Colin Martin sees the labor market shifting from stabilization to strength, with lower layoffs and steady payrolls. He argues that despite recent yield declines, factors like fiscal concerns, inflation uncertainty, and supply shocks will keep 10-year yields near 4.5%. He expects Fed Chair Warsh to be tight-lipped on forward guidance and focus on productivity and inflation frameworks. He also notes that if wage growth continues to decline, it may not be as inflationary as some fear.
explicit
inferred
RUT
Oil
Metals
inferred
Charles Schwab
8.0
Asset Manager $890.00B
Colin Martin 7.5
Asset Manager $890.00B
Colin Martin 7.5
7/1/2026 2:21:40 PM
dxy
Martin's view that yields will stay elevated supports a stronger dollar. The host notes the dollar index continues to strengthen, and Martin does not contradict this.
ndx
Martin focuses on yields and labor market, not equities directly. Higher yields typically pressure growth stocks like NDX, but no explicit direction given.
yields
I think there's a number of factors that should keep them near 4.5%. Even if we start to see some encouraging readings on inflation.
| 6/23/2026 9:00:24 PM | short term cautious up | 5 days later | -0.64% | -0.32% |
| 6/23/2026 6:00:13 PM | short term up | 5 days later | -0.64% | -0.64% |
| 6/19/2026 1:00:15 AM | short term up | 7 days later | -2.99% | -2.99% |
| 6/18/2026 7:00:19 PM | short term cautious down | 5 days later | -1.10% | +0.55% |
| 6/16/2026 3:33:45 PM | short term cautious down | 5 days later | +1.03% | -0.52% |
| 6/10/2026 7:00:16 PM | short term up | 5 days later | -0.78% | -0.78% |
| 6/9/2026 1:00:34 AM | short term cautious up | 5 days later | -1.61% | -0.80% |
| 6/8/2026 11:37:26 PM | short term up | 6 days later | -1.30% | -1.30% |
| 6/8/2026 6:04:18 PM | medium term cautious up | 20 days later | -3.40% | -1.70% |
| 6/5/2026 7:35:40 PM | short term up | 7 days later | -1.82% | -1.82% |
| 6/5/2026 4:30:04 PM | short term up | 7 days later | -1.82% | -1.82% |
| 6/4/2026 4:40:40 PM | short term down | 5 days later | +0.13% | -0.13% |
| 6/3/2026 7:30:39 PM | short term up | 5 days later | +1.14% | +1.14% |
| 6/2/2026 6:00:01 PM | short term up | 5 days later | +1.36% | +1.36% |
| 6/1/2026 3:30:31 PM | short term cautious up | 6 days later | +2.18% | +1.09% |
| 5/29/2026 7:00:03 PM | medium term cautious up | 21 days later | +0.76% | +0.38% |
| 5/28/2026 7:00:37 PM | medium term cautious up | 20 days later | -0.04% | -0.02% |
| 5/26/2026 4:30:11 PM | short term down | 5 days later | -0.13% | +0.13% |
| 5/24/2026 4:30:31 PM | medium term up | 21 days later | -1.95% | -1.95% |
| 5/23/2026 1:00:14 AM | short term sharp up | 5 days later | -2.30% | -3.46% |
| 5/22/2026 7:01:08 PM | short term cautious up | 5 days later | -2.30% | -1.15% |
| 5/21/2026 7:00:03 PM | medium term cautious up | 20 days later | -2.08% | -1.04% |
| 5/21/2026 3:30:57 PM | short term down | 5 days later | -1.69% | +1.69% |
| 5/20/2026 6:00:24 PM | short term up | 5 days later | -2.03% | -2.03% |
| 5/20/2026 4:30:01 PM | short term cautious down | 5 days later | -2.03% | +1.01% |
| 5/20/2026 1:00:35 AM | short term sharp up | 5 days later | -2.03% | -3.04% |
| 5/19/2026 7:00:05 PM | medium term sharp up | 20 days later | -0.96% | -1.44% |
| 5/19/2026 5:39:53 PM | medium term down | 20 days later | -0.96% | +0.96% |
| 5/18/2026 6:00:43 PM | short term up | 5 days later | -2.34% | -2.34% |
| 5/18/2026 3:30:42 PM | medium term cautious up | 20 days later | -2.46% | -1.23% |
| 5/15/2026 3:30:02 PM | short term up | 6 days later | -1.41% | -1.41% |
| 5/14/2026 7:01:22 PM | short term cautious up | 5 days later | -0.50% | -0.25% |
| 5/14/2026 3:30:29 PM | short term cautious up | 5 days later | -0.50% | -0.25% |
| 5/13/2026 6:00:58 PM | short term sharp up | 5 days later | +4.62% | +6.93% |
| 5/13/2026 4:07:44 PM | short term up | 5 days later | +4.62% | +4.62% |
| 5/12/2026 6:01:10 PM | short term sharp up | 5 days later | +3.17% | +4.75% |
| 5/12/2026 4:00:57 PM | medium term cautious down | 20 days later | -0.58% | +0.29% |
| 5/11/2026 7:00:43 PM | short term up | 6 days later | +3.59% | +3.59% |
| 5/11/2026 4:33:03 PM | short term up | 6 days later | +3.59% | +3.59% |
| 5/6/2026 7:01:28 PM | short term up | 5 days later | +1.62% | +1.62% |
| 5/4/2026 7:00:25 PM | medium term cautious up | 20 days later | +3.22% | +1.61% |
| 5/1/2026 8:00:31 PM | medium term cautious up | 20 days later | +2.52% | +1.26% |
| 5/1/2026 5:30:10 PM | short term down | 7 days later | -0.81% | +0.81% |
| 4/29/2026 10:30:10 PM | short term up | 5 days later | +0.59% | +0.59% |
| 4/22/2026 6:00:26 PM | short term cautious down | 5 days later | +0.72% | -0.36% |
| 4/17/2026 7:00:31 PM | medium term up | 21 days later | +3.76% | +3.76% |
| 4/10/2026 7:01:10 PM | medium term up | 21 days later | +3.47% | +3.47% |
| 4/8/2026 7:30:12 PM | short term down | 5 days later | -0.86% | +0.86% |
| 3/27/2026 10:22:16 PM | short term sharp up | 7 days later | -0.16% | -0.24% |
| 3/27/2026 6:00:24 PM | short term cautious up | 7 days later | -0.16% | -0.08% |
| 3/26/2026 6:15:02 PM | short term up | 5 days later | -2.73% | -2.73% |
| 3/24/2026 3:30:35 PM | short term cautious up | 5 days later | +0.32% | +0.16% |
| 3/23/2026 6:00:33 PM | medium term cautious up | 20 days later | -2.16% | -1.08% |
| 3/20/2026 4:35:56 PM | medium term up | 21 days later | -0.85% | -0.85% |
| 3/17/2026 6:01:27 PM | short term down | 5 days later | +1.76% | -1.76% |
| 3/16/2026 6:01:06 PM | short term up | 6 days later | +3.14% | +3.14% |
| 2/23/2026 7:00:42 PM | medium term cautious up | 20 days later | +4.64% | +2.32% |
| 2/18/2026 7:00:31 PM | medium term cautious up | 20 days later | +3.26% | +1.63% |
| 2/13/2026 4:30:47 PM | short term down | 7 days later | -0.67% | +0.67% |
| 2/11/2026 7:35:50 PM | short term up | 5 days later | -1.27% | -1.27% |
| 2/11/2026 4:30:22 PM | short term up | 5 days later | -1.27% | -1.27% |
| 2/9/2026 7:00:36 PM | short term cautious down | 6 days later | -2.19% | +1.10% |
| 1/30/2026 7:01:03 PM | short term up | 7 days later | -1.80% | -1.80% |
| 1/23/2026 8:46:35 PM | long term cautious up | 60 days later | +5.39% | +2.69% |
| 1/20/2026 7:01:32 PM | short term up | 5 days later | -0.94% | -0.94% |
| 1/7/2026 6:30:03 PM | long term cautious up | 60 days later | -1.12% | -0.56% |
| 12/31/2025 5:47:14 PM | short term up | 5 days later | -1.17% | -1.17% |
| 12/23/2025 5:54:44 PM | short term up | 5 days later | -0.48% | -0.48% |
| 12/17/2025 7:00:01 PM | medium term cautious up | 20 days later | +0.53% | +0.27% |
| 12/15/2025 6:00:31 PM | short term down | 6 days later | +0.48% | -0.48% |
| 12/11/2025 7:30:17 PM | short term cautious down | 5 days later | -1.03% | +0.51% |
| 12/5/2025 8:31:08 PM | medium term cautious up | 21 days later | -1.34% | -0.67% |
| 12/1/2025 7:17:24 PM | medium term up | 20 days later | +2.03% | +2.03% |
| 11/21/2025 6:00:06 PM | short term cautious down | 7 days later | +1.44% | -0.72% |
| 11/14/2025 6:01:14 PM | short term cautious up | 7 days later | -2.30% | -1.15% |
| 11/11/2025 1:00:57 AM | short term up | 5 days later | +1.67% | +1.67% |
| 11/5/2025 11:14:15 PM | short term sharp up | 5 days later | +0.66% | +0.99% |
| 11/5/2025 6:00:18 PM | medium term cautious up | 20 days later | -2.32% | -1.16% |
| 10/31/2025 5:00:59 PM | short term cautious down | 7 days later | +0.10% | -0.05% |
| 10/29/2025 5:30:29 PM | short term cautious down | 5 days later | -0.10% | +0.05% |
| 10/27/2025 5:01:01 PM | short term up | 6 days later | +3.09% | +3.09% |
| 10/24/2025 8:41:31 PM | short term cautious down | 7 days later | +2.73% | -1.36% |
| 10/24/2025 5:33:04 PM | short term up | 7 days later | +2.73% | +2.73% |
| 10/23/2025 7:03:38 PM | short term cautious down | 5 days later | +1.53% | -0.76% |
| 10/21/2025 6:30:23 PM | short term down | 5 days later | +1.11% | -1.11% |
| 10/20/2025 6:30:14 PM | short term cautious down | 6 days later | +0.86% | -0.43% |
| 10/16/2025 10:47:56 PM | short term down | 5 days later | -1.35% | +1.35% |
| 10/14/2025 6:01:25 PM | short term cautious up | 5 days later | -1.48% | -0.74% |
| 10/14/2025 5:34:13 PM | short term cautious down | 5 days later | -1.48% | +0.74% |
| 9/30/2025 5:42:26 PM | short term cautious down | 5 days later | +1.36% | -0.68% |
| 9/29/2025 6:30:09 PM | short term cautious up | 6 days later | +0.34% | +0.17% |
| 9/26/2025 6:27:34 PM | short term cautious down | 7 days later | +0.51% | -0.25% |
| 9/22/2025 6:00:19 PM | short term cautious down | 6 days later | +0.51% | -0.25% |
| 9/18/2025 5:45:03 PM | medium term cautious down | 20 days later | +0.22% | -0.11% |
| 9/17/2025 6:01:49 PM | short term cautious down | 5 days later | +0.39% | -0.19% |
| 9/16/2025 11:52:11 PM | short term cautious down | 5 days later | +1.64% | -0.82% |
| 9/15/2025 10:13:32 PM | medium term cautious down | 20 days later | +3.38% | -1.69% |
| 9/15/2025 6:00:38 PM | short term cautious down | 6 days later | +2.91% | -1.45% |
| 9/12/2025 11:30:07 PM | short term cautious down | 7 days later | +2.70% | -1.35% |
| 9/10/2025 11:30:15 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 9/5/2025 11:30:10 PM | short term sharp down | 7 days later | -0.30% | +0.44% |
| 9/3/2025 11:30:04 PM | medium term cautious down | 20 days later | -0.69% | +0.35% |
| 9/2/2025 8:01:17 PM | short term cautious down | 5 days later | -3.92% | +1.96% |
| 8/29/2025 11:22:31 PM | medium term down | 20 days later | -3.13% | +3.13% |
| 8/28/2025 11:34:09 PM | medium term cautious down | 20 days later | -2.91% | +1.45% |
| 8/25/2025 11:30:06 PM | medium term cautious down | 20 days later | -5.26% | +2.63% |
| 8/25/2025 6:17:17 PM | short term cautious down | 7 days later | +0.45% | -0.22% |
| 8/25/2025 6:17:17 PM | short term cautious down | 7 days later | +0.45% | -0.22% |
| 8/22/2025 11:30:14 PM | short term down | 8 days later | +0.05% | -0.05% |
| 8/21/2025 6:30:30 PM | short term cautious up | 5 days later | -0.52% | -0.26% |
| 8/13/2025 11:30:57 PM | short term down | 5 days later | +0.21% | -0.21% |
| 8/8/2025 11:30:04 PM | long term cautious down | 60 days later | -5.20% | +2.60% |
| 8/7/2025 11:35:19 PM | medium term cautious down | 20 days later | -1.82% | +0.91% |
| 7/30/2025 1:54:24 AM | short term up | 5 days later | -3.76% | -3.76% |
| 7/21/2025 11:30:17 PM | medium term cautious down | 20 days later | -1.45% | +0.73% |
| 7/16/2025 11:30:00 PM | short term cautious up | 5 days later | -2.85% | -1.42% |
