US long-term interest rates are climbing to the highest levels since 2006, and the noise about a looming crash can be hard to ignore. We unpack what’s really moving 10-year bond yields, why the jump is unusual, and how it flows through to everyday Australians via mortgages, car loans, credit cards and business borrowing. We also talk about the weird split between gloomy consumer confidence and people still spending, and what “higher for longer” could mean for budgets and portfolios.

For retirees and savers, the reset is real: term deposits and quality fixed interest finally offer returns that can compete with dividend shares. That raises a sharper question about the equity risk premium and whether you should be taking sharemarket risk when you can get a solid return with lower volatility. We walk through the trade-offs, including why shares can still matter for long-term capital growth, and why investing decisions are often about comparing “this or that” rather than chasing a perfect answer.

Then the conversation takes a big turn into markets reacting to GLP-1 weight loss drugs and what they might change across the economy. We look at why CSL and ResMed have been caught up in the story, and why the bigger investing angle is second-order effects: reduced appetite can hit supermarket baskets, soft drink sales, alcohol consumption and even industries that rely on a small cohort of heavy users. We also touch on uranium’s resurgence, a simple roadmap for someone starting with $1,000, and the pressure cooker of buying a home in Australia without destroying your quality of life.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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