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US Treasury Secretary Bessent said the China rare-earths deal will “hopefully” be done by Thanksgiving, according to Fox News.US President Trump said he does not think more tariff rollbacks will be necessary; he said top US officials spoke with their Chinese counterparts on Friday and that he is speaking to China about soybeans, according to Reuters.Apple (AAPL) has intensified succession planning for CEO Tim Cook and is preparing for him to step down as soon as next year, according to the FT.APAC stocks traded mostly lower after the mixed lead from Wall Street; European equity futures are indicative of an uneventful open with Euro Stoxx 50 future U/C after cash closed -0.9% on Friday.Bitcoin briefly erased all 2025 gains, falling to near USD 93k as crypto markets suffered over the weekend.Looking ahead, highlights include US NY Fed Manufacturing, Canadian CPI. Speakers include Fed's Williams, Jefferson, Kashkari, Waller; ECB's Lane, Villeroy, de Guindos, Cipollone; BoE's Mann; BoC's KozickiClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses initially opened flat, but have since slipped into the red; US equity futures are mixed.DXY is slightly firmer, whilst Antipodeans slip as the risk tone deteriorates a touch.Bonds are firmer amid the softer European tone but largely awaiting a packed speakers docket, and data later this week.Crude complex started the session in the red, but has since reversed on geopolitical updates; XAU marginally subdued.Looking ahead, highlights include US NY Fed Manufacturing, Construction Spending, Canadian CPI. Speakers include Fed's Williams, Jefferson, Kashkari, Waller; ECB's Cipollone; BoE's Mann; BoC's Kozicki.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Welcome to Business of Craft, a show designed to help entrepreneurs with fabric or fiber businesses become more successful. This is our 8th season of BOC and today we have another solocast to cover one of the topics in our new book, Marketing Magic for Savvy Craft Businesses. I'm super proud of this book which my whole team wrote in 2025. The book is available for sale in Kindle and print version (and soon to be audio) on our website or Amazon. Today we're talking about the topic in chapter 11 of our book, Marketing Magic for Savvy Craft Businesses: Mastering Email Newsletters for Deeper Engagement.
In this KE Report Daily Editorial, we're joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, to discuss the recent U.S. market correction, Fed policy, and the impact of the government shutdown. Key Discussion Highlights: Market pullback: Tech leads the selloff as the S&P 500 drops from 6,900 to ~6,600; Chandler flags three late-October gap-ups as a sign of rally exhaustion. Fed policy shift: Powell's cautious tone dims hopes for a December cut. Marc expects deeper Fed easing in 2025 versus other central banks. Shutdown impact: Economic drag near 0.3% of GDP if the shutdown lasts past mid-November; disruptions hit flights and public aid programs. Dollar bounce: DXY testing its 200-day average - Chandler calls it a short-term rebound within a longer-term downtrend. Alt data signals: Trucking, rail, and shipping volumes show clear slowdown despite AI-driven strength in headline GDP. Global divergence: BoC and BoE may still cut; Japan faces pressure to hike despite weak GDP. Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/ ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
APAC stocks were higher as the region took impetus from the rebound on Wall St, where all major indices gained amid dip buying.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures relatively flat after the cash market closed with gains of 0.2% on Wednesday.DXY traded rangebound after having recently snapped a 5-day rally, despite firmer-than-expected ADP and ISM Services data, while catalysts were quiet overnight10yr UST futures saw some slight reprieve after slumping yesterday; Bund futures languished near the prior day's lows.US President Trump is scheduled to make an announcement at 11:00EST/16:00GMT on Thursday.Looking ahead, highlights include German Industrial Production, EZ Retail Sales, Canadian Leading Index, US Chicago Fed Labour Market Indicators, US Challenger Layoffs, BoE, Banxico & Norges Bank Policy Announcements, Speakers including Fed's Williams, Barr, Hammack, Waller, Paulson & Musalem, ECB's Lane, Nagel, Schnabel & de Guindos, BoE's Bailey, BoC's Macklem, Rogers & Kozicki, Supply from Spain & FranceEarnings from Continental, Commerzbank, AstraZeneca, Sainsbury's, Airbnb, ConocoPhillips & Warner Bros.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Challenger October US Job Cuts jump 175.3% to a 7-month high at 153.074k (prev. 54.064k in September).European bourses are on the backfoot; US equity futures are modestly firmer/flat.Surprise early US Challenger release takes DXY sub-100; NOK gains on Norges, GBP awaits the BoE.Early Challenger lifted USTs to a session high, Gilts await the BoE.Crude benchmarks are higher despite Saudi oil price cuts and US inventory build; focus on Israel declaring the Egyptian border a closed military zone.Looking ahead, US Chicago Fed Labour Market Indicators, BoE & Banxico Policy Announcements, Speakers including Fed's Williams, Barr, Hammack, Waller, Paulson & Musalem, ECB's Lane, Nagel, BoE's Bailey, BoC's Macklem, Rogers & Kozicki.Earnings from Airbnb, ConocoPhillips & Warner Bros.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks were mixed after an early sell-off following the losses stateside, where tech underperformed amid valuation concerns.European equity futures indicate a lower cash market open with the Euro Stoxx 50 future down 0.7% after the cash market closed with losses of 0.3% on Tuesday.The USD rally has paused for breath (DXY remains above 100), EUR/USD is unable to reclaim 1.15 status, USD/JPY failed to hold below 153.Global fixed income benchmarks remain supported, crude futures lack direction, Gold remains below USD 4k.Looking ahead, highlights include German Industrial Orders, EZ, UK & US Final PMI, EZ Producer Prices, US ADP, US ISM Services PMI, Riksbank, NBP & BCB Policy Announcements, ECB Wage Tracker, US Supreme Court Tariff hearing begins, Speakers including ECB's Nagel, BoE's Breeden, BoC's Macklem & Rogers, Riksbank's Jansson, US QRA, Supply from Germany.Earnings from BMW, Novo Nordisk, Pandora, AMC, Arm, Snap & McDonald'sRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses are entirely in the red; US equity futures mixed, with the NQ continuing to underperform whilst the RTY takes a breather.Recent USD rally pauses for breath ahead of ADP and ISM services.USTs are contained into a packed agenda, Gilts continue to ease from Tuesday's best.Commodities rebound following Tuesday's risk-off sell-off.Looking ahead, highlights include US Final PMI, US ADP, US ISM Services PMI, NBP & BCB Policy Announcements, US Supreme Court Tariff hearing begins, Speakers including BoE's Breeden, BoC's Macklem & Rogers, US QRA. Earnings from AMC, Arm, Snap & McDonald's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks traded mostly higher overnight. European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 future up 0.2%.Chinese RatingDog Manufacturing PMI data disappointed amid a sharp decline in export orders.Fed's Waller said he still advocates for the Fed to cut rates in December and said data fog does not tell you to stop.Crude futures gained at the open as participants digested the latest OPEC+ decision to raise output again by a modest 137k bpd in December before pausing for Q1 2026.In FX, DXY is steady, USD/JPY sits above 154 with Japan away from market, EUR/USD remains on a 1.15 handle, AUD marginally outperforms ahead of RBA this week.Looking ahead, highlights include Swiss CPI, EZ, UK & US Final Manufacturing PMI, US ISM Manufacturing PMI, Speakers including Fed's Daly, ECB's Lane & BoC's Macklem, Supply from BoE Gilt Sale (long-term), US Financing Estimates.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses are firmer following constructive EU-China trade developments, US equity futures also gain.USD fractionally higher and now eyes 100.00, CHF hampered by CPI.Bonds are relatively contained into a session of central bank speak and the ISM Manufacturing series.Crude reverses initial gains after OPEC+ opted to raise output again by a modest 137k bpd in December before pausing for Q1 2026; XAU essentially flat, whilst base metals digest disappointing Chinese RatingDog Manufacturing PMI.Looking ahead, highlights include US Final Manufacturing PMI, US ISM Manufacturing PMI, Speakers including Fed's Daly, Cook, ECB's Lane & BoC's Macklem, Supply from BoE Gilt Sale (long-term), US Financing Estimates.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Bank of Canada and the Fed cut rates by 25bps. BoC warns of lower living standards. Richmond First Nations dispute causing financing issues. Bill Gates pivots on climate change. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/
The Bank of Canada cuts the key interest rate to 2.25 per cent to protect Canadian businesses in the face of U.S. tariffs; BoC cut interest rate to 2.25 per cent to protect Canadian businesses, The Toronto Blue Jays break records in a big Game 5 win over the Dodgers to take a 3-2 lead in the World Series.
Use code ATCornerStudent to get 10% off your monthly subscription price of ATStudyBuddy, an online BOC exam prep platform built by athletic trainers for athletic training students. ATStudy Buddy gives you realistic practice tests, instant feedback, and over 250 study guides and games—online, affordable, and proven to help you pass. Start your journey today at ATStudyBuddy.com.--Whether it's falling on a rock during a hike or a humerus fracture from throwing a dodgeball, shoulder injuries can present a little bit differently than the textbook. In this BOC IRL episode, ATs share their stories of shoulder pathologies they have seen over the years and compare them to how the textbook presents them.Featuring stories from Emily M, Sienna S, Mayrena H, Sam R, Alicia K, Hayley S, Josh M, Niya B, & many more!--AT CORNER FACEBOOK GROUP: https://www.facebook.com/groups/atcornerpodcastInstagram, Website, YouTube, and other links: atcornerds.wixsite.com/home/linksEMAIL US: atcornerds@gmail.comSAVE on Medbridge: Use code ATCORNER to get $101 off your subscriptionWant to host a podcast like ours? Use our link to sign up for Zencastr, the service we use to record our interviews: https://zencastr.com/?via=atcornerMusic: Jahzzar (betterwithmusic.com) CC BY-SA---Sandy & Randy
APAC stocks were predominantly in the green following the tech strength on Wall St, most indices extended to record highs.US President Trump said he had a great trip so far and expects to lower fentanyl-linked tariffs on China. China said to have made soybean purchase.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 future down 0.1% after the cash index closed with losses of 0.1% on Tuesday.USD is broadly firmer vs. peers with GBP still under pressure. AUD leads as hot Aus CPI dashes hopes of an RBA rate cut next month.Israeli planes launched strikes on Gaza City. US VP Vance said he thinks peace in the Middle East will hold despite skirmishes.Looking ahead, highlights US Pending Homes (Sep), FOMC & BoC Policy Announcements, US President Trump to meet South Korea's Leader, Fed Chair Powell & BoC's Macklem, Supply from UK, Germany & US.Earnings from Meta, Microsoft, Alphabet, Google, Starbucks, eBay, Verizon, Boeing, CVS, Caterpillar, Phillips 66, UBS, BASF, Mercedes-Benz, Deutsche Bank, Equinor, Santander, GSK & Airbus.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said the meeting with Chinese President Xi will be three hours long before returning back to the US; says things will work out very well with Xi on Thursday.European and US equity futures are mixed; NQ outperforms, boosted by NVIDIA as it nears USD 5tln market cap.USD is firmer in the run-up to FOMC, AUD leads as hot CPI dashes RBA rate cut hopes.Fixed income contained awaiting the FOMC, with a mild bearish bias potentially stemming from positive trade updates.XAU returns back above USD 4k/oz, LME Copper reaches new ATHs amid positive US-China trade optimismUS Pending Homes (Sep), FOMC & BoC Policy Announcements; US President Trump to meet South Korea's Leader, Speakers including Fed Chair Powell & BoC's Macklem, Supply from the US.Earnings from Meta, Microsoft, Alphabet, ServiceNow, Starbucks, eBay, Verizon, Boeing, CVS, Caterpillar, Etsy, Centene, Phillips 66.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Nossos sócios Luiz Eduardo Portella, Tomás Goulart, Sarah Campos e Victor Ary debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, o CPI dos EUA veio abaixo do esperado, mostrando que o repasse das tarifas sobre bens continua fraco; enquanto os PMIs subiram, puxados por serviços. Na Europa, os PMIs também surpreenderam positivamente, com melhora puxada pela Alemanha. Já no Reino Unido, o CPI de setembro surpreendeu para baixo e o PMI também veio mais forte. A tensão geopolítica aumentou com novas sanções a empresas russas. No Brasil, o IPCA-15 veio abaixo do esperado, com queda significativa de serviços subjacentes e melhora da dinâmica dos núcleos. O Focus trouxe melhora nas expectativas de inflação, principalmente nos vértices mais longos. O governo decidiu incorporar as despesas que constavam na MP 1.303 em outras propostas, separando a parte de redução de despesas da parte de aumento de receitas, com o primeiro apresentando maior probabilidade de aprovação. As pesquisas eleitorais mostraram resultados divergentes, com melhora e piora na avaliação do governo. No mercado de crédito, o destaque foi a reversão parcial da forte compressão dos spreads de debêntures incentivadas observada desde junho. O índice de debêntures incentivadas abriu 40 bps nos últimos 10 dias, devolvendo quase metade do fechamento acumulado anteriormente. Mesmo assim, a semana foi marcada por forte volume no primário, com R$3,5 bi em novas emissões incentivadas, além de pipeline robusto. Nos EUA, as bolsas subiram (S&P 500 +1,92%), os juros curtos abriram marginalmente, e os longos fecharam marginalmente. No Brasil, o Ibovespa subiu 1,93%, os juros fecharam (jan/31 -31 bps) e o real valorizou 0,40%. Na próxima semana será importante acompanhar os encontros do Trump com Lula e Xi Jinping; decisões do Fed, ECB, BOC e BoJ; dados de atividade e inflação na Europa e inflação no Japão; e dados de mercado de trabalho e crédito no Brasil. Não deixe de conferir!
Send us a textFed to highlight busy week for central bank decisions. BoC expected to cut too, ECB and BoJ to likely stand pat. US government shutdown to delay more crucial US data.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
US President Trump said they are in a trade war with China, and if the US don't have tariffs, they don't have national security, while he stated that tariffs are a very important tool for defence.The US Senate is set to leave for the week on Thursday and is nowhere near ending the shutdown, according to a journalist.BoJ's Tamura said the BoJ should push rates closer towards levels deemed neutral, but does not need to raise rates sharply or tighten monetary policy now, given both upside and downside risks.US President Trump said Israeli forces could resume fighting in Gaza as soon as he gives the word if Hamas doesn't uphold the ceasefire deal, according to CNN.APAC stocks took impetus from the positive handover from Wall Street, where most major indices ultimately gained; European equity futures indicate a lower cash market open.Looking ahead, highlights include UK GDP (Aug), EZ Trade Balance (Aug), Philly Fed (Oct), Atlanta Fed GDP, Comments from Fedʼs Waller, Barkin, Barr, Miran, Bowman & Kashkari, ECBʼs Lane & Lagarde, BoCʼs Macklem, BoEʼs Greene & Mann, Supply from Spain & France, Earnings from TSMC, Bank of New York Mellon, KeyCorp, Charles Schwab, United Airlines, ABB & Bankinter. Suspended Releases: US Weekly Claims, PPI (Sep), Retail Sales (Sep). Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said they are in a trade war with China, and if the US don't have tariffs, they don't have national security, while he stated that tariffs are a very important tool for defence.European bourses are mostly higher, SMI bid post-Nestle results and NQ outperforms after strong Q3 TSMC earnings.USD mixed vs. peers, GBP leads whilst AUD was pressured by a weak jobs report.USTs are firmer, fleeting upside in OATs after PM Lecornu survives the 1st no confidence vote; now awaiting the 2nd vote.Crude benchmarks trade rangebound despite rising geopolitical tensions, XAU forms another new ATH.Looking ahead, highlights include Philly Fed (Oct), Atlanta Fed GDP, Comments from Fedʼs Waller, Barkin, Barr, Miran, Bowman & Kashkari, ECBʼs Lane & Lagarde, BoCʼs Macklem, BoEʼs Greene & Mann.Earnings from Bank of New York Mellon, KeyCorp, Charles Schwab, United Airlines, ABB & Bankinter.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks were mixed following the rebound on Wall St; Japan underperformed on return from holiday/reacted to the ruling coalition split.China's MOFCOM announced that it is taking countermeasures against five US-linked firms; said the US cannot have talks while threatening new restrictions.European equity futures indicate a mildly lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.7% on Monday.DXY is a touch softer, antipodeans lag, JPY picked up as the risk sentiment soured, EUR/USD is on the rise and eyeing 1.16.French PM Lecornu's government is to present a budget aiming to reduce the deficit to 4.7% by end-2026, according to La Tribune.Looking ahead, highlights include UK Unemployment/Wages (Aug), German ZEW (Oct), US NFIB (Sep), IEA OMR, Fed Discount Rate Minutes, ECB's Cipollone & Villeroy, BoE's Bailey & Taylor, Fed's Powell, Waller, Collins & Bowman, BoC's Rogers, RBA's Hunter & Hauser, Supply from Netherlands, Italy & GermanyEarnings from BlackRock, JPMorgan, Goldman Sachs, Citi, Wells Fargo, Johnson & Johnson, Bellway & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
China's MOFCOM announced that it is taking countermeasures against five US-linked firms; said the US cannot have talks while threatening new restrictions.French PM Lecornu's government is to present a budget aiming to reduce the deficit to 4.7% by end-2026, according to La Tribune.Equities lower across the board, as markets digest the latest trade-related escalations by China on the US; traders also await a number of US earnings.JPY benefits from haven bid, GBP hit by soft jobs, Antipodeans dented by risk-tone.Global paper firmer amid the weakened risk tone, Gilts lead after data, OATs await PM Lecornu.Crude benchmarks fall as Middle East tensions ease, XAU pulls back from new ATHs.Looking ahead, US NFIB (Sep), Fed Discount Rate Minutes, Speakers including ECB's Villeroy, Kocher, BoE's Bailey & Taylor, Fed's Powell, Waller, Collins & Bowman, BoC's Rogers, RBA's Hunter & Hauser, RBNZ's Conway. Earnings from JPMorgan, Goldman Sachs, Citi, Wells Fargo, Johnson & Johnson & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
China's government announced export controls on rare earth materials.Hamas-Israel agreed to a Gaza ceasefire deal; conflicting reports whether the ceasefire is in effect, though the Israel Foreign Minister confirmed that it is.European bourses are mixed whilst US equity futures trade around the unchanged mark.DXY grinds higher amid continued NZD losses and a heavy GBP.OATs outperform as the odds of fresh legislative elections diminish, USTs await Fed speak.Crude benchmarks slightly higher despite Gaza ceasefire deal, XAU takes a breather.Looking ahead, New Zealand Manufacturing PMI, ECB Minutes (Sep), Eurogroup Meeting, Banxico Minutes, Speakers including, ECB's Lane, BoC's Rogers, Fed Chair Powell, Bowman, Barr & Kashkari, Supply from US, Earnings from Delta Air & PepsiCo.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks were predominantly higher following the tech rebound stateside, where the S&P 500 and NDX notched fresh record levels.Participants were encouraged by an agreement on the first phase of a Gaza ceasefire deal, and with Chinese traders returning from the National Day Golden Week holiday.Israel's Channel 14 reported the Israel-Hamas ceasefire will come into effect today at 12:00 noon (10:00BST/05:00EDT), according to Al Arabiya.FOMC Minutes stated participants judged that a cautious approach to future policy was warranted, while a majority of participants emphasised upside risk to their outlooks for inflation – no notable reaction seen in markets on the release.China's government announced export controls on rare earth materials.Looking ahead, highlights include German Trade Balance (Aug), Atlanta Fed GDP, New Zealand Manufacturing PMI, (Suspended: US Jobless Claims (4 Oct w/e), Wholesale Sales (Aug), ECB Minutes (Sep), Eurogroup Meeting, Banxico Minutes, Speakers including BoE's Mann, ECB's Lane, BoC's Rogers, Fed Chair Powell, Bowman, Barr & Kashkari, Supply from US, Earnings from Delta Air & PepsiCoRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Tune in to see hear about new changes within the BOC that relates to ATs certification.
楓葉債(Maple Bonds)熱潮指外國企業在加拿大發行、以加元計價的債券。過去一直是邊緣市場,近來卻成為跨國企業,尤其是美國企業的熱門融資門路。2025 年首九個月,楓葉債的發行規模已達 163 億加元,不僅超越去年全年,更刷新了歷史紀錄。楓葉債為何突然爆紅?首先,加拿大央行(BoC)比美國更快、更早減息。9 月 17 日,央行基準利率已降至 2.5%,而聯儲仍維持較高水平。息差直接改變了跨國企業的計算——美國公司若在加拿大發債,再透過利率掉期將加元資金換回美元,總成本比在本土融資還便宜。其次,2025年1月1日起,楓葉債正式納入 FTSE Canada Universe Bond Index。這意味著加拿大本土基金若要緊貼基準,必須買入楓葉債。被動資金的機械需求,使得發行市場瞬間「由冷轉熱」。另外,對加拿大機構投資者而言,高質而穩定回報的資產選擇不多,楓葉債亦應運而生。例如今年 6 月,美國的 NextEra Energy 一舉發行 20 億加元楓葉債,成為加拿大史上最大規模的企業楓葉債之一。對加拿大投資人來說,這是世界級信用的加元資產;對 NextEra 而言,則是一次划算的融資操作。另一個例子是 花旗銀行的回歸。沉寂多年後,花旗選擇再度進入加元市場,這不僅是套利,更是戰略性舉動,傳遞出 Maple Bonds 已經具備深度與流動性,不再是臨時性的「副線市場」。但在楓葉債熱潮的背後,整體經濟環境其實是相對惡劣;加拿大央行之所以減息,其中一個原因是經濟數據惡化:就業市場疲弱:7 月與 8 月共流失 10 萬個職位,失業率升至 7.1%。出口暴跌:第二季出口重挫 27%,貿易戰成為主要元兇。PMI 低迷:已連續八個月低於榮枯線,9 月更跌至 47.7。在這樣的背景下,維持低利率幾乎是唯一選擇,與此同時加元匯率亦受壓,加元兌美元徘徊在 1 美元兌 1.39 加元的四個月低位。對美國的債券發行人來說,弱加元帶來更划算的融資與更穩定的掉期成本;對加拿大當局而言,低匯率維持了出口競爭力,甚至吸引美國邊境消費者來加購物。更重要是,加拿大極高槓桿的地產按揭市場對息口極為敏感。所以在可見將來,加拿大有很大機會長期地維持低息和弱加元的情況。但低假以時日,弱加元的寬鬆政策,只會進一步加劇「收入停滯、生活成本上升」的滯脹格局。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe
APAC stocks were firmer, with gains across the board following a positive handover from Wall Street, where tech outperformed, whilst the US jobs reports this week look set to be delayed after CR votes failed again on Wednesday, as expected.Fitch said a US government shutdown does not have near-term implications for the ‘AA+'/stable US sovereign rating; S&P estimated the shutdown could reduce GDP growth by 0.1–0.2 ppts per week.10yr JGB futures came under pressure after the 10yr JGB auction, which printed a lower cover ratio than the prior sale and followed the recent 2yr JGB auction that saw the weakest cover ratio since 2009.The US will provide Ukraine with intelligence for missile strikes deep inside Russia, and US officials are asking NATO allies to provide similar support, via WSJ.Looking ahead, highlights include Swiss CPI (Sep), EZ Unemployment (Aug), US Challenger Layoffs (Sep), BoJ's Uchida, Fed's Logan, ECB's de Guindos, BoC's Mendes, Supply from Spain, France, and the UK.Due to the US government shutdown, the following US data will not be released: Weekly Claims, Factory Orders (Aug), Durable Goods Rev. (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses are mostly higher as the solid start to the quarter continues, Euro Stoxx 50 +1.3%; US futures marginally extend on Wednesday's gains, ES +0.3%DXY currently lower for a 5th consecutive session, peers modestly firmer across the board with JPY leadingEGBs softer into supply but despite mixed/tepid taps the complex has lifted back to initial marginal peaks, USTs flat with the docket thinner than usualCrude began firmer but has since pulled back to lows despite a lack of newsflow, spot gold has taken a slight breather while base metals remain underpinnedLooking ahead, highlights include US Challenger Layoffs (Sep), Chicago Fed BLS Unemployment forecast, BoJ's Uchida, Fed's Logan, ECB's de Guindos, BoC's MendesDue to the US government shutdown, the following US data will not be released: Weekly Claims, Factory Orders (Aug), Durable Goods Rev. (Aug)Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks traded mixed following modest gains on Wall Street, with focus on the length of the US government shutdown after the Senate rejected the House-passed CR, whilst Chinese participants were away for Golden Week.The Senate has rejected the House-passed CR (as expected), cementing a shutdown, while House and Senate GOP leaders will hold a 10 a.m. (15:00 BST) news conference Wednesday, according to Politico, citing sources.BoJ Tankan Survey came in mixed and not strong enough to trigger hawkish repricing. Pricing tilted incrementally dovish as the dust settled, with a BoJ official noting firms were divided on the impact of US tariffs.The OPEC Secretariat firmly rejected media reports alleging that the OPEC-8 countries are planning to increase production by 500k bpd, calling the claims wholly inaccurate and misleading. Looking ahead, highlights include EZ & UK Final Manufacturing PMI (Sep), EZ Flash HICP (Sep), US ADP (Sep), ISM Manufacturing (Sep), Atlanta Fed GDP, BoC Minutes, Fed's Barkin, ECB's Elderson, de Guindos, Rehn, BoC's Rogers, supply from UK and Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US Government has officially gone into a shutdown. Weighing on the general risk tone in the early morning and the USD.European bourses have since bounce and extended to highs, Euro Stoxx 50 +0.3%; Healthcare leading. Stateside, futures remain lower awaiting data, ES -0.3%.DXY delved as low as 97.46 before recovering modestly, JPY tops the leaderboard, GBP & EUR both firmer though EUR losing some steam more recently.USTs contained awaiting data and shutdown updates, Bunds hit by soft supply, Gilts lag on Reeves.Crude initially steady but under increasing pressure this morning, XAU has resumed its ascent.Looking ahead, highlights include US ADP (Sep), ISM Manufacturing (Sep), Atlanta Fed GDP, BoC Minutes, Fedʼs Barkin, ECBʼs Elderson, de Guindos, Rehn, BoCʼs Rogers.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Who ya got??? On this date in rock history the road crews for Skynyrd and BOC got into a backstage brawl!
El Casal de Perpinyà organitza aquesta tardor un cicle de música de proximitat amb artistes del nord i del sud amb el nom de xinxirinxina. Es tracta d'una iniciativa associada amb el Casal del Conflent, la Boc i Cougouyou music. El primer concert d'aquest cicle és divendres 3 d'octubre amb Guillamino i Mawogani, a les 19:30 al Casal de Perpinyà. Les altres dues cites seran el 21 de novembre amb Davy Kilembé i Mar Pujol i el 12 de desembre amb Laura Cruet i Joy Rage. Tots els concerts són gratuïts.
Perpinyà acull aquest dissabte 27 de setembre la festa de la cervesa Octubre Festa, la primera gran festa de la cervesa de Catalunya Nord. Serà al Parc Expo de Perpinyà i acollirà cervesers locals com Cap d'Ona, Mil·lenari, BOC o la Brasserie du Canigou.
APAC stocks eventually traded mixed as the positive sentiment from Wall Street failed to sustain during APAC trade despite a lack of fresh catalysts. there was an absence of Japanese volume as participants were away due to the Autumnal Equinox holiday.OpenAI and NVIDIA announced a strategic partnership to deploy 10 gigawatts of NVIDIA systems, with NVIDIA to invest up to USD 100bln in OpenAI.US President Trump to speak at 09:50 ET /14:50 BST at the UN General Assembly; EU and E3 to meet the Iranian Foreign Minister at 10:00ET / 15:00 BST on Tuesday.European equity futures are indicative of a flat/firmer open with the Euro Stoxx 50 Future +0.1% after cash closed with losses of 0.3% on Monday.Looking ahead, highlights include EZ/UK/US Flash PMIs (Sep), US Richmond Fed Index, Riksbank Announcement; NBH Policy Announcement; Speakers include BoE's Pill, Fed's Powell, Bostic, Bowman, ECB's Cipollone, BoC's Macklem, US President Trump at UN General Assembly; Supply from Netherlands, UK, Germany, US; Earnings from Micron, Kingfisher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses gradually climb higher and currently at peaks; US equity futures are flat awaiting Fed Chair Powell.GBP hit by soft PMI, Eurozone data showed diverging fortunes for manufacturing and services.USTs are essentially flat; Gilts modestly out-edge peers following disappointing flash PMI metrics.Crude initially in the red but have managed to climb higher, XAU at another ATH, catching a bid on reports that China aims to become custodian of foreign gold reserves.Looking ahead, US Flash PMIs (Sep), US Richmond Fed Index, NBH Policy Announcement; Speakers include BoE's Pill, Fed's Powell, Bostic, Bowman, ECB's Cipollone, BoC's Macklem, US President Trump at UN General Assembly; Supply from the US; Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
1222. Un concurso de podcast escolar en Cantabria es la iniciativa que me sirve como excusa perfecta para grabar hoy un episodio expréss. Me he propuesto un reto: contaros algo útil, interesante y que además sirva como ejemplo de audio breve, todo en menos de cinco minutos. Y creo que este capítulo lo cumple a rajatabla. Gracias a un mensaje que compartió Luis, del grupo Quiero ser Podcaster, descubrí una propuesta que me ha parecido muy acertada y que quiero ayudar a difundir: la convocatoria del concurso “Cantabria Segura”, lanzado por la Consejería de Presidencia, Justicia, Seguridad y Simplificación Administrativa del Gobierno de Cantabria.¿Y por qué me parece interesante traerlo al podcast? Porque, además de una categoría de dibujo, han incluido otra centrada en la creación de podcast escolares. Este concurso tiene como objetivo fomentar la cultura preventiva y de autoprotección entre los más pequeños, y me parece una manera brillante de introducir el formato podcast en edades muy tempranas. A veces me encuentro con ideas sobre cómo iniciar en el podcasting a gente joven, o incluso con dudas sobre cómo usar este medio en el aula, y creo que aquí hay una respuesta clara: darles un tema relevante y dejarles libertad para contarlo a su manera.La convocatoria está abierta a estudiantes de primaria en Cantabria: los de 1º, 2º y 3º pueden participar con dibujos, mientras que los de 4º, 5º y 6º deben presentar un podcast con una duración máxima de cinco minutos. Me gusta especialmente que se premie el formato de ficción sonora o la recreación de noticias, porque esto anima a trabajar con guiones, a pensar en cómo contar una historia y, sobre todo, a usar la creatividad para divulgar temas importantes como la prevención ante emergencias.También me ha parecido interesante que el concurso especifique que los guiones deben ser originales y escritos por los propios alumnos, y que los podcast no serán explotados comercialmente. Eso sí, podrán ser difundidos por el propio Gobierno de Cantabria en los canales que estimen oportunos. Todo esto queda recogido en el artículo 4 de la convocatoria publicada en el Boletín Oficial de Cantabria el pasado 10 de septiembre, y lo he leído literalmente en el episodio para que no se me escape nada. Aquí dejo este episodio como muestra. Espero que sirva de inspiración tanto si eres docente, como si conoces a alguien que trabaje en un centro escolar en Cantabria o si simplemente te interesa ver cómo evoluciona el formato podcast desde las nuevas generaciones.Aquí tienes la información proporcionada por la web de Gobierno de Cantabria sobre este concurso de podcast escolar: https://www.cantabria.es/web/comunicados/w/la-consejería-de-presidencia-y-seguridad-convoca-el-concurso-de-dibujo-y-podcast-apos-cantabria-segura-apos-Por otro lado, todos los detalles del certamen están en el BOC del 10 de septiembre: https://boc.cantabria.es/boces/verAnuncioAction.do?idAnuBlob=424339_________________Consigue tu entrada para el directo de 'ComedyCon' el 27 de septiembre en las Podnights Madrid a través de Eventbritehttps://www.eventbrite.es/e/entradas-comedy-con-en-podnights-madrid-1567143762179 _____________ ¡Gracias por pasarte 'Al otro lado del micrófono' un día más para seguir aprendiendo sobre podcasting! Si quieres descubrir cómo puedes unirte a la comunidad o a los diferentes canales donde está presente este podcast, te invito a visitar https://alotroladodelmicrofono.com/unete Además, puedes apoyar el proyecto mediante un pequeño impulso mensual, desde un granito de café mensual hasta un brunch digital. Descubre las diferentes opciones entrando en: https://alotroladodelmicrofono.com/cafe. También puedes apoyar el proyecto a través de tus compras en Amazon mediante mi enlace de afiliados https://alotroladodelmicrofono.com/amazon La voz que puedes escuchar en la intro del podcast es de Juan Navarro Torelló (PoniendoVoces) y el diseño visual es de Antonio Poveda. La dirección, grabación y locución corre a cargo de Jorge Marín. La sintonía que puedes escuchar en cada capítulo ha sido creada por Jason Show y se titula: 2 Above Zero. 'Al otro lado del micrófono' es una creación de EOVE Productora.
Perpinyà acull aquest dissabte 27 de setembre la festa de la cervesa Octubre Festa, la primera gran festa de la cervesa de Catalunya Nord. Serà al Parc Expo de Perpinyà i acollirà cervesers locals com Cap d'Ona, Mil·lenari, BOC o la Brasserie du Canigou.
APAC stocks traded mixed after Chinese markets failed to benefit from the phone call between US President Trump and Chinese President Xi on Friday, with some citing a lack of concrete progress.US lawmakers face a deadline of September 30th to pass a funding bill to avoid a government shutdown. Members of the Senate are not scheduled to return to Washington until September 29th, and House lawmakers are not due to return until October 7th, according to NBC.Estonia triggered NATO Article 4 after three Russian MiG-31 jets entered its airspace on Friday, while Germany scrambled fighter jets to track a Russian plane over the Baltic Sea over the weekend.European equity futures are indicative of an uneventful cash market open with Euro Stoxx 50 futures U/C after the cash market closed flat on Friday.Looking ahead, highlights include EZ Consumer Confidence Flash (Sep), Canadian Producer Prices (Aug); Speakers include BoE's Pill, Bailey, Fed's Williams, Musalem, Barkin, Hammack, BoC's Kozicki; Supply from the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US lawmakers face a deadline of September 30th to pass a funding bill to avoid a government shutdown. Members of the Senate are not scheduled to return to Washington until September 29th, and House lawmakers are not due to return until October 7th, according to NBC.European and US equity futures are broadly lower; ASML +2.5% boosted after a broker upgrade.USD trims post-FOMC upside ahead of a slew of Fed speak; GBP and EUR leads.Fixed paper broadly higher as markets await a deluge of Fed speakers.Crude initially firmer but has slipped in recent trade; XAU makes a fresh ATH at USD 3,726/oz, with geopols in focus.Looking ahead, Canadian Producer Prices (Aug); Speakers include BoE's Pill, Bailey, Fed's Williams, Musalem, Barkin, Hammack, BoC's Kozicki.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Following DM central bank Superweek, we discuss currency take-aways from the Fed, BoC, Norges Bank and BoE and preview FX implications from the SNB and Riksbank next week. Speakers: Patrick Locke, Global FX Strategy Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Junya Tanase, Global FX Strategy This podcast was recorded on 19 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5085230-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
The BoC and the Fed both cut rates this week, signalling more easing ahead. Housing troubles persist. Federal budget gets delayed. China coal consumption hits record highs. IEA revises oil demand higher. Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=LoonieStart an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the 25 basis point rate cuts from both the Fed and Bank of Canada – highlighting Fed Chair Jerome Powell's “insurance cut” framing and labour market pressures. He also explores the BoC's outlook amid persistent economic slack. Dustin shares how these developments are shaping the team's positioning, including duration, spreads, and FX, and reflects on the key risks that could test market resilience and global carry strategies in the months ahead. This episode was recorded on September 17, 2025.
APAC stocks traded mixed with global risk sentiment cautious ahead of the crucial FOMC policy decision.White House said it was further extending the TikTok enforcement delay, with the deadline to sell TikTok extended until December 16th.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 1.3% on Tuesday.DXY is flat after yesterday's selling pressure. EUR/USD retains a firm footing on a 1.18 handle, GBP awaits UK inflation metrics.USTs and Bunds are steady. Crude futures slightly eased back from this week's peak.Looking ahead, highlights include ECB Wage Tracker, UK Inflation (Aug), EZ HICP Final (Aug), New Zealand GDP (Q2), US Atlanta Fed GDP, FOMC Announcement, BoC Announcement, BCB Announcement, Bank of Indonesia Announcement, ECB's Lagarde, Nagel, Cipollone, Fed Chair Powell, BoC's Macklem & US President Trump, Supply from Germany & UK, Earnings from General Mills.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
White House said it was further extending the TikTok enforcement delay, with the deadline to sell TikTok extended until December 16th.European bourses are mixed; NQ saw fleeting pressure on reports that China ordered tech firms to stop buying NVIDIA's AI chips; NVIDIA -0.9% pre-market.USD is a touch firmer as markets brace for today's FOMC announcementNVIDIA pressure lifts fixed income to highs pre-FOMC, Gilts outperform after the region's inflation report which was broadly in-line but as Services cooled a touch.Crude trades with modest losses; Dollar strength weighs on gold.Looking ahead, New Zealand GDP (Q2), US Atlanta Fed GDP, FOMC Announcement, BoC Announcement, BCB Announcement, Speakers including ECB's Nagel, Fed Chair Powell, BoC's Macklem & US President Trump. Earnings from General Mills.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Divisões internas no Fed podem gerar votos divergentes; semana também traz decisões de BoC, BoE e BoJ sobre política monetária.
The Fed meets this coming week to decide how much monetary relief the US economy really needs. Group Chief Economist Neil Shearing says that, employment data aside, the evidence argues for fewer rate cuts than markets are pricing in. He talks to David Wilder about the health of the economy, whether the surge in AI investment is making a difference, and previews the Bank of England meeting, where the pace of quantitative tightening may be slowed by a still-febrile bond market. Also on the show, Chief Climate and Commodities Economist David Oxley assesses the oil price outlook in light of the week's geopolitical developments in Qatar and Poland, and ahead of OPEC's 65th anniversary.Analysis and events referenced in this episodeUS economy is doing better than weak payrolls suggestNo more BoE cuts this year, but rates to fall to 3.00% next yearLabour market slump to prompt BoC to resume cutsWeak labour demand forces Fed off the sidelinesThe economic and market impact of AIData: GDP NowcastsOPEC at 65: shifting market dynamics expose frailties
With his team down by a lot, a high school football coach sets out to lift their spirits with a rousing and inspiring monologue, only to have trouble actually ending it. Written and Directed by Andy Feldman Starring Jason Duvall as Lin Sara Goetz as Asst. Coach Essie Ogilvy Brian James O'Connell as Coach Quentin Mercer Jeremy Orriss as Billy Kriss Wilkerson as Trevor See Jason perform in Doom Scroller and with People on a Mission, and listen to him on Fight Court! Check out BOC's movie Bloodsucking Bastards! See Sara and Jeremy perform in The Confessional! Watch Kriss perform in Go Tech Yourself and with Industrial Kitchen! Produced by Dylan Garcia Theme Music by Irontom Art by Chayenne Greenberg Background Music provided by zapsplat.com Sound Effects provided by zapsplat.com and soundsnap.com Special Thanks to Rick Chew, Sean Harber, Renee Mannequin, Billy Martin, Deshawn Mason, Patrick Meehan, Dana Merwin, Anna Rozenbaum, Shruti Shetty, and Sam Zahn
The is a fun one. Mike and BOC from The Providence Crier join The Friar Podcast for a full breakdown of the 2025–26 Friars. From cautious optimism to recruiting buzz, breakout players to buy-or-sell predictions, we cover it all. This episode dives into preseason expectations, potential sleepers, and what needs to improve for Providence to make a tournament push. Plus: favorite Friar glue guys, all-time games at the AMP, and our go-to Rhode Island restaurants. A must-listen for Friar fans heading into the new season.
The passage of the One Big Beautiful Bill on July 4th, 2025, coupled with an Executive Order (EO) issued by President Trump on July 7th, have shined a light on certain key requirements impacting eligibility for various renewable tax credits that have existed for a number of years, but which have likely been under most people's radar. The requirements are known as the “Beginning of Construction” or “BOC” requirements. On this episode of Alternative Power Plays, Buchanan's Alan Seltzer and John Povilaitis welcome Ed Hild, a principal in Buchanan's government relations practice, and Carl Staiger, a shareholder the firm's tax section with a specific focus on energy-related projects.The One Big Beautiful Bill (OBBB) accelerated the phase-out or termination of tax credits available for most commercial renewable energy projects. As many in the industry know, maintaining eligibility for tax credits has been an important issue for as long as renewable energy tax credits have existed, as the economic viability of many projects have been tied to these credits. During their conversation, the group explores what the changes made in the OBBB and the potential impact of the Executive Order mean for wind and solar developers with a focus on BOC.To learn more about Ed Hild, visit: https://www.bipc.com/edward-hildTo learn more about Carl Staiger, visit: https://www.bipc.com/carl-staigerTo learn more about Alan Seltzer, visit: https://www.bipc.com/alan-seltzerTo learn more about John Povilaitis, visit: https://www.bipc.com/john-povilaitis
Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples.01:02 Understanding the Broken Thesis03:07 Evaluating Investment Theses09:03 Case Study: The Trade Desk19:46 Case Study: Boston Omaha24:26 The Broken Thesis: A Personal Experience25:11 TPI Composites: A Case Study in Bankruptcy29:36 Brunswick Corporation: A Journey Through Time33:31 Nvidia: From Video Cards to AI Powerhouse40:24 Evaluating Investment Theses: Lessons LearnedCompanies mentioned: AMZN, BC, BOC, CTRE, NFLX, NVDA, OM, RDFN, ROKU, CLNETPIC, TTD*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest