Marketplace All-in-One Investors, Treasury bonds, and war in the Middle East
Mar 24, 2026
Discussion of Treasury bond auctions and what shifting investor demand says about future rates. Examination of an FCC ban on foreign-made consumer routers and the national security rationale. Conversation about how the Middle East war and energy shocks have changed rate expectations. A segment on the tradeoffs of turning a hobby into a side hustle.
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FCC Bans New Foreign-Made Consumer Routers
- The FCC will ban sale of new consumer routers made abroad due to security vulnerabilities found in a White House review.
- Existing FCC-approved routers remain legal to buy, with exceptions for devices conditionally approved by defense agencies.
How Treasury Auctions Reflect Fed Expectations
- Treasury auctions reveal investor expectations about future Fed moves and the economy.
- After the Iran war escalation and oil price spike, investors now expect the Fed to hold or even raise rates rather than cut this year.
War in Iran Shifted Bond Market Calm
- Geopolitical shocks like the president's war in Iran can reverse calm bond-market expectations quickly.
- Energy price spikes raise the risk of a persistent inflation shock that could force central banks to act, changing rate forecasts.