Podcasts about cpi

Confira os destaques de Os Pingos nos Is desta sexta-feira (27):O ministro do STF Gilmar Mendes suspendeu a quebra dos sigilos bancário, fiscal e telemático da empresa Maridt, que tem entre os sócios o ministro Dias Toffoli. A medida havia sido determinada pela CPI do Crime Organizado para investigar a compra de um resort por um fundo ligado ao ex-banqueiro Daniel Vorcaro, do Banco Master. O presidente do Senado, Davi Alcolumbre (União-AP), determinou a apuração da votação que aprovou a quebra de sigilos de Lulinha, filho do presidente Lula (PT), após parlamentares da base governista alegarem fraude na contagem dos votos na CPMI do INSS. O Senado da Argentina aprovou o projeto que reduz a maioridade penal de 16 para 14 anos. A proposta tem apoio do presidente Javier Milei, que defendia idade mínima de 13 anos, mas recuou após negociação com aliados. O texto passou por 44 votos a 27. Segundo a Casa Rosada, adolescentes condenados ficarão em espaços separados dos adultos e a prisão em regime fechado será aplicada apenas a crimes graves, como homicídio. O comentarista Luiz Felipe D'Avila comentou a aprovação pelo Senado argentino da redução da maioridade penal de 16 para 14 anos, uma pauta defendida pelo presidente Javier Milei. Segundo ele, a medida representa a ideia liberal de que liberdade só existe com responsabilidade e que quem viola a lei deve responder pelos seus atos. O senador Flávio Bolsonaro (PL-RJ) se reuniu com o governador de São Paulo, Tarcísio de Freitas (Republicanos-SP), em meio às articulações para as eleições. Após o encontro no Palácio dos Bandeirantes, Tarcísio elogiou o senador e afirmou que ele “vai fazer a diferença” e será capaz de unir forças em um projeto de responsabilidade fiscal e visão de futuro.O governador de Minas Gerais, Romeu Zema (Novo-MG), anunciou que detentos irão auxiliar nos trabalhos de limpeza em Ubá, na Zona da Mata, após as fortes chuvas que atingiram o município e causaram destruição em diversos pontos da cidade. O anúncio foi feito pelas redes sociais e gerou debate na internet. Durante análise sobre o cenário eleitoral em São Paulo e as dificuldades do presidente Lula (PT) para montar um palanque competitivo no estado, o comentarista Bruno Musa afirmou que o PT hoje representa apenas 9% do poder político no Brasil. As estatais brasileiras registraram déficit de R$ 4,9 bilhões em janeiro, o pior resultado para o mês em valores nominais, segundo relatório de estatísticas fiscais do Banco Central. No acumulado dos últimos 12 meses, o rombo chega a R$ 9,7 bilhões. A Corregedoria Regional da Polícia Federal no Rio de Janeiro afastou preventivamente o ex-deputado federal Eduardo Bolsonaro (PL-SP) do cargo de escrivão na delegacia da PF em Angra dos Reis, na Costa Verde fluminense. A medida vale até a decisão final do processo administrativo disciplinar aberto em 27 de janeiro para apurar faltas injustificadas. O ex-ministro da Previdência Carlos Lupi (PDT) foi citado em delações premiadas firmadas por ex-dirigentes do INSS no inquérito que apura o esquema de descontos ilegais em aposentadorias e benefícios. Segundo informações divulgadas pelo portal Metrópoles, Lupi teria atuado para proteger indicados seus que ocupavam cargos estratégicos no instituto. Você confere essas e outras notícias em Os Pingos nos Is.

O ministro Gilmar Mendes, do Supremo Tribunal Federal, determinou a suspensão da quebra dos sigilos fiscal e telemático da Maridt, empresa que tem o ministro Dias Toffoli como um dos sócios.O habeas corpus foi concedido a pedido da própria empresa. A quebra dos sigilos havia sido aprovada pela CPI do Crime Organizado, do Senado, na quarta-feira.Duda Teixeira, Madeleine Lacsko e Anne Dias comentam:Papo Antagonista é o programa que explica e debate os principais acontecimentos do   dia com análises críticas e aprofundadas sobre a política brasileira e seus bastidores.     Apresentado por Madeleine Lacsko, o programa traz contexto e opinião sobre os temas mais quentes da atualidade.     Com foco em jornalismo, eleições e debate, é um espaço essencial para quem busca informação de qualidade.     Ao vivo de segunda a sexta-feira às 18h.    Apoie o jornalismo independente. Assine O Antagonista e Crusoé com 10% via Pix ou Google Pay:   https://assine.oantagonista.com.br/  Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br #stf #gilmarmendes #diastoffoli #justiça #politica #brasilia #bastidoresdopoder #noticiasurgentes #judiciario #transparencia #direitopenal #decisãosuprema

Confira os destaques de Os Pingos nos Is desta quinta-feira (26):O deputado Rogério Correia (PT-MG) admite ter agredido o deputado Luiz Lima (Novo-RJ) durante confusão na CPMI do INSS. O episódio ocorreu após a aprovação da quebra de sigilo bancário e fiscal de Fábio Luiz Lula da Silva. O parlamentar afirmou ter reagido a provocações e pediu desculpas nas redes sociais. O senador Eduardo Girão (Novo-CE) comenta a confusão registrada na CPMI do INSS após a aprovação da quebra de sigilo bancário e fiscal de Fábio Luiz Lula da Silva. Segundo ele, a base governista tentou reverter o resultado da votação e tumultuou a sessão. Girão afirma que a comissão seguirá investigando o caso. O presidente da Câmara, Hugo Motta, afirma que não abriria uma CPI para investigar o Banco Master neste momento. Ele argumenta que já há 16 CPIs protocoladas e que apenas cinco podem funcionar simultaneamente, seguindo ordem cronológica. A decisão acompanha posicionamento semelhante no Senado. O Judiciário adiou para março o julgamento sobre a suspensão dos chamados “penduricalhos”, verbas indenizatórias que podem elevar salários acima do teto constitucional. Durante a sessão, associações de magistrados defenderam os auxílios e uma juíza aposentada afirmou que o salário “mal paga um lanche”. O presidente do STF, Edson Fachin, classificou o tema como “tormentoso”. Parlamentares da base governista recorrem ao presidente do Senado, Davi Alcolumbre, para tentar anular a decisão da CPMI do INSS que aprovou a quebra de sigilo fiscal e bancário de Fábio Luiz Lula da Silva. Governistas alegam erro na contagem de votos e questionam a votação simbólica conduzida pelo presidente da comissão. Pesquisa Atlas Intel em parceria com a Bloomberg revela que 91,5% dos brasileiros acreditam que organizações criminosas exercem controle ou forte influência sobre a política e a Justiça no país. O levantamento ouviu 4.986 pessoas entre os dias 19 e 24 de fevereiro, com margem de erro de aproximadamente um ponto percentual. O presidente da Câmara, Hugo Motta, defende a PEC que prevê o fim da escala 6x1 e compara a proposta ao fim da escravidão no Brasil. Segundo ele, decisões consideradas “impossíveis” no passado também enfrentaram resistência antes de se tornarem avanços históricos. A votação da matéria está prevista para maio. Você confere essas e outras notícias em Os Pingos nos Is.

Yelena Shulyatyeva and Ian Wyatt break down the latest inflation data. Ian thinks investors should focus on the PCE over the CPI report and explains how their different weightings give them different perspectives. Yelena thinks that the continued imposition of tariffs will keep inflation up. She explains why she's looking at the February employment report more than the January one, citing seasonality and a low response rate among other factors. Yelena and Ian discuss how many rate cuts, if any, we'll see this year from the Fed.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ali Meli breaks down the January PPI report, which came in hot, and contrasts it with a cooler CPI. He believes AI CapEx may be showing up in PPI as data center buildout accelerates, noting that this area is “not that cost sensitive” and willing to spend hundreds of millions of dollars. He anticipates a margin squeeze as a lot of these companies are also losing money on their products. Ali thinks this dynamic could force the Fed's hand on rates and its balance sheet, and explains how. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

O programa Meio-Dia em Brasília desta sexta-feira, 27, fala sobre a gritaria do PT em relação à aprovação do requerimento de quebra de sigilo de Fábio Luís Lula da Silva, o Lulinha, filho do presidente Lula e as articulações do partido para tentar derrubar a sessão desta quinta-feira.Além disso, o jornal também aborda a tática da CPI do Crime Organizado para constranger os ministros do STF Dias Toffoli e Alexandre de Moraes e fala ainda sobre os melhores, os piores da semana e sobre a revista Crusoé.Meio-Dia em Brasília traz as principais notícias e análises da política nacional direto   de Brasília.     Com apresentação de José Inácio Pilar e Wilson Lima, o programa aborda os temas mais quentes do cenário político e econômico do Brasil.     Com um olhar atento sobre política, notícias e economia, mantém o público bem informado.   Transmissão ao vivo de segunda a sexta-feira às 12h.   Apoie o jornalismo independente. Assine O Antagonista e Crusoé com 10% via Pix ou Google Pay:  https://assine.oantagonista.com.br/   Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br#CasoMaster #DiasToffoli #AlexandreDeMoraes #AndréMendonça (Novo relator do caso) #CriseNoSTF #ImpeachmentSTF #Suspeição #CPIDoCrimeOrganizado #Lulinha #QuebraDeSigilo #DanielVorcaro #BancoMaster #PolíciaFederal #OperaçãoINSS #OAntagonista #MeioDiaEmBrasília #JornalismoIndependente #BastidoresDoPoder #BrasilPassadoALimpo #PolíticaHoje

A CPI do Crime Organizado subiu o tom em uma das sessões mais tensas da história recente do Congresso.O relator do colegiado, senador Vieira, citou formalmente o ministro do STF, Dias Toffoli, como suspeito de envolvimento em esquemas de lavagem de dinheiro.A investigação foca em fluxos financeiros que teriam ligação com o Banco Master e transações imobiliárias sob suspeita. O movimento representa uma quebra de paradigma na relação entre Legislativo e Judiciário, colocando um ministro da Suprema Corte sob a lupa de um crime de natureza infamante.Meio-Dia em Brasília traz as principais notícias e análises da política nacional direto   de Brasília.     Com apresentação de José Inácio Pilar e Wilson Lima, o programa aborda os temas mais quentes do cenário político e econômico do Brasil.     Com um olhar atento sobre política, notícias e economia, mantém o público bem informado.   Transmissão ao vivo de segunda a sexta-feira às 12h.   Apoie o jornalismo independente. Assine O Antagonista e Crusoé com 10% via Pix ou Google Pay:  https://assine.oantagonista.com.br/   Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br 

Bom dia 247_ quebra de sigilo de Fábio Luís abre guerra na CPI 27_2_26 by TV 247

The Midwest is quietly leading rent growth while the Sunbelt continues to cool but sellers haven't gotten the memo.In this episode of The Gray Report, we break down what we're actually seeing on the ground: Fort Wayne acquisition opportunities that don't quite pencil, cap rates creeping into the mid-5s and 6s, and why discipline matters more than ever in a slow-growth environment. We also unpack preferred returns (what they are — and what they definitely are not), challenge the accuracy of CPI's shelter inflation data, and discuss whether the Fed may be making decisions based on flawed housing metrics. If you care about where multifamily is heading in 2026 — and how to navigate uncertainty without overreaching — this one's for you.

No “Estadão Analisa” desta sexta-feira, 27, Carlos Andreazza fala sobre a autorização do ministro do Supremo Tribunal Federal (STF) André Mendonça para a quebra dos sigilos bancários, fiscais e telemáticos de Fábio Luís Lula da Silva, o Lulinha. A decisão foi tomada antes da sessão desta quinta-feira, 26, da CPI do INSS, quando foi aprovada a quebra dos sigilos bancário e fiscal do filho mais velho do presidente Luiz Inácio Lula da Silva. A quebra de sigilos bancário e fiscal do Lulinha remete aos piores momentos da longa carreira política do pai, o presidente Lula − mensalão, Lava Jato e prisão – e desaba sobre a campanha da reeleição justamente quando o senador Flávio Bolsonaro se firma e ganha fôlego como o principal candidato da oposição. Quanta poeira, ou lama, pode sair daí? Afinal, Lula está virtualmente reeleito? É o mais forte candidato, mas a resposta, nua e crua, é que não. Se as pesquisas até aqui capturavam o favoritismo do presidente, começam a registrar que não é bem assim e a campanha vai ser uma pedreira, ainda mais difícil do que a de 2022, que ele venceu já por margem bem apertada. Assine por R$1,90/mês e tenha acesso ilimitado ao conteúdo do Estadão.Acesse: https://bit.ly/oferta-estadao O 'Estadão Analisa' é transmitido ao vivo de segunda a sexta-feira, às 7h, no Youtube e redes sociais do Estadão. Também disponível no agregador de podcasts de sua preferência. Apresentação: Carlos AndreazzaEdição/Produção: Jefferson PerlebergCoordenação: Renan PagliarusiSee omnystudio.com/listener for privacy information.

Confira os destaques de Os Pingos nos Is desta quarta-feira (25):A Câmara dos Deputados aprova o PL Antifacção, que endurece o combate ao crime organizado. O texto relatado pelo deputado Guilherme Derrite (PL-SP) retoma trechos da versão aprovada pela Câmara e mantém parte das alterações feitas pelo Senado. O projeto segue agora para sanção do presidente Lula (PT), que pode sancionar, vetar parcialmente ou vetar integralmente. Em entrevista ao programa Os Pingos nos Is, o deputado Guilherme Derrite (PL-SP) comentou a aprovação do PL Antifacção e afirmou que o governo federal já reconhecia que seria derrotado na votação. Segundo o relator, o texto aprovado mantém quase integralmente a versão da Câmara e cria regras mais rígidas para o combate ao crime organizado. O projeto segue agora para sanção do presidente Lula (PT).Derrite (PL-SP) ainda relatou visita ao ex-presidente Jair Bolsonaro (PL) na Papudinha e afirmou que teve seu nome confirmado como pré-candidato ao Senado por São Paulo. O encontro contou com a presença do senador Flávio Bolsonaro (PL-RJ) e tratou de articulações políticas e estratégias eleitorais. O Senado aprova projeto de lei que endurece regras para condenados por crimes contra policiais e agentes de segurança. A proposta amplia a aplicação do Regime Disciplinar Diferenciado (RDD) e prevê medidas mais rígidas para presos reincidentes em crimes com violência grave ou ameaça. O texto segue agora para análise da Câmara dos Deputados. A CPI do Crime Organizado aprova requerimentos para investigar o caso Banco Master e convoca o empresário Daniel Vorcaro e irmãos do ministro do STF Dias Toffoli. Os senadores também autorizaram quebras de sigilo bancário, fiscal, telefônico e telemático relacionadas à investigação. As oitivas devem ocorrer nas próximas semanas no Senado. Pesquisa Atlas/Bloomberg mostra empate técnico entre o senador Flávio Bolsonaro (PL-RJ) e o presidente Lula (PT) em um eventual segundo turno das eleições presidenciais. O levantamento aponta crescimento do pré-candidato e indica cenário polarizado, com divisão nas preocupações dos eleitores sobre o resultado da disputa. Após forte repercussão pública, um desembargador do Tribunal de Justiça de Minas Gerais voltou atrás em decisão anterior e condenou um homem acusado de estupro de vulnerável contra uma menina de 12 anos. A nova decisão atende a recurso do Ministério Público e determina a prisão do condenado. O caso também é investigado pelo Conselho Nacional de Justiça (CNJ). O senador Flávio Bolsonaro (PL-RJ) inicia coleta de assinaturas para uma PEC que propõe o fim da reeleição para presidente da República. Segundo o parlamentar, a medida busca fortalecer a alternância de poder e reduzir o uso da máquina pública com objetivos eleitorais. A iniciativa também faz parte da articulação política visando ampliar apoio entre partidos do Centrão e da direita. O senador Flávio Bolsonaro (PL-RJ) anuncia os nomes de Carlos Bolsonaro (PL-RJ) e Carol de Toni (PL-SC) como candidatos do Partido Liberal ao Senado por Santa Catarina. O anúncio foi feito durante evento do PL e encerra a disputa interna pela composição da chapa no estado para as eleições de 2026. Você confere essas e outras notícias em Os Pingos nos Is.

Em um movimento histórico e audacioso, a CPI do Crime Organizado aprovou o convite para que os ministros Dias Toffoli e Alexandre de Moraes prestem esclarecimentos sobre suas supostas relações com o Banco Master.Mais do que o convite, o colegiado conseguiu aprovar a quebra de sigilos que podem atingir o entorno dos magistrados.A investigação busca entender o fluxo financeiro e as decisões judiciais que favoreceram a instituição de Daniel Vorcaro, em um cenário onde o parlamento parece não mais aceitar a passividade diante de suspeitas graves.Meio-Dia em Brasília traz as principais notícias e análises da política nacional direto   de Brasília.     Com apresentação de José Inácio Pilar e Wilson Lima, o programa aborda os temas mais quentes do cenário político e econômico do Brasil.     Com um olhar atento sobre política, notícias e economia, mantém o público bem informado.   Transmissão ao vivo de segunda a sexta-feira às 12h.   Apoie o jornalismo independente. Assine O Antagonista e Crusoé com 10% via Pix ou Google Pay:  https://assine.oantagonista.com.br/   Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br #STF #CPI #CrimeOrganizado #AlexandreDeMoraes #DiasToffoli #BancoMaster #Justiça #Crise 

No “Estadão Analisa” desta quinta-feira, 26, Carlos Andreazza fala sobre a CPI do Crime Organizado que aprovou o convite para o comparecimento do ministro do Supremo Tribunal Federal (STF) Dias Toffoli ao colegiado e a quebra de sigilo fiscal da Maridt Participações no período entre 2022 e 2026. Toffoli é sócio da empresa, que vendeu parte do resort Tayayá a fundo ligado ao Banco Master. A comissão aprovou ainda a convocação dos irmãos do ministro, José Carlos Dias Toffoli e José Eugênio Dias Toffoli, que são gestores da Maridt. Pelo tipo de requerimento, a presença deles para prestar depoimento à CPI é obrigatória. Já a de Toffoli é facultativa. A CPI também aprovou o convite ao ministro Alexandre de Moraes e a convocação de Daniel Vorcaro, dono do Master. Assine por R$1,90/mês e tenha acesso ilimitado ao conteúdo do Estadão.Acesse: https://bit.ly/oferta-estadao O 'Estadão Analisa' é transmitido ao vivo de segunda a sexta-feira, às 7h, no Youtube e redes sociais do Estadão. Também disponível no agregador de podcasts de sua preferência. Apresentação: Carlos AndreazzaEdição/Produção: Jefferson PerlebergCoordenação: Renan PagliarusiFoto: Wilton Junior/EstadãoSee omnystudio.com/listener for privacy information.

O Jornal Nacional está em Juiz de Fora, na Zona da Mata mineira. Bombeiros trabalham há 48 horas na busca por desaparecidos. Na cidade vizinha de Ubá, a lama cobriu as ruas do centro e os lojistas começaram o trabalho de limpeza. A previsão é de que as tempestades ganhem força de hoje para amanhã. 130 mil moradores vivem em áreas de risco. Por unanimidade, o Supremo Tribunal Federal condenou a 76 anos de prisão os mandantes do assassinato de Marielle Franco e Anderson Gomes. A CPI do Crime Organizado convocou os irmãos do ministro Dias Toffoli pra depor e aprovou a quebra do sigilo da empresa da família. Sob pressão do Ministério Público, o desembargador que absolveu um homem acusado de estuprar uma menina de doze anos voltou atrás e manteve a condenação.

2026年2月25日下午：根据澳大利亚统计局（ABS）周三公布的最新数据，截至2026年1月的12个月内，消费者价格指数（CPI）上涨3.8%（收听播客，了解详情）。

Alexandre Garcia comenta investigação contra Margareth Menezes por receber cachê de empresa que captou recursos da Lei Rouanet, convocações na CPI do Crime Organizado, e escândalos envolvendo juízes, desembargadores e ministros.

APAC stocks traded higher as the region took impetus from the rebound on Wall Street after Anthropic's presentation helped soothe some AI/software concerns, and with tech also bolstered by the USD 60bln Meta-AMD chip deal; Euro Stoxx 50 futures up 0.2% after the cash market closed flat on Tuesday.US President Trump talked up the economy in his State of the Union Address, saying that the nation is back, bigger, better and stronger than before, while he added that we've seen nothing yet.Regarding tariffs, Trump said the Supreme Court decision on tariffs is very unfortunate but added that tariffs will remain in place and nearly all countries want to keep the trade deals.Trump also commented on Iran, which he claimed is working on missiles that could soon reach the US, and noted Iran wants to make a deal but hasn't yet said that it won't pursue nuclear weapons.Antipodeans were firmer amid the positive risk appetite, and with AUD/USD leading the advances following firmer-than-expected monthly CPI data from Australia.Looking ahead, highlights include German GfK (Mar), GDP Final (Q4), Swiss Sentiment (Feb), EZ HICP Final (Jan). Speakers include RBA's Bullock, Fed's Musalem, Barkin & Schmid. Supply from Germany & US. Earnings from NVIDIA, Salesforce, Snowflake, TJX Companies, Lowe's, Synopsys & Bayer.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump talked up the economy in his State of the Union Address, saying that the nation is back, bigger, better and stronger than before, while he added that we've seen nothing yet.Regarding tariffs, Trump said the Supreme Court decision on tariffs is very unfortunate but added that tariffs will remain in place and nearly all countries want to keep the trade deals.European bourses firmer as HSBC lifts the banking sector; US equity futures hold onto Anthropic- driven gains. DXY flat, Aussie outpaces peers post CPI while JPY lags in continuation of recent weakness.JGBs underperform on Takaichi's "reflationist" BoJ candidates; USTs await Fed speak & NVDA.Crude prices rangebound; Spot XAU holds above USD 5200/oz. Looking ahead, highlights include Fed's Musalem, Barkin & Schmid. Supply from the US. Earnings from NVIDIA, Salesforce, Snowflake, TJX Companies, Lowe's & Synopsys.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

President Donald Trump just delivered the State of the Union — and markets are reacting.So what does this mean for mortgage rates?Should you LOCK now… or FLOAT and risk it?Today we break down:• Inflation expectations• The 10-Year Treasury reaction• MBS pricing movement• Federal Reserve implications• What this means for YOUR mortgage strategyIf you're buying, refinancing, or waiting for lower rates — this is the strategy session you don't want to miss.Every day, we pull real pricing from 30+ lenders and show you exactly what you qualify for — plus lock vs. float guidance tied directly to CPI, Jobs data, MBS spreads & the 10-Year Treasury.Transparent. Data-driven. No hype.

Last night’s State of the Union Address was, though indirectly, in many ways largely indicative of the ‘State of our Union’; irascible, beleaguered, gaslighted, schizophrenic. Despite getting sidetracked for a bit on today’s episode, below you’ll find my extensive coverage of last night’s SOTU, including a timestamped breakdown of my live observations while watching. You’re sure to find some things the MSM has obfuscated or ignored… #Links American civil religion, ceremonial deism, apotheosis American civil religion – Wikipedia The Apotheosis of Washington – Wikipedia Ceremonial deism – Wikipedia Biblical Religion and Civil Religion in America by Robert N. Bellah The Network / Enterprise / Octopus Unlimited Hangout podcast, Ep. #37, One Nation Under Blackmail[1] Bruce Hemmings quote 37-Audiogram.mp4 Linda McMahon – Wikipedia #SOTU 2026 Coverage Online sources: Video: C-SPAN LIVE: Trump delivers State of the Union address (full speech) – AP – YouTube Video + Transcript: Donald Trump: State of the Union Address – Roll Call SOTU Donald Trump: State of the Union Address – Roll Call Donald Trump’s State of the Union Address, 2026 – Ballotpedia President Donald J. Trump’s 2026 State of the Union Address – The White House – YouTube President Trump 2026 State of the Union Address & Democratic Response – C-SPAN – YouTube WATCH: Trump delivers State of the Union address, Va Gov. Spanberger gives Dem response – Fox News – YouTube Rebuttal Democratic Response to State of the Union Address | Video | C-SPAN.org State of the Union Democratic Response: Virginia Gov. Abigail Spanberger to deliver party’s rebuttal | FOX 5 DC Reaction Pelosi Joins CNN Following The State of The Union Address – Nancy Pelosi – YouTube WATCH: Key moments from Trump’s 2026 State of the Union – PBS NewsHour – YouTube Key moments from Trump’s State of the Union – Washington Post – YouTube Jimmy Kimmel Reacts to Donald Trump’s State of the Union Address 2026 – Jimmy Kimmel Live – YouTube Pod Save America Hosts on Trump’s State of the Union, the Epstein Files & Writing Speeches for Obama – Jimmy Kimmel Live – YouTube LIVE Monologue: A Dark Speech Filled With Divisive Lies | USA Women’s Hockey Gets A Better Offer – The Late Show with Stephen Colbert – YouTube Fact-Checking Fact checking Trump’s State of the Union address | CNN Politics PolitiFact | Live fact-check: Donald Trump’s 2026 State of the Union address Fact-checking Trump’s State of the Union address | ABC News Fact checking Trump’s SOTU speech live: His remarks on Iran, tariffs, ICE, Supreme Court, and more | Hindustan Times Live fact-checking Trump’s 2026 State of the Union address | PBS News Follow PolitiFact’s live fact-check of President Donald Trump’s State of the Union – Poynter A look at Trump’s false and misleading claims in his State of the Union address | AP News Fact checking President Trump’s State of the Union address A Pre-SOTU Guide to Trump’s Economic Claims – FactCheck.org The State of the Union (According to Trump): Live Updates Protests Democratic Lawmakers Protest Pres. Trump’s State of the Union Address | Video | C-SPAN.org Celebrities, Lawmakers & Fmr. Gov’t Officials Gather to Protest State of the Union Address | Video | C-SPAN.org WATCH LIVE: Epstein survivors join House Democrats ahead of Trump’s State of the Union – PBS NewsHour – YouTube Epstein Saga Lawmakers & Epstein Survivors Hold Briefing Ahead of State of the Union | Video | C-SPAN.org Epstein Abuse Survivor Attending State of the Union Asks, “Where Are the Rest of the Files?” | Video | C-SPAN.org SOTU Related Headlines Trump boasts of a ‘golden age’ in State of the Union amid sharp partisan divisions | LA Times Trump says State of the Union will be ‘long speech’: What’s the record? | The Hill Trump set an all-time record with his second joint address on March 4, 2025, clocking in at one hour, 39 minutes and 32 seconds. Viewers disturbed by Trump’s ‘joyous look’ describing graphic violence and murder | Alternet Iran reacts to Trump’s 2026 State of the Union, accuses him of “big lies” | CBS News Trump brutally shut down when he tried to give himself the Medal of Honor | The Mirror Woman severely injured by Trump’s ICE thrown out of State of the Union | Raw Story Trump’s stare down with Mark Kelly ignites MAGA meltdown | Alternet Trump defends immigration crackdown at State of Union as approval ratings plummet | LA Times Speechwriters split after Trump’s record-breaking SOTU: ‘Living in his own reality’ vs. ‘Resounding speech’ | Fox News Here are all the awards Trump announced during his State of the Union | CBS News Yelling Trump Gets Into Wild Screaming Match with Democrats | The Daily Beast I went to Trump’s State of the Union. This was the moment when the room’s mood shifted. | Business Insider Pelosi explains white buttons at State of the Union address | The Hill Takeaways from Trump’s State of the Union address to Congress | Reuters Other Headlines Regarding the ‘State of the Union’ Judge Aileen Cannon bars the release of special counsel report on Trump’s handling of classified documents | CNN Politics Ro Khanna Claimed Epstein Visited ‘CIA Headquarters.’ It Was Almost Certainly An Hermès Design Studio. Another Black Man Found Hanging Quickly Ruled a Suicide Grandfather kidnapped from his bed and murdered in case of mistaken identity, police say 4 people fatally stabbed outside home near Seattle, suspect shot dead by deputy 2 Missouri deputies killed, 2 wounded after suspect opens fire Kristi Noem, DHS violated 1st Amendment by using facial recognition software to intimidate citizens observing them, complaint says Discord cuts ties with Peter Thiel–backed verification software after its code was found tied to U.S. surveillance efforts BMW to recall nearly 59,000 vehicles in US over damaged wiring harness, NHTSA says | Reuters US senators demand answers about utility companies’ ‘secret contracts’ with tech giants: ‘Forcing local communities to sign NDAs’ Bill Gates admits he had 2 affairs with Russian women, apologizes to staff over Jeffrey Epstein ties Trump’s ICE Is Quietly Stockpiling Weaponry—and It Should Alarm Us All Trump Administration Moves to Allow Intelligence Agencies Easier Access to Law Enforcement Files Son turns on his lawmaker dad for using ‘Epstein loophole’ to avoid jail for allegedly touching kids: ‘Inexplicable trauma’ ‘This should terrify you’: Meta Superintelligence safety director lost control of her AI agent—it deleted her emails Nearly two-thirds of companies have lost track of their data just as they’re letting AI in through the front door to wander around #Fact Check Drawn from CNN’s Fact checking Trump’s State of the Union address. For more balanced, detailed coverage, see PolitiFact article. Claim Rebuttal Source Rebuttal ‘$18 trillion’ in investments CNN’s Daniel Dale “…the White House’s own website said the figure for “major investment announcements” during this Trump term was “$9.7 trillion,” and even that is a major exaggeration; a detailed CNN review in [Oct 2025] found [WH counting trillions in] vague investment pledges, pledges that were about “bilateral trade” or “economic exchange” rather than investment in the US and vague statements that didn’t even rise to the level of pledges.” Low gas prices (2.30, 1.99, 1.85) CNN’s Daniel Dale According to AAA: only 2 states w/ avg < $2.50/gal; GasBuddy: 4:150k (.003%) gas stations w/ gas < $2/gal Inherited record inflation CNN’s Daniel Dale Dec, 2024 Y-O-Y inflation (CPI): 2.9% Inherited stagnant economy CNN’s Daniel Dale False (see details) Passed largest tax cuts (GBBB) in American history CNN’s Tami Luhby “It ranks seventh in terms of share of GDP since 1918, according to Chris Towner, policy director for the Committee for a Responsible Federal Budget, a nonpartisan watchdog group.” Biden allowed ‘11,888 murderers’ to enter US as migrants CNN’s Daniel Dale ““11,888” number is about non-citizens who entered the US not just under Biden but over the course of multiple decades, including during Trump’s own first administration.” Foreign countries are paying T47 tariffs CNN’s Daniel Dale “In an analysis released in February, officials at the Federal Reserve Bank of New York wrote, “We find that nearly 90 percent of the tariffs’ economic burden fell on U.S. firms and consumers.”…[CBO] wrote in a February report that “the net effect of tariffs is to raise U.S. consumer prices by the full portion of the cost of the tariffs borne domestically (95 percent)”…” Fraud in Minnesota CNN’s Daniel Dale “…Walz admin official said in December that they had “evidence of tens of millions of dollars in fraud to this point,” not $9[/18/19] billion…” US elections claims CNN’s Daniel Dale Disputed (see details) More Americans are working today than ever CNN’s Daniel Dale “The labor force participation rate, which measures the percentage of the population that is employed or actively looking for work, has been almost unchanged…” Ended eight wars CNN’s Daniel Dale Largely disputed (see details) Achieved no tax on Social Security CNN’s Tami Luhby Disputed, misleading (see details) Balancing the federal budget by ending fraud CNN’s Tami Luhby 2024 GAO estimate “found that [$233–521B] is lost to fraud annually. But the federal budget deficit came in at just under $1.8 trillion for the most recent fiscal year, which ended in September, according to the Treasury Department – more than triple the highest estimated fraud total.” #Contemporaneous Notes Duration: 01:47:43 (longest SOTU in history – breaking the modern record he set last year.) Timestamp (approx. w/ lag) CH Notes N/A No mention of Epstein or Trump / Epstein Files! Despite many survivors in chamber. No mention of Renee Good, Alex Pretti. T19:13:57-07:00 …our nation is back, bigger, better, richer and stronger than ever before. T19:13:58-07:00 “This is the Golden age of America.” T19:14:36-07:00 “…we have achieved a transformation like no one has ever seen before and a turnaround for the ages. It is indeed a turnaround for the ages.” T19:15:04-07:00 And we will never go back to where we were just a very short time ago. We’re not going back. T19:16:03-07:00 “Illegal aliens” / border T19:16:35-07:00 past 9 mo “ZERO illegal aliens admitted” T19:18:22-07:00 Inflation: 1.7% T19:18:37-07:00 Gas as low as 2.30 – 1.99 – 1.85 T19:19:08-07:00 Mortgage rates T19:20:25-07:00 $18T [in foreign investment] “pouring in from all over the globe.” T19:21:14-07:00 70k new construction jobs (AI Data centers?) T19:21:34-07:00 Oil, ‘new partner’, Venezuela: 80M barrels of oil T19:22:35-07:00 100% of all new jobs created, private sector T19:22:42-07:00 We ended DEI in America T19:23:32-07:00 The State of our Union is Strong T19:23:43-07:00 Our country is winning again. In fact, we’re winning so much that we really don’t know what to do about it. People are asking me, please, please, please, Mr. President, we’re winning too much. We can’t take it anymore. We’re not used to winning in our country. Until you came along, we were just always losing, but now we’re winning too much. And I say no, no, no, you’re going to win again. You’re going to win big; you’re going to win bigger than ever. (Narcissistic rant) T19:24:40-07:00 U.S. Men’s Olympic (Gold Medal) Hockey Team… Connor Hellebuyck… T19:26:22-07:00 U.S. Women’s Olympic hockey team “will soon be coming to the White House” (the team declined invitation to attend WH SOTU)[2][3] T19:28:57-07:00 I will soon be presenting Connor with … the highest civilian honor in our country, the Presidential Medal of Freedom T19:31:05-07:00 World Cup and Olympics coming to America T19:36:20-07:00 …government answers to the people, not the powerful… T19:37:27-07:00 GBBB, Republicans voted for it, all Democrats voted against it. T19:38:04-07:00 only if car is made in America T19:38:29-07:00 Megan [Hemhauser]’s story (child tax credit) T19:39:44-07:00 Trump Accounts, “Tax-free child investment accounts”, supporters; Michael & Susan Dell, Brad Gerstner (“hedge fund mgr”, founder, Altimeter Capital) T19:41:14-07:00 “$100k by the time they turn 18 – or a lot more (Uh…??) – go to TrumpAccounts.gov” T19:41:55-07:00 Dow hit 50k, S&P hit 7k T19:43:43-07:00 Tariffs: ‘country-saving, peace-protecting, time-tested and approved’… taking the great financial burden off the people… T19:44:47-07:00 A POTUS who put’s America first. I love America T19:45:11-07:00 For decades before I came along… T19:45:47-07:00 11,888 (illegal alien) murders T19:46:46-07:00 “They [Democrats] knew their statements were a dirty, rotten, lie.” T19:47:13-07:00 ” The cost of chicken, butter, fruit, hotels, automobiles, rent, is lower today than when I took office, by a lot. And even beef, which was very high, is starting to come down significantly.” T19:47:56-07:00 Crushing cost of healthcare. I want to stop large pmts to healthcare co’s, and give it to the people. (Isn’t it already the peoples’ money??) T19:49:25-07:00 Deflating prescription drug costs… Other presidents said they would, tried… didn’t do it… I got it done… T19:50:29-07:00 “So in my first year of the second term, should be my third term, but strange things happen.” (doublespeak, like Whitney Webb’s Bruce Hemmings quote[1:1]) T19:50:54-07:00 “… price differences of 300, 400, 500, 600 percent and more, (impossible) all available right now at a new website called TrumpRX.gov – and I didn’t name that one either, BTW.” T19:51:15-07:00 Catherine Rayner (IVF) story T19:54:34-07:00 We want homes for people, not corporations T19:54:49-07:00 Making it easier for people to save. Protecting Social Security & Medicare T19:55:24-07:00 Avg. 401k bal up $30k (How the AF can they possibly know that??? WH / POTUS should NOT know those numbers! If they know that, what else do they know??) T19:56:11-07:00 Members of Congress should not benefit (What about WH & friends???) from using inside information (ironic! Based on last point) Pass the Insider Trading Act right away. T19:57:19-07:00 MN – members of Somali community pillaging community, $19B. War on Fraud to be led by JD Vance. T19:59:32-07:00 Dalilah Coleman’s story (child, hit by illegal alien w/ CDL – interesting NOTE: spelling variations: Delilah / Dalilah Law) T20:01:34-07:00 Angel moms & families. Lizbeth Medina’s story (stabbed 25+ times by Rafeal Govea Romero) T20:04:00-07:00 Democrat(‘s) shutdown. Helping people clean up the snow. T20:05:20-07:00 First responsibility of American Gov is to protect American citizens, not illegal aliens. T20:07:13-07:00 You should be ashamed of yourself for not standing up (Heckling: Justice Democrats [Omar, Tlaib][4][5][6][7] primarily shouting back) T20:08:11-07:00 I’m asking you to approve the SAVE America Act. It’s very simple: all voters must show voter ID, proof of citizenship to vote. No more crooked mail-in ballots, except for… Polling at 89%, incl Dems. Even Communist NY Mayor wants shovelers to show 2 forms of ID + SS card T20:11:37-07:00 Sage Blair (& mom, Michelle), gender transition story T20:13:47-07:00 Look – nobody stands up. These people are crazy. … Democrats have destroyed the country. But we’ve stopped it, just in time. T20:14:27-07:00 First Lady – now a movie star. T20:15:29-07:00 Sierra Burns (Melania Trump Foster Youth to Independence Program participant) and Everest Nevraumont (11-year-old Alpha School student, AI-advocate, and TedX speaker) representing Melania Trump’s BE BEST Fostering the Future initiative.[8] T20:16:22-07:00 [Then, immediately after] …Christianity, and belief in God. … My great friend, Charlie Kirk. … martyred… Erika is with us tonight. [Fake Tammy Faye tears – and did she mouth ‘I miss you’ to Trump??] T20:17:35-07:00 America is one nation under God, and we must reject political violence of any kind T20:17:59-07:00 We love religion. It’s making a great comeback T20:18:50-07:00 [Aug 22, 2025 killing of 23-year-old Ukrainian refugee] Iryna Zarutska T20:20:41-07:00 Starting last summer, I deployed National Guard and federal law enforcement to restore law and order to our most dangerous cities, incl.; Memphis TN, New Orleans LA, Washington DC T20:22:15-07:00 Sarah Beckstrom’s story T20:27:23-07:00 In my first 10 months I ended eight wars, incl.; (1) Cambodia and Thailand, (2) Pakistan and India, (3) Kosovo and Serbia, (4) Israel and Iran, 5 Egypt and Ethiopia, (6) Armenia and Azerbaijan, (7) the Congo and Rwanda “and, of course, (8) the war in Gaza”. Isn’t it funny? They’re sick people. Cambodia and Thailand… Thank you Steve Witkoff and Jared Kushner for your help. And I also want to thank the man they report to; Sec. of State, Marco Rubio. … I think he’ll go down as the best ever. Under the cease fire, every hostage, living & dead, has been returned home. T20:31:42-07:00 And we’re working very hard to end the ninth war, the killing and slaughter between Russia and Ukraine… 25k soldiers die each mo. T20:32:12-07:00 Operation Midnight Hammer (Iranian attack) T20:33:57-07:00 [Iran] building weapons that will soon reach America… Renewing their sinister efforts… We haven’t heard those words; ‘We will never have a weapon…’ I will never allow the world’s #1 sponsor of terror (U.S.?!?) to have a nuclear weapon. (Are we de-nuking, then???) T20:35:43-07:00 we call ‘peace through strength’… and it’s been very effective. (and Orwellian) T20:38:06-07:00 We got a lotta money… (Really??? Not the American people???) T20:40:39-07:00 In January (Venezuela) …one of the most spectacular and impressive military feats. … Space Force is my baby. Nicolas Maduro, to face justice… New Pres. of Venezuela, Delcy Rodriguez. T20:42:24-07:00 Alejandra Gonzalez (Venezuela) and her uncle story. Uncle released – and here tonight! Enrique, please come down. … Thank you, Enrique. Have a good time. (CREEPY! Esp. since I was thinking ‘Epstein Files’ – unmentioned, BTW! – in back of mind as Alejandra & Enrique embraced, but mostly emotionless) T20:46:34-07:00 CWO Eric Slover (Venezuelan invasion) story, wife Amy [Slover]‘s holy water… Nation’s highest military award: Congressional Medal of Honor T20:50:19-07:00 Met w/ [Slovers] at Fort Bragg – we got the name back. … Eric’s fellow warriors will soon be receiving awards @ WH. T20:51:14-07:00 One last living legend to honor before we go… WWII / Korean ‘War’ Navy pilot, Royce Williams (100 yr-old): Congressional Medal of Honor T20:54:54-07:00 [Draft dodger!] I’ve always wanted the Congressional Medal of Honor, they say I can’t give it to myself. But, if they ever open that up… T20:58:18-07:00 “And when God needs a nation to work his miracles, He knows exactly who to ask. There is no challenge Americans cannot overcome, no frontier too vast for us to conquer, no dream too bold for us to chase, no horizon too distant for us to claim. For our destiny is written by the hand of Providence and these first 250 years were just the beginning.” T20:59:07-07:00 From TX to MI to FL to Dakotas, from Philly to DC, “the Golden Age of America is upon us.” The Revolution that began in 1776 has not ended… b/c Flame of Liberty and independence still burns… Thank you, God Bless you, and God Bless America. #Footnotes Unlimited Hangout podcast with Whitney Webb, Ep. #37, One Nation Under Blackmail (Aug 10, 2022) ︎ ︎ Why Team USA women’s hockey turned down invitation to White House State of the Union address – Yahoo Sports ︎ Trump joked he is being forced to invite the women’s hockey team to DC. Now, they’ve turned down his request ︎ WATCH: Ilhan Omar, Rashida Tlaib Heckle Trump During State Of The Union, ‘You Killed Americans’ | US News – Times Now ︎ Ilhan Omar And Rashida Tlaib Leave State Of The Union Early After Heckling Trump ︎ ‘You have killed Americans’: Ilhan Omar tries to shout down Trump’s immigration attacks | CNN Politics ︎ Midwest ‘Squad’ members shout down Trump during GOP’s biggest State of the Union applause lines: ‘You’re killing Americans’ | The Independent ︎ First Lady Melania Trump’s State of the Union Guests Reflect Her Impact on Education, Tech, and the Foster Community – The White House ︎

Inflation “cooled” to a 2.4% headline print and yields eased, so the market tried to act like everything's fine. Then you pay your utility bill, buy groceries, or look at a mortgage payment and remember we're living in a post 2020 price reset economy. In this episode, we break down why CPI can look “better” while real life stays expensive, why housing is still stuck even with slightly lower rates, and how incentives are doing the heavy lifting for builders while affordability remains the real problem. We also hit the reality check in autos with record 1.67T in debt and subprime delinquencies at an all time high. And because the timeline can't just be normal, we wrap with the AI ladder, from narrow tools to agentic systems, and what it means when the robots go from talking to doing.

Confira os destaques de Os Pingos nos Is desta segunda-feira (23):O governador de Minas Gerais, Romeu Zema (Novo), classificou o possível envolvimento de autoridades no caso do Banco Master como “farra dos intocáveis”. Em vídeo publicado nas redes sociais, Zema criticou figuras que, segundo ele, “mandam, mas não prestam conta” e convocou manifestação na Avenida Paulista. As declarações ocorrem em meio a investigações e desdobramentos do escândalo financeiro. A Polícia Federal teria deixado de compartilhar com o Judiciário o conteúdo de dezenas de aparelhos eletrônicos apreendidos no caso do Banco Master, incluindo 52 celulares, segundo informações divulgadas pela imprensa. O ministro André Mendonça cobrou detalhes sobre o material analisado, enquanto o episódio abre nova tensão entre governo e Judiciário. Apesar da resistência à criação de uma CPI exclusiva sobre o Banco Master, senadores articulam alternativas para ouvir Daniel Vorcaro em outras comissões da Casa. A expectativa é que o depoimento possa esclarecer pontos sobre o escândalo e possíveis conexões com outros casos, como o INSS. O presidente Lula (PT) comentou as críticas ao desfile da Acadêmicos de Niterói, que o homenageou no Carnaval. Em entrevista, afirmou que “não é carnavalesco” e que apenas aceitou a homenagem. A ex-primeira-dama Michelle Bolsonaro reagiu nas redes, acusando o presidente de ter anuído com ironias contra conservadores. O episódio segue repercutindo no cenário político. O prefeito de Maricá e vice-presidente nacional do PT, Washington Quaquá, criticou a ala “Neoconservadores em conserva” do desfile da Acadêmicos de Niterói, que homenageou o presidente Lula (PT). Para Quaquá, quem deseja governar o país precisa dialogar com o “Brasil real” e não pode deixar de conversar com eleitores conservadores. A fala ocorre após forte repercussão negativa do desfile nas redes sociais. Aliados do ex-presidente Jair Bolsonaro (PL) voltaram a trocar críticas públicas nas redes sociais. O embate envolve o ex-deputado Federal Eduardo Bolsonaro, o deputado Nikolas Ferreira (PL-MG) e a ex-primeira-dama Michelle Bolsonaro. A tensão aumentou após divergências sobre manifestações e prioridades políticas, incluindo o caso Banco Master e a pauta da anistia. As declarações reacenderam especulações sobre um racha interno no grupo. Uma onda de violência tomou conta do México após a morte de um dos principais líderes do Cartel Jalisco Nova Geração, conhecido como “El Mencho”. Pelo menos 57 pessoas morreram em confrontos e ataques, incluindo integrantes da Guarda Nacional e agentes públicos. Bloqueios, incêndios e suspensão de aulas foram registrados em diferentes estados do país. Levantamento da Instituição Fiscal Independente do Senado aponta que os gastos do governo com benefícios sociais aumentaram quase 500% desde 2004, atingindo R$ 383 bilhões anuais. O crescimento pressiona as regras fiscais e já provoca debate dentro da própria equipe econômica do Planalto sobre possíveis mudanças na concessão dos programas. Você confere essas e outras notícias em Os Pingos nos Is.

Mortgage rates just dropped to 5.99% — the lowest level in nearly three years.HOME.COM   Article  https://www.homes.com/news/daily-mortgage-rates-dip-to-5-99/1356105419/But here's the twist:The Federal Reserve says no rate cuts are coming because inflation is still too high.President Donald Trump is calling for rate cuts.Inflation remains sticky.Tariffs are creating uncertainty.The Supreme Court just struck down major trade policy.The jobs market is sending mixed signals.Bond markets are reacting.So how are mortgage rates falling without a Fed cut?In this episode, we break down:• Why mortgage rates follow the bond market — not the Fed Funds Rate• What's happening with the 10-Year Treasury• How inflation expectations are driving mortgage pricing• Whether 5.99% can last• What this means for buyers, refinancers, and homeownersThis is the disconnect nobody is explaining clearly.Every day, we pull real pricing from 30+ lenders and show you exactly what you qualify for — plus lock vs. float guidance tied to CPI, Jobs, MBS & the 10-Year Treasury.Transparent. Data-driven. No hype.

Hoje, ‘No Pé do Ouvido, com Yasmim Restum, você escuta essas e outras notícias: Ministro determinou que verbas só podem ser pagas se estiverem previstas em lei federal, barrando benefícios concedidos por assembleias legislativas e pelos conselhos de juízes e procuradores. Senadores tentam driblar Alcolumbre e investigar caso Master mesmo sem CPI específica. Pressionado por movimentos indígenas, governo revoga decreto para concessão de hidrovias na Amazônia. Comemorando 50 anos de carreira e com nova baterista, Rush volta ao Brasil.See omnystudio.com/listener for privacy information.

Inflation has eased… except where it hasn't. Interest rates were meant to be heading down… until they weren't. And suddenly everyone's blaming government spending.   But is Canberra really the culprit - or is that just a convenient headline?   Today, Ken Raiss and I unpack what's actually driving Australia's sticky inflation, why the RBA is worried about "capacity constraints", and what policy makers could do that would genuinely take pressure off prices - without smashing households and without sabotaging the property market.   Now you've probably read about inflation and heard about it a hundred times by now, but having been involved in financial markets and property for over 50 years each, Ken and I are going to bring you a different perspective today and some new ways of thinking about things.   So please bear with us because I hope we're going to bring you some clarity and direction.   Takeaways  Inflation is the increase in prices over time. Interest rates are used to control inflation but can have negative effects on consumers. Government spending can contribute to inflation, but it's not the sole cause. Capacity constraints in the economy affect productivity and inflation rates. CPI may not accurately reflect the real cost of living for households. Investors should focus on A-grade assets in strong demand areas. Deficits can be acceptable if they lead to productive investments. Consumer confidence is crucial for economic stability. Strategic planning is essential for navigating the property market. Understanding economic fundamentals is key to making informed investment decisions.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ ·        Win a hard copy of What Every Property Investor Needs To Know About Finance, Tax And The Law ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Michael Yardney   Get the team at Metropole Wealth Advisory to create a Strategic Wealth plan for your needs. Click here and have a chat with us     Ken Raiss, Director of Metropole Wealth Advisory     Join Ken Raiss and Michael Yardney, plus a team of experts, at Wealth Retreat 2026 on the Gold Coast in May. Find out more about it here and register your interest www.wealthretreat.com.au It's Australia's premier event for successful investors and business people.   Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au    Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.

BREAKING: The Supreme Court rules against tariffs under IEEPA — now what?Was this about executive overreach? Revenue strategy? Inflation risk? Or political narrative?Today we break down:• What IEEPA actually is• Why the Court ruled the way it did• How this impacts the $37 trillion deficit• Whether tariffs raise inflation• What this means for Treasury yields & mortgage rates• What happens nextNo hype. No partisan spin. Just facts, market mechanics, and how this affects homeowners and buyers.Every day, we pull real pricing from 30+ lenders and show you exactly what you qualify for — plus lock vs. float guidance tied to CPI, Jobs, MBS & the 10-Year Treasury.Transparent. Data-driven.

Confira os destaques do Jornal da Manhã deste domingo (22): O presidente Donald Trump elevou a tarifa global para 15% como resposta após a Suprema Corte dos Estados Unidos derrubar o seu plano anterior do tarifaço dos EUA. A nova medida amplia as incertezas econômicas sobre a inflação, o valor do dólar e o ritmo das exportações internacionais. Reportagem: Matheus Dias. O presidente Lula (PT) rebateu as críticas sobre o desfile polêmico da Acadêmicos de Niterói no Rio de Janeiro, afirmando que não é "carnavalesco". Apesar do rebaixamento da agremiação, o petista declarou que aceitou a homenagem, agradeceu o carinho e confirmou que visitará a escola para agradecer pessoalmente aos integrantes. Reportagem: André Anelli. A estrutura de poder no Irã e o crescimento do país sob o comando de Ali Khamenei são pontos centrais na compreensão da atual dinâmica do Oriente Médio. Considerado um nome crucial da geopolítica mundial, o líder supremo exerce influência direta sobre as decisões estratégicas e o desenvolvimento nacional iraniano. Fabrízio Neitzke comentou mais sobre o assunto. O professor de relações internacionais Gunther Rudzit analisa se a presença militar dos Estados Unidos é capaz de intimidar o Irã diante da atual escalada de tensão. O especialista avalia o impacto do envio de tropas intensificado por Donald Trump e os riscos de um conflito aberto no Oriente Médio. Os ministros do Supremo Tribunal Federal (STF) analisam nesta semana a decisão de Flávio Dino sobre o pagamento de penduricalhos no serviço público. O julgamento ocorre após o presidente Lula (PT) vetar medidas que ultrapassam o teto constitucional. Reportagem: André Anelli. O especialista em finanças e negócios internacionais Beny Fard avalia como o embate entre Donald Trump e a Suprema Corte dos Estados Unidos afeta as políticas globais. Fard destaca que os cidadãos americanos já estão "sentindo no bolso". O presidente Lula (PT) disse ao governo de Donald Trump que o Brasil não deseja uma nova "guerra fria" em meio às tensões sobre o tarifaço global. O petista defendeu que o governo brasileiro agiu corretamente ao adotar uma postura de cautela frente às recentes medidas econômicas americanas. Reportagem: André Anelli. A Comissão Parlamentar de Inquérito (CPI) do Crime Organizado votará nesta quarta-feira (25) o convite para ouvir os ministros Alexandre de Moraes e Dias Toffoli sobre o caso do Banco Master. Por se tratar de um convite, e não de convocação, os citados não possuem a obrigação legal de comparecer. O ministro do Supremo Tribunal Federal André Mendonça convocou uma nova reunião com a Polícia Federal para realizar um balanço detalhado das investigações sobre o caso do Banco Master. Jesualdo Almeida e Nelson Kobayashi analisaram o assunto. O ex-ministro do Trabalho Ronaldo Nogueira analisa as divergências entre governo e oposição sobre a proposta de fim da escala 6x1 no Brasil. O especialista destaca a necessidade de um consenso equilibrado entre trabalhadores e empregadores para garantir a viabilidade econômica e o bem-estar social. Essas e outras notícias você acompanha no Jornal da Manhã. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of J.P. Morgan's Making Sense, Phoebe White, a senior U.S. rates strategist and head of U.S. inflation strategy, sits down with senior economist Mike Hanson to unpack the January CPI report and the inflation outlook for 2026. They discuss why inflation may hover near 3% this year, the impact of tariffs, the gradual cooling in rents, and how differences between the CPI and PCE could inform the Fed's path. The conversation also touches on energy and food prices, data quality concerns at the BLS and much more.   This episode was recorded on February 18, 2026.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. © 2026, JPMorganChase & Co. All rights reserved.

Rent increases in Quebec just got a major overhaul for the first time in decades, and this renewal season is the first real test. In this episode, Axel Monsaingeon sits down with Cory Friedman to break down what changed, what stayed the same, and where landlords and operators can get burned if their bookkeeping is not airtight. You will learn how the new framework uses a three year rolling CPI average, how capital expenses can now play a bigger role in allowable increases, and why taxes and insurance only help you when they rise faster than CPI. Cory also explains the real world problem behind the reform, the TAL backlog, and why today's leasing market makes renewals more strategic than ever. If you manage multifamily in Quebec, this is the renewal playbook to stay compliant, protect cash flow, and avoid expensive turnover.   Topics & Timestamps

US President Trump reportedly weighs limited strike to force Iran into nuclear deal, according to WSJ; President considers a range of military options but says he still prefers diplomacy.European equities rebound from Thursday's losses, Moncler supports the luxury sector; US equity futures taking impetus from its EZ counterparts.USD slightly firmer, GBP mildly benefits on strong Retail Sales/PMIs, JPY weaker post-CPI.A UK surplus supports Gilts while Bunds fade from highs as Manufacturing returns to expansion.Crude slightly softer as focus remains on US and Iran; Precious metals maintain their shine amid geopolitical uncertainty.Looking Ahead, highlights include US S&P Flash PMIs (Feb), US PCE/GDP (Dec/Q4), Canadian Retail Sales (Jan), SCOTUS Opinions day (potential decision on President Trump's IEEPA tariffs). Speakers include Fed's Logan & Bostic.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Revisa en detalle el Panorama Semanal aquí

What Mortgage Rate Do You Actually Qualify For in 2026?If you're shopping for a home loan, refinancing, or comparing mortgage rates online — this live event breaks down the truth behind advertised mortgage rates vs real underwriting pricing.Most mortgage rate websites show marketing rates.We show real lender pricing from 30+ lenders.In this live mortgage rate breakdown, we cover:• How mortgage rates are determined• Advertised mortgage rates vs real mortgage rates• How credit score impacts mortgage rates• Debt-to-income (DTI) and loan pricing• FHA vs Conventional vs VA rate differences• How to shop mortgage lenders without hurting your credit• Lock vs float strategy based on CPI, Jobs data, MBS & the 10-Year Treasury• How inflation and Federal Reserve policy affect mortgage ratesIf you're asking:“What mortgage rate can I really get?”“Should I lock my mortgage rate today?”“Are mortgage rates going up or down?”“Why is my quote different than what I saw online?”This is your data-driven answer.We tie mortgage pricing directly to:• CPI (Consumer Price Index)• Jobs Reports (Nonfarm Payrolls)• Mortgage-Backed Securities (MBS)• The 10-Year Treasury Yield• Federal Reserve rate policyNo hype. Just math.

What Mortgage Rate Do You Actually Qualify For in 2026?If you're shopping for a home loan, refinancing, or comparing mortgage rates online — this live event breaks down the truth behind advertised mortgage rates vs real underwriting pricing.Most mortgage rate websites show marketing rates.We show real lender pricing from 30+ lenders.In this live mortgage rate breakdown, we cover:• How mortgage rates are determined• Advertised mortgage rates vs real mortgage rates• How credit score impacts mortgage rates• Debt-to-income (DTI) and loan pricing• FHA vs Conventional vs VA rate differences• How to shop mortgage lenders without hurting your credit• Lock vs float strategy based on CPI, Jobs data, MBS & the 10-Year Treasury• How inflation and Federal Reserve policy affect mortgage ratesIf you're asking:“What mortgage rate can I really get?”“Should I lock my mortgage rate today?”“Are mortgage rates going up or down?”“Why is my quote different than what I saw online?”This is your data-driven answer.We tie mortgage pricing directly to:• CPI (Consumer Price Index)• Jobs Reports (Nonfarm Payrolls)• Mortgage-Backed Securities (MBS)• The 10-Year Treasury Yield• Federal Reserve rate policyNo hype. Just math.

What Mortgage Rate Do You Actually Qualify For in 2026?If you're shopping for a home loan, refinancing, or comparing mortgage rates online — this live event breaks down the truth behind advertised mortgage rates vs real underwriting pricing.Most mortgage rate websites show marketing rates. We show real lender pricing from 30+ lenders.In this live mortgage rate breakdown, we cover:• How mortgage rates are determined • Advertised mortgage rates vs real mortgage rates • How credit score impacts mortgage rates • Debt-to-income (DTI) and loan pricing • FHA vs Conventional vs VA rate differences • How to shop mortgage lenders without hurting your credit • Lock vs float strategy based on CPI, Jobs data, MBS & the 10-Year Treasury • How inflation and Federal Reserve policy affect mortgage ratesIf you're asking: “What mortgage rate can I really get?” “Should I lock my mortgage rate today?” “Are mortgage rates going up or down?” “Why is my quote different than what I saw online?”This is your data-driven answer.We tie mortgage pricing directly to: • CPI (Consumer Price Index) • Jobs Reports (Nonfarm Payrolls) • Mortgage-Backed Securities (MBS) • The 10-Year Treasury Yield • Federal Reserve rate policyNo hype. Just math.

Every day, we pull real pricing from 30+ lenders and show you exactly what you qualify for — plus lock vs. float guidance tied to CPI, Jobs, MBS & the 10-Year Treasury.Transparent. Data-driven. No hype.

As India updates the way it measures inflation, Monika explains why the revision of the Consumer Price Index base year from 2012 to 2024 matters and what it really means for households. Drawing on new data from the Household Consumption Expenditure Survey, she breaks down how the CPI basket evolves over time to reflect changing consumption patterns — from the decline of outdated products to the rise of digital services, transport, and other modern expenses. The episode clarifies how shifts in weightages, especially the reduced share of food and the higher share of services, will influence headline inflation and policymaking.Monika also explains why the CPI is an average that may not match individual experience, and how the new index should give policymakers a more accurate picture of real household spending pressures. She highlights that lower food weight may make inflation appear less volatile, while costs that matter most to many middle-class families — healthcare, education, housing, and services — continue to rise faster than the headline number. The key takeaway: inflation data is improving, but personal financial planning should always be based on one's own spending patterns, not just official statistics.In listener questions, Anonymous asks how global developments such as U.S. debt concerns, de-dollarisation, and shifting geopolitical power could affect Indian markets and whether investors should change their asset allocation or SIP strategy; Djay from Mumbai seeks guidance on retirement planning for couples and how to estimate and invest toward a child's education corpus; and Ramya Srinivasan writes about deploying proceeds from a property sale, weighing PMS investments against mutual funds, and the best way to move a lump sum into equity over time.Chapters:(00:00 – 00:00) What the New Consumer Price Index Means for You(00:00 – 00:00) How Changes in the CPI Basket and Weightages Affect Inflation and Policy(00:00 – 00:00) Global Risks, Market Crashes and Staying Invested Through Uncertainty(00:00 – 00:00) Planning Retirement as a Couple and Building a Child Education Corpus(00:00 – 00:00) PMS vs Mutual Funds and How to Deploy a Large Lump Sumhttps://www.hindustantimes.com/opinion/why-india-needs-a-new-gold-standard-101770307424675.htmlhttps://www.mospi.gov.in/uploads/latestreleasesfiles/1770893247472-Press%20Relase%20of%20CPI%20for%20Jan26.pdfIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠⁠⁠⁠⁠Monika's book on mutual funds⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠⁠⁠⁠⁠Monika's workbook on recording your financial life⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠⁠⁠⁠⁠Calculators⁠⁠⁠⁠⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠⁠⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠Production House: ⁠⁠⁠⁠⁠⁠www.inoutcreatives.com⁠⁠⁠⁠⁠⁠Production Assistant:⁠⁠⁠⁠⁠⁠ Anshika Gogoi⁠⁠⁠⁠⁠

"Money is Money, and Paper is Paper. All the invention of man cannot make them otherwise." With that line, Thomas Paine opened a devastating critique of paper money, clearly demonstrating that gold and silver are far superior. Unfortunately, the powers that be didn't listen to Paine. And neither did the investment world, because it's managed to turn the market for gold and silver into its own paper markets.  It's not exactly the same as fiat money, but the impacts are similar. We're seeing this manifest in the silver market today.  In this episode of the Midweek Memo podcast, Mike Maharrey delves into the battle now raging between the paper silver futures market and the physical silver market and how it is driving the price. He also explains why he thinks the physical market will ultimately prevail.  In this episode, Mike also gives a quick overview of the recent CPI report and tells you why you might consider taking investment advice from a 10-year-old. 

Stephen Grootes speaks to Dr. Frikkie Maré, the CEO of the National Red Meat Producers’ Organisation (RPO) about the mounting pressures on South African meat prices, with the latest CPI data revealing that meat prices continue to surge, and the category’s annual inflation accelerated to 13.5%, marking some of the highest increases in the CPI basket. In other interviews, Jack Devnarain, Chairperson of the SA Guild of Actors talks about the growing concerns over mismanagement of film funding and the call from MPs for a thorough investigation. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

The Trump administration is closer to a major war with Iran than people realise, Axios reports citing sources; a military operation would likely be a massive, weeks long campaign that will be a joint US-Israeli attack. European equities entirely in the green, with IBEX leading the way; US equity futures continue to extend Tuesday's gains.DXY firmer, Kiwi hit post-RBNZ while Cable holds afloat following UK inflation.Gilts choppy post-CPI; USTs slightly lower ahead of FOMC minutes.WTI and Brent nurse prior day losses as Ukraine talks conclude; Metals rebound. Looking ahead, highlights include US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan). Speakers include ECB's Schnabel & Fed's Bowman. Supply from the US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Chicago Fed President Austan Goolsbee signaled that more rate cuts could be possible if inflation keeps cooling — but here's the crucial point:

Derek Moore is joined by Mike Snyder to talk about the CPI release and how there isn't any evidence that tariffs are causing any issues with inflation. So, does this mean the Fed has a green light to cut rates? As the market broadens, you might be surprised what sectors are leading and hint, it's not tech.   CPI Inflation report No inflation from tariffs Fed interest rate cuts Mag 7 passes the baton to energy, materials, and staples Nvidia earnings are coming up so what does the implied volatility say at this point?   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

Episode 182 of the Investor Professor Podcast breaks down a volatile start to the year as markets wrestle with mixed signals from economic data, shifting rate-cut expectations, and the accelerating AI narrative. The episode reviews major index performance — with the Dow showing relative strength while the S&P 500 and Nasdaq struggle — and unpacks fresh jobs and CPI data that point to a still-healthy economy. Despite strong fundamentals like falling inflation and steady employment growth, markets remain choppy as investors rethink valuations and how quickly AI could reshape entire industries.The conversation dives into the ripple effects of AI headlines across sectors ranging from software and wealth management to logistics and banking, highlighting how fear-driven selloffs may create opportunities for long-term investors. Rather than chasing short-term volatility, the episode emphasizes disciplined portfolio management, focusing on quality companies, valuation awareness, and increasing share count during pullbacks. Listeners will walk away with a clear, practical framework for navigating uncertainty, identifying potential bargains, and staying grounded in a long-term investing mindset.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Markets surge on strong jobs data, then tumble a day later as tech guidance, AI fears, and CPI expectations shake investors. The PBD Podcast breaks down volatility, VIX signals, long-term equity strategy, and why some are betting big on nuclear energy and AI power demand.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWhile the S&P has hit a new record high this year, it is having a difficult time rising back above 7,000.The technical action is weak, and the 20-Daily Moving Average is in danger of crossing below the 50-Daily Moving Average.Should that indeed happen, it substantially increases the odds of a further material decline.Will the market recover? Or will it roll-over?Portfolio manager Lance Roberts and I discuss the odds, as well as the the recent rise in volatility, the latest CPI inflation data, "financial nihilism", the implications of warmer US-Russia relations, the housing market, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.#marketcorrection #volatility #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest level since March 2021. While the report strengthens the case for potential Fed rate cuts, it follows a robust labor market update earlier in the week, keeping policy expectations finely balanced. Equities struggled, with the Nasdaq dropping 2% amid fresh AI disruption fears despite Anthropic raising $30 billion at a $380 billion valuation. Meanwhile, China posted a record $242 billion current account surplus in Q4 2025, highlighting export resilience despite weak domestic demand. Oil slipped on reports that OPEC+ may resume production increases in April. Gold rebounded after briefly falling below $5,000 per ounce. The yen is on track for its strongest week in a year versus the dollar. In crypto, Bitcoin remains stable week-over-week. Coinbase shares rose despite a Q4 earnings miss, even as reports surfaced that CEO Brian Armstrong has sold roughly $500 million in stock over the past nine months. Several crypto CEOs, including leaders from Ripple, Gemini, Uniswap, and Chainlink, have joined the CFTC advisory group. A volatile week wraps with inflation cooling — but crosscurrents in AI, geopolitics, and liquidity remain firmly in play.

Together at last. In a rare joint performance, Dante and Matt join the Inside Economics crew to unpack January's jobs and CPI reports. The brief federal government shutdown delayed economic data releases a few days, which made for a loaded slate this week. Dante shares his impression of January's seemingly strong jobs report and then the team plays the stats game. A brief hiatus did not affect Marisa's ability to dominate. Matt then goes through the first inflation data of 2026, and where it looks like inflation is headed in the coming months.View the Full U.S. Macroeconomic Outlook Webinar here: https://events.moodys.com/ta6186-2026-bank-odwbn-mau28334-us-economic-outlook-q1View our AI generated paper here: https://www.economy.com/getfile?q=165AB685-ED95-43E8-8533-DA2CE131A01A&app=downloadHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 The hosts reflect on surviving the “ninth worst” Bitcoin crash and the sharp one-day move from ~$70k to ~$60k, followed by a quick rebound into the high-$60ksJohn shares client sentiment: widespread “WTF” confusion, plus a growing chorus expecting another leg down—often a late-cycle/bottom-ish behavioral tellDiscussion of fear/greed collapsing to extreme levels and how prior bear-market patterns (e.g., late 2022) can rhyme without being predictiveInflation talk via multiple lenses: CPI vs PCE vs alternative real-time measures like Truflation, plus skepticism on CPI components (e.g., health insurance methodology)Macro implication: inflation appears to be cooling enough to give the Fed room for rate cuts, but Bitcoin can still rally even without a “big print”Lynn Alden clip reaction: Bitcoin bottoms tend to be slow, sideways, and buyer-rotation-driven rather than V-shaped without major stimulusAI as a potential catalyst and volatility driver across equities, with examples of major S&P names experiencing severe drawdowns amid uncertaintyTradFi signals: CFA Institute review of a Bitcoin book framed as an “intellectual curiosity” bridge for mainstream finance audiencesLightning Labs announcement: enabling AI agents to pay via Lightning, positioning Bitcoin rails as a native fit for autonomous software commerceQuick hits: quantum-resistance progress (BIP-360), Elon's “X Money” timeline, and “Bitcoin is dead” obituaries re-emerging as contrarian indicators  ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI's All-World index is trading near record highs, while South Korea's Kospi has crossed 5,500 for the first time. Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve's June decision. CME FedWatch odds for a rate hold have climbed to 40%. In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion. In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing. A busy macro backdrop with institutional crypto developments accelerating beneath the surface.

In this episode of Dividend Cafe, Brian Szytel provides an update on a mixed market day with little movement in the indices. The DOW dropped by 66 points, the S&P was flat, and the Nasdaq saw a slight decrease. Bond yields rose following a strong non-farm payroll report, which showed 130,000 new jobs against an expected 55,000, led by the healthcare sector. The unemployment rate also decreased to 4.3%, while hourly wages grew by 0.4% for January, totaling a 3.7% year-over-year increase. Labor force participation ticked up to 62.5%. Szytel addresses questions about inflation perceptions versus reported CPI, explaining the difference between disinflation and deflation. He concludes with a reminder that good news should be seen positively and notes market reactions to Federal Reserve rate expectations. 00:00 Introduction and Market Overview 00:27 Employment Report Insights 01:25 Labor Force Participation Trends 04:00 Inflation and Personal Experience 05:20 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com