Podcasts about Boe

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FT News Briefing
Andy Burnham ghosts the UK business community

FT News Briefing

Play Episode Listen Later Jul 17, 2026 11:13


Netflix's shares fell more than 8 per cent on Thursday despite as-expected earnings after the streaming giant forecast its worst revenue growth in three years, and incoming UK prime minister Andy Burnham is leaving phone calls from the country's business community unanswered. Plus, teams from western Europe keep winning the World Cup, and that's because they've invested heavily in the sport from the ground up. Mentioned in this podcast:Netflix shares slide on disappointing growth forecastsBusiness worries about how to reach Andy BurnhamInvestors say BoE should slow or stop long-dated bond salesWorld Cup shows US is ‘golden market' for football, says Major League Soccer bossHow western Europe became a formidable football factoryWorld Cup Fever: A Soccer Journey in Nine TournamentsWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Ransquawk Rundown, Daily Podcast
US Market Open: NQ supported by ASML and SK Hynix strength, DXY and USTs lacklustre into PPI

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 15, 2026 2:02


US struck Iran overnight, Trump said they will do so again on Wednesday night. Adding, they will hit power plants and bridges next week unless Iran negotiates.IRGC targeted weapons/storage in Bahrain and Kuwait, US positions in Jordan and the Fifth Fleet Command HQ. Iran said it is a mistake to think military action will force them to talk.ASML (+3.7%) reported Q2 earnings that beat estimates while raising its FY guidance above analyst expectations. Additionally, the Co. announced a partnership with Intel (INTC) for high-volume production of Intel 18A logic products using High NA EUV.US equity futures are firmer across the board, with NQ supported by ASML and SK Hynix upside overnight.DXY and Fixed Income rangebound ahead of a busy speaker slate.Crude benchmarks eke out mild gains, with another round of US strikes tonight.Looking ahead, highlights include US PPI (Jun), BoC Policy Announcement (Jul), Fed Beige Book (Jul), Speakers including Fed's Williams, Musalem, Warsh & Cook, BoC Governor Macklem, BoE's Pill, Earnings from United Airlines, Johnson & Johnson, Morgan Stanley, PNC Financial Services, BNY Mellon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for lower open as energy adds to gains and US-Iran strikes continue

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 15, 2026 2:21


US struck Iran overnight, Trump said they will do so again on Wednesday night. Adding, they will hit power plants and bridges next week unless Iran negotiates.IRGC targeted weapons/storage in Bahrain and Kuwait, US positions in Jordan and the Fifth Fleet Command HQ. Iran said it is a mistake to think military action will force them to talk.Brent +0.8% on the above, USD failed to benefit with CPI continuing to weigh, USTs rangebound though Bunds came under modest pressure.APAC stocks were firmer as the US CPI read-across outweighed fresh US-Iran strikes, to the continued benefit of US futures, though Europe points lower, Euro Stoxx 50 -0.2%.GBP and EUR led on the softer USD, USD/JPY briefly moved below 162.00Looking ahead, highlights include Swedish CPIF Final (Jun), Spanish CPI Final (Jun), EZ Industrial Production (May), US PPI (Jun), BoC Policy Announcement (Jul), Fed Beige Book (Jul), Speakers including Fed's Williams, Musalem, Warsh & Cook, BoC Governor Macklem, BoE's Pill, ECB's Nagel, Supply from Germany, Earnings from United Airlines, BlackRock, Elevance Health, Johnson & Johnson, Morgan Stanley, PNC Financial Services, BNY Mellon.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: SK Hynix weighs on Tech, NQ -1%; Crude bid, but off best as US-Iran exchange fire

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 13, 2026 2:32


The US and Iran exchanged strikes over the weekend, with the US military targeting 140 Iranian military targets on Saturday and took further action on Sunday, while Iran attacked US bases across the Gulf and closed the Strait of Hormuz.Iran's Foreign Ministry spokesperson said the US violated all clauses of the MoU in less than a month and stated that Iran will not execute commitments in the MoU as long as the US is not fulfilling its commitments. Furthermore, the spokesperson said mediators are still continuing their efforts to mediate between Iran and the US in recent days and Iran is in contact with mediators. Energy benchmarks pulled back following the constructive rhetoric, Brent +2.3%.US equity futures are off worst levels but the NQ is the clear underperformer, weighed down by the losses in SK Hynix (-15.4%).DXY reverse earlier gains; JPY hit on GPIF chatter, NZD continues to benefit on tightening bets.Looking ahead, highlights include OPEC MOMR (Jul), US Monthly Budget Statement (Jun), Coalition of the Willing Summit, Speakers including Fed's Waller, BoE's Pill, ECB's Schnabel & RBNZ's Conway.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Risk-off as US-Iran exchange fire; SK Hynix tumbles after broker expects Q2 profit below consensus

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 13, 2026 2:19


US forces struck 140 Iranian military targets on Saturday and took further action on Sunday. Iran attacked bases in Jordan, Qatar, Kuwait & Bahrain.Crude rallied following this and Iran announcing the Strait of Hormuz would now be closed, though the US said transit has since happened, Brent +4.3%.APAC bourses were pressured, KOSPI underperformed as SK Hynix fell 13%, weighing on the NQ -1.2%.European futures in the red, Euro Stoxx 50 -0.8%. DXY is modestly firmer against G10 peers across the board.Fixed income underpressure as yields lift across the curve. Spot gold lost USD 4.1k/oz, down to USD 4050/oz. Base peers followed the tone lower.Looking ahead, highlights include German Current Account (May), OPEC MOMR (Jul), US Monthly Budget Statement (Jun), Coalition of the Willing Summit, Speakers including Fed's Waller, BoE's Pill & RBNZ's Conway, Supply from the EU.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

CuriosITy
Kwh la 1 Euro, Nvidia în România, Dacia Striker e Beton, OpenAI se predă! Malware AI #CURIOSITY 334

CuriosITy

Play Episode Listen Later Jul 11, 2026 128:08


#curiosity #technews #podcast   Vrei un site mișto: https://caravan.ro/pages/creare-magazin-shopify-fastrackhttps://caravan.ro/pages/creare-magazin-shopify-fastrack Magazinul nostru - https://gb.ro/ Pasionat de sport? - https://winwin.fit/ Newsletter - UPDATE YOU - https://georgebuhnici.substack.com/ Hai pe Telegram - https://t.me/s/buhnici Cold Wallet Pentru Crypto - https://gb.ro/ledger-nano-s-plus/   Devino membru în comunitatea Buhnici.ro -  https://www.youtube.com/channel/UCNz5n8PoSGYSwkOH_SMnl2A/join Urmărește-mă cu @gbuhnici pe Instagram, Facebook, Twitter, TikTok-@georgebuhnici   Desfășurătorul Emisiunii / Chapters: 0:00:00 - Secretul din spuma de cappuccino 0:01:12 - De ce să cumperi doar hardware de firmă? 0:02:04 - Componente PC la jumătate de preț! 0:02:48 - Upgrade pe OLX: Prețuri absurde la memorii RAM 0:04:20 - Honor Magic V6 la 2000€! Vin scumpirile de la Apple și Samsung 0:05:46 - Războiul memoriilor: Producătorii chinezi vs. Cartelul RAM 0:08:43 - Samsung a atins 1 trilion $! Din ce se fac banii în tech? 0:10:54 - Ecrane pliabile mai ieftine: BOE cucerește piața 0:13:43 - De ce amână Apple noul iPhone Ultra Fold? 0:15:02 - Boom-ul reparațiilor: Viață nouă pentru roboți și scule 0:16:53 - Capcana ascunsă din uscătoarele de haine noi 0:21:02 - Deep dive în ventilație și haterii de pe YouTube 0:24:00 - Aerul poluat din orașe și problemele respiratorii 0:26:51 - Review Honor Magic V6: Baterii cu silicon și noul NPU 0:29:40 - Procesoarele Intel în 2026: Merită upgrade-ul? 0:30:55 - Goana după Mac Studio pe eBay: AI rulat local 0:33:49 - Zahărul ascuns din batoanele proteice „sănătoase” 0:37:30 - WINWIN.FIT 0:41:16 - GB.RO 0:42:42 - CARAVAN..RO 0:45:43 - Jucătorii belgieni îl trolează pe Trump + Retragerea lui Ronaldo 0:47:47 - Schadenfreude: De ce vrem să-i vedem pe marii sportivi căzând? 0:48:26 - Neil the Seal: Foca de o tonă care face ravagii în Tasmania 0:50:49 - Răzbunarea supremă: Hoți împachetați în scotch! 0:51:38 - Easter Egg în Starlink: Marte e declarată planetă liberă 0:55:40 - Fetița care hipnotizează animalele vs. Captură record de cannabis 0:58:43 - Nvidia în România? Centrele de date din Pipera 1:01:52 - Curentul se scumpește: kW-ul ajunge la 1€? 1:03:07 - Câinii de stână pe Via Transilvanica: Ghid de supraviețuire 1:05:28 - Voluntariat la stână pentru un reset mental în natură 1:09:37 - Exodul tinerilor și economia bazată pe barter de la sat 1:09:54 - Tensiuni în Iran și scumpirea carburanților peste vară 1:10:59 - Criza gazelor în Europa: Facturi uriașe la iarnă? 1:12:38 - Cozi kilometrice la benzină în Rusia 1:13:31 - Ucraina va produce rachete Patriot sub licență 1:14:13 - Tepe mari cu deepfake în Google News: Isărescu și Gâdea 1:17:03 - Primul atac ransomware lansat 100% de un agent AI 1:20:32 - OpenAI și Nvidia bat palma + Noul AI open-source Nemotron 1:22:01 - De ce întârzie Gemini 3.5 Pro? Probleme la Google 1:23:01 - OpenAI lansează GPT 5.6: Versiunile Sol, Tera și Luna 1:24:55 - Întâlnirea G7+3: Sam Altman vrea reglementare pentru AI 1:25:38 - OpenAI oferă 5% din companie gratuit guvernului SUA! 1:30:46 - Mafia, sinecurile și corupția din administrația publică 1:33:02 - Campusul European de AI și succesul DataBricks 1:34:41 - De ce s-a scumpit motorina de la 1 iulie? 1:35:25 - PPC lansează tariful variabil: Trading de energie pentru prosumatori 1:37:38 - Record istoric de stocare în SUA: 9,7 GW în baterii 1:39:54 - Statul român eșuează: Subvenții de pomană în loc de baterii 1:42:47 - Cursa roboților umanoizi: Unitree R1 a scăzut la 4900$ 1:44:44 - Ce se întâmplă cu corpul și creierul în spațiu? 1:47:09 - Explorarea spațiului prin teleprezență și Quantum 1:48:57 - Biologie sintetică, microbiomul și depresia 1:53:26 - Tesla FSD se amână în Europa până în 2027 1:54:05 - Noua Dacia Striker: Design superb și accesorii YouClip 1:57:50 - Recomandări: Filmul Reagan și arhiva culturală TVR 2:03:11 - Sănătatea mintală la bărbați și importanța ierbii naturale 2:06:18 - Apel pentru membri: Facem curățenie în camera tehnică!

Ransquawk Rundown, Daily Podcast
US Market Open: Positive risk tone as Trump comments outweigh tit-for-tat strikes

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 9, 2026 2:03


US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.CNN reported that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.Crude benchmarks were firmer overnight, but moved lower as the European morning progressed as markets reacted to Trump's remarks that Iran wanted to make a deal. Brent Sep'26 now off lows, and now flat.European bourses are firmer, with US equity futures also following suit; NQ +0.6%.G10s are mostly firmer against the slightly lower USD; Kiwi outperforms.Looking ahead, highlights include US Initial Jobless Claims (Jul/04), Existing Home Sales (Jun), ECB Minutes (Jun), Banxico Minutes (Jun), Speakers include Fed's Williams, Logan, BoE's Breeden, Supply from the US and Earnings from PepsiCo.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for firm open as energy looks past US-Iran strikes

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 9, 2026 2:05


US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.CNN reports that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.Energy benchmarks modestly bid, but in relatively narrow ranges; downside seen in the early European morning as Trump reiterates that Iran wants to make a deal.APAC trade was initially resilient to the above, before then reversing as the night progressed.FOMC Minutes outlined that a few saw a case for raising rates, several did not see the stance as restrictive, a few as slightly restrictive.NZD continues to lead the FX space, USD is under modest pressure. Fixed rangebound, taking direction from energy.Looking ahead, highlights include German Trade Balance (May), US Initial Jobless Claims (Jul/04), Existing Home Sales (Jun), ECB Minutes (Jun), Banxico Minutes (Jun), Speakers include Fed's Williams, Logan, BoE's Breeden, Supply from the US and Earnings from PepsiCo.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for firm open as energy looks past US-Iran strikes

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 9, 2026 2:05


US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.CNN reports that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.Energy benchmarks modestly bid, but in relatively narrow ranges; downside seen in the early European morning as Trump reiterates that Iran wants to make a deal.APAC trade was initially resilient to the above, before then reversing as the night progressed.FOMC Minutes outlined that a few saw a case for raising rates, several did not see the stance as restrictive, a few as slightly restrictive.NZD continues to lead the FX space, USD is under modest pressure. Fixed rangebound, taking direction from energy.Looking ahead, highlights include German Trade Balance (May), US Initial Jobless Claims (Jul/04), Existing Home Sales (Jun), ECB Minutes (Jun), Banxico Minutes (Jun), Speakers include Fed's Williams, Logan, BoE's Breeden, Supply from the US and Earnings from PepsiCo.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ray and Joe D.
New Principal in Bristol

Ray and Joe D.

Play Episode Listen Later Jul 9, 2026 7:26


Reporter with the Bristol Edition, Mike Chaiken joins us to talk about the BOE meeting last night that voted for a new principal at Bristol Central High School and some people aren't happy.

Ransquawk Rundown, Daily Podcast
US Market Open: Energy benchmarks firm as IRGC strikes vessels in Strait of Hormuz; NQ underperforms with semis hit post-Samsung

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 7, 2026 2:17


Iran's IRGC fired at least two missiles at ships in the Strait of Hormuz, Axios reported, citing a US official. It was separately reported that one was a Qatari LNG tanker. Brent Sept'26 +1.2%.Fars reported that the Qatari tanker attempted to pass through the Omani route and ignored repeated warnings.Iranian Foreign Minister Araghchi said negotiations on a final deal will not commence if threats continue.Global tech stocks fall after Samsung Electronics (-6.9%) shares plummeted post-earnings; NQ -1%.DXY is incrementally firmer, JPY marginally outperforms after a Japanese official pushed back on reports that the government is urging the BoJ to lower interest rates.Looking ahead, highlights include US ADP Employment Change Weekly, Trade Balance (May), New York Fed SCE (Jun), Atlanta Fed GDP (Q2), Canadian Trade Balance (May), Ivey PMI (Jun), EIA STEO (Jul), NATO Ankara Summit. Supply from the US. Speakers include BoE's Mann.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for a weaker open as KOSPI slumps post-Samsung

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 7, 2026 1:42


Iran's IRGC fired at least two missiles at ships in the Strait of Hormuz, Axios reported, citing a US official. It was separately reported that one was a Qatari LNG tanker.Fars reported that the Qatari tanker attempted to pass through the Omani route and ignored repeated warnings.Iranian Foreign Minister Araghchi said negotiations on a final deal will not commence if threats continue.KOSPI slumped following post-earnings losses in Samsung Electronics (-9.7%). Co. topped forecasts, but failed to calm fears surrounding elevated valuations. European equity futures are indicative of a weaker open.DXY is incrementally firmer, whilst the JPY marginally outperforms after a Japanese official pushed back on reports that the government is urging the BoJ to lower interest rates.Looking ahead, highlights include German Industrial Production (May), French Trade Balance (May), US ADP Employment Change Weekly, Trade Balance (May), New York Fed SCE (Jun), Atlanta Fed GDP (Q2), Canadian Trade Balance (May), Ivey PMI (Jun), EIA STEO (Jul), NATO Ankara Summit. Supply from the UK, Germany and the US. Speakers include BoE's Mann.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: US equity futures firm, USD attracts carry demand to the detriment of low-yielders

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 6, 2026 1:49


Islamabad is the more likely option for the next round of US-Iran technical talks, with July 11th expected to be the date, Fox reported.OPEC+ agreed to raise output targets by an additional 188k bpd, in line with the group's plan to reverse output curbs.European equity futures trade tentatively; US equity futures are indicative of a stronger open, NQ +1%.G10s are mostly lower against the USD. USD/JPY continues to rise, and sits back above the 162.30 mark.Fixed benchmarks trade with very mild gains, with USTs awaiting ISM Services.Looking ahead, highlights include US S&P Services/Composite PMI Final (Jun), and ISM Services PMI (Jun). Speakers include Fed's Waller, BoE's Mann, ECB's Schnabel, Lagarde and Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for quiet open with newsflow light; USD/JPY remains on intervention watch

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 6, 2026 1:58


Asia-Pac stocks initially started the session with broad gains, but later reversed. Crude futures started the week on the back foot.Islamabad is the more likely option for the next round of US-Iran technical talks, with July 11th expected to be the date, Fox reported.OPEC+ agreed to raise output targets by an additional 188k bpd, in line with the group's plan to reverse output curbs.Ship-tracking data showed that at least 8 ships attempting to leave the Strait of Hormuz turned back, with the reasons unknown.European equity futures are indicative of a flat/slightly softer open with the Euro Stoxx 50 futures down 0.1% after cash closed +0.8% on Friday.Looking ahead, highlights include German Factory Orders (May), EU Retail Sales (May), US S&P Services/Composite PMI Final (Jun), and ISM Services PMI (Jun). Speakers include Fed's Waller, BoE's Mann, ECB's Schnabel, Lagarde and Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: KOSPI (+4.8%) rebounds from recent losses, and European equity futures indicative of a firmer open; USD/JPY holds near recent lows

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 3, 2026 2:13


US President Trump warned that Iran has some missiles left and that they could wipe those out. It was separately suggested that Trump made it clear Iran cannot impose fees on the Strait of Hormuz.APAC stocks gained, with strength seen in the KOSPI (+4.6%); European equity futures are indicative of a slightly firmer open.DXY traded subdued at around 100.70; USD/JPY holds just above the 161.00 mark, taking a breather following recent pressure.US and China are moving towards reducing tariffs on each other's agricultural products, Semafor reported.Highlights include Global S&P Services/Composite PMI Final (Jun), BoE DMP (Jun), Speakers including ECB's Lagarde & BoE's Bailey.Holiday: US Independence Day. Newsquawk audio and headline service will stop at 18:15BST/13:15EDT, however, Newsquawk widgets will continue to function as usual.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The GlobalCapital Podcast
Banks beefing up buy-backs as sterling market anticipates bright future

The GlobalCapital Podcast

Play Episode Listen Later Jul 3, 2026 33:42


Send us Fan Mail◆ Clean-up calls set to change how banks manage senior debt ◆ The Bank of England's SSA bond booster ◆ What is behind booming corporate bond issuance in sterlingA lot of expensive bank bonds, issued when rates and inflation were high and spreads wide, have call dates coming up, meaning issuers will be keen to replace them with cheaper debt at current market prices. To do so, they may completely change how they deal with investors when they do buy-backs. Many of these bonds contain what is known as a clean-up call, which allows the issuer to redeem the rest of the bonds at par once it has competed a tender offer for them, but usually only if it has managed to buy back more than a threshold amount. This puts investors into a dilemma because the price they will be offered in the tender will most likely be better than where they can sell the bonds in the secondary market and what they will get if their bonds are taken back in the clean-up call. It's a technique more commonly used in US markets, and for sub-benchmark sized or subordinated European bank bonds. But now the stakes are being raised as the market contemplates its use in replacing expensive, benchmark-sized senior bonds from issuers that rely on wholesale bond funding. We explore what is at stake for issuers and investors alike.Meanwhile, the Bank of England has started to accept a wider range of public sector bonds as collateral. This will boost the bank treasury bid for sterling SSA bonds. We discuss which new issuers it might attract to the market.Finally, corporate sterling bond issuance has been on a tear this year. We look at who has been issuing, who hasn't, and what the pipeline looks like for the rest of the year.Now read on: Senior bond buy-backs herald new era for European FIG marketSterling SSA issuers rush the queue as BoE repo change beckons new namesIG corporate bond market eyes rebound in sterling issuance

Ransquawk Rundown, Daily Podcast
US Market Open: DXY slips below 101.00, weighed on by possible JPY intervention; US jobs report awaits

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 2, 2026 2:02


Qatar and Pakistan mediators concluded separate meetings with US and Iranian negotiators in Doha, highlighting positive progress on issues related to the Islamabad MoU.US equity futures trade mixed, with the NQ weighed by tech selling in South Korean stocks.DXY slips below the 101.00 handle, as the JPY strengthens on possible intervention.Fixed income benchmarks trade on the softer side heading into the US jobs report; NFP expected at 110K.Crude benchmarks continue to trade lower, Brent -1.5%.Looking ahead, highlights include US Jobs Report (Jun), Initial Jobless Claims, Speakers including ECB's Cipollone, BoE's Mann and Fed's Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Squawk Box Europe Express
European and U.S. equities post best quarter since 2020

Squawk Box Europe Express

Play Episode Listen Later Jul 1, 2026 27:37


Europe and Wall Street notch their best quarter since 2020 with tech and A.I. stocks leading the gains. The energy sector continues to suffer amid Middle East uncertainty. The euro zone's largest economies see June inflation slowing but Bank of England governor Andrew Bailey tells CNBC he is frustrated the conflict with Iran is still keeping prices high. We are live at the ECB Forum in Sintra hosting a headline panel. New Federal Reserve Chairman Kevin Warsh is due to speak as well. U.S. peace envoys Jared Kushner and Steve Witkoff arrive in Doha for negotiations but direct talks with Iran remain off the agenda for now. Meanwhile, Tehran says it is selling oil with a 20 per cent mark-up following the reopening of the Strait of Hormuz. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

El Recuento Podcast
¡HISTÓRICO! WhatsApp ACTIVA UNA ESPERADA función | El Recuento

El Recuento Podcast

Play Episode Listen Later Jul 1, 2026 18:45


Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcial Índice:00:00 Intro y Encuesta pasada02:05 Despliegue flexible: Gran filtración expone las especificaciones del Galaxy Z Fold 8 y las fundas del Z Flip 805:53 Vulnerabilidades de red: Investigadores descubren tres fallos críticos que tumban AirDrop y Quick Share de forma remota08:15 Estrategia de componentes: Se caen las negociaciones entre Samsung y BOE para las pantallas del Galaxy S2711:05 Filtración histórica: Hackeo masivo a Tata Electronics expone al iPhone 18 Pro en videos de caída y revela colores14:17 Privacidad en mensajería: WhatsApp inicia de forma oficial el despliegue global para reservar nombres de usuario únicosSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

A vivir que son dos días
Corresponsales | Una 'mili woke' para hacer país

A vivir que son dos días

Play Episode Listen Later Jun 27, 2026 47:02


Repasamos la actualidad de la semana con Ana Fuentes, Hans-Günter Kellner, Mathieu de Taillac, Sarah Morris e Íñigo Domínguez. Sumamos a la conversación al politólogo y analista internacional Jorge Tamames, que publica 'Algo que hicimos juntos' (Lengua de trapo, 2026), ensayo ganador del II Premio Utopías que caben en el BOE en el que plantea la posibilidad de establecer un servicio civil obligatorio y universal, pero no militar. 

Squawk Box Europe Express
Chip stocks feed Asia rally

Squawk Box Europe Express

Play Episode Listen Later Jun 25, 2026 30:18


Equities in Asia are boosted by the chip sector through positive earnings from Micron and SK Hynix's announcement it plans a $30bn listing on the Nasdaq. Brent dips to levels last seen before the conflict in the Gulf as the Strait of Hormuz reopens. Futures indicate the world may soon be facing an oil glut. UK Prime Minister in waiting Andy Burnham is reportedly planning an overhaul of No.10 and the Treasury as part of his economic reform agenda. He is also seeking to overhaul the Bank of England's mandate to push more demand on growth. 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
EU Market Open: Europe primed for quiet open, NQ rebounds into Micron earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 24, 2026 1:49


US President Trump reiterated that they are making a deal with Iran and will see how it goes. Though he pushed back on Iranian claims that there will be no IAEA inspectors at their nuclear facilities. Brent Aug'26 -0.8%.US Secretary of State Rubio said the Lebanon file is separate from the agreement with Iran and that the US will deal directly with the Lebanese government. He added that Iran will not able to charge tolls when a final deal is agreed upon.Israeli Ambassador to the US said Israel-Lebanon talks over the ceasefire are a "train wreck".APAC stocks traded mixed, whilst European equity futures are indicative of a slightly weaker open.DXY extends higher and trades towards 101.50, USD/JPY holds around 161.60.Looking ahead, highlights include German Ifo (Jun), Riksbank Minutes (Jun), BoC Minutes (Jun), Fed Bank Stress Test Report.Speakers including RBA's Hauser, BoE's Breeden & Dhingra, BoC's Rogers, ECB's Cipollone, Supply from UK, Italy, Germany & US, Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for a lower open with Kospi -5%; Antipodeans lag in quiet newsflow

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 23, 2026 2:07


Mixed US handover continued into APAC before performance deteriorated, KOSPI -5% as the regions chip/tech momentum unwinds.European futures point to a lower open, Euro Stoxx 50 -0.9%.Crude relatively contained after Monday's pressure. US President Trump said they are negotiating with Iran and will see how it goes.DXY firmer to the modest detriment of peers, Antipodeans lagged given the broader risk tone.Fixed benchmarks extended marginally on Monday's advance, though action was choppy and rangebound.Looking ahead, highlights include Global Flash PMIs (Jun), US ADP Employment Change Weekly, Richmond Fed Index (Jun), BCB Minutes (Jun), NBH Policy Announcement, Speakers including ECB's Lane, Elderson & Vujcic, BoE's Taylor & Dhingra, Supply from Netherlands, Germany & US, Earnings from FedEx. Note, Iranian President Pezeshkian is in Pakistan.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: USD attracts haven demand after hefty KOSPI losses; NQ -2.5%

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 23, 2026 2:20


Tech rout leads stocks lower; KOSPI declined c. 10%, which has weighed on the NQ -2.3%.Focus remains on the US-Iran situation; Brent Aug'26 -0.4%. The Lebanon-Israel situation appears to be flaring up, with recent fatalities reported in Lebanon by Israeli gunfire.USD attracts haven demand as tech sells off; Antipodeans underperform, GBP awaiting further Burnham/Chancellor updates.Fixed benefits from modest energy downside and traditional haven allure; PMI commentary points to a possible peak in price pressures.Looking ahead, highlights include Global Flash PMIs (Jun), US ADP Employment Change Weekly, Richmond Fed Index (Jun), BCB Minutes (Jun), NBH Policy Announcement, Speakers including ECB's Elderson & Vujcic, BoE's Taylor & Dhingra, Supply from the US, Earnings from FedEx. Note, Iranian President Pezeshkian is in Pakistan.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

At Any Rate
Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)

At Any Rate

Play Episode Listen Later Jun 19, 2026 11:59


In this podcast, Francis Diamond and Khagendra Gupta discuss the Riskbank, Norges Bank and BoE meetings this week and also talk (again) about the latest developments in UK politics following the Makerfield by-election.    This podcast was recorded on 19 June 2026. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5341115-0, https://www.jpmm.com/research/content/GPS-5339725-0 and https://www.jpmm.com/research/content/GPS-5341244-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

The MUFG Global Markets Podcast
FX Crosscurrents: The Impact of Global Central Bank Decisions

The MUFG Global Markets Podcast

Play Episode Listen Later Jun 19, 2026 17:57


After a busy week of central bank meetings, Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Nico Jan Thiesen, Global Client Sales to discuss the implications for the FX markets. The Fed meeting impact on the dollar, the BoJ impact on the yen and the BoE impact on the pound are discussed as are the implications for EUR cross currency risks given the potential for moves in the US dollar.

El Recuento Podcast
YA DISPONIBLE: Android 17 empieza a llegar en actualización | El Recuento

El Recuento Podcast

Play Episode Listen Later Jun 19, 2026 23:07


Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcialÍndice00:00 Intro y Encuesta pasada02:51 Galaxy S27: Filtraciones apuntan a pantallas de BOE y Samsung confirma el Exynos 2700 de 2nm05:50 Debut oficial del Honor 600 Smart 5G con 7,700 mAh y el premium Watch 609:49 Sony LYTIA L910: Presentan el primer sensor móvil de Sony con arquitectura cinematográfica LOFIC12:20 Llegan las nuevas Surface Pro y Surface Laptop potenciadas por los chips Snapdragon X214:34 Memorias LLW reemplazarán LPDDR para IA local18:10 Android 17 Estable: Google inicia el despliegue oficial con mejoras brutales en multitarea y seguridadSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

Ransquawk Rundown, Daily Podcast
US Market Open: DXY marks post-FOMC highs; SNB and Norges Bank as expected, BoE ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 18, 2026 2:10


The Swiss government confirms that the plan still stands for the US, Iran, Pakistan and Qatar to meet on Friday in Switzerland to commence talks. Furthermore, Al Hadath added that the talks will include the legal aspects related to lifting Iranian sanctions, the issue of frozen funds and the Iranian nuclear file. A Lebanese source also stated that negotiations will discuss Israel's withdrawal along with a timetable for the experimental zone.SNB and Norges Bank leave their respective rates unchanged, as expected. The SNB highlighted increased readiness for FX intervention, while the Norges Bank stated a higher likelihood of near-term rate hikes. US equity futures pare post-Fed losses, with NQ outperforming as US President Trump announced AAPL-INTC collaboration.DXY hold onto post-FOMC bid, GBP to digest BoE and by-election, CHF softer following increased SNB intervention.Fixed income benchmarks mixed; energy benchmarks softer following MoU signing (Brent -1.8%).Looking ahead, highlights include Canadian PPI (May), US Initial Jobless Claims (Jun/13), New Zealand Trade Balance (May), BoE Policy Announcement, CNB Policy Announcement, UK Makerfield by-election, Speakers including ECB's Elderson, Cipollone & Lane, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Nomura Podcasts
The Week Ahead - Not Rocking the Boat

Nomura Podcasts

Play Episode Listen Later Jun 12, 2026 27:20


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

Desde el reloj
Vuelta a resintonizar la TDT (DVB-T2)

Desde el reloj

Play Episode Listen Later Jun 12, 2026 7:52


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

Macro Minutes
Going for a hike!

Macro Minutes

Play Episode Listen Later Jun 12, 2026 12:33


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

Ransquawk Rundown, Daily Podcast
US Market Open: US futures continue declines, NQ underperforms in post-AVGO sell-off into NFP

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 5, 2026 2:07


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for a quiet open, Stateside futures lower into NFP

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 5, 2026 2:24


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

Law and Chaos
Ep 229 — Judicial Warfare

Law and Chaos

Play Episode Listen Later Jun 4, 2026 57:32


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for a quiet open as Crude pulls back from recent highs

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 4, 2026 2:16


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

Ransquawk Rundown, Daily Podcast
US Market Open: Dollar and Crude pull back, ES and NQ weighed on by AVGO and CRWD earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 4, 2026 2:16


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for a firmer open amid pullback in Crude benchmarks; JOLTS due

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 2, 2026 2:09


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

Ransquawk Rundown, Daily Podcast
US Market Open: Equities broadly supported following constructive US-Iran comments

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 2, 2026 2:00


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

Nomura Podcasts
The Week Ahead - The Final Countdown

Nomura Podcasts

Play Episode Listen Later May 29, 2026 25:20


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Bourses firm modestly as crude remains towards recent lows on US-Iran optimism

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 29, 2026 1:54


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

Ransquawk Rundown, Daily Podcast
US Market Open: USD and Energy firm, but off highs in thin newsflow after US-Iran flare-up

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 28, 2026 2:16


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for lower open with crude firming as US and Iran continue to exchange fire

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 28, 2026 2:28


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for a lower open with NVIDIA lower post-earnings and Crude rebounding modestly after hefty losses

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 21, 2026 2:27


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

Ransquawk Rundown, Daily Podcast
US Market Open: Indices broadly lower as energy rebounds, NVIDIA a touch firmer post-earnings

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 21, 2026 2:24


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for a lower open amid lack of progress in US/Iran; hefty speaker slate + NVIDIA earnings due

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 20, 2026 2:23


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

Ransquawk Rundown, Daily Podcast
US Market Open: NQ +0.8% into NVIDIA earnings and as Brent moves below $110/bbl; FOMC minutes ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 20, 2026 2:53


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

Ransquawk Rundown, Daily Podcast
EU Market Open: DXY a touch lower, Bourses set for a modestly firmer open as Trump delays strikes on Iran

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 19, 2026 2:16


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

Ransquawk Rundown, Daily Podcast
US Market Open: Constructive US/China summit boosts ES and NQ, US said to approve some H200 chip sales, NVDA +2%; US data/Fed speak ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 14, 2026 3:01


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe set for a positive open as US said to approve some NVIDIA H200 sales to China; eyes on UK politics

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 14, 2026 3:15


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

FT News Briefing
War, inflation and how central banks are handling it all

FT News Briefing

Play Episode Listen Later May 1, 2026 11:58


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