Podcasts about Boe

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Latest podcast episodes about Boe

Notayesmanspodcasts
Notayesmanspodcast354

Notayesmanspodcasts

Play Episode Listen Later Nov 14, 2025 13:55


This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on why is the Boe is going through a process of quantitive tightening at the moment? Any thoughts with the current fiasco going on for investors? What's your take on the situation with the £ and government bonds? Is a UK bank tax coming? How high do you think the Bond vigilantes will push gilt rates up to.?

Ransquawk Rundown, Daily Podcast
Europe Market Open: Trump signs government funding bill to end shutdown; European equity futures are positive

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 13, 2025 3:32


US President Trump signed the government funding bill and announced an end to the government shutdown after the House voted to approve the bill, while Trump said the government will resume normal operations and reiterated a call for money to be paid to people directly to buy healthcare.White House Press Secretary Leavitt said the October CPI and jobs data is likely to never be released, while it was separately reported that there was no official word from BLS on plans for October data.US officials flagged they will reduce tariffs on popular groceries, as pressure mounts to address the cost-of-living crisis, according to FT.APAC stocks followed suit to the mixed performance in the US, with little fresh catalysts as the government shutdown ended.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 1.1% on Wednesday.Looking ahead, highlights include UK GDP (Sep/Q3), EZ Industrial Production (Sep), US Cleveland Fed (Oct), New Zealand Manufacturing PMI (Nov), IEA OMR, BoE Minutes of the Market Participants Group Meeting, Speakers including BoE's Greene, Fed's Daly, Kashkari, Musalem & Hammack, ECB's Elderson, SNB's Tschudin & Moser, Supply from Italy & US, Earnings from Zealand Pharma, B&M European, Burberry, Siemens, Sabadell, Applied Materials, Disney, JD com & Bilibili.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Awaiting data schedule updates as the gov't reopens, Fed speak ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 13, 2025 3:44


European stocks opened mixed and traded choppily since, with macro drivers light; FTSE 100 is subdued post-GDP.DXY drifted lower in early Europe after holding steady overnight, with little reaction to the passage and signing of the US funding bill that formally ends the shutdown.USTs opened softer as risk appetite improved overnight following the House vote to end the shutdown and President Trump signing the legislation.Crude benchmarks are steady after Wednesday's slide, spot gold rises on a softer USD, and base metals extend on Wednesday's gains.Looking ahead, highlights include US Cleveland Fed (Oct), New Zealand Manufacturing PMI (Nov). Speakers include BoE's Greene, Fed's Daly, Kashkari, Musalem & Hammack, ECB's Elderson, SNB's Tschudin & Moser, Supply from the US. Earnings from Applied Materials, Disney.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Drunktor Who: A Doctor Who Podcast
252 - Deja Brew XIII - Gonna Drunk Text The Ex (S3 Eps 1, 2, & 3)

Drunktor Who: A Doctor Who Podcast

Play Episode Listen Later Nov 12, 2025 67:37


We re-sume our Nu-Who re-watch with Series 3's first 3 episodes. First we re-discuss “Smith and Jones” where the Doctor meets rebound companion Not-Rose (Martha to her family), and then encounters a platoon of Judoon on the moon. Next up is “The Shakespeare Code” where the surprisingly sexy bard flirts with both the Doctor and Martha whilst the trio attempt to vanquish a trio of mostly unsexy alien witches. Definitely most lastly is “Gridlock” where the Doctor needs to rescue a kidnapped Martha just because the Face of Boe wants to whisper sweet nothings in the Doctor's relatively tiny ear. Seriously, who knew the Face of Boe would be such a big dick?

Ransquawk Rundown, Daily Podcast
Europe Market Open: APAC stocks subdued following recent gains; European equity futures marginally higher

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 11, 2025 2:47


APAC stocks were mostly subdued with the region failing to sustain the positive global risk momentum that had been spurred by US-China trade optimism and US government reopening hopes, while there were few fresh catalysts overnight to fuel the recent rally.US Senate voted 60 vs. 40 to pass legislation to fund the federal government and end the shutdown, while the bill now goes to the House.US House Speaker Johnson is seeking a Wednesday vote on the stopgap bill, and won't commit to an ACA subsidy vote.China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market finished with gains of 1.8% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Sep), EZ & German ZEW (Nov), US NFIB (Oct), Weekly Prelim Estimate ADP, Riksbank Minutes, Speakers including ECB's Lagarde, BoE's Greene & Dhingra, RBA's Jones, Supply from Netherlands, Earnings from Porsche SE, RWE & Alcon. Holidays: US Veterans' Day; Canadian Remembrance DayRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: NVIDIA slips -1.5% after Softbank sells stake and following poor CoreWeave result; US equity futures lower

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 11, 2025 3:02


China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European bourses firmer across the board, with outperformance in the FTSE 100; US equity futures are modestly lower.NVIDIA slips -1.5% after Softbank sells stake and following poor CoreWeave results.GBP slides on dismal UK jobs, EUR unreactive to ZEW; DXY treads water.Gilts soar post-jobs data which raises the odds of a December BoE cut; USTs cash bond trade shut on account of Veterans' Day.XAU peaks just shy of USD 4150/oz as continued attacks on Russian refineries drive crude benchmarks higher.Highlights include Weekly Prelim Estimate ADP, Speakers including BoE's Dhingra, RBA's Jones.Holidays: US Veterans' Day; Canadian Remembrance Day.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Herrera en COPE
Pilar García de la Granja, experta económica, avisa: "Esta medida va a afectar a los trabajadores y a las empresas, sirve para mantener el poder adquisitivo de las pensiones y está recogido en el BOE"

Herrera en COPE

Play Episode Listen Later Nov 10, 2025 2:37


La economista Pilar García de la Granja ha explicado en la sección ‘Economía de bolsillo' del programa Herrera en COPE cómo las nóminas de los trabajadores se verán reducidas a partir del 1 de enero. El motivo es la aplicación del Mecanismo de Equidad Intergeneracional (MEI), un descuento diseñado para ayudar a sostener el poder adquisitivo de las pensiones actuales.García de la Granja ha descrito esta medida como el "último invento" que dejó el exministro Escrivá, el cual "reduce aún más la nómina" de los empleados. La norma, recogida en el BOE desde 2023, implica que tanto empresas como trabajadores asuman un nuevo porcentaje de cotización para hacer frente al déficit del sistema.Sin embargo, la experta ha aclarado que esta aportación extra no tendrá beneficios para los cotizantes. "Este dinero no va a tener un efecto en la pensión futura, es un dato que no se va a tener en cuenta cuando se calcula la prestación de jubilación", ha señalado. Su único fin es "tapar el ...

Ransquawk Rundown, Daily Podcast
Europe Market Open: Sentiment boosted amidst US gov't shutdown end looms; European equity futures higher after Friday losses

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 10, 2025 3:24


APAC stocks traded higher amid the improving US-China trade environment and with hopes of ending the US government shutdown as several Democrats supported Republicans to pass a measure through the procedural vote in a rare Senate session on Sunday.US Senate voted 60 vs 40 to advance the government funding bill through the procedural hurdle, moving it closer towards passage, after 8 Democrats supported the measure in a rare Sunday session.Chinese inflation data over the weekend which printed above forecasts, although factory gate prices remained in deflation.NVIDIA (NVDA) CEO said they have very strong demand in Blackwell chips and asked TSMC (2330 TT) for more wafers to meet strong AI demand.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 1.4% after the cash market closed with losses of 0.8% on Friday.Looking ahead, highlights include Norwegian CPI (Oct), EZ Sentix (Nov), Chinese M2 & New Yuan Loans (Oct), Speech from BoE's Lombardelli, Supply from the UK, Earnings from Hannover Re, CoreWeave & Barrick Mining.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pandemia Digital
NUEVA HUMILLACIÓN DEL PP A LAS VÍCTIMAS DE LA DANA

Pandemia Digital

Play Episode Listen Later Nov 10, 2025 14:20


El PP volvió a faltar el respeto a las víctimas de la DANA con un minuto de silencio improvisado y absurdo, intentando limpiar su imagen después de negarse a aplaudir a los familiares que perdieron a sus seres queridos. Mientras las víctimas pedían justicia y denunciaban la negligencia institucional, diputados del PP y cargos del partido continuaron atacándolas y acusándolas de “hacer política”, pese a que quienes cobran de lo público son ellos. La investigación judicial avanza, Mazón ya aparece cesado en el BOE y la jueza sigue llamando a responsables del gobierno valenciano. La dignidad estuvo con las familias, no con quienes intentaron convertir su dolor en espectáculo político. Mas vídeos de Pandemia Digital: https://www.youtube.com/c/PandemiaDigital1 Si quieres comprar buen aceite de primera prensada, sin intermediarios y ayudar de esa forma a los agricultores con salarios justos tenemos un código de promoción para ti: https://12coop.com/cupon/pandemiadigital/ Este video puede contener temas sensibles, así como discursos de odi*, ac*so, o discr*minación. El objetivo de abordar estos temas es exclusivamente informativo y busca concienciar a la audiencia sobre estos acontecimientos, y denunciar y señalar el origen de los mismos para crear consciencia y evitar su propagación. Si consideras que el contenido puede afectarte, te recomendamos proceder con precaución o evitar su visualización. ----------------------------------------------------------------------------------------------- Únete a nuestra comunidad de YouTube https://www.youtube.com/channel/UCFOwGZY-NTnctghtlHkj8BA/join Se mecenas de Patreon https://www.patreon.com/PandemiaDigital ----------------------------------------------------------------------------------------------- Súmate a la comunidad en Twitch - En vivo de Lunes a Jueves: https://www.twitch.tv/pandemiadigital Sigue nuestro Canal de Telegram: https://t.me/PandemiaDigital Suscríbete en nuestra web: https://PandemiaDigital.net Sigue nuestras redes: Twitter: https://twitter.com/PandemiaDigitaI Facebook: https://www.facebook.com/PandemiaDigitalObservatorio Instagram: https://www.instagram.com/pandemia_digital_twitch TikTok: https://www.tiktok.com/@pandemiadigital #PandemiaDigital

UK Investor Magazine
AI jitters, the Budget playbook and FTSE 100 housebuilders with Tradu

UK Investor Magazine

Play Episode Listen Later Nov 9, 2025 20:18


Join us for an insightful conversation with Russell Shor, Senior Market Strategist at Tradu, as we delve into UK interest rates, the bond market, the FTSE 100, and the gyrations in US AI stocks.Find out more about Tradu here.In this episode, we dive deep into the Bank of England's latest interest rate decision and its unexpected implications, explore the potential trajectory of the BoE's rate cuts heading into the next meeting, and analyse what the GBP/USD pair's immediate reaction signals about currency markets.Russell shares his expert perspective on critical questions shaping investment strategies: Is the current budget a bond market narrative or something more nuanced? Could the FTSE 100 reach the psychological 10,000 milestone before Christmas? We also examine growing concerns about AI's impact on the US dollar and break down Palantir's dramatic market reaction.Looking to the year-end, Russell outlines where he sees the biggest trading opportunities, offering actionable insights for traders. Hosted on Acast. See acast.com/privacy for more information.

At Any Rate
European Rates: BoE and Scandi central bank roundup

At Any Rate

Play Episode Listen Later Nov 7, 2025 7:59


In this podcast Francis Diamond and Khagendra Gupta discuss the recent Riksbank, Norges Bank and BoE meetings this week and implications for European rates markets.   This podcast was recorded on 07 November 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5122904-0 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.

Ransquawk Rundown, Daily Podcast
Europe Market Open: European equity futures uneventful, Reeves considering a 2p rise in income tax; US to block Nvidia's scaled back chip to China

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 7, 2025 2:45


APAC stocks were mostly lower as the region took its cue from the risk-off mood stateside, where sentiment was weighed on by weak US labour market proxies and AI concerns, while sentiment was also not helped by weak Chinese trade data.US President Trump said they will need a game plan if the Supreme Court case on tariffs does not go well, and can do other things, but they are slow in comparison.US President Trump added there are no new tariff announcements coming while the SCOTUS case is pending.US is to block NVIDIA's (NVDA) sale of scaled-back AI chips to China, according to The Information.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures +0.1% after the cash market closed with losses of 1.0% on Thursday.Looking ahead, highlights include German Trade Data, Canadian Jobs, NY Fed SCE, US University of Michigan Prelim, Speakers including Fed's Williams, Jefferson and Miran, BoE's Pill, ECB's Elderson & Nagel, Earnings from Daimler Truck.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: US blocks NVIDIA's scaled-back AI chips to China; DXY firmer and US equity futures lower ahead of UoM

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 7, 2025 3:15


US is to block NVIDIA's (NVDA) sale of scaled-back AI chips to China, according to The Information.European bourses opened firmer but ultimately conformed to the subdued risk tone, US equity futures also mildly in the red.DXY bid awaiting UoM, trading around 99.78; Kiwi underperforms.Bunds were initially hit by the US risk tone, EGBs then slipped on German data, no reaction to the deteriorating European tone.Commodities rebound from Thursday's equity-led selloff; XAU firmer and holds above USD 4k/oz.Looking ahead, Canadian Jobs, NY Fed SCE, US University of Michigan Prelim, Speakers including Fed's Jefferson and Miran, BoE's Pill, ECB's Elderson & Nagel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Novus Capital
NovusCast - 07 de Novembro 2025

Novus Capital

Play Episode Listen Later Nov 7, 2025 15:03


Nossos sócios Luis André Oliveira, Tomás Goulart, Sarah Campos e Victor Ary debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, o destaque foi a piora dos dados de mercado de trabalho nos EUA – diante do shutdown, ganham relevância dados alternativos, que apontaram enfraquecimento, com menor intenção de contratação e aumento na expectativa de desemprego. Os ISMs vieram mistos, com serviços um pouco melhores e manufaturas mais fracas, mas o tom geral dos empresários continua de cautela. A Suprema Corte iniciou julgamento sobre os poderes do presidente de impor tarifas unilateralmente, estratégia utilizada por Trump ao longo do atual mandato. No Reino Unido, o BoE manteve juros estáveis por 5 votos a 4, sinalizando percepção de que os riscos altistas para inflação, por ora, diminuíram. No Brasil, o Copom manteve a Selic em 15% e reforçou a estratégia de juros contracionistas por período prolongado, reduzindo a possibilidade de cortes ainda esse ano. A produção industrial veio em linha com o esperado. O Senado aprovou a isenção de IR para quem ganha até R$5.000, faltando apenas a sanção presidencial. A semana também foi marcada por resultados positivos de empresas brasileiras. No mercado de crédito, houve correção adicional nos spreads de debêntures tradicionais, com abertura de 36 bps, e nomes low rated abrindo 60 bps, refletindo os fundamentos depois de tantos meses de descasamento devido ao movimento técnico. Debêntures incentivadas tiveram movimento mais técnico, com leve abertura. No exterior, os bonds brasileiros seguiram pressionados, com destaque negativo para nomes já fragilizados como Raízen e Braskem. Nos EUA, os juros curtos fecharam 6 bps e os longos abriram 5 bps; e as bolsas tiveram desempenho negativo – S&P 500 -1,63%, Nasdaq -3,09% e Russell 2000 -1,88%. No Brasil, os juros abriram marginalmente, o Ibovespa subiu 3,02% e o real valorizou 0,80%. Na próxima semana, destaque para atividade e inflação na China; possível acordo americano para dar fim ao shutdown; e, no Brasil, ata do Copom, inflação, atividade e pesquisas eleitorais. Não deixe de conferir!

The KE Report
Marc Chandler - Markets Correcting: Government Shutdown Fallout & Dollar Bounce

The KE Report

Play Episode Listen Later Nov 7, 2025 17:18


In this KE Report Daily Editorial, we're joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, to discuss the recent U.S. market correction, Fed policy, and the impact of the government shutdown. Key Discussion Highlights: Market pullback: Tech leads the selloff as the S&P 500 drops from 6,900 to ~6,600; Chandler flags three late-October gap-ups as a sign of rally exhaustion. Fed policy shift: Powell's cautious tone dims hopes for a December cut. Marc expects deeper Fed easing in 2025 versus other central banks. Shutdown impact: Economic drag near 0.3% of GDP if the shutdown lasts past mid-November; disruptions hit flights and public aid programs. Dollar bounce: DXY testing its 200-day average - Chandler calls it a short-term rebound within a longer-term downtrend. Alt data signals: Trucking, rail, and shipping volumes show clear slowdown despite AI-driven strength in headline GDP. Global divergence: BoC and BoE may still cut; Japan faces pressure to hike despite weak GDP. Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/ ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Global Market Insights - Forex, Futures, Stocks
Risk markets struggle on lack of bullish catalysts

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 7, 2025 4:39


Send us a textUS equities seek direction amidst mixed newsflow. Hawkish Fedspeak, light data calendar and the US shutdown dent risk appetite. Cryptos under heavy pressure; gold struggles to rally above $4,000. Pound gains despite dovish BoE but outlook remains clouded.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

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 6-Nov

FactSet U.S. Daily Market Preview

Play Episode Listen Later Nov 6, 2025 4:08


US equity futures point to a softer open. Asian markets traded broadly higher, while European equities opened lower. Focus remains on US tech earnings afterhours. Qualcomm guided Q1 revenue above forecasts, though below the most bullish expectations, while ARM's profit outlook exceeded estimates, reflecting data center demand. In central bank news, the Fed's hawkish comments continued to weigh on sentiment, while the BoE decision today is seen as finely balanced. Meanwhile, the US-China trade truce continues to dominate headlines, but not much specific behind move as recent angst surrounding stretched valuations, big tech index concentration, narrow breadth and AI capex ROI remain overhangs, not expected to go away anytime soon. However, still no signs of panic, while buy-the-dip narrative has been extremely resilient on the back of elevated retail buying.Companies Mentioned: Charles Schwab, Forge Global, Marvell Technology, Softbank, OpenAI

Ransquawk Rundown, Daily Podcast
Europe Market Open: All eyes on BoE announcement; European equity futures uneventful

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 6, 2025 3:33


APAC stocks were higher as the region took impetus from the rebound on Wall St, where all major indices gained amid dip buying.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures relatively flat after the cash market closed with gains of 0.2% on Wednesday.DXY traded rangebound after having recently snapped a 5-day rally, despite firmer-than-expected ADP and ISM Services data, while catalysts were quiet overnight10yr UST futures saw some slight reprieve after slumping yesterday; Bund futures languished near the prior day's lows.US President Trump is scheduled to make an announcement at 11:00EST/16:00GMT on Thursday.Looking ahead, highlights include German Industrial Production, EZ Retail Sales, Canadian Leading Index, US Chicago Fed Labour Market Indicators, US Challenger Layoffs, BoE, Banxico & Norges Bank Policy Announcements, Speakers including Fed's Williams, Barr, Hammack, Waller, Paulson & Musalem, ECB's Lane, Nagel, Schnabel & de Guindos, BoE's Bailey, BoC's Macklem, Rogers & Kozicki, Supply from Spain & FranceEarnings from Continental, Commerzbank, AstraZeneca, Sainsbury's, Airbnb, ConocoPhillips & Warner Bros.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: US Challenger Layoffs jumps 175.3% to a 7-month high, US equity futures modestly firmer/flat

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 6, 2025 3:52


Challenger October US Job Cuts jump 175.3% to a 7-month high at 153.074k (prev. 54.064k in September).European bourses are on the backfoot; US equity futures are modestly firmer/flat.Surprise early US Challenger release takes DXY sub-100; NOK gains on Norges, GBP awaits the BoE.Early Challenger lifted USTs to a session high, Gilts await the BoE.Crude benchmarks are higher despite Saudi oil price cuts and US inventory build; focus on Israel declaring the Egyptian border a closed military zone.Looking ahead, US Chicago Fed Labour Market Indicators, BoE & Banxico Policy Announcements, Speakers including Fed's Williams, Barr, Hammack, Waller, Paulson & Musalem, ECB's Lane, Nagel, BoE's Bailey, BoC's Macklem, Rogers & Kozicki.Earnings from Airbnb, ConocoPhillips & Warner Bros.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Global Market Insights - Forex, Futures, Stocks
Markets buoyed by US data; equities rebound, dollar slips

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 6, 2025 4:23


Send us a textUS jobs and PMI data ease growth concerns, boosting sentiment. Wall Street indices close higher but stay cautious. Yields jump as Fed rate cut bets pared back, yet dollar retreats. Pound extends recovery ahead of BoE decision.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

Ransquawk Rundown, Daily Podcast
US Market Open: US equity futures mixed, USD pauses as market awaits ADP and ISM data

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 5, 2025 3:17


European bourses are entirely in the red; US equity futures mixed, with the NQ continuing to underperform whilst the RTY takes a breather.Recent USD rally pauses for breath ahead of ADP and ISM services.USTs are contained into a packed agenda, Gilts continue to ease from Tuesday's best.Commodities rebound following Tuesday's risk-off sell-off.Looking ahead, highlights include US Final PMI, US ADP, US ISM Services PMI, NBP & BCB Policy Announcements, US Supreme Court Tariff hearing begins, Speakers including BoE's Breeden, BoC's Macklem & Rogers, US QRA. Earnings from AMC, Arm, Snap & McDonald's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Euro Market Open: APAC mixed following Wall Street's tech selloff; Europe called to open lower

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 5, 2025 3:54


APAC stocks were mixed after an early sell-off following the losses stateside, where tech underperformed amid valuation concerns.European equity futures indicate a lower cash market open with the Euro Stoxx 50 future down 0.7% after the cash market closed with losses of 0.3% on Tuesday.The USD rally has paused for breath (DXY remains above 100), EUR/USD is unable to reclaim 1.15 status, USD/JPY failed to hold below 153.Global fixed income benchmarks remain supported, crude futures lack direction, Gold remains below USD 4k.Looking ahead, highlights include German Industrial Orders, EZ, UK & US Final PMI, EZ Producer Prices, US ADP, US ISM Services PMI, Riksbank, NBP & BCB Policy Announcements, ECB Wage Tracker, US Supreme Court Tariff hearing begins, Speakers including ECB's Nagel, BoE's Breeden, BoC's Macklem & Rogers, Riksbank's Jansson, US QRA, Supply from Germany.Earnings from BMW, Novo Nordisk, Pandora, AMC, Arm, Snap & McDonald'sRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Risk off sentiment with US equity futures lower, JPY bid & Antipodeans lag

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 4, 2025 3:02


RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European bourses are lower across the board with sentiment downbeat; US equity futures are in the red, NQ -1.3%.DXY briefly returned to a 100 handle, GBP slipped post-Reeves, who failed to reiterate her tax-related pledges, Antipodeans lag.Gilts outperform amid tax rise speculation, USTs await Fed speak.WTI and Brent slip to lows given the risk tone, but XAU fails to benefit and sits sub-4k/oz.Looking ahead, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF Vote, Speakers including ECB's Nagel and Balz, BoE's Breeden & Fed's Bowman. Earnings from Fresenius MC, Ferrari; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: APAC trade was subdued, European futures point lower; Reeves' presser in focus

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 4, 2025 5:15


APAC stocks were mostly subdued following the mixed lead from Wall St, where the majority of sectors declined but tech outperformed.RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.8% after the cash market closed with gains of 0.3% on Monday.DXY is flat, antipodeans lag with AUD softer post-RBA. JPY outperforms, underpinned by a haven bid and more verbal intervention.In a rare pre-budget press conference today, UK Chancellor Reeves will indicate she is prepared to break Labour's manifesto promise not to raise income tax, according to The Telegraph.Looking ahead, highlights include Canadian Trade, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF vote process begins, ECB's Lagarde, Nagel and Balz, BoE's Breeden & Fed's Bowman, Supply from UK & Germany.Earnings from Phillips, Evonik, Fresenius MC, Ferrari, BP; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Walker Crips' Market Commentary
Markets brace for the BoE's next move

Walker Crips' Market Commentary

Play Episode Listen Later Nov 4, 2025 8:49


The Bank of England's (“BoE”) Monetary Policy Committee meets this Thursday to determine the UK's next interest rate decision, with markets broadly expecting rates to remain unchanged. However, a growing camp of analysts believes recent macroeconomic developments could tilt the balance towards a rate cut. Governor Andrew Bailey's vote will likely prove decisive, though the contrasting stances of Deputy Governors Sarah Breeden (dovish) and Clare Lombardelli (hawkish) underscore the committee's divisions. The meeting takes place against a backdrop of persistently weaker UK business sentiment, with the Institute of Directors' (“IoD”) confidence index registering lower, close to September's record low. On the inflation front, employers expect pay settlements to ease to 3%, and shop prices have fallen for the first time since March; both developments strengthen the case for a more dovish BoE stance...Stocks featured:Airtel Africa, GSK and WPPTo 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.

Global Market Insights - Forex, Futures, Stocks
Dollar traders lock gaze on private data

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 3, 2025 4:26


Send us a textDollar extends gains following hawkish Fed decision. Amid ongoing US shutdown, ADP and ISM reports enter the spotlight. Yen and pound stay wounded due to dovish BoJ and BoE bets. Stocks gain, gold rebounds, oil opens with positive gap on OPEC decision.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

Podcast de Juan Ramón Rallo
Las regulaciones absurdas están matando a la economía española

Podcast de Juan Ramón Rallo

Play Episode Listen Later Oct 31, 2025 11:27


La economía española está atrapada en una maraña de regulaciones absurdas que impiden el desarrollo de nuevos sectores, encarecen el coste de emprender y asfixian la innovación. Hablamos de destrucción creativa, de capitalismo, de competencia… pero el BOE no deja que nada de eso florezca.Desde la persecución a los pisos turísticos hasta la imposibilidad de instalar un punto de recarga para coches eléctricos sin pasar por un infierno burocrático. Mientras tanto, los lobbies bien posicionados legislan para frenar a sus competidores. Así no se progresa. Así se estanca un país.En este vídeo te explico con datos, casos y ejemplos cómo la hiperinflación normativa está condenando a España a la mediocridad económica. Y lo peor: ni siquiera se hace para proteger al consumidor, sino al privilegiado de siempre. Hosted on Acast. See acast.com/privacy for more information.

The MUFG Global Markets Podcast
Will the yen sell-off continue after latest BoJ driven sell-off?

The MUFG Global Markets Podcast

Play Episode Listen Later Oct 31, 2025 11:28


Lee Hardman, Senior Currency Analyst, and Jack Greenslade, Deputy Head | UK, Ireland, Swiss and Middle East Corporate Sales, discuss what's next for the yen after it was by far the worst performing G10 currency in October. The pound has also underperformed alongside the yen recently, will this continue ahead of BoE's upcoming policy meeting?    

Machine Learning and AI applications
#151 The Global AI Pulse - Oct 2025

Machine Learning and AI applications

Play Episode Listen Later Oct 31, 2025 78:13


XTraw AI opens its 16th season with a fast-paced global round-up of October 2025 — where AI investments soared, new products reshaped the enterprise landscape, ecosystems deepened, and governance took center stage.Highlights:⚙️ Infrastructure & Investments: OpenAI–Broadcom's 10 GW AI build-out | Google & Salesforce double down on AI capex | BoE warns of bubble risks.

ICMA Podcast
AMIC Market update: ICMA Asset Management & Investors Council

ICMA Podcast

Play Episode Listen Later Oct 27, 2025 31:56


Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Anita Karppi, Senior Director - Buy-side, Market Practice & Regulatory Policy, ICMA was joined this episode by industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, and Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. This podcast was recorded on 24th October 2025, where the team discussed: IMF/WB Annual Meetings: What were the major takeaways? US Government Shutdown & US/China Trade Negotiations: How will these challenges impact global markets? Central Bank Meetings: What to expect from the Fed, ECB, BoE, and BoJ in late October and early November? Equity and Commodity Markets: Are we witnessing bubbles, and how can we define one? Investor Sentiment: After a strong 2025 performance, will investors take profits or reduce risks? German Government & European Financial Integration: Will we finally see progress on the Capital Markets Union? If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/

FT Politics
Budget, boats and a by-election

FT Politics

Play Episode Listen Later Oct 24, 2025 28:43


Chancellor Rachel Reeves received a rare bit of good news from lower inflation statistics this week, which could reduce government borrowing ahead of the November Budget. But the uphill struggle to improve Labour's standing in the polls continues after a drubbing in Caerphilly, the embarrassing failure of the one-in-one-out migrant policy and the chaotic start to the grooming gang inquiry. Host George Parker is on hand to dissect the week along with deputy political editor Jim Pickard, UK chief political commentator Robert Shrimsley and the FT's northern England correspondent Jennifer Williams. Plus, is the King getting poor advice from the PM over Prince Andrew in the wake of further damaging revelations about the prince's links to Jeffrey Epstein?Follow George on Bluesky or X: @georgewparker.bsky.social, @GeorgeWParker; Robert: @robertshrimsley or @robertshrimsley.bsky.social; Jen on X @JenWilliamsMEN and Jim on X @PickardJEWant more? Labour suffers seismic by-election defeat to Plaid Cymru in CaerphillyUK borrowing costs fall in boost for Rachel ReevesReeves vows to clear way for BoE rate cuts with cost of living pledgeGrooming gang victims call for minister to resignA defining crisis for Britain's royalsBritain's flawed support for Jaguar Land RoverClips from: Sky & Parliament Live TVSign up here for Stephen Bush's morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek. Get 30 days free.Our email address is politicalfix@ft.comPresented by George Parker. Produced by Clare Williamson. The executive producer is Flo Phillips. Audio mix and original music by Breen Turner. The FT's acting head of audio is Manuela Saragosa. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The Rhodes Rewind Podcast
Columbia County School Board Trustee Philip Kent Talks Tax Savings

The Rhodes Rewind Podcast

Play Episode Listen Later Oct 22, 2025 26:24


Columbia County School Board Trustee Philip Kent joined us, with great news on huge potential tax savings for homestead residential property tax payers in the county! He believes the majority of the 5 member school board would vote to eliminate property taxes if the windfall promised by the construction of the proposed Appling Data Center goes through as planned...Philip and Austin discussed that, and other topical (and tragic) BOE business Wednesday afternoon.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ransquawk Rundown, Daily Podcast
Europe Market Open: Takaichi named Japanese PM, Trump reiterates tariff deadline and European equity futures are positive

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 21, 2025 3:01


APAC stocks took their cues from the rally on Wall Street as the focus remained on US-China trade with some optimism following US President Trump's comments in which he stated that China has been respectful of them.US President Trump continued to tout a November 1st deadline for additional tariffs, he also reaffirmed that he will be meeting with Chinese President Xi and thinks they will reach a 'fantastic deal'.Japanese LDP leader Takaichi won the lower house vote (237 votes out of 465-seats) to become Japan's first female PM, as expected.European equity futures indicate a modestly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with gains of 1.3% on Monday.Looking ahead, highlights include UK PSNB (Sep), Canadian CPI (Sep), NBH Policy Announcement, CCP 4th Plenum (20th-23rd), Speakers including ECB's Nagel, Lane & Lagarde, Fed's Waller, BoE's Bailey & Breeden, Supply from UK & Germany,Earnings from Netflix, Intuitive, Texas Instruments, Capital One Financial, Coca-Cola, GE Aerospace, Elevance Health, Lockheed Martin, Philip Morris, RTX, General Motors, 3M, Nasdaq & Danaher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: US equity futures lower, DXY underpinned by easing credit concerns and JPY slips as Takaichi becomes Japanese PM

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 21, 2025 2:42


European bourses are mixed and have traded choppy throughout the morning; US equity futures are modestly lower, ahead of a slew of earnings.DXY is underpinned by the downbeat risk tone and easing credit concerns; JPY underperforms as Takaichi becomes Japanese PM.Global fixed paper are bid amid the softer risk tone and reports around AA rating criteria.Metals sell off as “debasement trade” loses momentum; Crude is essentially flat in choppy trade.Looking ahead, Canadian CPI (Sep), NBH Policy Announcement, CCP 4th Plenum (20th-23rd), Speakers including ECB's Nagel & Lagarde, Fed's Waller, BoE's Bailey & BreedenEarnings from Netflix, Intuitive, Texas Instruments, Capital One Financial, Coca-Cola, GE Aerospace, Elevance Health, Lockheed Martin, Philip Morris, RTX, General Motors, 3M, Nasdaq & Danaher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Sentiment tumbles amidst US regional banking fears; RTY -1.6%

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 17, 2025 2:38


European and US equity futures are lower across the board, with the US regional banking fears weighing on sentiment; KRE -2% in pre-market trade.DXY is a little lower; typical havens (JPY, CHF) benefit from the risk-tone whilst the Aussie lags.Global fixed paper driven higher as traders remain wary on US regional banks.Crude continues Thursday's selling, XAU choppy amid debt concerns.Looking ahead, Speakers including BoE's Pill, Greene & Breeden, Fed's Musalem, ECB's Nagel, Earnings from Ally Financial, SLB, American Express, State Street. Suspended Releases: US Building Permits/Housing Starts (Sep), Industrial Production (Sep).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: Stocks pressured on US regional banking woes, White House said Trump-Putin call was productive

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 17, 2025 4:23


US stocks were pressured with risk-off trade seen amid a reignition of regional banking woes after Western Alliance (WAL) and Zion Bancorp (ZION) announced exposure to bad loans tied to fraud, adding to the concerns following the collapse of Tricolor and First Brands.US KRE (Regional Banking ETF) closed lower by over 6% and the financial sector saw a near 3% hit, while the broad risk sentiment was hit with equities sliding throughout the US session.APAC stocks were predominantly lower as the region followed suit to the losses on Wall Street, where risk sentiment took a hit as regional bank concerns were reignited following loan fraud disclosures by Western Alliance and Zion Bancorp.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.9% after the cash market closed with gains of 0.8% on Thursday.White House said regarding the Trump-Putin call that it was good and productive, while they have agreed to convene a meeting of high-level staff next week, which may then be followed by another Trump-Putin meeting.Looking ahead, highlights include EZ HICP Final (Sep), Atlanta Fed GDP, Suspended Releases: US Building Permits/Housing Starts (Sep), Industrial Production (Sep), Speakers including BoE's Pill, Greene & Breeden, Fed's Musalem, ECB's Nagel, Earnings from Ally Financial, SLB, American Express, State Street & Volvo AB.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Trump says US-China are in a trade war, European equities set to open with modest losses

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 16, 2025 5:21


US President Trump said they are in a trade war with China, and if the US don't have tariffs, they don't have national security, while he stated that tariffs are a very important tool for defence.The US Senate is set to leave for the week on Thursday and is nowhere near ending the shutdown, according to a journalist.BoJ's Tamura said the BoJ should push rates closer towards levels deemed neutral, but does not need to raise rates sharply or tighten monetary policy now, given both upside and downside risks.US President Trump said Israeli forces could resume fighting in Gaza as soon as he gives the word if Hamas doesn't uphold the ceasefire deal, according to CNN.APAC stocks took impetus from the positive handover from Wall Street, where most major indices ultimately gained; European equity futures indicate a lower cash market open.Looking ahead, highlights include UK GDP (Aug), EZ Trade Balance (Aug), Philly Fed (Oct), Atlanta Fed GDP, Comments from Fedʼs Waller, Barkin, Barr, Miran, Bowman & Kashkari, ECBʼs Lane & Lagarde, BoCʼs Macklem, BoEʼs Greene & Mann, Supply from Spain & France, Earnings from TSMC, Bank of New York Mellon, KeyCorp, Charles Schwab, United Airlines, ABB & Bankinter. Suspended Releases: US Weekly Claims, PPI (Sep), Retail Sales (Sep). Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: NQ outperforms following TSMC +1.8% results, Trump says US-China are in a trade war

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 16, 2025 2:49


US President Trump said they are in a trade war with China, and if the US don't have tariffs, they don't have national security, while he stated that tariffs are a very important tool for defence.European bourses are mostly higher, SMI bid post-Nestle results and NQ outperforms after strong Q3 TSMC earnings.USD mixed vs. peers, GBP leads whilst AUD was pressured by a weak jobs report.USTs are firmer, fleeting upside in OATs after PM Lecornu survives the 1st no confidence vote; now awaiting the 2nd vote.Crude benchmarks trade rangebound despite rising geopolitical tensions, XAU forms another new ATH.Looking ahead, highlights include Philly Fed (Oct), Atlanta Fed GDP, Comments from Fedʼs Waller, Barkin, Barr, Miran, Bowman & Kashkari, ECBʼs Lane & Lagarde, BoCʼs Macklem, BoEʼs Greene & Mann.Earnings from Bank of New York Mellon, KeyCorp, Charles Schwab, United Airlines, ABB & Bankinter.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: European equities look to open higher, boosted by LVMH/ASML earnings & Powell speak

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 15, 2025 3:37


APAC stocks were mostly higher as expectations for incoming Fed rate cuts helped the region shrug off the mixed lead from Wall St.Fed Chair Powell said downside risks to the US jobs market have risen and rising risks to the job market justified a September interest rate cut.US President Trump announced he is considering terminating business with China regarding cooking oil.European equity futures indicate a firm cash market open with EuroStoxx 50 future up 1.2% after the cash market closed with losses of 0.3% on Tuesday.DXY is softer and now basically flat on the week, AUD is attempting to atone for recent losses, EUR/USD sits on a 1.16 handle.Looking ahead, highlights include EZ Industrial Production (Aug), NY Fed Manufacturing (Oct), Cleveland Fed CPI (Sep), US Military Pay Date, Fed Beige Book, (Suspended Releases: US CPI), BoE's Ramsden & Breeden, ECB's de Guindos, Lane & Lagarde, Fed's Miran, Bostic, Waller & Schmid, RBA's Bullock & Kent, Supply from UK & Germany.Earnings from ASML, Bank of America, Morgan Stanley, Dollar Tree & Progressive.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: NQ boosted after ASML results; USTs firmer & USD slips ahead of Fed speak

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 15, 2025 2:46


European bourses are in the green; LVMH +14% & ASML +3.6% both gain post-earnings; US equity futures also rise.USD losses extend into a second session, EUR remains underpinned by French optimism.USTs incrementally firmer, OATs gain as traders digest the latest pension reform suspension.XAU breaks USD 4200/oz, crude benchmarks muted amid heightened trade tensions.Looking ahead, highlights include NY Fed Manufacturing (Oct), Cleveland Fed CPI (Sep), US Military Pay Date, Fed Beige Book, (Suspended Releases: US CPI), BoE's Breeden, ECB's Lane & Lagarde, Fed's Miran, Bostic, Waller & Schmid, RBA's Bullock & Kent.Earnings from Bank of America, Morgan Stanley, Dollar Tree & Progressive.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
European Market Open: European equity futures are mildly softer, French PM to present budget

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 14, 2025 7:32


APAC stocks were mixed following the rebound on Wall St; Japan underperformed on return from holiday/reacted to the ruling coalition split.China's MOFCOM announced that it is taking countermeasures against five US-linked firms; said the US cannot have talks while threatening new restrictions.European equity futures indicate a mildly lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.7% on Monday.DXY is a touch softer, antipodeans lag, JPY picked up as the risk sentiment soured, EUR/USD is on the rise and eyeing 1.16.French PM Lecornu's government is to present a budget aiming to reduce the deficit to 4.7% by end-2026, according to La Tribune.Looking ahead, highlights include UK Unemployment/Wages (Aug), German ZEW (Oct), US NFIB (Sep), IEA OMR, Fed Discount Rate Minutes, ECB's Cipollone & Villeroy, BoE's Bailey & Taylor, Fed's Powell, Waller, Collins & Bowman, BoC's Rogers, RBA's Hunter & Hauser, Supply from Netherlands, Italy & GermanyEarnings from BlackRock, JPMorgan, Goldman Sachs, Citi, Wells Fargo, Johnson & Johnson, Bellway & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Sentiment hit after China's MOFCOM takes action against US firms

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 14, 2025 2:30


China's MOFCOM announced that it is taking countermeasures against five US-linked firms; said the US cannot have talks while threatening new restrictions.French PM Lecornu's government is to present a budget aiming to reduce the deficit to 4.7% by end-2026, according to La Tribune.Equities lower across the board, as markets digest the latest trade-related escalations by China on the US; traders also await a number of US earnings.JPY benefits from haven bid, GBP hit by soft jobs, Antipodeans dented by risk-tone.Global paper firmer amid the weakened risk tone, Gilts lead after data, OATs await PM Lecornu.Crude benchmarks fall as Middle East tensions ease, XAU pulls back from new ATHs.Looking ahead, US NFIB (Sep), Fed Discount Rate Minutes, Speakers including ECB's Villeroy, Kocher, BoE's Bailey & Taylor, Fed's Powell, Waller, Collins & Bowman, BoC's Rogers, RBA's Hunter & Hauser, RBNZ's Conway. Earnings from JPMorgan, Goldman Sachs, Citi, Wells Fargo, Johnson & Johnson & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
European Market Open: Positive sentiment after Trump pours cold water on recent US-China tensions

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 13, 2025 7:49


US President Trump announced on Friday that the US is to impose a tariff of 100% on China beginning on November 1st, which will be over and above any tariffs that they are currently paying, while US export controls on critical software will also start on November 1st.US President Trump posted on Sunday, “Don't worry about China, it will all be fine! Highly respected President Xi just had a bad moment. He doesn't want Depression for his country, and neither do I. The U.S.A. wants to help China, not hurt it!!!”APAC stocks began the week in the red as the region reacted to last Friday's Trump tariff threats and the subsequent Wall St sell-off, although US equity futures rebounded due to the softer tone from Trump over the weekend, while Japanese markets were shut for a holiday.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with losses of 1.7% on Friday.US BLS said it will publish the September CPI report on Friday, 24th October 2025, at 08:30EDT/13:30BST.Looking ahead, highlights include German WPI (Sep), OPEC MOMR, Speakers including BoE's Mann, Fed's Paulson & RBA's Hauser. Holidays: US Columbus Day (US bond market will be closed) & Canadian Thanksgiving.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
European Opening News: Cautionary approach from FOMC Minutes and Israel-Hamas agree ceasefire deal

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 9, 2025 7:25


APAC stocks were predominantly higher following the tech rebound stateside, where the S&P 500 and NDX notched fresh record levels.Participants were encouraged by an agreement on the first phase of a Gaza ceasefire deal, and with Chinese traders returning from the National Day Golden Week holiday.Israel's Channel 14 reported the Israel-Hamas ceasefire will come into effect today at 12:00 noon (10:00BST/05:00EDT), according to Al Arabiya.FOMC Minutes stated participants judged that a cautious approach to future policy was warranted, while a majority of participants emphasised upside risk to their outlooks for inflation – no notable reaction seen in markets on the release.China's government announced export controls on rare earth materials.Looking ahead, highlights include German Trade Balance (Aug), Atlanta Fed GDP, New Zealand Manufacturing PMI, (Suspended: US Jobless Claims (4 Oct w/e), Wholesale Sales (Aug), ECB Minutes (Sep), Eurogroup Meeting, Banxico Minutes, Speakers including BoE's Mann, ECB's Lane, BoC's Rogers, Fed Chair Powell, Bowman, Barr & Kashkari, Supply from US, Earnings from Delta Air & PepsiCoRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
European Opening News: RBNZ opts for 50bps cut, gold breaches USD 4000/oz for the first time

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 8, 2025 5:13


APAC stocks trade mixed with demand hampered following the negative handover from the US; European futures flat.RBNZ cut rates by 50bps and kept the door open to further rate cuts.US President Trump said a lot of things will be eliminated due to the shutdown, and he will tell us about the eliminated jobs in four or five days.USD remains on the front foot, NZD lags post-RBNZ, JPY digests soft real cash earnings data.Spot gold continued its advances, in which spot prices climbed above the USD 4,000/oz level.Looking ahead, highlights include German Industrial Output (Aug), Swedish CPIF Flash (Sep), NBP Policy Announcements, FOMC Minutes (Sep), BoE's Pill, ECB's Elderson & Lagarde, Fed's Musalem, Barr, Goolsbee & Kashkari, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Opening News: USD gains whilst Kiwi slips post-RBNZ, XAU passes USD 4,000 ahead of FOMC Minutes

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 8, 2025 4:57


EU sees new US trade demands hollowing out deal struck by US President Trump, according to Bloomberg citing sources.European bourses are broadly firmer but with ASML (-1.7%) weighing on the AEX; US equity futures are modestly higher.USD continues to rally, boosted by a weak JPY and NZD; the Kiwi is the clear underperformer after the RBNZ delivered a jumbo 50bps cut and left the door open for more rate reductions.Global paper moves higher, OATs outperform, awaiting French PM Lecornu later.XAU topped the USD 4,000/oz mark, crude is continuing to rebound as China is set to re-enter the market tomorrow.Looking ahead, NBP Policy Announcements, FOMC Minutes (Sep), Speakers including BoE's Pill, ECB's Elderson & Lagarde, Fed's Musalem, Barr, Goolsbee & Kashkari, NVIDIA CEO Huang, French PM Lecornu, Supply from US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Mission Matters Podcast with Adam Torres
Boe Bowen Launches Audio Book with Mission Matters Media

Mission Matters Podcast with Adam Torres

Play Episode Listen Later Sep 30, 2025 21:12


In this episode of Mission Matters, host Adam Torres interviews with Boe Bowen, Managing Attorney at The Bowen Law Firm, PLLC, about celebrating their first anthology audiobook and Boe's approach to law: empathetic, options-driven, and focused on keeping families together across family law, estate planning/probate, and personal injury. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Law, disrupted
Inside Samsung's Landmark ITC Trade Secret Victory

Law, disrupted

Play Episode Listen Later Sep 26, 2025 23:26


John is joined by Quinn Emanuel partners Dave Nelson and Alex Lasher.  They discuss the landmark victory Dave and Alex's team won for Samsung Display before the U.S. International Trade Commission (ITC) in a trade secrets case against Chinese competitor, BOE Technology Group.  The ITC is an independent quasi-judicial agency of the federal government that, among other duties, adjudicates claims regarding unfair trade practices, including intellectual property infringement.  Monetary damages are not available in ITC proceedings.  However, the ITC can provide powerful injunctive relief by issuing exclusion orders that stop all infringing products from entering the U.S. at the border.  These exclusion orders make the ITC a strategic venue for intellectual property disputes involving imported goods.  Although trade secret cases at the ITC are not new, they have become more prominent in the last decade. The ITC process differs significantly from federal court litigation.  Proceedings are accelerated and are led by an administrative law judge and a third-party staff attorney who acts as a neutral participant.  ITC staff may conduct discovery, cross-examine witnesses, and submit their own briefs, making trial preparation especially complex.  There are no juries. This case involved accusations that BOE misappropriated dozens of trade secrets related to OLED display technologies used in phones, TVs, and micro displays.  BOE used these stolen trade secrets to manufacture competing products and import them into the U.S. for several years. Discovery in the case was complicated by both the legal obstacles to taking discovery of a Chinese company and language barriers, with Samsung's internal documents largely in Korean and BOE's in Chinese.  The team faced additional challenges defining the trade secrets at issue with sufficient specificity early in the case—a prerequisite for discovery.  Another major hurdle was proving that Samsung maintained a “domestic industry” in the U.S. worthy of protection under ITC rules—a jurisdictional requirement. Despite these difficulties, the administrative law judge issued a 15-year exclusion order covering all BOE OLED display products, effectively barring them from the U.S. market.  The team's trial efforts were bolstered by a pre-trial sanctions order against BOE for discovery misconduct.  The case demonstrates how IP litigation at the ITC can create enormous commercial leverage and underscores the critical role expert testimony and meticulous trial preparation play in high-stakes trade secret disputes. Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

On The Brink with Castle Island
Weekly Roundup 09/19/25 (SEC listing standards, BoE stablecoin limits, Tether's USAT) (EP.667)

On The Brink with Castle Island

Play Episode Listen Later Sep 19, 2025 34:40


Matt and Nic are back for another week of news and deals. In this episode:  The SEC approves generic listing standards for cryptoassets Gensler loses a year's worth of text messages BoE wants to limit stablecoin exposure to £20k Tether launches USAT Coinbase is exploring a Base token Binance nears the end of DoJ compliance monitoring Galaxy is launching a tokenized money market fund PayPal launches PayPal links