Advisors Capital Management Portfolio Manager Gus Scacco joined Yahoo Finance to discuss what equity and bond markets may be signaling about the economy and the growing role nuclear power could play in meeting future energy demand. This discussion explored why stocks and bonds may be responding to different market forces and shared his perspective on the opportunities and challenges surrounding nuclear energy.
Watch the full interview here.
Interview date: October 6, 2026
Gus Scacco discusses the outlook for nuclear power, including its potential to meet growing energy demand and the challenges of expanding nuclear capacity in the U.S.
Interview date: October 6, 2026
The roundtable discusses why equity and bond markets may be sending different signals, with stocks focused on profitability and economic growth while bonds respond to fiscal policy and higher yields.
Key Takeaways
Equity and bond markets may be focused on different signals: Equity investors are paying closer attention to corporate profitability and economic growth, while the bond market has increasingly focused on fiscal policy and higher term premiums.
Higher bond yields do not necessarily conflict with equity market strength: Rather than viewing the stock and bond markets as sending contradictory messages, their differing performance may reflect the distinct factors currently driving each market.
Nuclear power could play a larger role in meeting energy demand: Scacco pointed to nuclear power as a potential source of significant, clean energy while noting that expanding capacity in the U.S. will require overcoming lengthy construction timelines and rebuilding expertise in developing nuclear plants.
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