Stephen Brown
Deputy Chief North America Economist at Capital Economics, providing macroeconomic analysis and commentary on inflation and bond-market reactions.
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Mar 3, 2026 • 7min
What's going on with the bond market?
David Whiston, a Morningstar equity analyst who focuses on autos, and Stephen Brown, Capital Economics’ deputy chief North America economist, join the conversation. They discuss why bond yields are rising despite safe-haven demand and how inflation and oil shocks shape investor behavior. They also cover the EPA reversal and which carmakers might gain or lose in the short and long run.
