Expert warns significant market pullback as bond yields rise and copper shortage looms

Bullish Gator

JI Financial CEO Jim Iuorio warns of a major pullback amid surging bond yields, growth-stock pressure, projected copper supply shortfall hitting Southern Copper, and AMD reaching a $1 trillion market cap.

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What stands out

Jim Iuorio warns that rising bond yields and a looming copper supply shortfall could trigger a significant market pullback, and he singles out pressure on growth stocks while noting Advanced Micro Devices recently hit a one trillion dollar market cap milestone. The clip matters because it stitches together fixed-income stress, a commodity supply narrative tied to Southern Copper, and the valuation spotlight on large-cap semiconductors into a single risk story on air. That combination frames the market as sensitive to both macro rates and raw-material constraints at once.