Podcasts about Boe

15/6 Trump: l'accordo con l'Iran è concluso. Teheran conferma, venerdì la firma a Ginevra. Mercati: risk-on e relief rally. Piomba il petrolio: Brent -5%, WTI a 80$. Cosa succede adesso? Settimana di banche centrali, la prima di Warsh alla Fed. Attesi tassi fermi e rimozione “easing bias”. Mercato: le chance di un rialzo scendono a dicembre da 80 a 60%. Dollaro minimi da dieci giorni, giù anche rendimenti Treasury. Corrono oro, argento e Bitcoin che sfiora 66mila dollari. SpaceX +4% pre-market. Adesso si apre il vero test: tutto quello che dovete sapere. Anthropic disattiva Mythos e Fable 5, in settimana incontro alla Casa Bianca. Le preoccupazioni del Ceo di Amazon Andy Jassy. G7 a Evian, prove di accordi. Trump La Francia deve eliminare tech max o dazi al 100% su vino. E4 verso rimozione sanzioni Iran.  *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi. Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Euforia in Asia: Nikkei e Kopsi salgono oltre il 5%. Softbank +12%. La settimana della BOJ: rialzo di 25pb a 1% max da trent'anni. Zhipu vola con la promozione di JPM. Risk-on anche in Europa. Post Bce, rialzo a luglio o settembre? UK tra BOE (tassi fermi) e elezione di Burnham. Deutsche Boerse sotto egida nazionale. Btp Italia sì oggi al via. Focus su risiko bancario: domani cda Banco BPM, il 22 risponde Lovaglio. Ferrari con prima vittoria Hamilton,Telecom Italia e Ferretti.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we expect on-hold decisions by the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI, but hikes by BOJ, BSP and CBC. We expect the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI to all keep policy rates unchanged. By contrast, we see the BOJ, BSP, and CBC as likely to hike at a measured pace. Statements will be non-committal across the board, and all eyes on Fed Chair Warsh who will likely try to be balanced. Chapters: US:1:53, UK:9:05, Japan:14:54, Asia:14:59.

El Gobierno ha publicado en el BOE la primera fase de la migración de la TDT a las tecnologías DVB-T2 y H.265. De momento sólo se migrará un multiplex y en unos años el resto. El objetivo es que todos los canales puedan emitir en 4K.

Straight after the ECB's first rate increase in quite a few years, Cathal Kennedy and Peter Schaffrik discuss the ECB's rate hike, the set of new forecast and the likely path going forward. Peter and Cathal also discuss next week's BoE meeting and compare and contrast the two central banks' approach to monetary policy at present.Participants:Peter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsCathal Kennedy (Desk Strategy), Senior UK Economist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

Iran has informed Pakistan of its acceptance of transferring part of its uranium to a third country that agrees to it. However, Al Arabiya followed up by stating that the US still refuses Iran's request to release its frozen funds.US equity futures tilt negative as AVGO AI revenue guidance continues to infect the tech space. G10s firm against the Buck into NFP, expectations of 85K.Tentative action across fixed benchmarks, while gilts outperform as the Makerfield by-election nears. Crude off lows while Washington gives Iran till the end of the week to respond.Looking ahead, highlights include US Jobs Report (May), Canadian Jobs Report (May), Speakers include BoE's Bailey & Dhingra.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said that Iran talks are going well. He reiterated that almost all of Iran's leadership has been wiped out; Brent Aug'26 +0.4%.Washington has demanded that Tehran deliver its response before the end of the week, and stated no progress in negotiations between Iran and the US, Al Hadath reports, citing Israeli Channel 12. Washington warned Tehran, “either an agreement or a military strike”.Ukrainian President Zelensky sent a letter to Russian President Putin, which said that the choice is yours; "Enough of war, Ukraine proposes to end this war".APAC stocks were mostly lower, subdued by tech-related pressure stateside; European equity futures are indicative of a slightly lower open.DXY is slightly lower, awaiting the key US NFP report; G10s trade lacklustre, whilst USD/JPY lingers around 160.00.Looking ahead, highlights include French Balance of Trade (Apr), BoE DMP (May), EU Employment Change Final (Q1), GDP 3rd Estimate (Q1), Italian Retail Sales (Apr), Canadian Jobs Report (May), US Jobs Report (May).Speakers include RBA's Hauser, BoE's Bailey & Dhingra.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week on Bondcast, the team examines how fading optimism over a potential US-Iran agreement and renewed tariff discussions are influencing rates markets. With major central bank meetings approaching, the discussion also turns to the outlook for the European Central Bank (ECB), Bank of England (BoE), and Federal Reserve. Key topics: * ECB rhetoric has become more hawkish, but policymakers are unlikely to commit to a fixed hiking path.* The BoE remains cautious, with centrist policymakers showing little urgency to raise rates.* Fed officials continue to balance inflation and growth risks more carefully than markets may be assuming.* New US tariff proposals could create future headline risk despite limited immediate economic impact.* French political risk is gradually moving back onto investors' radar ahead of 2027.* Fiscal concerns remain a major structural challenge for the UK, particularly due to high debt servicing costs. Contributors: Imogen Bachra (host), Head of Economics and Markets StrategyOriane Parmentier, European Rates StrategistIan VanderHorn, Economics and Market Strategy at NatWest Markets This episode was recorded on 4 June 2026. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html 

DOCKET ALERTS: The Supreme Court stayed a lower court decision out of Texas banning doctors from dispensing the abortion drug mifepristone. The Colorado Supreme Court barred Children's Hospital from cutting gender-affirming care, calling it a denial of treatment on the basis of sex and gender identity.   The DOJ is suing the DC Bar to stop it disciplining upstanding government lawyers like Ed Martin and Jeff Clark. The case has been assigned to Judge Richard Leon!!!   Elon Musk lost his lawsuit against Sam Altman and OpenAI.   MAIN SHOW:   The DOJ's effort to harass trans kids and their medical providers is escalating into a judicial crisis as Judge Reed O'Connor in the Northern District of Texas purports to bar Rhode Island Hospital from seeking redress in any other court or from "aiding and abetting" anyone else in seeking redress. Meanwhile in Rhode Island, Judge Mary McElroy says the Hospital does not have to comply.   Trump purports to "settle" his lawsuit against the IRS over the 2020 disclosure of his tax returns by establishing a $1.8 billion slush fund for the "victims of weaponization" of the DOJ under Biden. Is that legal? (No.)   Danco Labs v. Louisiana [US Supreme Court - mifepristone] https://www.supremecourt.gov/opinions/25pdf/25a1207_21p3.pdf   Boe v. Children's Hospital Colorado [Colorado Supreme Court - gender affirming care] https://www.coloradojudicial.gov/system/files/opinions-2026-05/26SA66.pdf   US v. Fox [DOJ sues DC Bar] https://www.courtlistener.com/docket/73338949/united-states-v-fox/?order_by=desc   In Re: Administrative Subpoena 25-1431-032 [Texas action] https://www.courtlistener.com/docket/73276712/in-re-administrative-subpoena-25-1431-032/   In Re: Motion to Quash Administrative Subpoena to Rhode Island Hospital [Rhode Island action] https://www.courtlistener.com/docket/73290254/in-re-motion-to-quash-administrative-subpoena-to-rhode-island-hospital/   Trump v. IRS [docket via CourtListener] https://www.courtlistener.com/docket/72207870/trump-v-internal-revenue-service/   DOJ Notice of Settlement - administration of "Anti-Weaponization Fund" https://www.justice.gov/opa/media/1441086/dl   OLC Memorandum, "Availability of Judgement Fund in Cases Not Involving a Money Judgment Claim" https://www.justice.gov/file/151086/dl?inline   Show Links: https://www.lawandchaospod.com/ BlueSky: @LawAndChaosPod Threads: @LawAndChaosPod Twitter: @LawAndChaosPod

An informed source to Al Arabiya said the agreement on the release of frozen Iranian funds in its final stages, but the search continues for a mechanism on frozen funds. However, US President Trump informed the mediators of his refusal to release funds to Iran before signing the agreement.Israel and Lebanon agreed to a ceasefire in US-brokered talks, with the ceasefire contingent on Hezbollah's evacuation from the Litani. Despite this, there have been reports of continuing attacks in Southern Lebanon.US equities mixed as disappointing AVGO and CRWD earnings weigh on NQ and ES. Fixed income benchmarks gain by a handful of ticks ahead of Friday's NFP.DXY softened; JPY saw fleeting strength following hawkish BoJ reports, CHF firmer despite softer CPI data.Crude slips as efforts for a US-Iran deal continue.Looking ahead, highlights include Jobless Claims (May/30), Revelio PLS (May), Chicago Fed Labor Market Indicators Final (May), Speakers include BoE's Bailey, Fed's Daly, Bowman & Barkin, Earnings from Docusign, lululemon & Ciena.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they have been hitting Iran pretty hard and Iran negotiations are going well, while he suggested a deal could happen over the weekend. Though noted that it could go another two or three weeks, Brent Aug'26 -0.7%.Talks between Iran and the US were reportedly still ongoing, and no final decision had been made, according to Fars, citing a member of Tehran's negotiating team.An Iranian negotiating delegation media team member outlined a four-stage proposal for a deal with the US. 1) Ending the war, 2) tangible measures re. the Strait, 3) sanctions and nuclear issues, 4) the establishment of a supervisory committee.APAC stocks traded lower following a negative handover from the US; European bourses are indicative of a softer open.G10s are mostly slightly firmer against the USD; JPY gains slightly on reports that the BoJ is to mull a hike this month, with another possible this year.Looking ahead, highlights include Swedish CPIF (May), Swiss CPI (May), EU Retail Sales (Apr), US Challenger Layoffs (May), Jobless Claims (May/30), Revelio PLS (May), and Chicago Fed Labor Market Indicators Final (May). Supply from Spain & France. Earnings from Docusign, lululemon & Ciena.Speakers include BoE's Bailey, ECB's Lagarde, Fed's Daly, Bowman & Barkin.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The ASX 200 jumped 61 points after a slow start to 8756, with GDP coming in a little light, giving the RBA room to hold rates. Banks rebounded, with CBA up 1.1% and ANZ doing well, up 1.9%, as the Big Bank Basket rose to $275.51 (+1.1%). Other financials were a little mixed, GQG fell 1.4%, AMP slid 2.0% and HUB fell 0.9%. Insurers were steady as she goes.Industrials firmed in places, with WES down 0.2 %, while WOW and COL did better. Healthcare remains in ICU, with CSL falling another 0.4% and RMD down 0.7%. Tech stocks were under pressure after a great run in recent days, with XRO down 3.5% and WTC falling 2.1%, while the All Tech Basket down 0.7%.Resources, and especially copper stocks, were the stars of the show again. BHP hit new records, up 2.4%, and RIO gained 1.6%. Rare earths got a boost, with LYC up 2.8% and ARU gaining %. Uranium stocks fired up on some Urenco news from the US, with PDN up 11.5% and BOE gaining 7.6% as the shorts ran for cover. STO had a good day too, while WDS was flat.In corporate news, SLC jumped 0.3% on an upgrade to earnings, MP1 entered a trading halt pending a large capital raising, ALD rallied 3.4% on watchdog approvals and INA soared 5.4% on earnings confirmation. TLC lowered guidance and slipped 1.5%. In economic news, GDP came in a little light at 0.3% for the quarter and 2.6% for the year, giving the RBA a good excuse to stay pat.Asian markets mixed. Japan up 2.8%, Hong Kong down 1.7%, and China up 1.6%. South Korea closed for local elections.US futures: Dow down 32 and Nasdaq down 13. Oil up 1.0%. Surprising given the hostilities in the Gulf.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US President Trump said talks with Iran were continuing at a rapid pace; he thinks he will have an agreement with Iran to extend the ceasefire and reopen the Strait of Hormuz over the next week.Iran's Foreign Ministry said the US bears direct responsibility for violations of the ceasefire with Iran and by Israel in Lebanon, adding that a violation on one front was equal to violations on all fronts.The US is in talks to expand nuclear weapon deployments in Europe, according to the FT.Crude futures gradually pulled back overnight following the prior day's rally; fixed income caught a bid overnight.APAC stocks were mixed following the choppy performance stateside; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5%.Looking ahead, highlights include EZ CPI (May), JOLTs Job Openings (Apr), RCM/TIPP Economic Optimism, New Zealand Export/Import Prices (Q1), NBP Policy Announcement (Jun). Speakers include Fed's Kashkari & Hammack, BoE's Bailey & Greene, ECB's Vujcic. Supply from the UK & Germany. Earnings from Dollar General, Palo Alto & ULTA Beauty.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump told ABC News he thinks he will have an agreement with Iran to extend the ceasefire and reopen the Strait of Hormuz over the next week.US equity futures lack direction just shy of ATHs, while European bourses reverse Monday's losses. Global benchmarks benefit from lower energy prices, JGBs outperform following a solid 10yr auction.DXY muted, EUR directionless as EZ CPI surpasses 3%. Crude (Brent -1.4%) falls over renewed hopes of an Iran resolution.Looking ahead, highlights include US JOLTs Job Openings (Apr), RCM/TIPP Economic Optimism, New Zealand Export/Import Prices (Q1), NBP Policy Announcement (Jun). Speakers include Fed's Hammack, BoE's Bailey & Greene, ECB's Vujcic. Earnings from Dollar General, Palo Alto & ULTA Beauty.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Last week, Britain's economic landscape continued to struggle due to the energy shock driven by the conflict in Iran, leading to Ofgem (“the Office of Gas and Electricity Markets”) announcing a 13% rise in energy bills. This and other inflationary measures mean the headline inflation will likely remain above the BoE's (“Bank of England”) target for a fifth consecutive year. BoE Governor Andrew Bailey indicated that while rate cuts are off the table, recent bond market tightening has bought the central bank time to monitor the conflict's volatility. Investors have subsequently scaled back their interest rate expectations, pricing in just a small increase by year-end. There is also stagnation in the labour market. Resignation rates have dropped to 0.55%, with workers clinging to existing roles due to fewer vacancies; higher employer taxes; and automation threats...Stocks featured:International Consolidated Airlines Group, JD Sports Fashion and Melrose IndustriesTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

This week, geopolitical tensions may be cooling but the fallout is rising with growth, inflation and central bank reactions evolving rapidly. We look ahead to the US labour market data and the ongoing hawkish shift in Fed communications. In Asia, we preview the RBI's next meeting and look ahead at inflation data around the region. In Europe, we discuss what factors – such as inflation expectations – could shift our views on the ECB and BoE. Chapters: US: 2:27; Asia: 11:01; Europe: 17:09;

The text of the possible memorandum of understanding between the US and Iran has not been finalised and confirmed to this point, according to Tasnim.A Romanian radio station reported that a drone hit a residential building in Romania's Galati, near the border with Ukraine.The EU is to discuss restrictions on Chinese imports, although no decision was expected on Friday.APAC stocks headed into month-end on the front foot as the region took impetus from the gains stateside.Crude futures were subdued after wiping out the prior day's initial gains.European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with losses of 0.3% on Thursday.Looking ahead, highlights include Spanish HICP (May), German Import Prices (Apr), State/Nationwide CPI Prelim. (May), Unemployment Rate (May), French GDP Final (Q1), HICP Prelim. (May), Italian HICP Prelim. (May), Canadian GDP (Q1). Speakers include BoE's Bailey, Fed's Kashkari, Schmid, Bowman, Paulson & Daly. Credit Rating updates include S&P on France & Hungary, Morningstar DBRS on Spain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A US official said the US military carried out new strikes on an Iranian military site and shot down multiple Iranian drones that posed a threat to US forces and commercial maritime traffic in the Strait of Hormuz.IRGC said it targeted a US air base in response to the US aggression near Bandar Abbas Airport, while it added that any further US attacks would trigger a more decisive response.Air raid sirens sounded in Kuwait, and the Kuwaiti Army said air defences were intercepting hostile missiles and drone attacks, according to Al Hadath.European and US equity futures slip as markets digest the recent flare-up; DXY firmer, Brent Aug'26 +2.5%, with fixed income benchmarks on the backfoot.Looking ahead, highlights include US Initial Jobless Claims (May/23), US GDP 2nd Estimate (Q1), US Core PCE (Apr), US Durable Goods Orders (Apr), US Real Consumer Spending 2nd Estimate (Q1), Atlanta Fed GDP (Q2), ECB Minutes (Apr), SARB Policy Announcement (May). Speakers include Fed's Williams & Barkin, BoE's Breeden, ECB's Schnabel & SNB's Schlegel. Supply from the US, Earnings from Dell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A US official said the US military carried out new strikes on an Iranian military site and shot down multiple Iranian drones that posed a threat to US forces and commercial maritime traffic in the Strait of Hormuz.IRGC said it targeted a US air base in response to the US aggression near Bandar Abbas Airport, while it added that any further US attacks would trigger a more decisive response.Air raid sirens sounded in Kuwait, and the Kuwaiti Army said air defences were intercepting hostile missiles and drone attacks, according to Al Hadath.US President Trump said he was not discussing easing sanctions on Iran and would keep control of Iran's money until it behaves, while adding he was uncomfortable with Russia or China taking Iran's highly enriched uranium stockpileCrude futures edged higher after reports of explosions in Iran's Bandar Abbas; 10yr UST futures continued their slide amid a rebound in oil.APAC stocks were pressured amid a flare-up of geopolitical tensions; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 1.2%.Looking ahead, highlights include Spanish Retail Sales (Apr), EU Consumer Confidence Final (May), US Initial Jobless Claims (May/23), US GDP 2nd Estimate (Q1), US Core PCE (Apr), US Durable Goods Orders (Apr), US Real Consumer Spending 2nd Estimate (Q1), Atlanta Fed GDP (Q2), ECB Minutes (Apr), SARB Policy Announcement (May). Speakers include Fed's Williams & Barkin, BoE's Breeden, ECB's Lane, Lagarde, Cipollone, Schnabel & SNB's Schlegel. Supply from the UK, Italy & US, Earnings from Dell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said negotiations with Iran were in the “final stages” and warned that the US military could have to get “a little bit nasty” if no agreement is reached, according to the New York Post.There had reportedly been progress in attempts to formulate a memorandum of understanding and guiding principles between the US and Iran, although significant gaps remained, according to Amichai Stein.FOMC minutes showed many policymakers would have preferred to remove the easing bias from the policy statement, while a majority said further tightening would likely become appropriate if inflation remained persistently above target.NVIDIA shares edged lower (-1.3%) in extended trading, despite beating expectations and giving upbeat guidance, amid lofty investor expectations.APAC stocks mostly rallied as the region took impetus from the gains in the US; European equity futures indicate a flat/slightly positive cash market open.Looking ahead, highlights include Global S&P PMIs Flash (May), US Initial Jobless Claims (May/16), EU Consumer Confidence Flash (May), and Banxico Minutes (May). Speakers include BoE's Bailey & Taylor, ECB's Elderson, Fed's Barkin. Supply from Spain, France & UK, Earnings from Walmart & Deere.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tehran is studying the American text and has not yet submitted its response, Al Arabiya reported citing sources."Pakistan's mediation efforts between US and Iran are at a crucial stage where efforts are underway to secure an agreement or a framework for comprehensive talks which can eventually lead to a ‘deal',"** according to journalist Mallick.European bourses are broadly higher despite disappointing PMIs; US equity futures are flat after NVDA sales guidance disappointed. DXY weighs hawkish FOMC and geopolitics; AUD lags post-jobs data. USTs are a little lower whilst Bunds digest Flash PMIs, which fuel stagflation woes.Crude wanes off highs amid further reports of diplomatic effects; Brent Jul -0.7%. Looking ahead, highlights include US S&P PMIs Flash (May), Initial Jobless Claims (May/16), EU Consumer Confidence Flash (May), Banxico Minutes (May). Speakers include BoE's Bailey & Taylor, ECB's Elderson, Fed's Barkin, Goolsbee. Earnings from Walmart & Deere.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Iran-Pakistan cooperation has reportedly declined over the past two weeks, with a diplomatic source saying that Iran and Pakistan held conflicting positions on negotiation channels and the venue for talks.The EU has finalised the text of its US trade deal, as the bloc races to meet US President Trump's July 4th deadline.European bourses softer, chip names firmer ahead of NVDA earnings.Lacklustre trade across G10s with the DXY slightly firmer ahead of the FOMC Minutes. Fixed benchmarks find some reprieve as energy prices pull back, Gilts outperform following cooler-than-expected CPI.Crude futures on a softer footing, precious metals hold steady following Tuesday's selloff. Looking ahead, highlights include New Zealand Trade Balance (Apr), FOMC Minutes (Apr). Speakers include Fed's Barr, BoE's Bailey, Breeden, Dhingra & Mann. Supply from the US. Earnings from NVIDIA, Target & Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Iran's position in talks with the US to end the war hasn't changed much from earlier iterations that failed to yield progress towards a deal, according to WSJ, citing mediators and US officials.US Vice President Vance said he had spoken with President Trump regarding Iran and stated that Tehran had two options: either reach an agreement or resume the war.A US intelligence assessment recently showed that US forces identified at least 10 mines in the Strait of Hormuz, according to CBS, citing US officials.Samsung Electronics' (005930 KS) largest labour union will begin an 18-day strike on 21st May after wage talks broke down, Yonhap reported.APAC stocks declined following the weak handover from the US; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.6%.Looking ahead, highlights include German PPI (Apr), UK Inflation Report (Apr), EU Inflation Final (Apr), New Zealand Trade Balance (Apr), and FOMC Minutes (Apr). Speakers include US President Trump, Fed's Paulson & Barr, BoE's Bailey, Breeden, Dhingra & Mann. Supply from Germany & US, Earnings from NVIDIA, Target & Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump posted on Truth that the US military is to hold off on the Iran attack that was initially planned for Tuesday after Saudi Arabia, UAE, and Qatar requested him to do so, as serious talks are now taking place.US President Trump also instructed the US to be prepared to go forward with a full, large-scale assault of Iran on a moment's notice, in the event an acceptable deal is not reached.US President Trump told The Post on Monday that he is “not open” to any concessions for Tehran after receiving the latest disappointing Iranian response on peace deal talks.Crude futures were lower following the prior day's choppy mood owing to mixed geopolitical headlines, although the main highlight was US President Trump calling off an attack on Iran.APAC stocks traded mixed; European equity futures indicate a mildly higher cash market open with Euro Stoxx 50 futures up 0.2%.Looking ahead, highlights include UK Jobs Report (Mar/Apr), Average Earnings (Mar), US ADP Employment Change Weekly, Canadian CPI (Apr). Speakers include BoE's Breeden, ECB's Lane & Fed's Waller. Supply from UK & Germany, Earnings from Home Depot.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump had a good meeting with Chinese President Xi, in which the two sides discussed ways to enhance economic cooperation. The two sides agreed that the Strait must remain open and that Iran can never have a nuclear weapon. However, Taiwan was not mentioned.US President Trump's team is now discussing options for military escalation to break the deadlock, Axios reported. Options include resuming Project Freedom or striking Iranian infrastructure. European bourses continue to rebound; NVDA gains after the US reportedly approved around 10 Chinese firms to buy H200 chip.DXY flat, GBP immediately pared post-GDP gains as politics remains in focus.USTs attempt to bounce back from recent losses; Gilts eye a potential leadership challenge.Crude holds a mild upward bias but wanes off its best levels as US and Iran prefer diplomacy.Looking ahead, highlights include Trump-Xi Summit (14th-15th May); US Retail Sales (Apr), Export/Import Prices (Apr), Jobless Claims (May 9), Atlanta Fed GDP. Speakers include BoE's Pill, Fed's Bowman, Miran, Logan, Schmid, Hammack & Williams.Holiday: Ascension Day Holiday (Closures in Switzerland, Sweden, Norway, Finland, Denmark).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump told Chinese President Xi that they've had a fantastic relationship and they are going to have a fantastic future together.Chinese President Xi told US President Trump it is a pleasure to meet him in Beijing, while he has always believed that the common interests between China and the US outweigh the differences.US Secretary of State Rubio said the US hopes to convince China to play a more active role in persuading Iran to back down on its actions in the Gulf.An Iranian NSC spokesperson said new confrontations with the US are possible, and they are preparing a law regarding navigation in the Strait of Hormuz.APAC stocks traded mixed; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.7%.Looking ahead, highlights include Trump-Xi Summit (14th-15th May); UK GDP (Mar/Q1), Industrial Production (Mar), Spanish HICP Final (Apr), US Retail Sales (Apr), Export/Import Prices (Apr), Jobless Claims (May 9), Atlanta Fed GDP. Speakers include ECB's Lagarde, BoE's Pill, Fed's Logan, Schmid, Hammack & Williams. Earnings from Telefonica, Burberry & National Grid.Holiday: Ascension Day Holiday (Closures in Switzerland, Sweden, Norway, Finland, Denmark).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are only going to make a good deal regarding Iran and will have a long talk with Chinese President Xi about the Iran war.Iran will not enter the second round of talks with the US without fulfilling five confidence-building conditions, local media reported.US President Trump posted that NVIDIA CEO Huang is on Air Force One along with a number of CEOs of large US companies.UK government whips believe Wes Streeting will make his move on Thursday to avoid clashing with the King's Speech.APAC stocks traded mixed; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8%.Looking ahead, highlights include Swedish Inflation Final (Apr), French Inflation Final (Apr), EZ Employment Change (Q1), Industrial Production (Mar), GDP 2nd Estimate (Q1), US PPI (Apr), BoC Minutes (Apr), Riksbank Minutes (May), IEA OMR (May), OPEC MOMR (May). Speakers include BoE's Mann, Fed's Collins & Kashkari, ECB's Lane & Lagarde. Supply from Australia, Italy, Germany & US. Earnings from Cisco Systems, Alibaba, Siemens, Deutsche Telekom, Allianz, E.ON, Merck & RWE.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent and Vice Premier He held talks. Following the conclusion, Chinese state media reported that China and the US held candid, in-depth and constructive exchanges.European bourses rebounded from Tuesday's selloff, DAX 40 outperform following a heavy earnings docket; US equity futures gain.GBP mixed against its peers as Starmer appears on a firmer footing but risks remain into on the return of Parliament.Global fixed benchmarks are flat/incrementally firmer, Gilts find reprieve after recent pressure.Crude lower but off lows after taking a breather overnight; IEA said world oil supply to fall by 3.9mln bpd in 2026. Looking ahead, highlights include US PPI (Apr), BoC Minutes (Apr), OPEC MOMR (May). Speakers include BoE's Mann, Fed's Collins & Kashkari, ECB's Lane & Lagarde. Supply from the US. Earnings from Cisco Systems.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcialÍndice:00:00 Intro y Encuesta pasada02:15 Qualcomm lanza los Snapdragon 4 Gen 5 y 6 Gen 5: 4 nanómetros para todos04:31 WhatsApp Plus es oficial: El plan de suscripción llega a iOS con temas y más06:03 Sony Xperia 1 VIII: Fecha confirmada y un rediseño que costará una fortuna08:05 Spacial iPhone: Samsung podría hacerlo posible con su nueva pantalla10:09 One UI 8.5 Global: La actualización llega a México con compatibilidad para AirDrop12:19 Galaxy S27: Samsung podría usar pantallas chinas de BOE para ahorrar costosSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

El documental “Torturas: el crimen mejor escondido” (EiTB) vuelve a poner bajo el foco mediático las denuncias de prácticas policiales de tortura en el País Vasco entre 1960 y 2014. “Me pasaron una barra que daba descargas eléctricas y al mismo tiempo me apretaban la capucha que llevaba puesta para que no viera nada y entonces no podías respirar”. Este es uno de los testimonios que aparecen en el documental “Torturas: el crimen mejor escondido”, el de Encarni Blanco, detenida y torturada en 1992. El documental, producido por la televisión pública vasca, recoge numerosos testimonios, tanto de víctimas de tortura, como de forenses, periodistas, políticos, familiares y otras entrevistas. Los informes de entidades como la Coordinadora para la Prevención de la Tortura, integrada por organizaciones contra la tortura y por los derechos humanos, contabiliza 7.500 casos de denuncias por torturas, trato inhumano o degradante por parte de funcionarios públicos en el País Vasco hasta 2014. De parte del Estado se señala que si en el período 2008-2013 6.903 agentes de Policía y Guardia Civil estuvieron implicados en casos de malos tratos y torturas, solo hay 47 condenas en firme, lo que los lleva a afirmar que el resto se trata de denuncias falsas. A pesar de ello, el documental señala que hasta en 9 ocasiones el Tribunal de Derechos Humanos de Estrasburgo ha fallado en contra del Estado español por algunos de casos, sobre todo por no investigarlos, sin obtener respuesta. En el documental, Nekane Txapartegi relata como en 1999 fue detenida en la calle y de camino a Madrid con la cabeza cubierta por una bolsa sufre una ejecución simulada. “Al llegar me dijeron, ¿conoces a Gurutze Yanzi (muerta en esa misma comisaría)? Puedes ser la siguiente.” Su testimonio también señala la violencia sexual como patrón que se repite en numerosos de los casos recopilados. Como nos contaba el historiador David Ballester hace unos meses en una entrevista, en “materia de torturas”, especialmente en el contexto vasco, la democracia se quedó con el “pack completo” de la dictadura y eso perpetuó las prácticas de violencia institucional. Hasta comienzos de los 80 no comienzan a descender los muertos en manifestaciones y el gatillo fácil no comenzó a bajar hasta 1983. El documental señala como los casos de tortura tienen sus picos en los estados de excepción del franquismo y se mantienen en niveles altos y estables a lo largo de toda la década de los 80. Esto sin contar, como describía algo que se consideraba aún muy habitual, que en un enfrentamiento entre un policía y un delincuente, aunque no fuese armado, se le abatiera y matara. Algo que deberíamos también contar como gatillo fácil, ya que según las resoluciones del Consejo de Europa sobre la utilización de armas de fuego, no es motivo suficiente que un ciudadano, sea o no delincuente, huya como para utilizarlas. Es posible encontrar que policías que han matado a ciudadanos en manifestaciones o por gatillo fácil, aparecen en el BOE condecorados pocos meses después. Por ejemplo, Jesús Martínez Torres, torturador de la ex-Brigada Político Social fue nombrado Jefe de la Brigada de Información en 1985 por el Ministro del Interior del PSOE José Barrionuevo, imputado por desviar fondos públicos al GAL. En la Brigada de Información también estuvieron Roberto Conesa y Antonio González Pacheco, alias Billy el niño, ambos reconocidos torturadores, director de la BPS y número dos del mismo en los 70 respectivamente, con petición de extradición para juicio. Con la disolución de la BPS en 1981, buena parte de los altos cargos integraron la Brigada de Información de la Policía Nacional, y del resto se desviaron especialmente hacia los cuerpos policiales locales y autonómicos. De esta manera se muestra que la impunidad no es sólo “hacer la vista gorda”, sino que forma parte de un modus operandi que excede los límites del franquismo y que está en el ADN del Régimen del 78, concentrándose especialmente hacia la izquierda abertzale, en tanto que se ubicaba por fuera del consenso “atado y bien atado” de la Transición. Si bien, el documental mostraba como las torturas se hicieron extensiva a militantes de CCOO, EKP, LKI, ORT y otras muchas organizaciones políticas y sociales. La persecución a la izquierda abertzale ha continuado pasando por el encarcelamiento de activistas mediante la ilegalización de partidos, agrupaciones juveniles o gestoras jurídicas, amparándose en la Ley de Partidos de 2002 que permite ilegalizar cualquier organización de la que el Estado sospeche de ser terrorista. Estos ejemplos se suman a las legislaciones de excepción puestas en marcha, los sumarios en la Audiencia Nacional, las políticas penitenciarias vulneradoras de los más mínimos derechos humanos o la misma guerra sucia de los GAL y la impunidad con que fue saldada.

This week, in the US, we assess the latest strong/weak labour market data and look ahead to next week's inflation print. Politics is in focus in Asia, ahead of the Trump-Xi meeting and following India's state elections, with inflation data also due in both China and India. In Europe, we also discuss local politics in the UK and the recent changes to our ECB and BoE rate calls. Chapters: US: 2:00; China: 8:35; India: 18:35; Europe: 26:00

The US military has carried out strikes in Iran's Qeshm port and Bandar Abbas, according to Fox News, citing a US official, who said it is not a restart of the war. Iran's military said the US violated the ceasefire.US President Trump said the Iran ceasefire is still on and that the US is negotiating with the Iranians. He added that Pakistan asked the US not to do Project Freedom during the negotiations. Remarks which have helped energy prices ease from highs.The situation on Iranian islands and coastal cities by the Strait of Hormuz is back to normal, according to Press TV. European bourses are broadly in the red, reacting to US-Iran flare-ups, whilst US equity futures gain.DXY wanes as oil eases and G10s gain; GBP was initially unreactive to UK local elections but now marginally outperforms peers.USTs await NFP, Gilts bounce as the UK local elections results continue to filter in.Looking ahead, highlights include US Jobs Report (Apr), University of Michigan Survey Prelim. (May), Canadian Jobs Report (Apr). Speakers include ECB's Schnabel, BoE's Breeden, Bailey, Fed's Cook, Waller, Goolsbee, Daly, Miran and Bowman.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The US military has carried out strikes in Iran's Qeshm port and Bandar Abbas, according to Fox News, citing a US official. The official said this is not a restart of the war or the end of the ceasefire.The US military said US forces intercepted Iranian attacks and responded with self-defence strikes against Iranian military facilities.US President Trump said the Iran ceasefire is still on and that the US is negotiating with the Iranians. He added that Pakistan asked the US not to do Project Freedom during the negotiations.Iran's Top Joint Military Command said the US violated the ceasefire by targeting an Iranian oil tanker and another ship entering the Strait of Hormuz.The situation on Iranian islands and coastal cities by the Strait of Hormuz is back to normal, according to Press TV.In UK local elections, Reform UK has been the clear beneficiary, exceeding 300 gained seats while Labour and the Conservatives suffer, losing 220 and 108 seats respectively, and counting.Looking highlights, include German Balance of Trade (Mar), German Industrial Production (Mar), Canadian Jobs Report (Apr), US Jobs Report (Apr), University of Michigan Survey Prelim. (May). Speakers include ECB President Lagarde, de Guindos, Cipollone, Schnabel, BoE's Breeden, Bailey, Fed's Cook, Waller, and Bowman.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Al Arabiya reported that "the coming hours will witness a breakthrough for the situation of the ships stuck in the strait", spurring pressure in the crude complex.Iran is expected to provide its reply to the US proposal for ending the war to mediators on Thursday, according to CNN, citing a regional source.US President Trump could turn to military action without an agreement with Iran ahead of the China trip, according to Axios, citing US officials.European and US equity futures are modestly firmer; ARM -6.5% post-earnings.DXY downbeat as positive geopolitical headlines pressure crude; Antipodeans lead whilst the JPY lags vs peers.Fixed benchmark made new WTD highs amidst geopolitical optimism, but now off best levels.Looking ahead, highlights include US Challenger Job Layoffs (Apr), US Jobless Claims (May 2), Atlanta Fed GDP, CNB/Banxico Policy Announcement (May), CBR Minutes (May), UK Local Elections. Speakers include ECBʼs Elderson, Schnabel, Lane, BoEʼs Mann, Taylor, Fedʼs Hammack, Williams, Kashkari. Earnings from CoreWeave, IREN, Coinbase, Cloudflare, DraftKings, ACM Research, Datadog, McDonald's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Iran is expected to provide its reply to the US proposal for ending the war to mediators on Thursday, according to CNN, citing a regional source. US President Trump is optimistic about the Iran framework, and that the timeframe is one week, Fox reported. US President Trump could turn to military action without an agreement with Iran ahead of the China trip, according to Axios, citing US officials.US President Trump's reversal on his plan to help ships go through the Strait of Hormuz came after Saudi Arabia suspended the US's ability to use its bases and airspace to carry out Project Freedom, according to NBC, citing US officials.European equity futures are indicative of a quiet open with the Euro Stoxx 50 future +0.1% after cash closed +2.5% on Wednesday.Looking ahead, highlights include German Factory Orders (Mar), French Balance of Trade (Mar), US Challenger Job Layoffs (Apr), US Jobless Claims (May 2), Atlanta Fed GDP, Norges Bank/Riksbank/CNB/Banxico Policy Announcement (May), CBR Minutes (May), UK Local Elections. Speakers include ECBʼs de Guindos, Elderson, Schnabel, Lane, BoEʼs Lombardelli, Mann, Taylor, Fedʼs Hammack, Williams, Kashkari, Norges Bankʼs Bache, Riksbankʼs Thedeen. Supply from Spain, France. Earnings from CoreWeave, IREN, Coinbase, Cloudflare, DraftKings, ACM Research, Datadog, McDonald's & ShellRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

We are joined in our latest edition of BM Talks by Kallum Pickering. He is Chief Economist at Peel Hunt and a columnist for The Telegraph.We asked: What is the economic outlook given the Iran war?How do we monitor the air pockets that might show up when the rubber hits the road and the supply shortage manifests in the markets?What would a US/Iran deal look like? Is the Chinese Yuan going to replace the US Dollar as the reserve currency?Why do you see no Bank of England rate hikes this year in your central scenario?How could the BOE improve its communications?How worried are you about UK fiscal sustainability? 

問：英國經濟嘅根本問題係什麼？ 答：政府開支佔GDP 44.4%，稅收只有35.3%，差距靠借貸填補。現時英國政府債務2.8萬億英鎊，佔GDP 96%，單係淨債務利息已佔GDP 3.8%——幾乎等於整個教育預算。OBR預測呢個比例到2030年仍然維持在45%左右。呢個唔係某一個政黨嘅問題，而係二戰以後每一屆政府都朝同一個方向擴張嘅結構性結果。問：Reform UK 係唔係自由市場政黨？ 答：從政綱嚟睇，唔係。2025 年 4 月，Reform 黨魁 Nigel Farage 走去斯肯索普（Scunthorpe）鋼鐵廠公開要求政府重新國有化；而嗰間廠正係戴卓爾夫人 1988 年私有化嘅 British Steel。Reform 嘅政綱入面有明文嘅產業政策、NHS加碼承諾、移民管制，同任何傳統自由市場定義相差甚遠。用 Simon 嘅講法：名右實左。問：選舉有冇辦法解決呢啲結構性問題？ 答：機會極低。選舉政治最核心嘅功能，係確保當權者知道自己唔可以永遠坐喺嗰個位置；係一個對權力嘅制約，而唔係一個問題解決機制。結構性財政問題嘅時間軸係 30 到 50 年，但選舉週期係 4 到 5 年。任何政客喺任期內削減福利承諾，等同為自己保証落選。公共選擇理論幾十年前已指出呢個問題，民主制度有根本性嘅短視傾向。問：通脹同財政問題有什麼關係？答：通脹係最具破壞力嘅隱性稅，而且是累退性嘅；低下階層受打擊最大。當政府財政見頂、加稅空間有限，央行就透過擴張信貸嚟應對，最終導致資產價格膨脹、購買力下降、財富更集中。英國四大銀行 2023 年單靠 BoE 儲備就收取超過 90 億英鎊利息，而呢筆錢嘅最終來源係納稅人。 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

Apple delivered another quarter of strong sales growth driven by what the tech giant called its “most popular” iPhone model ever, and we explore how some of the world's biggest central banks are dealing with the energy shock from the Iran war. Plus, can Tinder win women back to its platform, and why the UK's local elections next week will be a big test for the Labour government. Mentioned in this podcast:Apple credits ‘most popular' ever iPhone for booming sales​​ECB and BoE warn of rate rises as they grapple with Middle East shockCan Tinder win back women?What Labour's likely meltdown means for the UKNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Victoria Craig, Fiona Symon, and Sonja Hutson. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

At the end of a busy week in the markets, Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss FX Corporate Sales to discuss key developments and implications for the FX markets. Derek outlines the prospects for USD/JPY sustaining the move lower following probable intervention by the BoJ/MoF and delves into the implications following this week's central bank meetings. What do the meetings mean for BoE and ECB policy rate views and what impact will a Kevin Warch Fed have on the dollar?

Both the ECB and the BoE decided to hold interest rates steady but warn that a June hike could be on the cards should inflation pressures connected to the Iran crisis escalate. The S&P 500 and Nasdaq notch their strongest month for six years as investors look beyond the Middle East and bet on Big Tech's A.I. progression. Apple shares are up in after-hours trade following a top and bottom line beat for the quarter. And Brent recedes back from its four-year high but remains well above the $100-mark following comments from President Trump vowing to maintain the U.S. blockade of the Strait of Hormuz.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, in the US, we recap the FOMC meeting and key data and look ahead to the coming Payrolls report. In Europe, we review the ECB and BOE policy announcements and outlook, and preview central bank meetings in Sweden and Norway. Across Asia, we preview earnings data in Japan and the upcoming central bank meetings in Malaysia and Australia. And in a bonus special interview, Jon Cohn discusses the market backdrop. Chapters: US: 2:26; Market Special Segment: 10:19, Europe: 17:04; Japan: 22:25; Asia: 25:20; Australia: 29:13

US President Trump said Iran is dying to make a deal and stated that Iran cannot be nuclear-armed. He added that he doesn't know if the ceasefire with Iran needs to be broken, but "we may do".The US may allow Israel to target Iran's energy facilities if negotiations fail, according to Channel 12 cited by Al Arabiya.Apple (AAPL) Q2 2026 (USD): EPS 2.01 (exp. 1.95), Revenue 111.2bln (exp. 109.45bln). Raised its dividend by 4% to USD 0.27/shr. Apple provided Q3 revenue growth guidance that beat estimates (+14-17% vs exp. +9%). Shares +2.4% after-market. Japan's Top FX Diplomat Mimura will not comment on intervention speculation and reiterated being in close contact and shares understanding with the US.Looking ahead, highlights include Global Manufacturing Final PMIs (Apr), US ISM Manufacturing (Apr), Speakers include BoE's Pill, Earnings from Chevron, Colgate, Exxon, Moderna, Estee Lauder & NatWest. Holiday: Labour Day (Eurozone cash and derivatives closed).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Conditions in Europe thin amid Labour Day, FTSE 100 dragged by NatWest and AstraZeneca.US equity futures are modestly mixed. Apple (+2.8%) gains after strong results, driven by iPhone sales; SanDisk (-6.1%) dips despite a strong Q3 report.DXY is a touch lower; USD/JPY sank to a 155 handle, potentially on intervention.Fixed income futures are contained in limited conditions, with US data ahead.Crude futures remain elevated heading into another weekend of geopolitical risk.Looking ahead, highlights include US ISM Manufacturing (Apr), Speakers include BoE's Pill, Earnings from Chevron, Colgate, Exxon, Moderna, Estee Lauder.Holiday: Labour Day (Eurozone cash and derivatives closed).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Brent crude oil hits a war-time record of more than $123 per barrel after Axios reports U.S. President Trump is to be briefed on potential further strikes on Iran after rejecting Tehran's offer to re-open the Strait of Hormuz. The ECB and BoE are both expected to hold rates steady later today, following on from the Federal Reserve's decision to keep rates steady. Chairman Jerome Powell is likely to have held his final FOMC meeting which saw the highest level of dissent since 1992. U.S. futures are in the red but eh Nasdaq celebrates Big Tech earnings. Meta, however, hikes its capex guidance once more, planning an A.I. spending spree and reports its first-ever quarterly fall in active users. European equities will also start the day on the back foot with the FTSE spared the worst of the sell-off due to the rise in oil prices.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Se disputan Córdoba, Alcázar de San Juan y Alcalá de Henares el nacimiento de Cervantes. Que acaso, en realidad, fueron dos. Y que llevaron al BOE, tres siglos después, una Feria del Libro en otoño y no en primavera.

Sarah Breeden, Deputy Governor of the Bank of England for financial stability, joins Big Boss Interview to discuss risks in the global financial system, the rapid growth of private credit, and whether markets are prepared for the next economic shock.She tells BBC Business Editor, Simon Jack the private credit market has grown to around $2.5 trillion in less than two decades, and says the BoE is watching the sector closely. She warns it has “never been tested at this scale” and that aspects of the market carry echoes of the period leading up to the 2008 financial crisis — including rising leverage, complex interconnections between funds, insurers, pension schemes and banks, and limited transparency compared to traditional lending.There are already signs of strain. Investors have begun pulling money out of some funds, while others have been gated or marked down. Breeden warns this could lead to what she describes as a “private credit crunch”, where companies reliant on this form of financing may struggle to refinance their debt. While distinct from a banking-led crisis, she says the consequences for the real economy could still be significant.At the same time, she highlights a growing disconnect between financial markets and underlying economic risks. Asset prices in some areas remain close to record highs despite geopolitical instability, persistent inflationary pressures and vulnerabilities within parts of the financial system. Breeden says the Bank expects an adjustment — meaning prices will fall — but stresses the key question is not whether this happens, but when and how sharply.A further concern is the reduced capacity of governments to respond to future crises. Sovereign debt levels are at historic highs, limiting the scope for large-scale fiscal intervention of the kind seen during the 2008 financial crisis or the energy shock following Russia's invasion of Ukraine. That places greater emphasis on ensuring the resilience of the financial system itself.Breeden says the scenario that most concerns her is a combination of risks materialising simultaneously — a macroeconomic downturn, a loss of confidence in private credit, and a sharp repricing of risky assets. It is this kind of convergence, she says, that “really keeps me awake at night”. The Bank is actively stress-testing such scenarios and working with international counterparts to ensure the system is prepared.While she notes that the banking sector is significantly better capitalised than before 2008, reducing the likelihood of a repeat of that crisis, the interview makes clear that new forms of risk are emerging in parallel — and that understanding how they interact will be critical in determining how resilient the global financial system proves to be.Presenter: Simon Jack Producer: Ollie Smith & Olie D'AlbertansonPicture: Bank of England

President Trump says Iran can pick up the phone after cancelling his envoys' negotiation trip to Pakistan. Axios reports Tehran is to table a new proposal to end the conflict and reopen the Strait of Hormuz should nuclear discussions be postponed. A gunman rushes a checkpoint at the Washington Hilton hosting the White House Correspondents' Association dinner, raising criticisms of President Trump's security arrangements. European futures are sanguine ahead of what's set to be a full week of blue chip earnings as well as five of the Mag Seven companies. Rate decisions from the Fed, BoJ, ECB and BoE will also be in focus later this week.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss how the FX majors have been performing ahead of the upcoming BoJ, Fed, BoE & ECB policy meetings. Wil the European central banks stick to more hawkish guidance than the BoJ and Fed?

This week, we preview decisions from the Fed, ECB, and BOE, but expect no fireworks. In Asia, the BOJ may sound hawkish but BOT is likely dovish. In a special segment, our head of Global Macro Research, Rob Subbaraman, argues that the bark of central banks will be bigger than their bite. Chapters: US: 2:10; Europe: 8:37; Japan: 15:48; Asia: 20:28; Central Banks Special Segment: 22:48

"Israeli media: A limited operation against Iran may be carried out to avoid a prolonged war", Al Arabiya reports.Chinese Securities Regulator says that China is to allow qualified foreign investors to trade treasury futures from April 24, 2026, for hedging purposes only.Downbeat sentiment across European bourses, SAP +6% after a EUR 10bln share buyback; NQ outperforms, with INTC +23% post-earnings.FX price action lacklustre, CHF and JPY dodge intervention comments, UoM Final aheadFixed falters as energy climbs, Gilts lag again in catch-up trade and after further hawkish impetus into the BoE.Crude underpinned as eyes remain on US-Iran ceasefire heading into the weekend.Looking ahead, highlights include Canadian Retail Sales (Feb), US UoM Survey Final (Apr), CBR Policy Announcement (Apr).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bitcoin dropped under $69K even as the SEC and CFTC create more clarity for crypto, and agentic commerce looks like it will reshape the sector. --- Thank you to our sponsor, MultiChain Advisors --- Bitcoin dropped under $69K after the Fed, ECB, and Bank of England all held rates steady this week, while Australia hiked. Kaiko's Laurens Fraussen joins to explain what's actually happening beneath the surface, from collapsing liquidity to a quiet geographic shift in who's buying. He also makes the case that agentic commerce could reshape how crypto payments work entirely and we break down why the market mostly shrugged at the latest crypto guidance from the SEC and CFTC. Host: ⁠⁠⁠⁠⁠Steven Ehrlich⁠, Host of Bits + Bips: The Interview Guest: ⁠Laurens Fraussen, Research Analyst at Kaiko Links: Bitcoin, Markets, and the Iran Conflict Bitcoin Holding at $70,000 as Iran War Stokes Inflation Concerns — Bloomberg These 3 Charts Show Bitcoin's War-Linked Selloff Keeps Shrinking as Iran Conflict Worsens — CoinDesk What Bitcoin's Falling Hash Rate Might Mean for Prices — CoinDesk What's Next for Bitcoin Price Amid Iran War and Oil Prices Surge — DL News Central bank rate decisions Fed Interest Rate Decision March 2026: Holds Rates Steady — CNBC Fed Meeting Recap: Powell Says Inflation Isn't Coming Down as Much as ‘Hoped' — CNBC Bank Rate Maintained at 3.75%, March 2026 — Bank of England ECB, BOE, Swiss National Bank, Riksbank Interest Rate Decisions — CNBC ECB Holds Rates, Predicts 2.6% Inflation for 2026 — Central Banking SEC/CFTC Interpretive Guidance SEC Clarifies the Application of Federal Securities Laws to Crypto Assets — SEC.gov Joint Interpretation From the SEC and CFTC on Certain Types of Crypto Assets — Free Writings & Perspectives SEC Names Bitcoin, Ether, Solana and 13 More Crypto Assets Digital Commodities — FinTech Weekly Agentic Commerce and Payments Stripe-Led Payments Blockchain Tempo Goes Live With AI Agent Protocol — CoinDesk Stripe and Paradigm's Tempo Mainnet Goes Live for Machine Payments — Crypto.news Coinbase-Backed AI Payments Protocol Wants to Fix Micropayments but Demand Is Just Not There Yet — CoinDesk Google Agentic Payments Protocol + x402: Agents Can Now Actually Pay Each Other — Coinbase Google Debuts ‘Universal' Protocol for Agentic Commerce — PYMNTS Coinbase and Cloudflare Will Launch the x402 Foundation — Coinbase World Launches AgentKit With Coinbase-Backed x402 to Verify Human Identity Behind AI Agents — CoinDesk Learn more about your ad choices. Visit megaphone.fm/adchoices