Podcasts about Boj

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

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. 

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.

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.

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.

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

„Máme určité obavy. Bojíme se, že to zasáhne zdejší krajinu, bojíme se o hladiny spodních vod i o povrchové vody, máme zkrátka jisté obavy,“ říká nezávislý starosta obce Příčovy Michal Jiráček.

Neuvěřitelný první víkend finále České baseballové extraligy je za námi! V epizodě #154 se s Jirkou Vlachem z Baseball-stat.cz podíváme na nervydrásající souboje mezi Draky Brno a Hrochy Brno, které vyvrcholily kontroverzním třetím zápasem a rozhodnutím, o kterém se bude mluvit ještě hodně dlouho. Co vás v této epizodě čeká? Duel Titánů: Fenomenální souboj nadhazovačů Lopez vs. Lopez, kde padl rekord v počtu strikeoutů. Infarktový Zápas #3: Rozebereme klíčovou situaci z 9. směny – překážení (obstruction), které rozhodlo zápas a poslalo Hrochy do vedení 2:1 na zápasy. Historický úspěch: Gratulujeme Třebíči k zisku první extraligové medaile v historii klubu a vyzdvihneme nečekaný výkon Adama Veselého. Boj o přežití: Podíváme se na dramatickou situaci v baráži, kde se rozhoduje o posledním účastníkovi Extraligy pro příští rok. Ponořte se s námi do nejlepších momentů, statistik a emocí, které přinesl český baseballový vrchol sezóny! Sledujte nás i na sociálních sítích a připojte se k diskuzi na našem Discordu!

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.

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.

Les Banques centrales majeures ont toutes baissé leur taux d'intérêt directeur cette année, sauf la FED et le cas particulier de la BoJ. Pourtant, le dollar US est la devise la plus faible du Forex. Comment expliquer ce paradoxe face à la divergence des politiques monétaires ? Vincent Ganne vous propose un tour d'horizon des Banques centrales dite majeures ainsi qu'un diagnostic graphique des paires majeures en USD.

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

Piše Bojan Sedmak, bereta Jure Franko in Eva Longyka Marušič. Slovenska književnost ne premore pravih vohunskih romanov; kriminalk je vse več, a zgodb o akcijah prikritih obveščevalcev komaj kaj, pa še ti se ne prilegajo povsem modelom žanra. Če v priložnostni pregled zadnjih let zajamemo nekaj primerov knjig s tovrstno tematiko – na primer Pod krinko Vladimirja Vauhnika, že v naslovu ironičnega Vohuna Iztoka Osojnika ali serijo knjig Jureta Godlerja o nezgodah agentskega para – lahko zaključimo, da so to bodisi dokumentirane biografije bodisi kritike vsega obstoječega bodisi nekake bondiade v zabavljaški maniri. Seveda ni v njih nič manj pomembnega, tudi slovenske kriminalke so se šele pred pol stoletja izvijale iz senc klasikov žanra s parodiranjem, zakaj pa ne, saj se je s parodijo celo začel moderni roman. A tako kot se klišejem detektivk prilegajo žrtve in morilci ter logične razlage morov s kazenskimi konci, se tudi zgodbe z vohuni razvijajo po lastnih kalupih. Prvenstveno britanski imperialistični teksti, porojeni v prejšnjem stoletju in precej razširjeni v hladni vojni, so nastavili dominante tovrstnega pisanja, od katerih sta najbolj pogosta in zanimiva navezava na aktualno geopolitiko in problem identitete književnih junakov. Slednja je praviloma pogubna predvsem za ljudi, ki so pripravljeni ubijati za dve ali tri nasprotne strani, manj tragična pa najbrž za tiste, ki to počnejo rutinsko za vse mogoče naročnike in dobre plačnike. Dandanes, ko se tragičnost porazgublja med avtomatizirano banalnostjo zla, vohunstvo vsekakor žvižga okoli ušes in vara poglede tudi v najnovejših planetarnih razmerjih, in sicer zelo neslišno in nevidno s sofisticirano digitalno tehnologijo. Roman Mihe Lamprehta Vrij ni eksplicitno roman o vohunstvu, a je v njem mogoče zaznati vseprisotnost obveščevalnih dejavnosti. Boj za informacije in manipulacije z njimi je motivno gonilo v obeh narativnih linijah, ki jo vsevedni pripovedovalec vleče vzporedno in s tem spretno vzbuja bralno radovednost, kaj ju bo kdaj združilo. V eni ruski FSB in izraelski Mosad na preži za pretoki zlata, ki so ga nacisti izpulili pomorjenim Judom, naletita na par dedičev iz teh virov, zato pošljeta na teren konkurenčne profesionalce; v drugi sibirski oligarh kriminalno diktira posle ob veliki mednarodni investiciji v medicinski center v daljni Jakutiji; oba dogajalna tokova pa se stekata v evropski, v glavnem v švicarski in lichensteinski bančni sistem. Lamprehta za poznavanje ruskega miljeja zgodbe avtorizira dolgoletno novinarsko delo, še posebej sedemletna službena izkušnja z dopisništvom iz Moskve, ne nazadnje tudi predlani izdana knjiga komentarjev z naslovom Kratka zgodovina vojne v Ukrajini, kot prevajalec pa je podpisan pod nekaj knjig ruskih piscev. In to ni edina vednost, ki veje iz tega skrbno premišljenega in izpeljanega besedila, saj je v vsakem od triinštiridesetih poglavij mogoče zaznati avtorjevo splošno družboslovno in strokovno širino, najsi piše o zapletenem poslovanju bank in mimogrede omenja znamke švicarskih ur ali o zasebnih letalih, razlaga vrij in kriminalno uporabo kriše in kompromata ali posreduje dejstvo, da je staro pohištvo najbolje osvežiti z lanenim oljem … Pozornost vzbujajo deli, v katerih se eden od protagonistov – teh je v prepletanju zgodb pač več – sooča z izzivi alpinističnega plezanja, pa tisti, v katerih pisec z esejističnimi vstavki niza okrutna zgodovinska dejstva ali predstavlja prakse vzhodnjaške duhovnosti. Vpliv poročevalskega stila na avtorjevo pripovedništvo je zaznaven v prvi četrtini besedila, nato pa se pojavijo prvi dialogi in v nadaljevanju jedrnato in učinkovito pospešujejo dogajanje. Iz razgibanega dogajanja izstopajo asociativni deli kot dokazi o jezikovni moči pisca, ki se je po desetletjih posvečanja publicistiki namenil izraziti literarno; tak je na primer notranji monolog književne osebe, sestavljen iz domala samih enobesednih stavkov. Ali pa retorično učinkovit seznam različnih eksistencialnih položajev ljudi, ko presenečeni ugotovijo, da imajo v posesti enormne količine denarja. Nekateri »… bi premoženje razpršili, en del bi dali v dobrodelne namene, en del bi porabili, en del varno naložili. Nekateri bi vse dali Cerkvi, nekateri bi odpotovali na pot okoli sveta, nekateri bi se prijavili v vrsto za komercialni polet v vesolje, spet drugi bi kupili podjetje, tretji bi v mondenem kraju začeli novo življenje, nekateri bi kupili ali ustanovili svoj športni klub, nekateri bi kupili nove priležnice, ljubice in nove prijatelje …« In tako naprej, pisateljev seznam odzivov na bogastvo se nadaljuje na dveh straneh; tako kot tudi na nekem drugem mestu podobno naštevanje načel, po katerih vsak človek »kreira svoje načrte, poti in načine življenja«. »Svojim ambicijam in notranjemu glasu« sledijo tudi književne osebe Vrija: Luboš Stibarek, Hannah Lippmann, Hana Zavoral, Reiner Kral, Franz Verhoven, Vadim Petrof, Kyla Sanders alias Cveta Pesek, Rovilij Maratov, Musa Gabajev, Bondarenko in drugi, nujni za vézenje sižeja, od direktorjev korporacij do operativcev tajnih agencij ... Vsi ti s svojo številnostjo ne onemogočajo preglednosti dogajanja; vsak značaj je v svojevrstni situaciji zgoščeno podan z družbenim položajem in iz njega izhajajočo psihološko verjetnostjo. A vsi, se zdi, delujejo v nečem, kar jih presega kot skrivnost, naključje, usoda ali inteligenca Drugega … John La Carré je nekoč izjavil: »Vohunska zgodba ni nikoli zgolj vohunska zgodba.« Poleg ogledala svetovnemu dogajanju namreč ponuja še pogled v kompleksnost človekovih ključnih odločitev. Te je že Tajni agent Josepha Conrada prikazal kot sile, ki pronicajo globoko v intimno tkivo na tragičen način, s katerim se ne morejo ponašati kateri drugi tipi proze. A sporočilo iz Lamprehtovega prikaza sveta kljub v njem pomorjenim in ubitim likom ni pesimistično, saj vsebuje verjetje v obstoj osnovnih človekovih vrednot, četudi so te nenehno ogrožane. Na platnice je urednik knjige Boštjan Narat Meden zapisal, da je Vrij »roman o ljudeh, ki v ekstremnih okoliščinah vzamejo krmilo v svoje roke, pri čemer ne vedo, če krmilni sistem sploh še deluje. Od spretnega manevra do katastrofe je samo korak.« In morda res v svetu, kjer nič ni takšno, kot je, ker se takšno samo zdi, umetniško pisanje pove o njegovem realnem stanju paradoksalno več kot sicer hvalevredno raziskovalno novinarstvo. Stvarno komunikativen in etično dognan roman Mihe Lamprehta Vrij napeljuje na razmislek o tem, kako so lahko krhki ljudje, izpostavljeni grozljivostim sodobnosti, sposobni za pogumna dejanja, čeprav je njihov življenjski kredo le naivna poštenost. »Z vso enostavnostjo. Predvidljivostjo. Natančnostjo. In lepoto. In mogočnostjo.« In kot dodaja avtor zadnjih stavkih svojega odličnega leposlovnega prvenca: »Na linearni premici časa dogodki tečejo samo naprej. Preteklost je spomin.« In družno s sedanjostjo mogoče navdih za naslednjo pisateljsko avanturo.

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.

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.

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

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?  

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.

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?

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

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.

Minister Żurek: „Boję się utraty niepodległości Polski!” Jak to miałoby się stać? Czego NIE boi się minister? Węgry straszą Romanowskiego! #IPPTVNaŻywo #polityka #Żurek #PiS ----------------------------------------------------

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.

Asian stocks rose at the open after a wave of dip buying and optimism about interest-rate cuts helped the S&P 500 post its biggest rally since May. Stocks in Japan, Australia and South Korea all gained and the broader MSCI Asia Pacific Index rose 0.4%. Oil steadied after a three-day drop as investors weighed risks to Russian supplies, with US President Donald Trump stepping up his threat to penalize India for buying Moscow's crude. We look at the market landscape with Hartmut Issel, Head of APAC Equities and Credit at UBS Wealth Management. He speaks with Bloomberg's Haidi Stroud-Watts on The Asia Trade. Plus - the CEO of Japan's largest bank says the Bank of Japan could raise its policy rate as early as September, given the outlook for higher inflation in the country. Mitsubishi UFJ Financial Group CEO Hironori Kamezawa speaks exclusively with Bloomberg's Hideki Suzuki about the BOJ's rate path, rising Japanese bond yields, and the impact of tariffs.See omnystudio.com/listener for privacy information.

Vítejte na dalším setkání v legendární Zikmundově vile ve Zlíně, kde jsme v rámci festivalu Neznámá Země vedli s našimi hosty debatu o tom, nakolik je válka neoddělitelnou součástí lidského života. Jedna věc je filozofování o lidské podstatě, něco jiného je praktická politika a konkrétní mocenské zájmy. Cyril Svoboda poté, co opustil aktivní politickou kariéru se stal břitkým komentátorem světového dění a odkrývá zákulisí mezinárodní politiky. Jeho příspěvek do debaty byl přesně podle očekávání - přímočarý. Užijte si to!Jen dodám, že celé znění tohoto vystoupení stejně jako přístup k archivu všech natočených rozhovorů v plných délkách najdete na Petr Horký - Hausbot | Herohero00:00 Nemožnost míru ve světě.08:11 Motivace k boji a legitimní násilí.12:58 Realpolitika, rovnováha sil a mír jako kompromis.Support the show

Za Palestince v Gazi je poleg izraelskih napadov smrtonosna tudi lakota. Človekoljubne pomoči, ki prihaja v enklavo, ni dovolj, opozarjajo humanitarci. Zaradi akutne podhranjenosti je ogroženih več kot 320 tisoč otrok, navaja predstavnik Unicefa Ted Chaiban in dodaja, da otroci ne bi smeli umirati med tem, ko čakajo v vrsti pred prehranskim centrom ali zbirajo vodo. Druge teme: - Trump ukazal premik dveh jedrskih podmornic. - Protest v Celovcu zaradi racije avstrijske policije pri Peršmanu. - Boj proti diskriminaciji v ospredju dneva spomina na genocid nad Romi in Sinti.

BoJ maintained rates as expected, raised growth and inflation outlook. Continued to note uncertainty over trade; Ueda said, no large change to central outlook that growth pace will slow down and underlying inflation stalls.US President Trump announced that South Korea will be subject to a 15% tariff and make USD 350bln in investments in the US.European bourses opened higher but have waned off best levels, NQ outperforms after stunning earnings from META +12% & MSFT +8%.Ongoing USD rally pauses for breath ahead of PCE, JPY pressured after BoJ Governor Ueda.JGBs boosted by Ueda, USTs towards the post-Powell lows into PCE.Crude lacklustre, Gold benefits from haven flows & copper dented by Trump tariff details.Looking ahead, US Challenger Layoffs, PCE (Jun), Jobless Claims, Employment Wages, Chicago PMI, Atlanta Fed GDPNow, Canadian GDP, SARB Policy Announcement.Earnings from Apple, Amazon, Strategy, Coinbase, Reddit, Riot, Cloudflare, Roku, CVS, Roblox, AbbVie, Norwegian Cruise Line, Cigna, Howmet Aerospace, Mastercard & PG&E.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fed kept rates on hold with dissent from Waller and Bowman. Powell said will not let tariffs become inflationary.BoJ maintained rates as expected, raised growth and inflation outlook. Continued to note uncertainty over trade.US equity futures rebounded after-hours with strength in tech/AI-related names after Microsoft (+8.3%) and Meta (+11.5%) smashed Q2 earnings.US President Trump announced that South Korea will be subject to a 15% and make USD 350bln in investments in the US.European equity futures suggest a mildly positive open. Hang Seng lags post-disappointing Chinese PMIs.DXY rally pauses for breath, EUR/USD remains on a 1.14 handle. USTs rebounded off the lows after post-Powell pressure.Looking ahead, highlights include French CPI, PPI, German Unemployment Rate, CPI, EZ Unemployment Rate, Italian CPI, US Challenger Layoffs, PCE (Jun), Jobless Claims, Employment Wages, Chicago PMI, Atlanta Fed GDPNow, Canadian GDP, SARB Policy Announcement.Earnings from Shell, Unilever, LSE, Haleon, Standard Chartered, Anglo American, Sanofi, Schneider Electric, Safran, Credit Agricole, Saint Gobain, SocGen, Accor, Teleperformance, Air France, AB InBev, BBVA, Holcim Puma, Lufthansa, BMW, Apple, Amazon, Strategy, Coinbase, Reddit, Roku, CVS, Roblox, AbbVie, Norwegian Cruise Line, Cigna, Mastercard & PG&E.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Gonzalo Cañete, jefe de estratega de mercado global para ATFX, analiza en profundidad el paro en EE.UU., el dato de junio del gasto en consumo personal PCE, el BoJ, el dato de actividad manufacturera china y el euro.

Boj skončil, alespoň o podobu kandidátních listin pro blížící se sněmovní volby. Lhůta pro jejich podání totiž vypršela. Znamená to, že se nahlášené pořadí na nich většinou už nebude měnit. Teoreticky to sice možné ještě necelý týden bude, prakticky bude tato možnost využita maximálně v ojedinělých případech. Méně než 60 dní před volbami už existuje pouze možnost se kandidatury vzdát, nebo může být člověk zmocněncem odvolán. Všechny díly podcastu Názory a argumenty můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

In this episode of Macro Mondays, James Todd, Will Cunliffe, and Edward Hayden-Briffett unpack the week that was in global markets. Markets are reacting to sweeping new trade deals - notably a major US-EU agreement involving zero tariffs and massive energy investments - while weak US and Eurozone PMIs, consolidating precious metals, and rising Japanese yields signal caution. Meanwhile, investors are withdrawing from US Treasuries amid political uncertainty, China's economy is under pressure despite upcoming stimulus, and global attention turns to a packed week of critical economic data releases. 

Csányi Péter helyzetleírása tökéletes, örülök, hogy megszólalt a legnagyobb magyar bank vezetője – így reagált a Dellában Bojár Gábor, a Graphisoft alapítója az OTP nemrég kinevezett vezérigazgatójának (Csányi Sándor fiának) a magyar gazdaságról szóló kritikus megjegyzéseire. A gazdaság kedvezőtlen megítélése nemcsak a bank, de a Bojár résztulajdonában lévő, szintén a tőzsdén forgó Graphisoft Park értékelésén is nyomot hagy – derül ki az interjúból.

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

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.

Mirek Náplava je spisovatel a režisér několika řad cestopisného seriálu o srdcařích na cestách.Vím, že Mirek má moc rád řeky a proto byl cyklus Srdcaři na vodě z celé řady důvodů doopravdy jeho srdeční. Je tu pomalý rozhovor do rychlé doby. Užijte si klid a pohodu, jako kdyby vás řeka unášela…Začíná rozhovor, který tady na herohero máte jako předplatitelé skoro dvojnásobně dlouhý oproti veřejné části na youtube.Šťastnou plavbu na vlnách kolíbavé doby přeje z hausbotu Petr Horký!Celý rozhovor a bez reklam najdete na http://herohero.co/petrhorkyOdkazy:Trailer k seriálu:SRDCAŘ NA VODĚ teaser POMALÉHO SERIÁLU DO RYCHLÉ DOBYSeriál Srdcaři na vodě:https://www.iprima.cz/serialy/srdcari-na-vode00:00 Řeka jako průvodce životem.08:37 Plavba řekou nabízí unikátní pohled do krajiny.19:27 Umění zpomalit – na vodě i v každodennosti.26:47 Boj s uspěchaností a upouštění od výsledků.Support the show

Asian stocks made a modest gain at the open Friday as a global equity rally gained fresh vigor on strong economic data that eased concerns about the US economy. The MSCI Asia Pacific Index rose 0.2% at the open. Equity-index futures for US gained after the S&P 500 and Nasdaq 100 set closing highs Thursday. Tech stocks rose as a bullish outlook from Taiwan Semiconductor Manufacturing Co. bolstered confidence in artificial-intelligence spending. Netflix Inc. also reported strong earnings and raised its forecast. We get market insights from Brian Vendig, Chief Investment Officer at MJP Wealth Advisors. Plus - Japan's key price measure cooled a tad more than expected while remaining well above the Bank of Japan's target, keeping pressure on Prime Minister Shigeru Ishiba to mollify voters as he heads into Sunday's national election. Consumer prices excluding fresh food rose 3.3% from a year earlier in June, slowing from a 3.7% gain - a two-year high - in the previous month, the Ministry of Internal Affairs and Communications reported Friday. We get reaction from former BOJ board member Sayuri Shirai, now Professor of Economics at Keio University. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade.See omnystudio.com/listener for privacy information.

Dnešného hosťa v podcaste Flešbeky poznáme najmä pod pseudonymom DJ Damian Custom. V rozhovore nám ponúka svoj príbeh, v ktorom úprimne zdieľa svoj život, svoje úspechy, zlyhania a aj to, ako ho Boh zachránil pred smrťou. Damián je v súčastnosti členom kapely Isaac Records, no nebolo to vždy tak. V rozhovore sa dozviete, ako sa do kapely dostal, ako si musel prejsť časom bez hudby a ako Boh očisťoval jeho sny a túžby až kým to nebolo všetko o ŇOM.0:00:12 Úvod a privítanie0:01:50 Súťaž o knižku Koho (na)sleduješ https://www.godzoneshop.sk/produkt/koho-nasledujes-sadie-robertson-huff/0:02:35 Miska otázok0:02:50 Ktorú vec zo svojho zoznamu túžob by si zrealizoval tento rok?0:04:00 Čo najkrajšie si pamätáš zo svojho detstva?0:05:05 Odkladáš si veci do skrine alebo na stoličku?0:06:08 Poďakovanie a pozvanie do podpory https://godzone.sk/podpora/0:07:03 Damiánova cesta viery0:29:20 Čo sa stalo po tom, ako sa Damián obrátil?0:33:10 Boj o manželstvo0:40:40 Hudba ako súčasť Damiánovho života0:49:30 Azuritko a.k.a. Augustín0:51:30 Skončil som s hudbou0:54:00 Neúspešný pokus o návrat0:55:45 O moju hudbu nemajú záujem0:58:20 Napĺňal som svoje potreby, nie Božie1:02:35 Čas bez hudby bol čas dozrievania1:03:58 Je dobré mať svoje sny, Pán si ich použije1:06:30 Rivalita medzi kapelami1:10:30 Nie naše túžby, ale Tvoje Pane1:16:28 Poďakovanie

As markets await President Trump's announcement on updated reciprocal tariff rates following months of negotiations, Derek Halpenny, Head of Research, Global Markets EMEA & International Securities, speaks with Julie Ellert, Head of FX FraBelux Corporate Sales, about the potential implications for FX markets. With inflation in Japan remaining elevated, they also explore how the Bank of Japan might respond in the months ahead. Could another rate hike be on the horizon? With inflation coming in higher than expected, there's a risk the BoJ could fall behind the curve.

APAC stocks failed to sustain the mostly constructive handover from Wall St counterparts with sentiment in the region cautious as participants braced for the key US jobs data and digested Chinese Caixin Services and Composite PMIs.Siemens confirmed it has been notified by the US Commerce Department that export control restrictions on EDA software and technology to customers in China are no longer in place.US House Republicans were reportedly stuck and didn't have the votes for the rule, while Republicans had told members to go back into their offices and a vote on the rule didn't look imminent, according to Punchbowl.UK PM Starmer said Rachel Reeves will be the Chancellor for years to come and will be the Chancellor at the next election.European equity futures indicate a marginally positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with gains of 0.7% on Wednesday.Looking ahead, highlights include EZ, UK, US PMIs (Final), Swiss CPI, US NFP, International Trade, Jobless Claims, ISM Services, Canadian Trade, ECB Minutes & BoE DMP, Speakers including BoJ's Takata & Fed's Bostic, Supply from Spain & US Refunding Announcement.Desk Schedule: On Thursday 3rd July, the desk will shut at 18:15BST/13:15EDT due to the US Independence Day. The service will resume on Thursday 3rd July for the beginning of Asia-Pac coverage at 22:00BST/17:00EDT. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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

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

V epizodi 185 je bil gostja Nina Wabra Jakič, ki je po hudi prometni nesreči pristala na invalidskem vozičku, dvakrat prebolela raka dojke, danes pa živi kot ponosna mama in žena, ki jo odlikuje izjemna življenjska energija in optimizem. V epizodi se dotakneva naslednjih tematik: Ninino življenje pred nesrečo Nesreča in njene posledice Soočanje s spremembami in iskanje hvaležnosti Soočenje z družbenimi predsodki in osebna rast Materinstvo in osebna identiteta Boj z rakom in vztrajnost Družina in osebne vrednote Filozofija in duhovna prepričanja =================== Prijavi se na newsletter in vsak petek prejmi 5 linkov, ki jih ustvarjalci podkastov Dialog in RE:MOAT izberemo tisti teden (knjige, dokumentarci, članki, podkast epizode …).  https://aidea.si/aidea-mailing-lista 

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

Following some tentative signs of easing risks in the Middle East, which have helped weaken the US dollar, Derek Halpenny, Head of Global Markets Research EMEA & International Securities, talks to Simon Mayes, Head of UK, Ireland, and Swiss FX Corporate Sales, about the potential implications for the US dollar and the financial markets. Derek also highlights some key takeaways from the numerous central bank meetings this week, including the Fed and the BoJ.

US equity futures are pointing to a lower open today. European markets have opened in the negative territory, following mixed trades in Asian markets. Global markets today are digesting Trump's decision to cut short his G7 attendance to return to Washington after warning on Truth Social for people to evacuate Tehran. BOJ left interest rates unchanged as expected. Ishiba and Trump failed to reach agreement at G7. US and Canada are aiming to strike a trade deal within a month.Companies mentioned: Verve Therapeutics, Eli Lilly, T-Mobile, Softbank

S&P Futures are moving lower as the conflict in the Middle East weighs on sentiment. President Trump left the G7 meeting earlier than scheduled without any trade deals. He posted a comment calling on the residences of Tehran to evacuate the city which has the markets on edge. The FOMC meeting starts today with an announcement scheduled for tomorrow. The BOJ left rates unchanged. Oil and defense stocks are higher this morning. Solar stocks are falling as Senate Republicans look for a full phase out of tax credits. Economic data on Retail Sales and Industrial production are due out this morning. On the earnings front, LEN is moving higher after its earnings report. LZB is due out after the bell today.