Bond yield warning signs and Nvidia’s $100 billion forecast

In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Tom Sieber return from the summer break to discuss why government bond yields are rising again and what that means for stock markets and investors. Hannah Williford speaks to Rob Perrone from Orbis Investments for a deeper look at the recent bond market moves, while Tom examines Nvidia’s latest earnings, whether AI demand can keep justifying its valuation, BP’s new chair and Shein’s difficult Hong Kong stock market debut. Charlene looks at signs of weakness in the UK housing market, including house price and mortgage approvals data. She also explores record capital gains tax receipts and why some pension savers may not be getting all the tax relief they are owed.