Podcasts about Boe

This week, we explain the change in our Fed call following the latest inflation data, as well as the latest views on China, and the UK. We have brought forward our call for the next Fed cut to September, following slightly dovish inflation details for July. China remains mired in low inflation and soft growth; we discuss what the rest of H2 has in store. In Europe, we look at the latest and upcoming UK data following a hawkish BoE decision, and preview the Riksbank meeting. Chapters: (US: 01:55, China: 08:20, Europe: 16:20).

Today on MetroNews This Morning: --The WVBOE and the state's Charter School Board are at odds over vaccination policy--State Board President Paul Hardesty is calling for a truce between the BOE and Morrisey Administration on disagreements over vax policy--West Virginia Troopers, Guard member, and Corrections Officers will train to aid ICE on West Virginia operations--In Sports: Depth is quickly becoming a big issue for Mountaineer Coach Rich Rodriguez 

Markets may have found a floor after the CPI report, but can they keep climbing? Mabrouk Chetouane believes the Fed is ready to deliver rate cuts, possibly even 50 basis points in September, following in the footsteps of other central banks like the RBA and BOE. With a global growth slowdown underway, Mabrouk thinks the time is right for the Fed to ease up on interest rates. He's also bullish on the U.S. equity market, particularly in tech, despite high valuations, citing strong earnings and a boost from AI and capex spending.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Gareth and Jeremy discuss macroeconomic developments and how they might impact financial markets.Plenty of noise around tariffs still, and still difficult to determine any signal. Meanwhile, the Fed and the BoE have both had contentious rate-setting meetings, highlighting the unprecedented way in which like-minded policymakers have differing views about the future path of monetary policy.Jeremy questions whether we are seeing the end of the era of central bank global orthodoxy. There will be much chat at Jackson Hole about the existential threats to central bank independence and their ability to operate under the auspices of their increasingly fiscally challenged political masters.Meanwhile, US company reporting is more positive than the newsflow from the UK, although equity markets are grinding higher on stronger capital flows.On this point, Gareth mentions the divergent fortunes of Sanderson Design, which updated this week, in the US and the UK.Looking ahead, we can expect a UK unemployment report, which is not likely to be encouraging for Rachel Reeves; US inflation data that is likely to confirm an ongoing rise in the core measure; and a UK Q2 GDP print, again, which might signal bad news for Rachel.Brought to you by Progressive Equity.  

President Trump promotes CEA chair and tariff supporter Stephen Miran to the Fed's board of governors praising his expertise in global economics. The STOXX 600 achieves its biggest one-day rise in almost two weeks with European corporate earnings offsetting any potential tariff fallout. Futures are also set to finish the week strongly. The BoE narrowly votes to slash interest rates to a two-year low after an unprecedented deadlock among committee members. Governor Andrew Bailey tells CNBC the UK rate path remains opaque.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

POTUS suggested there will be India tariff talks until things are resolved; Bessent said China tariffs can be on the table "at some point".Trump appointed CEA Chair Miran as a temporary replacement to fill Kugler's seat at the Fed; BBG reported that Waller is now favourite for Chair.European futures point to a firmer cash open, APAC handover mixed amid earnings and into tariff updates.DXY firmer with G10s mixed/flat, USTs weak following a poor 30yr tapCrude remained near Thursday's lows with newsflow since the Putin-Trump updates light, gold indecisive, copper firmerLooking ahead, highlights include Canadian Jobs Report (Jul), Japanese LDP Joint Plenary Meeting, Speakers including BoE's Pill & Fed's Musalem, Earnings from fuboTV, Tempus AI, Wendy's, AMC Networks, Munich Re & Bechtle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

POTUS suggested there will be no India tariff talks until things are resolved; Bessent said China tariffs can be on the table "at some point".European bourses are mostly incrementally firmer in quiet newsflow; US futures are also marginally higher, with some mild outperformance in the RTY.DXY is modestly higher, paring some of the downside seen in the prior day; JPY underperforms.Bonds hold a slight bearish bias, Gilts in focus and lagging pre-Pill.Initial downward bias in crude complex has since reversed, to trade slightly higher; XAU flat.Looking ahead, Canadian Jobs Report (Jul), Japanese LDP Joint Plenary Meeting, Speakers including BoE's Pill & Fed's Musalem, Earnings from fuboTV, Tempus AI, Wendy's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

¡Hola, opositores y opositoras! En este episodio hablamos con Consuelo, una futura funcionaria de Gestión Procesal y Administrativa que nos cuenta su historia inspiradora y con muchas etapas difíciles: cambiar del sector privado de la banca a las oposiciones de Justicia, pasar de una academia presencial a preparación online y cambios en los procesos selectivos. ¡Os motivará al máximo, así que escuchadlo ya! Del sector privado a opositar Consuelo contaba con una doble titulación en Derecho y Administración y Dirección de Empresas, y comenzó su carrera en el mundo de la banca. Sin embargo, su trabajo la puso en contacto con profesionales del ámbito jurídico, despertando un gran interés por el mundo de la Justicia. Aunque no quería dedicarse a la abogacía, vio en las oposiciones la puerta de entrada a los juzgados. Se planteó la oposición a Judicatura, pero finalmente en 2018 empezó a prepararse para Gestión Procesal, al ser una opción más acorde a sus circunstancias personales. De la academia presencial a la herramienta online En sus inicios, Consuelo optó por una preparación presencial en su ciudad. Aunque esto le permitió crear una valiosa red de apoyo con otros opositores y opositoras, reconoce que hoy en día los recursos online ofrecen una gran rapidez y accesibilidad. El punto de inflexión llegó con la pandemia, que la obligó a pasar a la modalidad online. Fue entonces cuando descubrió OpositaTest, que se convirtió en su principal recurso. Consuelo valora la plataforma por su accesibilidad, su excelente relación calidad-precio y la constante incorporación de nuevas funcionalidades, como la financiación de suscripciones, los podcasts y, especialmente, el equipo humano detrás, que responde rápidamente a las dudas. Obstáculos en la oposición El camino de Consuelo ha estado lleno de desafíos, reflejando la incertidumbre que ha marcado a las oposiciones de Justicia en los últimos años. En seis años, ha pasado por diferentes modalidades de acceso: Concurso-oposición: en su primer examen, si no hubiera habido fase de concurso, habría conseguido plaza en Tramitación Procesal y Auxilio Judicial. Aunque se quedó a las puertas, este resultado le dio la confianza para seguir luchando Proceso de estabilización: más tarde, el cambio a un proceso de estabilización la hizo "estar a punto de tirar la toalla" Oposición libre: finalmente, ha conseguido su plaza en una oposición de Turno Libre, cuando menos plazas había. A pesar de las adversidades, su perseverancia y su conocimiento del temario fueron clave Consuelo señala que los cambios, especialmente en el tercer ejercicio de Gestión Procesal, añadieron una gran dificultad y presión. Incertidumbre tras el examen Actualmente, Consuelo se enfrenta al desafío de la incertidumbre tras el examen. A pesar de haber realizado el examen en septiembre de 2024, en agosto de 2025 aún no se ha publicado la lista definitiva de aprobados en el BOE. Esta larga espera, marcada por resoluciones que se modifican constantemente y la incertidumbre de no saber si su posición en la lista es segura, le ha causado un gran estrés y angustia, llegando a afectarla físicamente. El mensaje de Consuelo para el Ministerio de Justicia es claro: la vida de los opositores no puede quedar en pausa durante casi un año. Es crucial que se agilicen los procesos para que los opositores puedan saber si han aprobado, planificar su futuro y, sobre todo, disfrutar de su logro. Su consejo más valioso es que, a pesar de la incertidumbre y los obstáculos, un opositor debe centrarse en lo que puede controlar: estudiar y perseverar. Enlaces de interés Haz test gratis de oposiciones: https://www.opositatest.com/test-gratis Descubrid los cursos de OpositaTest: https://www.opositatest.com/cursos Registraos gratis en OpositaTest para manteneros actualizados sobre las novedades de vuestra oposición: https://www.opositatest.com/registro/ ¿No sabéis a qué opositar? Rellenad este formulario para conocer la oposición que mejor os encaja: https://opo.cl/1uPWN Descargad herramientas para organizar el tiempo y planificar el estudio: https://blog.opositatest.com/calendario-para-opositar-consejos/ Enteraos de todas las reformas legislativas con OpoReformando: https://blog.opositatest.com/oporeformando/ ¿Queréis participar en Objetivo Oposiciones? Enviadnos un email a comunicación@opositatest.com con vuestras ideas, reflexiones, experiencias y todo lo que queráis compartir con el asunto «podcast». ¿Tenéis dudas? Probablemente ya las hayamos resuelto en nuestro centro de ayuda. Si no encontráis vuestra pregunta aquí, escribidnos a ayuda@opositatest.com o llamadnos al 919040798 y os ayudaremos. El equipo de OpositaTest www.opositatest.com

It wasn't the first cut in the cycle, nor at 25 basis points was it the deepest, but there was still plenty to talk about following the Bank of England's (BoE's) reduction to the Base Rate. In this episode, Joann Spadigam is joined by Paul Robson and Ian Vanderhorn to discuss a surprisingly hawkish cut by the BoE, and what impact recent payrolls data in the US might have on the Federal Reserve. They also address the economic outlook for Europe, particularly political risks emanating from France.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.This episode was recorded on 7 August 2025, and captions are automatically generated. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

Send us a textUS CPI and PPI data awaited amid dovish Fed bets. RBA ready to cut rates as Australian inflation slows. UK jobs and GDP data to shake the pound after BoE.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

Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.Song: Corduroy - Pearl JamFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

US equity futures are firmer. Asia mostly advanced, and European markets opened higher. Markets responded positively to Trump's planned carve-out from the 100% chip tariff, which exempts companies investing in US capacity. Trump imposed an additional 25% tariff on India over Russian oil purchases and raised the possibility of secondary sanctions on China. ECB economic bulletin and BoE rate decision in focus, with the latter expected to deliver a cautious 25 bp cut amid elevated inflation. Geopolitically, Trump said very good chance he would meet with Putin and Zelenskiy soon to broker peace. Companies Mentioned: Apple, New World Development, Blackstone, Fannie Mae, Freddie Mac

S&P Futures are displaying strong gains this morning as markets adjust to a host of new catalysts. Multiple Fed officials spoke yesterday and indicated developing concerns with the labor market which is increasing expectations for a rate cut in September. The BOE is expected to announce a rate cut this morning. President Trump is expected to meet in person with Russian President Vladimir Putin as soon as next week. He also plans to follow up with a meeting involving both Putin and Ukrainian President Volodymyr Zelenskyy shortly thereafter. These meetings are intended to negotiate a resolution to the Russia-Ukraine conflict In corporate news, AAPL unveiled a major investment in the U.S. at the White House yesterday, President Trump indicated that tech companies that invest in the U.S. will avoid his new 100% tariff plan on semiconductors. Jobless Claims data is due out this morning and will be widely watch after last week's weakening Non-Farms Payrolls report. DUOL, UPWK, DASH, DKNG, TKO are higher after earnings releases, ABNB, YETI, JOBY, MET & Z are lower. After the bell today, earnings reports are expected from GILD, FLUT, TTD, TTWO, PINS, EXPE, TWLO, WYNN and CART.

US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Crude futures declined yesterday amid Russia/Ukraine optimism following the discussion between the US and Russia which was said to have made progress and with President Trump intending to meet Russian President Putin as soon as next week.US President Trump said, regarding the Fed pick, that the interview process has started and it is probably down to three candidates, while he added that the two Kevins are very good, and a temporary governor is to be named in the next few days.APAC stocks traded mixed as reciprocal tariffs took effect overnight; European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Trade (Jun), Industrial Output (Jun), Swedish CPIF (Jul), French Trade Balance (Jun), US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atalanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from Spain, France & US.Earnings from Trade Desk, Eli Lilly, ConocoPhillips, Vistra Energy, Peloton, Warner Bros, DataDog, Kenvue, Siemens, Deutsche Telekom, Allianz, Merck, Henkel, Rheinmetall, Deliveroo, Serco, Maersk, Zurich Insurance & WPP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Kremlin Aide Ushakov says an agreement has been reached to hold a meeting with US President Trump and Russian President Putin in the next few days.Stocks have been boosted after a Kremlin aide confirmed Trump and Putin are to meet.USD is broadly weaker, Antipodeans lead whilst the GBP eyes BoE rate cut.Gilts modestly lower into the BoE; initial upside in Bunds have now since pared.Crude was pressured amid optimism surrounding Russia-Ukraine, but downside has since pared.Looking ahead, US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atlanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Alvopetro Energy CEO Corey Ruttan talked with Proactive's Stephen Gunnion about the company's strong second-quarter performance, highlighting key production and operational progress in both Brazil and Western Canada. Alvopetro Energy reported average production of 2,436 barrels of oil equivalent per day in Q2 2025, up 50% from the same period last year. The quarter marked the first full quarter to include production from its newly acquired Western Canadian assets, which contributed 138 barrels per day. This helped generate funds from operations totalling US$10.4 million. Ruttan said the Western Canada assets complement the company's disciplined capital allocation strategy. "These initial two earning wells... are certainly exceeding expectations," he noted. Alvopetro is using open-hole multi-lateral technology in Canada, with two recent wells providing over 19km of reservoir access. In Brazil, drilling continues at both the Caburé and Murucututu fields. At Caburé, three wells are completed, with a fourth underway and all set to come online shortly. At Murucututu, a seven-zone completion was recently finished, with production expected soon. Ruttan also addressed gas pricing stability under Brazil's long-term contracts, noting operating netbacks of nearly US$55 per BOE and an 87% profit margin. For more interviews like this, visit Proactive's YouTube channel. Don't forget to like this video, subscribe, and turn on notifications for the latest updates. #AlvopetroEnergy #CoreyRuttan #OilAndGas #BrazilEnergy #WesternCanadaOil #Q2Earnings #EnergyStocks #NaturalGas #ResourceSector #MultilateralDrilling #ProductionGrowth #DividendStocks #CashFlow #InvestorUpdate

Send us a textTariffs back in the spotlight; China could be next. Equities shrug off tariff headlines but dollar weakens. Gold rises despite progress made in the US-Russia talks. BoE to cut rates; pound's performance hinges on degree of dovishness.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

ASX 200 fell slightly off record highs to 8831 off 12 (0.2%).  A mixed session with banks slipping a little, CBA down 0.5% and the Big Bank Basket at $281.90 (). Financials dragged lower, MQG down 0.8% and ASX falling hard, off 8.6%, on cost blow outs on CHESS and other issues, AMP rose 4.8% after a broker call rethink on results. REITs firm, SCG up 0.8% and SGP up 0.9% with industrials mixed, BXB down 3.3% and QAN off 1.1% as retail stocks firmed, JBH up 1.8% and ALL up 1.5%. Travel stocks better, FLT up 3.1% and WEB rising 2.3%. LNW fell 2.0% on plans to end Nasdaq listing. Tech better, WTC up 0.9% and TNE pushing on another 0.8%. Resources were a mixed lolly bag, iron ore weaker, gold miners better on a post Diggers glow. NST up 1.5% and NEM up 1.0% with WGX raising guidance and rising 5.1%. Lithium major PLS up 3.8% with LTR in a halt as it raises around $266m at 73c. Rare earth stocks still in demand. Oil and gas, becalmed, uranium stocks firmed with BOE starting to recover. PDN up 3.4% and coal stocks moving higher. In corporate news, the government has invested $50m in LTR, NEU hitting highs on Daybue sales in the US. On the economic front, reciprocal tariffs are now in. Local BoP figures showed a rebound to a $5.4bn surplus on stronger coal and gold exports. Asian markets firmed, Japan up 0.6%, HK up 0.6% and China unchanged. 10-year yields steady at 4.24%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

UK economist Allan Monks joins FX strategist James Nelligan to discuss the risks around the BoE policy meeting this week and the broader view on the UK economy and the pound sterling.   Speakers: James Nelligan, Global FX Strategy Allan Monks, Chief UK Economist   This podcast was recorded on August 5, 2025 This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5042950-0,  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 Bank of England (“BoE”) is reportedly considering slowing the pace of quantitative tightening amid rising gilt yields, with Deutsche Bank suggesting this could save the Treasury up to £5 billion next year. Meanwhile, economic signals remain mixed. EY upgraded its UK 2025 growth forecast to 1%, though momentum is expected to remain subdued. Retail sales remain weak, and business distress is rising, with nearly 50,000 firms in critical condition. The International Monetary Fund (“IMF”) expects two more BoE rate cuts this year, supporting growth prospects, while Lloyds' business confidence hit a 10-year-high. However, consumer caution persists, with savings surging and food inflation posing risks ahead of Christmas...Stocks featured:Mondi, Rolls-Royce and St James's PlaceTo 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.

The ASX 200 fell hard down 81 points to 8663 (-0.9%) to close the week, pretty much where it started. Banks which had been holding their end up, succumbed to gravity with CBA down 1.6% and NAB falling 1.2% as the Big Bank Basket dropped to $277.82 (-1.3%). MQG fell hard down 1.7% with insurers also under pressure, QBE down 1.3% and SUN off 1.5%. REITs eased back, GMG down 1.5% and SCG off 0.5% with industrials weak across the board. WES fell 0.9% and ALL down 1.2% with patches of green in retail, JBH up 0.8%. FLT bounced back a little up % and QAN up 0.3%. Tech stocks smacked hard, WTC down 2.6% and XRO falling 3.5% with the All-Tech Index down 1.8%. Healthcare hit with CSL down 2.5% on tariff news.  Resources which have been hurtie all week saw some buyers return. Iron ore picked up in Asia, BHP unchanged and FMG up 1.1%. Rare earths saw some buying LYC up 3.3% and MIN up 4.4% in the lithium space. PLS too rallied 4.1%. Gold miners fell, EVN down 0.8% and NEM off 0.5%.  Uranium stocks tried to find some support after the fallout of the BOE downgrade this week. PDN up 0.5% BOE down another 2.0%. Oil and gas flat.  In corporate news, SGR dimmed 16.5% on news that the Brisbane deal was off. RMD up 1.0% on better-than-expected quarterly. SOL and BKW reported with decent dividends and a step closer to a marriage. DOW unchanged despite a new contract and BGL fell 4.3% on production worse than expected. In economic news, local PPI rose 0.7%. NFP tonight from US. 147k is the number.European futures down 0.6%. US Futures Dow down 166 and Nasdaq down 100Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fought back from early losses to close down only 14 points to 8743 (0.2%). Banks back with CBA up 0.5% and NAB rising 1.1% with the Big Bank Basket up to $281.36 (+0.5%). Financials firmed, HUB up 1.6% and QBE firing 0.5% ahead. REITS better, GMG rising 0.6% in better data centre hopes, Industrials firmed again, BXB up 0.6% and retail doing well, JBH pushing another 1.3% ahead, ALL bounced 2.4% with travel stocks under pressure as FLT downgraded guidance, off 7.3%. WEB fell 2.2% in sympathy. Tech rose as US tech led the way, WTC up 1.0% and TNE ahead by 1.9%. The All-Tech Index up 1.2%. Resources under pressure again as iron ore slid under $100 in Asian trade on Chinese PMI. BHP down 2.4% and RIO copping a drubbing down 3.6% as FMG fell 2.3%. Gold miners were also under pressure, NST down another 2.2% with EVN off 3.0% and NEM falling 1.6%. Lithium too unwinding in a hurry, PLS down 7.0% and LTR falling 4.9%. IGO continued to drop off 4.5% and LYC succumbed off 2.5%. Uranium shorts got stuck in again, BOE falling another 6.7% with PDN off 2.7% and oil and gas flat, BPT whacked on a quarterly update, off 9.3%.In corporate news, plenty of quarterlies out, AGL rose 0.1% on its grid battery project, CTT smashed 23.5% on tax changes on small parcels in the US, MIN crashed 7.1% on broker downgrades. In economic news, building approvals and retail sales. In China PMI came in below forecasts. 10-year yields steady at 4.27%Asian markets mixed again, Japan up 1.1%, China down 1.6% and HK down 1.5%. European futures up slightly. US Futures Dow up 141 and Nasdaq up 315.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Hablamos con Óscar Robles, Alcalde de Rascafría, sobre la publicación en el BOE del anteproyecto de la rehabilitación del hotel del Monasterio de El Paular

The ASX 200 rose 52 points to near record highs of 8756 (0.6%) after a benign CPI ensured we should get a rate cut in August. Familiar story, Banks firm with CBA up 1.6% and the Big Bank Basket up to $279.88 (+1.4%). MQG rose0.8 % with financials firm, as insurers rose surprisingly as yields slipped. QBE up 0.8% and SUN up 0.8%. GQG still feeling unloved. REIT boosted by lower rates with SGP up 2.2% and VCX rising 1.7%. Industrials too firm, BXB up 1.9% with JBH doing well as retail firmed, WOW and COL also better by around 2%. Tech mixed. In resources, gold miners were a mixed bag, EVN up 1.4% with PNR rising 1.9% and GMD up 0.8%. Iron ore stocks mixed, FMG better. RIO results after hours, down 1%. Lithium mixed as PLS had a good quarterly up 3.0% but IGO punished on a negative update, down 7.2%. Oil and gas stocks eased, uranium stocks mixed, BOE recovering 3.6%. In corporate news today, plenty of quarterlies, APX crushed on AI uncertainty, MIN rose 2.3% as it met its FY guidance. PNV rose 7.8% after earnings report.In economic news, CPI came in benign at 2.7% for core, hopes rose for a rate cut on 12th August. Asian markets mixed, Japan down 0.1%, China up 0.4% and HK down 0.6%. European market opening slightly higher. Waiting for Fed, tariff news and tech results. US futures slightly higher. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fought back from early losses to close up 7 points at 8705 (0.1%). Healthcare and industrials firmed, CSL up 0.5% and ALL up 0.5% with the banks slightly weaker. CBA down 0.4% and NAB up 1.2%. The Big Bank Basket down to $276.00 (-0.1%). Financials slid with GQG off 3.3% and ASX down 0.6%. ZIP fell 1.3% and REITS drifted lower. VCX off 1.6% and GMG mixed 0.4%. Resources once again weaker, iron ore bucked the trend with BHP up 0.3% and RIO unchanged. Gold miners eased, NEM off 1.3% and EVN down 0.6%. Some wins on quarterlies, OBM up 2.2% on results. Lithium stocks down slightly, LTR off 4.1% as it reported its quarterly. Uranium stocks continued to fallout, BOE down another 5.5% and PDN off 5.8%. Oil and gas better with WDS up 1.6% and STO up 2.1%. Coal stocks eased.In corporate news, VEA tumbled 6.4 as convenience revenue dropped. SFR up 1.6% a better than expected quarterly, LTR fell 4.1% on its report and TAH saw Aware Super exit its stake a few days ago. Asian markets: Japan down 0.9%, HK down 0.9% and China up 0.2%. The ASX 200 10-year yields steady at 4.33%. European markets set to open up 0.3%. US futures slightly higher. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 closed up 31 points to 8698 (0.4%) as banks were back in the driving seat. CBA up 1.2% with the Big Bank Basket up to $276.18 (+0.9%). MQG rallied 1.0% as financials generally found some love. XYZ up 2.8% and MFG doing well, up 4.6%. RPL up 4.1% too. REITs doing well, GMG up 0.5% and SCG rising 0.8%. Industrials also firm, SGH up 2.2% with retail better, WES up 0.6 % and WOW up 0.8%. Tech better, WTC up 0.3% and the All-Tech Index up 1.0%. Healthcare too in demand, CSL up 1.0% on trade deal, RMD rising 1.0%. Old Skool platforms better too, CAR up1.7 % and REA rising 1.3%. Resources were mixed, the shocker from BOE falling 44.0% as it warned on future production. Shorts had a ball in PDN, DYL and lithium stocks tumbled as Asian prices dropped hard. LTR down 8.0% and PLS off 11.7%. Gold miners were mixed, NEM up 4.5% on broker upgrades, the rest in the doldrums, GMD down 1.8% and RMS off 4.4%. Coal stocks also smacked down, WHC and YAL hit hard on a court ruling.In corporate news, WTC has a new CEO, HLO rose 14.1% after an earnings upgrade. BUB too has a new CEO. Nothing on the economic front.Asian markets mixed, Japan down 1%, HK up 0.4% and China up 0.1%. 10-year yields steady at 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

APAC stocks traded mixed after failing to sustain the early upward momentum seen at the open following the fresh record intraday highs on Wall St.White House Press Secretary Leavitt said they could see more tariff letters for August 1st.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.4% after the cash market finished with losses of 0.3% on Monday.DXY is steady, JPY is the marginal laggard as Japan returns from holiday, EUR/USD failed to hold onto the 1.17 handle.Looking ahead, highlights include US Richmond Fed Index, NBH Policy Announcement, Fed Chair Powell & Bowman, ECB's Lagarde, BoE's Bailey, Supply from UK & Germany.Earnings from Akzo Nobel, ASM International, Dassault Aviation, Julius Baer, Lindt, SAP, Intuitive, Capital One, Baker Hughes, Coca Cola, Lockheed Martin, Philip Morris, RTX, DR Horton, Northrop Gruman, Danaher, MSCI & Pulte.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of Macro Mondays, James Todd & Edward Hayden-Briffett unpack a high-stakes week in global markets; where rising bond yields, China's deepening economic slump, and Trump's provocative economic rhetoric have stirred volatility across assets. As fears of stagflation hit the UK, and the tech rally pushes into bubble territory, markets are bracing for unpredictable shifts ahead. 

US President Trump said they are very close to an India deal, could possibly make one with Europe & it is too soon to say re. Canada.European bourses broadly in the green, whilst US equity futures are mixed; TSMC +4% in pre-market trade after Q2 results.USD attempts to recover from Wednesday's Powell/Trump drama; AUD underperforms post jobs data.Fixed benchmarks weighed on by the TSMC-driven risk tone, Gilts underperform after the UK's job data which continued to show a weakening labour market but unlikely to change the BoE's trajectory.Crude briefly boosted on reports of a drone attack on Iraq's Kurdistan oil fields; XAU modestly lower.Looking ahead, US Trade, Jobless Claims, Retail Sales & Atlanta Fed GDPNow, G20 Finance Ministers Meeting, Speakers including Fed's Kugler, Daly, Cook & Waller. Earnings from PepsiCo, GE, Abbott Laboratories, Netflix.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were ultimately mixed with the region indecisive in the aftermath of the latest Chinese GDP and activity data.European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 0.2% on Monday.DXY has given back some of yesterday's gains, EUR/USD remains on a 1.16 handle, other majors are contained.EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.Crude futures remained subdued after US President Trump announced 100% tariffs on Russia and secondary sanctions on other countries that buy oil from Russia if a Ukraine deal is not struck within 50 days.The ECB is to discuss a more negative scenario next week than previously envisaged in June after Trump's latest tariff threat, according to Reuters.Looking ahead, highlights include EZ Industrial Production, German ZEW, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves, Supply from Germany, Earnings from JPMorgan, Blackrock, Wells Fargo, Citi and Ericsson.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.European bourses are modestly firmer, US futures also gain with clear outperformance in the NQ boosted by NVIDIA.NVIDIA (+5% pre-market) to resume H20 sales to China and announces new, fully compliant GPU for China.USD a little lower into US CPI, Antipodeans top the G10 pile given the risk sentiment.USTs flat into CPI & Bowman, Bunds lead, OATs await Bayrou & Gilts await Bailey/Reeves.Crude lower but off worst levels on reports that Trump asked if Ukraine are able to hit Moscow with US weapons.Looking ahead, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Speakers including Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves. Earnings from JPMorgan, Blackrock, Wells Fargo, Citi.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Good News & Bad News: Good News - the BoE could reduce interest rates faster... #Podcast MICROCAP CO'S COVERED TODAY: BEEKS FINANCIAL CLOUD #BKS ECO ANIMAL HEALTH #EAH FILTRONIC #FTC PHYSIOMICS #PYC PULSAR GROUP #PULS PREMIER MITON GROUP #PMI ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.  *****MY BOOK ***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success  Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!IF YOU BUY THE BOOK YOU CAN GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! The book is £15.39 on Amazon you can get £49.75 back. HOW? If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.25!!! THIS IS £2.87 WEEK OR THE EQUIVALENT TO HALF A PINT OF BEER! ONE FEEDS YOUR MIND THE OTHER FEEDS YOUR BELLY. —---------------------------------------------------------------------- In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League. The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile. —---------------------------------------------------------------------- If you regularly listen to this podcast and enjoy its output please consider giving it a 5 star rating and review - that way more people will find it. Thank you.

When picturing a steel factory, words like "heavy", "smoky" and "arduous" often come to mind. But a technological breakthrough is proving that the iron and steel industry can be smart and sophisticated, thanks to the power of artificial intelligence.提到钢铁厂，人们通常会想到 “重型”“烟雾弥漫”“艰苦” 等词汇。但一项技术突破表明，借助人工智能的力量，钢铁行业也能变得智能化、精细化。Shougang Group, one of China's largest steelmakers, is leading the way with an AI-powered visual system that is transforming the entire steelmaking process from labor-driven to model-driven. With this cutting-edge technology in place, the steel giant has boosted production efficiency by over 20 percent and reduced defects by 35 percent.中国大型钢铁企业之一的首钢集团率先采用人工智能视觉系统，将整个炼钢过程从人力驱动转变为模型驱动。借助这一尖端技术，这家钢铁巨头的生产效率提升了 20% 以上，缺陷率降低了 35%。Exemplifying the shift toward digital and intelligent industrial transformation, the AI-powered system was named as one of the top 10 benchmark applications at the 2025 Global Digital Economy Conference, which wrapped up in Beijing on July 5. During the event, business leaders and industry representatives discussed the growing impact of AI across industries, highlighting China's broader push toward smart manufacturing.在 7 月 5 日于北京闭幕的 2025 全球数字经济大会上，这一人工智能系统入选 “十大标杆应用”，成为工业数字化、智能化转型的典范。大会期间，企业领袖和行业代表探讨了人工智能在各行业日益增长的影响，凸显了中国在智能制造领域的广泛推进。"For a company of our size, the top priority in the face of the ongoing AI revolution is to explore how this technology can deliver better solutions to our challenges, and how it improves quality, increases efficiency and reduces cost," said Jiang Xingqun, senior vice-president of BOE Technology Group Co Ltd, one of the world's largest display panel manufacturers.“面对当下的人工智能革命，对于我们这种规模的企业来说，首要任务是探索这项技术如何为我们的挑战提供更好的解决方案，以及如何通过它提质、增效、降本，” 全球最大的显示面板制造商之一京东方科技集团股份有限公司高级副总裁蒋兴群表示。"Traditional visual technology has been widely used for quality checks, but it still falls short in addressing some issues," Jiang said. "This is why we employ AI for data labeling, model training and detection of defects and abnormalities." He noted that in recent years, BOE has also developed its own automated decision-making system, which is already being used in production.蒋兴群说：“传统视觉技术在质量检测中应用广泛，但在解决某些问题上仍有不足。这就是我们采用人工智能进行数据标注、模型训练以及缺陷和异常检测的原因。” 他指出，近年来京东方还开发了自主的自动化决策系统，目前已应用于生产中。The company has been actively seeking ways to integrate AI into display panel manufacturing, a comprehensive process that encompasses quality inspection, monitoring and analysis, defect repairs and equipment maintenance. With the help of AI, BOE has effectively improved graphic processing efficiency, shortened defect handling cycles and reduced labor costs.该公司一直在积极探索将人工智能融入显示面板制造的方法，这一综合过程涵盖质量检测、监控分析、缺陷修复和设备维护。在人工智能的助力下，京东方有效提升了图像处理效率，缩短了缺陷处理周期，并降低了人力成本。Similarly, numerous companies across the country are accelerating their digital transformation efforts. According to the China Internet Development Report 2024, the country now has nearly 10,000 digitalized workshops and intelligent factories. Of these, more than 400 have been recognized as national-level benchmark factories in smart manufacturing, utilizing technologies such as AI and digital twins.同样，全国众多企业都在加速推进数字化转型。《中国互联网发展报告 2024》显示，目前我国已拥有近 1 万家数字化车间和智能工厂。其中，有 400 多家被认定为国家级智能制造标杆工厂，它们运用了人工智能、数字孪生等技术。Industry insiders highlighted that the costs of large models have dropped sharply over the past year, creating favorable conditions for the application of AI technologies. Ruan Yu, vice-president of Baidu, noted that as costs continue to fall, large AI models are becoming a core productivity tool for an increasing number of enterprises.业内人士强调，过去一年，大模型的成本大幅下降，为人工智能技术的应用创造了有利条件。百度副总裁阮瑜指出，随着成本持续降低，人工智能大模型正成为越来越多企业的核心生产力工具。According to Zhang Di, vice-president of Kuaishou Technology and technical head of Kling AI, AI video generator technology will continue to evolve. By providing interactive and lifelike environments, it will further boost the development of the industrial internet and accelerate the digital transformation of manufacturing and other traditional industries, Zhang said.快手科技副总裁、灵犀 AI 技术负责人张迪表示，人工智能视频生成技术将持续发展。通过提供交互式、逼真的环境，该技术将进一步推动工业互联网的发展，加速制造业等传统产业的数字化转型。In recent years, the Chinese government has introduced a wide range of measures to accelerate AI innovation and promote its application, intending to support new industrialization and the development of the industrial sector.近年来，中国政府出台了一系列措施，加快人工智能创新并推动其应用，旨在支持新型工业化和工业领域的发展。sophisticated /səˈfɪstɪkeɪtɪd/ 精密的，复杂的defect /ˈdiːfekt/ 缺陷，瑕疵integrate /ˈɪntɪɡreɪt/ 融入，使一体化digitalize /ˈdɪdʒɪtəlaɪz/ 使数字化，以数字形式呈现

European bourses began with modest gains and have gradually increased, largely led by reports of Chinese housing support.US futures are contained as newsflow has been limited, ex-China, since the overnight tariff developments.DXY is marginally firmer but well within Wednesday's band, G10s flat aside from Antipodeans benefiting from metals action and China support; BRL lags on 50% tariffsFixed benchmarks have been gradually drifting from overnight highs, now essentially flatBase metals glean on reports of Chinese stimulus, precious peers also firmer though action has been more gradualLooking ahead, highlights include US Weekly Claims, Chinese M2/New Yuan Loans, Speakers including Fed's Musalem, Waller & Daly, BoE's Breeden, Supply from the US. Earnings from Delta & Conagra Brands.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump announced tariff rates for seven countries and later announced a 50% tariff for Brazil; President Trump also announced the US is to impose a 50% tariff on copper, effective August 1st.The EU is discussing car import quotas and export credits with the US in trade talks, according to sources cited by Reuters.A muted reaction was seen across markets following the FOMC minutes; FOMC Minutes stated that most saw some reduction in the Fed funds rate this year as appropriate.European equity futures indicate a mildly higher cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with gains of 1.4% on Wednesday.Looking ahead, highlights include German CPI final, Norwegian CPI, Swedish GDP, US Weekly Claims, Chinese M2/New Yuan Loans, OPEC WOO, Speakers including Fed's Musalem, Waller & Daly, ECB's Cipollone & BoE's Breeden, Supply from US, Earnings from Delta & Conagra Brands.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Series 2 starts properly with New Earth, featuring a few returning characters. We talk Millennium Centre, Apple Grass and our new fave, The Face of Boe. Also, Mark gives an update on getting a photo with Peter Davison.

US President Trump said they will start sending letters regarding tariffs and 10 to 12 countries will get a letter on Friday, with tariffs to range from 10%-20% and 60%-70%, while countries are to start paying the new tariff on August 1st.US Treasury Secretary Bessent said to expect a flurry of trade deals before July 9th and expect to see about 100 countries get a minimum 10% reciprocal tariff, while he added they are going to be announcing several deals.US House voted 218-214 to pass President Trump's sweeping tax cut and spending bill, sending it to President Trump to sign into law, while the White House said Trump will sign the bill on Friday at 17:00EDT/20:00BST.APAC stocks traded mixed with gains limited; European equity futures indicate a negative cash market open with Euro Stoxx 50 futures lower by 0.5% after the cash market closed with gains of 0.5% on Thursday.Looking ahead, highlights include German & French Industrial Orders, EZ, UK Construction PMI, Italian Retail Sales, EZ Producer Prices, Speakers include BoE's Taylor, ECB President Lagarde & Elderson, US Independence Day Holiday.Desk Schedule: The desk will shut for the week at 18:00BST/13:00EDT amid the US market holiday.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mixed following a similar handover from the US where participants digested data, trade commentary and a slew of central bank rhetoric.US President Trump said he doubts the US will have a deal with Japan but will possibly have an agreement with India.US Senate narrowly passed President Trump's sweeping tax and spending bill; House to vote by Thursday "at the latest".European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.6% after the cash market closed with losses of 0.4% on Tuesday.DXY is modestly firmer, JPY narrowly lags on negative trade headlines, EUR/USD is lingering just below the 1.18 mark.Looking ahead, highlights include EU & Italian Unemployment Rate, US Challenger Layoffs, ADP National Employment, Canadian Manufacturing PMI, NBP Policy Announcement, ECB's de Guindos, Cipollone, Lane, Lagarde & BoE's Taylor, Supply from UK & Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks began the new quarter mostly higher, albeit with gains tentative; Wall Street closed higher.The Senate vote-a-rama process is ongoing before a final version is sent back to the House to approve the bill, before then sending it to Trump's desk.EU is to accept Trump's universal tariff but seeks key exemptions and wants the US to commit to lower rates on key sectors, according to Bloomberg.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 future +0.1% after the cash market closed with losses of 0.4% on Monday.DXY is steady, EUR/USD briefly ventured onto a 1.18 handle, USD/JPY marginally extended on its downside.Looking ahead, highlights include EZ, UK & US Manufacturing PMIs, German Unemployment Rate, EZ HICP, US ISM Manufacturing, JOLTS Job Openings, ECB SCE & Central Banking Forum, Speakers include ECB's de Guindos, Elderson, Schnabel & Lagarde, Fed's Powell, BoJ's Ueda, BoE's Bailey & BoK's Rhee.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Senate vote-a-rama is still ongoing, Thune suggests we are "getting to the end", unclear if he has enough votesEU reportedly wants immediate relief in any US deal, said to be accepting universal tariffs but is seeking key exemptionsRisk tone began firmer after strong Chinese data; thereafter, deteriorated into and through the European morningUS futures in the red, ES -0.2%, awaiting updates on the Reconciliation Bill, Chair Powell and a packed data docketUSD continues to fall. JPY and CHF lead, fixed bid, XAU higher.EUR and EGBs unreactive to as-expected flash HICP and numerous ECB speakers who have focused on EUR strengthLooking ahead, highlights include US Manufacturing PMIs, ISM Manufacturing, JOLTS Job Openings, ECB Central Banking Forum, Speakers including ECB's Schnabel & Lagarde, Fed's Powell, BoJ's Ueda, BoE's Bailey & BoK's Rhee. Earnings from Constellation Brands. Holiday closures in Hong Kong & Canada.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed in choppy fashion following a similar session on Wall Street, with overnight newsflow relatively light as Israel and Iran seemingly continued to observe the ceasefire.US President Trump may accelerate the announcement of a successor to Fed Chair Powell, according to WSJ sources.Chinese state planner official said with policy implementation and introduction, "we are confident and capable of minimising the adverse impacts from external shock", according to Reuters.HKMA bought HKD 9.42bln as the Hong Kong dollar hit the weak end of its trading range, marking the first such intervention since 2023 to defend the currency peg.Micron (MU) said there may have been some tariff-related pull-ins by certain customers; customer inventory levels have been healthy overall across end markets.Looking ahead, highlights include German GfK Consumer Sentiment, US Durable Goods, GDP Final (Q1), PCE (Q1), Jobless Claims, National Activity Index, Advance Goods Trade Balance, Wholesale Inventories, Banxico Policy Announcement, ECB's de Guindos, Schnabel, Lagarde; BoE's Bailey, Breeden; Fed's Daly, Barkin, Hammack, Barr, Kashkari, supply from US, Earnings from Walgreens, Nike, H&M.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump may accelerate the announcement of a successor to Fed Chair Powell, according to WSJ sources.Chinese state planner official said with policy implementation and introduction, "we are confident and capable of minimising the adverse impacts from external shock", according to Reuters.Micron (MU) said there may have been some tariff-related pull-ins by certain customers; customer inventory levels have been healthy overall across end markets.European & US indices trade modestly higher, ES +0.3%; Shell has “no intention” of making an offer for BP.DXY hammered amid reports Trump is to name a Powell successor early; a report which has also weighed on US yields.Crude trims initial gains, metals glean strength from the dovish Fed source report, USD weakness and Chinese commentary.Looking ahead, US Durable Goods, GDP Final (Q1), PCE (Q1), Jobless Claims, National Activity Index, Advance Goods Trade Balance, Wholesale Inventories, Banxico Policy Announcement, ECB's de Guindos, Schnabel, Lagarde; BoE's Bailey; Fed's Daly, Barkin, Hammack, Barr, Kashkari, Supply from the US, Earnings from Walgreens, Nike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded stronger following the firm lead from Wall Street, with gains capped as traders were cautious amid the fragility of the Israel-Iran ceasefire.Geopolitical newsflow was relatively light in APAC hours, with no hostile incidents seen between Israel and Iran; “There have been no [US] sanctions lifted on Iran,” said Fox Business' Lawrence, in reference to President Trump's post suggesting China could continue to buy oil from Iran.Fed Chair Powell said they would expect to see meaningful inflation effects from tariffs in June, July, and August. He added that if those effects failed to materialise, it could lead to an earlier rate cut.BoJ board member Tamura said that if upward price risks heightened, the BoJ could face a situation where it would need to raise rates decisively, even if uncertainty remained high, adding that he does not see 0.5% as a barrier for BoJ rate hikes.Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.Looking ahead, highlights include US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli, Pill, Greene; Fed's Powell; US President Trump, Supply from Italy, UK, US, and Earnings from General Mills, Paychex, Micron, Babcock.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.European bourses are mixed in quiet newsflow whilst US futures hold around the unchanged mark.USD looks to claw back recent losses. EUR/USD pulls back from multi-year high.USTs await Powell part 2 and details from the NATO summit; Bunds are pressured and currently towards session lows.Crude bid but still at the trough of recent parameters, metals marginally firmer.Looking ahead, US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli; Fed's Powell; US President Trump, Supply from the US, and Earnings from General Mills, Paychex, Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Sentiment bolstered after US President Trump announced a ceasefire agreement between Iran and Israel, effective 05:00 BST / 00:00 EDT.Though Israel claimed Iran had launched ballistic missiles and violated the agreement, which Iran has denied.USD softer as geopolitical premium recedes, attention now turns to Fed Chair Powell who testifies before the House.Bonds hold a bearish bias given latest Iran-Israel ceasefire; USTs are lower by a handful of ticks whilst Bunds are hit on updates via the German Finance Ministry.Crude clipped by the ceasefire, XAU loses its shine, base metals find a floor.Looking ahead, Canadian Inflation, US Consumer Confidence, NZ Trade, NATO Summit, NBH Policy Announcement, BoE's Bailey, Ramsden, Pill, Breeden; ECB's Lagarde, de Guindos, Lane; Fed's Powell, Hammack, Williams, Collins, Barr, Supply from the US, Earnings from FedEx, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Risk was supported on Wall Street following Iran's "symbolic" strike on a US base in Qatar—de-escalatory in nature, given the clear effort to minimise casualties and collateral damage.Sentiment was further bolstered at the resumption of futures trading after US President Trump announced a ceasefire agreement between Iran and Israel, effective 05:00 BST.Israeli strikes were continuous as markets headed into Iran's proposed ceasefire time (01:30 BST) vs Trump's guided time (05:00 BST).Crude oil tumbled 9% on Monday, with losses of almost 3% seen heading into the European open.European equity futures are indicative of a positive open with the Euro Stoxx 50 future +1.2% after cash closed -0.2% on Monday.Looking ahead, highlights include German Ifo, Canadian Inflation, US Consumer Confidence, NZ Trade, NBH Policy Announcement, BoE's Bailey, Greene, Ramsden, Pill, Breeden; ECB's Lagarde, de Guindos, Lane; Fed's Powell, Hammack, Williams, Collins, Barr, NATO summit, Supply from UK, Germany, US, Earnings from FedEx, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US equity futures slightly softer. European equities opened firmer, while Asian markets were mixed with South Korea and Hong Kong outperforming. Trump to decide within two weeks on potential Iran strike, extending earlier timeline amid reported backchannel talks between US envoy Witkoff and Iran's foreign minister. Japan's May core inflation came in above expectations, keeping BOJ tightening speculation in play, while China held loan prime rates steady. BoE kept rates steady while SNB and Norges Bank cut rates; ECB bulletin released. Japan's Akazawa downplayed July 9 as deadline for US trade talks, mirroring tone from EU officials as negotiations drag on.Companies Mentioned: GMS Inc, Home Depot, QXO, Inc, Paramount Global, Ares Management Corp.

In this podcast, Francis Diamond, Khagendra Gupta and Frida Infante discuss the Norges Bank, Riskbank and BoE meetings this week and implications for European rate markets.   Speakers: Francis Diamond, Head of European Rates Strategy Khagendra Gupta, European Rates Strategy Frida Infante, European Rates Strategy   This podcast was recorded on 20 June 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5009094-0, https://www.jpmm.com/research/content/GPS-5012102-0, https://www.jpmm.com/research/content/GPS-5012114-0, 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.

¿Qué tal? Buenos días. Saludos de Sergio Barbosa en nombre de la gente que hace posible Herrera en COPE en este viernes 20 de junio de 2025. Decíamos antes que hay que ver los sudores que pasaron ayer los sindicatos para explicar por qué no están criticando demasiado al gobierno a pesar del tremendo caso de corrupción que le ha estallado al PSOE, ¿no? Claro, aquí hay que entender que España es un país muy peculiar en el que los sindicatos se han llegado a manifestar en la calle contra la oposición, es decir, contra los que no tienen el BOE, contra los que no tienen ni arte ni parte en lo que ...

S&P Futures are displaying positive action this morning. While tensions in the Middle East remain elevated, Isreal has clearly demonstrated its superiority as they continue to focus their attacks on disabling Iran's nuclear program. The G7 meeting are underway, President Trump will be in attendance. Focus will be on Trade talks and the Middle East. There are a host of Central Bank meetings this week with scheduled announcements from the BOJ, FOMC and the BOE over the next few days. The key economic report for today is the Empire State Manufacturing index. On the earnings front, LEN will be releasing earnings after the bell.