Podcasts about central banks

The Fed is going cut...in July. Period. Book it. Conditions have drastically changed and the officials shift is now underway. Rates are going down everywhere, including in DC.Eurodollar University's conversation w/Steve Van MetreCNBC Fed Governor Waller says central bank could cut rates as early as Julyhttps://www.cnbc.com/2025/06/20/fed-governor-waller-says-central-bank-could-cut-rates-as-early-as-july.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Sam Schulhofer-Wohl is a senior vice president and the senior advisor to President Lorie Logan of the Federal Reserve Bank of Dallas. Sam returns to the show to discuss recent macroeconomic conferences in the context of changes in the Treasury market and with central bank operating systems around the globe. Check out the transcript for this week's episode, now with links. Recorded on May 27th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Bumper 00:00:20 - Intro 00:01:19 - Monetary Policy Conferences 00:03:15 - Role of Nonbank Institutions in the Treasury and Money Markets 00:07:48 - Central Clearing 00:33:19 - Operating Systems in Central Banks 00:49:52 - Outro

A lot of people, maybe even a majority, find the idea of a two-decade long depression too far-fetched to take seriously. Something like that could never, ever happen. Could it? The problem is most everyone's idea of what a depression is needs to be corrected - another huge piece left missing by Economics. What is a depression? Way too familiar. Eurodollar University's Make It Make CentsNBER Cycle Dateshttps://www.nber.org/research/data/us-business-cycle-expansions-and-contractionsNYT Sept 19, 1873https://timesmachine.nytimes.com/timesmachine/1873/09/19/issue.htmlDavid A. Wells The Economic Disturbances Since 1873https://en.wikisource.org/wiki/Popular_Science_Monthly/Volume_31/July_1887/The_Economic_Disturbances_Since_1873_IHenry George Causes of Business Depressionhttps://bibliotek1.dk/english/by-henry-george/articles-and-speeches/causes-of-business-depressionJM Keynes A Tract on Monetary Reformhttps://ia902905.us.archive.org/35/items/tractonmonetaryr0000keyn/tractonmonetaryr0000keyn.pdfhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/It's back. No one wanted it, but it's here. Switzerland is first to revisit this dreaded milestone. Others aren't far behind, including now Sweden. The Swedes are facing exactly the sort of rough circumstances that made the Swiss National Bank take this drastic step. And if you think the Fed's dots have separate the FOMC from all this, look no further than one year ago. Eurodollar University's Money & Macro AnalysisSNB Press Release Policy Decisionhttps://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20250619_2CNBC International SNB Martin Schlegelhttps://www.youtube.com/watch?v=vY2-lrxsJfMRiksbank Press Release Policy Decisionhttps://www.riksbank.se/en-gb/press-and-published/notices-and-press-releases/press-releases/2025/policy-rate-is-cut-to-2-per-cent/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this podcast, Francis Diamond, Khagendra Gupta and Frida Infante discuss the Norges Bank, Riskbank and BoE meetings this week and implications for European rate markets.   Speakers: Francis Diamond, Head of European Rates Strategy Khagendra Gupta, European Rates Strategy Frida Infante, European Rates Strategy   This podcast was recorded on 20 June 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5009094-0, https://www.jpmm.com/research/content/GPS-5012102-0, https://www.jpmm.com/research/content/GPS-5012114-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Market dynamics in the last week have been dominated by developments in the Middle East, where the ongoing military action between Israel and Iran continues to have a notable impact on investor risk sentiment and oil prices. In the US and Europe, we dissect a week of central bank decisions, including the Fed and the Bank of England. In Asia we look at how trade is evolving and discuss local political developments in Thailand. Chapters: US (01:42), Europe (10:59), Asia (16:01). 

What's going to happen in this Middle East crisis? The fact that no one knows is the key point for investors grappling with an exceptionally fluid situation.In this week's podcast, Group Chief Economist Neil Shearing explores the scenarios we've outlined so clients can assess how the Israel-Iran conflict could unfold. He also draws a distinction between risk and uncertainty – a critical distinction that matters when trying to understand the implications of global crises like this one.Jonas Goltermann, our Deputy Chief Markets Economist, joins to explain how markets have been reacting and what kind of volatility to expect as decisions near on US involvement in Israeli strikes, the imposition of ‘Liberation Day' tariffs, and a crucial vote on US tax cuts in the Senate.Also in this episode, Kiran Raichura, our Chief Commercial Real Estate Economist, previews our new Asia-Pacific CRE coverage, explains why we're expanding now, what clients can expect, and what our early analysis says about the region's investment recovery.Analysis and events referenced in this episode:Read: Mapping out Israel-Iran conflict scenariosKey Issue: Iran-Israel conflictDrop-In: Russia's rising macro and market risks as war drags onRoundtable: Opportunities and risks in the shadow of US trade protectionism

The FOMC met today and while predictably there was no rate action, neither the dots nor the downgraded economy were the key takeaways. Chair Powell's press conference became the perfect example of what the Fed has become. What would you say you do here?Meanwhile, the markets, the economy and T-bills. Eurodollar University's Money & Macro Analysis

Why are Nations calling their gold home? Trust in the U.S. is breaking and Central Banks are racing to secure physical gold. Taylor Kenney reveals the quiet financial shift that could change everything and how you can take action before it's too late.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

Robert Kelly, Director of Economics and Statistics with the Central Bank, discusses its second quarterly bulletin for 2025 which has downgraded its economic growth forecast.

19 Jun 2025. The US Fed and UAE Central Bank have both held interest rates steady. We hear from Fed Chair Jay Powell - and get local reaction from Emirates NBD’s Ed Bell. Plus, Microsoft says AI won’t fix the “infinite workday” unless we change how we work. We speak to Zubin Chagpar about what needs to happen. And as the school year ends, we get the education sector’s report card from Which School Advisor. Finally, why are billboard prices soaring across Dubai? We ask ARN’s Josh Busteed.See omnystudio.com/listener for privacy information.

Struggling airlines grappling with staycations offer insight into consumer behavior. Meanwhile, the government also showed spending on goods (and certain key services) tanked again in May. Even the world's biggest entertainers and their concert tours are suddenly having a hard time. The dreaded pullback keeps getting louder and more confirmed.   Eurodollar University's Money & Macro AnalysisIATA June 2025https://www.iata.org/en/pressroom/2025-releases/2025-06-02-01/Bloomberg Trump Risks US Consumer Discontent With His Tariffs, Poll Showshttps://www.bloomberg.com/news/articles/2025-05-24/trump-risks-us-consumer-discontent-with-his-tariffs-poll-showsBloomberg Concert Ticket Prices Are Falling For the First Time in Yearshttps://www.bloomberg.com/news/newsletters/2025-06-16/concert-ticket-prices-are-falling-for-the-first-time-in-yearshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Central banks have been gobbling up gold, adding over 1,000 tonnes to their reserves each of the last three years. Meanwhile, they're jettisoning dollars. Why? In this episode of the Money Metals Midweek Memo Podcast, host Mike Maharrey delves into the central bank gold buying phenomenon. He discusses a recent survey that indicates there is more central bank gold accumulation in the pipeline and explains the ramifications for the United States and investors. 

Interview recorded - 6th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has years of experience in the wealth management industry & a unique insight into central banks.During our conversation we spoke about what Clive is seeing in the economy, financial repression, changing system, US dollar and what industries Clive is watching. I hope you enjoy! 0:00 - Introduction2:35 - What is Clive seeing in the economy?6:13 - Financial repression?9:21 - Changing system11:48 - BRICs vs Western system?13:38 - FED mistake?15:47 - US Dollar18:13 - Capital flows19:40 - Europe vs US21:12 - Strong industries?23:20 - AI eliminating corporate workers?27:12 - The Fourth Turning32:35 - Investing in AIClive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies.Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families.Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance.Clive Thompson - YouTube -  @clivethompson-jc9my  LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/Video - https://www.youtube.com/watch?v=L9aye4wQ8OkWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Australian markets fall ahead of a US Federal Reserve meeting on interest rates – as oil continues its rally. Perpetual Limited's head of investment strategy, Matt Sherwood joins Rhayna Bosch with the details. Plus - Optus faces a $100 million fine, one of the largest consumer law penalties in Australian history. Stephanie Youssef speaks with Australian Communications Consumer Action Network CEO Carrol Bennett about the significance of the development.

As cross-asset volatility resets following peak tariff fear, the geopolitical risk premium in the oil options market has moved higher. In this edition of the All Options Considered podcast, Bloomberg Intelligence's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Matt King, founder of Satori Insights, to discuss the impact of changes in central-bank reserves, liquidity and flows on markets.

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/Nine months later, China's bazooka has totally flopped. We have all the proof necessary. But the "stimulus" failure is not even the biggest takeaway. The full story behind it starts with banks, detours into massive volatility in Hong Kong, before ending up with zombies. Seriously. Eurodollar University's Money & Macro AnalysisBloomberg Beijing's Borrowing Drove Credit Growth Despite Weak Loan Demandhttps://www.bloomberg.com/news/articles/2025-06-13/china-credit-expansion-new-loans-rose-less-than-expected-in-mayBloomberg China Forced to Keep Unprofitable Firms Alive to Save Jobs and Avoid Unresthttps://www.bloomberg.com/news/features/2025-06-12/xi-keeps-china-s-unprofitable-businesses-alive-to-save-jobs-and-avoid-unrestHK HIBORhttps://www.hkab.org.hk/en/rates/hiborhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

The entire cryptocurrency world is watching as tensions in the Middle East escalate. Following the escalation of Israel-Iran tensions, crypto investors began to worry about another potential shockwave. 00:00 Intro00:18 Sponsor: Coinbase00:45 Trump looking for a "real end" with Iran01:34 Trump: I'm looking for better than a ceasefire03:10 Why Trump left the G7 early04:24 UK trade deal05:36 The Fed has good reasons to cut06:30 Central Banks cutting rates07:50 Bloomberg: Asia's sell America moment09:30 Genius Act today10:40 CNBC: Stablecoins are going to be critical to the US13:25 Ripple vs SEC14:30 Sidelined money15:15 Tech Stocks: Dotcom Bubble vs Now16:25 Coinbase tokenized stocks16:56 ETH=Oil17:50 Outro#Crypto #ethereum #Bitcoin~Crypto vs Crisis

We start out today taking a look at the latest retail sales numbers shared by the Commerce Department and what they tell us you are doing...or not doing.  This is the Business News Headlines for Tuesday the 17th day of June, thanks for being here.  in other news, the Trump Tax bill will add trillions to the deficit. An Illinois toy company is challenging the Trump Tariffs and went before the Supreme Court today.  The Central Bank meets this week and what might they do with regard to interest rates?  We'll share what we know. We'll take a look at what happened on Wall Street in the Wall Street Report and have you heard of the infinite workday?  You will today…let's go! Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.

Chris Senyek, Chief Investment Strategist at Wolfe Research goes into why he thinks the cyclical nature of the market has changed in the years since the 2008 financial crisis. As central banks grapple with sticky inflation and high debt to GDP ratios, we discuss the delicate balancing act between yields and interest rates and how they differ globally.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Chris Senyek, Chief Investment Strategist at Wolfe Researchhttps://bit.ly/3scDZmlEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. 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Oil explodes at the worst time imaginable. There is no good time, of course, here in June 2025 the economy is dealing with tariffs, tariff-distortions, not to mention a noticeable amount of fragility already. Is rising oil going to spark the inflation reignition the Fed has been fearing?Eurodollar University's conversation w/Steve Van Metrehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

This episode features various professionals discussing their experiences and journeys in the identity and access management (IAM) field during a meetup in Oslo, Norway, and Berlin, Germany. Participants include individuals from the Central Bank of Norway, Space Norway, and newcomers to the IAM space, among others. The event, promoted as 'IdentitBeer,' highlights networking, the evolution of IAM, challenges faced, and the importance of honest relationships in business development. Key topics include the history and growth of IdentiBeer, community impact, and personal anecdotes about working in IAM.Chapters00:00 Welcome to Identity at the Center00:18 Meet the Identity Experts01:49 Discovering the Faces Behind Identity02:07 Sarah's Journey into Identity06:47 Tips for Building Client Relationships13:13 Espen's Origin Story and IdentiBeer17:05 Expanding IdentiBeer Globally22:58 IdentiBeer Meetup in Asheville23:30 Organizing IdentiBeer Events24:34 IdentiBeer at Identiverse25:55 Reflections on Identity Community26:07 Identity Professionals' Introductions28:17 AI and Identity Management30:04 Identity Journeys and Experiences31:26 Challenges in Identity Management34:08 Identity in Cybersecurity45:37 Closing Remarks and CheersFind your next IdentiBeer event: https://identi.beer/Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.com#idac #IdentityAtTheCenter #IdentiBeer #IAM #IdentityandAccessManagement #Oslo #Berlin #Norway #Germany #Cybersecurity #InfoSec #TechCommunity #Networking #IdentityManagement #DigitalIdentity #TechPodcast #ITSecurity #AccessManagement #IdentiBeerOslo #IdentiBeerBerlin #JimMcDonald #JeffSteadman

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

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Craig Hemke, Founder & Editor TF Metals Report, joins us for his weekly editorial to break down the latest moves in the U.S. Dollar, the precious metals sector, and positioning in the silver market.   Key Themes Covered: U.S. Dollar Breakdown: With the DXY falling below 98, approaching multi-year lows, Craig discusses how this weakness acts as a tailwind for precious metals and broader commodities. He outlines the inverse tick-for-tick trading patterns between the dollar and gold, especially during key Fed events. Silver COT Warning Signs: Despite silver pushing above $36, Craig flags caution based on the CoT (Commitment of Traders) report positioning. Speculative interest may be topping out, creating the potential for a pullback tied to July contract expirations and positioning rollovers. Gold/Silver Ratio Outlook: While some traders use the gold-silver ratio to toggle exposure, Craig remains focused on fundamental and technical price action. He wouldn't be surprised to see the ratio revisit 100 before silver regains momentum. Silver Stocks Divergence: We analyze the recent disconnect between silver prices and the underperformance of silver equities like SIL and SILJ, even amid record volume. Craig discusses how shallow market depth and investor skepticism may still be suppressing upside despite stronger silver pricing. Gold's Long-Term Drivers: With central banks continuing to add to gold reserves and global debt exploding (e.g., $116,000/second added to U.S. debt in May alone), Craig emphasizes that fiat devaluation remains the core bullish case for gold in the years ahead. Visit https://www.tfmetalsreport.com for more of Craig's insights Drop your questions in the comments and subscribe for future updates.

With the Fed set to hold rates steady, markets are watching inflation risks and global flashpoints. Rising oil prices and upcoming retail sales data could shift expectations fast.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

  Kristina Clifton and Carol Kong discuss the key influences on currencies this week include conflict in the Middle East and meetings by the US Federal Reserve, Bank of England and Bank of Japan.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.    

When did the dollar stop being a dollar? Most people might answer August 15, 1971, but a more accurate answer would be around a hundred years before then. There isn't exact date, just the most consequential evolution no one has ever heard of. The good news is that evolution doesn't stop. Eurodollar University's Make It Make Centshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Why are LT rates rising? Most people say it is the long overdue reckoning. After resisting inflation, the Fed, most of all insane debt levels for years, the chickens have finally come home to roost for longer-dated Treasury notes and bonds. And that would mean the market was wrong about all those factors up until now. What IS happening on the curve?Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this exclusive interview, Fastex CEO Vakhtang Abrahamyan sits down with BTCTN's @_dsencil to share his journey from 25+ years in central banking and regulation to leading a Web3 powerhouse.We cover: • His transition from EU regulatory roles to crypto leadership • Fastex's expansion into the EU, UAE, and now the US • How they're approaching real-world asset tokenization (RWAs) • Lessons from CEX security breaches and how Fastex approaches cybersecurity • Thoughts on regulatory clarity in the US and why they're betting on the marketWhether you're into Web3 infrastructure, RWAs, or understanding how regulators think, this one's a must-watch.

Ongoing trade deal developments remain the largest driver of global markets right now. Our focus next week will be on the G7 Summit in Canada, to see if there are any further trade developments. We look ahead to central bank meetings in Indonesia, the Philippines, Taiwan and Japan, as well as fresh ECB communication and policy meetings across the UK, Switzerland, Sweden and Norway. Chapters: US (01:48), China (07:39), Europe (11:31), Japan (14:31), Rest of Asia (18:22), Australia & New Zealand (21:37).

In this episode of Unearthed, hosts Joe Cavatoni and John Reade unpack the latest gold market trends from May, including ETF outflows and a split between institutional interest and softer retail demand in the US. They also touch on ongoing central bank buying, preview the upcoming Central Bank Gold Reserves Survey, and explore how fiscal concerns and global uncertainty continue to drive gold's appeal.  About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

Following Israeli strikes against Iranian nuclear and military targets, and Iranian counterstrikes, Group Chief Economist Neil Shearing lays out what investors should be watching for across macro and markets. Among other issues, Neil also explains:Why – as things stand – this situation shouldn't influence the Fed meeting in the coming week;  What the latest inflation data signal about how tariffs are working their way through the global economy; Whether a 'shadow' Fed chairman would tackle Donald Trump's problems with the current incumbent What to make of the past week's round of US-China talks in London.Also on the show, Commodities Economist Hamad Hussain talks about China's stranglehold on global rare earths supply, how the demand picture will change in the wake of the latest US-China agreement and why Western governments haven't done more to find alternatives to Chinese sellers. Events and analysis referenced in this episode:The Israel-Iran escalation and global marketsIsrael's strikes on Iran: assessing the macro impactDrop-In: Israel-Iran military strikes – Assessing the global economic implicationsFiring Powell would just be the beginning of the Fed's endLimited US-China “deal” suggests ambitions are lowRare earths “deal” won't be the final wordCapital Economics Events

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/Negative downgrades to the world. Negative rates among major bonds already. Negative prices for consumers - here in the United States. The deflationary signals keep picking up. More to the point, all of this adds up to what markets like swaps have been saying for years. And that's the bad news. Eurodollar University's Money & Macro AnalysisWorld Bank https://www.worldbank.org/en/publication/global-economic-prospectshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Clare County Council has agreed to ask the Government to "investigate and instigate" actions that can be taken to end Irish complicity in the Gaza genocide. Unanimous support was given to a motion tabled by seven Fianna Fáil councillors this week calling on the Government to "prevent the funding of Israeli war bonds" and "fast track the Occupied Territories Bill into law". It comes two weeks after Clare's three Government TDs, including Fianna Fáil's Timmy Dooley and Cathal Crowe, voted against a Sinn Féin bill which would have prohibited the Central Bank from approving the prospectus for Israeli bonds at EU level. Maghera Fianna Fáil Councillor Pat Hayes says it's "tough luck" for the Government if they don't agree with what the motion is proposing.

Central bankers are being forced to reckon with their inflation biases which are not standing up to reality. Deflationary consequences are breaking out worldwide, either in the form of increasingly layoff-riddled labor markets or outright price deflation; sometimes both. The global race to the bottom for interest rates is spreading as acknowledgement of economic facts rather than Economics fantasy. Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/RBI went full-blown shock and awe. Yet another major global central bank previously fixated on "inflation" abruptly and aggressively joining the race to the bottom. For India, it wasn't  heavy rate cuts this time. Indian Officials said they want to shore up confidence; OK, so how bad is confidence if they fell "shock and awe" is necessary to shore it up?Eurodollar University's Money & Macro AnalysisBBC India central bank delivers sharp rate cut as growth and inflation fallhttps://www.bbc.com/news/articles/c62vdq6g945oTimes of Indiahttps://timesofindia.indiatimes.com/business/india-business/bank-loans-to-nbfcs-slows-sharply/articleshow/121557368.cmshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

ST rates have dropped sharply in the past few weeks, the past few days, in particular. The 4w Treasury bill now yields less than IOR, repo, even the Fed's RRP "floor." That's not all: the 3m10s spread has reinverted again. At the same time another major central bank just hit the panic button, going with a 50-bps cut only a few months after getting started. Where is this all heading? Not in Jay's direction.Eurodollar University's conversation w/Steve Van Metrehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

The payroll estimates for May were a total mess. The headline was weak, revisions make it totally unreliable anyway, and it only gets worse from there. A lot worse. The labor market is breaking down and it's getting uncomfortable and dangerous.

On today's show we are looking at the economy and trying to figure out if the global economy is growing or shrinking, and by extension how the economy will be affected in North America.Thursday this week the ECB announced  another 0.25% rate cut while at the same time signalling that they are nearing the end of their rate cutting. --------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Eight times now. The ECB is trying to say it might be one now, yet no one is listening least of all the economy. What everyone really wants to know is, when is the Fed going to follow along? In addition to all these other central banks acting, the latest reports from the Fed itself show that rejoining the global rate race might be a lot closer than everyone thinks. Eurodollar University's Money & Macro AnalysisECB Press Conference Statement https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250605~f00a36ef2b.en.htmlBloomberg US Initial Jobless Claims Rise to Highest Level Since Octoberhttps://www.bloomberg.com/news/articles/2025-06-05/us-initial-jobless-claims-rise-to-highest-level-since-octoberFed Beige Book May 2025https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250604.pdfhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

This special episode of DevelopLex was created in partnership with Commerce Lexington to capture the biggest takeaways from the 2025 Leadership Visit to Madison, Wisconsin - and bring them home to Lexington.Every year, Commerce Lexington organizes one of the largest and longest-running intercity leadership trips in the country. Presented by Central Bank & Trust Co., the 2025 visit brought 165 Lexington-area leaders to Madison for three days of immersive learning. The goal? Study what's working in high-performing peer cities and bring those insights back to Lexington.Madison's story is one of intentional growth. With a youthful population, a booming research university, and major employers like Epic Systems, it's a city defined by its constraints - and its creativity. From land use challenges and housing affordability to civic alignment and regionalism, this episode is packed with ideas Lexington can act on.Speakers in the order they appear:1:52 Jason Ilstrup - President, Downtown Madison Inc.6:37 Jennifer Mnookin - Chancellor, University of Wisconsin-Madison8:33 Kate Dale - EVP of Brand Strategy & Communications, Destination Madison17:10 & 22:22 Kurt Paulsen - Professor of Urban Planning, University of Wisconsin, MadisonHosted by Ross BoggessDevelopLex is proud to be supported by:SVN Stone Commercial Real EstateCommunity Trust BankCraftsman Contractors

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/For a week when the labor market and its data are in the bright, blaring spotlight, it did NOT get off to a good start. Not only ADP, also ISM. Both together showed the economy continued losing momentum and vitality in May - even with tariff delays and a stock market rebound. Both ended p with some of the worst numbers for each in years. Eurodollar University's Money & Macro AnalysisADP May 2025https://adpemploymentreport.com/Bloomberg US Hiring Cools to Slowest Pace in Two Years, ADP Data Showhttps://www.bloomberg.com/news/articles/2025-06-04/us-hiring-falls-to-slowest-pace-in-two-years-adp-data-showBloomberg US Services Activity Contracts for First Time in Nearly a Yearhttps://www.bloomberg.com/news/articles/2025-06-04/us-services-activity-contracts-for-first-time-in-nearly-a-yearCNBC Trump says ‘Too Late' Powell must lower interest rates after weak ADP jobs reporthttps://www.cnbc.com/2025/06/04/trump-powell-adp-jobs.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Why are swap spreads today as negative as they had been in the worst parts of April? Why is Swiss franc nearly as strong? Consumer prices undershooting and even turning negative offer a bigtime clue. As does the latest from Chinese and American factories. It's not one big thing like April, it's all the little things which keep coming up and piling on. Eurodollar University's Money & Macro AnalysisBloomberg Swiss Inflation Turns Negative for First Time in Four Yearshttps://www.bloomberg.com/news/articles/2025-06-03/swiss-inflation-turns-negative-for-first-time-in-four-yearsBloomberg Euro-Zone Inflation Slows Below 2%, Backing More ECB Cutshttps://www.bloomberg.com/news/articles/2025-06-03/euro-zone-inflation-slows-below-2-backing-more-ecb-rate-cutsBloomberg RBA's Hunter Sees US Tariffs Dragging on Australian Growth, Jobshttps://www.bloomberg.com/news/articles/2025-06-03/rba-s-hunter-sees-us-tariffs-dragging-on-australian-growth-jobsOECD Economic Outlook, Volume 2025 Issue 1https://www.oecd.org/en/publications/oecd-economic-outlook-volume-2025-issue-1_83363382-en.htmlCNBC U.S. growth forecast cut sharply by OECD as Trump tariffs sour global outlookhttps://www.cnbc.com/2025/06/03/us-growth-forecast-cut-further-by-oecd-as-trump-tariffs-sour-outlook.htmlBloomberg China's Private Factory Gauge Plunges to Weakest Since 2022https://www.bloomberg.com/news/articles/2025-06-03/china-private-factory-gauge-unexpectedly-shrinks-after-us-trucehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/Several more countries around the world are reporting contractions in GDP even before getting to trade wars and any tariff impacts. The latest cluster around Scandinavia and have European banks overall behaving in very curious ways. So much so, the typically hands-off ECB is writing letters to them and threatening on-site visits to get some answers before the economy really takes its turn. Eurodollar University's Money & Macro AnalysisBloomberg Sweden's Surprise Economic Contraction Boosts Rate Cut Oddshttps://www.bloomberg.com/news/articles/2025-05-30/swedish-economy-unexpectedly-shrinks-weighed-down-by-investmentBloomberg ECB Steps Up Scrutiny of Banks' Exposure to Private Marketshttps://www.bloomberg.com/news/articles/2025-05-30/ecb-intensifies-scrutiny-of-banks-exposure-to-private-marketshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Texas Just Sent a Warning Shot to the Rest of the U.S. EconomyConsumer spending in Texas has collapsed, and the data from the Dallas Fed is worse than anyone expected. Retail sales activity fell off a cliff in May, hitting levels not seen since April 2020. Inventories are piling up, work hours are being slashed, and employers are cutting back.Is this just a Texas problem… or is it the first sign of a nationwide consumer retrenchment?In this video, we break down the shocking data, why it matters, and how it could ripple across the entire U.S. economy in the months ahead.If the U.S. consumer breaks, it's game over.Eurodollar University's conversation w/Steve Van Metrehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

On today's show we are talking about a new provision of the latest tax bill that passed the US Congress and is now before the Senate. During the election campaign, President Trump said clearly that he did not favor a central bank digital currency. In fact he has made several statements in support of crypto currencies and his family is active in various crypto initiatives. But it seems that the President may have accidentally created the underlying systems that in fact amount to a CBDC. Whether this is an accident or deliberate is hard to tell. But the effect on the long term freedom and privacy of the citizens of the US is the same. The Federal Reserve Act explicitly prohibits ordinary citizens from having an account at the Fed. In order for a CBDC to be enacted in the US, it would require that aspect of the legislation to be modified. On today's show I'm going to unveil the plumbing that is being created in the system that effectively amounts to a CBDC with direct government oversight.-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Everyone's favorite topic, yet there is little factually correct information floating around the internet or social media. You can't understand the dollar's position until you realize it's actually the eurodollar you're really talking about. And that means reserve currency, and hardly anyone knows what that truly means or involves. Until now. Eurodollar University's Make It Make CentsFOMC Minutes December 1963https://www.federalreserve.gov/monetarypolicy/files/fomchistmin19631217.pdfFOMC Transcript Feb 1998https://www.federalreserve.gov/monetarypolicy/files/FOMC19980204meeting.pdfBIS 1964 34th Annual Reporthttps://www.bis.org/publ/arpdf/archive/ar1964_en.pdfhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU