Episode 175: Investment Friday – Bond Market Shock, Tariff Tensions & Global Trade Fallout with Brad Haines


Episode 175: Investment Friday – Bond Market Shock, Tariff Tensions & Global Trade Fallout with Brad Haines


Market volatility is shaking investor confidence again. But is it a signal to panic—or a rare opportunity? And with global relationships shifting fast, how will bond markets and foreign policy ripple through your portfolio?

In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, dive into the whiplash-inducing week across equities and bonds. From Trump's tariff “pause” to a potential insider trading scandal, and a sudden surge in Treasury yields driven by foreign retaliation, the markets are anything but calm.

Listen in to learn more about:

  • Why Trump's “pause” on reciprocal tariffs caused a short-covering rally

  • The significance of a 145% tariff on Chinese goods—and China's matching response

  • Concerns over possible insider trading ahead of Trump's announcement

  • What a potential hedge fund blowup in Japan tells us about bond market volatility

  • Why Treasury yields surged from 3.87% to 4.53% in just a few days

  • How rising bond yields ripple into mortgage rates, credit cards, and valuations

  • Why foreign ownership of U.S. debt (over $8.5 trillion) matters more than ever

  • The reputational damage to the U.S. as a global trade partner, and why even a full reversal on tariffs won't undo all the economic harm

  • How small businesses are especially vulnerable to unpredictability in global trade

If you're in the accumulation phase of life, this episode helps you navigate chaos with confidence and stay focused on long-term wealth-building. If you're in or near retirement, we explore the ripple effects of market instability and interest rate hikes on your income strategy—so you can protect what you've built without getting caught in reactionary decisions.

We love answering listener questions! Send them to Hannah at [email protected] or Brad at [email protected]!

Connect with Brad here:

Website: https://www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

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