Podcasts about cpi

Is your MedTech product genuinely ready for commercialisation and export, or are you simply working through a checklist?Many MedTech founders believe that regulatory approval, clinical evidence, patents, and distributor interest mean they're ready for commercial success. But commercial readiness is about far more than ticking boxes. In this episode, Hakeem explains why successful commercialisation depends on multiple factors working together and introduces a structured way of assessing whether your MedTech product is truly ready for commercialisation and export before investing significant time and money.In this episode, you'll discover:Why regulatory approval, clinical evidence, and distributor interest don't automatically mean your MedTech product is commercially ready.The key questions that reveal whether your product is ready for commercialisation, adoption, and export.How to identify commercial risks early so you can make better investment, launch, and export decisions with greater confidence.Listen now to learn how to assess your MedTech product's commercial readiness, strengthen your commercialisation strategy, and export with greater confidence.Message me with CPI on Linkedin, to really see if your product is ready for commercialisationThis podcast is for clinicians and solo founders feeling stuck in turning their medical devices into real businesses, with practical insight on go to market strategy, sales strategy, product launch, sales plans, business growth, exporting, selling internationally and how to scale up their international sales in MedTech.

Markets start to question Fed credibility, fiscal issues stay in focus for the UK, while Japan's monetary and FX policy come into the spotlight. We discuss the Fed Chair's mixed messages and preview next week's labour market release. In our special UK segment, we reflect on the BoE's "dovish" hold and discuss fiscal plans under the new PM. In Asia, the BOJ and JPY intervention are in focus, and we also look ahead to the RBI and regional CPI data ahead. Chapters: US: 02:49 Europe: 13:00, Japan: 25:19, Rest of Asia: 30:08.

Are major banks failing to link offset accounts, leaving thousands of home loan borrowers out of pocket without even knowing it? Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as they review the news of the week. This week, they discuss: Widespread failures uncovered by ASIC across major lenders' mortgage offset accounts. Westpac reversing its cash rate hike forecast following cooler-than-expected CPI data. Pepper Money raising its maximum LVR to 98 per cent alongside AMP's launch of a 40-year investor loan. And much more! News stories mentioned: Banks slammed over offset failures in ASIC probe https://www.theadviser.com.au/compliance/48733-banks-slammed-over-offset-failures-in-asic-probe New lender joins Help to Buy scheme https://www.theadviser.com.au/lender/48720-new-lender-joins-help-to-buy-scheme Productivity Commission calls for overhaul of housing rules https://www.theadviser.com.au/borrower/48730-productivity-commission-calls-for-overhaul-of-housing-rules Westpac scraps double hike call as CPI drops https://www.theadviser.com.au/borrower/48736-westpac-scraps-double-hike-call-as-cpi-drops Lending emerges as leading source of Banking Code breaches https://www.theadviser.com.au/lender/48715-lending-emerges-as-leading-source-of-banking-code-breaches Pepper unveils sweeping expansion of lending parameters https://www.theadviser.com.au/lender/48726-pepper-unveils-sweeping-expansion-of-lending-parameters Bluestone flags major trends reshaping borrowers and credit https://www.theadviser.com.au/lender/48729-bluestone-flags-major-trends-reshaping-borrowers-and-credit 40-year investor loan with 10 years of IO launches https://www.theadviser.com.au/growth/48739-40-year-investor-loan-with-10-years-of-io-launches Qudos Bank brand to be retired in 2027 https://www.theadviser.com.au/lender/48724-qudos-bank-brand-to-be-retired-in-2027

Après l'annonce faite en début​ de semaine par le Tchad de se retirer de la CPI, les invités d'Éric Topona se prononcent sur la viabilité de cette juridiction internationale tant décriée par certains gouvernements, notamment africains.

Le Tchad se retire de la Cour Pénale Internationale. Ndjamena dénonce la justice « à géométrie variable » de la CPI. Critiques justifiées ou faux prétexte au moment où le régime tchadien pourrait être accusé de complicité de crimes de guerre au Soudan ? Votre avis nous intéresse. Standard : +33 9 693 693 70 Mail : appels.actu@rfi.fr Facebook : Appels sur l'actualité - RFI Twitter : @appelsactu

You've probably heard the media, politicians and economists talking about "the inflation rate" as though every Australian is experiencing the same increase in their cost of living.   But the official CPI figure may bear little resemblance to what is happening in your household.   Because here's the uncomfortable truth. That headline number is an average. It's a blend of everything from lettuce to laptops, and if your money goes on housing, health care, insurance and electricity rather than imported gadgets and clothing, your real cost of living has probably been running well above what the news is telling you.   Today we're going to pull that number apart. We're going to look at who actually suffers the highest inflation in this country, why government policy is doing more damage to your cost of living than any war or supply shock, and why understanding your own personal inflation rate matters just as much to your wealth-building strategy as your choice of property.   By the end of this episode you'll know exactly where you sit on what my guest calls the inflation pyramid, which categories of spending are quietly eating your returns, and why housing costs in particular have become one of the clearest examples of government-made inflation in the country.   My guest today is Ashley Owen, Principal of Owen Analytics and one of the most respected independent economists and investment analysts in Australia.   Takeaways   • Official CPI figures hide big differences between household spending patterns and real cost pressures. • Renters face stronger inflation because more of their budget goes to utilities, taxes, and housing costs. • Government-driven costs push housing inflation higher through taxes, regulation, and construction bottlenecks. • Imported goods often offset inflation, but local services keep rising through wage and productivity pressures. • Insurance, healthcare, and education climb faster because they rely heavily on expensive Australian labour. • Personal inflation rates matter more than averages when planning retirement withdrawals and long-term cash flow. • Higher inflation erodes mortgage balances over time, benefiting borrowers who own quality assets. • Delayed rate cuts and political spending can keep interest rates higher for longer. • Land scarcity in concentrated cities pushes up property values and construction costs. • Wealth plans must outperform inflation or purchasing power steadily shrinks over decades.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ •        Win a copy of How To Grow A Multi-Million Dollar Property Portfolio In Your Spare Time. •        Every entry receives a copy of a fully updated Michael Yardney Property Report.   Michael Yardney – Subscribe to my Property Update newsletter here.     Get the team at Metropole to help build your personal Strategic Property Plan. Click here and have a chat with us.   Ashley Owen, Director of Owen Analytics https://www.owenanalytics.com.au/   Articles mentioned in the podcast:   ·        Housing inflation higher than CPIhttps://www.owenanalytics.com.au/2026jul20-housing-inflation   ·        What's your personal inflation rate?https://www.owenanalytics.com.au/2026jul14-infl-categ     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.   About The Michael Yardney Podcast | Property Investment And Wealth Creation Australia   The Michael Yardney Podcast is one of Australia's leading property investment podcasts, helping investors understand the Australian property market and build long-term wealth through strategic property investing.   Each week we explore:   • Australian property market updates• Property investment strategies in Australia• Melbourne property market trends• Sydney property market forecasts• Brisbane property investment opportunities• Capital growth property strategies• Property cycles in Australia• Negative gearing and tax strategy• Interest rates and their impact on property• Buyer's agent insights and investment planning   If you're serious about building a high-performance property portfolio and creating financial freedom through real estate, this podcast will give you the clarity and strategy you need.   Learn more at:https://propertyupdate.com.auhttps://metropole.com.au

Do not be fooled, because while the ABS released a set of CPI reports today for June which were just a tad lower than market expectations, surging home-building and services costs could still force the Reserve Bank of Australia to raise interest rates later this year. They included the June monthly, and the quarterly series, … Continue reading "Inflation: Still A Massive Problem For Australia!"

Mortgage rates are on edge today as oil prices spike and the Federal Reserve meets to decide what happens next with interest rates. I'm breaking down what's driving today's move and what it means for your rate.Today isn't a normal day. Iran struck another ship, oil jumped 6%, and the Federal Reserve is meeting this afternoon to figure out where the federal funds rate goes from here. I walk through the bond market, the inflation data, the jobs numbers, and exactly what I'm telling my own clients to do right now if they're under contract, sitting on the sidelines, or thinking about refinancing.In this video I cover: • Why oil prices jumping 6% in one day is hitting the mortgage bond market • What the Federal Reserve actually controls and how it ripples into your rate • The real CPI, PPI, and jobs numbers the Fed is watching this week • Why inflation is dropping when you strip out oil and energy • What I'm advising clients to do today: lock, wait, or holdRead the full breakdown on my blog: Fed Rate Call During a Global Crisis: Mortgage Rate Snapshot Today — https://www.therateupdate.com/blog/fed-rate-call-global-crisis-mortgage-rate-snapshot-todayAnd for more on where rates could head next: CPI Drops, Jobs Cool: Is a Fed Rate Cut Finally Coming? — https://www.therateupdate.com/blog/cpi-drops-jobs-cool-is-a-fed-rate-cut-finally-comingCHAPTERS 0:00 Oil spikes, Iran conflict, and today's Fed meeting 1:30 How the Federal Reserve actually controls rates 3:15 CPI, PPI, and the inflation data the Fed is watching 5:45 Jobs numbers and where the cracks are showing 7:30 What I'm telling my clients to do right now

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In this bulletin, US says it thwarted multiple ballistic missile attack on its Middle East bases, as Iran floats new Strait of Hormuz plan; government concedes inflation still too high ahead of CPI figures release; and at the Commonwealth Games, Flynn Southam ends Kyle Chalmers' reign with 100 metres freestyle gold.

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week's interest rate decision by the Fed.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Matthew Hornbach: Today, will the Fed hold or hike? It's the question in the market right now. It's Tuesday, July 28th at 9:30am in New York. Will the Fed display patience, or has it run out of patience? That's the question hanging over the July FOMC meeting currently underway. We believe the former. We expect the Fed to keep the target range for the federal funds rate unchanged at 3.5 to 3.75 percent. The statement will probably also remain unchanged, reiterating the ample reserve policy, economic activity expanding at a solid pace despite elevated uncertainty. So, Mike, what's your assessment of the situation beyond that? Michael Gapen: Our assessment of the July FOMC meeting is actually the case for hikes is not as persuasive now as it was in June. And I think when we say that and when we come to the decision the Fed will stay on hold this week, we're basing it mainly on the data that has come in since the June FOMC meeting. And two important pieces on that front are employment growth moderated. So, in the June meeting, the three-month average payroll gain was running at about 188,000 per month. And I think it gave the sense that the labor market was really accelerating and there was downside risk to the unemployment rate. The subsequent employment data changed that view. Now it looks like there is much less of an acceleration in hiring and momentum has slowed. So, the labor market doesn't look quite as robust. Second, there was a lot of information, we think, a lot of signal about disinflation. So yes, recent volatility in the Middle East did push oil prices temporarily higher. We'll see where that goes. But underneath the hood, there was significant softness in goods inflation and services inflation, particularly related to housing. So, we do think that there was a lot of evidence that disinflation is here. So, with those two things in mind, we think there's less of a case to hike in July than there was in June. So, we think the right thing... Or what we think the Fed will do is to skip July, try and buy a little more time, get a little more information. If disinflation is indeed here, the Fed stays on hold. If not, and inflation stays firm, well, they can move to rate hikes later this year. But we think the case to hike in July is less compelling than it was in June. Matthew Hornbach: Well, they certainly will get a lot more information between the July meeting and the September meeting. If memory serves, at least two more rounds of all of the major economic data points… Michael Gapen: That's right. Matthew Hornbach: Payroll, CPI, and so on. Michael Gapen: That's right. The gap between the July FOMC meeting and the September FOMC meeting is the longest on the Fed's calendar. Of course, in part, that makes room for Jackson Hole in August, which if the Fed were moving to a tightening cycle, could be a venue to lay out the case for that. But you're right, they will see multiple employment and inflation reports before they meet again in September. Matthew Hornbach: If they really wanted to get ahead of that data and move at this meeting, what is the case for hiking rates in July? How would you think about that perspective? Michael Gapen: I think you could make a couple of cases to hike now. One is recent volatility and conflict in the Middle East has pushed oil prices higher. Maybe it convinces you – you're in a prolonged oil risk premium scenario, and inflation will not dissipate. Second, I think you could argue, well, it's a balance of risks argument. And we think risks have just shifted in the direction of inflation, where last year they were in the direction of a weaker labor market. We eased last year. Let's just reverse those risk management rate cuts this year. So, it's not about inflation in hand, it's about your view of risks around inflation. Another, I think, and to me, this is the most important one, is maybe Warsh wants a regime change in the reaction function. In other words, he emphasizes price stability and achieving the 2 percent target. Well, at some point, words are words and actions are actions. And maybe what he desires is a more hawkish reaction function and kind of a higher interest rate all else equal to guide inflation down to 2 percent more quickly. So, I think, Matt, if we're wrong this week, I think the main reason we're wrong is I'm thinking under an older reaction function, and Warsh is bringing a new one. And right now, we don't exactly know what his reaction function is. And he could reveal it this week as being in a direction where he really wants to concentrate on the inflation side of the mandate to the exclusion of nearly everything else. Matthew Hornbach: Well, I don't think that's lost on markets at all. And in fact, I think that the rise in yields we've seen in the bond market concentrated in the real yield component of the 10-year Treasury bond tells you a lot about how investors are thinking the Fed will react to higher energy prices. As energy prices have gone up, so have bond yields. The relationship between those two asset prices are very strong. And usually what that suggests is if the real yield is going up more than the break-even inflation rate is going up as energy prices rise, it's telling you that investors think the Fed will not look through the rise in energy prices. If you have the opposite happen, where your break-even inflation rate is going higher, more so than the real interest rate is going higher, that would suggest investors think the Fed will look through the energy price increase. That just hasn't been the case, and so I think investors are very much attuned to what they think is the right reaction function for the Fed. But I guess we'll see. Only time will tell. And I think in order to help us tell what the right reaction function is – we'll need some communication from the Fed. And maybe that's where I want to go next with you – is on communication. It does seem like there have been fewer FOMC participants speaking to the public since Chairman Warsh began his tenure as chairman. Is that your impression? How do you think about communication? And since we are in the midst of this FOMC meeting, the press conference… What do you think about press conferences going forward? Michael Gapen: I do think you're right. I haven't counted up the literal official FOMC communications. I do think there have likely been fewer speeches and/or interviews given recently. And whether or not that's a function of Kevin Warsh as the chairman or it's summer and things move a little slower, I don't know. I will say, though, that when participants have spoken, I think we're getting the same, say, normal communication that they brought in the past. So far, I don't read participants as unwilling to provide their view about the outlook for the economy and for monetary policy. On the press conference, boy, would that be a change. I've been of the view that you probably will not get what I'll call a major change to the SEPs or the press conferences in terms of their frequency until the task force on communications has run its course, where I think the deadline is ultimately later this year. So, I don't think the schedule of press conferences will change until 2027, if it changes at all. But if we don't have them… The way that I would look at that, Matt, is to say, if the Fed's speaking less, there will be a vacuum out there to some degree. So, if the Fed's giving its view on the outlook and monetary policy less frequently, something else will fill that narrative, whether it's markets or the private sector or whatever it is. Vacuums are going to get filled. The Fed's speaking less, somebody else will speak more. Maybe that drives volatility more. I guess it would depend on the situation, but I think pulling press conferences would be a major surprise. I don't think it's in market expectations, and my belief is it would probably lead to some increase in volatility over time.How would you read it? Matthew Hornbach: Absolutely. I think the void has already begun to be filled by investors and how they think about the Fed's reaction function, rightly or wrongly. Which is why I think we've seen real yields move in a very positively correlated way with energy prices. Investors are intuiting a certain reaction function to higher energy prices. Whether or not that is the correct view, only time will tell. If we do have a press conference at this upcoming meeting, which looks very likely, investors are going to pay attention to every nuance and every shift in the chairman's tone. How he chooses to address certain questions versus others—or whether he chooses to address them at all—will be important for market participants and how they invest in the bond and currency markets. With that, Mike, thanks again for taking the time to talk. I look forward to catching up with you again in late August around the Jackson Hole symposium. Michael Gapen: Great speaking with you, Matt. Thanks for having me on. Matthew Hornbach: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And share the podcast with a friend or colleague today.

August Biniaz of CPI Capital joins Chris to unpack why his firm is bringing Canadian capital into U.S. real estate and why he believes the U.S. remains one of the most attractive rental markets in the world. August walks through his path from fix-and-flips and ground-up construction to launching CPI Capital, a firm built to help Canadian investors access U.S. multifamily and build-to-rent opportunities. Chris and August dig into the cross-border investing mechanics, including why Canadian investors look south for stronger yields, how withholding taxes and entity structures matter, and why CPI uses limited partnerships rather than LLCs for syndicated deals involving Canadian capital. August also explains how CPI recently created a vehicle that allows Canadian investors to use retirement accounts for U.S. real estate investments. The conversation then shifts to the current multifamily cycle. August shares why he believes Sunbelt multifamily is near the bottom of the cycle, why distress and repricing may create attractive entry points, and how CPI is evaluating a Dallas-area deal that has corrected significantly from its 2022 basis. Chris pushes on downside risk, debt maturity, interest rates, and macro uncertainty, while August explains why he believes conviction, basis, and business plan discipline matter most in this phase of the cycle. They also discuss CPI's build-to-rent strategy, including duplex communities in San Antonio, a build-to-hold project in Denton, and why August views BTR as “horizontal multifamily” serving a growing renter-by-choice demographic. Key takeaways: Why CPI Capital was created to help Canadian investors access U.S. real estate How U.S. multifamily yields compare to similar Canadian markets Why cross-border tax structure, withholding, and entity choice matter How Canadian retirement accounts can be directed into certain real estate vehicles Why August believes Sunbelt multifamily is near the bottom of the cycle How CPI is underwriting distressed or repriced multifamily opportunities today Why CPI is focused on Texas and Florida, especially DFW, San Antonio, and Tampa How build-to-rent fits CPI's thesis and serves renters by choice Join a community of passive investors. Start your FREE 7-day trial: https://passivepockets.com/?utm_source=youtube&utm_medium=description&utm_campaign=none Listen to the PassivePockets Podcast Anywhere: https://lnk.to/passivepockets Subscribe to the Passive Investing Newsletter: https://www.biggerpockets.com/email-subscribe?utm_source=youtube&utm_medium=description&utm_campaign=none Join BiggerPockets for free: https://www.biggerpockets.com/signup?utm_source=owned_media Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

durée : 02:00:57 - Les Matins de France Culture - par : Bérengère Bonte - Ce matin à 7h38, Bérengère Bonte reçoit Philippe Sands, avocat, professeur de droit et écrivain franco-britannique, pour évoquer les pressions croissantes exercées sur la Cour pénale internationale. - équipe : Félicie Faugère, Mathilde Thon-Fourcade, Victoria Géraut-Velmont, Inès Bouffartigue Sebastia, Rodi Eken, Anouk Seveno, Salomé Erbs, Romain Rincon Hernandez Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:39:50 - Les Matins de France Culture - par : Bérengère Bonte - Décidée par ses États membres le 24 juillet 2026, suite à des allégations d'agressions sexuelles, la révocation du procureur de la Cour pénale internationale survient dans le contexte d'une intensification de l'offensive à l'encontre de l'institution judiciaire menée par les États-Unis et la Russie. - équipe : Phane Montet, Mathilde Thon-Fourcade, Victoria Géraut-Velmont, Inès Bouffartigue Sebastia, Rodi Eken, Romain Rincon Hernandez, Salomé Erbs - invités : Philippe Sands Avocat, professeur de droit et écrivain franco-britannique Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Karim Khan a été officiellement démis de ses fonctions de procureur général de la Cour pénale internationale pour « faute grave » et « manquement grave aux devoirs de sa charge », à l'issue d'un vote à bulletin secret tenu lors d'une réunion exceptionnelle et à huis-clos au siège de l'ONU à New York. Sur 110 États participants, 82 ont approuvé sa révocation, au moins 63 voix étant nécessaires. En poste depuis 2021, Karim Khan est visé par des accusations d'agression sexuelle émanant d'une membre de son équipe, qu'il conteste, estimant ne pas avoir pu se défendre correctement devant l'Assemblée et dénonçant une « pression politique immense » sur la Cour. Pourquoi ses avocats accusent-ils l'Assemblée de la CPI de ne pas avoir respecté les règles ? Alors que le Premier ministre Benyamin Netanyahu a salué cette décision, le mandat d'arrêt émis à son encontre peut-il être remis en cause ? Avec Stéphanie Maupas, correspondante de RFI à La Haye. 

Nicola Willis will like the inflation number that's come out. More importantly, she'll like the story that number is telling. Remember, her target audience is the squeezed middle. This is the battleground. This is the fight for the soft centre at the election: Labour versus National. These are the voters both parties are targeting. The Stats NZ figure for the year to the June quarter is 3.2 percent. Prices are up for the average Kiwi family. On the face of it, that doesn't sound like good news. But for the roughly one-third of Kiwis who own a home, aka the squeezed middle, the number is better than it could have been. That's because this figure is based on the Household Living-Costs Price Index, not the Consumers Price Index (CPI). CPI inflation is 4.1 percent. This measure is lower at 3.2 percent. Why? Because it takes into account the cost of mortgage interest payments. And the mortgage-interest story is a good one. On these numbers, mortgage interest payments are 15 percent cheaper. Just imagine how bad this figure could have been if interest rates hadn't fallen, or if the Reserve Bank hadn't had the headroom to cut rates. You can see where I'm going with this. If you're an average home-owning family with two kids in New Zealand, you know how important your mortgage is to your sense of financial wellbeing. The smaller it is, the better you feel. So Nicola Willis will see this number as positive for two reasons. First, she'll claim some credit for helping bring mortgage costs down by 15 percent. Even though that's largely the Reserve Bank's doing, she'll argue that the Government created the conditions that made it possible. Second, she'll blame Donald Trump for prices continuing to rise, which isn't entirely untrue. A third of the annual increase is due to petrol prices and that's tied to events involving Trump and Iran. This helps National because it's running this election not only on its own record, which, let's be honest, has been patchy, but also against Labour's record. It's playing the "don't put it all at risk" card and it's playing that card hard. You would have heard that from Nicola Willis on the show. The only problem with these numbers is that they're backward-looking. Yes, interest rates have been coming down but they're starting to climb again. Westpac has moved on fixed rates and you can bet your bottom dollar the other banks will soon follow. LISTEN ABOVESee omnystudio.com/listener for privacy information.

durée : 00:03:24 - Géopolitique - Le Venezuela a annoncé, vendredi, son retrait de la CPI. Le même jour a eu lieu la révocation du procureur de la Cour internationale, Karim Khan, accusé d'agression sexuelle. Tout cela vient alors que les États-Unis ont lancé une campagne pour démanteler la Cour pénale internationale. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:03:24 - InterNational - Le Venezuela a annoncé, vendredi, son retrait de la CPI. Le même jour a eu lieu la révocation du procureur de la Cour internationale, Karim Khan, accusé d'agression sexuelle. Tout cela vient alors que les États-Unis ont lancé une campagne pour démanteler la Cour pénale internationale. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:03:24 - Le 6/9 de l'été - Le Venezuela a annoncé, vendredi, son retrait de la CPI. Le même jour a eu lieu la révocation du procureur de la Cour internationale, Karim Khan, accusé d'agression sexuelle. Tout cela vient alors que les États-Unis ont lancé une campagne pour démanteler la Cour pénale internationale. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Send us a question/idea/opinion direct via text message!Residential property transactions across New Zealand have recorded six consecutive months of year-on-year declines. This week on the New Zealand Property Market Podcast, Head of Research Nick Goodall and Chief Economist Kelvin Davidson unpack the latest monthly Chart Pack data, revealing that first-half 2026 sales volumes reached 43,183 - down 4.2% compared to the same period in 2025. We explore why high listing stock and broader economic caution are keeping buyers and sellers in a stalemate, while noting that a lack of distress selling continues to keep the market anchored.The guys also dissect the Q2 CPI inflation release, which landed at 4.1% annually. While slightly above the Reserve Bank's revised 3.9% forecast, the print landed directly in line with commercial bank expectations. We break down the stark divergence within the data: tradable inflation spiked to 4.9% off the back of global fuel pressures, while domestic non-tradable inflation eased slightly to 3.4%. Furthermore, annual rental growth has slowed to just 0.5% - the weakest rate of increase in more than two decades.Finally, we discuss Stats NZ's official roadmap to introduce a monthly CPI release by August 2027, preview the upcoming July Home Value Index, and evaluate why the RBNZ remains firmly on track for an Official Cash Rate increase at the September 2nd statement.This week we discuss:Six Months of Falling Sales: Why H1 2026 transaction volumes contracted 4.2% year-on-year, missing early expectations of a 5% to 10% recovery.Regional Sales Dynamics: Analysing the rolling three-month volume trends, from Dunedin's 7.4% rise to Auckland's 7.8% drop.The 4.1% CPI Reality Check: Breaking down the Q2 inflation print and why headline numbers drive consumer inflation expectations.Tradable vs. Non-Tradable Divergence: How fuel costs drove tradables to 4.9% while non-tradable domestic pressures softened to 3.4%.20-Year Low for Rent Growth: What annual rental growth of just 0.5% means for residential landlord yields.The Path to September 2nd: Why the Reserve Bank is expected to push the OCR closer to its neutral target (~3.25%) despite weak consumer activity.Official Monthly CPI Roadmap: Stats NZ's timeline to transition from quarterly inflation tracking to monthly Tier-1 reporting by August 2027.Sign up for news and insights or contact on LinkedIn, X @NickGoodall_CL or @KDavidson_CL and email ngoodall@cotality.com or kdavidson@cotality.comThis podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.

The yen just hit a 40-year low and Japan is trapped. Whether they hike or freeze, it ends the same way: the pin that pricks our bubble.Tonight's episode is sponsored by NetSuite. For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, Go to http://netsuite.ai/goldTonight's episode is also sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmInvestors are far too complacent about risks that are now hiding in plain sight. The AI trade cracked this week: Alphabet fell 10% after announcing even higher CapEx, Oracle is down 41% on the year, Meta and Amazon fell, and Microsoft is nearly in a bear market. SpaceX now trades 49% below its post-IPO high with its float set to jump from 5% to 40% by year end, and Tesla dropped 18%, costing Elon Musk nearly $100 billion in a week. Peter Schiff compares the roughly three-quarters of a trillion dollars in annual AI CapEx to the dot-com build-out, where the early favorites went bankrupt and took their vendors down with them.The bigger danger is Japan. The yen fell to a 40-year low against the dollar, the 30-year JGB yield hit an all-time high near 4%, and with debt above 200% of GDP and a policy rate still at just 1%, Japan is trapped. Whether the Bank of Japan finally hikes aggressively or stays timid, the result spills into the United States, potentially forcing the world's largest holder of US Treasuries to dump its $1.1 trillion position. Schiff calls Japan the pin that pricks the far bigger US bubble. Meanwhile the US 30-year yield hit a 20-year high of 5.16% on more than four times the debt of 2006, oil is up 30% in July guaranteeing a hotter CPI, and gold rose on the week even as bonds and stocks fell, with the miners signaling a bottom. He closes on why record-low jobless claims are meaningless in a gig economy and why Trump's new slave-labor tariffs are an unconstitutional tax on Americans.Chapters:00:00 Japan Sparks US Crisis00:41 AI CapEx Reality Check07:51 AI Bubble Parallels13:03 Gold Miners Rebound19:17 Oil Bonds Warning Signs32:16 Japan Debt Rate Trap34:36 Weak Yen Trade Deficits37:22 Japan Creditor Status Slips41:22 Two Japan Crisis Paths44:26 US Vulnerability Dominoes45:21 Unemployment Claims Hype47:20 Why Claims Mislead51:37 New Tariffs Legal Workaround59:03 Wrap Up Subscribe CallFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiff#PeterSchiffShow #gold #inflationOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Mazatlán refuerza vigilancia por mar de fondo EE.UU. respalda salida de Venezuela de la CPIMás información en nuestro Podcast#grc

The Aussie share market is poised to rise at Monday's open despite a mixed finish on Wall Street and three straight weeks of declines. Energy stocks may come under pressure following a sharp drop in oil prices, while tech faces headwinds from weak US tech leads. Key catalysts this week include Australia's June quarter CPI, the Fed's interest rate decision, and a flurry of major US tech earnings, alongside the unofficial start of the local reporting season. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50 odds and arguing it could strip the yield out of coins, force issuers offshore, and turn the survivors into banks. He makes the case that stablecoins are little more than "prepaid gift cards," lays out why he's bullish on gold and silver as central banks and China chase physical metal, and warns that real inflation — measured by commodity inputs like energy and sulfur (up 150% since the Iran war), not the CPI — is closing in on double digits. Whalen also sees the 10-year Treasury pushing past 5% and mortgages settling into a "higher for longer" 6.5–7%, flags the mortgage sector as the earnings story to watch, takes aim at Michael Saylor and MicroStrategy, points to safer places to find yield, and keeps circling back to one unsettling parallel: today looks a lot like the 1920s, right before the party ended.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Twitter/X: https://twitter.com/rcwhalen    Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 – Intro 0:45 – The Clarity Act: will it kill stablecoins? 3:34 – Do stablecoins have any real use case? 5:17 – Why we may need fewer banks — and more insurers 8:22 – Do stablecoins actually create Treasury demand? 10:16 – Chris's next book: gold 12:20 – Gold's pullback and the bull case for silver 16:37 – Goldman's $4,900 target & John Paulson on gold 17:53 – The BLS quietly redefines inflation 19:40 – A 2% target, a 6% deficit, and 5% yields 22:07 – Why mortgage earnings are the story to watch 24:29 – Affordability, home prices & the blue-state squeeze 26:42 – Why it all rhymes with the 1920s 28:44 – Viewer Q&A: the real double-digit inflation 32:12 – MSTR yields, Saylor & where to find safe income 36:28 – Closing thoughts: the mortgage shakeout ahead

Vitalino Canas (PS) afirma que a CPI à PJ é desproporcional, focando antes nos exames. Já Fernando Silva (Chega) acusa Luís Neves de graves irregularidades que exigem investigação total.See omnystudio.com/listener for privacy information.

What does it take to go almost 20 years in real estate without a single broke month? In this episode, Erin sits down with Dan Rochon — real estate veteran, founder of the Consistent and Predictable Income (CPI) Community, host of the No Broke Months podcast, and author of the new book Teach to Sell: Why Top Performers Never Sell — And What They Do Instead. Dan's story starts on his bathroom floor in 2005, the morning he got sober after nearly two decades of struggle. Two years later, a friend's question — "You ever think about real estate sales?" — set him on a path from waiting tables in D.C. to buying the Keller Williams brokerage he worked for, and to a track record most agents only dream of: no broke months since 2008. The best part? Dan insists there's no magic to it. He walks us through the exact framework: waking up every morning "unemployed," spending 1–3 hours a day finding business no matter how busy you get, the 11 activities that actually make you money, and his Teach to Sell method — guiding clients through predictable problems before they happen so you become trusted, wanted, and referred instead of chasing and convincing. If you're tired of the feast-or-famine rollercoaster, this conversation is your way off. Listen in as Erin and Dan discuss: Dan's rock-bottom morning in 2005, getting sober, and discovering real estate as his path to entrepreneurship Why he leaned into the 2008 crash — and how "there's always a reason to look at the suck" The 5 daily activities in your business, the 5 on your business, plus the one habit Dan never skips: visiting his money every morning How to break the feast-or-famine cycle: 1–3 hours a day, 5 days a week, no matter what The four pillars of a business owner — belief, finding business, leverage, and leadership What Teach to Sell really means: consulting clients through predictable problems before they happen (including the home inspection story every agent needs to hear) Why "the circumstances change, the technology changes, but the fundamentals never do" Where to grab Teach to Sell and unlock the four-pillar bonus course (formerly a $10,000 program) About Dan Rochon is on a mission to help 1,000,000 people sell without selling by teaching them how to think through Teach to Sell. Founder of the Consistent and Predictable Income (CPI) Community and host of the No Broke Months for Salespeople podcast, Dan is a master of human behavior, influence, and the psychology of success, and a certified practitioner of Humanistic Neurolinguistic Psychology and Neuro-Linguistic Programming (NLP). Dan doesn't just teach theory — he lives it. Since 2008, he has maintained a flawless track record of No Broke Months in real estate sales, averaging ten sales a month, all while building and selling a Keller Williams brokerage he led as operating partner for a decade. He is the author of Teach to Sell: Why Top Performers Never Sell — And What They Do Instead and Real Estate Evolution: The Ten-Step Guide to CPI. A TEDx and keynote speaker, his expertise has been featured on The Nightly News with Brian Williams, The Today Show, CNBC, and The Washington Post. How to Connect With Dan Rochon Website: https://www.TeachtoSellBook.com LinkedIn: https://www.linkedin.com/in/danrochon Instagram: https://www.instagram.com/danrochonx/ Podcast: No Broke Months for Salespeople — https://nobrokemonthspodcast.simplecast.com/ Recommended Resources Teach to Sell: Why Top Performers Never Sell — And What They Do Instead by Dan Rochon (released June 23, 2026) — get the book plus the free four-pillar companion course (a former $10,000 program) at https://www.TeachtoSellBook.com Happiness & Fulfillment Assessment: https://pursuingfreedom.com/happiness Pursuing Freedom Collective: https://pursuingfreedom.com/collective Get a copy of Pursuing Freedom on Amazon: https://amzn.to/46o7m7z Subscribe to the Pursuing Freedom podcast on Apple Podcasts (https://podcasts.apple.com/us/podcast/pursuing-freedom/id1385086390) or Spotify (https://open.spotify.com/show/59YFf0QJ64o35Wc53JGcbi) for weekly inspiration and strategies.

Short interest in the S&P 500 is sitting near its highest level since 2010, Jamie Dimon says he won't touch US stocks or Treasuries at these prices, and SpaceX is the ninth-most-shorted stock in the market ahead of its very first earnings report. So this week we're asking: why is everyone so bearish when the market is up more than 15% from the March lows? What did Alphabet's first-ever negative free cash flow quarter reveal about the real cost of the AI buildout? And when the five biggest hyperscalers are planning to spend nearly as much as the US military in a single year, who's actually going to fund it — and at what price? That last question took us straight to the bond market, where things look even scarier. Why are Meta, Oracle, and SpaceX's 30-year bonds trading 40-60 basis points wider just weeks after issuance? Why have 30-year Treasury yields held above 5.00% for the longest stretch in two decades — and is 5.00% the new floor instead of the ceiling? With a Fed meeting days away and Chairman Warsh's hawkish instincts colliding with the biggest negative CPI print since 2020, we dig into what the rates market is telling us about risk premiums across every asset class... and whether anyone wants to own anything right now.

Gas prices posted their biggest monthly decline since 2020, giving Americans temporary relief at the pump—but is it enough to keep inflation under control?   In this episode of Everyday Economics, Chris Krug and economist Dr. Orphe Divounguy explain why cheaper gasoline is helping consumers continue spending, why rent prices may be about to rise again, and how Middle East tensions could send energy prices higher. They also discuss what the latest CPI data really means, whether inflation is actually cooling, and why the Federal Reserve may keep interest rates higher for longer.   Topics Covered: Why gas prices fell June CPI inflation explained Will inflation rise again? Rent prices and the housing market How oil prices affect everyday costs Federal Reserve outlook Consumer spending trends Everyday Economics analysis  

(00:01:00) CPI sous pression: la justice internationale peut-elle résister aux grandes puissances? (00:07:55) Seveso: l'histoire méconnue d'une catastrophe industrielle qui a changé l'Europe (00:13:44) Trouver un toit (5/5): en Uruguay, l'Etat prête l'argent et tu construis

Peter Schiff is the host of The Peter Schiff Show podcast and a longtime economist and gold advocate. In this conversation, we break down real inflation versus the official CPI, the Fed's political motivations, and whether AI and tariffs are inflationary or deflationary. We also cover the Iran war's impact on oil, Social Security's looming collapse, and a five-year bet on bitcoin versus gold.===================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/===================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).===================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.===================0:00 - Intro0:50 - How high is inflation really right now?14:36 - AI, robotics, tariffs & deportations: deflationary or not?25:24 - Will the Iran war make inflation worse?33:40 - Could inflation hit double digits? (Trump vs. Biden blame)40:29 - Social Security's looming collapse50:14 - Does Peter Schiff own bitcoin?52:43 - Bitcoin vs. gold: the real performance numbers1:00:45 - The bitcoin vs. gold bet1:05:40 - The "Crazy Uncle Portfolio"1:10:02 - What's actually in Peter Schiff's portfolio?1:18:54 - Outro

New Zealand is bringing its inflation reporting into the modern era. People will be able to access the data monthly from July next year, as part of a major upgrade to the country's economic statistics. Stats NZ says the move provides a more current view of price changes across the economy, rather than it being reported every quarter. Statistics Minister Scott Simpson told Mike Hosking we're catching up with the rest of the world. He says New Zealand is an outlier in this space, and we might be the only country in the OECD that has yet to report monthly. LISTEN ABOVE See omnystudio.com/listener for privacy information.

In this episode we answer emails from The Nameless One, Jebenizer, and C.M. We discuss practice drawdown portfolios, an unusual deferred pension cash build-up situation and how to handle it, assets that benefit from inflation, and simple rules for contributions and rebalancing that reduce taxes and stress.  And we share an update about Frank's Mom.Links:Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterRose Vasquez Memorial:  Rose Vasquez Memorial Service July 15, 2026Bigger Pockets Money Podcast #1:  The Secret to a 5% Safe Withdrawal Rate | Frank VasquezBigger Pockets Money Test Risk Parity Style Portfolio:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)Afford Anything Podcast #618:  They Ran Out of Money. I Didn't. Here's Why.Afford Anything Risk Parity Portfolio Blueprint:  Afford Anything frank-vasquez-risk-parity-portfolio-BluePrint.pdf - Google DriveSlide Deck:  Afford Anything Episode 618 RPR Basics Slide Deck.pdf - Google DriveVideo Summary:  Afford Anything Episode 618 Video Summary.mp4 - Google DriveBreathless Unedited AI-Bot Summary:A retirement portfolio is one thing on paper and something else entirely when you have to live with it. We start with a quick personal update, then jump into listener emails that turn risk parity investing into hands-on decision-making you can actually copy and test. Along the way, we talk about the “Top of the T-shirt” charity campaign and why we keep the show sponsor-free, then pivot into the kind of practical portfolio questions that show up right before retirement.One listener builds a $10,000 drawdown portfolio as a practice run while still in the accumulation phase. The rules are clear: rebalance annually, withdraw 5% of the original amount every year, increase that withdrawal by CPI, and do not save it. We dig into why this simple experiment is so effective for building confidence with withdrawals, rebalancing discipline, and the real emotions that come with spending from an investment account. We also connect it to the Golden Ratio portfolio concept and how diversified asset allocation can support higher safe withdrawal rates.Another listener has a rare situation: a deferred pension option that forces pension payments into a tax-deferred account earning a flat 4%, creating a growing cash-like allocation with limited liquidity. We explain how to treat that cash as part of the total portfolio right now, how it can change your stock and bond mix, and what to do when the funds become available. We also tackle inflation hedging for retirement planning, including why Treasury bonds suffer in inflation, how value stocks like property and casualty insurers can help, and why managed futures can be a powerful inflation hedge.If you like clear rules, real portfolios, and honest trade-offs, subscribe, share the episode with a friend, and leave a review so more do-it-yourself investors can find us.Start with this DescriptionSupport the show

Has inflation finally peaked?The latest inflation report suggests prices are no longer rising at the pace we've seen over the last few years, and that's changing the conversation around interest rates. In this week's Brief, Kenny Simpson breaks down:The latest CPI and PPI reportsWhy economists believe inflation is coolingWhat this means for mortgage ratesWhy the Fed may shift away from rate hikesThe biggest risks that could push inflation higher againWhat buyers, homeowners, and investors should watch nextIf you're waiting for lower mortgage rates, understanding inflation is one of the most important pieces of the puzzle.

Las autoridades sanitarias de Estados Unidos investigan un brote de ciclosporiasis, una infección intestinal causada por el parásito Cyclospora cayetanensis. En México, la Secretaría de Salud confirmó tres casos. México y Estados Unidos iniciaron la primera revisión anual del T-MEC, un proceso clave para definir el futuro de la relación comercial entre ambos países.Tras la condena a cadena perpetua de Ismael "El Mayo" Zambada, el Gobierno de Estados Unidos aseguró que continuará intensificando su lucha contra los cárteles del narcotráfico.El presidente de Estados Unidos, Donald Trump, aseguró que el primer ministro de Israel, Benjamin Netanyahu, no será arrestado durante una posible visita al país. Esto luego de que el alcalde de Nueva York, Zohran Mamdani, planteara la posibilidad de ejecutar la orden de captura emitida por la CPI. Las intensas lluvias que afectan a Chile desde la semana pasada ya dejaron 10 personas fallecidas, al menos 16 heridas y cuatro desaparecidas.El Museo del Louvre anunció que este miércoles reabriría la galería de Apolo al público, pero sin exhibir las Joyas de la Corona. Y para cerrar con una buena noticia… Te contamos cómo la lucha contra un basurero por parte de la comunidad indígena náhuatl de Alpuyeca, en Morelos se convirtió en un proyecto educativo y comunitario. Para enterarte de más noticias, suscríbete aquí a nuestro newsletter y síguenos en redes sociales. Estamos en todas las plataformas como Te lo cuento. Hosted on Acast. See acast.com/privacy for more information.

On this edition of The Federalist Radio Hour, Vice President of Programs at the Conservative Partnership Institute and former Senate Legislative Director Rachel Bovard joins Federalist Senior Elections Correspondent Matt Kittle to discuss the path forward for the SAVE America Act and how Senate Republicans could take advantage of public support for voter ID. They also discuss the farm-worker amnesty bill supported by congressional Republicans, the Supreme Court's birthplace citizenship decision, and how conservatives need to improve their judicial vetting process. You can find Bovard's articles for The Federalist here. The Federalist Foundation is a nonprofit, and we depend entirely on our listeners and readers — not corporations. If you value fearless, independent journalism, please consider a tax-deductible gift today at TheFederalist.com/donate. Your support keeps us going.

In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And once again today, I am joined by Morgan Stanley's chief regional economists: Michael Gapen, the Chief U.S. Economist, Jens Eisenschmidt, our Chief Europe Economist, and on the other side of the world, Chetna Ahya, our Chief Asia Economist. Yesterday, we talked about what's supporting growth around the world, especially AI spending in the U.S. and some government spending in Europe, and Asia's role in making all of this happen. Today, we're going to try to dig deeper and go into policy. It's Tuesday, July 21st at 10 am in New York Jens Eisenschmidt: And 4pm in Frankfurt. Chetan Ahya: And 10pm in Hong Kong. Seth Carpenter: Since the last time we did this in mid-April, I will say the debate around central banks has probably become more complicated. Global growth has held up, probably better than many people expected. And inflation, which picked up a lot, started to recede. But it has not gone away. And some of the forces helping to shape the economy, the AI spending, government spending, that possible upswing in manufacturing, that could keep demand strong, and it might keep pushing inflation higher. So, the question today is, if growth remains resilient, how much room really do central banks have to navigate? Mike, let me start with you because your call for the Fed here in the U.S. is out of consensus, or at least at odds with where the market is pricing things. We talked about the demand going from AI. You pointed out that imports are actually limiting how much domestic demand there is. So, what is the underlying story for inflation in the U.S.? And what does it mean for the Fed? Michael Gapen: So, our view is that inflation will come down in the U.S. So, we think disinflation will be driven by some payback in energy prices. Some payback from tariffs, which have pushed up goods prices over the last year. And some further diminishment in housing-related inflation, namely shelter. So, we think on a broad-based perspective, inflation has already peaked and will start moving lower. And we think we've seen evidence of this in recent inflation prints. A risk to that, though, is from the demand side of the economy and AI-related inflation in two parts. One, higher software prices, chipflation. So, the pass-through of some of the AI pricing components. Fortunately, here, they're about less than 1 percent of the consumer basket. So, we don't think that there's a great risk, a strong risk, a high risk of AI-related inflation in the consumer bundle. I think the real risk is that maybe we underestimate broad-based demand, animal spirits. And so, you might just see a broad-based increase in inflation from stronger demand. That'll be a little bit harder to see in real times. But our expectation is that inflation moves lower to about 3 percent, by the end of this year and closer to 2.5 percent next year. Seth Carpenter: All right. Thanks, Mike. And in fact, the most recent inflation report that we just got confirms your perspective that inflation should be coming down. And so, I guess the question then remains: What would it take for the Fed to hike this year if inflation has come down like we've seen? Michael Gapen: Well, I think that the answer there is that inflation wouldn't come down in line with our expectations. So, if the view is that energy prices, tariffs, and shelter inflation should provide plenty of offset and bring inflation down, I think the answer is you don't get payback. Explicitly, core goods prices stay elevated. Maybe we get ongoing disruptions in the Middle East that push energy prices higher and create second-round effects. So, I think inflation just lingering at elevated levels could mean the Fed gets brought in to raise rates in September or later this year. We think if they're patient enough, they'll see enough disinflation to keep them on the sidelines. But the risk is disinflation forecast is too optimistic, inflation stays firm, the Fed needs to raise rates. Seth Carpenter: All right, Jens, what about for you and the ECB? They've already raised interest rates once this year. I think you've got a forecast for them raising interest rates again in September. What could make you wrong about that forecast? What's going to make you convinced that you're right about that forecast? And is there a similar tension that the ECB is wrestling with that Mike talked about for the Fed? Jens Eisenschmidt: Yeah. I mean, starting with the last part of your question, I think no doubt, very similar tension. Just that, of course, it's less obvious. It's essentially a nuanced European version instead of the loud American version that we always stereotypically think the world looks like. So, essentially, we have here clearly not an AI boom. That, I mean, there's no question. And we have discussed that yesterday. Still, there is certainly the notion that the world demand is not really weak, and some of this will also arrive in Europe. And so, you have that tension between maybe there's more resilience than we had thought, and so inflation will not come down through to slack as much. And so, we might actually add something here in terms of monetary restrictiveness. Now, the other thing that is often forgotten, even though it's blatantly obvious, the starting point is just different. The ECB is running neutral monetary policy by all accounts. I mean, you could say 2 percent is neutral, and now they are 2.25. But, you know, there are ranges of uncertainty around any estimate. And the latest that they published runs – goes from 1.75 to 2;2.5. So basically, even if they were to increase rates to 2.5 in September, you could go with the microphone around the governing council, and you would probably find a lot of people saying, "Well, this is still a neutral policy." That's probably not the case for the U.S. So, I guess this matters here for that debate too. Seth Carpenter: All right. Yesterday we talked about lots of different things, but for Europe, we brought up fiscal policy. How do you think about fiscal policy and how it affects monetary policy? And so, I'm thinking about two channels. One, how much does the ECB care that if they keep pushing up interest rates, they're going to increase the debt service burden for countries that are already facing high debt costs? And second, is fiscal policy going to be the extra impetus for inflation that forces even more rate hikes from the ECB? Jens Eisenschmidt: I guess it depends on who you ask. Certainly, more concerned members in the governing council that would point to exactly that fiscal stimulus as a reason why interest rates have to be increased further from here. The other answer I would give is – probably for now at least, the view on fiscal policy is really model-based. You look at what type of increase in interest rate gets you essentially more fiscal restraint because there's an increase in interest rate bill and so less spending somewhere else. And that gets you basically less stimulus or less growth, I mean, very roughly speaking. I don't think it's a major concern for now. We haven't reached yet interest rates where this would start to play a role. I guess, again, Europe being fragmented as it is, with all the political risk that's around the corner. Think about the elections in France and Italy and Spain next year. That will very likely find itself expressed in spreads. And so, the higher the interest rates are, the larger the spreads could become. Seth Carpenter: So, for each of you, there's clearly a role for inflation. One of the risks we'll talk about maybe is inflation expectations and how maybe there's a big shift in what's going on with inflation. But Chetan, that brings me to you and Asia, because one economy where there unquestionably has been a fundamental shift in inflation and inflation expectation over the past several years is Japan. The Bank of Japan is on this normalization path where they're raising interest rates. Interest rates had been negative and then zero, and now they're gradually raising things up. Inflation has come back to Japan. Markets are looking at what the Bank of Japan is likely to do. Can you tell us a little bit about what our view is for the Bank of Japan this year and next? And what might make them hike interest rates faster than we think? And is there any risk that in fact they hike interest rates slower than we think? Chetan Ahya: Yeah, Seth. So, we are expecting BoJ to hike twice from here. The first rate hike is coming up in December of this year, and then another one coming up in June of next year. And then we think that, you know, the underlying inflation trend in Japan is not really that strong. So, while market pricing is for about three more rate hikes instead of two that we are building in our base case. And some of the macro investors are even talking about four more rate hikes. We think the underlying inflation trend warrants a caution and BoJ to go slowly than what the market is pricing in and what the macro investors are saying in. And the key part of our framework on thinking about Japan's inflation is that bulk of the explanation to inflation rise in Japan lies in currency moves. And secondarily, you can look at also the other drivers are more from supply side, which is higher energy prices or food prices. Whereas it's not driven so much by demand. To elaborate further on why it is not driven by demand, when you look at Japan's consumption trend, and if you index it to hundred at pre-COVID levels in September [20]19 then it's currently about 101; i.e., that it's just about 1 percent up over the last seven years. So that's a very tepid trend of consumption demand. And therefore, we don't think that BoJ needs to rush into hike in a more aggressive pace going forward. Seth Carpenter: So, there is this fundamental shift, but boy, it's not on a tear, and so the BoJ can take its time. You know, Chetan, it's hard to wrap up a conversation about the global economy without talking about China. I get the sense that there's not a lot going on with monetary policy, but we did just see a soft Q2 GDP print. So, against that backdrop, what should we be expecting in terms of policy? Is there any monetary policy coming? Or is there going to be some fiscal expansion? Or is China just sort of stuck in this lower gear? Chetan Ahya: Yeah, Seth. So, we were also surprised by the soft GDP print. But when you look into the data, actually, it was interestingly doing well on exports. And I mentioned earlier about how the global CapEx trend is helping Asia. It's definitely helping China too. But at the same time, China's domestic demand turned out to be quite weak. And particularly in the areas where we think that the policy response can be providing some help, i.e., infrastructure spend, was also very weak. And therefore, we are expecting that in the back half of the year, you will see the government taking up some fiscal expansion. Not new stimulus announcement, but whatever they had budgeted. They have enough room within that to utilize that budget and actually increase that fiscal spending towards infrastructure. We have about 2 trillion RMB worth of funds available for the government to go ahead and spend in the second half. And then lift that growth trend, which has dipped to 4.3 percent in second quarter to back to 4.6 percent in the back half of the year. Seth Carpenter: You know what? Maybe that's a great place for us to leave it. We've gone around the world again today, but this time focusing much more on policy. In the U.S., the Fed is facing this interesting situation. We think inflation is coming down. The last CPI print went in our favor. And so as a result, our forecast is that the Fed doesn't change policy at all this year. But it's going to come down to the data, and in particular, whether or not Mike and his team are right in terms of where inflation is going. In Europe, the ECB has already raised interest rates once this year. Jens and team are looking for another interest rate hike. The ECB really does seem more sensitive to inflation coming from the energy shock, but there are lots of other crosscurrents that they're paying attention to as well. And then the other major developed market central bank, the Bank of Japan, is on this normalization path. They are in the process of raising interest rates, but Chetan pointed out to us that the growth rate is such that they don't have to be in any sort of hurry, and they can take their time. So, with that, Mike, Jens, Chetan, thank you so much for helping us connect all of these dots. And to the listeners, thank you for listening. If you enjoy the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or a colleague today.

Brian Szytel recaps a Tuesday market rebound led by momentum stocks and semiconductors, with the Dow up over 300 points, the S&P 500 up 0.9%, and the Nasdaq up 1.3%, while the 10-year yield rose to 4.63% and oil climbed to about $84 WTI and $91 Brent amid the Iran war, pressuring inflation expectations and rates. With no major economic data, he focuses on demand-pull inflation and the lagged relationship between money supply (M2) and CPI, noting M2 is up ~3.5% year-to-date and nearly 6% over 12 months, suggesting inflation could bias higher 12–18 months out despite a cooler June CPI. He discusses the Fed's inflation-fighting rhetoric, an estimated high chance of a rate hike before year-end, and potential headwinds to risk assets from tighter policy and balance-sheet shrinkage. He also explains that point moves typically refer to the Dow for public discussion, while deeper market analysis relies on the broader S&P 500. 00:00 Market Bounce Recap 01:02 Rates and Oil Move 01:37 Money Supply and CPI 03:05 Fed Hike Risk Ahead 04:52 Dow vs S&P Explained 06:41 Wrap Up and Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Confira os destaques de Os Pingos nos Is desta segunda-feira (20):O apresentador André Marsiglia fez um forte alerta sobre a entrada em vigor de dois decretos do governo federal. As medidas dão poder à Agência Nacional de Proteção de Dados (ANPD), vinculada ao Ministério da Justiça, para fiscalizar e punir redes sociais. Marsiglia destacou o risco dessa estrutura atuar durante o processo eleitoral, comparando a situação a um time de futebol que passa a controlar o próprio árbitro da partida. Entraram em vigor nesta segunda-feira (20) os dois novos decretos assinados pelo governo federal que reestruturam a regulação e fiscalização das redes sociais no Brasil. As medidas concedem competências à Agência Nacional de Proteção de Dados (ANPD), vinculada ao Ministério da Justiça, para aplicar sanções e exigir a remoção de conteúdos e anúncios considerados ilícitos ou fraudulentos. O senador e pré-candidato à Presidência Flávio Bolsonaro publicou um vídeo nas redes sociais onde realiza compras de mercado e compara o valor das mercadorias durante a gestão do seu pai, Jair Bolsonaro, com os preços praticados no governo Lula. Ao final da apuração, o senador afirmou que a conta "ficou salgada" e declarou que o poder de compra dos brasileiros sofreu um forte impacto. Durante evento do PL em Vitória, o senador e pré-candidato Flávio Bolsonaro fez duras acusações contra o ministro Alexandre de Moraes, afirmando que o magistrado pratica advocacia administrativa e atacando a atuação profissional de sua esposa. A declaração ocorreu logo após Moraes ampliar as restrições ao ex-presidente Jair Bolsonaro, proibindo contatos políticos e manifestos até o fim do pleito de 2026, além de manter a suspensão de visitas de Flávio por 90 dias. A especulação criada por Romeu Zema sobre ter Michelle Bolsonaro como sua candidata a vice na disputa presidencial provocou forte reação na cúpula do PL e gerou mal-estar com aliados de Jair Bolsonaro. Embora a ex-primeira-dama tenha descartado a hipótese, o episódio expôs o peso do seu nome no jogo político. Levantamento publicado pelo Poder360 aponta que o Supremo Tribunal Federal atingiu recorde histórico de decisões sobre "omissões inconstitucionais", acumulando 109 análises desse tipo nos últimos anos. A atuação da Corte, que passa a legiferar e decidir ativamente quando entende que o Executivo e o Legislativo não regulam determinados temas, acentuou o clima de conturbação e a crise institucional entre os Poderes. O procurador-geral da República, Paulo Gonet, decidiu enviar para a Procuradoria Regional Eleitoral em Sergipe todo o dossiê da representação feita pelo ministro do STF Gilmar Mendes contra o senador Alessandro Vieira (MDB-SE). A medida ocorre após Vieira pedir o indiciamento de ministros do STF e do próprio PGR no relatório da CPI do Crime Organizado. O ministro André Mendonça, do Supremo Tribunal Federal (STF), barrou a transferência e venda de um terreno avaliado em R$ 15 milhões pertencente ao senador Jaques Wagner (PT-BA). A medida faz parte das restrições determinadas no âmbito da Operação Compliance Zero, que investiga supostas irregularidades e esquemas de propina envolvendo o Banco Master. Os 21 partidos políticos com representação no Congresso Nacional responderam à intimação do ministro do STF, Flávio Dino, e defenderam que a indicação e distribuição de emendas parlamentares seja uma prerrogativa exclusiva de deputados e senadores no exercício do mandato. O ditador da Nicarágua, Daniel Ortega, descartou publicamente a realização de novas eleições no país, declarando o fim da alternância política de poder. O editor de internacional da Jovem Pan, Fabrizio Neitzke, trouxe os detalhes e os objetivos por trás de mais esse passo autoritário do regime sandinista na América Central. Você confere essas e outras notícias em Os Pingos nos Is.

O procurador-geral Paulo Gonet negou o arquivamento e encaminhou à Procuradoria Regional Eleitoral de Sergipe a representação de Gilmar Mendes contra o senador Alessandro Vieira, o que pode levá-lo à inelegibilidade.Em jogo: o pedido de indiciamento de Gilmar feito por Vieira como relator da CPI do Crime Organizado.Wilson Lima e Ricardo Kertzman analisam a proximidade entre Gonet e Gilmar, o ataque ao livre exercício parlamentar e o risco de um candidato ser eleito e depois cassado.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 no nosso canal do Youtube.  https://www.youtube.com/@OAntagonista  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  Inscreva-se no canal, ative as notificações e deixe sua opinião nos comentários!  Leia mais em www.oantagonista.com.br | www.crusoe.com.br #pgr #justicaeleitoral #alessandrovieira #politica #brasil #noticias #urgente #bastidores #eleicoes #governo #oposicao #podcast #analise #opiniao #viral #youtube #politicabrasileira #jornalismo #stf #mídia

Warsh admitted monetary policy caused inflation. Bessent thinks silver certificates still redeem at Fort Knox. And import prices are up 7.1%.This is episode is sponsored by Function. Join at https://functionhealth.com/peter and use code PETER25 for a $25 credit.This episode is also sponsored by Pebl. Go to https://hipebl.ai to get a free estimate.Treasury Secretary Scott Bessent told Fox viewers that old silver and gold certificates can still be redeemed at Fort Knox. Gold certificates were repudiated in 1933 and silver certificates in 1968. Peter Schiff argues that if the man who signs the currency does not know basic monetary history, there is no reason to trust his assurance that the gold in Fort Knox is all there.Markets confirmed the AI bubble is deflating. SpaceX fell 13.25% on the week to close below $124, under its $135 IPO price, and anyone who bought the post-IPO high near $225 is down 45%. Only about 5% of the company trades today, but lockups expire through year end and take the float to roughly 40%, an eightfold increase in supply. Gold closed at $4,017 and silver at $55.83, which Schiff calls a head fake created by the false narrative that war is bad for gold.The honest inflation numbers tell a different story than the CPI: import prices are up 7.1% year over year and export prices are up 10.2%, against a reported 3.5%. Kevin Warsh admitted in Senate testimony that monetary policy caused the inflation, then offered a plan that amounts to talking about it while the Fed's balance sheet grew another $7.4 billion. Schiff also covers Trump selling paid early access to market-moving posts and explosive new FOIA emails showing Euro Pacific Bank was shut down for publicity, with the Australian Tax Office driving the operation to protect a journalist facing his defamation suit.Chapters:00:00 Trump Posts Paywall01:23 Market Week Wrap07:42 Gold Silver War09:52 Inflation Data Reality23:30 Warsh Hearing Grifts37:59 AI Jobs and Progress40:22 Trump Post and Fox Fallout44:05 FOIA Trail and Censorship Claims50:31 Nine Fraud Bank Shutdown Emails57:07 Operation Atlantis PR ExposedFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #FortKnox #InflationOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

The stock market is moving fast, AI stocks are swinging hard, inflation data is shifting, and the gap between Wall Street and Main Street is getting wider. In this video, I'm breaking down the S&P 500, CPI inflation, tech stocks, the Magnificent 7, semiconductor volatility, the K-shaped economy, AI investment, and why staying in the market may be one of the only ways everyday people can fight back financially.AI Stocks Are Volatile—But The Real Money Is MovingJoin our Exclusive Patreon!!! Creating Financial Empowerment for those who've never had it.

Group Chat News is back with the hottest stories of the week. The guys wrap the World Cup and get into the stories everyone's talking about — Kai Cenat's Streamer University getting a million applications, the betting markets that now let you wager on everything from flight delays to presidential speeches, Delta stripping down business class, and the sinkhole that swallowed one of LA's busiest streets. This week's Group Chat covers: World Cup wrap — Spain vs Argentina, corporate ticket takeovers, and why game times were a miss A 100-year-old water main breaks and opens a sinkhole on Sunset Blvd, shutting down the heart of West Hollywood Fanatics Fest takes over NYC — the $90 million spend and the new all-in-one sports app projected to do $14 billion Why American sports franchises are the new safe asset class — "I'd rather own a football team than US Treasuries" The collectibles boom, GameStop's bid for eBay, and cards as the new art market Betting on everything — Polymarket, flight delay markets, and the Trump teleprompter scandal The Bryce Harper, FanDuel and Cameo controversy explained Delta launches Basic Business — business class up to $1,000 cheaper, but no lounge, no food, no perks IShowSpeed becomes the face of the World Cup and the biggest content creator on Earth Kai Cenat's Streamer University — one million applications, 120 spots, and why kids want it more than Harvard Inflation finally cools — CPI and PPI come down, and Marc Andreessen joins the new Fed task force The Ozempic economy — grocery sales fall, snacking declines, and the lightening of America And much more! Drop us a 5-star rating and a review if you're rocking with the show.

The financial health of the American consumer is top of mind these days, and no one better to discuss it with than Emmaline Aliff of Equifax and our own consumer maven, Mike Brisson, join the podcast to dig into the evidence. While the consumer sector as a whole remains resilient, the story differs dramatically across the thrivers, the strivers, and the survivors. We also unpack a week full of inflation data with Matt Colyar, who helps us sort through the numbers and their implications for the economic outlook. Guest: Emmaline Aliff, Advisory Leader, Equifax Hosts: 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 Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@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.

On Tuesday's Mark Levin Show, the ​infiltration ​of ​America ​by ​Islamists ​and ​jihadis ​is ​really ​in ​full ​force, and no one seems to be doing anything about it. Michigan Democratic Senate candidate Abdul El-Sayed's father-in-law, Jukaku Tayeb, is a top donor to his super PAC and a longtime leader on ISNA's founding committee and CAIR Michigan president—both groups are co-conspirators in the Holy Land Foundation terror-financing trial that funneled millions to Hamas, tied to the Muslim Brotherhood mothership responsible for groups like Al Qaeda, ISIS, and Hamas, and funded by Qatar and Turkey. Why do Democrats tolerate these ties? Later, Jack Smith is a loathsome rogue prosecutor who abused his office by covertly reading text messages from 44 lawmakers and Trump administration officials between October 2020 and December 2021. This contradicted Smith's sworn congressional testimony in December denying he accessed such message contents. Republican Senators need to pursue criminal charges and a DOJ Public Integrity investigation with evidence of the false testimony. Also, consumer prices fell sharply in June, with the CPI dropping 0.4% from May—the largest decline since 2020—thanks to relief at the gas pump and broad disinflation, far exceeding economists' forecast. This strong report is attributed to Trump administration fiscal policy rather than the Fed. While media coverage is muted despite the economy's top voter priority, costs are steady or declining nationally, though high prices persist in Democrat-led blue states due to their high taxes and policies. Afterward, Lindsey Graham was a remarkable statesman, principled leader, and humanitarian who stood out among senators for his character, humor, and unwavering defense of U.S. allies and oppressed peoples. Graham was no warmonger. He supported Israel, Ukraine, Taiwan, and the Persian people against tyrants and aggressors. He will be deeply missed. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In 1914 the Fed ran on 40 people and no computers. Today it takes 23,000. Fire them all and let AI do it... it can't do any worse.Tonight's episode is sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmThis episode is also sponsored by Ethos. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/gold. Application times may vary. Rates may vary.Kevin Warsh delivered his first congressional testimony as Fed Chair, and Peter Schiff breaks down a hearing where everyone discussed inflation while misdefining the term and ignoring their own role in causing it. June CPI came in at -0.4% versus the expected -0.1%, dropping year-over-year inflation to 3.5% — but the entire decline came from a temporary oil price drop that is already reversing as the Iran war reignites and oil climbs back 20% in July. Bond yields tell the real story: the 30-year is back near 5.1% and the 10-year near 4.6%, erasing nearly the entire post-CPI rally.Schiff's biggest revelation from the hearing: the Fed employs 23,000 people to do a job that required just 40 when it opened in 1914 — with no computers — and argues the entire institution could be replaced by a single AI or abolished outright. He dismantles Warsh's claim of "regime change" at the Fed as being as fake as regime change in Iran, exposes the redefinition of "price stability" to mean prices that rise just slowly enough that people stop complaining, and shows how the 2% target was always a lie invented to justify inflation. He covers Warsh admitting inflation is a tax while planning to keep levying it, the court throwing out Trump's self-negotiated IRS settlement that granted his family immunity, and the AI CapEx bubble turning tech's biggest cash generators into massive borrowers that will break the bond market.Chapters:00:00 AI Spending Arms Race01:08 Markets Brace for CPI06:07 CPI Surprise and Gold Whipsaw07:34 Oil Driven Inflation Mirage11:40 What Inflation Really Means14:11 Congress and Fed Share Blame17:58 Fed Headcount Shock22:32 Two Percent Target Myth27:05 Regime Change and Price Stability33:40 Day One Recap Continues34:09 Grow My X Account35:13 Congress Inflation Theater36:06 Trump Grift Claims37:30 IRS Settlement Outrage39:51 Rates Versus Balance Sheet41:08 Who Wins Low Rates43:46 Fed And Black Workers49:09 AI Bubble Warning51:15 Hyperscalers Debt Spiral55:38 Bond Market Breaking Point58:16 Strategy Stock Dilution01:00:30 Bitcoin Levels And Regrets01:01:30 Subscribe And Sign OffFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiff#PeterSchiffShow #FederalReserve #AIBubbleOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

What's up, everybody? It's Tom Bilyeu here:If you want my help...STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20showSCALING a business: see if you qualify here.: https://tombilyeu.com/callGet my battle-tested strategies and insights delivered weekly to your inbox: sign up here.:https://tombilyeu.com/**********************************************************************If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.**********************************************************************FOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuStraight Arrow News: Go to san.com/tombilyeu to get the unbiased truth on the stories that matter, only on the Straight Arrow app. Let's exit the echo chamber.Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.ATT Business: Switch to AT&T Business at business.att.comShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPaleovalley: 30 for $36 https://bit.ly/PaleovalleyITNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryWelcome to The Tom Bilyeu Show Live. In today's episode, Tom, Drew, and Ryan break down a packed news cycle starting with the biggest CPI inflation drop since Covid and why it may signal a deep economic sickness rather than a recovery. Tom walks through the mechanism behind the drop, the collapse in labor force participation, and what China's refusal to buy oil despite falling prices reveals about a hidden downturn tied to its $18 trillion housing crisis. The conversation connects the global energy picture directly to the Iran war, where Trump has now formally notified Congress that the US is at war, restarting a 60-day clock and shifting toward a doctrine of disproportionate response. The team explores how a softening economy could hand Trump a political win heading into the midterms, and what China's distraction could mean for Taiwan.From there the episode moves into election integrity and immigration, including a Senate seat filled without an election, the bundling of voter ID with a US-Israel military bill, and a heated three-way debate on incentive structures, ballot harvesting, and the populist moment. The crew digs into ICE temporarily suspending most vehicle stops after multiple fatal shootings, including the death of a Colombian man with a work permit who wasn't the target, and what humane, rule-of-law policing should actually look like. The group then has an extended debate on fully AI-generated political ads, network TV, satire, and whether the answer is regulation or a technological trust system. Finally, Japan reclassifies crypto as a financial instrument, banning insider trading and opening the door to spot crypto ETFs, alongside quick hits on Circle's national trust charter, an AI companion from the makers of Genshin Impact, a SpaceX-founded manufacturing startup, and an Indian company breaking China's grip on rare earth magnets.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#889: Welcome Ray and Kyle! Today, the guys break down a flurry of bank earnings yesterday, including a record-setting quarter from JPMorgan. Next up, what Fed Chair Kevin Warsh said about inflation in congress and what the latest CPI data says. Then, New York temporarily bans data centers and the most expensive dinosaur fossil ever sold. Finally the headlines you need to know heading into hump day.  Get 10% off using MORNINGBREW10 at https://altrarunning.com/morningbrew Get tickets for our trivia tournament! https://caveat.nyc/events/the-morning-brew-trivia-tournament-2026-07-30  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

June CPI data just delivered the biggest monthly drop since 2020, signaling that aggressive Federal Reserve interest rate hikes may be permanently off the table. With inflation cooling down due to retracting energy prices, the stock market is showing heavy resilience despite lingering geopolitical tensions and an ongoing affordability crisis across the United States.We also dive into the exploding space economy with our long-term bullish outlook on SpaceX stock following recent pullbacks, alongside the rising risks in private credit defaults. Finally, we cover upcoming legislative catalysts for the crypto market, real-world asset tokenization, and the crucial difference between a surging stock market and everyday economic realities.KEY TOPICS DISCUSSEDJune CPI inflation data and energy price impactsSpaceX stock outlook and private space sector growthRising private credit defaults and high-yield debt risksUpcoming Q2 corporate earnings from major financial banksThe massive disconnect between stock market highs and everyday affordabilityNew cryptocurrency legislation and real-world asset tokenizationThe economic impact of AI data center capital expendituresKEY TAKEAWAYSThe economy is not the stock market. You can have a highly profitable stock market while everyday consumers face severe affordability crunches in housing, food, and energy.Cooling inflation and dropping CPI numbers are currently heavily tied to lower oil prices, removing the immediate threat of Federal Reserve rate hikes.Record highs in private credit defaults signal that investors should be cautious of chasing high-yield debt without proper collateral and structuring.SpaceX represents a massive long-term opportunity as it consolidates capital and innovates in global satellite internet, robotics, and aerospace.Building long-term wealth requires consistent, disciplined investing—even an automated $350 a month can compound into significant capital over time.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Dan Nathan and Guy Adami host Ben Emons of FedWatch Advisors to discuss shifting Fed communication under Kevin Warsh, including a push away from strong forward guidance like recent comments from Waller. Emons distinguishes disinflation from deflation, noting a negative month-to-month CPI driven by energy declines but warning energy has already rebounded, making expectations volatile. He highlights “funflation” in categories like recreation and food away from home alongside broad underlying price pressures. The group debates whether AI is inflationary, with Emons pointing to supply-constrained memory prices and AI-related investment as drivers, and discusses IBM's sharp drop after clients shifted CapEx toward servers, storage, and memory. They also cover Middle East Strait closures adding an oil war premium, positioning risks across crude, rates, and equities, yen weakness and potential BOJ action, and heightened volatility and leverage in a “Parabolic Seven” chip/memory cohort that could trigger broader market rotation and tightening financial conditions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

John Carney from Breitbart joins Grace to discuss the newest CPI numbers. Then, the Daily Wire's Jennie Taer joins the show to discuss her exclusive story on ICE and provide an update on the investigation into the shooting that happened yesterday in Biddeford, Maine.  Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.