers