Watch: Bond Breaking Point, International Reversal & Foreign Selling

Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze:

• Bond markets at critical levels - why Treasury yields could trigger government action
• The hidden overnight selling pattern revealing foreign vs. domestic investor behavior since Liberation Day
• International markets staging their first outperformance in “like forever”
• Consumer spending signals and what critical jobs data could reveal
• OPEC's surprising supply decision and its impact on oil markets
• Gold's massive run and whether exhaustion is setting in or not

From structural market shifts to emerging global opportunities, this comprehensive analysis provides advisors and investors with institutional-quality insights needed to navigate today's complex investment landscape.

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.