Podcasts about Beige Book

The economy is not crashing. It is freezing. In this episode of The Higher Standard, Chris and Saied break down the Fed's Beige Book, a bifurcated consumer, sticky inflation, margin-squeezed businesses, and a labor market that has become low-hire, low-fire. Then the conversation turns to the real insanity: Treasury buybacks, Bitcoin liquidations, Ethereum weakness, gold replacing U.S. Treasuries as the world's top reserve asset, and SpaceX preparing for a historic IPO at a $1.77 trillion valuation. The question is simple: are we watching the next great technological leap forward, or the biggest liquidity-driven rug pull of all time?

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz walk their listeners through the recent job openings data, the Fed's Beige Book, and Anthropic filing to go public on the stock market!---‼️ Invest in the Defense of America with the DUTY ETF -- click here to learn more: ⁠https://www.usdefenseetf.com/⁠ ---⁠

This week's conversation points to an economy that is still expanding, but with a market narrative that may be shifting. Manufacturing and services remained in expansion, job openings improved, and May payrolls came in stronger than expected, reinforcing a firmer labor backdrop ahead of the June FOMC meeting. At the same time, the team discusses early cracks in the AI trade, the potential for rotation as large IPOs approach, and why higher yields may persist. In fixed income, resilient credit markets still favor quality, while policy and inflation remain central watchpoints for portfolio positioning. Continue the conversation at our upcoming Key Wealth National Call: 2026 Mid-Year CIO Update on June 9, 2026 at 1:00 PM ET. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:39 — Manufacturing, services, Beige Book, JOLTS, and May payrolls.05:16 — Middle East developments, oil inventories, and summer supply risks.08:10 — AI trade cracks, Broadcom, and the coming SpaceX IPO.16:54 — Jobs, Fed expectations, higher yields, and resilient credit.23:07 — National Call reminder and what investors should watch next. Additional ResourcesRegister Now: Key Wealth National Call: 2026 Mid-Year CIO UpdateRead: Key Questions: What's Behind the Back Up in Global Bond Yields? Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

The jobs report comes out tomorrow. One of the stats in the report that's been rising is the number of people working “part-time for economic reasons.” That's BLS-speak for workers who would like to be full-time but have had their hours cut or haven't been able to find full-time jobs. Today, we'll hear from some of those workers and what it means for the overall job market. Also: construction jobs in the Mountain West and red warning signs in the Fed's Beige Book.

The jobs report comes out tomorrow. One of the stats in the report that's been rising is the number of people working “part-time for economic reasons.” That's BLS-speak for workers who would like to be full-time but have had their hours cut or haven't been able to find full-time jobs. Today, we'll hear from some of those workers and what it means for the overall job market. Also: construction jobs in the Mountain West and red warning signs in the Fed's Beige Book.

In this podcast, Jeremy Hill, assistant vice president and regional executive at the Kansas City Fed, joins St. Louis Fed economist and Assistant Vice President Charles Gascon and Little Rock Regional Executive Matuschka Lindo Briggs to discuss economic insights in the Beige Book released on June 3.

TSMC, de grootste chipmaker van de wereld, komt met een wrange boodschap. Het chiptekort houdt nog lang aan. Volgens de ceo van TSMC kan het nog wel jaren duren voor het bedrijf aan de vraag kan voldoen. Dát nieuws en wat tegenvallende cijfers trekken allerlei techbedrijven omlaag. Broadcomm (dat een hogere groei verwacht dan Nvidia) wordt zelfs genadeloos afgedankt door beleggers. Komt er een correctie aan? We zoeken het deze aflevering uit. Komt Kevin Warsh ook voorbij. De man die dankzij president Trump de baas is geworden van de Fed, de Amerikaanse centrale bank. Die gaat diezelfde Trump flink teleurstellen, want hij gaat de rente niet verlagen. Dat blijkt uit het beige book. Hoor je ook wat er nog van AEX-bedrijf Universal Music Group terecht moet komen, nu grootaandeelhouder Bill Ackman eruit stapt. Hij wilde het overnemen, maar UMG wees het bod af. Waarna Ackman er dus maar helemaal mee kapt. Hoor je ook nog over: De overnameplannen van ING Waarom de ceo van ABN Amro AI inzet voor moeilijke vragen Hakenkruizen in fabrieken van Tesla Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuilleSee omnystudio.com/listener for privacy information.

TSMC, de grootste chipmaker van de wereld, komt met een wrange boodschap. Het chiptekort houdt nog lang aan. Volgens de ceo van TSMC kan het nog wel jaren duren voor het bedrijf aan de vraag kan voldoen. Dát nieuws en wat tegenvallende cijfers trekken allerlei techbedrijven omlaag. Broadcomm (dat een hogere groei verwacht dan Nvidia) wordt zelfs genadeloos afgedankt door beleggers. Komt er een correctie aan? We zoeken het deze aflevering uit. Komt Kevin Warsh ook voorbij. De man die dankzij president Trump de baas is geworden van de Fed, de Amerikaanse centrale bank. Die gaat diezelfde Trump flink teleurstellen, want hij gaat de rente niet verlagen. Dat blijkt uit het beige book. Hoor je ook wat er nog van AEX-bedrijf Universal Music Group terecht moet komen, nu grootaandeelhouder Bill Ackman eruit stapt. Hij wilde het overnemen, maar UMG wees het bod af. Waarna Ackman er dus maar helemaal mee kapt. Hoor je ook nog over: De overnameplannen van ING Waarom de ceo van ABN Amro AI inzet voor moeilijke vragen Hakenkruizen in fabrieken van Tesla Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuilleSee omnystudio.com/listener for privacy information.

Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news intensified clashes in the Persian Gulf has oil prices rising, little transit activity in the Strait of Hormuz, and significant disconnect from Trump's claim that both sides are still negotiating. Clearly they aren't, In the world economy, and first in the US, mortgage applications fell again last week, a third consecutive weekly easing mostly driven by lower refinance activity. Mortgage interest rates eased back however even if they remain at close to one year highs. Ahead of this weekend's US non-farm payrolls report (expect +85,000), private businesses added +122,000 jobs in May according to the ADP survey, a new high since January 2025, compared to a downwardly revised +105,000 in April and above forecasts of +117,000. Hiring was broad-based they report and say it augers well going into the summer hiring season. But this isn't backed up by the US services PMIs for the US. The May ISM services PMI reported a good expansion, about the average it has been in 2026 and slightly higher than expected. Good new order flows are behind the result. But the same firms reported contracting staffing levels and faster input cost pressures. The parallel S&P Global services PMI was less upbeat, noting a muted increase in business activity, optimism faltering and employment falling solidly. Overall, it is a jobless expansion, these PMIs both say. US factory orders are reflecting some of the stockpiling effects we have noted earlier. In April these orders rose +13.0% in nominal dollar terms above year-ago levels. But without aircraft and defense orders, they were up +5.8% - still a good result but mostly accounted for by inflation. And remember PPI rose +6.0% in the same twelve month period. American crude oil stocks fell again, for the sixth consecutive week and the largest fall in this period. Over the past year, it has fallen more only in three specific weeks but each of those were not in a continuing series. Their strategic oil stocks are now at their lowest in 22 years. The US Fed's Beige Book surveys for May reported most of the 12 Federal Reserve Districts had slight-to-modest increases in growth, though a handful experienced flat or slightly declining activity. Labour markets remained tight but were cooling. Business respondents said rising input costs for nonlabour inputs were largely able to be passed on to consumers. Consumer spending was described as mixed, heavily influenced by affordability concerns and shifts in discretionary income. In Canada key housing markets in Ontario, new listings have fallen, as have prices, and more homes are selling but also, more are selling at a loss. In Japan, their central bank will meet next in a bit over a week and their Governor has indicated that rate hikes will be discussed to weigh against rising inflation, even that pushed by higher energy costs. According to the private S&P Global (RatingDog) services PMI for China, that sector is expanding on a faster basis, much stronger than as reported by their official data. New business is expanding and they are hiring faster. But they also face their highest cost pressure since October 2023. Meanwhile, Australia released its Q1-2026 GDP data today, saying their economy expanded +2.5% in real terms over the past year. But the growth rate slowed in the March quarter from the December 2025 quarter. Rising interest rates and significantly higher fuel costs in the March month likely created an environment for more cautious consumer behaviour. This resulted in reduced spending across a range of household expenditure categories. And exports fell. The unders and overs likely balanced out but the level of spending on equipment for new data centers was so large it might have accounted for all the Q1 gain. The UST 10yr yield is now just on 4.49%, up +3 bps from this time yesterday.  The price of gold will start today down -US$45 at US$4437/oz. Silver is down -US$1.50 at just under US$73.50/oz. Oil prices are up another +US$2.50 just over US$96/bbl in the US, while the international Brent price is now just over US$98/bbl and up +US$2. Hormuz remains shut. The Kiwi dollar is lower from yesterday at this time at 58.6 USc, down -60 bps. Against the Aussie we are down -30 bps at 82.2 AUc. Against the euro we are down -40 bps at just under 50.6 euro cents. That all means our TWI-5 starts today at just under 62.2 which is down -50 bps from yesterday. The bitcoin price starts today at just on US$65,847 and down another -2.4% from this time yesterday and still falling. Volatility over the past 24 hours has been modest however at just under +/- 1.9%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.

This week, Dave Spano and Dr. Brian Jacobsen break down the political crosscurrents driving market anxiety, from the abrupt pause of Kevin Warsh's nomination hearing and a stunning regime change in Hungary to stalled U.S.–Iran talks and the ongoing issues with the Strait of Hormuz. They connect the dots to an economy showing strain: softer housing data, rattled small businesses, cautious hiring, rising input costs, and a Beige Book dominated by uncertainty. The picture isn't quite recessionary, but it's far from healthy. Plus, former Navy SEAL John Choate joins the show to share firsthand perspectives from overseas and how geopolitics looks when you've seen it up close.

This week, Dave Spano and Dr. Brian Jacobsen discuss the sudden halt of Kevin Warsh's nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession.  Special guest, and former Navy SEAL John Choate, joins the show and things he's seen overseas.

This week's data offered a mixed but telling picture of the American economy, spanning the Beige Book, fresh readings on inflation and housing, and a further climb in equity markets. Housing, often a bellwether of cyclical momentum, continued to soften. Existing home sales fell short of expectations, while the Housing Market Index also declined, underscoring waning confidence among builders. Inflation, as measured by the Producer Price Index, surprised to the downside on the headline figure, though recent month over month gains suggest underlying pressures remain uncomfortably firm. The Beige Book, drawing on regional Federal Reserve surveys, described an economy marked by subdued growth, rising inflation expectations, and elevated uncertainty linked in part to the war in Iran. Against this backdrop, equity markets have staged a relief rally, pushing major indices to fresh highs. Yet the character of the advance is notable. Unlike earlier phases of recovery, leadership has not come from cyclically sensitive or higher risk assets, but from companies perceived as higher quality and more resilient, often benefiting from structural tail winds. The shift points to a market that is advancing, but with caution, as investors seek shelter even while bidding prices higher, betraying a lingering unease about the durability of the expansion and the path ahead.

Kevin covers and discusses the following stories: weather events are again in the news; the U.S. Labor Department released the Weekly Initial Jobless Claims Report; the Federal Reserve released their "Beige Book" report on Wednesday; States consider motor fuel tax holidays: oil and gas prices react to the latest news regarding the war with Iran; Kevin has the details, sifts through the data; puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Kevin covers and discusses the following stories: weather events are again in the news; the U.S. Labor Department released the Weekly Initial Jobless Claims Report; the Federal Reserve released their "Beige Book" report on Wednesday; States consider motor fuel tax holidays: oil and gas prices react to the latest news regarding the war with Iran; Kevin has the details, sifts through the data; puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Kevin covers and discusses the following stories: weather events are again in the news; the U.S. Labor Department released the Weekly Initial Jobless Claims Report; the Federal Reserve released their "Beige Book" report on Wednesday; States consider motor fuel tax holidays: oil and gas prices react to the latest news regarding the war with Iran; Kevin has the details, sifts through the data; puts the information into historical perspective, offers his insights and opinions.

Cautious employers are hiring more temporary workers, according to the Fed's latest Beige Book. It's sort of a half-step toward creating permanent roles. The good news is temp jobs can be a leading indicator for overall job market strength. But contract work lacks the stability and benefits of full-time employment. Also in this episode: Kai visits a sprawling electronics street market and a tech startup in Vietnam, jet fuel shortages put Europe on edge, and we check in with a hog and soybean farmer in Illinois.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Cautious employers are hiring more temporary workers, according to the Fed's latest Beige Book. It's sort of a half-step toward creating permanent roles. The good news is temp jobs can be a leading indicator for overall job market strength. But contract work lacks the stability and benefits of full-time employment. Also in this episode: Kai visits a sprawling electronics street market and a tech startup in Vietnam, jet fuel shortages put Europe on edge, and we check in with a hog and soybean farmer in Illinois.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

In today's episode, we go through the latest migration patterns from the U.S. Census Bureau. Plus, Robbie sits down with Berger Singerman's Geoffrey Lottenberg for a discussion on navigating the legal implications of AI in mortgage and lending processes. And we close by talking about what the Federal Reserve's Beige Book reveals about economic growth.Thank you to Truework, the one verification solution to replace in-house waterfalls. Verify any borrower with a VOIE solution that automates the entire process to quickly deliver the most accurate and complete reports with broad GSE coverage.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

In this podcast, Joelle Scally, economic policy advisor at the New York Fed, joins St. Louis Fed economist and Assistant Vice President Charles Gascon and Little Rock Regional Executive Matuschka Lindo Briggs to discuss economic insights in the Beige Book released on April 15.

15/4 Torna il risk on sulle speranze di negoziati. Trump: possibili nuovi colloqui nei prossimi due giorni. A Fox: fine della guerra vicina. Il Tesoro Usa non proroga il waiver sul petrolio iraniano. S&P500 è a meno 1% da record. Nasdaq decima seduta in verde, non accadeva dal 2021. Dollaro e treasury poco mossi. Oro, argento e Bitcoin poco mossi. FMI taglia le stime globali, cosa rischiamo in caso di conflitto prolungato. JPM, Blackrock e Citi battono le attese. Wells Fargo -4%. Jamie DImon: non sono preoccupato dal private credit. Larry Fink: domanda di private credit da istituzionali continua a crescere. Oracle vola con Bloom Enegry. *** Questo episodio è offerto da Scalable Capital   Investire comporta rischi*** Futures a WS prudenti, oggi Beige Book e conti di Bofa e Morgan Stanley Amazon, accordo da 11,6mld con Globalstar per sfidare Musk. OpenAi rincorre Amodei e lancia modello di cybersecurity. Anthropic, i fondi di VC vogliono un nuovo round di finanziamenti: valutazione fino a 800mld. ASML: domanda solida di semiconduttori, alza guidance 2026 con fatturato a 36-40 miliardi euro.  Asia in verde, La Cina recupera i cali della guerra. Kospi +2%. Quantum Computing superstar dopo che Nvidia ha lanciato diversi modelli AI opensource. Europa, futures prudenti. Lagarde: ci allontaniamo dallo scenario di base. Per ora nessun orientamento a politica monetaria restrittiva. Lo scontro Trump-Meloni. Il D-Day di banca MPS. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news financial markets are betting Trump will endlessly extend the ceasefire with Iran and the crisis there will fade. Ships are getting through the Strait of Hormuz despite the US's 'blockade'. But there remains plenty of high-stakes risks, especially as Chinese navy warships are heading to the region. But Iran holds all the long-term cards. In the US, Trump has renewed his threats to fire Fed boss Powell for 'corruption', a clear misdirection play that has few falling for it. If he did, it still remains uncertain how this would play out, or even whether he has the authority to do so. US mortgage applications rose slightly last week with a return of better refinance activity. But activity for new home purchases slipped lower. The US Fed's Beige Book survey found the conflict in the Middle East being cited as a major source of uncertainty that complicated decision-making around hiring, pricing, and capital investment, with many firms adopting a wait-and-see posture. It also found signs of consumer financial strain, increased price sensitivity, and rising demand at food banks and other social service organizations. But spending among higher-income consumers was resilient, they reported. The April New York Empire factory survey revealed at sharp rise in costs and prices, but it expanded anyway and better than expected on a rise in new orders. But optimism waned and capital spending plans weakened. Meanwhile home builders in the US are doing it tough with widespread discounting and incentive use to spur weak sales. The NAHB/Wells Fargo Housing Market Index fell to its lowest since September in March when a rise was anticipated in this sector. There was a big surprise out of Japan yesterday. Machinery orders rose +13.6% in February from January, to be +24.7% higher than year-ago levels. This was after January orders were up +13.7%. The February year-on-year gain was three time higher than what was expected. (Japan has been drinking some Taiwan juice.) But a lot has happened since. Japanese manufacturers' confidence posted its biggest month-on-month drop in ​more than three years in April, dampened by surging oil prices and supply-chain disruptions caused ‌by the Middle East conflict, the Reuters Tankan poll showed. Meanwhile, EU industrial production rose more in February from January than expected, and the decline from a year ago was less than expected. This data is inflation adjusted, but still, it isn't particularly positive. In Australia, long term permanent immigrant arrivals bounced back strongly in February from January to +14,100 for the month but it was still -4.4% lower than for February 2025 and -14% lower than February 2024. For the year to February, permanent arrivals totalled +141,660, down more than -10% from a year ago and the least since September 2023. And Australian prime minister Albanese has been in Brunei where he secured substantial oil and fertiliser supply agreements. The UST 10yr yield is now just on 4.28%, up +3 bps from this time yesterday.  The price of gold will start today down -US$44 at US$4493/oz. Silver is up +US$1.50 at US$79/oz. American oil prices are up +US$1 at just under US$92.50/bbl, while the international Brent price is also up US$1, and now at US$95.50/bbl. The Kiwi dollar is essentially unchanged from yesterday at this time at 59.1 USc. Against the Aussie we are down -30 bps at 82.5 AUc. Against the euro we are holding at just on 50.1 euro cents. That all means our TWI-5 starts today down -10 bps from yesterday at just on 62.4. The bitcoin price starts today at US$74,1867 and down -0.7% from this time yesterday. Volatility over the past 24 hours has been low at just on +/- 0.9%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.

En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Andre Dos Santos retoman la semana con el colapso de las negociaciones entre Estados Unidos e Irán y el inicio del bloqueo naval estadounidense sobre los puertos iraníes, que disuelve el alivio de la semana anterior y reaviva la presión sobre los mercados de energía.El segundo bloque se discuten las perspectivas para la Fed en un escenario de inflación energética acelerada, y se revisa el calendario de la semana, que incluye el PPI de marzo, el Beige Book y los resultados de los cinco grandes bancos de Wall Street.Goldman Sachs abre la temporada de reportes bancarios con un beat en EPS y revenue impulsado por sus mesas de trading de FICC y renta variable; JPMorgan, Citigroup, Wells Fargo, Bank of America y Morgan Stanley completan el ciclo entre martes y jueves; los speakers de la Fed del viernes cierran la semana con posible señal sobre la trayectoria de tasas.

Despite a rise in subprime financing share in the fourth quarter of 2025, affordability remains a key focus for auto lenders and dealers as lower-income consumers continue to be disproportionately affected by higher everyday costs. Subprime share of total vehicle financing in Q4 2025 stood at 15.3%, up from 14.5% a year earlier, according to Experian data. Prime borrowers continued to lead market share for new-vehicle financing as subprime customers remain challenged by high vehicle costs, but Federal Reserve interest rate cuts and tax refunds will potentially bring some relief in 2026. Affordability challenges contributed to a slowdown in retail vehicle sales across much of the country in the first part of the year, evidenced by trends in the March 3 edition of the Fed's Beige Book. Dealers across many Fed regions reported flat to decreased new- and used-car sales as higher interest rates and rising gas prices further tightened consumers' wallets. The war in the Middle East has contributed to higher oil and gas prices since the U.S. and Israeli strikes on Iran on Feb. 28, which could raise funding costs and prompt a shift in investors' strategies.  Meanwhile, powersports lender Octane has shored up additional funding as it aims to grow originations and its captive-as-a-service offering. New York-based Octane's originations rose 29% year over year to $2.1 billion in 2025. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Deputy Editor Johnnie Martinez II and associate editor Aidan Bush discuss top trends across macroeconomic dynamics, affordability, funding and powersports lending for the week ended March 6. 

Mike Armstrong and Paul Lane discuss a turbulent week in markets as oil prices surge more than 30% in just days, raising fears of a new energy-driven price shock that could complicate the Federal Reserve's path on interest rates. They break down what rising fuel costs could mean for inflation, mortgage rates, and the broader economy as geopolitical tensions continue to escalate.They also dive into a weak jobs report showing 92,000 jobs lost in February, before speaking with Boston Fed economist Mary Burke about the latest Beige Book. The conversation explores why the New England economy appears to be lagging the national average, the region's slowing labor market, and how population trends, hiring caution, and affordability pressures are shaping the economic outlook.

In this podcast, Brooke Dirtzu, economic analyst at the Cleveland Fed, joins St. Louis Fed economist and Assistant Vice President Charles Gascon and Little Rock Regional Executive Matuschka Lindo Briggs to discuss economic insights in the Beige Book released on March 4.

On Tuesday, March 3, Brian Szytel reports a volatile session where the Dow opened down about 850 points, fell as much as 1,200, and recovered to close down about 400, with the S&P 500 and Nasdaq down about 1% and moving more in unison; the 10-year yield rose only 1 bp after being up over 6 bps earlier. Markets reacted to fears around a near-closure of the Strait of Hormuz, which briefly lifted oil over 9% before closing up 2.8%, and to U.S. assurances of tanker insurance/protection that eased inflation expectations; TIPS breakevens jumped about 20 bps. He notes LNG is cut off to most Middle East countries and export transportation is down 20%, with U.S. gas about 40% cheaper than Europe/Asia. He previews key week data (ADP, PMI/ISM services, Beige Book, claims, productivity, and the employment report) and answers an AI question: U.S. power upgrades are “when, not if” despite regulatory delays and natural-gas advantages, while China faces chip export controls; U.S.–China AI partnership is unlikely due to national security concerns. 00:00 Market Selloff Recap 00:36 Strait Tensions and Oil Spike 02:03 Energy Supply Disruptions 02:27 War Headlines and Market Context 03:16 Inflation Breakevens and TIPS 03:32 Staying Calm in Volatility 04:12 Week Ahead Economic Data 04:52 Ask TBG AI and Energy 05:24 US Power Buildout Outlook 06:33 China Chips and DeepSeek Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Macadamia nuts. Labor shortages. Volcanoes. All that might sound like econ Mad Libs, but they're all connected to the Federal Reserve Bank of San Francisco's entry into the Beige Book this month: labor shortages are hurting macadamia nut harvests in Hawaii. On today's show, we take a vacation and talk to someone on the Big Island who runs a macadamia nut farm. He calls them “mac nuts.” Related episodes: Why beef prices are so high 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

A steady but complicated start to 2026: inflation isn't flaring, retail spending held up, and the Beige Book nudged higher while jobless claims stayed low. With a January interest rate cut likely off the table, markets are eyeing mid‑year moves, as the Fed navigates political noise and confidence in credit remains high—even as spreads sit near cycle tights. We dig into what that mix means for positioning right now, then tackle the power story—AI‑driven demand, a pricier generation mix, and grid bottlenecks—why electricity costs likely stay elevated and how it can ripple through portfolios. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeMichael Bove, Senior Equity Research Analyst 01:34 – CPI inflation steady, retail sales rebound, Beige Book edges higher, and jobless claims stay historically low. 05:13 – Inflation's “catch up” effects, a K shaped consumer, and why headline labor reads can look stronger than they feel. 08:14 – No January rate cut; markets lean toward two cuts starting mid-year as political noise clouds the Fed backdrop. 11:21 – Credit spreads at/near tights: confidence vs. complacency and how a single default could ripple through high yield. 14:16 – Electricity prices rise amid AI driven demand, a costlier generation mix, and multiyear interconnection backlogs—no short-term fix. 17:10 – Closing notes, MLK Jr. Day reminder, and where to find ongoing insights and guidance. Additional ResourcesRead: Key Questions: What Do Investors and Consumers Need to Know About Rapidly Rising Electricity Prices?  Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

In this podcast, Joseph Mengedoth, regional economist at the Richmond Fed, joins St. Louis Fed economist and Assistant Vice President Charles Gascon and Little Rock Regional Executive Matuschka Lindo Briggs to discuss economic insights in the Beige Book released on Jan. 14.

On this December 5th episode, we examine a raft of data releases that together sketch a disquieting portrait of the US economy. The latest ADP report showed the economy losing 32,000 private-sector jobs in November, while the Challenger Job Cuts report registered more than 70,000 layoffs—only the third time since 2008 that November cuts have exceeded that threshold. The Beige Book echoed this deterioration, noting that firms have moved beyond hiring freezes and begun outright reductions in headcount, a trend reinforced by the ISM Manufacturing survey.Markets initially rallied on the release of September's Personal Consumption Expenditures report, encouraged by strong headline figures. Yet the underlying details told a more troubling story. Real PCE and real disposable personal income were essentially flat on the month, and both the headline and core PCE Price Index appear to be drifting upward. Notably, nondurable goods prices surged on both monthly and annual measures—potentially reflecting tariff-related pressures—raising doubts that these increases will prove temporary.Taken together, the data continue to form a mosaic consistent with a stagflationary backdrop: weakening activity, softening labor demand, and price pressures that are proving stubborn rather than transitory.

The latest wave of delayed government data is finally in, and it's helping the CRE community reestablish a clearer view of the economy heading into 2026. Join Omar and Cole as they interpret new banking, retail, PPI, and sentiment indicators, translating them into implications for capital availability, demand, and development pipelines. Key Moments:01:12 Quarterly Banking Profile insights05:49 Commercial real estate lending trends10:36 Retail sales and economic indicators13:02 Producer Price Index analysis15:07 Federal Reserve's Beige Book highlights22:42 Consumer Confidence and GDP Nowcast28:11 Upcoming data releases and final thoughts Resources Mentioned:FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profileUS Bureau of Labor and Statistics Producer Price Index - https://www.bls.gov/pPI/US Census Bureau Advance Retail Trade Report - https://www.census.gov/retail/sales.htmlFederal Reserve Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htmThe Conference Board US Consumer Confidence Index - https://www.conference-board.org/topics/consumer-confidence/index.cfmGDP Now - https://www.atlantafed.org/cqer/research/gdpnowUS Commercial Real Estate Transaction Analysis – Q3 2025 - https://www.altusgroup.com/insights/us-commercial-real-estate-transaction-analysis-q3-2025Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the sharp late-November market swings, why December historically favors gains, and how shifting Fed expectations have driven sentiment. They break down sector rotation, the surprising divergence between crypto and junk tech, the return of market breadth, and the growing possibility of reflationary growth into 2026. The conversation also covers rising unemployment data, an increasingly divided Fed, and how the accelerating AI investment race may continue fueling key parts of the market.Key TakeawaysMarket Breadth Expansion: The advance-decline line hitting new highs shows the rally is widening beyond just mega-cap tech.Sector Rotation Strength: Technology lagged in November while healthcare, materials, staples, and financials helped offset the pullback—validating diversified positioning.Fed Rate-Cut Expectations Whipsawed: Odds of a December cut plunged below 30% before surging back above 80% due to rising unemployment, dovish Fed commentary, and Beige Book labor softness.Reflationary Growth View for 2026: Strong global commodities, resilient demand, and expected Fed easing support the case for reflation rather than recession.Crypto Decouples from Junk Tech: Bitcoin fell sharply while non-profitable tech surged, breaking a correlation that typically signals risk-on/off behavior.AI Spending Cycle Accelerates: Competition among AI leaders is driving massive capital spending—benefiting chipmakers, data centers, and related sectors.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comHashtags#FactsVsFeelings #CarsonGroup #MarketOutlook #FedPolicy #Reflation #InvestmentStrategy #Macroeconomics #FinancialMarkets #YearEndRally

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Kevin Hassett as potential Fed Chairman, the beige book, and employment. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

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.

This week, we discuss the Fed's whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness across the real economy. We also dig into the Beige Book's warnings on employment and AI-driven layoffs, the political pressure building into 2025, and Mike Green's viral case that the true cost of living is far higher than official statistics admit. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Weekly Roundup Charts: https://drive.google.com/file/d/1DZ5AtLuZZxGT5hWw3jq2V-r_9jBgruEE/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (02:49) Rate Cut Odd Whipsaw (09:48) Grayscale Ad (10:27) Market Structure & Positioning (15:14) Debating the AI Race (23:59) Gameplan for Next Year (31:31) Grayscale Ad (32:18) 2026 Cuts & New Fed-Treasury Vision (38:34) Gold Miners & Trading Commodities (42:18) Oil & Energy Policy (46:22) Mike Green & the K-Shaped Economy (55:17) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

The Fed says it's “flying blind,” but somehow keeps reaching for the autopilot. In this episode of The Higher Standard, Chris, Saied, and Rajeil break down the latest 25-basis-point rate cut and the confusing logic behind Jerome Powell's “data-driven” decision-making... made without, well… the data. From the Beige Book to balance-sheet shrinkage (and yes, the jokes write themselves), the guys dissect how the Fed's moves are shaping jobs, mortgages, and the markets. All while Powell looks like he's literally in bed with A.I.➡️ Picture J.P. himself, post-press conference, lounging in a robe, cigarette in hand, with a grinning robot by his side. It's the perfect metaphor for an economy seduced by artificial intelligence and easy money. Meanwhile the rest of us wonder who's really in control. The team dives into the absurdity, the economics, and the existential dread of our new robot overlords, all with the wit, sarcasm, and brutal honesty only The Higher Standard can deliver.

Send us a textThis week on Ficonomy, we cut through the noise around three major economic stories shaping your spending in 2025. Tariffs are costing companies $1.2 trillion — and most of that is ending up in your grocery cart, your tech gadgets, and your bills. The Fed's latest Beige Book confirms that prices are rising and consumers are already feeling the squeeze. And just as inflation reports hit the news, experts are warning that the data might not tell the full story.We'll unpack what all of this really means for you — in plain language — and share practical tools to help you protect your wallet, budget smarter, and stay ahead of rising prices. What You'll Learn in This EpisodeWhy tariffs are quietly driving prices up across industriesHow companies pass extra costs to consumers (and when you'll feel it)What the Fed's Beige Book reveals about real-world inflation pressureWhy inflation data might be misleading — and how to track your own “personal inflation”Actionable tips: building a spending buffer, buying smart, and budgeting for cost spikes Articles DiscussedCNBC: Tariff costs to companies this year to hit $1.2 trillion, with consumers taking most of the hit, S&P says  https://www.cnbc.com/2025/10/16/tariff-costs-to-companies-this-year-to-hit-1point2-trillion-with-consumers-taking-most-of-the-hit-sp-says.htmlCNBC: Tariffs are pushing prices higher and consumers are feeling the hit, Fed's Beige Book shows  https://www.cnbc.com/2025/10/15/tariffs-are-pushing-prices-higher-and-consumers-are-feeling-the-hit-feds-beige-book-shows.htmlCNBC: This week's critical inflation report comes with doubts about the data  https://www.cnbc.com/2025/10/21/this-weeks-critical-inflation-report-comes-with-doubts-about-the-data.html Practical TakeawaysPlan Ahead: Expect gradual price increases through the holidays — and budget accordingly.Track Your Spending: Watch imported goods and categories like groceries, electronics, and apparel.Question the Numbers: Official inflation might understate what you're actually experiencing.Act, Don't React: Build a small “price-shock fund” and explore alternatives or substitutions before costs rise further. Listen & SubscribeStay sharp on how global economics affect your daily life — without the jargon. 

While some non-essential government workers are out-of-office, LPL's Chief Economist Dr. Jeffrey Roach highlights important recent events including the IMF annual meeting. https://www.youtube.com/watch?v=GQmVmNoz6nU Tracking #816042

In today's episode of The Daily Windup, we break down what the latest Federal Reserve Beige Book is really saying — and why it's sending a chilling warning most investors are ignoring. According to the Fed's own field reports, economic activity has “declined slightly” across three-quarters of the U.S., with only a handful of districts showing modest growth. The tone of this Beige Book is weaker than December 2007 — the start of the Great Recession. Even the Fed's internal staff now estimates a 50% chance of recession, while the market continues to price in 0% risk. In short: the data is flashing red, but Wall Street's acting like it's business as usual. Key Takeaways: The Fed's Beige Book reveals that ¾ of the U.S. economy is stagnating or contracting in real time. The report's tone is weaker than the Beige Book from the start of the 2008 crisis. Even the Fed staff pegs recession odds at 50%, yet the market is still pricing in zero risk. Know more about the Bootcamp: https://govcongiants.org/bootcamp Learn more: https://federalhelpcenter.com/ https://govcongiants.org/ 

In this episode of The Daily Windup, we dig into one of the biggest myths floating around right now — that the U.S. economy has somehow become recession-proof. Despite headlines saying everything's fine, the hard data tells a different story: real GDP has dropped in two of the last three months, growth has fallen from 3.2% to just 1.3%, and both soft and hard data are flashing warning signs. Yet, the market's still acting like the party never ends. We break down what the Fed's Beige Book reveals, why the numbers don't lie, and what every business owner and government contractor should be preparing for right now. Key Takeaways: GDP growth has fallen from 3.2% to 1.3%, showing the economy is slowing — not stabilizing. Soft data is finally morphing into hard data weakness, signaling a potential recession ahead. The Fed's Beige Book is a must-read for anyone tracking real economic health across sectors. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/ 

Kevin covered the following stories: Due to the Government (Schumer) Shutdown, JP Morgan and Goldman Sachs released their individual estimates of Weekly Jobless Claims and the number of people receiving unemployment benefits after the initial week; 5 more Electronic Logging Devices (ELDs) have been removed from the Federal Motor Carriers Safety Administration's registered devices list; last week the Federal Reserve released their periodic Beige Book report; Kevin has the details, digs through the data, puts the information into historical perspective and offers his insights and a few opinions.

Send us a textARM Ascends, Oil Drifts, Queens EnduresI open on macro static and shutdown fog, a strange steadiness where the market beat goes on. The Beige Book whispers fractures, three Fed districts up, five flat, four softening, a recalibration more than a roar. The feature turns to ARM, where the data center bottleneck is power, not code. ARM sells the blueprint, cutting CPU energy use perhaps by half, and the live question is simple: can it win 50 percent of data center CPUs. Then energy's riddle: oil sits near $56, where it was in 2005, with about 1.5 trillion barrels of proven reserves setting the rough scale. I close with Queens County, a Tony Soprano thrift that became my acid test and first great trade, the name fades, but the fuse remains.If this hit the mark, tap 5 

Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earnings updates, and the increased prevalence of long-term revenue forecasts as drivers of AI company valuations.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

The Federal Reserve's Beige Book of economic anecdotes was not affected by the absence of a functioning government. There was evidence of prices reacting to trade tariffs, and a sense of labor market fragility. However, it is possible that elements of political partisanship are being captured in some of the reported concerns.

This episode features a large news slate: Judge halts shutdown layoffs as admin details planned cuts, Banks are slowing hiring as they prepare for an AI future, and Fed's Beige Book shows split in consumer spending habits. Roundtable: More Economic updates https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

Market Recap & Insights on AI Investing - October 15 In this episode of Dividend Cafe, Brian provides a market recap for October 15, noting slight changes in major indices and highlighting strong earnings in the financial sector. A positive trend in the yield curve is discussed alongside economic updates, including a stronger-than-expected Empire State Manufacturing Index and a stable Beige Book report from The Fed. Additionally, the episode explores the political influence on private sector companies, particularly defense contractors, and differentiates between the current AI investment situation and the 2008 financial crisis. Listeners are encouraged to read the latest Dividend Cafe for deeper insights into investment strategies. 00:00 Introduction and Tax Filing Reminder 00:23 Market Recap: Daily Performance 01:22 Economic Indicators and Reports 02:24 Government and Private Sector Dynamics 03:47 Artificial Intelligence: Bubble or Not? 05:05 Investment Wisdom and Strategies 06:18 Current Market Sentiments and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

MRKT Matrix - Wednesday, October 15th S&P 500 edges higher in another volatile session, Bank of America rallies on earnings (CNBC) Wall Street Banks Notch $15 Billion Trading Haul on Stock Rally (Bloomberg) The Nation's Biggest Banks Are Saying the Economy Is Still Strong (WSJ) Treasury Secretary Bessent says a stock market decline won't deter the U.S. from taking strong action against China (CNBC) Fed's Miran sees China trade tensions as a further reason for quick interest rate cuts (CNBC) Tariffs are pushing prices higher and consumers are feeling the hit, Fed's Beige Book shows (CNBC) Tesla demand in focus after Trump policies lead GM, Ford to retreat from EV ambitions (CNBC) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

With the Beige Book out and fresh commentary from Treasury Secretary Scott Bessent and Fed officials, our Steve Liesman breaks down what the latest signals say about the economy. Alan McKnight of Regions Wealth Management and Michael Farr of Farr, Miller & Washington discuss stretched valuations, inflation risks, and whether earnings can keep stocks supported. Then, a look at why Salesforce may be getting left behind in the AI race with DA Davidson's Gil Luria, and how Entrepreneurs First CEO Alice Bentinck is rethinking startup funding and focusing on talent over ideas. Finally, RBC's Gerard Cassidy previews key regional bank earnings to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beef is getting more expensive, and it doesn't look as though that's going to change any time soon. That's the view of the Federal Reserve Bank of Dallas, which wrote in its Beige Book entry this month that the trend of rising beef prices continues. There's solid demand for beef, but falling supply, as production decreases. Ranchers are making more per cow, but their costs are rising. We speak with a rancher in Wyoming to learn what high beef prices mean for him and other ranchers. Related episodes: What happened to US farmers during the last trade war How USAID cuts hurt American farmers 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

It's the Beigie Awards, our eight times a year salute to the art and science of telling stories about the economy. The most recent Beige Book shows that Americans are finding ways to spend less money ... including on their vacations. On today's show, we find out what Benjamin Franklin and Jersey Beach goers have in common.Related episodes:How many times can you say uncertainty in one economic report?Trump's cuts come for food banksThe secret tariff-free zoneFor 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