Fidelity Podcast: Tony Discusses Bond Yield Peaks and Equity Rotation
Host Tony from Fidelity's In the Money podcast explores potential peaks in bond yields and equity market rotation. The episode highlights bullish positions in a U.S. Treasury bond ETF and a fast-food franchise, alongside a review of a past trade in an American communications tech firm.
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Fidelity's 'In the Money' podcast released an episode on October 16, 2026, titled 'Are bond yields running out of steam?'. Host Tony discusses the current state of bond yields, suggesting they may be peaking, and examines the ongoing rotation within equity markets.
According to the publisher's show notes, Tony outlines specific investment ideas, including bullish stances on a U.S. Treasury bond ETF and a fast-food franchise company. It also revisits a past trade involving an American communications technology company. This resource is selected for its direct relevance to investors tracking fixed-income trends and sector rotations in public markets.