Podcasts about Beige Book

The latest Beige Book from the Federal Reserve paints a cautious picture of the U.S. economy. In this episode, Kathy Fettke breaks down the key takeaways for real estate investors—slowing job growth, rising inflation concerns, and the growing impact of tariffs, which were mentioned a record 122 times. Learn how regional trends and economic uncertainty could influence housing demand, borrowing costs, and investor strategy in the months ahead. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Source: https://www.cnbc.com/2025/06/04/fed-beige-book-economic-report-cites-declining-growth-rising-prices-and-slow-hiring.html 

In this week's episode we unpack three reports about the labor market; the mixed results show an uptick in new job openings amid increasing initial weekly unemployment claims, though the unemployment rate remains steady at 4.2%. We also discuss the Federal Reserve's Beige Book report, which shows elevated levels of consumer and commercial uncertainty ahead of the June 18 Federal Open Market Committee meeting. As always, we analyze how this news is affecting the equity and fixed income markets. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Managing Director of Fixed IncomeStephen Hoedt, Head of Equities 02:07 – The Fed's Beige Book shows mixed growth across districts, and an increasing degree of policy and economic uncertainty.02:59 – We introduce two reports about jobs and payrolls from the Bureau of Labor Statistics and another report from the Department of Labor on unemployment.06:20 – Putting the news of the week in context of the overall uncertainty caused by the question of tariffs and trade policy.07:24 – Equities appear to be on an upward trajectory calling the old “Sell in May and go away” adage into question.10:05 – The Magnificent 7 companies' stocks take diverging paths resulting from tariffs or noise from the Beltway.12:10 – The bond market reacts to the nonfarm payroll news, while traders ease their expectations of future rate cuts.13:27 – Treasury yields moved higher, though buyers remain standoffish amid the continuing debate on the U.S. fiscal deficit and tax policy.15:27 – Credit spreads show an optimistic outlook, especially on corporate issuances.16:31 – In a reversal of the historic norm, global central banks made moves to cut rates rather than following the U.S. Fed's example.Additional ResourcesJoin our June 11 National CallKey Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletterWeekly Investment Brief Follow us on LinkedIn

Amid increased vehicle values, a rise in vehicle repossessions and continued tariff-induced uncertainty, Auto and powersports players are implementing new leadership, positioning themselves for growth and weighing incentives to weather macroeconomic challenges. Prices for every major vehicle segment except compact cars saw a year-over-year increase in May, according to Cox Automotive data published June 6. EV values and used-vehicle values may be normalizing after a pre-tariff purchase surge, according to Jeremy Robb, senior director of economic and industry insights at Cox Auto. The rate of 30-day plus auto delinquencies fell 18 basis points YoY in the first quarter, according to an Experian report released June 5. Auto inventory also fell in the regions covered by the Federal Reserve banks of Philadelphia and Cleveland, prompting higher prices, according to the Fed's June 4 edition of the Beige Book. National repossession assignments reached 2.1 million year to date through April, though lenders are delaying filing repossession papers. In the nonprime space, lenders are looking at using AI technologies and speeding funding time while preparing to slow their activity in the wake of tariffs, according to panelists at the Non-Prime Auto Financing Conference on June 4 and 5, respectively.  Amid supply chain concerns and tariff-induced market uncertainty, captives are meeting with their OEM partners and deciding whether to keep incentives they began in response to the tariffs.  Meanwhile, powersports lender Ironhorse Funding, which funds more than $20 million per month in originations, is seeking over $120 million in forward-flow commitments. In the marine world, dealers have reported a rise in repower, or boat engine replacement sales. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends in affordability and powersports for the week ended June 6.  

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistakes by age group, financial planning in the first year of widowhood, the role of a QDRO in divorce proceedings, and debunking myths about millionaires.

We close out the week by reflecting on the latest jobs numbers and what the results indicate about the health of the US labor market. We also review this past week's notable data releases, including a look at the Fed's Beige Book. Plus, a preview of what to expect in the week ahead. Featured is Danny Kessler, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Campbell's Soup Company released a report regarding consumers' dinning habits as a sign of economic times; Kevin has the details, some thoughts on this and an opinion or two. On Wednesday the Federal Reserve released the data, on the economy, from their "Beige Book"; Kevin has the details, offers his insights and discusses the information. The U.S. Labor Department released the Weekly Jobless Claims report; Kevin sorts through the data, challenges some of the conclusions, offers his insights and offers some information not included in the report. Oil and gas prices react to President Trump and China's leader Xi Jinping agreeing to meet, face to face, on trade and tariffs during a phone call, U.S. gasoline and distillate inventories posting big weekly builds, Saudi Arabia cuts in prices for Asian crude buyers, geopolitical events and Canadian wildfires. Kevin offers his thoughts on the 81st anniversary of D-day.

This episode we talk about all the jobs numbers out this week as well as the Beige Book and the surprising Mag7 Q1 earnings.

Campbell's Soup Company released a report regarding consumers' dinning habits as a sign of economic times; Kevin has the details, some thoughts on this and an opinion or two. On Wednesday the Federal Reserve released the data, on the economy, from their "Beige Book"; Kevin has the details, offers his insights and discusses the information. The U.S. Labor Department released the Weekly Jobless Claims report; Kevin sorts through the data, challenges some of the conclusions, offers his insights and offers some information not included in the report. Oil and gas prices react to President Trump and China's leader Xi Jinping agreeing to meet, face to face, on trade and tariffs during a phone call, U.S. gasoline and distillate inventories posting big weekly builds, Saudi Arabia cuts in prices for Asian crude buyers, geopolitical events and Canadian wildfires. Kevin offers his thoughts on the 81st anniversary of D-day.

Today on the show: Olivia Rinaldi from CBS News live at The White House. Mike McKee from Bloomberg on The Fed's Beige Book. Travel Expert Peter Greenberg. Plus, Anthony Michael Hall and Billy Gardell join us live! 9am-noon on 95.5 WSB.

Today on the show: Olivia Rinaldi from CBS News live at The White House. Mike McKee from Bloomberg on The Fed's Beige Book. Travel Expert Peter Greenberg. Plus, Anthony Michael Hall and Billy Gardell join us live! 9am-noon on 95.5 WSB.

Today on the show: Olivia Rinaldi from CBS News live at The White House. Mike McKee from Bloomberg on The Fed's Beige Book. Travel Expert Peter Greenberg. Plus, Anthony Michael Hall and Billy Gardell join us live! 9am-noon on 95.5 WSB.

What is the Beige Book? It's the story of the economy that you can't always see in the numbers. Eight times a year, each Federal Reserve Bank publishes a Beige Book after gathering real-world economic insight from regional business leaders and experts.  Mary Burke is a principal economist and policy advisor with the New England Public Policy Center at the Boston Fed. She talks to Six Hundred Atlantic about what the Beige Book is and why it matters to the U.S. economy.  Visit bostonfed.org to learn more about the Beige Book. For more interviews and analysis of the economy in New England and nationwide, visit BostonFed.org/SixHundredAtlantic.aspx. Subscribe to our email list to stay updated on new episodes.

The St. Louis Fed's Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch, and Charles Gascon, economist and research officer, discuss economic insights from the latest Beige Book release highlighting the Arkansas region and the Eighth District.

David Rosenberg says the U.S. recession isn't coming, it's already here. In this urgent interview with Trey Reik (Part I of II), Rosenberg explains how trillions in post-COVID stimulus masked economic pain, why that fiscal support is now gone, and how Wall Street is misreading the signals. He breaks down the Fed's biggest policy errors, including Jay Powell's obsession with legacy over leadership. Rosenberg warns that the Fed is ignoring its own Beige Book and that both soft and hard data now point clearly to contraction. From consumer stress and housing unaffordability to labor market weakness and collapsing business investment, the red flags are multiplying. Key topics discussed: Why Rosenberg thinks the recession has already started The Fed's credibility crisis and Powell's “legacy problem” How government stimulus distorted the economy Rising uncertainty from trade and tariffs Housing and labor market red flags The only sector still showing strength: AI and data centers Why Treasuries are his top conviction trade This is Part I of a 2-part interview. Part II will be released next Monday. Subscribe and turn on notifications so you don't miss it! Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/45aIwsZ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:02 - The Last Time Rosenberg Was Bullish, and What Changed 5:55 - 2022-2023: The Recession That Never Came. What Went Wrong? 19:47 - Soft Data Says GDP Is Shrinking 26:07 - Are the Job Numbers Real… or a Mirage? 33:03 - Powell's Fed: Legacy or Liability? 38:26 - Was 2021's QE the Biggest Policy Mistake Ever? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Economy #Recession #FederalReserve #InterestRates #DavidRosenberg #Markets #Stocks #Bonds #Treasuries #Macro ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charles Gascon, economist and research officer at the Federal Reserve Bank of St. Louis is in studio this morning to give us the picture of regional economy with Megan Lynch.

Treasuries rallied as tepid US economic data reinforced expectations for Federal Reserve interest rate cuts this year. The 10-year Treasury yield fell 10 basis points to the lowest level in almost a month. Equity-index futures for Asia were mixed while an index of US-listed Chinese shares rose 2%. We get a read on markets from Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Premier Wealth. Plus - economic activity declined slightly in the US in recent weeks, indicating tariffs and elevated uncertainty are rippling across the economy, the Federal Reserve said in its Beige Book survey of regional business contacts. Mentions of tariffs came up 122 times in the Beige Book, compared with 107 in the prior report. Variations of the word "uncertain" appeared 80 times. We look at what it may mean for monetary policy with David Bahnsen, Founder and Chief Investment Officer at the Bahnsen Group.See omnystudio.com/listener for privacy information.

Singapore shares inched higher to track broader gains in Asia today. The Straits Times Index went up by 0.18% to 3,910.72 points at about 2.15pm Singapore time, with a value turnover of S$703.63M seen in the broader market. In terms of companies to watch, we have Thai Beverage, after the beer maker yesterday announced a US$2 billion multicurrency debt issuance programme. The group said net proceeds from the programme will be used for “general corporate purposes” of the company. Elsewhere, from a softer than expected US private-sector jobs report and what that means for global markets, to remarks made in the Federal Reserve’s closely watched “Beige Book” study – more international developments remain in focus. Also on deck – how Citigroup said today that it will cut the numbers of employees at two of its technology centres in China by about 3,500. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. See omnystudio.com/listener for privacy information.

Alors là, faut qu'on parle. Powell ne bouge pas. Trump gueule. L'ADP affiche 37'000 jobs au lieu de 110'000. Et pendant ce temps… les indices continuent leur petit délire haussier. Pourquoi ? Parce qu'on espère une baisse des taux.

US equities were mixed in choppy, but largely uneventful Wednesday trading, With the Dow Jones closing down 22bps, while the S&P500 and Nasdaq finished up 1bps and 32bps respectively. The Big story today was weaker data and the accompanying rate rally. May ADP private payrolls coming in much softer than expected while May ISM Services moved back into contraction territory. Results seen as putting some added scrutiny on May non-farm payrolls this Friday. Fed's latest Beige Book said economic activity has declined slightly since the previous report.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

The Beigie Awards are back to recognize the regional Federal Reserve Bank with the best Beige Book entry. On today's episode, we shine a spotlight on a Midwest food bank. Related episodes: Why Midwest crop farmers are having a logistics problem (Apple / Spotify)How many times can you say uncertainty in one economic report? (Apple / Spotify) For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve's Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how Annex Private Client's “high speed, low drag” approach mirrors military efficiency, plus features on Distribution Planning and the Money Lies We Tell Ourselves. 

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel delves into the ongoing volatility from President Trump's on-again/off-again tariffs, the public tensions between Trump and Federal Reserve Chair Jerome Powell and the question of a Fed free of political influence, and what happened with earnings in the first quarter of 2025.  01:52 – Both new unemployment claims and continuing unemployment claims remained stable, despite recent and ongoing market volatility.  02:20 – Existing home sales fell in March by 5.9%, the biggest month-over-month decline since November 2022.    02:57 – The Federal Reserve's Beige Book report came out on Wednesday, showing that economic activity changed very little since the previous report.  03:06 – Comments on shifting U.S. tariff policy, including American and Chinese leadership's concession that things might have gotten out of hand, and Treasury Secretary Scott Bessent's hints at lower tariffs in the future.  07:18 – Discussion on President Trump's public battle with Fed Chair Powell on interest rates, questions around the Powell's job security and the notion of an independent Federal Reserve, and how this all impacts the bond market.  12:08 – Analyzing the relatively small 6% dip to the equity markets year-to-date amid ongoing volatility, and how negative sentiment and positive momentum can work together to push the market higher.  17:35 – Looking ahead to next week's earnings reports and indicators to watch out for, chiefly Friday's employment report.  Additional ResourcesKey Questions: What Is the Mar-a-Lago Accord and Why Should Investors Care? | Key Private BankKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn250425-3182628

A decline in the US dollar can affect prices, investments, and travel costs, making it important to understand how these changes might influence your everyday life. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, Market Wrap, OKE - ONEOK Inc., ADBE - Adobe Inc., Why Should You Care If the US Dollar Falls?, AEM - Agnico Eagle Mines Ltd., CME - CME Group Inc. Cl A, The Beige Book, Trading Earnings Reports, TOL - Toll Brothers Inc., MAS - Masco Corp., IBIT - iShares Bitcoin Trust ETF, UNH - UnitedHealth Group Inc., Tariffs Impact on Domestic Production.Advertising Inquiries: https://redcircle.com/brands

Scientists say they have developed a way to measure how much liability individual corporations have for the economic damage caused by climate change. The total cost over decades is calculated at $28 trillion, with 10 fossil fuel companies responsible for more than half of that amount. Plus, we'll read between the lines of the Federal Reserve's Beige Book and hear how a Baltimore community college is rising to meet a hunger for welders.

Scientists say they have developed a way to measure how much liability individual corporations have for the economic damage caused by climate change. The total cost over decades is calculated at $28 trillion, with 10 fossil fuel companies responsible for more than half of that amount. Plus, we'll read between the lines of the Federal Reserve's Beige Book and hear how a Baltimore community college is rising to meet a hunger for welders.

The Federal Reserve's Beige Book has biases. The businesses that provide anecdotal evidence will have an agenda, and the Fed economists who edit the anecdotes into coherence understand the economics of trade. Nonetheless, the latest edition used “uncertainty” 80 times—more than twice the references during the pandemic or the global financial crisis. Erratic policies are having an economic impact, and that seems to have penetrated partisan media bubbles.

US equity futures are softer Thursday following two consecutive sessions of gains. European equity markets opened lower. Asian markets ended mixed. The US-China trade narrative continued to evolve with reports the White House is considering cutting China tariffs by more than 50%. Trump reiterated that a deal would bring substantial reductions, though not elimination of tariffs. Treasury Secretary Bessent emphasized any rollback would be conditional and that a full trade agreement could take 2–3 years. Separate trade talks with Japan, Vietnam, and South Korea continued. In earnings, TSLA's results were weak but in line with expectations, with Musk pledging to shift focus from DOGE in May. On policy, Fed Chair Powell's position appeared secure following Trump's comments, while the Fed's Beige Book cited stable activity but highlighted tariff-driven uncertainty.Companies mentioned: WW International, Columbia Banking System, Pacific Premier Bancorp, Ford, General Motors, Tesla

The St. Louis Fed's Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch, and Charles Gascon, economist and research officer, discuss economic insights from the latest Beige Book release highlighting the Arkansas region and the Eighth District.

Chuck Gascon, Economist with the Federal Reserve Bank of St. Louis joins Megan Lynch in studio to talk about the regions economy and our comparison to rest of country.

Market Trends and Economic Indicators - April 23rd In today's episode of Dividend Cafe, Brian Szytel provides a market update from the West Palm Beach office on April 23rd, highlighting two consecutive positive days in the markets. Key drivers include easing rhetoric on tariffs with China and the retraction of statements about ousting Fed Chair Jerome Powell. The episode discusses the impact of these events on major indices like the Dow, S&P, and Nasdaq, as well as the performance of the dollar and interest rates. Additionally, Seitel emphasizes the importance of sticking to fundamentals amid market volatility, especially as earnings season progresses with significant corporations reporting positive results despite tariff pressures. He also touches on the major upcoming focus on tax legislation, an unexpectedly strong new home sales report, and a bland Beige Book from the Fed. The episode concludes with responses to audience questions about the implications of firing the Fed Chair and the potential impact of tariffs on the budget deficit. 00:00 Introduction and Market Overview 00:31 Impact of Presidential Actions on Markets 01:48 Earnings Season Insights 02:37 Sector-Specific Performance 04:02 Economic Indicators and Data 04:51 Ask TBG: Market Reactions and Tariffs 06:37 Conclusion and Upcoming Data Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed President Esther George weighs in on the Beige Book and Fed Chair Powell's latest moves. 

US equities were higher in Wednesday trading, though ended off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 107bps, 167bps, and 250bps respectively. Global risk assets were boosted by comments from President Trump on Powell, China tariffs. April flash composite PMI was a bit weaker than consensus. March new home sales printed well above consensus. Fed's Beige Book said activity little changed since the previous report, but uncertainty around trade policy is pervasive.

En este episodio, repasamos los temas más importantes del día: • Wall Street sube con fuerza tras calmarse las tensiones: $SPX +2.2%, $US100 +2.6%, $INDU +1.8% luego de que Trump aseguró que no planea destituir a Powell y moderó su postura sobre aranceles a China. El 10Y cae a 4.35%. Hoy se publican el PMI Flash, ventas de casas nuevas y el Beige Book. • Tesla rebota pese a débiles resultados: $TSLA +6.2% premarket tras reafirmación de Elon Musk sobre su compromiso con la empresa y reducción de su tiempo en el gobierno y otros proyectos. Wedbush sube PT a $350. Tesla reiteró avances en nuevos modelos y el Cybercab, aunque advierte sobre el impacto de la guerra comercial. • Automotrices advierten sobre tarifas a autopartes: Asociaciones del sector enviaron carta a la Casa Blanca alertando sobre riesgos de paros de producción y despidos si se imponen los aranceles del 3 de mayo. Reorganizar cadenas de suministro tomará tiempo, advierten. Un episodio clave para entender cómo la política, la tecnología y las cadenas globales siguen marcando el rumbo de los mercados.

Stuart McMillan speaks with Amanda Geiger from the Federal Reserve Bank of St. Louis about how the Federal Reserve System operates through its 12 district banks. Amanda explains how regional presidents contribute to policy-making bodies like the FOMC, using real-time insights from community engagement, advisory boards, and industry councils. Learn how tools like the Beige Book give the public a transparent view of economic trends and Fed policies in action.

What, how, and why does the Federal Reserve do what it does? Hosts Michael Klein and Deborah Willenborg dive into a lively, humorous, and insightful conversation with Matuschka Lindo Briggs of the Little Rock branch of the Federal Reserve Bank of St. Louis to get to the bottom of it all. From the Fed's ag advisory council to the Beige Book, and from consumer confidence to what's going on in Kansas City, this episode makes the decisions behind monetary policy relatable and even fun. With special guest: Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch of the Federal Reserve Bank of St. Louis. Hosted by: Michael Klein and Deborah Willenborg

Uncertainty. That's the word-of-the-moment with tariffs, market swings and lots of economic volatility. It's also showing up in the Federal Reserve's latest Beige Book, featuring anecdotes across the U.S. economy. On our latest edition of the Beigies, what can a farmer from the Mississippi Delta tell us about uncertainty? Related episodes: How USAID cuts hurt farmers (Apple / Spotify) Why Trump's potential tariffs are making business owners anxious (Apple / Spotify) For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

In this episode we chat about the latest US Jobs report, unemployment, the Beige Book, and the Atlanta Fed's GDPNow forecast.

Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

US equity futures are slightly softer after a strong rally on Wednesday. European markets opened firmer, while Asian equities ended mostly higher, with Hong Kong continuing to outperform while Australia lagged. Markets responded positively to the White House's decision to delay auto tariffs for Canada and Mexico by one month, while officials also suggested potential exemptions for agricultural and other key products under USMCA. Stronger-than-expected ISM Services data showed rising new orders and employment. The ADP private payrolls report missed expectations, while the Beige Book pointed to softer consumer spending and growing business concerns over trade uncertainty. Oil prices remained under pressure despite lingering concerns about inflation.Companies Mentioned: Allegro MicroSystems, Onsemi, Sanken Electric, SGS, Groupe Bruxelles Lambert, Microsoft

The St. Louis Fed's Matuschka Lindo Briggs, senior vice president and regional executive of the Little Rock Branch, and Charles Gascon, economist and research officer, offer economic insights from the latest Beige Book release highlighting the Arkansas region and the Eighth District.

Former Ford CEO Mark Fields weighs in what the one-month delay in auto tariffs means for the stocks. Former Boston Fed President Eric Rosengren breaks down the Beige Book, jobs, and Fed policy after the latest economic data. Vital Knowledge's Adam Crisafulli and Wilmington Trust's Meghan Shue analyze the market landscape, and we cover key earnings from Marvell, MongoDB, Victoria's Secret, and Zscaler. Plus, Christopher Rolland of Susquehanna on Marvell's earnings. 

US equities were higher in Wednesday trading as stocks ended a bit off best levels, with the Dow Jones, S&P500, and Nasdaq finishing up 115bps, 101bps, and 146bps respectively. Today's bounce seemed to be a function of tariff relief for Canada and Mexico, better economic data, along with some positive sentiment surrounding developments overseas. ADP private payrolls missed, but ISM Services beat, and durable goods orders revised higher. Fed's Beige Book said economic activity slightly higher since mid-January.

US futures gained after the Wall St. close as Lutnick suggested Trump could potentially reduce tariffs on Canada and Mexico, perhaps as soon as Wednesday.APAC mixed but with strength in China after data and the Official Growth Report which maintained a growth target of around 5% and pledged measures to boost spending.EUR underpinned by German debt brake reform with the DXY under pressure as a result, Cable hit a YTD peak while NZD was unreactive to Orr resigning.Bunds weighed on by CDU's Merz saying the first results on debt brake reform have been reached with the SPD alongside proposing new instruments and defence exemptions.Fed's Williams said he does not see the need to change policy currently, and described it as "still restrictive" and with the right balance; highlighted UoM inflation data as one to watch.Crude subdued, XAU range bound and Copper gained on China's report; Trump said he received a letter from Zelensky who is ready to come back to the table.Looking ahead, highlights include Swiss CPI, US ADP National Employment, US Factory Orders, ISM Services, China NPC, Fed's Beige Book, BoE Treasury Select Hearing, Speakers including BoE's Bailey, Pill, Taylor and Greene, Supply from UK, Earnings from Telecom Italia, Bayer, Adidas, Sandoz, Abercrombie & Fitch, Foot Locker & Marvell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Sentiment lifted after the US Commerce Secretary suggested Trump could potentially reduce tariffs on Canada and Mexico, perhaps as soon as Wednesday.European bourses at session highs; DAX 40 +3% outperforms; US equity futures broadly higher with the RTY +1.2%.EUR surges on German spending plans, DXY around 1.05 after breaking below its 200DMA.Bunds battered by Merz's fiscal reform, USTs await data and tariff updates.Crude subdued continuing recent action & failing to benefit from China's support which has bolstered base metals.Looking ahead, US ADP National Employment, US Factory Orders, ISM Services, Fed's Beige Book, BoE Treasury Select Hearing, Speakers including BoE's Bailey, Pill, Taylor and Greene. Earnings from Abercrombie & Fitch, Foot Locker & Marvell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week, LJ and Rob catch up with Bryan Wilson, Head of Product at StaffUp App (www.staffupapp.com), exploring innovative approaches to talent pool management and AI integration in staffing.Bryan, a staffing technology veteran, shares insights on enabling light industrial and high-volume clients to create and quickly activate flexible work pools. The conversation dives into the risks of over-relying on single candidate sources and explores how AI is transforming talent pool management strategies.In their AI news segment, LJ and Rob discuss OpenAI's strategic shift to Softbank funding and its implications for the industry. They also analyze encouraging trends from two key industry reports: the SIA | Bullhorn Indicator and the Federal Reserve's January 2025 Beige Book, both showing moderate optimism for the staffing sector.This week's featured technology spotlight: Talivity, innovating the way staffing firms manage their operations.This episode is brought to you by Leap Advisory Partners, empowering staffing firms with strategic growth solutions. Visit www.leapadvisorypartners.com to learn more. Please remember to rate, review, and share the episode. Your support helps us continue bringing valuable insights to the staffing technology community.

If you’re a regular “Marketplace” listener, you’ve probably heard of the Fed’s Beige Book. But have you heard of the Tealbook? In this episode, we pull back the curtain on the Fed’s fortune-telling report that helps monetary policy mandarins ideate on possible economic scenarios. Plus: AI tools juggle search dominance with profitability, the GDP report shows consumers still haven’t stopped spending and we wrap up our sojourn in Cumberland County, Tennessee.

If you’re a regular “Marketplace” listener, you’ve probably heard of the Fed’s Beige Book. But have you heard of the Tealbook? In this episode, we pull back the curtain on the Fed’s fortune-telling report that helps monetary policy mandarins ideate on possible economic scenarios. Plus: AI tools juggle search dominance with profitability, the GDP report shows consumers still haven’t stopped spending and we wrap up our sojourn in Cumberland County, Tennessee.

Market Surge: Analyzing a Strong Day in Equities and Bonds In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida, on January 15th. He highlights a significant uptick in the equity markets, with The Dow, S&P, and Nasdaq seeing notable gains. The bond market also experienced a rally, with a drop in the 10-year yield. Szytel analyzes the factors behind these movements, including better-than-expected Consumer Price Index (CPI) and Producer Price Index (PPI) numbers, and offers insights into the impact of these inflation indicators on market behavior. Additionally, he discusses the Empire State Manufacturing Index, the Fed's Beige Book, and the positive results from big banks' trading revenues. Szytel also addresses a viewer's question about the potential for 10-year yields to surpass 5%, emphasizing the importance of fixed income investments in portfolios amid fluctuating interest rates. 00:00 Introduction and Market Overview 00:36 Inflation and Economic Indicators 01:48 Empire State Manufacturing Index and Beige Book Insights 02:49 Q&A: Interest Rates and Treasury Yields 05:09 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Federal Reserve's last Beige Book of 2024 is like Spotify Wrapped but for the economy. There's a little bit of everything inside — labor markets, inflation and even natural disasters. On today's show, we spotlight Western North Carolina's challenging recovery after Hurricane Helene, and check in with an Asheville malt manufacturer on the impact to local businesses. For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy