Podcasts about cpi

Peter Grosskopf — former CEO of Sprott and co-founder of Argo — joins Scarce Assets to unpack why gold has been the runaway winner of 2025 and what that says about debt, inflation, and the end of “risk-free” bonds.Argo // SCP Resource FinanceConnect with Onramp // Onramp Institutional // ⁠Jackson Mikalic on X⁠WHAT WE COVER:- How gold became 2025's top-performing major asset while “nothing was really wrong”- Central bank de-dollarization: SWIFT sanctions, exploding US deficits, and reserve rebalancing- Why gold is quietly replacing Treasuries as the global “safe asset”- The debasement trade: protecting purchasing power when CPI underreports reality- Peter's personal allocation: ~50% in gold, silver, Argo balances, and miners- Liquidity, QT's end, and why the Fed's balance sheet likely has to grow again- Inside Argo: 24/7 direct-to-vault gold, outside the financial system, at ETF-beating costs- Tokenized gold (Tether, Pax) and why custody, vaults, and bankruptcy remoteness matterKEY INSIGHTS:- Gold's 2025 move isn't about a single crisis — it's decades of debasement risk finally being priced in- Central banks aren't just “adding diversification”; they're hedging both sanctions and US fiscal decay- For Peter, gold is no longer a hedge against dollars — it's the base unit of savings- Official inflation at 2–3% doesn't match lived experience; the real erosion feels closer to 5–7% with violent spikes- Treasuries are losing their status as the default safe haven; gold is stepping into that role- Bitcoin is still digesting leverage and maturing from a speculative tech trade into a long-horizon macro asset- Direct-to-vault and tokenized gold will sit at the core of the next monetary plumbing stackPETER'S THESIS: “Gold isn't just a crisis hedge anymore. It's the base case. The real experiment is trying to run this level of debt on fiat and calling it ‘risk-free.'”WHO IS PETER GROSSKOPF?- Co-Founder — Argo, a digital platform for direct-to-vault physical gold- Former CEO — Sprott (2010–2022), leading one of the world's premier precious metals firms- Managing Partner — SCP Resource Finance, focused on mining and real asset finance- 35+ Years in Financial Services — spanning trading, asset management, and capital markets- Lifelong precious metals investor now bridging vaulted gold with modern digital railsCHAPTERS:00:00 - Gold's Shock 2025 Rally & Peter's Background07:25 - Why Central Banks Are Rebuilding Gold Reserves14:20 - From 60/40 to Gold: Institutional Reallocation20:06 - Gold as the New “Safe Asset” Replacing Treasuries29:45 - Bitcoin vs Gold in 2025: Cycles, Leverage & Liquidity41:48 - Inside Argo: Direct-to-Vault Gold in the Digital Era50:04 - Tokenized Gold vs Direct Vault Ownership & Custody Risks54:40 - Key Takeaways, Where to Learn More & OutroScarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

European bourses are broadly firmer, alongside modest strength across US equity futures; Marvell (+10%) benefits following its upbeat outlook for data-centre growth.DXY is softer and towards the round 99.00 mark as Trump referred to Hassett as the "potential" next Fed Chair, GBP top G10 performer, whilst CHF was briefly pressured post-CPI.Fixed benchmarks firmer but off highs as crude climbs. US yields steeper on Trump's Fed commentary.Crude grinds higher as traders digest the lack of progress from the Putin-Witkoff meeting; XAU trades rangebound; Copper extends to new ATHs.Looking ahead, US Services/Composite PMI Final (Nov), US ISM Services PMI (Nov), ADP National Employment (Nov), Import Prices (Sep), Industrial Production (Sep), NBP Policy Announcement, Speakers including BoE's Mann, ECB's Lagarde, Earnings from Salesforce, Snowflake, Dollar Tree.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode, we're joined again by Jim Paulsen to break down the key themes shaping markets and the economy heading into 2026. Jim explains why policymakers may be fighting the wrong battle, why real sustainable growth has quietly collapsed over the past 20 years, and how shifts in policy, demographics, productivity, inflation, and investor psychology all tie together. We also walk through Jim's latest charts from Paulsen Perspectives and explore what they mean for stocks, sectors, interest rates, the dollar, and leadership in the year ahead.Topics covered in this episode:• The state of inflation and why CPI and PPI may be sending a very different message• The 20-year collapse in real sustainable GDP growth• Why job creation, labor force growth, and productivity have all structurally weakened• The rise in unemployment duration and what it signals about lost “animal spirits”• How demographics, immigration policy, and cultural shifts are shaping growth• Productivity puzzles: innovation vs. distraction in a tech-driven economy• Why the real economic risk may be deflation, not inflation• How monetary policy, the yield curve, the dollar, and fiscal policy have remained contractionary• Tariffs as a hidden tax and their real impact on inflation• How an easing cycle could reshape market leadership in 2026• Jim's Total Policy Stimulus Index and what it reveals about small caps, cyclicals, value, and foreign stocks• The difference between today's tech cycle and the dot-com bubble• What a broadening market might look like if policy finally turns supportive• How international equities could respond to a weaker dollar• Why tech may underperform without collapsing• Jim's expectations for S&P 500 returns in 2026 and the potential for a more balanced leadership environmentTimestamps:00:00 Market setup and inflation overview02:00 Reviewing recent corrections and sector broadening04:00 Bond yields, easing expectations, and fear-based asset leadership06:00 Tech's relative performance beginning to fade07:00 GDP growth collapse over two decades09:00 Structural slowdown in job creation10:30 Labor force growth and aging demographics12:00 The doubling of unemployment duration14:00 Population trends, immigration, and slowing productivity17:00 The rise of de-risking and falling monetary velocity19:00 Trade deficits, globalization, and policy contraction22:00 Why inflation risk may be overstated26:00 CPI/PPI data versus the inflation narrative29:00 Money supply, real rates, and the longest yield curve inversion31:00 The strong dollar as a contractionary force34:00 International stock performance and currency impact35:00 Tax burden relative to slower growth37:00 Tariffs as taxes and their real economic effect39:00 What would it take to restore growth and optimism?42:00 The Total Policy Stimulus Index explained47:00 Policy's impact on equal-weight, small caps, cyclicals, and value52:00 How foreign stocks respond to policy and the dollar54:00 Tech valuations today vs. the dot-com era55:00 Fed response differences between now and 200057:00 Why today's tech cycle is structurally different59:00 What 2026 might look like for the S&P 50001:01:00 Why price targets are inherently unreliable01:01:45 Closing thoughts and sign-off

Senado aprueba lista de 10 aspirantes para la FGR“Plan Campeche” entrega ordeñadoras y construye planta pasteurizadora Venezuela denuncia ante la CPI “despliegue militar inédito” de EUMás información en nuestro Podcast

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, take a fast-paced look at global markets. In the US, manufacturing slows as tariffs bite, while AI and data centre spending surge. Back home, Australia's first full monthly CPI eliminates hopes of a pre-Christmas rate cut, even as Q3 growth and capacity constraints keep pressure on. Nick unpacks a record capex jump, plant and equipment lead the charge, data centre hardware up 92% QoQ fueling productivity but driving imports. Markets cool after a risk-on run, crypto retreats, and competition heats up in banking. The duo also weigh the Fed chair race and a divided FOMC, before hinting at Stanford Brown's 2026 outlook: cautiously optimistic, focused on inflation, productivity, and the evolving AI story.    Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Governador do Rio de Janeiro fala à CPI do Crime Organizado na próxima quarta-feira (3). Projeto acaba com uso restritivo de banheiros em aviões. 

La presidenta de la CPI denuncia las sanciones de Estados Unidos a sus jueces junto a “terroristas y narcotraficante”. La OMS avala el uso de terapias GLP-1 contra la obesidad. Expertas de la ONU critican la eliminación del Ministerio de la Mujer en Ecuador.Aumenta el número de víctimas de minas antipersona 

What you'll learn in this episode:● The real reason clients push back and it's not what you think● How to navigate emotional conversations with ease using the CPI model● The psychology behind resistance and how to transform it into agreement● A behind-the-scenes look at launching high-converting sales campaigns● How to use A/B testing with text messaging scripts to improve response rates● The “duck and tickle” method for defusing tough conversations To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

Cette semaine, on a tout eu : un marché qui tourne la veste plus vite qu'un politicien en campagne, une FED qui souffle le chaud, le froid et le conditionnel, des rumeurs de paix qui réveillent la construction, et Google qui redevient le boss final de l'IA pendant que tout le monde enterre OpenAI. On fait le point sur :

September's economic data is finally out—despite government shutdown delays—and it offers a mixed but important look at inflation, spending, and what's coming next for interest rates. In this episode, Kathy breaks down the latest Producer Price Index showing cooling core wholesale inflation, rising energy costs, and how retail sales held up in September. She also explains what the delayed CPI and PPI reports mean for market volatility, Fed decisions, and real estate investors heading into year-end. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Source:  https://www.cnbc.com/2025/11/25/core-wholesale-prices-rose-less-than-expected-in-september-retail-sales-gain.html 

Send us a textIn this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry's latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conversation becomes a real-time teach-in on depreciation, useful life estimates, GAAP vs. tax depreciation, and how a small shift in an accounting estimate can meaningfully inflate EPS—especially for mega-cap tech stocks that trade heavily on P/E multiples. Kristen walks through exactly how depreciation affects valuation, and why some metrics (like EBITDA) and methodologies (like the DCF) are untouched by the choice of useful life. The big question the duo wrestle with: is Burry identifying a real risk, or is this a nothingburger amplified by market paranoia? From there, Jen shifts to the fixed income landscape ahead of the December Fed meeting—one the central bank must navigate without key data (payrolls and CPI) that won't arrive until after the rate decision. She breaks down how Powell is managing optionality near the end of his term, how the market is pricing a December cut, and what a likely dovish successor (Kevin Hassett) could mean for rates in 2026. They also dig into credit markets: years of high coupons have fueled relentless reinvestment demand, but an uptick in issuance—especially from AI-heavy hyperscalers—may finally rebalance supply and demand. The duo look abroad as well, analyzing the UK's newly announced national property tax and what it signals about global fiscal stress.The episode wraps with big updates from The Wall Street Skinny: the long-awaited launch of their Financial Modeling Course, the continued fixed income course presale, and new January 2026 office hours, plus the return date for HBO's Industry (January 11!). To get 25% off all our self paced courses, use code BLACKFRIDAY25 at checkout!Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Call of Duty's worst launch in a decade collides with the rise of extraction shooters, and the balance of power inside the genre shifts. We dig into why Black Ops 7 cratered, how Battlefield 6 stole the spotlight, and why Arc Raiders is suddenly the most important new IP in shooters. Chris Sides and Feras return to map the fault lines, spar over SPMM, and weigh whether Tarkov's disastrous Steam debut marks the ceiling for the genre's original heavyweight.We discuss:Black Ops 7's collapse and why marketing, futurism, and CPI pressure all convergedBattlefield 6's surge, the RedSec flop, and why innovation is still missing in BR designThe extraction boom: Arc Raiders as the “PUBG moment” and its long-term retention risksPvE as the emerging driver of mainstream extraction demandSkill-based matchmaking as an economic problem, not a matchmaking oneTarkov's failed 1.0 launch and what its country-mix reveals about stagnant reachWhether Embark should kill The Finals and move every resource into Arc Raiders

In this episode of Real Money Talks, we sit down with August Biniaz to unpack the reality of real estate investing across borders. August shares how Canadian investors can access U.S. multifamily opportunities, why certain markets outperform, and what smart real estate investing looks like when interest rates are high and economic cycles shift.We break down deal criteria, debt strategy, syndications, and the complex structure required to keep cross-border investing compliant on both sides of the border, what investors often overlook, and how to position yourself for long-term gains in 2025 and beyond.Thank you for tuning in. Remember, you don't have to navigate your wealth journey alone. Every week I'm here with conversations to guide you, challenge you, and help you grow. Subscribe, stay connected, and join me next Friday for another episode of Real Money Talks.Loral's Takeaways:August's Background and Transition to US Investments (02:12)Challenges and Strategies in Cross-Border Investing (07:30)Market Focus and Investment Criteria (09:31)Management Team and Future Goals (14:18)Conclusion and Contact Information (22:23)Meet August Biniaz

Beyond moves happening on the stock front, Michael Green offers his perspective on the FOMC and potential rate cuts in December and beyond. When it comes to measuring inflation, he says the CPI has problems that don't paint the whole story for investors. Michael later explains the "valley of death" he sees plaguing consumers. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

It was a week full of surprises in Australia. The inaugural monthly CPI data came in stronger than expected for October. Business investment and construction work done blew away forecasts and suggest Q3 GDP will be strong. Trent Saunders and Belinda Allen unpack the data and contemplate what this means for the RBA.   Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.   Usage of Artificial Intelligence  To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 

Black Friday 2025 przestaje działać: promocje są rozmyte, logistyka pęka, a handel coraz częściej wychodzi z tego dnia na minus. O 10:00 poznamy wstępny odczyt inflacji CPI za listopad — kluczowy dla decyzji RPP. Tymczasem XTB apeluje do prezydenta o podpisanie ustawy o krypto, bo Polska ma 11 miesięcy opóźnienia we wdrożeniu MiCA.

West Game 2 is the first real King Shot clone built by a Chinese 4X team acquired by Tripledot, layered on top of Frozen City / Whiteout Survival onboarding, and wrapped in Western cowboy aesthetics.In this breakdown, we dive into:• Full onboarding → Lucky Luke opener → King Shot 1:1 copy• Frozen City mechanics, chapter quests, invasion timers• Why 4X innovation happens only in onboarding, not the core• Webshops & D2C: now up to 50% of revenue for some studios• The creative madness: Red Dead cinematics, Idle Lumber, Goblins, Save the Dog, Lens of Jail, ASMR mining, drama Playrix, Sims life-sims, TikTok memes• Why running 1000 creatives in 30 days is “normal” now• And how they cloned King Shot's onboarding in under 7 monthsKey takeawayWest Game 2 is proof: onboarding = everything. Whoever controls the first 10 minutes controls CPI… and 4X revenue.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Why West Game 2 Matters: The First Real King Shot Clone04:20 — Onboarding Breakdown: Lucky Luke → King Shot → Frozen City Mix10:45 — The Chinese Production Engine: 1000 Creatives in 30 Days18:00 — Creative Chaos: Red Dead Cinematics, Goblins, Idle ASMR & More23:30 — The New 4X Meta: Onboarding beats Gameplay + Webshops Rising---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the global economy has one month to go to bolster its 2025 economic performance, all down to retail sales now.First, of course, the US is now in its Thanksgiving holiday weekend, the start of their big retail period until Christmas. A lot rides on the consumer spending activity in this period. It is an impulse with global impact. But the lead-in has not been helpful about giving clues on how it will turn out.Meanwhile, Canadian average weekly earnings came in stronger than expected, up +3.1% in September from a year ago and a touch higher than the August +2.7% rise on the same basis. It was a broad-based rise. It is not a bad result for them given their CPI rise was +2.4% in September, and fell to +2.2% in October, so their earnings are recording real gains.The 'Buy Canadian' movement will be getting the ultimate test this weekend during the 'Black Friday' sales period.In China, industrial profits dropped -5.5% in October from a year ago, taking the top off the +22% jump in September. and the +13% rise in August, and being the first slowdown in growth in three months. A quarter of all companies are now posting losses, a record high. The cost of debt is also a reason some are noting that profits are under pressure. And that may loom larger, because Beijing as told their SOE banks to lend more to other SOEs to prop up consumption demand.We can also see office rents in major cities falling, vacancy rates rising, as pain spreads in the commercial property sector. Vanke is wobbling more now. And separately, despite high sales and rapid growth, Chinese car manufacturers are suffering record low margins. Their industry is very vulnerable to a demand slowdown.In Taiwan, consumer sentiment edged up in October from September, but it is still quite low and far lower than year-ago levels. They haven't got back anywhere near the level they started the year with. Relentless mainland pressure to 'unify' and kill their independence isn't helping.The Bank of Korea held its base policy rate at 2.5% at today's meeting, the final policy session of the year. It did this despite concerns over the broader Korean economic outlook, including a persistent property market slump and a volatile currency.In Malaysia, producer prices were little-changed in October, essentially ending the deflation they had in the prior seven months.In the EU, overall economic sentiment held as did consumer inflation expectations. They are modest and back to pre-pandemic levels in a stable mode and putting behind them the rather strong deflationary expectations over the past two years. That sanguine view was reinforced by the release overnight of the ECB meeting minutes. They seem happy with where they are at and no rate changes seem imminent.In Australia, prudential regulator APRA has said it will limit high debt-to-income home loans to constrain riskier lending that is starting to show up in that market. Some of it has been induced by the Canberra government's taxpayer-subsidised 5% deposit guarantee scheme.And staying in Australia, new private capital spending is rising and more quickly than expected. The rise was largely driven by non-mining industries, which recorded a +13.0% jump, while spending on mining equipment and machinery grew just +4.5%.Global container freight rates dipped -2% last week to be -47% lower than year-ago levels. Outbound China rates are a touch weaker while trans-Atlantic rates a touch stronger. However, bulk freight rates have risen +6.0% over the past week and are now sitting a touch over +50% higher than year ago levels and are back to levels we last saw briefly in November 2023, and prior to that during the pandemic.The UST 10yr yield is still just on 4.00% with US markets closed.The price of gold will start today at US$4156/oz, and down -US$10 from yesterday.American oil prices have risen almost +US$1 from yesterday to be just under US$59/bbl, while the international Brent price is also up, but less, now just over US$63/bbl.The Kiwi dollar is up another +30 bps from yesterday, now at just over 57.2 USc. Against the Aussie we are up +20 bps at just over 87.6 AUc. Against the euro we have risen +30 bps to 49.4 euro cents. That all means our TWI-5 starts today at just under 61.9, and up +30 bps.The bitcoin price starts today at US$91,468 and up +4.5% from yesterday. Volatility over the past 24 hours has been moderate at just on +/- 2.3%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

2025年11月26日下午：澳大利亚统计局本周三公布的最新数据显示，消费者价格指数（CPI）在截至2025年10月的一年内上涨 3.8%，较9月录得的 3.6% 略有上升（收听播客，了解详情）。

Confira no Morning Show desta quarta-feira (26): A tensão entre EUA e Venezuela atingiu um novo patamar após Nicolás Maduro liderar uma marcha cívico-militar de alto simbolismo, empunhando a espada do libertador Simón Bolívar para clamar por "unidade" contra ameaças externas, especialmente as imputadas pelos EUA. Enquanto isso, o regime impõe um ultimato de 48 horas para que companhias aéreas retomem as operações no país, sob pena de perderem suas licenças, após alertas do país norte-americano sobre riscos de segurança no espaço aéreo venezuelano. O ministro do STF Alexandre de Moraes determinou o início do cumprimento da pena e a perda do mandato do deputado federal Alexandre Ramagem, atualmente foragido nos EUA. A decisão, que também suspendeu os seus direitos políticos, joga a polêmica na direção do presidente da Câmara, Hugo Motta, que precisa acatar a cassação. Além disso, a próxima etapa pode ser a inclusão de Ramagem na lista vermelha da Interpol, intensificando a pressão por sua extradição do país norte-americano. A prisão do ex-ministro da Justiça Anderson Torres e as regalias concedidas (cela individual e rotina diferenciada) acendem o debate sobre o tratamento do sistema prisional do Brasil. Enquanto a defesa de outros réus busca a revisão criminal, a bancada do Morning Show analisa se há uma flagrante diferença no Estado de Direito entre os casos da esquerda e da direita. A CPI do Crime Organizado ouviu o promotor Lincoln Gakiya, ao alertar para o faturamento do PCC, que explodiu em 120.000% em 15 anos, chegando a inacreditáveis R$10 BILHÕES anuais - valor superior ao orçamento de 18 capitais. O programa Morning Show debate a impotência do Estado e a falha da legislação em conter essa invasão criminosa na economia formal, destacando a importância da delação premiada de integrantes do "colarinho branco" do PCC, que pode ser o propulsor a abalar Brasília e mudar o jogo. A sanção da isenção do Imposto de Renda, tida como triunfo político do governo Lula, foi ofuscada pela ausência dos presidentes do Senado (Davi Alcolumbre) e da Câmara (Hugo Motta). O programa Morning Show apurou que o clima azedou de vez, com Alcolumbre alegando "falta de clima" após a indicação de Jorge Messias ao STF, contrariando a preferência do Senado por Pacheco. Reportagem: Rany Veloso Essas e outras notícias você confere no Morning Show.

In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas from SoFi discuss various financial market trends leading into Thanksgiving week. They also touch on the Packers football game which will be played at 1 pm ET on Thursday. They talk about the recent rally in the S&P 500, attributing it to possible Fed rate cuts and positive job numbers. Liz highlights the Fed's stance on unemployment and its implications for future rate decisions. The conversation also covers the CPI, GDP data, consumer spending, and signs of economic stress like rising delinquency rates. They discuss sector-specific trends, focusing on healthcare and energy markets, and explore the potential impact of geopolitical events on big cap pharma stocks. Additionally, they touch upon the dynamics of the yen carry trade, the significance of Bitcoin movements, and oil prices' role in economic forecasts. The episode concludes with Thanksgiving well-wishes and reflections on their collaboration and friendship. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

They say there's always a bull market somewhere and a chart on doom commentary has surely been up and to the right. Perhaps it's been the joint decline in the equity and crypto markets. NVDA is down 10% in November and Bitcoin is down almost twice that. Perhaps it's been that there wasn't a hard and fast enough of a catalyst to point to…no trade war, Powell presser, CPI surprise or earnings shortfall. These would have at least left us with plausible drivers, satisfying our need for markets to make sense. But when price operates as the only fundamental, sell-offs in asset prices take on much greater meaning.If there's one idea that best captures my own curiosity about markets it lies in studying our presence in them. And here's where the Soros theory of reflexivity is so relevant, especially to modern day risk-taking. Reflexivity is a brilliant concept and price is central to it. Price is surely an outcome that results from changes in economic data, corporate profits and adjustments in the stance of monetary policy. Today, price is more properly thought of as a driver of wealth, which in turn, allows it to drive investment behavior and also narratives. In the process, it can actually shape fundamentals.Through this lens, I share some of my recent thinking on the risk structure of the equity and crypto markets. I hope you find this interesting and useful. I wish you a wonderful, relaxing and highly caloric Thanksgiving holiday.

dd

No podcast ‘Notícia No Seu Tempo’, confira em áudio as principais notícias da edição impressa do jornal ‘O Estado de S.Paulo’ desta terça-feira (25/11/2025): Os presidentes da Câmara, Hugo Motta (Republicanos-PB), e do Senado, Davi Alcolumbre (União Brasil-AP), estão em rota de colisão com o Planalto e podem ampliar as dificuldades do governo no Congresso. Motta está contrariado com o fato de líderes e dirigentes do PT criticarem nas redes sociais sua condução dos trabalhos do PL Antifacção. Alcolumbre manifestou revolta com a decisão do presidente Luiz Inácio Lula da Silva de indicar o ministro da AGU, Jorge Messias, para o STF. “Vou mostrar ao governo o que é não ter o presidente do Senado como aliado”, afirmou. Alcolumbre começou a desengavetar projetos com impacto fiscal, como o que regulamenta a aposentadoria especial dos agentes comunitários de saúde e de combate às endemias. O senador também pretende influir na CPI do INSS. E mais: Política: Primeira Turma do STF mantém prisão preventiva de Bolsonaro Economia: Para a PF, BRB só recebeu R$ 12,2 bi por ‘pura boa vontade’ do Master Internacional: EUA incluem cartel venezuelano em lista de organizações terroristas Cultura: Um dos grandes nomes do reggae e pai de uma brasileira, Jimmy Cliff, morto aos 81 anos, colecionou sucessos See omnystudio.com/listener for privacy information.

Chuck Zodda and Mike Armstrong discuss the wild week of harsh volatility tests support levels across stocks. The AI boom is driving the economy. What happens if it falters? The Fed is fixated on AI, but not ready to make a Greenspan-size bet. US inflation traders to use untested fallbacks for missing CPI. Americans are on a year-end shopping spree. What do CEOs really think about tariffs?

This is the ultimate AI creative breakdown: 112 creatives in 36 minutes.Jakub, Matej, and Felix review the best (and worst) AI-generated ads across rise of castles clones, tasty travels madness, fluffy animals, Pixar-style mutations, fake physics, and high-production AI cinematics that now rival outsourcing studios.AI is no longer “experimental.”It is the creative pipeline.What you'll learn• How to spot AI in 2025 (lighting errors, physics breaks, muscle glitches)• The new top AI hooks (animals, food, POV inward movement, waifus, chaos)• The rise of “high-production AI” replacing studio cinematics• Why Rise of Castles, Golden Goblins, Tasty Travels, and Whiteout Survival dominate AI usage• How top teams use loras, inpainting, upscaling & 20-step workflows• The new East–West gap in creative production• Why by end of 2026, 50% of ads will be AI-driven• And the moment Candy Crush uses AI bear attacks

In this episode, Cathy Love and Nacre Consulting Business Manager, Layland Webb, get super candid and deliver an energetic roundup of what's happening across the Allied Health business landscape. From taking a month off (and watching the business thrive), to deep commentary on summer-proofing, performance-based pay, and the realities of leadership — this conversation covers a lot of ground.A major highlight of the episode is the upcoming Quarterly Allied Health Business Conference: Beyond Balance – Women's Wellbeing at Work, happening on Friday, 5 December. Cathy and Layland unpack why this theme matters now more than ever, what the speaker lineup looks like. Discover why you truly don't want to miss it. Topics covered on systems, women's wellbeing, summer-proofing, performance reviews: Women's Wellbeing at Work – The December conference theme unpacked, including menopause, endometriosis, mental health, and workplace support. Summer-Proofing Your Allied Health Business – How businesses are forecasting earlier, reducing seasonal losses, and planning for a profitable December–January. Performance-Based Pay & Appraisals – Why traditional CPI-style increases don't serve private Allied Health, and what fair, structured reviews can look like. Sole Trader Realities – Launching Sole Trader Campus, supporting flexible work ambitions, and addressing common financial and marketing gaps. P.S. Need a little extra support on your business journey? Whether you're navigating challenges or looking to reach new goals, we're here to support your growth. Book a Complimentary Power Call with us, and let's talk about how we can help you achieve your vision for your Allied Health business.Midroll Message: Learn more about Beyond Balance – Women's Wellbeing at Work, our December Quarterly Allied Health Business Conference. Connect with Nacre Consulting: Let's connect on Instagram Follow us on Facebook Let's connect on LinkedIn Join our Facebook Group online community More about The Allied Health...

In this episode we answer emails from Camille and Jeff.  We discuss how 72(t) and asset swaps enable early IRA access, where to place managed futures and treasuries for taxes, practical cash options at IBKR and ultra-short term ETFs, designing a mix for higher safe withdrawal rates, when to ratchet spending and when to hold flat, and tracking mandatory versus discretionary spending, among other things.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterHow To Do An Asset Swap Video from Risk Parity Chronicles:  How to Do an Asset SwapFI Tax Guy Post on 72(t):  Retire on 72(t) Payments – The FI Tax GuyWhite Coat Investor Podcast with Sean Mullaney:  Managing Taxes in Retirement with Sean Mullaney | White Coat InvestorTax Planning Book:  Amazon.com: Tax Planning To and Through Early Retirement: 9798999841599: Garrett, Cody, Mullaney, Sean: BooksUltra-short ETFs for Parking Excess Cash:  Ultra Short-Term ETF ListPortfolio Charts Descriptions of Variable Withdrawal Strategies:  Retirement Spending – Portfolio ChartsBreathless Unedited AI-Bot Summary:What if your IRA isn't a locked box until 59½? We dig into the real-world playbook for early access and smarter withdrawals, showing how 72(t) and asset swaps let you fund life now without wrecking your allocation or triggering penalties. Along the way, we answer donor questions on where to park managed futures when tax-advantaged space is tight, how to rebalance when bonds live behind the IRA wall, and the cleanest ways to earn yield on cash at Interactive Brokers with short-term ETFs like SGOV, BIL, and JPST. We also touch on BOXX for high earners and ask our Canadian friends to weigh in on legacy RRSP headaches.From there, we map a durable withdrawal framework: blend growth and value equities, hold intermediate and long treasuries for ballast, and add diversifiers like gold and trend to raise your safe withdrawal rate. If pensions and Social Security cover the essentials, a 5% withdrawal from a risk-balanced mix can still thrive over 30 years, especially when you limit spending increases to 1% instead of full CPI. For raises, we compare floor-and-ceiling rules to ratchets so you can lock in gains after meaningful portfolio advances, yet stay flexible when markets wobble.To ground it all, we run through market movers—growth stocks buzzing, gold shining, bonds steadying—and share performance across our sample portfolios, from classic Golden Butterfly to leveraged variants. Takeaways are simple and usable: your access is wider than you think, tax location is a spectrum not a slogan, and the best spending rule is the one that fits your life. Subscribe, leave a review, and tell us: which withdrawal rule would you follow this year, floor and ceiling or a ratchet?Support the show

Wages data and the RBA minutes were broadly as expected so the focus now turns to next week's inflation data for October. This will be the first release of a full monthly CPI in Australia, bringing it in line with global best practice. In this week's podcast, inflation guru Trent Saunders and economist Harry Ottley discuss the new monthly CPI and what to expect from it and inflation over the next couple of years.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.   Usage of Artificial Intelligence  To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 

Learn how to save on Thanksgiving dinner and decide if filing taxes jointly makes sense for common law couples. How can you trim your Thanksgiving costs without skimping on the feast? Should common law spouses file taxes jointly or separately? Hosts Sean Pyles and Elizabeth Ayoola dig into tax choices for couples to help you understand which filing status may fit your situation and what to weigh before you commit. But first, Anna Helhoski joins Elizabeth to unpack why the cost of a classic Thanksgiving dinner is down this year and how to shop smart for the expanded table. They cover where prices fell and rose across the holiday menu, what turkey deals and meal bundles at places like Aldi, Walmart and Target could mean for your budget, and why recently reduced food tariffs may take time to show up on store shelves. Then, tax Nerd Bella Avila joins Sean and Elizabeth to answer a listener's question about common law marriage and taxes. They discuss when married filing jointly versus separately can lower your bill, how IRS rules treat common law marriages (and what to consider if you move states), and practical to-dos like updating your W-4 within 10 days, timing a name change, and reviewing credit and student loan implications. They also touch on cohabitation agreements (a “prenup” for common law couples) and why clear money conversations matter before you file. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: common law marriage, file taxes jointly common law, married filing jointly vs separately, Thanksgiving dinner cost 2025, turkey prices 2025, food inflation CPI, Aldi Thanksgiving meal, Walmart Thanksgiving meal, Target Thanksgiving bundle, Whole Foods Thanksgiving dinner price, Harry and David Thanksgiving meal, save money on Thanksgiving, store brand vs name brand, frozen vegetables price, sweet potato shortage North Carolina, avian flu turkey prices, food tariffs 2025, Trump food tariff rollback, grocery prices outlook, head of household vs single, surviving spouse filing status, education credits married filing separately, child tax credit MFS rules, medical expense deduction 7.5% AGI, W-4 update after marriage, add domestic partner to health insurance, dependent eligibility common law spouse, IRS rules common law marriage, cohabitation agreement, prenup cost and timeline, name change and taxes, tax brackets married vs single, standard deduction married filing jointly, and credit and deductions phaseouts joint filers. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with another strong quarter from Loblaw and what it says about food inflation, pricing power, and defensive compounding in a choppy market. Tickers of stocks discussed: QQQ, MSFT, AMZN, META, GOOGL, BRK.B, UNH, NVDA, ORCL, ADBE, DUOL, HIMS, IONQ, RGTI, CELH, GSY.TO, L.TO, DOL.TO, HD Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China's equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China's market narrative after years of pessimism.In this episode:– Why China's cloud and AI revenue growth is outpacing expectations– How anti-involution policy is stabilizing competition and lifting margins– Why global investors — especially Europe and Asia — are rotating back into China– Where KWEB sees opportunity across online video, entertainment, and emerging tech– Why semiconductor valuations demand caution despite the broader tech rebound– How the Trump–Xi détente may open the door to further policy normalizationLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫年末风格再平衡，市场下一站去哪儿？来自超级定投家主理。又到一年年末，市场对于风格变化的关注度持续升温。从10月以来的近期市场行情来看，涨幅靠前的行业大都属于周期、消费和金融板块；而之前比较强势的通信和制造板块，则回撤明显。那么，当前非常重要的问题就是：年末风格“再平衡”的过程中，哪些行业主题会是市场的下一站呢？现在，就要这篇文章来和大家一起来讨论风格“再平衡”后的潜在板块机会。先来看哪些板块，更有机会？在最近的震荡行情中，市场似乎还没有形成非常明显的主线，一些缺乏基本面支撑的“无厘头行情”再度浮现。不过，也有一些态势正在酝酿中。目前，市场热度较高、且有望在风格变化后接棒主线的，我认为主要有三方面，分别是消费、周期、红利。但，这三个板块在9月以来的走势，也有比较大的分化。表现最好的是周期，在9月末大幅上涨后开始震荡；红利指数的涨幅不高，但10月以来的表现非常稳健，波动远小于万得全A；消费板块相对较弱，不过这两周的低位反弹，力度也不小。接下来，还是一贯的大白话风格，分板块来和大家拆解清楚它们背后的机遇与风险。第一是消费板块。消费板块大涨，其中消费者服务、食品饮料单日涨幅均超过3%，还是比较少见的幅度了。而主要原因，是10月通胀数据还不错，大大提振了消费板块的情绪： CPI同比回升0.2%，好于市场预期的0%； CPI环比回升0.2%，也好于季节性的0.1%。数据虽好，但大家最关心的还是：这波行情能走多远？由于消费板块内部的分化也不小，咱们分具体行业来看。消费板块近期行情由数据、政策与产业链红利共同驱动：食品饮料随 10 月 CPI 超预期走高，短期估值低、交易拥挤度低具备性价比，但白酒板块业绩平淡，基本面反转时点待明确；消费者服务受益于海南免税政策 + 双节出行数据，顺周期属性弱于白酒，经济弱复苏下改善预期更乐观；农林牧渔作为反内卷政策涉及行业之一，今年以来主要的上涨行情出现在7-8月份，跟随反内卷整体的热度走出上涨。跟随反内卷政策热度上涨，后续需关注猪价等价格变动，当前基本面仍处震荡；轻工制造受潮玩产业链带动前期走强，可关注新消费超跌及 A 股产业链机会。第二是周期板块，周期板块未来的核心逻辑围绕 “有色金属的多元驱动” 与 “反内卷政策下的供需改善” 两大主线展开：有色金属作为年内涨幅领先的板块，逻辑多元且强势：贵金属依托美联储降息周期与通胀形成双重支撑；工业金属受益于铜供给扰动带来的价格提振；稀有金属则凭借高战略价值，借中美贸易摩擦反复获得热点催化，各细分领域均有明确驱动。反内卷主题则聚焦政策与供需的共振：煤炭因冬季需求旺季叠加政策限产缩供给，10 月后价格超预期走强，旺季红利 + 前期超跌让后续仍具空间；基础化工价格指数低位企稳、供需格局优于纯内需地产链品种，若反内卷政策持续见效，有望成为格局改善较突出的领域。最后，红利，未来的逻辑是什么？红利板块未来的核心逻辑是 “资产荒现象持续发酵”，其行情驱动并非依赖自身基本面，而是由市场资金的配置压力支撑：当前银行存贷款增速差仍存，10 月社融、信贷均低于预期，内生性融资需求偏弱，叠加信用利差收窄至年内新低，机构端的资金配置压力持续积累，为红利风格提供了强劲的配置需求支撑。具体品种上，港股红利标的更具优势：其行情表现、股息率水平均优于 A 股，且南向资金近期净流入延续加速，内资大幅流入港股红利资产，即便短期出现回调，南向资金对港股银行、石油石化等高股息板块的配置需求仍较为坚实，后续红利风格的机会将继续依托资产荒逻辑，港股标的是重点方向之一。虽然这两天出现了一定回调，但从11月以来的净流入数据看，南向资金持续流入港股银行；其次是石油石化行业，也是一个典型的高股息行业，体现资金对高股息板块的配置需求仍坚实。总的来说，年末的市场风格仍在快速轮动中，每一条主线背后的逻辑和风险都不相同，大家还是要多做了解，再进行操作。你怎么看年末的市场风格？你看好哪些板块？

This week, Monika breaks down the “inflation paradox” India is living through — where official inflation has collapsed to 0.25%, yet households still feel the pinch at checkout counters. She explains how the headline number hides a deeper story: if the impact of gold is removed from the Consumer Price Index, October inflation actually turns negative. An SBI Research estimate suggests that, excluding gold, inflation could remain below zero for the next two months. Food prices have fallen sharply, with vegetables down nearly 28% and pulses over 16%, creating a painful situation for farmers even as households see temporary relief.Monika unpacks why very low inflation is a problem for the wider economy. Weak prices signal weak demand, hurting production, wages and eventually jobs. Governments too suffer when inflation falls, because tax revenues depend on nominal — not real — growth. With the RBI's full-year inflation estimate cut to 2.6%, the number now threatens to breach the lower bound of the 2–6% target band, raising the possibility of rate cuts. She also explains why lived inflation can feel higher than official data: lifestyle choices — app-based shopping, food delivery, eating out — inflate household budgets far more than the CPI basket. For savers and investors, a lower-trend inflation world means lower bank FD rates and more moderate long-term equity return expectations, making equity allocation essential for retirement planning.In listener questions, Srinivas seeks guidance on managing a large education loan, bundled insurance policies, and family assets; Sampath from the US weighs whether to buy property in Hyderabad now or after returning to India; and an anonymous listener asks how to secure term insurance after a past cancer diagnosis. Monika also gives a shout-out to Rinku Jain, who recently shifted from trading to financial education after being inspired by Let's Talk Money.Chapters:(00:00 – 00:00) The Inflation Paradox: Why Low Numbers Still Feel Expensive(00:00 – 00:00) How Low Inflation Impacts Growth, Wages, Taxes & Your Investments(00:00 – 00:00) How to Fix a Costly Loan, Bundled Insurance & a Risky Family Portfolio(00:00 – 00:00) Should NRIs Buy Property Now or After Returning to India?(00:00 – 00:00) Can Cancer Survivors Get Term Insurance? What Your Real Options Arehttps://www.dropbox.com/scl/fi/ivlio9duh6yemspbdu6rm/Inflation-SBI-Report-Oct-2025.pdf?rlkey=n6fyqfssoz5tw88unhsx0sn3a&dl=0https://www.stcipd.com/UserFiles/File/Measuring_Trend_inflation_in_India-A_summary.pdfIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠Monika's book on mutual funds⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠Monika's workbook on recording your financial life⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠Calculators⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠@MonikaHalan⁠⁠⁠Instagram ⁠⁠⁠@MonikaHalan⁠⁠⁠Facebook ⁠⁠⁠@MonikaHalan⁠⁠⁠LinkedIn ⁠⁠@MonikaHalan⁠⁠Production House: ⁠⁠www.inoutcreatives.com⁠⁠Production Assistant:⁠⁠ Anshika Gogoi⁠⁠

Les journalistes et experts de RFI répondent également à vos questions sur la sentence d'un ancien chef de guerre soudanais, la force internationale à Gaza et les tensions entre Washington et Caracas. Mbappé-PSG : un bras de fer à plus de 700 millions d'euros   Alors que Kylian Mbappé réclame 263 millions d'euros au Paris Saint-Germain devant le Conseil des Prud'hommes de Paris, son ancien club lui en demande 440 millions. Comment expliquer ces sommes colossales ? Un accord à l'amiable est-il encore envisageable ? Avec Baptiste Leduc, journaliste au service des sports de RFI.   Soudan : quelle sentence pour l'ancien commandant Janjawid Ali Kushayb ?   La Cour pénale internationale doit délivrer sa sentence contre Ali Kushayb, accusé de «crimes de guerre et de crimes contre l'humanité» commis en 2003 et 2004 au Darfour. Pourquoi le procès de cet ancien chef de guerre ne se tient que maintenant, plus de 20 ans après les faits ? Quel verdict la CPI pourrait-elle rendre ? Avec Stéphanie Maupas, correspondante permanente de RFI à La Haye.     Gaza : à quoi ressemblera la force de stabilisation internationale ?  Le Conseil de Sécurité des Nations unies a adopté une résolution reprenant le plan de paix de Donald Trump, qui prévoit le déploiement d'une force internationale dans la bande de Gaza. Quel sera son mandat ? Quid des pays contributeurs ? Pourquoi la Russie et la Chine se sont abstenues de voter alors que les deux pays soutiennent la cause palestinienne ? Avec Frédéric Encel, professeur en Géopolitique à Sciences-Po Paris. Auteur de «La guerre mondiale n'aura pas lieu: les raisons géopolitiques d'espérer» (éditions Odile Jacob).    États-Unis : vers un apaisement des tensions avec le Venezuela ?   Alors que les États-Unis poursuivent leur déploiement militaire au large du Venezuela, Donald Trump s'est dit prêt à parler avec son homologue, Nicolas Maduro. Pourquoi le président américain veut-il finalement engager un dialogue ? Est-ce un premier pas vers une désescalade militaire entre les deux pays ?   Avec Pascal Drouhaud, président de l'association LatFran, spécialiste de l'Amérique latine.

The Trump administration has been secretly working in consultation with Russia to draft a new plan to end the war in Ukraine, according to Axios sources; Politico reported that US officials are close to unveiling a major new peace agreement with Russia to end the Ukraine conflict.The White House confirmed that US President Trump is set to speak at the US-Saudi investment forum on Wednesday at 12:00 EST (17:00 GMT) in Washington.US Treasury Secretary Bessent said US President Trump may announce the next Fed Chair before Christmas, via Fox News.European bourses are trading on either side of the unchanged mark, whilst US equity futures gain ahead of NVIDIA.USD is modestly firmer into FOMC Minutes, USD/JPY rises above 156.00 after Finance Minister Katayama said there were no specific discussions on FX with BoJ Governor Ueda.Bonds initially bid by a subdued risk tone, but now hold a downward bias sentiment improves; Gilts briefly boosted by CPI, but then come under marked pressured.Crude complex is modestly lower with Zelensky's delegation in Turkey, XAU returns above USD 4100/oz.Looking ahead, US International Trade (Aug), FOMC Minutes, Fed's Williams, Logan, Barkin, Miran; BoE's Dhingra, supply from the US. Earnings from NVIDIA.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Confira os destaques do Jornal da Manhã desta quarta-feira (19): A crise envolvendo o Banco Master preocupa o Congresso e pode ser alvo de uma CPI na Câmara. No ofício assinado pelo presidente do Banco Central, Gabriel Galípolo, a liquidação da instituição é justificada pelo comprometimento de sua situação econômico-financeira. Reportagem: André Anelli. Após a liquidação extrajudicial do Banco Master e o afastamento da diretoria do BRB (Banco de Brasília), deputados distritais de oposição apresentaram um pedido de abertura de uma CPI para investigar o caso. A Jovem Pan News entrevista o deputado federal Rodrigo Rollemberg (PSB-DF) sobre os desdobramentos e os próximos passos da investigação política e financeira. O dono do Banco Master, Daniel Vorcaro, permanece preso na superintendência da Polícia Federal em São Paulo. Ele foi detido no Aeroporto Internacional de Guarulhos enquanto tentava deixar o país. Vorcaro é o principal alvo de uma operação que investiga a venda de títulos de crédito falsos. Reportagem: Danúbia Braga. Com o encerramento da COP30 se aproximando, o presidente Luiz Inácio Lula da Silva (PT) retorna a Belém (PA) nesta quarta-feira (19). A volta do presidente busca destravar pautas cruciais que ainda enfrentam resistência nas negociações, especialmente as relacionadas à transição energética e ao combate às mudanças climáticas. Reportagem: Igor Damasceno. O governo da Alemanha deve fazer uma retratação pelo comentário do chanceler Friedrich Merz sobre a cidade de Belém, após afirmar ter ficado ‘aliviado' ao deixar o local durante a COP30. O presidente Lula (PT) rebateu as críticas do líder alemão. O Senado Federal aprovou um voto de censura contra o chanceler alemão, Friedrich Merz, pelas declarações sobre Belém (PA). O relator da proposta, senador Zequinha Marinho (Podemos-PA), classificou as falas como ‘infelizes e xenófobas'. Reportagem: Rany Veloso. O diretor-geral da Polícia Federal, Andrei Rodrigues, defendeu mais tempo para discutir o projeto de lei antifacção. Ele criticou a equiparação automática de grupos criminosos, como PCC e CV, a organizações terroristas. A declaração foi dada durante o primeiro dia de depoimentos da CPI do Crime Organizado no Senado. Reportagem: Lucas Rodrigues. O Congresso dos Estados Unidos aprovou o projeto de lei que determina a divulgação integral dos arquivos de investigação sobre o bilionário Jeffrey Epstein. O magnata cometeu suicídio em 2019, antes de ser julgado por chefiar uma rede de abuso sexual de menores. A medida obriga o Departamento de Justiça a tornar públicos todos os documentos não confidenciais do caso. Reportagem: Pedro Tritto. Uma nova pesquisa divulgada pela Reuters/Ipsos na terça-feira (18) mostrou que a aprovação do governo Trump caiu para 38%, o menor índice do segundo mandato. A principal razão para a queda seria o alto custo de vida. Reportagem: Luca Bassani. Essas e outras notícias você acompanha no Jornal da Manhã. Learn more about your ad choices. Visit megaphone.fm/adchoices

C dans l'air du 18 novembre 2025 - Affaire Epstein : le scandale qui rattrape Donald TrumpUn revirement spectaculaire. Après plusieurs mois d'un combat acharné contre la divulgation du dossier lié au pédocriminel Jeffrey Epstein, décédé en prison en 2019, le président américain a fait volte-face dimanche. Il a exhorté ses pairs républicains du Congrès à voter en faveur de la publication des documents judiciaires liés à l'enquête.La raison de ce virage à 180 degrés ? Les courriels de l'homme d'affaires déchu rendus publics la semaine dernière par des élus démocrates à la Chambre des représentants. Ces derniers suggérant des liens étroits entre Donald Trump et Jeffrey Epstein. Donald Trump "savait à propos des filles" agressées sexuellement et a "passé plusieurs heures" avec l'une d'elles, affirment des mails signés par Jeffrey Epstein.Le scandale Epstein a semé la division dans son camp. Une figure emblématique de son mouvement MAGA (Make America Great Again), Marjorie Taylor Greene, avait reproché au président de manquer de transparence dans ce scandale politico-judiciaire.Donald Trump a contre-attaqué en réclamant une enquête fédérale sur la relation entre Jeffrey Epstein et certaines personnalité démocrates. Parmi les 20.000 documents rendus publics, plusieurs personnalités sont mentionnées, dont le prince Andrew, déchu de ses titres royaux en octobre dernier. Un certain nombre de mails accablants impliquerait le frère du roi Charles III dans cette affaire retentissante. Empêtré dans cette affaire Epstein, Donald Trump doit faire face au mécontentement de ses citoyens, alors que l'inflation s'accélère dans le pays (à +3% en septembre contre +2,3% en avril, selon l'indice CPI). Sous pression, le président américain a annulé des droits de douane qu'il avait lui-même imposés sur certains produits du quotidien. Son propre camp le poussait à réagir après un cinglant revers aux derniers scrutins locaux et à un an des élections de mi-mandat. Nous sommes allés à la rencontre de ses électeurs déçus de sa politique, en Floride.Nos experts : - Laurence HAïM - Journaliste spécialiste des États-Unis- Nicole BACHARAN - Historienne et politologue, spécialiste des Etats-Unis, éditorialiste à Ouest-France- Virginie VILAR - Grand Reporter pour Complément d'Enquête sur France Télévision- Anthony BELLANGER - Éditorialiste à France Info TV, spécialiste des questions internationales

O programa Meio-Dia em Brasília desta terça-feira, 18, fala sobre a Operação Compliance Zero que culminou com a prisão de Daniel Vorcaro, dono do Banco Master.A ação da PF também afastou o presidente do Banco Regional de Brasília (BRB) e mira um grupo que pode ter fraudado aproximadamente 12 bilhões de reais do sistema bancário. Além disso, o jornal também aborda a última fase de recursos na chamada ação penal do golpe e o início das investigações da CPI do crime organizado.Meio-Dia em Brasília traz as principais notícias e análises da política nacional direto   de Brasília.     Com apresentação de José Inácio Pilar e Wilson Lima, o programa aborda os temas mais quentes do cenário político e econômico do Brasil.     Com um olhar atento sobre política, notícias e economia, mantém o público bem informado.   Transmissão ao vivo de segunda a sexta-feira às 12h.   Apoie o jornalismo Vigilante: 10% de desconto para audiência do Meio-Dia em Brasília   https://bit.ly/meiodiaoa   Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br 

CPI is only one signal. In this episode, we show how top studios test appeal in prototypes, validate value in soft launch, and scale with confidence. A fast, practical guide to reading market signals at every stage of development.

This month's creative trends episode exposes the real state of mobile UA:We've officially entered the Era of Creative Theft 2.0 - not “heavily inspired,” but direct 1:1 stolen ads, chopped end cards, mirrored clips, watermarks still visible… and nobody cares because they convert 4-5× better.Three mega-trends emerge:1) The “Stolen but Performing” Era• Social casino, idle, 4X… everyone is lifting creatives from other genres.• Teams aren't even recreating the concept - they're copying the whole video, trimming it, mirroring it, or leaving the watermark.• Networks don't police it, platforms don't care, and small studios can't compete with the CPI gap.2) The Golden Age of ASMR / Wood / Cleaning Satisfiers• The “Idle Lumber” effect: anything with chopping, slicing, scrubbing, wood, logs, dust → crushing low CPI.3) The King Shot → Royal Kingdom → Everyone Else Pipeline• King Shot's onboarding + mass battle + RTS-style transitions have reshaped the entire industry's ads.• Royal Kingdom straight-up used the formula for a match-3 playable.• 4X games (Last War, Last Z, Total Battle) are adopting the mass-battle → puzzle fusion.Key takeawayThe best-performing creatives aren't the most original - they're the most optimized. The industry now rewards speed, iteration, theft-based inspiration, and cross-genre pattern-breaking above everything else.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Hook: The “Creative Theft Era” has arrived01:30 — Missing a month & why trends feel different now03:10 — ASMR cleaning & wood: why the motif is everywhere05:20 — Exposed: 1:1 stolen creatives (no end cards, mirrored, trimmed)08:40 — Why theft works: CPI vs LTV beats morals11:50 — The ecosystem problem: no creative police, no consequences14:30 — New industry rule: cross-genre stealing = normal17:40 — King Shot → Royal Kingdom → Everyone copy30:10 — The future: watermark creatives, mirror hacks, and AI hooks43:00 — Wrap-up: where the creative meta goes next---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiarPlease share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Death Blow to LA Landlords: City Hall Just Assassinated Your Cash Flow ⚰️

Confira os destaques do Jornal da Manhã deste sábado (15): Movimentos sociais preparam uma marcha paralela durante a COP30, em Belém (Pará), neste sábado (15). O ato, em formato de “cortejo fúnebre”, tem como alvo a indústria do petróleo. Reportagem: Bruno Pinheiro. A Confederação Nacional dos Trabalhadores na Agricultura (Contag) participou de uma marcha ao lado de ministros durante a COP30, em Belém. A entidade, que é alvo de investigações sobre fraudes no Instituto Nacional do Seguro Social (INSS), deve ser ouvida por uma comissão parlamentar ainda este ano. Reportagem: Bruno Pinheiro. O doutor em direito ambiental Leonardo Munhoz analisa o encerramento da primeira semana da COP30, marcada por negociações travadas. O especialista afirma ser “normal que ainda não tenha grandes avanços” nesta fase da Cúpula. Parlamentares demonstraram insatisfação com a quarta versão do Projeto de Lei Antifacção, apresentada pelo relator Guilherme Derrite (Progressistas), que ainda não reúne consenso. O deputado Reginaldo Lopes (PT) comentou as negociações, afirmando que o governo “já teve várias vitórias”. A Comissão Parlamentar de Inquérito (CPI) do Crime Organizado inicia seus trabalhos nesta terça-feira (18), no Senado Federal, e deve ouvir diretores da Polícia Federal. Reportagem: Rany Veloso. O morador da casa que explodiu no Tatuapé, em São Paulo, Adir Mariano, já havia sido investigado por ligação com um grupo de baloeiros. O corpo carbonizado encontrado nos escombros seria o dele. A explosão, na noite de quinta-feira (13), deixou 10 feridos e mais de 20 casas interditadas. Reportagem: Julia Fermino. A Polícia Federal indiciou Silvio Almeida por assédio sexual. O ex-ministro dos Direitos Humanos do governo Luiz Inácio Lula da Silva (PT) foi demitido em 2024 após as denúncias. O relatório da investigação foi enviado ao Supremo Tribunal Federal (STF), e o caso corre em sigilo. Reportagem: Janaína Camelo. O presidente dos Estados Unidos, Donald Trump, afirmou já ter uma decisão tomada sobre a Venezuela, mas não detalhou qual será a medida. Em paralelo, nove guerrilheiros morreram em um bombardeio da Colômbia próximo à fronteira com o país governado por Nicolás Maduro. Reportagem: Fabrizio Neitzke. O coronel da reserva do Exército Brasileiro Marco Antonio de Freitas analisa a Operação Lança do Sul, anunciada por Donald Trump. Para ele, a ação contra o narcotráfico representa uma “tentativa de pressionar a Venezuela”. Essas e outras notícias você acompanha no Jornal da Manhã. Learn more about your ad choices. Visit megaphone.fm/adchoices

Convidados: Isabela Camargo, repórter da TV Globo em Brasília; e Diego Cherulli, advogado e presidente do Instituto Brasileiro Independente de Direito e Pesquisas em Previdência. O ex-presidente do INSS Alessandro Stefanutto e outras oito pessoas foram presas nesta quinta-feira (13) em mais uma fase da Operação Sem Desconto, da Polícia Federal. Eles são suspeitos de integrarem um esquema de desvio de dinheiro de aposentados e pensionistas que, segundo a investigação da PF e da Controladoria-Geral da União (CGU), pode ter movimentado R$ 6,3 bilhões entre 2019 e 2024. De acordo com as investigações, os suspeitos cobravam mensalidades irregulares, descontadas dos benefícios de aposentados e pensionistas, sem a autorização deles. O balanço mais recente divulgado pelo INSS aponta que mais de 6 milhões de beneficiários afirmaram não ter reconhecido descontos feitos nos últimos anos. Na quarta-feira (11), o governo prorrogou o prazo para a contestação desses valores. O escândalo de desvios é mais um na história do INSS, sistema de previdência criado para garantir segurança e dignidade a aposentados e pensionistas. Na prática, o que se vê é uma fonte infindável de golpes, muitos deles cometidos na porta de agências de atendimento, como relembra a jornalista Isabela Camargo em conversa com Natuza Nery. Repórter da Globo em Brasília, Isabela conta quem é Stefanutto e quais as suspeitas que recaem sobre ele. Ela responde também como estão os trabalhos da CPI criada para apurar o escândalo. Depois, a conversa é com o advogado Diego Cherulli, presidente do Instituto Brasileiro Independente de Direito e Pesquisas em Previdência. Ele responde por que o INSS é um “celeiro de golpes” contra segurados e dá exemplos de fraudes – como a do falso advogado, que já fez milhares de vítimas. Diego aponta mecanismos necessários para evitar desvios e alerta: “a regra de ouro é não pagar nada antes de receber” o benefício.

This week, we cover the historic end of U.S. penny production resulting from high manufacturing costs and obsolescence. Market updates focused on lingering uncertainty due to delayed economic data from the recent government shutdown, while Federal Reserve policy remains unclear, with rate cuts seen as a toss up ahead of December's meeting. With holiday shopping well underway, we discuss consumer trends, noting resilience despite crosscurrents like tariffs and inflation, with strong performance from major retailers and signs of a “K-shaped” economy. Overall, our current outlook suggests cautious optimism for 2026, supported by fiscal and monetary tailwinds.Speakers:Brian Pietrangelo, Managing Director of Investment Strategy, Key Wealth,George Mateyo, Chief Investment Officer, Key WealthRajeev Sharma, Head of Fixed Income, Key WealthBradley Thomas, Managing Director of Equity Research, KeyBanc Capital Markets 00:23 –The U.S. Mint has stopped producing pennies after 232 years due to high manufacturing costs, sparking discussion on its economic implications and impact on transactions.02:03 –The recent and historic 43-day government shutdown has finally ended. We discuss its impact, and the resulting delays in critical economic reports like unemployment claims, CPI, and retail sales, and its role in creating uncertainty across markets.06:18 – We highlight uncertainty around Federal Reserve policy and changes, potential December rate cuts, the lack of clarity due to missing data, and upcoming leadership turnover, including the president and CEO of the Federal Reserve Bank of Atlanta Raphael Bostic's planned retirement in February and Fed Chair Jerome Powell's term as Fed Chair ending in 2026.11:20 – Special guest Brad Thomas, Managing Director of Equity Research with KeyBanc Capital Markets, joins the podcast this week to discuss consumer resilience amid crosscurrents such as tariffs and inflation, noting strong performance from major retailers, bifurcation between affluent and lower-income consumers, and shifts in spending patterns toward home-related goods.16:09 –Our experts examine how tariff increases could affect holiday shopping, with potential price pressures in categories like toys, and how retailers are managing these challenges.19:02 –Rising delinquencies in credit cards and loans are rising concerns for lower-income consumers, while overall outlook remains cautiously optimistic thanks to anticipated fiscal and monetary stimulus supporting spending and investment opportunities.  Additional ResourcesRead: Higher Education Changes in Recent YearsPrepare: Top 10 2025 Year-End Planning Strategies for Business Owners Key QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

With candidate filing for the 2026 elections just weeks away, Andy Jackson of the John Locke Foundation joins us to unpack the newly updated Civitas Partisan Index — a key measure of how North Carolina's legislative and congressional districts lean politically. Andy explains how the CPI works, what makes a district “toss-up,” “lean,” “likely,” or “safe,” and what the numbers suggest about which party could hold power after 2026. We talk about past election surprises, how candidate quality and wave elections can flip districts, and why 2026 could be a bumpy ride for #NCPOL with Republicans on defense and Democrats seeing opportunity. Plus, Skye and Brian break down a busy week in North Carolina politics — from Governor Stein calling for a special session, to Republican legislators visiting the White House, to new polls, political rumors, and more. The Do Politics Better podcast is sponsored by New Frame, the NC Travel Industry Association, the NC Beer & Wine Wholesalers Association, the NC Pork Council, and the NC Healthcare Association.  

Market Recap and Economic Insights - November 11, 2025 In this episode of Dividend Cafe, host Brian zyitel reviews the market performance and key economic updates for Tuesday, November 11, 2025. The Dow closed up 559 points, driven by positive sentiment around the impending government reopening. Brian discusses the historical impact of government shutdowns on the market and the expected release of crucial economic data like CPI and jobless claims. He addresses a question about evaluating growth stocks against benchmarks and emphasizes the importance of long-term planning over short-term performance. The episode also includes a note on Veterans Day and the bond market closure. 00:00 Introduction and Market Recap 00:34 Government Reopening and Market Implications 01:32 Economic Data and Market Predictions 03:37 Q&A: Benchmarking Growth Stocks 05:02 Closing Remarks and Veterans Day Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Les journalistes et experts de RFI répondent également à vos questions sur l'absence des États-Unis à la COP30, l'enrôlement de soldats africains dans l'armée russe et des mandats d'arrêt turcs contre des responsables israéliens.   Mali : l'exécution d'une TikTokeuse bouleverse le pays   L'assassinat de Mariam Cissé suscite un vif émoi sur les réseaux sociaux. La jeune influenceuse a été fusillée en public sur une place de la ville de Tonka, dans la région de Tombouctou, par des jihadistes présumés. Dans quelles circonstances a-t-elle été tuée ? Pourquoi s'en sont-ils pris à elle ? Avec Serge Daniel, correspondant régional de RFI sur le Sahel.     COP30 : l'absence des États-Unis, une bonne ou mauvaise nouvelle ?  Considérant la crise climatique comme « une grande escroquerie », Donald Trump a annoncé que les États-Unis, 2e plus gros émetteur mondial de gaz à effet de serre, n'enverraient aucun représentant de haut niveau à la COP30 qui se tient à Belèm au Brésil. Cette absence peut-elle avoir un impact sur les négociations ?   Avec Stefanie Schüler, journaliste au service environnement-climat de RFI.       Guerre en Ukraine : Kiev dit stop aux recrutements de combattants africains par Moscou   Selon le ministère des Affaires étrangères ukrainien, Andrii Sybiha, 1 436 soldats africains de 36 nationalités différentes combattent sur le front en Ukraine pour le compte de la Russie. Quelle est la véracité de ce chiffre ? Comment ces recrutements s'organisent-ils ?   Avec Lou Osborn, membre du collectif All Eyes on Wagner. Co-autrice de l'ouvrage « Wagner, enquête au cœur du système Prigojine » (éditions du Faubourg).       Turquie : 37 mandats d'arrêt pour « génocide » contre des responsables israéliens   Le parquet d'Istanbul a émis des mandats d'arrêt visant le Premier ministre israélien Benyamin Netanyahu et 36 autres responsables israéliens, les accusant de « génocide » et de « crimes contre l'humanité » dans le cadre des opérations militaires à Gaza. Quel est le poids de ces mandats d'arrêt alors que depuis un an la CPI demande l'arrestation de Benyamin Netanyahu ?  Avec Lyna Ouandjeli, chercheuse à l'Institut européen d'études sur le Moyen-Orient et l'Afrique du Nord (Eismena). 

As of Friday, 91% of companies reported earnings for the third quarter with 13.1% year-over-year growth, which is much stronger than the 7.9% expected. This week will likely be a pivotal week as investors weigh whether a correction is the next step for the market or if last week's tech selling is just a pause. Much of that will likely come down to if the shutdown ends. Related, the monthly inflation reports (CPI and PPI) are scheduled for Thursday though they may likely be delayed by the shutdown. 

A COP30 (Conferência das Nações Unidas sobre Mudanças Climáticas) começa sob forte desconfiança internacional e uma baixa adesão de chefes de Estado.O evento, sediado em Belém, está sendo criticado como um potencial "mico" do governo Lula.Enquanto a oposição, liderada por Luciano Zucco, coleta assinaturas para uma CPI da COP30 devido aos gastos excessivos, o pesquisador Leandro Narloch debate a agenda climática e a real eficácia da conferência.Meio-Dia em Brasília traz as principais notícias e análises da política nacional direto   de Brasília.     Com apresentação de José Inácio Pilar e Wilson Lima, o programa aborda os temas mais quentes do cenário político e econômico do Brasil.     Com um olhar atento sobre política, notícias e economia, mantém o público bem informado.   Transmissão ao vivo de segunda a sexta-feira às 12h.   Apoie o jornalismo Vigilante: 10% de desconto para audiência do Meio-Dia em Brasília   https://bit.ly/meiodiaoa   Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br