Jeremy Siegel Interview: Markets Brace for a Fed Pause and Rising Bonds Yields

ABOUT THE EPISODE Wharton’s Jeremy Siegel unpacks what the Fed’s latest move really signals for markets. He explains why Jerome Powell’s caution on a December rate cut is about managing expectations, not just data — and how that shapes stocks, bonds, and spending ahead of the holidays. Siegel also weighs in on AI-linked layoffs, trade talks with China, and why solid earnings still keep the bull market alive even as the Fed stays on edge. ABOUT THE PODCAST This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week. Subscribe on Apple Podcasts: https://whr.tn/3EdpB5X Subscribe on Spotify: https://whr.tn/4ihHaiT Watch/listen on the Knowledge at Wharton website: https://whr.tn/twib #FederalReserve #InterestRates #StockMarket #FedPolicy #Economy #Investing #MarketOutlook ----- The Wharton School of the University of Pennsylvania is committed to sharing its intellectual capital through Knowledge at Wharton, the school’s online business analysis journal. Launched in 1999, Knowledge at Wharton offers free access to: Articles, podcasts, and videos highlighting Wharton faculty research and analysis of current business trends Interviews with book authors from Wharton School Press In-depth series of curated content like Wharton Executive Education’s Nano Tools for Leaders A searchable database of more than 10,000 articles covering all aspects of business A weekly newsletter that delivers Knowledge at Wharton insights directly to your inbox Visit the Knowledge at Wharton homepage: https://whr.tn/3qUpSBE Subscribe to the Knowledge at Wharton YouTube channel: https://whr.tn/3DEAgAU