Podcasts about cpi

Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.”  Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Explore this inflation debate with Jake and Cory as they break down CPI, personal cost-of-living realities, Fed policy, and market consolidation. Discover what "cooling" inflation really means—plus listener questions on future Fed leadership and more. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #inflation #financialplanning #retirement #fedpolicy #markettrends #costofliving #assetallocation #wealthmanagement #economicupdate #falconwealthadvisors

In this Steam Scanner episode, Jakub breaks down the most wishlisted games on Steam right now and explains why wishlist data is one of the strongest early indicators of future hits. From co-op horror and cozy games to chore sims and Survivor-style IP plays, this episode is about spotting demand before charts do.What you'll learn• Why Steam wishlists predict success• How Donut County inspired Hole.io• Why co-op horror keeps exploding• Which games are perfect for mobile translation• Why chore sims scale so well• Why cozy games never die• How art style impacts CPI• Which Steam hits should not go mobileKey takeawaySteam isn't just a PC platform; it's the best early warning system for future mobile hits.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Why Steam wishlists matter02:10 — Donut County → Hole.io: why wishlists predict hits05:00 — Co-op horror wishlist explosion08:10 — Chore sims as perfect mobile candidates11:20 — Cozy games & long-tail demand14:10 — Art style, CPI & visual signals16:40 — Warhammer Survivors & IP leverage18:40 — What should (and shouldn't) go mobile20:20 — Final takeaways & predictions---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

No “Estadão Analisa” desta terça-feira, 23, Carlos Andreazza comenta sobre a advogada Viviane Barci, esposa do ministro do Supremo Tribunal Federal (STF) Alexandre de Moraes, acumula 13 derrotas e 8 vitórias em processos que tramitam na Corte desde 2013, enquanto há apenas uma ação em andamento envolvendo a atuação do escritório, sob relatoria do ministro Nunes Marques. Procurados, Viviane Barci e o STF não se manifestaram. O caso envolvendo o Banco Master tramita no STF sob a relatoria do ministro Dias Toffoli. Em novembro, Toffoli foi alvo de questionamentos após viajar a Lima, no Peru, em um jato particular ao lado de um advogado ligado ao caso, durante a final da Taça Libertadores. Após a viagem, o ministro decretou sigilo dos autos e barrou o acesso da CPI do INSS a documentos obtidos com a quebra de sigilos bancário e fiscal. Episódios como esses deram novo fôlego à discussão sobre padrões éticos no Supremo, fortalecendo a iniciativa defendida pelo presidente da Corte, Edson Fachin, que tem se manifestado publicamente a favor da criação de um código de conduta para os ministros do STF, com regras mais claras sobre conflitos de interesse e transparência na atuação do tribunal. 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.

No podcast ‘Notícia No Seu Tempo’, confira em áudio as principais notícias da edição impressa do jornal ‘O Estado de S.Paulo’ desta terça-feira (23/12/2025): Pesquisa da Confederação Nacional dos Municípios (CNM) aponta que uma em cada três prefeituras brasileiras está em atraso com fornecedores e não terá recursos suficientes para quitar despesas em 2025. O levantamento mapeou a situação fiscal de 4.172 cidades (75% do total do País). Segundo a CNM, os prefeitos estão com a folha de pagamento dos servidores em dia, mas assumiram novas obrigações com programas sociais e políticas públicas, muitas delas criadas pelo governo federal e aprovadas pelo Congresso. O presidente da CNM, Paulo Ziulkoski, cita o piso salarial dos enfermeiros, o programa Mais Médicos e a implantação de escolas em tempo integral como exemplos de ações que aumentaram as despesas dos municípios sem que a arrecadação e os repasses federais cubram os custos. E mais: Política: Senador diz que vai coletar assinaturas para CPI sobre a conduta de Moraes Economia: Arrecadação em novembro chega a R$ 226,75 bilhões, um novo recorde Internacional: Trump anuncia construção de novos navios de guerra ‘Classe Trump’ Metrópole: ‘Será difícil achar substituto para Enel e União não tem condições de assumir’ Cultura: Em nova fase, Diogo Nogueira celebra o samba See omnystudio.com/listener for privacy information.

美國11月CPI降至2.7％創2021年初來低點 Fed決策與主席人選成焦點 日本央行升息至30年高點 日圓不升反貶 英國降息啟動、歐央觀望 市場重估歐洲利率前景 -- Hosting provided by SoundOn

Group Chat News is back with the hottest stories of the week including Marty Supreme looks like it may set box office records, an alarming drug that is sold everywhere, the real reason Vegas may be on the decline, CPI report shows inflation rose at a 2.7% annual pace in November, nine of the largest pharma companies ink deals with Trump to lower drug prices, an Epstein file update and we take a trip down the conspirecy worm hole plus much more!

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocation to SpaceX. We'll also talk sector performance YTD in 2025, Bitcoin vs gold searches, and yup, a little Japan talk looking at their 10 year yields surging across 2% for the first time in a while and whether this is an issue.    Gold vs Bitcoin Bitcoin if its flat over the next 5-10 years as it matures SpaceX seeking investors pile into XOVR ETF (ERShares Private-Public Crossover ETF) What could go wrong for investors seeking private investments Sector performance YTD and some surprises Should Apple be a consumer staple? Japan 10-year yields surge past 2% so what could go wrong? Tesla TSLA implied volatility seems high, but it really isn't on a relative basis CPI prints a lower-than-expected reading  Still no inflation from tariffs      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     

Closing Out 2025: Setting the Stage for 2026 As 2025 comes to a close, the economic landscape offers both reassurance and reason for vigilance as we look ahead to 2026. Inflation has been the defining theme of the year, and recent data suggests meaningful progress. The latest CPI reading for November showed inflation at 2.7% year-over-year, below expectations of 3.1%. While this data should be interpreted cautiously due to missing October inflation and unemployment figures, the broader takeaway is clear: inflation remains below 3% and is not rebounding aggressively, even amid ongoing tariff concerns. This marks a productive year in the fight against inflation. However, history suggests the story may not be over. Inflation has often moved in waves, with pauses followed by renewed surges. Current trends indicate we may be in one of those pause periods. Previous inflationary eras, such as those beginning in 1910, 1939, and 1972, saw inflation reaccelerate after similar lulls. One underappreciated factor bears close watching: money supply growth. Currently expanding at roughly 4.6%, money supply has historically been a leading indicator of renewed inflationary pressure. Should inflation move higher in 2026, it would likely remain a central driver of market behavior and Federal Reserve policy uncertainty. This is a dynamic that will continue to shape economic headlines and investment decision-making in the year ahead. Lower Gas Prices and a Tailwind for Holiday Travel One encouraging contributor to easing inflation is the recent decline in gas prices, welcome news during the busiest travel season of the year. AAA estimates that approximately 122.4 million Americans will drive more than 50 miles from home between now and year-end. On a typical day, the U.S. consumes about 376 million gallons of gasoline, a figure expected to rise significantly during this peak travel period. Even small changes in gas prices have an outsized economic impact. A 10-cent decrease at the pump translates into roughly $40 million in daily savings for the U.S. economy. Over the past year, gas prices have fallen about 10%, while oil has dropped more than 30%. This gap suggests gas prices may have further room to decline as they catch up with oil's sustained downward trend. Lower fuel costs provide a dual benefit: easing inflationary pressure heading into 2026 and giving consumers a financial tailwind during the holiday shopping season. For households and the broader economy alike, this trend is a timely and positive development. Market Rotation and the Santa Claus Rally As the year winds down, attention often turns to the so-called “Santa Claus rally,” a seasonal market pattern that spans the final five trading days of the year and the first two trading days of the next. This rally does not begin until Christmas Eve, meaning expectations should remain measured until that window arrives. Historically, markets have tended to post gains during this short period, though outcomes are never guaranteed. Still, performance during these days is often viewed as an indicator heading into the new year. Beyond seasonal trends, market rotation has been a notable feature of recent months. While headline indexes may appear to have stalled in November and December, the underlying story is more constructive. The top-performing 10% of stocks from January through October, leaders for much of the year, have recently underperformed, while previously lagging segments have begun to outperform. This broadening of leadership is a hallmark of a healthier market. Recent milestones underscore this rotation. Bank of America reached an all-time high for the first time since 2006, and Cisco achieved a new high for the first time since 2000, nearly 25 years. These examples are not about individual stock recommendations and are about illustrating how leadership is spreading across sectors and styles, reinforcing the durability of the broader market environment. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Closing Out 2025 first appeared on Fi Plan Partners.

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest CPI data, what it means for the Fed's next moves, artificial intelligence — how it's changing the way people work, learn, and create an edge in their careers. We also cover bitcoin, macro positioning, and specific companies and organizations investors should be paying attention to right now.=======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (http://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! http://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.=======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.=======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=======================Timestamps:0:00 – Intro1:39 – CPI takeaways & why direction matters more than the number4:33 – Gas prices, wages, housing & why inflation pressure is fading7:44 – Outlook 2026 & rate hike vs rate cut debate12:49 – Jim Chanos bear case on AI & Oracle explained17:18 – How to actually use ChatGPT + enterprise AI adoption problems25:15 – Content creation, avatars & human emotion vs AI30:05 – AI slop, deepfakes & public trust34:23 – The future of work + how investors can play AI in public markets41:18 – Bitcoin outlook + “silent IPO”45:43 – Where to find Jordi's work & what's coming next

wanted to do a quick update on the newsletter I wrote last month “A Thanksgiving Primer to Help You Deal With your Fox Loving Relatives.”I had to wait until December 18 to get the updated CPI report from the Bureau of Labor Statistics. The agency delayed it eight days due to the government shutdown. It was also based on a partial gathering of data which is problematic for several reasons.This is an updated version of the Thanksgiving primer! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit decodingfoxnews.substack.com/subscribe

Brady and John open by owning missed 2025 price targets, framing the year as a sideways-to-down “crab market” around the high-$80KsThey unpack why “Bitcoin clicking” for the world happens far slower than new believers expect, even with ETFs and a pro-Bitcoin political backdropThe show marks the HODL meme's origin (GameKyuubi's “I AM HODLING” post) and uses it to reinforce long-horizon discipline BitcoinTalk+1They revisit Michael Saylor's 2013 “Bitcoin days are numbered” tweet as a case study in changing your mind (commonly dated Dec 19, 2013) CryptoPotatoMacro recap includes a cooler-than-expected CPI print (with caveats about data quality) and what it could mean for Fed cuts and liquidityFiscal commentary highlights “victory laps” over still-massive deficits and why the debt train likely only slows, not stopsThey critique the idea of pushing 100% stock ownership as a policy goal, arguing it structurally advantages existing asset holders via compoundingA Jeff Gundlach clip anchors the “patience is alpha” idea: long-horizon winners often look wrong early, forcing managers to churn BitcoinTalkThey compare gold's strong year to Bitcoin's lag, noting ETF flows (IBIT) remain heavy despite negative YTD performance and debating “sell vs buy” interpretationsQuick hits include an options-market “covered call yield” theory for capped rallies, and an update on Samourai Wallet clemency chatter as a privacy battleground Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris Whalen." In this episode, Chris Whalen breaks down why Kevin Hassett may have blown his chances for Fed Chair by walking back Trump's views, discusses Kevin Warsh as the emerging frontrunner, and explains his reform proposal to return to a decentralized Fed with 15 district banks focused solely on sound money. He reveals why Trump's rhetoric about interest rates is backfiring (pushing the 10-year UP instead of down), predicts a home price correction in 2027-28, and explains why 3% inflation is now the new target. Whalen also discusses why gold and silver are still in early innings, how commercial real estate pain is being quietly resolved in the background, why good bank numbers mask concerning private credit risks, and answers a viewer question about BOJ rate hikes potentially triggering a broader correction.Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  https://www.theinstitutionalriskanalyst.com/post/theira785Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   https://international-economy.com/TIE_Su25_Whalen.pdfTimestamps:00:00 Welcome Chris Whalen01:10 Kevin Hassett: Did he blow his chances for Fed Chair?03:38 Reforming the Fed: Decentralized model vs FDR's changes04:11 How decentralization would change Fed policy06:08 Fed must be independent of President, not Congress07:44 Post-1935 power concentration with Fed Chair08:11 How centralization distorted monetary policy09:17 Has the Fed been acting like its own hedge fund?10:30 Home price correction coming in 2027-2811:14 Subscribe reminder11:52 Trump's rate talk pushing yields UP not down12:56 Advice to Trump: Talk about growth and jobs, not rates14:09 Kevin Warsh as emerging frontrunner for Fed Chair15:17 Scrap the dual mandate, focus on sound currency16:41 CPI print this week: 3% is the new target17:23 Raising conforming limits encourages more inflation18:42 Gold, sound money, and what Treasury should do20:14 Is sound money viable?21:33 Roosevelt's New Deal legacy and today's problems22:53 Silver all-time high, gold north of $4,300 - still early innings24:22 Commercial real estate pain and which banks are exposed27:10 Private credit, NDFIs and why good bank numbers are concerning29:37 Inflation driving everything in New York and beyond30:22 Viewer question: BOJ rate hikes and impact on risk assets31:44 Wrap up, year-end predictions preview and where to find Chris

How did China's trade surplus hit $1.1 trillion this year? The United States purchased around $450 billion of manufactured goods from China in 2024, but trade has dropped between the two countries so how did China have a record surplus of $1.1 trillion through November 2025? The current tariff on goods imported from China is around 37% according to the Tax Policy Center and imported goods from China have dropped dramatically. China has been able to increase their exports to other countries to more than compensate for the loss of exports to the United States which are down roughly 19%. China has seen an increase of exports to Southeast Asia of 14%, the European Union has increased 8%, and Latin America saw a 7% increase in exports from China. A big increase of 25% in exports to Africa was also very helpful to China's manufacturing surplus. Even though they're turning out more cars, manufacturing products and chemicals than ever before, it has created a very heavy competition in China which is pushing down prices, profits, and income for the Chinese manufacturing companies. There will not be another round of talks between the US and Chins until next year. At the last set of trade talks the US did lower our tariffs and China promised to buy American soy beans and end a plan to tighten the export of rare earths, which are critical and found in many products from jet engines to cars and many other electronics as well. We will continue to follow the developments of these trade talks as there should be more news coming next year!   Finally some data on the labor market! With the government shutdown, a lot of the data for the labor market was delayed. We finally got employment figures for October and November, and they were interesting to say the least! To start, the October numbers looked horrific considering payrolls declined by 105,000 in the month. While this sounds troubling, it's important to remember all of those government workers on severance were still counted as employed until the severance ended. This led to a decline in government payrolls of 162,000 in the month of October. Losses in government payrolls continued in November, but at a much slower rate as they tallied 6,000 in the month. Since reaching a peak in January, government employment has seen a decline of 271,000 jobs. Looking at November, payrolls increased by 64,000, but healthcare continued to carry most of the weight as the sector accounted for more than 70% of the total net increase and added 46,000 jobs. Construction was also strong in the month as the sector added 28,000 jobs, but many other areas saw little change and transportation and warehousing was weak as payrolls declined by 18,000. Another concern in the report was the unemployment rate ticked up to 4.6%, which was above the 4.4% level in September and marked the highest reading since September 2021. Overall, when I look at the labor market it is definitely slowing, but I wouldn't say I'm overly concerned at this point in time. While it is concerning to see declines in the payroll level in three of the last six months, for the most part the private market has done a good job picking up the large declines in the government sector, which I view as healthy. I don't want to say our labor market is booming at this point in time, but I would still classify as relatively healthy.    Inflation report shows great progress, can it be trusted? Headline November CPI came in at 2.7% compared to last November, which was well below the estimate of 3.1% and core CPI, which excludes food and energy, showed an increase of just 2.6%. This was the lowest reading for core CPI since March 2021 when the increase was just 1.6% and it also came in well below the estimate of 3.0%. Some areas in the report remained challenging particularly in food, where we saw uncooked beef roast climb 21.2% and coffee increase by 18.8%. Beef prices have struggled as cattle supply touched its lowest point in 2025 since the early 1950s and coffee prices have been hit by extreme weather in major coffee-producing countries as well as the tariffs levied on Brazil. Shelter inflation was positive in the report as the annual increase was just 3% and it's believed there is more relief coming for the largest weight in the CPI, which generally occupies around 1/3 of the headline number. If the inflation for shelter slows further, it would be very beneficial for the inflation rate as we progress through 2026. The big problem with this report is there are questions about how accurate the data is. Due to the shutdown, there was no data collected for the month of October, and the BLS was only able to collect data for about half the month of November as the shutdown did not end until November 12th. For the time being we are pleased with the results from this CPI report, but I do believe there will now be even more emphasis on the December CPI as that will be the first full month of data following the record-breaking government shutdown.    Want to become a millionaire? Invest in your 401(k)! There are more and more people with $1 million or more in a 401(k) as companies like Fidelity and Vanguard are seeing record numbers of people with accounts of more than $1 million. Fidelity said they hit the highest level ever when it comes to 401k millionaires with about 3.2% of their 401k's or 654,000 accounts now over $1 million. Vanguard also had similar numbers for 401k millionaires. Becoming a 401k millionaire is not a get rich quick scheme, but it's a proven way to build your wealth long-term with proper investment choices. It is estimated that roughly 86% of those with $1 million plus in their 401k are 50 or older. It is also estimated that around 1000 people per day become 401k millionaires in the US. The key to becoming a 401K millionaire is to invest wisely, which means not too aggressive, but also not too conservative. Also, when a portfolio drops, you cannot sell everything and wait for the market to get better, you or an investment professional must verify that you have good quality investments in your portfolio that can handle the financial storms and also it's important to continue adding to your portfolio during these difficult times. It is important not to pull money out from your 401(k) for any reason at all, no matter how bad you think the situation is, it will improve. It is much better to deal with problems when you're young rather than when you're in your 60s because you did not let your 401(k) grow to over a million dollars.   Financial Planning: Taking Advantage of Itemized Deductions Before December 31st With the repeal of the $10,000 SALT deduction limit, many taxpayers may once again benefit from itemizing deductions rather than taking the standard deduction, and there are practical steps that can be taken before year-end to further enhance that benefit. The SALT deduction includes both state income taxes and property taxes, and because individuals are cash-basis taxpayers, deductions are generally taken when expenses are paid rather than when they are due, meaning that paying certain obligations before December 31st can shift future deductions into the current tax year. In California and many other states, property taxes are paid in two installments, with the first due in December and the second due in April.  If the April installment is paid by December 31st, it may be deductible in the current year instead of the following one. Similarly, the final state estimated tax payment is typically due on January 15th, but making that payment in December allows the deduction to be taken in the current year. Another significant itemized deduction is mortgage interest, and while mortgage payments are usually due on the first of the month, making the January 1st payment in December can allow the interest from that payment to be deducted in 2025 rather than 2026. In addition, charitable deduction rules are scheduled to change in 2026 and will be subject to an adjusted gross income (AGI) limitation, which means taxpayers who are charitably inclined may benefit from accelerating planned donations into the current year while the rules are more favorable. Taken together, these strategies tend to be most effective when income is higher in the current year, as accelerating deductions while in higher tax brackets results in greater overall tax savings.   Companies Discussed: Oxford Industries, Inc. (OXM), Exxon Mobil Corporation (XOM), Vail Resorts, Inc. (MTN) & Costco Wholesale Corporation (COST)

Moody's Analytics economist Matt Colyar weighs in on the government-shutdown flawed consumer price data for October and November, and teases his own CPI that will better represent what's happening with inflation. Stay tuned. And Robert Dietz, chief economist of the National Association of Homebuilders, joins the conversation to provide his outlook on the housing market. Housing will have another tough year, but Rob finds some bright spots.Guest: Robert Dietz, Chief Economist of the National Association of Home BuildersHosts: 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.

Andrew, Ben, and Tom discuss Nike's earnings, FedEx's earnings, and the weakening yen.Song: Wonderful Christmastime - Paul McCartneyFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

US equity futures point to a modestly firmer open, while Asian markets traded broadly higher and European equities edged up. Today focus is on disinflation momentum and central bank cross-currents, after a softer-than-expected US core CPI reinforced the dovish Fed narrative and helped drive a rebound in technology and AI-linked stocks; Attention remains on Japan after the Bank of Japan delivered a widely expected rate hike while maintaining accommodative guidance, weakening the yen and pushing JGB yields above 2%; AI sentiment remains a key driver following Micron's upbeat outlook and renewed optimism around AI funding and capex, even as markets continue to reassess the durability and monetization path of the AI trade.Companies Mentioned: OpenAI, TikTok, NVIDIA

After Thursday's comeback driven by CPI data and Micron, investors contemplate a BOJ rate decision and earnings from Nike and FedEx. Consumer sentiment data is due after the open.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1225) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, recorded on December 19, 2025, we examine the latest retail sales, employment, and CPI reports. Retail sales were flat on the month, underscoring a continued pullback in consumer spending as sentiment deteriorates and labor-market momentum slows.The employment report was more troubling than the headline figures suggest. The unemployment rate rose to 4.6% in November, while payrolls fell in October before rebounding modestly in November. A closer inspection, however, reveals a far weaker underlying picture. Year to date, job gains in Health Care and Social Services have exceeded total payroll growth, implying that employment outside those sectors has declined outright. After adjusting for the outsized contribution from health care and the Federal Reserve's estimated 60,000 monthly overstatement, we estimate that non–Health Care payrolls have fallen by more than 500,000 this year.We also discuss the latest CPI report, whose construction raises serious questions. Evidence increasingly suggests that the Bureau of Labor Statistics imputed zero inflation for missing observations, including within the Shelter component, which accounts for roughly one-third of the index. If correct, this would render the headline inflation figures deeply misleading. That said, we also explore the counterfactual: what if the data are, in fact, accurate?We hope you enjoy the episode and thank you for listening.

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Advisors on This Week's Show Kyle Tetting Adam Baley Dave Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Dec. 15-19, 2025) Significant Economic Indicators & Reports Monday No major announcements Tuesday Employers continued to add jobs in November amid signs of a weakening labor market, including the highest unemployment rate in four years. The shutdown-delayed employment report from the Bureau of Labor Statistics showed 64,000 more jobs in November after a 105,000-job decline in October, the third drop in five months. Federal jobs led the October fall as total employment stayed flat since April. Temporary help — considered a harbinger of hiring trends — reached its lowest level outside of the pandemic since 2012, amid recovery from the Great Recession. Because of the 43-day government shutdown, household data was not collected in October and had a higher margin of error in November. That data raised the seasonally adjusted unemployment rate rose to 4.6% in November, the highest since September 2021. The Commerce Department reported no change in retail sales in October. Eight of 13 major categories had higher sales. Decliners were led by car dealers, home-and-garden centers and bars and restaurants. Sales fell at gas stations because of lower prices. Excluding volatile car and gas sales, retailers generated 0.5 % more revenue than in September. About two-thirds of U.S. economic activity is driven by consumer spending, a majority of which is reflected in retail sales. Wednesday No major announcements Thursday The broadest measure of inflation showed a 2.7% annual pace in November. Because of the shutdown, the Bureau of Labor Statistics skipped its October report, the first miss  since 1948, but showed a lower Consumer Price Index increase for the first time since April, when the year-to-year rate was 2.3%. Inflation stayed above the long-range Federal Reserve target of 2% but was down from a four-decade high of 9.1% in June 2022. According to the incomplete report, gas prices were up 11% from the year before and shelter costs rose 3%. Excluding volatile costs for energy and food, the core CPI rose 2.6% from November 2024. The four-week moving average for initial unemployment claims rose for the second week in a row, the Labor Department reported. The gauge of employers' willingness to release workers was 40% below the long-term average and up 5% from the low just before the COVID-19 pandemic. Total jobless claims rose nearly 16% in the latest week to just below 2 million, up almost 2% from the year before. Friday Existing home sales rose 0.5% in November, a third consecutive increase, the National Association of Realtors reported. The annual sales rate of 4.1 million houses and condos was 1% below the year before; 2024 had the lowest sales in 30 years. An economist for the trade association said housing wealth was at an all-time high, so homeowners are in no hurry to list their properties. Low inventory has helped boost prices, rising to a median price of $409,200 in November, a 1.2% gain from the year before and the 29th consecutive increase. The University of Michigan's consumer sentiment index rose marginally in December, though it was 28.5% lower than the year before. Conditions for buying durable goods fell for the fifth month in a row as 63% of consumers surveyed foresaw a continuing rise in unemployment. Inflation expectations fell but remained higher than they were in January. Economists follow consumer sentiment as a leading indicator of consumer spending. Market Closings for the Week Nasdaq – 23286, up 91 points or 0.4% Standard & Poor's 500 – 6837, up 10 points or 0.1% Dow Jones Industrial – 48254, down 204 points or 0.4% 10-year U.S. Treasury Note – 4.15%, down 0.04 point

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  The headlines say inflation is cooling—but a closer look shows the data is full of holes. In this deep (and skeptical) dive into the latest CPI numbers, Chris breaks down why 2.7% inflation doesn't match the reality Americans live every day. From manipulated BLS data and stagnant wages to the soaring cost of life's bare necessities—food, insurance, housing, and energy—this episode challenges the conventional wisdom that 2% inflation is “success.” Why should the dollar lose value at all? Drawing on decades of experience and the economic views of Judy Shelton, Chris explains why zero inflation should be the goal, why debt and money printing are crushing future generations, and why Washington keeps kicking the can down the road.

APAC stocks were mostly higher as the region took impetus from the positive handover from Wall Street, where the major indices gained following softer CPI data and strong Micron earnings, while the attention overnight turned to the BoJ.USD/JPY edged higher alongside the positive risk appetite and despite the BoJ decision to hike rates, as widely expected, and with no mention of FX-related concerns.US President Trump's administration initiated a multi-agency review of NVIDIA (NVDA) H200 licenses for sales to China, according to sources cited by Reuters.US President Trump is scheduled to make an announcement at 13:00EST/18:00GMT on Friday and will deliver remarks on the economy at 21:00EST/02:00GMT.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.4% after the cash market closed with gains of 1.1% on Thursday.Looking ahead, highlights include German GfK Consumer Sentiment (Jan), UK PSNB (Nov), UK Retail Sales (Nov), GfK Consumer Confidence (Dec), Canadian Retail Sales (Oct), EZ Consumer Confidence (Dec), US Employment Trends (Nov), and CBR Announcement. Speakers include BoJ's Ueda, ECB's Cipollone, Lane & Fed's Williams.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

November inflation data came in lower than expected, according to the latest CPI report. But we can't compare it to the previous month, since the BLS skipped several October reports. And data collection began late thanks to the shutdown, right in the middle of retailers' Black Friday sales. In this episode, key caveats to the November CPI. Plus: Experts cautiously predict a more balanced housing market in 2026, tech stocks take a hit as data center debt climbs, and a growing number of politicians reject economists' expertise.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Democrats have dismissed Trump's military bonus, and heads were spinning at CNN because they couldn't spin the CPI.  Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content.

November inflation data came in lower than expected, according to the latest CPI report. But we can't compare it to the previous month, since the BLS skipped several October reports. And data collection began late thanks to the shutdown, right in the middle of retailers' Black Friday sales. In this episode, key caveats to the November CPI. Plus: Experts cautiously predict a more balanced housing market in 2026, tech stocks take a hit as data center debt climbs, and a growing number of politicians reject economists' expertise.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Nike and Fedex on the move after reporting results. The details from those quarters, and why today's delayed CPI data isn't calming one market forecaster's inflation worries. Plus Shares of Insmed taking a dive as the company discontinues development of a key drug after disappointing trial results. What it means for Insmed's future, and what one health care analyst sees in store for the broader sector.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Recap: Thursday, December 18 - Modest Gains and Inflation Insights In this episode of Dividend Cafe, host Brian Szytel provides an update on the market movements for Thursday, December 18. The DOW closed with a modest gain of 65 points (0.14%), S&P increased by 0.8%, and NASDAQ saw a tech-led rally with a 1.38% rise. Despite a rebound, the week is expected to end negatively for stocks overall. A key focus is the release of the latest CPI print, which showed a surprisingly low inflation rate of 2.7% versus the expected 3.1%, but the numbers are questionable due to a government shutdown affecting data collection. Initial jobless claims came in line with consensus at 224,000, while continuing claims were slightly below expectations. The Philly Fed Index reported a weaker-than-expected manufacturing number at -10 versus the expected +3. Brian also discusses the interplay between inflation rates and the role of the Fed, emphasizing that market forces and money supply are critical factors. He wraps up with light-hearted remarks about holiday shopping and extends holiday greetings to viewers. 00:00 Market Update: December 18th 00:10 Stock and Bond Performance 00:59 CPI Report Analysis 02:01 Economic Calendar Highlights 02:45 Inflation and The Fed's Role 04:24 Closing Remarks and Holiday Wishes Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On this episode of Fox Across America, Jimmy Failla analyzes President Trump's primetime Oval Office address in which he highlighted the deliverables his administration has accomplished for Americans over the last 11 months. Arizona Republican Congressman Andy Biggs explains why he's optimistic the U.S. economy is primed for a big year in 2026 thanks to the president's policies. PLUS, comedian and founder of the Manhattan Comedy School Andy Engel makes his show debut and talks about how stand-up comedy can help people deal with hardships in their lives. [00:00:00] Recapping Trump's primetime Oval Office address [00:39:57] Media grudgingly reports on positive CPI report [00:59:03] Rep. Andy Biggs [01:13:57] Piers Morgan presses Candace Owens on conspiracies [01:35:40] Andy Engel Learn more about your ad choices. Visit podcastchoices.com/adchoices

A delayed inflation report shows consumer prices rose 2.7% over the past year, coming in below economist expectations. Core inflation, which excludes food and energy, increased 2.6% year over year. In this episode of Real Estate News for Investors, producer Kailyn Bennett breaks down why this CPI report looks different than usual, following a government shutdown that disrupted October data collection. Some figures reflect a two-month window, rather than standard month-to-month changes, adding important context for investors. We look at what's driving inflation now — including food, energy, and shelter costs — and how markets reacted to the softer-than-expected data. 

What you'll learn in this episode:The only three reasons sales results stall: frequency, messaging, or audienceWhy asking questions first builds confidence and skill through repetitionHow consistency beats intensity with a simple 30-minutes-a-day formulaWhy lead generation should be rescheduled—not skippedHow celebrating actions (CPI time) creates predictable success To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

[깊이 있는 경제뉴스] 1) ‘오라클 쇼크'로 내린 美 증시.. 마이크론이 되살렸다 2) 미국 제재에도.. 중국 AI 반도체, 자립 초읽기 3) 산업용 전기요금 개편, 낮엔 낮추고 밤엔 올린다 4) 미국 11월 CPI 2.7% 올랐다..예상치 큰폭 하회 - 서영태 연합인포맥스 기자 - 박세훈 작가 - 김아름 머니투데이방송 기자

Andrew, Ben, and Tom discuss this morning's CPI data, Micron's earnings, and Trump's address to the nation.Song: YMCA (Christmas Version) - Furnace and the FundamentalsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

MRKT Matrix - Thursday, December 18th S&P 500 snaps 4-day losing streak, boosted by cooler-than-expected inflation data (CNBC) Trust these numbers? Economists see a lot of flaws in delayed CPI report showing downward inflation (CNBC) Friday could be a wild day of trading on Wall Street. Here's why (CNBC) Trump Praises Waller and Bowman, Says Fed Pick Coming in Weeks (Bloomberg) Coinbase Joins With Kalshi to Enter the Surging Prediction-Markets Business (WSJ) Trump signs executive order reclassifying cannabis, opening door to broader weed access (CNBC) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

The Option Block: Silver Thieves, Options Records & Suspicious DJT Trades The All-Star Panel convenes for the final Thursday of 2025! Host Mark Longo is joined by Henry "The Flowmaster" Schwartz (Cboe) and "Uncle" Mike Tosaw (St. Charles Wealth Management) to break down a wild year-end session. The Trading Block The 15 Billion Milestone: Henry Schwartz predicts when the 15,000,000,000th options contract of 2025 will trade. Silver's Historic Run: Mike Tosaw discusses the "thief in the night" move in SLV as it hits new highs, and why he's finally fading the metal. Market Rotation: A look at the aggressive move back into tech (XLK, Micron, Palantir) following cooler CPI data. The Odd Block DJT "Skullduggery": We analyze suspicious call buying in DJT (Trump Media) immediately preceding a 40% jump on fusion merger news. Leslie's Inc (LESL): Why is someone grabbing thousands of calls in a stock that has dropped 95% this year? Ticker Autopsy: A look back at the failed $210k bet on IPA (now HYFT).

The Hot Options Report: Tesla Par Calls & Micron's AI Surge Date: December 18, 2025 Host: Mark Longo Can Tesla actually hit $500? In this episode, Mark Longo breaks down a high-volume Thursday where Tesla (TSLA) reclaiming the top spot was just the beginning. We dive into the massive retail and institutional interest in the Tesla 500 par calls and why traders are shelling out big premiums despite the strike being out of the money. We also analyze the tech recovery sparked by Micron (MU) earnings and a cooler-than-expected CPI report. From Palantir's (PLTR) roaring return to life to the funky in-the-money put action in Netflix (NFLX) and Oracle (ORCL), we track the smart money moving through the tape. The Top 10 Most Active Options Today #1 Tesla (TSLA): 2.97M contracts. Breaking down the 179,000 contracts at the 500 strike. #2 Nvidia (NVDA): 2.86M contracts. Tracking the 180 calls as AI sentiment shifts. #3 Netflix (NFLX): 973K contracts. Analyzing the bizarre $114 puts and Jan-26 positioning. #4 Apple (AAPL): 953K contracts. Can the fruit company cross the 275 threshold by tomorrow? #5 Amazon (AMZN): 791K contracts. Bullish sentiment holds at the 230 strike. #6 Micron (MU): 785K contracts. Earnings reaction: 10% pop and 260 strike dominance. #7 Palantir (PLTR): 777K contracts. Drawing a line in the sand at the 190 calls. #8 Broadcom (AVGO): 758K contracts. Funky flow as AVGO goes Ex-Dividend. #9 The Monster (MSTR): 756K contracts. Breaking down the 200 par puts. #10 Oracle (ORCL): 673K contracts. High-parity put action at the 220 strike. Resources & Links Live Data: TheHotOptionsReport.com Join the Pro Community: TheOptionsInsider.com/Pro Follow Mark on X: @OptionsInsider

The S&P 500 starts today on a four-day losing streak ahead of an ECB rate decision and U.S. CPI. Analysts expect a 0.3% headline inflation rise. FedEx and Nike report later today.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1225) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's hard to believe we waited two months for that. The Inflation Guy pulls no punches here. Although he is a serious defender of the Bureau of Labor Statistics' CPI team, he did not mince words in talking about today's report. But it's still data, and the IG tells you what it means. NOTES Blog for this month's CPI: “Inflation Guy's CPI Summary (November 2025)” (https://inflationguy.blog/2025/12/18/inflation-guys-cpi-summary-november-2025/ ) Blog on hedonic adjustment “Why Hedonic Adjustment in the CPI Shouldn't Tick You Off”  https://inflationguy.blog/2025/12/10/why-hedonic-adjustment-in-the-cpi-shouldnt-tick-you-off/ To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/    To Subscribe for free to the blog: https://inflationguy.blog/ Interested in becoming a customer of Inflation Guy? https://www.EnduringInvestments.com/ An inflation-indexed currency you can now mint from our website: https://usdicoin.com/

US equities higher in Thursday trading, just off their best levels. Disinflation traction and better tech/AI sentiment were the big pieces to today's risk-on, broad-based rally. Additionally, the day saw the coolest core CPI print in nearly five years adding support to dovish Fed narrative.

Chuck Zodda and Mike Armstrong discuss CPI's pullback and the surprisingly strong slowdown in housing inflation that drove it. Micron jumps on rosy outlook as AI boom spurs memory chip demand. Oracle and Blue Owl split over data center rattles markets banking on AI boom. Wall Street gets a taste of blockbuster stock market debuts ahead. Heating costs to rise nearly 10% this winter. Instacart gets whacked with a report that the FTC is probing the company over AI pricing tool.

Jay Woods is hesitant to how Micron (MU) will react on Thursday's trading session after experiencing a strong earnings rally. His hesitancy comes after Nvidia (NVDA) and Broadcom (AVGO) saw strong post-earnings rallies that faded the following day. He adds that Santa Claus is finally hitting Wall Street in the form of the CPI, with Jay holding cautious optimism to see if "this is the change we need" for the inflation picture. He's optimistic on 2026 continuing a bull run but adds that the run will be "tempered" with Mag 7 leadership in question, guiding for low to mid single digit gains in the SPX.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Kevin Green breaks down the CPI print to highlight why investors see improvement in the inflation picture. However, he points to some caveats that show some separation in the trend. KG then takes a look at the other side of the Fed's dual mandate through the latest jobless claims print. As for crypto, KG explains how Bitcoin's rebound and consolidation set-up today is crucial to avoid another plunge to $80,000. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Dryden Pence thinks the CPI print gives the Fed room to move “more quickly” on rates. He anticipates “a lot of stimulus” coming into the market next year. He also thinks the “quality of earnings” will go up, creating a market that can withstand “emotional buffets.” He likes Amazon (AMZN), GE Aerospace (GE) and United Rentals (URI). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

@CharlesSchwab's Liz Ann Sonders calls the latest CPI print "unbelievable" in some ways, though she believes it's indicative of an inflation trend change regardless. She talks about the print and the recent rotation trade she expects to continue in 2026. Liz Ann adds to her case by highlighting the "nature of the beast" in the tech trade as debt financing could become a new theme in A.I. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The delayed CPI numbers are out and they're better than expected.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down mixed global market moves as investors weigh delayed U.S. jobs data and rising hopes for future Fed rate cuts ahead of key CPI figures. Geopolitical tensions lift oil prices following new U.S. action on Venezuela, while Tesla and Amazon rally on AI-driven optimism. Europe and Asia react to soft inflation, strong exports, and blockbuster tech IPOs, as crypto adoption advances despite falling memecoin hype.

SpaceX IPO coming – huge increase in valuation over past 3 months Happy Hanukah – Eight Crazy Nights Now Kevin AND Kevin PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Chance for CTP Cup 2025 participants - Happy Hanukah - Eight Crazy Nights - Sad News - Rob Reiner - Fed decision is out.... - Overdue eco reports coming this week Markets - Oracle still problematic - SpaceX IPO coming - huge increase in valuation over past 3 months - Another Bankruptcy - cleaning up is not good business - Oh my - Now Kevin AND Kevin - Weight loss game continues - One thing saved for last - a doozie... Tesla -  - All time High - Prospect of Robotaxi - Even though sales hitting multi-year lows Wall Street Never Sleeps? - Nasdaq files to extend trading to 23 hours on weekdays - Banks concerned about investor protections, costs, liquidity, volatility risks of nonstop trading - Proponents argue round-the-clock trading benefits global investors - That may create some additional volatility potential SpaceX - SpaceX aims for a potential $1.5 trillion market cap with an Initial Public Offering in 2026, which could become the largest IPO in history - July 2025 tender valuation was $400B - Dec 14th (4 months later) $800B - Starlink is the primary money winner of this deal - Tesla shares climbing even with nothing behind it - seemingly in sympathy for this IPO ---- TESLA does not have ownership of SpaceX - OH - this could be the reason....U.S. deliveries dropped significantly in November—the lowest since early 2022—but this weakness has been overshadowed by the enthusiasm for autonomy. Rob Reiner - A son of legendary Hollywood director Rob Reiner and his wife, producer Michele Singer Reiner, Nick Reiner, is being held on suspicion of murder following their deaths, according to Los Angeles Police Department Chief Jim McDonnell. He's being held on $4 million bail. - Citing law enforcement sources and family friends, ABC News reported on Monday that Nick Reiner had recently returned to live at his parents' South Chadbourne Avenue home. The move was described as a temporary arrangement intended to help him stabilize. - Not going to discuss the Truth Social post about this tragedy HEADLINE ALERT - "Copper could hit ‘stratospheric new highs' as hoarding of the metal in U.S. continues" - Copper has gone from 5.77 to 5.30 (July to today) - 6 Tops at this price since 2011 - Not seeing this as per the headline - seems like a Hunt Brothers special from the 1980s - CORNERING THE MARKET ---1980 - Silver went from $11 to $50 then crashed, bankrupting the Hunt Bros - after COMEX changed rules forcing them to cover positions Bankruptcy - After 35 years, the maker of the Roomba robot vacuum filed for bankruptcy protection late Sunday night. Following warnings issued earlier this year that it was fast running out of options, iRobot says it is entering Chapter 11 protection and will be acquired by its contract manufacturer, China-based Picea Robotics. - The company says it will continue to operate “with no anticipated disruption to its app functionality, customer programs, global partners, supply chain relationships, or ongoing product support.” - Remember that Amazon  - The Amazon buyout of iRobot, maker of Roomba, was announced in 2022 for $1.7 billion but ultimately failed in January 2024 due to significant regulatory pushback, primarily from the EU, over anti-competitive concerns. -- Amazon walked away with a $94 million termination fee Fed Pick - President Donald Trump said Friday that Kevin Warsh has moved to the top of his list as the next Federal Reserve chair, though Kevin Hassett also remains in contention, according to the Wall Street Journal. - Interesting that this comes days after Hassett said that we would not let outside suggestions influence his voting - ---In addition to putting heavier weight on Warsh getting the job, Trump repeated an assertion he has made in the past that the Fed chair ought to consult the president about interest rate decisions. - Also of interest, prediction markets had Hassett at 95% probability - now it moved to 50% - big payday for people in the know. Housing Prices - Average home price is DOWN on  year-over-year basis - First time on national level since 2024 - Active listings in November were nearly 13% higher than November 2024, but new listings were just 1.7% higher --- Houses are on market longer - - Prices in Austin, Texas, are down 10% from last year; in Denver, they're down 5%, according to Parcl Labs. Tampa, Florida, and Houston both saw prices fall 4%, and Atlanta and Phoenix saw price decreases of 3%. More Hosing Related -  Zillow shares plunged more than 9% on Monday on worries that the online real estate platform could have a big new competitor: Google Search. - Google appears to be running tests on putting real estate sale listings into its search results. Overdue Eco  - Black Hole - The U.S. Bureau of Labor Statistics on Tuesday releases its long-awaited combined employment reports for October and November, but a number of key details will be missing after the government shutdown prevented data collection, including October's unemployment rate, resulting in the first-ever gap in that critical data series since inception in 1948. - NICE JOB GANG! - Some of the data will be estimated. - It said it would not publish the headline CPI number or the so-called core CPI, which strips out the volatile food and energy components, for October. "BLS cannot provide specific guidance to data users for navigating the missing October observations," the agency said. Some Updates - Some info coming in are estimates - some delayed - Unemployment at 4.6% - Latest report shows +64,000 added - ISM Manufacturing and Non-manufacturing - both slowed over the last month The Fed - Meanwhile the Fed cuts rates.... - A Federal Reserve split over where its priorities should lie cut its key interest rate Wednesday in a 9-3 vote, but signaled a tougher road ahead for further reductions. - The FOMC's “dot plot” indicated just one more reduction in 2026 and another in 2027, amid considerable disagreement from members about where rates should head. - In addition to the rate decision, the Fed also announced it will resume buying Treasury securities. The central bank will start by buying $40 billion in Treasury bills, beginning Friday. - Markets were all over the place on this as it was a little confusing at first - then it seemed that everyone loved (for one day) - Why is the Fed moving up Treasury purchases to "immediately" from a few months from now? - AND - dissension ! A larger group  that usual of regional Fed bank presidents signaled they opposed the cut, and six policymakers said the benchmark federal funds rate should end 2025 in a range of 3.75% to 4%, suggesting they opposed the move. - Long bonds have not moved at all on this news. Costco Earnings - Costco beat Wall Street's fiscal first-quarter sales and revenue expectations. - Sales rose 8.2% and digital sales jumped 20.5% compared with the year-ago quarter. - Costco surpassed Wall Street's quarterly expectations and posted year-over-year sales growth of 8.2% as the retailer attracted more digital sales and opened new locations. - Earnings per share: $4.50 vs. $4.27 expected - Revenue: $67.31 billion vs. $67.14 billion expected - Costco does not provide year ahead guidance - Shares down from a recent high of $855 Costco Fun Facts - About 4.5 million pies were sold in the three days before Thanksgiving, which is equivalent to roughly 7,000 pies per warehouse. -  These were bakery pies (e.g., pumpkin, apple), - Costco had more than $250 million in non-food online orders on Black Friday, a record for Costco's U.S. e-commerce business. - Approximately 358,000 whole pizzas were served at Costco's U.S. food courts, a 31% jump from last year. (500 pizza's per store) Fat No More - Retatrutide - Eli Lilly said its next-generation obesity drug delivered what appears to be the highest weight loss seen so far in a late-stage trial and reduced knee arthritis pain, clearing the first of several upcoming studies on the weekly injection. - In a 48-week Phase 2 study, participants on the highest dose lost an average of 24% of their body weight. - Recent Phase 3 results showed patients on the highest dose lost an average of 28.7% of their body weight after 68 weeks. - The trials also showed improvements in related health conditions, including knee osteoarthritis pain, blood pressure, and liver fat - This triple action is what makes retatrutide potentially more effective for weight loss than existing medications like Zepbound (tirzepatide), which targets two receptors, or Wegovy (semaglutide), which targets only one. Paypal - PayPal Holdings Inc. applied to become a bank in the US, looking to take advantage of the Trump administration's openness to financial-technology companies entering the banking system. - The payments-focused firm submitted applications to the Federal Deposit Insurance Corp. and the Utah Department of Financial Institutions to form a Utah-chartered industrial loan company, PayPal said in a statement Monday. - If approved, PayPal Bank would help the firm bolster its small-business lending capabilities, according to the statement, which said the company has provided access to more than $30 billion in loans and capital since 2013. Ford - Management Confused - Instead of planning to make enough electric vehicles to account for 40 percent of global sales by 2030—as it pledged just four years ago—Ford says it will focus on a broader range of hybrids, extended-range electrics, and battery-electric models, which executives now say will account for 50 percent of sales by the end of the decade. - The automaker will make hybrid versions of almost every vehicle in its lineup, the company says. - All in on EVS cost them -  Ford expects to record about $19.5 billion in special items, mostly during the fourth quarter. ---- The charges are related to a restructuring of its business priorities and a pullback in its all-electric vehicle investments. Australia - Australia has implemented a groundbreaking ban preventing children under 16 from accessing major social media platforms like TikTok, Instagram, and Facebook, effective December 2025, to protect them from harm, with significant fines for companies failing to enforce it, though messaging apps and gaming platforms are currently exempt. - Reddit is suing - Facebook, Instagram, Snapchat, Threads, TikTok, X (Twitter), YouTube, Reddit, Kick, and Twitch are all banned for kids under 16. - Thoughts on this? Saved For Last - Of all the eye-popping numbers that Oracle Corp. published last week on the costs of its artificial-intelligence data center buildout, the most striking didn't appear until the day after its earnings press release and analyst call. - The more comprehensive 10-Q earnings report that appeared on Thursday detailed $248 billion of lease-payment commitments, “substantially all” related to data centers and cloud capacity arrangements, the business-software firm said. These are due to commence between now and its 2028 financial year but they're not yet included on its balance sheet. - That's almost $150 billion more than was disclosed in the footnotes of September's earnings update. Love the Show? Then how about a Donation? The Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Guy Adami and Liz Thomas from SoFi discuss the impact of recent Federal Reserve decisions on the market. They analyze the Fed's dovish rate cuts and the implications of its plans to buy $40 billion in treasuries. The conversation shifts to the underperformance of Bitcoin despite expectations for a boost from the Fed's liquidity actions. They explore broader market trends, including the recent Empire Manufacturing Survey's dismal results, and upcoming significant economic data releases such as the unemployment rate and CPI numbers. The episode concludes with insights into the potential future of the AI revolution and its market implications for 2026. Timecodes 0:00 - Fed Speak & BTC 6:15 - Data Talk 13:20 - Jobs/Inflation 19:00 - AI Revolution —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Recently I posted and advertisement for guns on Facebook and X it was from 1972.  Featuring things like a Remington 1100 for 144 dollars and a Marlin 30-30 for 80 bucks.   A few people who I do applaud for doing the math pointed out that things like the Mossberg pump at 64 bucks was actually a little more expensive in 72 vs. today if measured against CPI inflation. Again I applaud anyone for doing math but OF COURSE IT TRACKS WITH INFLATION.  Yes, inflation tracks with inflation, shocking!  Seriously what actually matters is real cost, not dollar cost.  The dollar … Continue reading →

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a packed macro week featuring major central bank decisions from the ECB, BoJ, and BoE, alongside key U.S. data including non-farm payrolls, retail sales, and CPI. Global equities show mixed signals as Europe rebounds, Asia struggles with China's slowing economy, and Wall Street stabilizes. Meanwhile, crypto markets dip despite continued institutional adoption and regulatory developments.