What podcasts say about Keith Lansford
Every statement, with the speaker, the exact quote and the moment it was said.
What Keith Lansford has said on podcasts
127 statements · 41 positive · 64 negative · 7 mixed · 15 neutral
- on Treasury yields, oil prices, and Middle East developmentsNeutralOct 8, 2026· Schwab Market Update Audio
Investors will likely focus on Treasury yields, oil prices, and Middle East developments
“investors will likely remain focused on treasury yields, oil prices, and developments in the Middle East”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 0:27
Weekly jobless claims could receive unusually high investor attention
“Weekly jobless claims could draw more attention than usual this morning”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 0:36
The Treasury will auction 30-year bonds
“the Treasury will auction 30-year bonds this afternoon”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 0:43
Oil prices, inflation, and fiscal concerns have driven global government yields higher
“Government bond yields have been rising globally throughout the year due largely to surging oil prices, elevated inflation, and concerns about the fiscal health of many developed nations”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 2:26
Strong earnings and AI enthusiasm helped U.S. markets overlook rising global yields
“U.S. markets have largely managed to look past the global rise in yields this year amid strong earnings and AI enthusiasm”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 2:54
Mortgage applications fell 4.2%, while purchase activity declined 15% year over year
“Mortgage applications sank 4.2 percent last week as well, and purchase activity was down 15 percent from a year ago”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 3:16
A significant increase in jobless claims could complicate the Fed’s inflation fight
“any sign of a significant uptick could complicate the Fed's inflation fight”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 4:33
PepsiCo faces pressure from declining snack volumes and higher input costs
“The food and beverage company has faced headwinds from declining snack volumes and higher input costs this year”
Open the episode · Another Bond Auction Looms As Yields Test MarketsListen at 5:08
Persistent high-yield credit spreads can reduce corporate profit growth.
“If persistent, this can drag corporate profit growth”
Open the episode · Fed Minutes, 10-Year Auction Next After New HighsListen at 3:10
Worsening credit conditions could harm smaller firms.
“The credit situation, if it worsens, could hurt smaller firms”
Open the episode · Fed Minutes, 10-Year Auction Next After New HighsListen at 3:14
Renewed 10-year yield highs could constrain stock prices.
“If yields on the 10-year resume their upward bias and notch fresh cycle highs again, this could keep a lid on stocks”
Open the episode · Fed Minutes, 10-Year Auction Next After New HighsListen at 5:19
Micron’s muted post-market share reaction may indicate optimistic whisper expectations.
“This could suggest so-called whisper numbers were more optimistic amid recent solid AI growth trends.”
Open the episode · Micron Mulled Ahead of ISM Data, Nonfarm PayrollsListen at 6:12
Mega-cap technology stocks may be viewed as less sensitive to rising yields.
“The early strength could reflect investors seeing these behemoths as less sensitive to rising yields.”
Open the episode · Micron Mulled Ahead of ISM Data, Nonfarm PayrollsListen at 7:05
The Fed rate outlook depends on inflation’s breadth and pace.
“The outlook largely depends on the breadth and pace of inflation.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 1:14
PCE inflation data could inform the Federal Reserve’s future rate path.
“PCE will be important and could help inform the future path of the Fed fund's rate.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 1:19
A very strong jobs report could raise October and December hike odds.
“A very strong jobs report might raise rate hike odds for both October and December”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 3:04
Only a very weak jobs report would likely lower hike odds or Treasury yields substantially.
“but it would likely take a very weak report to send a hike chances or Treasury yields much lower.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 3:09
Micron shares could move 9% after its earnings report.
“Micron shares could be volatile after the report, with the options market projecting a 9% move.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 5:26
The broader AI market could follow Micron and move major indexes pre-market.
“The rest of the AI market could follow Micron, likely moving major indexes in pre-market trading Thursday.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 5:32
Micron’s market impact might emerge fully during Thursday’s regular session.
“The full impact, however, might not be felt until Thursday's regular session begins and volume reaches normal daily levels.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 5:39
Market volatility could increase on the quarter’s final day.
“Volatility could also be up in general today as it's the final day of the quarter.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 5:48
Quarter-end conditions can cause profit-taking.
“This can cause some profit-taking.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 5:53
Market participants may be staying inactive ahead of key economic and earnings reports.
“It appears participants might be lying low awaiting today's PCE data, Micron, and Friday's payrolls report.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 6:00
Only 24% of S&P 500 stocks trade above their 50-day moving averages.
“The percentage of S&P 500 stocks trading above their 50-day moving averages, an important metric for market breadth, is weak at 24%”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 6:27
S&P 500 breadth reached a yearly low just below 18% in March.
“The low this year was in March, just below 18%.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 6:41
SpaceX’s Starship completed two orbits rather than six because of launch engine problems.
“However, the ship only made it through two orbits instead of the six planned due to engine problems at launch.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 8:00
CarMax shares rose almost 5% after impressive earnings.
“CarMax surged almost 5% as earnings impressed.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 8:08
The financial sector declined more than 6% in September.
“the financial sector is down more than 6% in September.”
Open the episode · PCE Prices, Micron Results Could Help Set ToneListen at 8:14
A flat August JOLTS report could indicate the low-hire, low-fire market persisted
“A flat report could indicate the low-hire, low-fire job market persisted in August”
Open the episode · Job Openings Ahead After Yields Hit New HighsListen at 1:37
An 85,000 payroll gain would likely not concern the Fed about labor-market weakness
“85,000 would be above the 71,000 three-month average and almost certainly not a big enough drop to make the Fed worry about the labor market.”
Open the episode · Job Openings Ahead After Yields Hit New HighsListen at 2:24
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.