Is oil supply shock imminent? What to make of the bond market rout

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian take on the morning's biggest market stories ahead of the opening bell, discussing a range of topics, including forecasts surrounding oil supply shock, the global bond market (^TYX, ^TNX, ^FVX), and Wall Street's perspective on the AI buildout. Video Transcript 0:03 spk_0 Morning. Welcome to the 8:30. Happy 0:06 spk_1 Monday. Do you guys hear anything? 0:09 spk_0 I, I hear something. OK, I got it. I can't hear anything music. Uh oh, OK. Cross can't hear anything, but you know we're here. You don't need to hear anything else. You got us. We 0:16 spk_2 caught caught off guard.