Statistic to indicate the change in typical household expenditure
POPULARITY
Categories
What Mortgage Rate Do You Actually Qualify For in 2026?If you're shopping for a home loan, refinancing, or comparing mortgage rates online — this live event breaks down the truth behind advertised mortgage rates vs real underwriting pricing.Most mortgage rate websites show marketing rates. We show real lender pricing from 30+ lenders.In this live mortgage rate breakdown, we cover:• How mortgage rates are determined • Advertised mortgage rates vs real mortgage rates • How credit score impacts mortgage rates • Debt-to-income (DTI) and loan pricing • FHA vs Conventional vs VA rate differences • How to shop mortgage lenders without hurting your credit • Lock vs float strategy based on CPI, Jobs data, MBS & the 10-Year Treasury • How inflation and Federal Reserve policy affect mortgage ratesIf you're asking: “What mortgage rate can I really get?” “Should I lock my mortgage rate today?” “Are mortgage rates going up or down?” “Why is my quote different than what I saw online?”This is your data-driven answer.We tie mortgage pricing directly to: • CPI (Consumer Price Index) • Jobs Reports (Nonfarm Payrolls) • Mortgage-Backed Securities (MBS) • The 10-Year Treasury Yield • Federal Reserve rate policyNo hype. Just math.
Every day, we pull real pricing from 30+ lenders and show you exactly what you qualify for — plus lock vs. float guidance tied to CPI, Jobs, MBS & the 10-Year Treasury.Transparent. Data-driven. No hype.
What Mortgage Rate Do You Actually Qualify For in 2026?If you're shopping for a home loan, refinancing, or comparing mortgage rates online — this live event breaks down the truth behind advertised mortgage rates vs real underwriting pricing.Most mortgage rate websites show marketing rates.We show real lender pricing from 30+ lenders.In this live mortgage rate breakdown, we cover:• How mortgage rates are determined• Advertised mortgage rates vs real mortgage rates• How credit score impacts mortgage rates• Debt-to-income (DTI) and loan pricing• FHA vs Conventional vs VA rate differences• How to shop mortgage lenders without hurting your credit• Lock vs float strategy based on CPI, Jobs data, MBS & the 10-Year Treasury• How inflation and Federal Reserve policy affect mortgage ratesIf you're asking:“What mortgage rate can I really get?”“Should I lock my mortgage rate today?”“Are mortgage rates going up or down?”“Why is my quote different than what I saw online?”This is your data-driven answer.We tie mortgage pricing directly to:• CPI (Consumer Price Index)• Jobs Reports (Nonfarm Payrolls)• Mortgage-Backed Securities (MBS)• The 10-Year Treasury Yield• Federal Reserve rate policyNo hype. Just math.
What Mortgage Rate Do You Actually Qualify For in 2026?If you're shopping for a home loan, refinancing, or comparing mortgage rates online — this live event breaks down the truth behind advertised mortgage rates vs real underwriting pricing.Most mortgage rate websites show marketing rates.We show real lender pricing from 30+ lenders.In this live mortgage rate breakdown, we cover:• How mortgage rates are determined• Advertised mortgage rates vs real mortgage rates• How credit score impacts mortgage rates• Debt-to-income (DTI) and loan pricing• FHA vs Conventional vs VA rate differences• How to shop mortgage lenders without hurting your credit• Lock vs float strategy based on CPI, Jobs data, MBS & the 10-Year Treasury• How inflation and Federal Reserve policy affect mortgage ratesIf you're asking:“What mortgage rate can I really get?”“Should I lock my mortgage rate today?”“Are mortgage rates going up or down?”“Why is my quote different than what I saw online?”This is your data-driven answer.We tie mortgage pricing directly to:• CPI (Consumer Price Index)• Jobs Reports (Nonfarm Payrolls)• Mortgage-Backed Securities (MBS)• The 10-Year Treasury Yield• Federal Reserve rate policyNo hype. Just math.
"Money is Money, and Paper is Paper. All the invention of man cannot make them otherwise." With that line, Thomas Paine opened a devastating critique of paper money, clearly demonstrating that gold and silver are far superior. Unfortunately, the powers that be didn't listen to Paine. And neither did the investment world, because it's managed to turn the market for gold and silver into its own paper markets. It's not exactly the same as fiat money, but the impacts are similar. We're seeing this manifest in the silver market today. In this episode of the Midweek Memo podcast, Mike Maharrey delves into the battle now raging between the paper silver futures market and the physical silver market and how it is driving the price. He also explains why he thinks the physical market will ultimately prevail. In this episode, Mike also gives a quick overview of the recent CPI report and tells you why you might consider taking investment advice from a 10-year-old.
Stephen Grootes speaks to Dr. Frikkie Maré, the CEO of the National Red Meat Producers’ Organisation (RPO) about the mounting pressures on South African meat prices, with the latest CPI data revealing that meat prices continue to surge, and the category’s annual inflation accelerated to 13.5%, marking some of the highest increases in the CPI basket. In other interviews, Jack Devnarain, Chairperson of the SA Guild of Actors talks about the growing concerns over mismanagement of film funding and the call from MPs for a thorough investigation. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.
The Trump administration is closer to a major war with Iran than people realise, Axios reports citing sources; a military operation would likely be a massive, weeks long campaign that will be a joint US-Israeli attack. European equities entirely in the green, with IBEX leading the way; US equity futures continue to extend Tuesday's gains.DXY firmer, Kiwi hit post-RBNZ while Cable holds afloat following UK inflation.Gilts choppy post-CPI; USTs slightly lower ahead of FOMC minutes.WTI and Brent nurse prior day losses as Ukraine talks conclude; Metals rebound. Looking ahead, highlights include US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan). Speakers include ECB's Schnabel & Fed's Bowman. Supply from the US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Chicago Fed President Austan Goolsbee signaled that more rate cuts could be possible if inflation keeps cooling — but here's the crucial point:
Derek Moore is joined by Mike Snyder to talk about the CPI release and how there isn't any evidence that tariffs are causing any issues with inflation. So, does this mean the Fed has a green light to cut rates? As the market broadens, you might be surprised what sectors are leading and hint, it's not tech. CPI Inflation report No inflation from tariffs Fed interest rate cuts Mag 7 passes the baton to energy, materials, and staples Nvidia earnings are coming up so what does the implied volatility say at this point? Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
US-Iran talks have gotten underway; the latest is that the nuclear negotiations have entered the stage of discussing technical issues, Al Jazeera reports citing Iranian TV.Iran announced its readiness to reduce uranium enrichment, Al Hadath reports citing Iran's ambassador in Cairo; added "The contradiction of the US statements is proof of its lack of seriousness in the negotiations"European stocks are broadly in the green; Basic Resources weighed on by metals prices; US equity futures lower as US traders return from holiday.JPY gains ground on yield differentials and some haven flows while GBP lags after the UK jobs report; DXY flat. Gilts and JGBs lead; pricing remains in favour of a BoE cut in April, but March has inched higher into Wednesday's CPI post-unemployment/wages; USTs bid alongside global benchmarks.WTI and Brent rangebound with geopols in focus.Looking ahead, highlights include US ADP Weekly, NY Fed (Feb), Canadian CPI (Jan), Japanese Balance of Trade (Jan), US-Iran talks. Speakers include Fed's Barr & Daly. Earnings from Medtronic, Leidos, Palo Alto, Cadence Design Systems, Republic Services, Vulcan Materials, Kenvue.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Every day, we pull real pricing from 30+ lenders to show what you actually qualify for — plus lock vs. float guidance and a clear breakdown of the Fed, CPI, Jobs, MBS, and the 10-Year Treasury.Transparent. Data-driven. No hype.
Episode 182 of the Investor Professor Podcast breaks down a volatile start to the year as markets wrestle with mixed signals from economic data, shifting rate-cut expectations, and the accelerating AI narrative. The episode reviews major index performance — with the Dow showing relative strength while the S&P 500 and Nasdaq struggle — and unpacks fresh jobs and CPI data that point to a still-healthy economy. Despite strong fundamentals like falling inflation and steady employment growth, markets remain choppy as investors rethink valuations and how quickly AI could reshape entire industries.The conversation dives into the ripple effects of AI headlines across sectors ranging from software and wealth management to logistics and banking, highlighting how fear-driven selloffs may create opportunities for long-term investors. Rather than chasing short-term volatility, the episode emphasizes disciplined portfolio management, focusing on quality companies, valuation awareness, and increasing share count during pullbacks. Listeners will walk away with a clear, practical framework for navigating uncertainty, identifying potential bargains, and staying grounded in a long-term investing mindset.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
In this high-energy segment, economist and CEO of Hard Asset Management's Christian Briggs joins The Real Story to break down the latest inflation data—and why it's a massive vindication of President Trump's economic policies. With inflation falling to 2.4%, core CPI hitting its lowest level since March 2021, and Wall Street experts completely missing the mark, Briggs explains why this isn't luck—it's policy. He details how falling energy prices, stabilizing housing costs, private-sector job growth, and a sharp reduction in government payrolls are all working together to reset the economic trajectory. Briggs also looks ahead to 2026, predicting a “multi-term legacy” effect from Trump's tax and trade policies, including stronger GDP growth, expanded small business momentum, and larger tax refunds that could further stimulate the economy. If you want clear, unapologetic analysis of what these numbers actually mean—and where the U.S. economy could be headed next—Christian Briggs delivers it with precision and confidence.
Peter Tuchman reports from the NYSE after a wild week ending on Friday the 13th/Valentine's Day. He says the Dow closed up around 49,500, inching back toward 50,000 after Thursday's significant, broad-based selloff, while buyers stepped in with intent on solid volume (about 1.4B shares) and strong advances over declines. He notes transports and industrials were up, tech remained under pressure, and he discusses anxiety around the AI narrative while arguing the tech trade is pausing rather than broken. He adds CPI came in a bit lower than expected, earnings have been softer, and more clarity is needed from upcoming economic data, inflation/employment updates, interest-rate-cut expectations, and political headlines. He mentions gold and silver had surged then pulled back, crypto remains under pressure, and margin calls may be forcing some selling elsewhere. He closes with Valentine's Day wishes and a reminder that a three-day market closure can create added weekend uncertainty. 00:00 Einstein of Wall Street Intro from the NYSE Floor 00:50 Friday the 13th Market Close: Dow Near 50K, SPY Recap 01:13 Today's Bounce After the Selloff: Volume, Breadth & Sector Check 01:55 AI/Tech Anxiety vs. the Bigger Bull Narrative 03:17 What's Driving Uncertainty: CPI, Earnings, and Lack of Clarity 03:46 Looking Ahead: February Catalysts, Fed/White House Headlines 04:16 Gold, Silver, Crypto Pressure & Spillover Into Stocks 04:44 Valentine's Day Sign-Off + 3-Day Weekend Warning 05:20 Final Goodbye: Trade Like Einstein Closing Remarks All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.
Wall Street closed the week slightly higher, with the S&P 500 edging up as cooler US inflation offset weakness in tech. Treasury yields fell after the CPI reading kept hopes for Fed rate cuts alive, while Coinbase rebounded as Bitcoin surged to US$69,000. Elsewhere, European shares edged lower amid renewed concerns around AI valuations. In commodities, oil settled higher on optimism around the US inflation outlook, gold jumped more than 2% on rate-cut hopes, while iron ore slipped ahead of a holiday in China. Back home, Aussie shares are set to open higher ahead of a bumper week of earnings. 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.
Markets surge on strong jobs data, then tumble a day later as tech guidance, AI fears, and CPI expectations shake investors. The PBD Podcast breaks down volatility, VIX signals, long-term equity strategy, and why some are betting big on nuclear energy and AI power demand.
REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWhile the S&P has hit a new record high this year, it is having a difficult time rising back above 7,000.The technical action is weak, and the 20-Daily Moving Average is in danger of crossing below the 50-Daily Moving Average.Should that indeed happen, it substantially increases the odds of a further material decline.Will the market recover? Or will it roll-over?Portfolio manager Lance Roberts and I discuss the odds, as well as the the recent rise in volatility, the latest CPI inflation data, "financial nihilism", the implications of warmer US-Russia relations, the housing market, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.#marketcorrection #volatility #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
This week we examine the reassuring headlines in the employment and inflation reports, set against weakening retail sales and housing activity. On the surface, payroll growth and a softer CPI print suggested resilience. A closer look told a more fragile story. Nearly all net payroll gains were concentrated in health care and social services, leaving the broader labor market treading water. Inflation, meanwhile, cooled largely because of sharp month over month declines in energy and used vehicle prices. Strip out those volatile components and price pressures appear far less benign. Taken together, the data resemble a one legged stool. And investors seem to be taking note, as equities notched another negative week.
Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest level since March 2021. While the report strengthens the case for potential Fed rate cuts, it follows a robust labor market update earlier in the week, keeping policy expectations finely balanced. Equities struggled, with the Nasdaq dropping 2% amid fresh AI disruption fears despite Anthropic raising $30 billion at a $380 billion valuation. Meanwhile, China posted a record $242 billion current account surplus in Q4 2025, highlighting export resilience despite weak domestic demand. Oil slipped on reports that OPEC+ may resume production increases in April. Gold rebounded after briefly falling below $5,000 per ounce. The yen is on track for its strongest week in a year versus the dollar. In crypto, Bitcoin remains stable week-over-week. Coinbase shares rose despite a Q4 earnings miss, even as reports surfaced that CEO Brian Armstrong has sold roughly $500 million in stock over the past nine months. Several crypto CEOs, including leaders from Ripple, Gemini, Uniswap, and Chainlink, have joined the CFTC advisory group. A volatile week wraps with inflation cooling — but crosscurrents in AI, geopolitics, and liquidity remain firmly in play.
Together at last. In a rare joint performance, Dante and Matt join the Inside Economics crew to unpack January's jobs and CPI reports. The brief federal government shutdown delayed economic data releases a few days, which made for a loaded slate this week. Dante shares his impression of January's seemingly strong jobs report and then the team plays the stats game. A brief hiatus did not affect Marisa's ability to dominate. Matt then goes through the first inflation data of 2026, and where it looks like inflation is headed in the coming months.View the Full U.S. Macroeconomic Outlook Webinar here: https://events.moodys.com/ta6186-2026-bank-odwbn-mau28334-us-economic-outlook-q1View our AI generated paper here: https://www.economy.com/getfile?q=165AB685-ED95-43E8-8533-DA2CE131A01A&app=downloadHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The hosts reflect on surviving the “ninth worst” Bitcoin crash and the sharp one-day move from ~$70k to ~$60k, followed by a quick rebound into the high-$60ksJohn shares client sentiment: widespread “WTF” confusion, plus a growing chorus expecting another leg down—often a late-cycle/bottom-ish behavioral tellDiscussion of fear/greed collapsing to extreme levels and how prior bear-market patterns (e.g., late 2022) can rhyme without being predictiveInflation talk via multiple lenses: CPI vs PCE vs alternative real-time measures like Truflation, plus skepticism on CPI components (e.g., health insurance methodology)Macro implication: inflation appears to be cooling enough to give the Fed room for rate cuts, but Bitcoin can still rally even without a “big print”Lynn Alden clip reaction: Bitcoin bottoms tend to be slow, sideways, and buyer-rotation-driven rather than V-shaped without major stimulusAI as a potential catalyst and volatility driver across equities, with examples of major S&P names experiencing severe drawdowns amid uncertaintyTradFi signals: CFA Institute review of a Bitcoin book framed as an “intellectual curiosity” bridge for mainstream finance audiencesLightning Labs announcement: enabling AI agents to pay via Lightning, positioning Bitcoin rails as a native fit for autonomous software commerceQuick hits: quantum-resistance progress (BIP-360), Elon's “X Money” timeline, and “Bitcoin is dead” obituaries re-emerging as contrarian indicators ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
Andrew & Tom discuss this morning's CPI data, yesterday's 30-year auction, and RELX earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
The "Buy the Dip" mentality was put to the test this week. Host Mark Longo is joined by Dr. Russell Rhoads (the "Once, Future, and Present Dr. VIX") and Andrew Giovinazzi (The Rock Lobster) to break down a wild week that saw the VIX touch the 22 handle before a massive intraday reversal. In this episode, the crew dives into: The Volatility Review: Analyzing the impact of the rare midweek non-farm payrolls and the latest CPI data on market sentiment. AI Narrative Shift: Is the "AI is good for everything" bubble finally bursting? A look at multiple compression in the Mag Seven and the "Grizzly Adams" view of the market. Russell's Weekly Rundown: Dr. Russell Rhoads breaks down the "clown show" trades in the weeklies, the impact of the VIX bid-ask spread on morning spikes, and why the current correlation data suggests 2026 is behaving like a different beast. Crystal Ball: The team places their bets on where the VIX will settle next week as we head into a holiday-shortened trading session. Plus: A massive announcement regarding Vol Death Match 2.0: The Flow Master vs. Scott Nations. Find out how you can submit topics and judge the victor at TheOptionsInsider.com/pro . Check out Tastytrade: https://www.tastytrade.com/podcasts
Thursday's harsh selling took major indexes down as much as 2%, hurt by worries of AI substitution in many industries. CPI looms as the holiday weekend approaches.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0128-0226) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Chuck Zodda and Mike Armstrong break down the latest CPI report and what steady inflation means for the Fed in the months ahead. They also explore growing investor anxiety around AI-driven disruption, rising consumer debt concerns, and how policy proposals could impact markets and household finances.
Off the heels of the latest CPI data, Kevin Green says the January print is historically volatile but came in better than expected. He does discuss the lack of a volatility crush after a "good" report and underlines the lack of liquidity in today's session. He highlights the $26-$27 level on the VIX as one area to monitor to the upside. KG and Sam Vadas then dive into the AI narrative rolling around various sectors of the economy. He says to watch the financials stocks, below their collective 200-day moving average. Lastly, KG discusses the metals group with a report the Trump admin. will roll back aluminum and steel tariffs. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Yerbol Orynbayev, former governor of the World Bank, digs into the latest CPI report and the U.S. economy. He calls the report “good news” but says inflation and tariff risks remain. Reshoring manufacturing also boosts costs, which can lead to higher prices, he notes. “Stay alert and see how things play out,” he says. The fall in energy prices was the highlight of the report, he argues. Yerbol covers the potential for Fed rate cuts this year under Fed Chair nominee Kevin Warsh. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
A cooler-than-expected CPI print was helped by a sharp downturn in energy prices, according to Kevin Hincks. He explains why the 1.5% slide across the sector was so crucial, especially the 7% cut in gasoline prices for January. However, airfare prices up 6% showed a sticky spot. Looking to the weekend, Kevin urges investors to mind the elevated VIX and continuing software beatdown as signs of weakness. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Although the latest CPI report shows inflation cooling to 2.4%, Stephen Kates warns that underlying data—including high utility costs and a shelter inflation overhang—reveals potential traps for the Federal Reserve. Further pressure looms from trade policies and pending tariffs, which could keep goods prices elevated well into 2026. Ultimately, rising airfares and these delayed economic impacts suggest that declaring victory over inflation is currently premature.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Mabrouk Chetouane argues the U.S. economy is stronger than markets think, citing the CPI report from this morning along with recent labor data. However, more data over the next 3-4 months is needed to firmly establish a trend. Mabrouk is watching the Fed's moves closely, along with winners and losers in the AI sector.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Kevin Green says the Fed may focus more on March and April CPI data if the January numbers come in hot. However, he believes if the print comes in light and closer to the Cleveland Fed's estimates, a "risk on" mentality could return to the markets. KG races through earnings moves from Applied Materials (AMAT), Coinbase (COIN), and Arista Networks (ANET). For today's session, KG provides a wider range based off of the CPI data volatility potential. To the upside for the S&P 500 (SPX), he's watching 6900 with downside support near 6700.======== 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
Collin Martin says a 2.5% increase on the year-over-year core CPI data was good, but under the hood he says there was some not so nice things. He describes the short-term picture differentiating itself from the 12-month period. Collin adds that the bond market "clearly likes" the report, but believes the Fed will remain on hold for "the next few meetings." Charles Schwab's Michael Townsend agrees, saying the labor market and inflation data should have the Fed on pause until the summer. Mike adds that any changes from the Fed are unlikely until a new Fed Chair is in place. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Inflation is cooling, real wages are rising, and CNN is… depressed. In this clip, we break down the latest CPI numbers (2.4% headline, 2.5% core), why everyday Americans still feel squeezed at the grocery store, and the brutal moment a CNN “expert” can’t explain why Trump’s economy appears to be working. Plus: Hakeem Jeffries’ whiplash messaging, the 2021 comparison, and what it all means for the November midterms. SHOP OUR MERCH: https://store.townhallmedia.com/ BUY A LARRY MUG: https://store.townhallmedia.com/products/larry-mug Watch LARRY with Larry O'Connor LIVE — Monday-Thursday at 12PM Eastern on YouTube, Facebook, & Rumble! Find LARRY with Larry O'Connor wherever you get your podcasts! SPOTIFY: https://open.spotify.com/show/7i8F7K4fqIDmqZSIHJNhMh?si=814ce2f8478944c0&nd=1&dlsi=e799ca22e81b456f APPLE: https://podcasts.apple.com/us/podcast/larry/id1730596733 Become a Townhall VIP Member today and use promo code LARRY for 50% off: https://townhall.com/subscribe?tpcc=poddescription https://townhall.com/ https://rumble.com/c/c-5769468 https://www.facebook.com/townhallcom/ https://www.instagram.com/townhallmedia/ https://twitter.com/townhallcomBecome a Townhall VIP member with promo code "LARRY": https://townhall.com/subscribeSee omnystudio.com/listener for privacy information.
SUMMARY DEL SHOW Futuros mixtos en modo “esperar y ver” antes del CPI de enero; un dato más frío apoyaría acciones, uno más caliente puede disparar tasas y volatilidad. $PLTR recibe autorización clave de DISA que amplía uso en defensa a entornos físicos y tácticos; el debate de valuación sigue vivo. EE. UU. y Taiwán firman acuerdo comercial con aranceles al 15% y compromiso de compras; Trump evalúa aliviar aranceles en acero y aluminio.
The Alan Sanders Show dives into the latest headlines: January 2026 CPI report shows inflation cooling to 2.4% year-over-year (down from 2.7%, below expectations), offering economic relief. We expose Democrat claims and opposition surrounding the SAVE Act voter integrity bill. Breaking updates on the DOJ's controversial tracking of lawmakers' access to unredacted Epstein files under the Transparency Act and more Leftists are caught in the backlash. Plus, why the so-called CO2 "crisis" is over-hyped and ending. Straight talk, no spin where truth matters. Subscribe for more! Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR, TRUTH Social, TikTok, YouTube and Rumble by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!
What happens if tariffs reshape the U.S. deficit, AI runs procurement, and humanoid robots stock your warehouse, all at the same time?In this episode of Around the Horn in Wholesale Distribution, Kevin Brown and Tom Burton break down the Supreme Court tariff ruling uncertainty, rising GDP versus “vibecession” sentiment, AI-driven commerce protocols, Amazon's data marketplace strategy, robotics in warehouse operations, and the accelerating consolidation in building materials distribution.What You'll Learn:Why the Supreme Court's pending tariff decision could reshape trade policy, inflation, and the federal deficitWhat “vibecession” means — and why consumer sentiment doesn't match GDP growthHow Amazon's AI content marketplace and Universal Commerce Protocol could redefine B2B eCommerceWhy structured data architecture matters more than “just building a data lake”How robotics, shelf-scanning AI, and humanoid automation will transform warehouse operationsWhat QXO's $2.25B Kodiak acquisition signals about consolidation in building materials distributionEpisode Highlights:03:40 – Tariff revenue surges 300% and the Supreme Court uncertainty12:15 – Inflation data, CPI trends, and the economic impact of tariff refunds21:30 – Consumer sentiment vs. GDP growth: understanding the “vibecession”33:45 – Amazon's AI content marketplace and the future of proprietary data monetization45:10 – Universal Commerce Protocol and AI agents completing complex B2B orders58:20 – Data lakes vs. data readiness: why structure, governance, and context matter01:07:35 – Robotics in wholesale distribution: shelf-scanning AI and warehouse gamification01:18:50 – QXO acquires Kodiak Building Partners: what consolidation means for distributors01:28:15 – Leadership insights: communication phrases that strengthen teamsTools, Frameworks, and Strategies Mentioned:Unified data platforms for wholesale distributionSmart CRM and aggregated ERP integrationAI-driven commerce and machine-readable product dataData lakes vs. structured data architectureWarehouse gamification performance dashboardsAI shelf-scanning roboticsUniversal Commerce Protocol for agentic B2B transactionsClosing Insight:“The longer uncertainty lingers, the more strategic clarity matters.”Tariffs, AI, robotics, consolidation, none of it is slowing down. The distributors and manufacturers who win in this environment will not be the ones waiting for perfect conditions. They'll be the ones building structured data foundations, modernizing commerce workflows, and preparing for AI-native operations today.Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.
The "Buy the Dip" mentality was put to the test this week. Host Mark Longo is joined by Dr. Russell Rhoads (the "Once, Future, and Present Dr. VIX") and Andrew Giovinazzi (The Rock Lobster) to break down a wild week that saw the VIX touch the 22 handle before a massive intraday reversal. In this episode, the crew dives into: The Volatility Review: Analyzing the impact of the rare midweek non-farm payrolls and the latest CPI data on market sentiment. AI Narrative Shift: Is the "AI is good for everything" bubble finally bursting? A look at multiple compression in the Mag Seven and the "Grizzly Adams" view of the market. Russell's Weekly Rundown: Dr. Russell Rhoads breaks down the "clown show" trades in the weeklies, the impact of the VIX bid-ask spread on morning spikes, and why the current correlation data suggests 2026 is behaving like a different beast. Crystal Ball: The team places their bets on where the VIX will settle next week as we head into a holiday-shortened trading session. Plus: A massive announcement regarding Vol Death Match 2.0: The Flow Master vs. Scott Nations. Find out how you can submit topics and judge the victor at TheOptionsInsider.com/pro . Check out Tastytrade: https://www.tastytrade.com/podcasts
Inflation just shocked the market.The latest CPI report came in at 2.4%, lower than expected — while the jobs market remains strong and unemployment stays low.So now the big question:
Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI's All-World index is trading near record highs, while South Korea's Kospi has crossed 5,500 for the first time. Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve's June decision. CME FedWatch odds for a rate hold have climbed to 40%. In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion. In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing. A busy macro backdrop with institutional crypto developments accelerating beneath the surface.
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here. Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year). Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Marketing agressivo de “oportunidade de investimento imobiliário” num modelo que escapa à fiscalização da CVM (Comissão de Valores Mobiliários). Oferta de imóveis sem memorial de incorporação imobiliária, documento público obrigatório que deve ser registrado antes do início da venda de unidades.Dribles na política habitacional com studios de cerca de 20 m2 com “áreas instagramáveis” voltados para Airbnb. Neste episódio do podcast UOL Prime, as repórteres Adriana Ferraz e Juliana Sayuri detalham a José Roberto de Toledo os bastidores de uma investigação sobre os truques de construtoras que acabaram se tornando alvo de ações, inquéritos e até CPI. Entre elas, a incorporadora Vitacon e a startup Housi, do empresário Alexandre Frankel. #uolprime #PodcastUOLPrime
Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McDonald's and await Friday's CPI.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0128-0226) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Liz Ann Sonders with @CharlesSchwab says AI is passing the "create" and "cultivate" phases and moving into what she calls the "cascade" effect. She talks about how expectations and profits play a key role in the trade's forward momentum. As for what's ahead, Cooper Howard highlights Friday's CPI report and why investors need to look beyond the headline number. He notes bond volatility remains unseasonably low. ======== 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
In this episode of Dividend Cafe, Brian Szytel provides an update on a mixed market day with little movement in the indices. The DOW dropped by 66 points, the S&P was flat, and the Nasdaq saw a slight decrease. Bond yields rose following a strong non-farm payroll report, which showed 130,000 new jobs against an expected 55,000, led by the healthcare sector. The unemployment rate also decreased to 4.3%, while hourly wages grew by 0.4% for January, totaling a 3.7% year-over-year increase. Labor force participation ticked up to 62.5%. Szytel addresses questions about inflation perceptions versus reported CPI, explaining the difference between disinflation and deflation. He concludes with a reminder that good news should be seen positively and notes market reactions to Federal Reserve rate expectations. 00:00 Introduction and Market Overview 00:27 Employment Report Insights 01:25 Labor Force Participation Trends 04:00 Inflation and Personal Experience 05:20 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
In this episode of Dividend Cafe, Brian Szytel covers the market performance on February 10th, highlighting mixed results with slight gains in the DOW and declines in the S&P and NASDAQ. He discusses significant moves in the bond market, including a drop in 10-year Treasury rates, and comments on the anticipated impacts of incoming Fed Chair Kevin Walsh. Szytel also reviews economic data, noting a lower-than-expected Small Businesses Optimism Survey and flat retail sales for December. He touches on the potential effects of upcoming CPI data and AI-related market volatility, projecting that AI will be a transformative technology despite the current volatility in its investment landscape. 00:00 Introduction and Market Overview 00:34 Bond Market Movements 01:29 Economic Data Insights 02:37 Upcoming CPI Report 04:00 AI Volatility Discussion 05:06 Conclusion and Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Global equity markets are trading at record highs, led by another rally in Japan's Nikkei, now up more than 11% year to date following Prime Minister Sanae Takaichi's decisive election victory. In the U.S., the Dow closed at an all-time high, while the Nasdaq stabilized after last week's tech selloff. The dollar remains soft, particularly against the yen, as investors await key U.S. economic data this week — retail sales, delayed non-farm payrolls, and CPI. The White House is managing expectations for slowing job growth, echoing recent comments from Fed Chair Jerome Powell about weakening labor supply and demand. In Europe, France's unemployment rate rose to 7.9%, its highest since 2021. Meanwhile, Bitcoin spot ETFs posted their first two consecutive days of net inflows since mid-January, bringing in more than $500 million. South Korea is investigating a reported $40 billion “fat-finger” crypto distribution error at Bithumb.