Podcasts about Boj

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Best podcasts about Boj

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Latest podcast episodes about Boj

Ransquawk Rundown, Daily Podcast
European Opening News: Nikkei 225 rallied, JPY fell and the JGB curve steepened on Takaichi's victory

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 6, 2025 6:09


APAC stocks began the week mixed amid several holiday closures throughout the week and the ongoing US government shutdown.Nikkei 225 rallied, JPY fell and the JGB curve steepened amid hopes of fiscal loosening and a delay to BoJ policy normalisation following Sanae Takaichi's LDP leadership victory.Crude futures gained after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Israel and Hamas are preparing for mediated negotiations on Monday in Egypt; hopes for a ceasefire have increased.NEC Director Hassett commented that mass layoffs of federal workers will begin if President Trump sees that shutdown talks are going nowhere.Looking ahead, highlights include EZ Construction PMI (Sep), Sentix (Oct), Retail Sales (Aug), US Employment Trends (Sep), New Zealand NZIER (Q3), BoE's Bailey, ECB's de Guindos, Lane, Escriva & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The MUFG Global Markets Podcast
Yen volatility, the BoJ and the Fed

The MUFG Global Markets Podcast

Play Episode Listen Later Oct 3, 2025 16:42


The US dollar is marginally lower this week (-0.5%) with the economic data that was released this week confirming still weakening labour market conditions. Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to James Roulston Institutional FX Sales about the LDP leadership election taking place on Saturday and the implications for BoJ policy and the yen going forward. In addition Derek discusses with James the implications of the ongoing government shutdown running into the FOMC meeting later this month.

Ransquawk Rundown, Daily Podcast
European Opening News: European futures higher and Trump delays pharma tariffs

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 2, 2025 5:21


APAC stocks were firmer, with gains across the board following a positive handover from Wall Street, where tech outperformed, whilst the US jobs reports this week look set to be delayed after CR votes failed again on Wednesday, as expected.Fitch said a US government shutdown does not have near-term implications for the ‘AA+'/stable US sovereign rating; S&P estimated the shutdown could reduce GDP growth by 0.1–0.2 ppts per week.10yr JGB futures came under pressure after the 10yr JGB auction, which printed a lower cover ratio than the prior sale and followed the recent 2yr JGB auction that saw the weakest cover ratio since 2009.The US will provide Ukraine with intelligence for missile strikes deep inside Russia, and US officials are asking NATO allies to provide similar support, via WSJ.Looking ahead, highlights include Swiss CPI (Sep), EZ Unemployment (Aug), US Challenger Layoffs (Sep), BoJ's Uchida, Fed's Logan, ECB's de Guindos, BoC's Mendes, Supply from Spain, France, and the UK.Due to the US government shutdown, the following US data will not be released: Weekly Claims, Factory Orders (Aug), Durable Goods Rev. (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Opening News: DXY lower, USTs contained & US futures higher into a thin data docket

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 2, 2025 4:16


European bourses are mostly higher as the solid start to the quarter continues, Euro Stoxx 50 +1.3%; US futures marginally extend on Wednesday's gains, ES +0.3%DXY currently lower for a 5th consecutive session, peers modestly firmer across the board with JPY leadingEGBs softer into supply but despite mixed/tepid taps the complex has lifted back to initial marginal peaks, USTs flat with the docket thinner than usualCrude began firmer but has since pulled back to lows despite a lack of newsflow, spot gold has taken a slight breather while base metals remain underpinnedLooking ahead, highlights include US Challenger Layoffs (Sep), Chicago Fed BLS Unemployment forecast, BoJ's Uchida, Fed's Logan, ECB's de Guindos, BoC's MendesDue to the US government shutdown, the following US data will not be released: Weekly Claims, Factory Orders (Aug), Durable Goods Rev. (Aug)Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
European Opening News: US gov't shuts down & OPEC rejects 500k reports

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 1, 2025 5:09


APAC stocks traded mixed following modest gains on Wall Street, with focus on the length of the US government shutdown after the Senate rejected the House-passed CR, whilst Chinese participants were away for Golden Week.The Senate has rejected the House-passed CR (as expected), cementing a shutdown, while House and Senate GOP leaders will hold a 10 a.m. (15:00 BST) news conference Wednesday, according to Politico, citing sources.BoJ Tankan Survey came in mixed and not strong enough to trigger hawkish repricing. Pricing tilted incrementally dovish as the dust settled, with a BoJ official noting firms were divided on the impact of US tariffs.The OPEC Secretariat firmly rejected media reports alleging that the OPEC-8 countries are planning to increase production by 500k bpd, calling the claims wholly inaccurate and misleading. Looking ahead, highlights include EZ & UK Final Manufacturing PMI (Sep), EZ Flash HICP (Sep), US ADP (Sep), ISM Manufacturing (Sep), Atlanta Fed GDP, BoC Minutes, Fed's Barkin, ECB's Elderson, de Guindos, Rehn, BoC's Rogers, supply from UK and Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Thoughts on the Market
Tackling Economic Hurdles in Europe and Asia

Thoughts on the Market

Play Episode Listen Later Sep 30, 2025 12:53


Morgan Stanley's chief economists discuss how policymakers in China, Japan and the European Union are addressing slower growth, deflation or the return of inflationary pressures. Read more insights from Morgan Stanley.----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Well, a lot has changed since the second quarter and the last time we did one of these around the world economics roundtable. After an extended pause, the United States Federal Reserve started cutting rates again. Europe's recovery is showing, well, some mixed signals. And in Asia, there's once again increasing reliance on policy support to keep growth on track.Today for the first part of a two-part conversation, I'm going to engage with Chetan Ahya, our Chief Asia economist, and Jens Eisenschmidt, our Chief Europe economist, to really get into a conversation about what's going on in the economy around the world.It's Tuesday, September 30th at 10am in New York.Jens Eisenschmidt: And 4pm in Frankfurt.Chetan Ahya: And 10pm in HongSeth Carpenter: So, it's getting to be the end of the third quarter, and the narrative around the world is still quite murky from my perspective. The Fed has delivered on a rate cut. The ECB has decided that maybe disinflation is over. And in Asia, China's policymakers are trying to lean in and push policy to right the wrongs of deflation in that economy.I want to get into some of the real hard questions that investors around the world are asking in terms of what's going on in the economy, how it's working out, and what we should look for. So, Chetan, if I can actually start with you. One of the terms that we've heard a lot coming out of China is the anti-involution policy.Can you just lay out briefly for us, what do we mean when we say the anti-involution policy in China?Chetan Ahya: Well, the anti-evolution policy is a response to China's excess capacity and persistent deflation challenge. And in China's context, involution refers to the dynamic where producers compete excessively, resulting in aggressive price cuts and diminishing returns on capital employed. And look, at the heart of this deflation challenge is China's approach of maintaining high real GDP growth with more investment in manufacturing and infrastructure when aggregate demand slows. And in the past few years, policy makers push for investment in manufacturing and infrastructure to offset the sharp slow down in property sector.And as a result, a number of industry sectors now have large excess capacities, explaining this persistent deflationary environment. And after close to two and a half years of deflation, policy makers are recognizing that deflation is not good for the corporate sector, households and the government. And from the past experience, we know that when policymakers in China signal a clear intention, it will be followed up by an intensification of policy efforts to cut capacity in select sectors. However, we think moving economy out of deflation will be challenging. These supply reduction efforts may be helpful but will not be sufficient on their own. And this time for a sustainable solution to deflation problem, we think a pivot is needed – supporting consumption via systematic efforts to increase social welfare spending, particularly targeted towards migrant workers in urban China and rural poor. But we are not optimistic that this solution will be implemented in scale.Seth Carpenter: So that makes sense because in the past when we've been talking about the issue of deflation in China, it's essentially this mismatch between the amount of demand in the economy not being sufficient to match the supply. As you said, you and your team have been thinking that the best solution here would be to increase demand, and instead what the policymakers are doing is reducing supply.So, if you don't think this change in policy, this anti-evolution policy is sufficient to break this deflation cycle – what do you see as the most likely outcome for economic growth in China this year and next?Chetan Ahya: So, this year we expect GDP growth to be around 4.7 percent, which implies that in the back half of the year you'll see growth slowing down to around 4.5 percent because we already grew at 5.2 in the first half. And, going forward we think that, you know, you should be looking more at normal GDP growth set because as we just discussed deflation is a key challenge.So, while we have real GDP growth at 4.7 for 2025, normal GDP growth is going to be 4 percent. And next year, again, we think normal GDP growth will be in that range of 4 percent.Seth Carpenter: That whole spiral of deflation – it's sort of interesting, Japan as an economy has broken that sort of stagnation or disinflation spiral that it was in for 25 years. We've been writing for a long time about the reflation story going on in Japan. Let me ask you, our forecast has been that the reflationary dynamic is there. It's embedded, it's not going away anytime. But, on the other hand, we basically see the Bank of Japan as on hold, not just for the rest of this year, but for all of next year as well.Can you let us know a little bit about what's going on with Japan and why we don't think the Bank of Japan might raise interest rates anytime soon?Chetan Ahya: So, Seth, at the outset, we think BoJ needs still some more time to be sure that we are on that virtuous cycle of rising prices and wages. Yes, both prices and wages have gone up. But it is very clear from the data that a large part of this rise in prices can be attributed to currency depreciation and supply side factors, such as higher energy prices earlier, and food prices now. And similarly, currency depreciation has also played a role in lifting corporate profits, which then has allowed the corporate sector to increase wages.So, if you look at the drivers to rise in prices and wage growth as of now, we think that demand has not really played a big role. To just establish that point, if you look at Japan's GDP, it's just about 1 percent higher than pre-COVID on a real basis. And if you look at Japan's consumption, real consumption trend, it's still 1 percent below pre-COVID levels.So, we think BoJ still needs more time. And just to add one more point on this. BoJ is also conscious about what tariffs will do to Japan's exports, and economy; and therefore, they want to wait for some more time to see the evidence that demand also picks up before they take up a policy rate hike.Seth Carpenter: So, one economy in deflation and policy is probably not enough to prevent it. Another economy that's got reflation, but a very cautious central bank who wants to make sure it continues. Jens, let's pivot now to Europe because at the last policy meeting, President Lagarde of the ECB said pretty, pretty strongly that she thinks the disinflationary process in Europe has come to an end. And that the ECB is basically on hold at this point going forward.Do you agree with her assessment? Do you think she's got it right? You think she's got it wrong? How could she be wrong, if she's wrong? And what's your outlook for the ECB?Jens Eisenschmidt: Yeah, there a ton of questions here. I think I was also struck by the statement as you were. I think there is probably – that's at least my interpretation – a reference here to – Okay, we have come down a long way in terms of inflation in the Euro area. Rather being at 10 percent at some point in the past and now basically at target. And we think; I mean, we just got the data actually, for September in. It's more or less in line with what we had expected up again to 2.3. But that's really it. And then from here it's really down.Very good reasons to believe this will be the case. We have actually inflation below target next year, and the ECB agrees. So that's why I think she can't have made reference to what Liza had because the ECB itself is predicting that inflation from here will fall. So, I think it's really probably rather description of the way traveled. And then there may be some nuances here in the policy prescription forward.So, for now we think inflation will undershoot the target. And we think this undershoot has good chances to extend well into the medium term. So that's the famous 2027 forecast. The ECB in its last installment of the forecast in September doesn't disagree. Or it's actually, in theory at least, in agreement because it has a 1.9 here for 2027. So, it's also below target.But when asked about that at the press conference, the President said, yes, it's actually, very close to 2. So, it really cannot be really distinguished here. So, from that perspective, policy makers probably want to wait it out. In particular for the October meeting, which is not a forecast meeting, we don't expect any change.And then the focus of attention is really on the December meeting with the new forecast. What will 2028 show in their forecast for inflation? And will the 1.9 in [20]27 actually be rather 1.8? In which case I think the discussion on further cuts will heat up. We have a cut for December, and we have another one for March.Seth Carpenter: Of course, very often one of the things that drives inflation is overall economic growth and a key determinant of economic growth tends to be fiscal policy. And there we've got two big economies very much in the headlines right now. Germany, on the one hand, with plans to increase spending both on infrastructure and on defense spending. And then France, who's seen lots of instability, shall we say, with the government as they try to come up with a plan for fiscal consolidation.So, with those two economies in mind, can you walk us through what is the fiscal outlook for Germany, in particular? Is it going to be enough to stimulate overall growth in Europe? And then for France, are they going to be able to get the fiscal consolidation that they're looking for? How do you see those two economies evolving in terms of fiscal policy?Jens Eisenschmidt: Yeah, it's of course neither black or white, as you know. I think here we really look into the German case specifically, as the clear case where fiscal stimulus will happen. It may just not happen as quickly, and it's a very trade open economy. So, it's very much exposed to the current headwinds coming out of China for one. Or also U.S. tariffs. So, from that we conclude our net-net is actually, yes, there is textbook fiscal stimulus. So, basically domestic demand replacing less foreign demand.So that's fine, but just not enough. We see essentially better growth in Germany, but that's more cyclically driven. But it was; it just would not be enough for what you would normally think given the size of the fiscal stimulus, which is enormous. But it will also take some time, this fiscal stimulus to unfold.On the other side in France, as you rightly ask, how much consolidation are we going to get? I think the answer has to be very likely less than what the last – or the previous Prime Minister has had planned. So, all in all, that gets us into a situation of a country that lacks a clear economic policy structure, a clear governance structure; tries to – on a very fragile parliamentary majority – tries to consolidate the budget. Probably gets less consolidation going forward than what would be desirable. And, you know, here is sort of – not really...It's been muddling through a little bit. This is probably a good description of the approach here in France, and we actually have on the lack of a clear economic policy agenda and still some fiscal consolidation. We have actually lackluster growth in France for this year and next.Seth Carpenter: Okay, so what I'm hearing you saying is inflation seems likely to come down and probably undershoot their target causing President Lagarde and the ECB to reconsider how many cuts they're going to do. And then growth probably isn't going to be as stimulated by fiscal policy as I think lots of people in markets are hoping for.Chetan, Jens, thanks for joining us.And to the listeners, thank you for listening. Be sure to turn in tomorrow where I'm going to put Michael Gapen, Morgan Stanley's Chief U.S. Economist on the hot seat, talk about the U.S. and maybe one or two more economies around the world.And if you enjoy this show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.

Ransquawk Rundown, Daily Podcast
European Opening News: White House announce new tariffs and government shutdown looms

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 30, 2025 4:46


APAC stocks traded flat/mixed following a mostly but modestly firmer handover from Wall Street, with focus on the looming US government shutdown and the possibility of delayed NFP. Meanwhile, the White House announcement of further tariff details overnight capped upside in sentiment.The White House announced tariffs, including a 10% levy on timber and lumber from 14th October, alongside 25% duties on cabinets and vanities, with further hikes on cabinets and upholstered furniture set for 1st January unless trade deals are reached.Punchbowl's Sherman said that from listening to Schumer, Jeffries, and Vance, it does not sound like there was a breakthrough in the meeting, adding that a shutdown is around the corner.BoJ Summary of Opinions noted one member suggested it may be time to consider raising the policy interest rate again, while another said the BoJ gains more information on the US outlook by waiting, and one argued the Bank should maintain accommodative conditions at this point.RBA maintained its Cash Rate at 3.60%, as expected, in a unanimous decision, noting that the decline in underlying inflation has slowedLooking ahead, highlights include UK GDP (Q2), French CPI Prelim (Sep), German CPI Prelim (Sep), Italian CPI Prelim (Sep), US Consumer Confidence, JOLTS Job Openings. Speakers include RBA's Bullock, ECB's Lagarde, Cipollone, Elderson, Fed's Logan, Jefferson, Goolsbee, BoE's Lombardelli, Mann, Breeden. Earnings from Nike, Lamb Weston.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Opening News: US futures firmer whilst USD pulls back. Tariffs & potential shutdown in focus.

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 29, 2025 5:35


A firmer start to the week for equities, Euro Stoxx 50 +0.3%, ES +0.5%; focus on a packed labour market agenda for the week and the looming US gov't shutdown.President Trump will be meeting with congressional leaders at 20:00BST/15:00ET; ahead of this, Trump has said if the Democrats refuse to make a deal "the country closes".USD pulling back from last week's data induced gains, JPY leads into a packed week and supported by BoJ's Noguchi. EUR & GBP also firmerFixed benchmarks in the green, Bunds lead after mostly cooler-than-expected Spanish flash figures, Gilts await Chancellor ReevesCrude curtaield by OPEC+ production reports, XAU at another ATH, Copper posting modest gainsLooking ahead, highlights include ECB's Cipollone, Muller, Kazaks, Schnabel, Lane, BoE's Ramsden, Fed's Waller, Hammack, Musalem, Williams, Bostic. Events include Bank of Israel Announcement, Labour Party Conference (29th Sept - 1st Oct). Earnings from Jefferies, Carnival.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Host Lucie Výborné
„Je-li to kopyto, platí to – pro mě bylo šokující,“ říká Aneta Kostka. Bádá nad původy slov a rčení

Host Lucie Výborné

Play Episode Listen Later Sep 26, 2025 24:43


Moderátorka a influencerka Aneta Kostka ve svých krátkých videích na sítích vysvětluje původ slov a rčení. Poté dostala nabídku sepsat na základě získaných informací knihu a vyšla její publikace Co to meleš. Je podle ní jedním z úkolů influencerů i vzdělávat? „Bojím se, že ne,“ směje se. „Ale bylo by skvělé, kdyby to tak bylo,“ dodává. Nejen o tom, jak vzniklo úsloví „nedělej Zagorku“, si Aneta Kostka povídala s Janem Pokorným.Všechny díly podcastu Host Lucie Výborné můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Radiožurnál
Host Lucie Výborné: „Je-li to kopyto, platí to – pro mě bylo šokující,“ říká Aneta Kostka. Bádá nad původy slov a rčení

Radiožurnál

Play Episode Listen Later Sep 26, 2025 24:43


Moderátorka a influencerka Aneta Kostka ve svých krátkých videích na sítích vysvětluje původ slov a rčení. Poté dostala nabídku sepsat na základě získaných informací knihu a vyšla její publikace Co to meleš. Je podle ní jedním z úkolů influencerů i vzdělávat? „Bojím se, že ne,“ směje se. „Ale bylo by skvělé, kdyby to tak bylo,“ dodává. Nejen o tom, jak vzniklo úsloví „nedělej Zagorku“, si Aneta Kostka povídala s Janem Pokorným.

HausboTalk Petra Horkého
Horolezec HONZA TRÁVA TRÁVNÍČEK: "Rakovina mě zpomalila – a možná mi zachránila život."

HausboTalk Petra Horkého

Play Episode Listen Later Sep 25, 2025 29:59


Honza Tráva Trávníček je horolezec, který má na kontě šest osmitisícových vrcholů, napůl žije v Nepálu a také jsem ho pozval ke spolupráci na posledních přednáškách Reinholda Messnera v České republice. Setkali jsme se proto, aby mi pověděl svůj pohled a svoje informace o současných nepokojích v Nepálu, ale také jsem vyzkoušel sílu našeho kamarádství, když jsme začal ptát na zdraví, osobní život i motor, co jej žene do hor. Taky milujete hory? Co vás tam vlastně táhne?To je na volných platformách vše, pokud chcete i druhou půlku rozhovoru a bonus v podobě Trávových rad s nejzajímavějšími místy Nepálu, pojďte na https://herohero.co/petrhorkySupport the show

Podcasty HN
Zlato se blíží hranici 4000 tisíce dolarů za unci. Přestávají lidé věřit ve státní měny nebo se bojí další krize?

Podcasty HN

Play Episode Listen Later Sep 24, 2025 24:53


Ranní brífink Patrika Saláta: Zlato v letošním roce dobývá stále nová a nová historická maxima. Bojí se investoři, že přijde ekonomická krize nebo přestávají věřit státním měnám? Na to se podíváme už po krátkém přehledu ekonomických zpráv. 

Hírstart Robot Podcast
Bojár Gábor: Azok közé tartozom, akiknek drága lesz a vagyonadó, de azt mondom, hogy jogos

Hírstart Robot Podcast

Play Episode Listen Later Sep 24, 2025 3:55


Bojár Gábor: Azok közé tartozom, akiknek drága lesz a vagyonadó, de azt mondom, hogy jogos Hadházy: 20 milliárdba kerülhetett Hatvanpuszta Novák Katalin eltűnt – csak nem készül valamire? Washingtonból szeretettel: szó szerint beleszerettek Magyarországba a befektetők, de az elemző egy veszélyre figyelmeztet Olyat mondott Ukrajnáról Donald Trump, amit még soha Már az MNB szerint sem lesz látható növekedés Rómában kérte meg szerelme kezét a Házasodna a gazda szereplője Gólja után állították ki Ekitikét, a Liverpool Szoboszlai nélkül jutott tovább a Ligakupában Vinícius a csodagólja után megütötte ellenfelét, majd Modricnak hálálkodott Délre is megérkezik a hűvösebb idő A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ranní brífink
Zlato se blíží hranici 4000 tisíce dolarů za unci. Přestávají lidé věřit ve státní měny nebo se bojí další krize?

Ranní brífink

Play Episode Listen Later Sep 24, 2025 24:53


Ranní brífink Patrika Saláta: Zlato v letošním roce dobývá stále nová a nová historická maxima. Bojí se investoři, že přijde ekonomická krize nebo přestávají věřit státním měnám? Na to se podíváme už po krátkém přehledu ekonomických zpráv. 

Hírstart Robot Podcast - Friss hírek
Bojár Gábor: Azok közé tartozom, akiknek drága lesz a vagyonadó, de azt mondom, hogy jogos

Hírstart Robot Podcast - Friss hírek

Play Episode Listen Later Sep 24, 2025 3:55


Bojár Gábor: Azok közé tartozom, akiknek drága lesz a vagyonadó, de azt mondom, hogy jogos Hadházy: 20 milliárdba kerülhetett Hatvanpuszta Novák Katalin eltűnt – csak nem készül valamire? Washingtonból szeretettel: szó szerint beleszerettek Magyarországba a befektetők, de az elemző egy veszélyre figyelmeztet Olyat mondott Ukrajnáról Donald Trump, amit még soha Már az MNB szerint sem lesz látható növekedés Rómában kérte meg szerelme kezét a Házasodna a gazda szereplője Gólja után állították ki Ekitikét, a Liverpool Szoboszlai nélkül jutott tovább a Ligakupában Vinícius a csodagólja után megütötte ellenfelét, majd Modricnak hálálkodott Délre is megérkezik a hűvösebb idő A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 22-Sep

FactSet U.S. Daily Market Preview

Play Episode Listen Later Sep 22, 2025 4:47


S&P futures are down (0.3%) with major tech names edging lower in pre-market trading. Asian equities finished Monday mixed. Japan's Nikkei rebounded after Friday's BOJ-related drop, and the Hang Seng underperformed. Gains were seen in Australia, Taiwan, and South Korea, supported by semiconductor optimism. European benchmarks are mostly softer in early trades. Companies Mentioned: TikTok, Pfizer, Boeing, Comcast

Saxo Market Call
As painfully contrarian as ever here on triple witching day.

Saxo Market Call

Play Episode Listen Later Sep 19, 2025 25:40


Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some names reporting next week, including recent darling Micron, key developments in FX as the US dollar is on the comeback path and the JPY churns post-BoJ. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

The Investing Podcast
Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Sep 19, 2025 20:41


Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. Song: Amie - Pure Prairie LeagueFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

At Any Rate
Global Rates: Digging into a week of DM central bank decisions

At Any Rate

Play Episode Listen Later Sep 19, 2025 18:51


Rates strategists Jay Barry and Francis Diamond discuss the outcomes of this week's FOMC, BoE, and BoJ meetings, and the impact on DM rates markets.   Speakers:  Jay Barry, Head of Global Rates Strategy Francis Diamond, Head of European Rate Strategy   This podcast was recorded on September 19, 2025. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5084041-0 and https://www.jpmm.com/research/content/GPS-5085131-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

The MUFG Global Markets Podcast
US dollar gains unlikely to be sustained

The MUFG Global Markets Podcast

Play Episode Listen Later Sep 19, 2025 16:47


Following the FOMC meeting on Wednesday and the BoJ meeting on Friday, Derek Halpenny, Head of Research Global Markets EMEA and International Securities talks to Chris Jack Jakubowski, Hedge Fund FX Institutional Sales about the impact of these central bank meetings on USD/JPY and the dollar more generally. Derek discusses the BoJ decision and how the upcoming LDP leadership election could play and important role in BoJ policy decisions and the yen.

Ransquawk Rundown, Daily Podcast
European Market Open: BoJ surprised markets with ETF and J-REIT sales; Europe points to a flat open

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 19, 2025 6:14


BoJ kept rates unchanged at 0.50%, as expected, but surprised markets with the announcement to begin selling ETF and J-REIT holdings.US President Trump said he will be harsh if he has to ask Russian President Putin for a ceasefire, but it doesn't feel like the time to do so.US President Trump reportedly seeks to speed up large power projects to meet AI demand.APAC stocks traded mixed as the region only partially sustained the momentum from Wall St, where the S&P 500, DJIA and NDX climbed to fresh record highs.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures flat after the cash market closed with gains of 1.6% on Thursday.Looking ahead, highlights include UK Retail Sales (Aug), German Producer Prices (Aug), Canadian Retail Sales (Jul), Quad Witching, Trump-Xi phone call, Speakers include BoJ Governor Ueda, Speakers including ECB's Lagarde, Fed's Daly, Miran, & Former Fed President Bullard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: USD gains whilst US equity futures are flat into Trump-Xi call; JPY benefits post-BoJ

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 19, 2025 4:36


BoJ kept rates unchanged at 0.50%, as expected, but surprised markets with the announcement to begin selling ETF and J-REIT holdings.European bourses are mostly higher whilst US equity futures are flat.USD extends its winning streak, GBP underperforms and is pressured by woeful borrowing data, which puts added pressure on UK Chancellor Reeves.USTs are slightly lower awaiting Fed speak, JGBs hit on the BoJ, Gilts lag after concerning borrowing data.Crude is on the backfoot, whilst Spot gold is firmer awaiting the Trump-Xi meeting.Looking ahead, Canadian Retail Sales (Jul), Quad Witching, Trump-Xi phone call. Speakers including Fed's Daly, Miran, & Former Fed President Bullard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Fed's dovish shift ripples through Asia; Taiwan edges ahead of South Korea in GDP per capita

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Sep 19, 2025 9:01


The STI opened higher at 4,315 points but closed down 0.2% at 4,302 as early momentum faded. Across Asia, markets were mixed after the Fed’s rate shift, with eyes on an upcoming Trump-Xi call.Japan’s Nikkei slipped 0.59% after the BOJ held rates steady, while Taiwan is poised to overtake South Korea in GDP per capita as early as 2025. What do these signals mean for investors? And where might the next opportunities or risks emerge?On Market View, Nadiah Koh breaks down these developments with Benjamin Goh, Head of Research and Investor Education at SIAS.See omnystudio.com/listener for privacy information.

Global Market Insights - Forex, Futures, Stocks
Dollar extends gains, BoE and BoJ stand pat

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Sep 19, 2025 4:09


Send us a textDollar continues the post-Fed advance. Initial jobless claims slide, validating Fed's confidence. BoE stands pat, slows pace of quantitative tightening. BoJ appears hawkish, rate hike speculation increases.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

HausboTalk Petra Horkého
Režisér a fotograf ADOLF ZIKA: "Ne foťák, ale odvaha dělá fotografa."

HausboTalk Petra Horkého

Play Episode Listen Later Sep 18, 2025 29:58


Adolf Zika je fotograf, kameraman a režisér. A taky můj kamarád. Do kin vyráží jeho nový celovečerní dokument, věnovaný judistovi Lukáši Krpálkovi. Začali jsme debatou o tomto filmu a pokračovali až profilovým rozhovorem o zdrojích tvorby a inspirace, o tom co nám dávají i nedávají rodiče a taky co dáváme a nedáváme my sami ve svých životech. Začínáme právě teď!Srdečně Vás zvu ke sledování pokračování na herohero, kde si zadáte hledat jméno Petr Horký a vyskočí můj kanál. Tam vás čeká video i samotné audio ve dvojnásobné délce, bez reklam a každý týden o čtyři dny dříve, než mají ostatní. A k tomu navíc kompletní databáze předchozích rozhovorů!Mějte se krásně, ahoj, PHOdkazy:adolfzika.comTrailer k filmu Jemný rváč - youtube.com/watch?…http://herohero.co/petrhorkySupport the show

Global Market Insights - Forex, Futures, Stocks
Dollar rebounds as Fed seen less dovish

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Sep 18, 2025 4:23


Send us a textFed lowers rates by 25bps, Gov. Miran votes for a bigger cut. Dot plot revised lower but failed to match market expectations. Dollar slides initially but quickly rebounds, stocks and gold retreat. BoE and BoJ expected to stand pat, vote and guidance in focus.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

Investing Experts
Inflation expectations, tech valuations, healthcare opportunities

Investing Experts

Play Episode Listen Later Sep 17, 2025 36:01


Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).Show Notes:Federal Reserve lowers rate by 25 basis points, first cut since DecemberFed Cuts And BoJ Hikes Could Finally Break The Yen Carry TradeMagnificent 7 Now The Troubling 3, Underscores Market WeaknessThe Bond Market Is On A Collision Course With StagflationEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Pořady TWR a Rádia 7
Bible Guide: Job (8/12): Job 15-17

Pořady TWR a Rádia 7

Play Episode Listen Later Sep 17, 2025


Když se dějí těžké věci, rádi bychom znali důvody – tedy proč se dějí, a také viníky – kdo za to může? Při procházení náročným obdobím je ještě jedna větší výzva. Boj o naději, která nás přes dané těžkosti přenese. I tohle ujištění nacházíme v knize Job. Tento podcast můžete podpořit na https://radio7.cz

FactSet U.S. Daily Market Preview
Financial Market Preview - Tuesday 16-Sep

FactSet U.S. Daily Market Preview

Play Episode Listen Later Sep 16, 2025 5:40


S&P futures are up +0.2% and pointing to a higher open. Markets are also in a holding pattern ahead of key central bank decisions this week, with the Fed widely expected to cut rates by 25 bps on Wednesday and attention on the updated dot plot, while the BOJ is seen holding on Friday. Asian equities were mostly higher today with Japan and Greater China outperforming, and European markets are narrowly mixed in early trades. The US and China reached a framework agreement on TikTok ownership during talks in Madrid. While details remain unclear, discussions include potential licensing of TikTok's algorithm, with Beijing hesitant to fully transfer control to the US. Companies Mentioned: TikTok, Nvidia, Chord Energy, Oracle

Genial Podcast

Divisões internas no Fed podem gerar votos divergentes; semana também traz decisões de BoC, BoE e BoJ sobre política monetária.

Nomura Podcasts
The Week Ahead – Three From Seven

Nomura Podcasts

Play Episode Listen Later Sep 12, 2025 27:18


We are tracking seven central bank meetings next week, and expect rate cuts from three. The Fed policy meeting next week is in full focus, against a highly unusual backdrop. This week we discuss an expected rate cut in the US and Canada. Across Europe, we forecast a rate cut in Norway, but not in the UK. Meanwhile in in Asia, we examine China activity data, the Bank of Japan and the latest political developments, and preview central bank meetings in Indonesia and Taiwan next week. Darren Shames, Head of Global Rates Sales, joins us as a guest speaker to give an update on the latest trends driving Global Markets. Chapters: US: 01:42, Markets Special: 07:14, Europe: 13:13, Japan: 17:23, Asia: 21:32. 

Jutranja kronika
Gospodarska rast v evrskem območju kljub geostrateškim tveganjem ostaja stabilna

Jutranja kronika

Play Episode Listen Later Sep 12, 2025 22:06


Temeljne obrestne mere v evrske območju so tudi po včerajšnji seji sveta Evropske centralne banke že drugič zapored ostale nespremenjene. Boj z inflacijo je, kot kaže, za zdaj uspešen, hkrati je evrsko gospodarstvo očitno dovolj odporno proti geostrateškim šokom iz okolja. Ob tem je ECB napoved za letošnjo inflacijo ohranila pri 2,1 odstotka, medtem ko je napoved za gospodarsko rast nekoliko zvišala, in sicer na 1,2 odstotka. Drugi poudarki oddaje: - Varnostni svet z izjavo podprl Katar in njegova mirovna prizadevanja na Bližnjem vzhodu. - Rusija in Belorusija začenjata največje skupne vojaške vaje od začetka vojne v Ukrajini. - Združenje zasebnih vrtcev in starši otrok popoldne na protest zaradi napovedanih sprememb financiranja.

Vlevo dole
Kdo se nejvíc modlí, ať soudy neruší kandidátky pseudokoalic? Petr Fiala

Vlevo dole

Play Episode Listen Later Sep 10, 2025 45:10


Krajské soudy sice nezrušily kandidátky SPD a Stačilo!, některé z nich ale řekly, že strany obcházejí volební zákon a jsou nepřiznanými koalicemi. Je to podle nich vážný problém, který může narušit svobodné volby.Věc zamíří k Ústavnímu soudu. A překvapivě se za nezasahování do voleb nejvíc nemodlí Kateřina Konečná, Daniel Sterzik ani Tomio Okamura. „Lídři vládních stran, Spolu a STAN, mají velkou obavu z rozhodnutí soudů, pokud by zakázaly kandidovat nepřiznaným koalicí. Bojí se, že by to byl konec demokracie a hořely by ulice plné barikád,“ říká v podcastu Václav Dolejší.Situace je o to pikantnější, že opoziční strany už šíří příběh o tom, že je to právě vláda, která se snaží ve spolupráci se soudy a tajnými způsoby volby zfalšovat. „Mohutně jim v tom bohužel pomáhá exprezident Miloš Zeman, který vykládá vtipy o tom, jak Fiala zneplatní volby, protože se Schillerová převlékla za hranolku,“ dodává Dolejší. „Původně v tomhle příběhu hodně sázeli na korespondenční volbu, jenže do ní se přihlásilo tak málo lidí, že to asi nepůjde. Ale kdyby soud někomu zakázal kandidovat, to by bylo povstání,“ připomíná Lucie Stuchlíková.Spory o kandidátky nejsou jediný příklad, kdy opoziční strany štvou voliče proti „systému“. Za důkaz toho, jak chtějí vládní strany ovlivnit volby, vydávají i svá trestní stíhání. Andrej Babiš případ Čapí hnízdo, Tomio Okamura zase kauzu rasistických plakátů.„SPD si kvůli tomu dokonce založilo záložní stranu. Ale těžko říct, jestli se opravdu tak bojí perzekuce, nebo jestli tak jenom chtějí navenek vypadat,“ dodává Lucie Stuchlíková.Je koalice samička od koaly? Komu pomohla současná podoba volebního zákona? A jak do téhle prekérní situace zasáhne prezident? Poslechněte si čerstvé Vlevo dole!----Vlevo dole řeší politické kauzy, boje o vliv i šeptandu z kuloárů Sněmovny. Vychází každou středu v poledne.Podcast pro vás připravují Lucie Stuchlíková (@StuchlikovLucie) a Václav Dolejší (@VacDol), reportéři Seznam Zpráv.Další podcasty, ale taky články, komentáře a videa najdete na zpravodajském serveru Seznam Zprávy. Poslouchejte nás na webu Seznam Zpráv, na Podcasty.cz nebo ve své oblíbené podcastové aplikaci.Své názory, návrhy, otázky, stížnosti nebo pochvaly nám můžete posílat na adresu audio@sz.cz.Sledujte @SeznamZpravy na sociálních sítích: Twitter // Facebook // Instagram.Seznam Zprávy jsou zdrojem původních informací, nezávislé investigace, originální publicistiky.

Bloomberg Daybreak: Asia Edition
US Jobs Outlook Cools, Yen Holds After BOJ Signal

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Sep 10, 2025 18:24 Transcription Available


Key Asian stock gauges fluctuated Wednesday after the S&P 500 hit a record on hopes the Federal Reserve will cut interest rates to curb a jobs downturn. Shares in South Korea rose in early trading, while those in Japan and Australia were mixed. US equity futures contracts edged higher after Big Tech lifted the index on Tuesday, even as most shares fell. After fresh signs of a cooling labor market, investors are bracing for inflation reports in the coming days that will help shape next week's Fed meeting and the path of rate cuts into 2025 — a key test for whether Wall Street can sustain this month's rally. Money markets are almost fully projecting three Fed cuts this year, with US producer and consumer price index data due this week. We take a closer look with Zachary Hill, Head of Portfolio Management at Horizon Investments.Meantime, the yen was little changed early Wednesday after gaining Tuesday, following a report that Bank of Japan officials may raise interest rates again this year, regardless of domestic political instability. The timing of the BOJ report will make JGB traders a bit nervous about today's 5-year auction, which could mean a lower bid-to-cover ratio than last month's 2.96. However, after an initial knee-jerk selloff investors will likely find that secondary yields above 1% already price in a BOJ tightening. For more, we hear from Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

Ransquawk Rundown, Daily Podcast
US Market Open: JPY bid on hawkish BoJ sources, USTs pressured into supply & BLS NFP Prelim Revisions

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 9, 2025 3:27


Global equity futures are modestly mixed; Anglo American & Teck merge to create a USD 50bln mining giant.USD is a little lower whilst JPY soars amid hawkish BoJ reports.OAT-Bund 10yr spread a little wider in the aftermath of French PM Bayrou's removal, JGBs hit by BoJ sources.BoJ reportedly sees some chance of hiking this year, despite the political situation, via Bloomberg citing sources; likely to keep rates unchanged on September 19thCrude rebounds and metals non-committal awaiting the next impetus.Looking ahead, US NFP Prelim. Benchmark Revisions, Apple Event, Comments from BoE's Breeden, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The MUFG Global Markets Podcast
US dollar resilience unlikely to last

The MUFG Global Markets Podcast

Play Episode Listen Later Aug 29, 2025 17:55


The US dollar has been broadly stable this week despite the escalation of uncertainty related to Trump's attempts to undermine Fed independence. This week Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to James Roulston from FX Institutional Sales about the US dollar implications going forward. Derek also discusses BoJ policy, Japan politics and the yen and whether the political uncertainty emerging in France will impact the euro.

Pro a proti
Rozšiřuje se povolená léčba psychedeliky. Je to bezpečné?

Pro a proti

Play Episode Listen Later Aug 29, 2025 27:14


Psychedelika, tedy látky, jež mění stav vědomí, jsou nadějí v léčbě pacientů s depresemi či úzkostnými poruchami a pomáhají také umírajícím. Od 1. ledna bude nově možné léčit i psilocybinem, látkou obsaženou v houbách lysohlávkách. „Psychedelika jsou nezastupitelná, protože ukazují, že obraz světa je částečně produktem našeho organismu,“ říká profesor Jiří Horáček. „Bojím se, že tyto látky popularizujeme a stanou se mnohem rozšířenější, než jsou,“ oponuje profesor Jan Vevera.Všechny díly podcastu Pro a proti můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Ransquawk Rundown, Daily Podcast
US Market Open: Stocks are a touch lower & DXY is rangebound in thin trade ahead of a busy week

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 25, 2025 3:52


European bourses pare some of Friday's gains; US equity futures are mixed, with the RTY holding afloat.USD struggles to recoup Friday's lost ground in a quiet start to the week; JPY underperforms despite hawkish-leaning commentary via BoJ's Ueda.USTs pause for breath following Powell-induced upside, whilst Bunds move lower.Crude benchmarks are very modestly firmer with focus on geopolitics; XAU is on the backfoot.Holiday: UK Summer Bank HolidayHighlights include US National Activity (Jul), Comments from Fed's Logan.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Thoughts on the Market
The Fed's Next Moves After Mixed Data

Thoughts on the Market

Play Episode Listen Later Aug 20, 2025 4:43


Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we're standing by our baseline call for a higher bar for a rate cut. Read more insights from Morgan Stanley.----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha, Global Economist at Morgan Stanley. Today – our evaluation of the Fed's policy path following the July CPI print, and the broader implications for other central banks. It's Wednesday, August 20th at 2pm in New York. Our baseline call has been that the Fed will remain on hold this year, and last week's CPI print has not changed that view. As we have noted, average tariff rates are still ramping up given the implementation delays, and so their cumulative effect on prices could be more lagged. Within the CPI print, tariff exposed goods other than apparel and autos continued to be firm. The surprise came in services inflation, which showed a reversal led by the uptick in airfares and hotel prices, which had been running in deflationary territory for much of this year. Some of the pushback against our view on inflation stepping up over the summer due to tariffs was that services disinflation could compensate. But as this print showed, that is unlikely to be the case. While we expect services inflation to continue to moderate, we think that services disinflation in the first half of [20]25 was exaggerated by weakness and volatile competence; and both core CPI and core PCE inflation are still at their pace from last year. So further acceleration in goods inflation from tariff effects over the summer would still see inflation remaining well above the Fed's target. After the July U.S. employment and CPI reports, the bar for the Fed to stay on hold in September is clearly higher. So, what are the risks to our call? The road goes back to how the data and the Fed's reaction function will evolve over ahead of the September meeting. The August jobs report will be important. If it is a solid employment report, with a sequential acceleration in payrolls and the unemployment rate around 4.2 to 4.3 percent, then the Fed could likely look through the weakness in the May and June prints – attributing the slowdown to the uncertainty following Liberation Day and not representative of the underlying trend. If, however, there were to be a sharp drop off in the hiring pace, which is currently not being indicated by other job market indicators such as jolts or claims, then the Fed could take the view that the labor market is much weaker than anticipated and restart easing. There is also the possibility of a cut from a risk management perspective. Even with inflation running well above target, the Fed could take the July employment report as a clear signal of downside risk to the labor market and start the easing cycle. Messaging from Fed officials has so far been mixed, with some taking signal from the jobs data and others remaining less worried with the unemployment rate remaining low. Outside the U.S., central bank trajectories remain tightly linked to both the Fed's path and the evolving U.S. growth outlook. Recent labor market data have introduced downside risks to our ECB and BoJ calls. In Europe, if Euro strength persists and U.S. recession risks rise, our euro area economists see a reduced risk to their September easing baseline. In Japan, the Bank of Japan remains cautious. Stronger U.S. data could tilt the balance toward a rate hike later this year – though October remains a high hurdle, making December or beyond more plausible. That said, if the U.S. economy slows in line with our forecast, the likelihood of further BoJ tightening diminishes reinforcing our base case – the BoJ staying on hold through end of 2026. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Dvacet minut Radiožurnálu
Dotace jsou platby za starost o půdu. Mohou ale jít na nákupy velkým hráčům, obává se sedlák Pitek

Dvacet minut Radiožurnálu

Play Episode Listen Later Aug 20, 2025 23:51


V evropském zemědělství je příliš mnoho nekalých praktik, řekl evropský komisař pro zemědělství Christophe Hansen Českému rozhlasu. Týká se to i českého zemědělského sektoru? „Politika vždy zásadním způsobem ovlivňuje rozdělování podpory pro zemědělce. Bojíme se toho, že když do toho nebude tolik mluvit přímo Brusel a bude to na národním státu, díky lobbistickým vlivům se zase peníze najdou pro velký byznys,“ říká Daniel Pitek, soukromý zemědělec z Českého středohoří.Všechny díly podcastu Dvacet minut Radiožurnálu můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Joaquín López-Dóriga
Fortalecen flota de Mexicana de Aviación

Joaquín López-Dóriga

Play Episode Listen Later Aug 19, 2025 16:33


El general de Grupo Piloto Aviador de Estado Mayor, Leobardo Ávila Bojórquez, director de Mexicana, destaca que la aerolínea ya cubre 14 rutas en el país; adelanta que dentro de dos años contarán con 20 aeronaves Embraer

The MUFG Global Markets Podcast
How is the changing outlook for BoJ and Fed policies impacting USD/JPY?

The MUFG Global Markets Podcast

Play Episode Listen Later Aug 18, 2025 7:26


Lee Hardman, Senior Currency Analyst, and Seiko Kataoka-Fisher, Director in Japanese Customer Sales for EMEA in London, discuss how the latest economic data is shaping the outlook for BoJ and Fed policies. Will widening policy divergence put greater pressure on USD/JPY as we head into the autumn?  

Bloomberg Daybreak: Asia Edition
Traders Await Fed Chair Powell's Speech at Jackson Hole

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Aug 18, 2025 20:20 Transcription Available


In Japan, a stronger yen is set to emerge from this week’s gathering of central bankers in Jackson Hole after verbal intervention last week from US Treasury Secretary Scott Bessent gave the currency traction amid what is widely expected to be a dovish period for the US dollar. Governor Ueda has so far balked at preparing markets for another BOJ hike, wary of political blowback at home. But with the US Treasury Secretary now cast as the external foil, there’s still a month to prime investors for a live September meeting. For more, we speak to Bloomberg's Paul Dobson, Executive Editor for Asia Markets.Plus - Investors will be looking to Fed Chair Jerome Powell’s remarks at Jackson Hole for confirmation that US rate cuts are coming sooner rather than later. A September move is nearly fully priced, and looser US financial conditions have been a key driver of gains for risk assets across the globe. The suspense ahead of this week’s gathering will likely keep investors cautious. We heard from Skyler Weinand, Founder and Chief Investment Officer at Regan Capital.See omnystudio.com/listener for privacy information.

The MUFG Global Markets Podcast
How is the changing outlook for BoJ and Fed policies impacting USD/JPY?

The MUFG Global Markets Podcast

Play Episode Listen Later Aug 15, 2025 7:26


Lee Hardman, Senior Currency Analyst, and Seiko Kataoka-Fisher, Director in Japanese Customer Sales for EMEA in London, discuss how the latest economic data is shaping the outlook for BoJ and Fed policies. Will widening policy divergence put greater pressure on USD/JPY as we head into the autumn?

Saxo Market Call
The music has suddenly changed. It feels like a huge vibe shift.

Saxo Market Call

Play Episode Listen Later Aug 14, 2025 22:18


Today we break down another day of wild divergences relative to recent market action, as former dud sectors are suddenly outperforming like crazy, a sudden vibe shift that feels significant, if mysterious. As well, we note the volatility in US treasury markets and FX on Treasury Secretary Bessent's latest dovish comments on where Fed policy should be and on need for the BoJ to hike rates. Also on today's podcast, Apple's slate of new hardware products, upcoming macro and earnings releases, today's links and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

Plus
Zaostřeno: Dalajláma aneb Dlouhá cesta od poslance čínského parlamentu k úhlavnímu nepříteli státu

Plus

Play Episode Listen Later Aug 13, 2025 25:31


Kam přijede, tam bourá sály. Je ztělesním soucitu a po světě chodí proto, aby zmírňoval lidské trápení. Kdo ho potkal osobně, ten říká, že je to úplně obyčejný chlapík, ale má nakažlivě dobrou náladu. Přesto jsou na světě politici, dokonce i celé státy, které by ho rády viděly v naprosté izolaci. Bojí se ho víc než ekonomických sankcí, víc než občanské války. Mluvíme o Jeho Svátosti 14. dalajlámovi, občanským jménem Tändzin Gjamccho, který nedávno oslavil 90. narozeniny.

The MUFG Global Markets Podcast
At an inflection point or another macro head fake? (Podcast Edition)

The MUFG Global Markets Podcast

Play Episode Listen Later Aug 5, 2025 16:10


George Goncalves, Head of Macro Strategy in the Americas, takes us through one of the busiest macro week of the year, where we had the Fed, QRA, BoJ, tariff deadlines and announcements, and a slew of labor data. In the end, the biggest highlight of the week was the extremely weak employment report which also had large revisions to the previous two months. Judging by the markets reaction, the downside in jobs data came as a surprise to markets but was not a shock to our macro team which has been flagging how labor market data has been overstating reality for months. Additionally, the team discussed the recently published Macro2Markets monthly titled, “At an inflection point or another macro head fake?” where we covered the idea of how risk markets are pricing in a goldilocks scenario and how tariffs can be utilized to pay for the Big Beautiful Bill and the potential changes in Treasury demand. George wraps up by suggesting to stay on guard ahead because risks are now more asymmetric to the downside as risk markets are due a pullback.

Long Reads Live
Is the Trade War Actually a Capital War?

Long Reads Live

Play Episode Listen Later Jul 25, 2025 11:57


In today's episode of The Breakdown, NLW dives deep into the evolving trade dynamics between the U.S. and Japan, asking whether the current trade war is really masking a larger capital or currency war. We explore the details behind a new $550 billion Japan-US investment vehicle, why Japan secured a lower tariff rate, and the controversy surrounding the deal's legitimacy. NLW also unpacks the political upheaval in Japan, the long-term consequences of the BOJ's extreme monetary policies, and whether the yen's behavior signals a shift in global financial strategy. Is this just brinksmanship, or a new era of macroeconomic warfare? Tune in for the full breakdown. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Saxo Market Call
Monumental week ahead as markets too complacent

Saxo Market Call

Play Episode Listen Later Jul 25, 2025 28:15


Today's slide deck: https://bit.ly/3H3NZbk   - Today, a look at a US equity market showing remarkable complacency, with some initial signs that things are wobbling. But we have a monumental week ahead as earnings season peaks and we look at the cavalcade of event risks on top of that, including FOMC and not least, the BoJ, as well as the US jobs report and Trump's trade deal headline. Full slide deck today, with must reads and listens.   Link to John's latest FX Update: https://bit.ly/4716GqK  Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.