Podcasts about cpi

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Statistic to indicate the change in typical household expenditure

  • 1,424PODCASTS
  • 6,576EPISODES
  • 29mAVG DURATION
  • 2DAILY NEW EPISODES
  • Jul 1, 2022LATEST
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Best podcasts about cpi

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Latest podcast episodes about cpi

Russell Investments
Q2 earnings season preview: Key watchpoints for markets

Russell Investments

Play Episode Listen Later Jul 1, 2022 4:06


In the latest podcast update:•Markets see-saw on inflation reports, economic data releases•Three reasons why Q2 earnings season could be challenging•June employment report, CPI reading loom large for U.S. marketsIMPORTANT DISCLOSURE:These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.The S&P 500® Index, or the Standard & Poor's 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.The MSCI AC (All Country) World Index: Captures large and mid-cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 2,791 constituents, the index covers approximately 85% of the global investable equity opportunity set.The FTSE 100 is a market-capitalization weighted index of UK-listed blue chip companies.With a fixed number of 600 components, the STOXX® Europe 600 Index represents large, mid and small capitalization companies across 17 countries of the European region: Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Poland, Portugal, Spain, Sweden, Switzerland and the United Kingdom. It is derived from the STOXX® Europe Total Market Index (TMI) and is a subset of the STOXX® Global 1800 Index.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2022. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12077Date of first use July, 2022

HPS Macrocast
Inflation Data: America's National Treasure

HPS Macrocast

Play Episode Listen Later Jul 1, 2022 38:12


On today's Macrocast, Tony and Brendan are joined by guest Matt Dell Orfano, Founder of Telamonius Ventures, as they take a look at inflation measures like CPI and PPI to tell the story behind the numbers. The group looks at trends in housing, supply chain, and trade to parse where we're headed and what these indices show for both consumers and policymakers. Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.

RenMac Off-Script
RenMac Off-Script: Recession Preferable To Inflation

RenMac Off-Script

Play Episode Listen Later Jul 1, 2022 14:42


The RenMac team discusses Powell's preference for a recession rather than an inflation policy mistake, the Fed's preferred PCE measure running much lower than CPI, reading the reaction function of the Fed, the potential for a political pause or a lower rate hike pre-Midterm, a Supreme Court setback for ESG investors, handicapping the 2022 midterms, and why healthcare remains a good defensive play.

revista piauí
#207: Voto impresso em papel-moeda

revista piauí

Play Episode Listen Later Jul 1, 2022 53:46


Fernando de Barros e Silva, José Roberto de Toledo e Thais Bilenky falam sobre as denúncias de assédio moral e sexual contra o ex-presidente da Caixa Pedro Guimarães e sobre os números do Anuário Brasileiro de Segurança Pública. O trio também comenta o pedido de instalação de uma CPI para investigar o esquema dos pastores do MEC, a interferência de Bolsonaro na prisão de Milton Ribeiro e a articulação no Congresso para aprovar um pacote de benefícios sociais que melhorem a popularidade do governo. Acesse https://mubi.com/promos/foro e assista ao melhor cinema por 30 dias grátis! Escalada: 00:00 1º bloco: 04:15 2º bloco: 22:40 3º bloco: 35:10 Kinder Ovo: 47:27 Correio Elegante: 49:28 Créditos: 52:24 Bloco 1: Mulheres em risco Depois de uma série de denúncias de assédio moral e sexual feitas por um grupo de funcionárias da Caixa, Pedro Guimarães renunciou à presidência do banco estatal e, em seu lugar, Bolsonaro nomeou Daniella Marques, “braço direito” de Paulo Guedes. As vítimas relataram toques íntimos não autorizados, abordagens inadequadas e convites indevidos de Guimarães. Segundo o Anuário de Segurança Pública, em 2021, 66 mil mulheres foram estupradas, o equivalente a mais de oito estupros por hora. Bloco 2: Interferência de Bolsonaro A oposição protocolou no Senado o pedido de criação de uma CPI para investigar denúncias de corrupção e tráfico de influência no Ministério da Educação durante a gestão do ex-ministro Milton Ribeiro. Para tentar barrar a abertura da comissão, o governo vem liberando rios de dinheiro em emendas – em apenas dois dias, mais de 3,2 bilhões de reais foram distribuídos para os parlamentares. Bloco 3: Cova orçamentária para 2023 Com o ex-presidente Lula liderando as pesquisas, parlamentares do Arenão se articulam para ampliar o poder sobre o Orçamento e tornar a liberação das emendas de relator uma obrigatoriedade. Além disso, a base de Bolsonaro tenta aprovar uma Proposta de Emenda à Constituição que cria e amplia benefícios sociais a menos de cem dias das eleições. Para acessar reportagens citadas nesse episódio: https://piaui.co/3bKLY40 ​​​​​​​​​​Assista aos bastidores da gravação: https://piaui.co/ftprivilegiado​ ​​​​​Aqui, uma playlist com todos os episódios do Foro: https://piaui.co/playlistforo​ ​​​​​​​​​​O Foro de Teresina é o podcast de política da revista piauí, que vai ao ar todas as sextas-feiras, a partir das 11h. O programa é uma produção da Rádio Novelo para a revista piauí. Ouça também os outros podcasts da piauí: o Luz no fim da quarentena, sobre o que a ciência está descobrindo a respeito da pandemia de covid-19 (https://piaui.co/playlistquarentena​​), o Maria vai com as outras, sobre mulheres e mercado de trabalho (https://piaui.co/playlistmaria​​​​​​​​​), e A Terra é redonda, sobre ciência e meio ambiente (https://piaui.co/playlistaterra​​​​​​). Apresentação: Fernando de Barros e Silva, José Roberto de Toledo e Thais Bilenky Coordenação geral: Paula Scarpin Direção: Mari Faria Edição: Claudia Holanda e Tiago Picado Produção: Marcos Amorozo Apoio de produção: Clara Rellstab Produção musical, finalização e mixagem: João Jabace Música tema: Wânya Sales e Beto Boreno Identidade visual: João Brizzi Ilustração: Fernando Carvall Teaser (Foro Privilegiado): Mari Faria Distribuição: Marcella Ramos Coordenação digital: Juliana Jaeger e FêCris Vasconcellos Checagem: João Felipe Carvalho Para falar com a equipe: forodeteresina@revistapiaui.com.br

Foro de Teresina
#207: Voto impresso em papel-moeda

Foro de Teresina

Play Episode Listen Later Jul 1, 2022 53:44


Fernando de Barros e Silva, José Roberto de Toledo e Thais Bilenky falam sobre as denúncias de assédio moral e sexual contra o ex-presidente da Caixa Pedro Guimarães e sobre os números do Anuário Brasileiro de Segurança Pública. O trio também comenta o pedido de instalação de uma CPI para investigar o esquema dos pastores do MEC, a interferência de Bolsonaro na prisão de Milton Ribeiro e a articulação no Congresso para aprovar um pacote de benefícios sociais que melhorem a popularidade do governo. Acesse mubi.com/foro e assista ao melhor cinema por 30 dias grátis!

Itaú Morning Call
01/07/22 | Senado aprova PEC dos benefícios sociais, que segue para a Câmara

Itaú Morning Call

Play Episode Listen Later Jul 1, 2022 5:26


MIDCast
S05E21 - Miragem, CPI do MEC e Filme do Marreco | MIDCast Política

MIDCast

Play Episode Listen Later Jul 1, 2022 112:18


Nessa semana falamos sobre o novo presidente da Petrobras, as novas medidas eleitoreiras do governo miragem, mais um mimimi dos milicos, tentativa de blindagem do fungo presidencial, orçamento secreto impositivo, as absurdas ameaças de Rodrigo Amorim, Milton Ribeiro preso, CPI do MEC, o filme do marreco que queremos, recado pra Ciro Gomes e muito mais.Colabore com o nosso trabalho através do PicPay ou Padrim. PARTICIPANTES:------------------Ana Raíssa - https://twitter.com/annarraissaRodrigo Hipólito - http://twitter.com/lhamanalamaVictor Sousa - http://twitter.com/erro500 COMENTADO NO EPISÓDIO------------------A sanção da lei sobre limite do ICMSNovo presidente da PetrobrasPor 9 a 2, STF torna ex-deputado federal Roberto Jefferson réuA notícia-crime mimizenta dos milicos | resposta do CiroA tentativa de blindagem do fungo presidencialSTJ aplica derrota a Deltan Dallagnol e reativa apuração do TCUO orçamento secreto impositivoA ameaça absurda de Rodrigo AmorimMilton Ribeiro preso pela PF | desembargador manda soltarProtocolada a CPI do MECPropina para encontro com ministroO pressentimento do fungo presidencialDelegado do caso troca de coordenaçãoNão foi corrupção como nos governos anteriores, talquei?A saga do marreco … que lidera pesquisa na República de CuritibaA assessora de Simone TebetO acordo entre Haddad e França. Será?O desespero eleitoral do fungo presidencialE a mensagem golpista via zap zapBraga Bosta Netto de vicePesquisa DataFolha - 21 e 22/06 DICAS CULTURAIS------------------[série] Breaking Bad[filme] El Camino[podcast] Tempo quente[filme] Everything Everywhere All At Once (2022)[curta] TUPANANCHISKAMA (2022) - com audiodescrição[livro] Tupinilândia – Samir Machado de Machado Tem algum feedback sobre o episódio?------------------E-mail: podcastmid@gmail.comTwitter: @podcastmidInstagram: @podcastmid

The Jeff Oravits Show Podcast
#1411: SCOTUS wrong on stay in Mexico, right on EPA + Who's Halsey + Matt Salmon + Glenn Leest on tough market and inflation.

The Jeff Oravits Show Podcast

Play Episode Listen Later Jul 1, 2022 74:08


SCOTUS wrong on stay in Mexico, right on EPA + Who's Halsey + Matt Salmon + Glenn Leest on tough market and inflation. #1411: Thursday, June 30, 2022   SCOTUS rules on EPA powers, AOC is clueless, 0:00-17:38 AG Brnovich says abortion illegal in AZ, states with higher gun ownership do not correlate to more gun murders (we knew that) and some home prices going down!   A market update with Glenn Leest talking about the markets worst half year in 5 years 17:39-35:48 plus Glenn talks about another high CPI report, interest rates possibly heading up another 3/4% and more.    Jeff's never heard of Halsey 35:49-43:24  who goes by she/they and had some in her recent Arizona concert leave while she voiced her views on abortion and frustration over SCOTUS. Jeff says there's a real market for companies to cater to conservative values as he continues to divest from crazy!   Jeff talks with Matt Salmon 43:25-63:41 about why he dropped out of the AZ Governors race and why he's supporting Karrin Taylor Robson. Plus Jeff cites the 10th Amendment and how SCOTUS got it right.   SCOTUS gets stay in Mexico wrong but Jeff's not burning anything down over it 63:42-74:08 and Jeff reads a great comment from Nancy.

Primary Vision Network
THE ECONOMY - Global Stagflation Starting to Emerge, When Will Deflation Emerge in the U.S.?, Leading Indicators Showing Contraction in Q3, Economic Data Getting Ugly, China Data Shows a Bounce, But Will it Last?

Primary Vision Network

Play Episode Listen Later Jun 30, 2022 103:53


/// Get The National Frac Spread Count on Friday! Primary Vision is now offering a subscription service to the Primary Vision Research Portal with both complimentary and paid tiers available. The complimentary tier will offer access to our YouTube content, program highlights and our National Frac Spread Count. The paid tiers will offer access to our commentary, insights, data, Frac Spread Count products and so much more in the coming months.Get started today: primaryvision.co

Thoughts on the Market
Jonathan Garner: Why Japan Should Have Investors' Attention

Thoughts on the Market

Play Episode Listen Later Jun 30, 2022 4:15


As the risks to international economic growth increase, global investors may find some good news in the Japanese equities market. -----Transcript-----Welcome to Thoughts on the Market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Markets Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'll be reflecting on a recent visit to Japan. It's Thursday, June the 30th, at 1 p.m. in London. I spent two weeks in Tokyo meeting with a wide range of market participants and others. This trip came together as Japan opened up to business visitors and small groups of tourists, after a lengthy period of COVID related travel restrictions. Japan equities - currency hedged for the U.S. dollar based investor - are our top pick in global equities and have been doing well this year relative to other markets. My first impression was how cheap prices in Japan now are at the current exchange rate of ¥135 to the U.S. dollar. For example, a simple metro journey in the inner core of Tokyo is priced at ¥140, so almost exactly $1 USD currently. It's possible to get a delicious lunchtime meal of teriyaki salmon, rice, pickles, miso soup and a soft drink in one of the numerous small cafes under the giant urban skyscrapers of the Central District of Marinucci for ¥1,000 or even lower. So that's about $6 to $7 USD currently. We feel this competitive exchange rate bodes well for the major Japanese industrial, technology and pharmaceutical firms, which dominate the Japan equity market as they compete globally. Indeed, the currency at these levels is one of the reasons that earnings revisions estimates, by bottom up analysts covering these companies, continue to move higher. Unlike the overall situation in global equities currently. In meetings, I was often asked whether we shared some of the concerns which have been voiced by some commentators on the Bank of Japan's monetary policy stance. The Monetary Policy Committee meeting for June was held during my trip, and the Bank of Japan kept its short term policy rate at -0.1% and also reiterated its pledge to guide the ten year government bond yield at +/- 25 basis points around a target of zero. Clearly, this monetary policy is divergent with trends elsewhere in the world currently and in particularly with the U.S. And this divergence is a key reason why the yen has been weakening this year. We at Morgan Stanley feel strongly that this approach is the right one for Japan, for one key reason. Unlike the U.S., UK or other advanced economies, Japan's inflation rate remains in line with policy goals. Headline CPI inflation is running at just 2.5% year on year, while CPI ex food and energy is 0.8%. Japan does not have a breakout to the upside in wage inflation either. We also think BOJ Governor Kuroda-san was correct in identifying downside risks to international economic growth as a risk factor for Japan's own GDP growth going forward, which at the moment we think is likely to track at around 2% this year. During our trip, we also spent time with investors discussing Japan Prime Minister Kishida-san's modifications to the policies of his two predecessors, in particular around a more redistributive approach to fiscal policy and digitalization of the public sector. The trend to greater corporate engagement with minority investors and activist investors was also debated. Japan is now the second largest market globally after the US for activist investor campaigns to promote corporate restructuring, thereby unlocking shareholder value. For us. Ultimately, the proof of the pudding, and how the Japan story all comes together, is the trend in corporate return on equity for listed equities. This has risen from less than 5% on average in the 20 years prior to Abe-san's premiership to above 10% currently. And it's now converged with two key North Asian peers; China and Korea. With Japan equities trading at the low end of the valuation range for the last 10 years, below 12 x forward price to earnings multiple, we think it's a market which deserves more attention from global investors. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

Financial Safari with Coach Pete
Confusions about Cost of Living

Financial Safari with Coach Pete

Play Episode Listen Later Jun 30, 2022 14:47


CPI, PPI, oh my, oh my! Are you wondering how to navigate all these 3 letter acronyms you see on financial news? Coach Pete D'Arruda is in the studio, breaking down how to understand Price Indexes and what it'll mean to you, going into retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Colunistas Eldorado Estadão
Eliane: "O Governo tende a lavar as mãos se houver tumulto de rua pela eleição"

Colunistas Eldorado Estadão

Play Episode Listen Later Jun 30, 2022 17:43


O escândalo das denúncias contra Pedro Guimarães, de assédio sexual, vem à tona numa sequência de péssimas notícias para o presidente Bolsonaro em várias áreas, enquanto a CPI do Ministério da Educação avança. Sobre o assunto, Eliane diz: "Quem disputa reeleição é vidraça - tudo que acontece no governo acaba respingando sobre o candidato. Então tem a situação econômica, o assassinado de Dom Phillips e Bruno Pereira e, agora, tem o pastor, ex ministro do MEC, preso, além de Pedro Guimarães caindo. E o pior: o governo sabia". Coordenador da campanha à reeleição de Jair Bolsonaro (PL), o senador Flávio Bolsonaro (PL-RJ) afirmou que o presidente não terá como controlar uma eventual reação violenta de apoiadores que contestem o resultado das urnas. Flávio não quis confirmar se Bolsonaro reconheceria uma derrota, mas negou que planeje estimular um levante. “Algo incentivado pelo presidente Bolsonaro, a chance é zero”, disse ele em entrevista ao Estadão. "O Governo, no mínimo, tende a lavar as mãos se houver tumulto de rua dependendo do resultado da eleição", opina Cantanhêde. See omnystudio.com/listener for privacy information.

Itaú Morning Call
30/06/22 | PEC sobre benefícios sociais pode ser votada hoje no Senado

Itaú Morning Call

Play Episode Listen Later Jun 30, 2022 4:07


Coffee Talk With John Papaloni
Interview with Dan Rochon - Realtor, Coach & Entrepreneur - EP_112

Coffee Talk With John Papaloni

Play Episode Listen Later Jun 30, 2022 49:46


Interview with Dan Rochon - Realtor, Coach & Entrepreneur - EP_112 "Dan Rochon is the Head Coach and Visionary at Greetings Virginia Sales Network. He is also the author of Real Estate Evolution: The Ten Step Guide to CPI for Real Estate Agents and host of The CPI Community Podcast. Having seen hundreds of agents fail in this business, Dan is passionate about helping people not only stay in the business but thrive in it."

Home Building Hero
Amazing shift in living arrangements for 25-34 year olds

Home Building Hero

Play Episode Listen Later Jun 29, 2022 19:26


Living arrangements and lifestyle preferences have changed a ton over the years, especially for young adults. We explore a recent study and graph that showcases how different their living arrangements have become. We also share a stunning graph on how drastic CPI has changed recently. This may give you some insight into consumer behavior in the near future. Thanks for listening! Have a comment, potential guest, idea for topic, or want to sponsor our show? Email: homebuildinghero@yahoo.com Twitter: @building_hero Facebook: www.facebook.com/homebuildinghero Instagram: @homebuildinghero Thanks to our studio sponsor LP Building Solutions! To learn more about my homes visit Belman Homes and When you have a moment, pick up a copy of my new Amazon Best Selling book "Leadership Growth Hacks" at https://amzn.to/2ZBRuN3

Colunistas Eldorado Estadão
Moura Brasil: Bolsonaro acuado com CPI do MEC e assédio na Caixa

Colunistas Eldorado Estadão

Play Episode Listen Later Jun 29, 2022 19:00


Na edição desta quarta, o jornalista Felipe Moura Brasil analisa a protocolação do pedido de abertura de uma CPI do Ministério da Educação; como, agora, a decisão cabe ao presidente do Senado, Rodrigo Pacheco e, ainda, a suspeita de interferência na investigação da Polícia Federal. Também comenta as denúncias de assédio sexual contra o presidente da Caixa Econômica Federal, Pedro Guimarães.  O colunista discute os principais temas que rondam o noticiário político do País, de segunda a sexta, às 07h35, no Jornal Eldorado. See omnystudio.com/listener for privacy information.

Itaú Morning Call
29/06/22 | Relator apresenta parecer sobre projeto que aumenta valor de benefícios sociais

Itaú Morning Call

Play Episode Listen Later Jun 29, 2022 4:06


O Assunto
MEC: corrupção, acobertamento e CPI

O Assunto

Play Episode Listen Later Jun 29, 2022 26:59


O que começou como denúncia de um esquema de pastores com trânsito no Palácio do Planalto para traficar recursos da educação virou, três meses depois, um pedido de investigação sobre a conduta do presidente da República. E ameaça se transformar em mais uma Comissão Parlamentar de Inquérito no caminho dele - desta vez, a pouca distância das eleições de outubro. Neste episódio, Renata Lo Prete recebe os jornalistas Vera Magalhães e Bruno Tavares. O repórter da TV Globo, primeiro a revelar ligações telefônicas em que o ex-ministro Milton Ribeiro afirma ter sido alertado por Jair Bolsonaro da iminência da operação da PF na qual seria preso, detalha a origem e o alcance das escutas (mais de 1.700 áudios) captadas com autorização da Justiça. Ele também lembra o que acontece agora que a ministra do Supremo Carmem Lúcia acionou a PGR: “Augusto Aras vê elementos para investigar Bolsonaro? Isso terá que ser dito”. Na conversa com Renata Lo Prete, Vera é cética quanto às chances de o procurador-geral se mexer. Ainda assim, “essa apuração sobre vazamento de informações e obstrução do trabalho da polícia tem potencial de estrago para Bolsonaro”, avalia a colunista do jornal O Globo, comentarista da rádio CBN e apresentadora do programa Roda Viva, da TV Cultura. A partir da apresentação, nesta terça-feira, do pedido de abertura da CPI do MEC, Vera diz o que esperar do presidente do Senado, Rodrigo Pacheco (PSD-MG), de quem depende a instalação. Analisa ainda as movimentações dos governistas para evitar ou, no mínimo, empurrar ao máximo o início dos trabalhos da comissão.

Alexandre Garcia - Vozes - Gazeta do Povo
CPI eleitoreira tira o lugar da investigação que realmente precisa ser feita

Alexandre Garcia - Vozes - Gazeta do Povo

Play Episode Listen Later Jun 29, 2022 4:03


Abriram a CPI da Covid, como agora querem a CPI do MEC, e quem ficou para trás? O primeiro lugar da fila, a CPI das ONGs da Amazônia, que está pronta para começar desde o fim de agosto de 2019.

Rádio Gaúcha
Pedido para CPI do MEC, nova Cadeia Pública de Porto Alegre e mais destaques

Rádio Gaúcha

Play Episode Listen Later Jun 28, 2022 4:34


Oposição protocola pedido no Senado para abertura da CPI do MEC. Piratini autoriza início das obras da nova Cadeia Pública de Porto Alegre. Governo federal quer usar 54 bilhões de reais de receita extra com BNDES para bancar pacote de benefícios sociais. Réus do Caso Becker serão julgados quase 14 anos depois do crime. Dupla Gre-Nal foi às redes sociais defender o combate ao preconceito no Dia do Orgulho LGBT+

Rádio PT
JEAN PAUL PRATES - CPI DO MEC (28-06-22)

Rádio PT

Play Episode Listen Later Jun 28, 2022 2:07


Líder da minoria no Senado, senador Jean Paul Prates (PT-RN), participou de coletiva nesta terça-feira, 28, em que foi anunciado o protocolo de requerimento para criação da CPI do MEC, que já conta com 31 assinaturas, podendo ter ainda mais adesões. Segundo o senador, todos os pré-requisitos para a instalação da CPI foram preenchidos. . radio.pt.org.br

Economic Ninja
Russia Defaults On On Bond Payment & G7 Stops Russian Gold Imports As SHTF 2022

Economic Ninja

Play Episode Listen Later Jun 28, 2022 10:54


Russia Defaults On On Bond Payment & G7 Stops Russian Gold Imports As SHTF 2022 . Why Is Gold Up As The Stock Market Crashes &DXY Hits A 20 Year High. Some people are asking will gold price increase or will gold price go down ? Are gold prices high right now or why gold why now ? Prep now before SHTF in 2022 . The CPI is lame, which inflation rate to use is the real question & how inflation works or why inflation happens is what you need to understand. Don't believe the Government inflation metric called the CPI . Prepping for a downturn is the smart move now. Prep now before SHTF in 2022 . https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmE0bXVoTjhGbGNSMHNxMm5sTXpsdVNjMmYzUXxBQ3Jtc0ttaG4wTFl5cEhieGlmWktNaUhwMU05U0RsWmtUdWNxRUdzZWE4ZmNGWlk4dWpISWFDRnZzUHVIZV9lYTFUYk5CX09tOTEyV1hmVzNYUkxnU3pXejluc3QwMmJlNklGT2FQS21CVEFKd0Y4emhCTDRDUQ&q=https%3A%2F%2Fwww.cnbc.com%2F2022%2F06%2F27%2Frussia-on-the-brink-of-historic-debt-default-as-payment-period-expires.html&v=4abb6WazPBQ https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2kzRW1sdzRTVG04dmNQaTVZbWpXTUVMQnFmZ3xBQ3Jtc0tteWVxZWRETGZzbTg1TVFoMC0zek9KZUFyYjdhWWs5TzlPekExNFIwZG1fMERaTTZ0ZjBWa0N3a0hXNUVoMEtLcU85YkFvMTN2VDJsaEJTLWZpQ3BiSGgtYUpaU0RhaGotV0lGeFFGR2NXYUxvamUyYw&q=https%3A%2F%2Fwww.cnbc.com%2F2022%2F06%2F27%2Fgold-rises-as-g7-nations-plan-to-ban-bullion-imports-from-russia.html&v=4abb6WazPBQ

Itaú Morning Call
28/06/22 | Estados começam a implementar reduções de ICMS do PLP18

Itaú Morning Call

Play Episode Listen Later Jun 28, 2022 5:36


Say Hi to Money
Don't Play the Blame Game - Should You Buy an EV?

Say Hi to Money

Play Episode Listen Later Jun 28, 2022 25:58


Don't Play the Blame Game. We discuss CPI and PPI and whether you should buy an Electric Vehicle. Know the numbers and draw your own conclusions. Resources: See If You Can Save on Your Cellphone Bill*: https://puretalkusa.com/r/5fb32901 Schedule Free Financial Coaching www.RFinances.com Get Your Book to Learn the Basics of Money: https://amzn.to/3lJCcke Join our Facebook Group for a Weekly FB Live and Daily Tips: https://www.facebook.com/groups/sayhitomoney *This is a referral program through Puretalk – If you switch to Puretalk you and I will receive a $20 credit on our monthly bill.

Itaú Morning Call
27/06/22 | Relator deve apresentar parecer com mudanças na PEC 16 hoje à tarde

Itaú Morning Call

Play Episode Listen Later Jun 27, 2022 4:50


Alexandre Garcia - Vozes - Gazeta do Povo
Que fim levou a CPI das ONGs na Amazônia no Senado Federal

Alexandre Garcia - Vozes - Gazeta do Povo

Play Episode Listen Later Jun 27, 2022 4:55


Alexandre Garcia indaga o que aconteceu com a CPI das ONGs da Amazônia, que estava pronta para ser instalada no Senado Federal, mas até agora não foi

華視三國演議
美國通膨創新高|財政失控釀大禍|#程曉農 #矢板明夫 #汪浩|@華視三國演議|20220625

華視三國演議

Play Episode Listen Later Jun 25, 2022 56:01


美國5月CPI衝上40年新高,通貨膨脹飆漲超乎預期,Fed暴力升息快又猛,各國央行連鎖效應,恐對全球經濟帶來衝擊。美國總統拜登也坦承「通膨恐持續一段時間」,而通膨究竟誰造成?拜登怪普丁、怪疫情,但輿論直指拜登政府大灑幣,也是導致美國通膨失控的原因之一。經濟專家程曉農指出、美國左派政權當道、堅持不正確的「政治正確」所造成的結構性通膨將更難解! 另外、中國國務院總理李克強在十萬人視訊大會表示,中央和地方的財政緊張,現在美元升息、美匯上漲、全球金融危機對中國經濟會造成什麼影響?精彩訪談內容,請鎖定@華視三國演議! 本集來賓:#程曉農 #矢板明夫 主持人:#汪浩 以上言論不代表本台立場 #通膨 #政治正確 #拜登 #Fed 電視播出時間

雪球·财经有深度
1815.以资本开支的视角看待商品大周期(上)

雪球·财经有深度

Play Episode Listen Later Jun 25, 2022 7:45


欢迎收听雪球和喜马拉雅联合出品的财经有深度,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。听众朋友们大家好,我是主播匪石-34,今天分享的内容叫以资本开支的视角看待商品大周期,来自日新客。1.我们处于大宗商品周期的什么阶段?自去年买入能源类股票以来,我经常被问到这些问题:现在对大宗商品进行投资是不是太晚了?大宗商品顶部靠近了吗?我应该现在就清仓吗?这轮大宗商品的牛市结束了吗?由于我早早地被煤炭板块甩下了车,并且发现国内天然气公司产品销售价格的天花板太矮而选择了卖出,我对煤炭和天然气的跟踪从那以后就比较少了,当然对于石油我还是能够斗胆回答一下的。一个很简单的道理是:供给和需求决定价格。而决定供给的就是投资,本文将和大家探讨一下长期资本开支不足对于石油价格的影响。大宗商品的牛市不仅没有结束,甚至还未开始。从高盛大宗商品指数相对于以道琼斯指数衡量的美国股市水平的回报率来看,在过去的130年里,大宗商品市场与股票市场相比,曾有四次被严重低估:1929年、上世纪 60年代末、上世纪 90年代末,以及今天。每一个被严重低估的时期后,大宗商品都会进入一轮超级大牛市,然后被严重高估。如果我们有大宗商品的股票,我们获得的回报无疑是非常丰厚的。而这三个被严重高估的时期似乎截然不同但又有着非常相似的底层逻辑:20 世纪 30 年代全球大萧条;20 世纪 70 年代全球经济陷入了普遍且长期的滞涨;21 世纪初,次贷危机爆发造成了全球金融海啸,以及自上世纪 70 年代以来从未见过的油价飙升。而今天,十年能源熊市以及新能源替代前景导致能源企业的资本开支严重不足,新冠疫情的爆发后甚至还出现了负油价,导致大批能源企业出清;2022 年又适逢俄乌战争爆发,西方试图把俄罗斯排除在国际体系之外;美国天量印钞的后果不断显现,2022 年 5 月份美国 CPI 超过市场预测上限,达到了 8.6%,创下四十年新高。从当前宏观环境来看,2022 年已经具备了上世纪 70 年代全球滞涨的许多条件,但也存在着许多不同。从货币超发的角度,上世纪 70 年代美国在越南战争中进行了十分积极的财政扩张;2020 年美国为了挽救新冠疫情对经济的冲击进行了无限量化宽松,美联储资产负债表接近 9 万亿,这不但严重限制了美联储加息的空间,同时由于长期的超低利率使得加息对需求的抑制不明显。从地缘政治的角度,上世纪 70 年代于中东爆发的冲突造成了石油禁运,油价飙涨造成经济运行成本大幅升高;2022 年俄乌冲突同样推升了油价,并且由于西方对俄罗斯的全面制裁导致大宗商品供应不畅,进一步打击了还未从疫情影响中完全恢复的供应链,社会运行成本大幅提高。从货币信用的角度,上世纪 70 年代美元与黄金脱钩,布雷顿森林体系解体,美元信用下滑;2020 年美国大量印钞严重削减了美元信用,并且美国正在逐渐丧失对美元锚定的石油的控制力,而锚定大宗商品的卢布的汇率却不断走强。作为一名理性的投资者,我们又怎能不去联想到,这轮大宗商品牛市的高度有可能会追赶前三个时期呢?还是用数据说话吧:从 2020 年的底部相比,这个比率上升了 40%,然后我们将这个上涨幅度移动与过去的周期进行比较。1968 年 12 月这一比率触底,到 1970 年 11 月上涨了40%,同期大宗商品价格上涨了10%,而市场下跌了16%。许多投资者可能当时想卖出,但反弹才刚刚开始。在接下来的九年里,大宗商品价格上涨了 156%,大宗商品股票再次上涨了 400%。如果你在 1970 年该比率上涨 40% 后卖出,那么你就会错过 90% 的反弹。2.我们处于石油投资周期的什么阶段?据桥水基金的一份报告,大宗商品投资周期分为以下几个阶段:第一阶段,大宗商品密集型产业增长导致全球需求激增,商品供应随之增加。当需求超过供给,价格增长。第二阶段,供需失衡的高价格引发资本开支激增。随着商品价格继续上涨,大宗商品生产商的利润率扩大。生产商现金充裕并将现金用于投资,资本开支激增支撑了通货膨胀。第三阶段,商品需求放缓,同时高价格鼓励下游寻找替代和提高生产效率。与此同时高价格也激励生产商继续扩大供应,导致供需失衡的局面缓解,价格稳定。第四阶段,出现供给过剩,产量远远大于需求,导致价格大幅下跌。第五阶段,随着价格下跌,大宗商品生产商利润率下滑,导致生产商大幅削减投资、主动减产甚至在某些情况下永久停产。这种供应的下降最终使市场恢复平衡,低投资会使产能恶化,为下一个周期播下种子。回溯到 1910 年,近 100 年来全球共经历了 4 轮石油投资周期:分别为 1910-1930 年、1930-1970 年、1970-2000 年以及 2000-2020 年。第一轮周期中,汽车的发明和普及极大刺激了石油需求,引起了第一波石油投资浪潮,但因为大型油田相继被开发与大萧条导致供需结构逆转,最终价格大幅回落;第二轮周期中,二战期间及战后工业迅速发展推升了石油需求,但由于政府强调控以及石油七姐妹的垄断,伴随中东地区油田开始被大规模开发,导致石油价格长期保持低位;第三轮周期中,中东局部战争导致了 3 次石油危机,高油价刺激下导致投资激增,但最终由于需求回落、沙特打响价格战,市场再度陷入供过于求,价格暴跌;第四轮周期中,由于全球经济高速发展石油需求快速增加,尽管受 2008 年全球金融危机影响石油价格短暂暴跌,但在需求持续复苏与地缘政治的影响下油价上涨趋势很快恢复,而后“页岩油革命”支撑了最后一轮投资热潮。但从2014年开始的油价下跌,促使该行业的企业削减了对上游地区的投资,新冠肺炎大流行对石油需求造成了意外的冲击,造成了油价的暴跌,促使更多石油公司剥离上游相关资产。2020 年石油企业资本开支触底后 2021 年出现小幅回升,但不仅远远低于 2014 年,而且也低于 2019 年。与此同时,伴随着海外疫情封锁普遍放松,需求继续回归上升趋势,我们可以发现全球石油需求在 2022 年有望达到或小幅超越前高 2019 年的水平成为了国际权威机构的共识。此外,据 报告,未来一年美国油品消费量仍将继续提升,2023年12月将恢复至疫情爆发前的水平。

Morning Show
MORNING SHOW - 24/06/2022 - Bolsonaro X Aborto

Morning Show

Play Episode Listen Later Jun 24, 2022 90:21


Bolsonaro posta foto de bebê e diz que aborto só agrava mais tragédia. Datafolha: com 53% de votos válidos, Lula venceria eleição no 1º turno. Bolsonaro defende Milton Ribeiro, mas diz que exagerou ao afirmar que colocava 'cara no fogo' por ele. Ezra Miller está abrigando família em fazenda com armas e munição, diz site. See omnystudio.com/listener for privacy information.

Nomura Podcasts
The Week Ahead – 24 June 2022

Nomura Podcasts

Play Episode Listen Later Jun 24, 2022 33:59


In this episode of our Week Ahead series, we'll be looking at the main themes that will drive global markets over the coming week. In the US the focus will be on monthly core PCE inflation and the June Chicago PMI and ISM manufacturing surveys. In Europe we have flash CPI and consumer confidence. Along with the potential for political moves in the UK after by-elections and rail strikes. We than have the situation in Ukraine, events in Asia and the current state of Global markets all to discuss.

MIDCast
S05E20 - Colômbia, CPI da Petrobras e Suplicy | MIDCast Política

MIDCast

Play Episode Listen Later Jun 24, 2022 109:47


Nessa semana falamos sobre o veto ao despacho de bagagem, os desigrejados, o modo Kalil, o resultado da eleição na Colômbia e como ela pode servir de referência para o Brasil, o possível desfecho do assassinato de Dom Phillips e Bruno Pereira, a pitoresca ideia de uma CPI da Petrobras e o não-convite ao Eduardo Suplicy.Colabore com o nosso trabalho através do PicPay ou Padrim. PARTICIPANTES:------------------Ana Raíssa - https://twitter.com/annarraissaDiego Squinello - https://twitter.com/GarotoDoKikaoLucas Mota - https://twitter.com/mrlucasmotaRodrigo Hipólito - http://twitter.com/lhamanalama COMENTADO NO EPISÓDIO------------------Bozo veta despacho de bagagem (de novo)Essa juventude tá perdida mesmoPuta que pariu marquinhos [pintura do jair independencia]Profeta Kalil STJ proíbe show sertanejo no interior do AmazonasGustavo Petro e Francia Márquez eleitosIrmãos confessam assassinato de Dom e BrunoCâmara aprova projeto que limita ICMSE tome aumento no combustívelNogueira e Lira engrossam a voz [lira de novo][lira 3]Mendonça determina alíquota fixa e pede informações à petrobrasBozo articula com Lira CPI pra descobrir que ele pode mudar o quadro de diretores da estatalWhatshisname renuncia à presidência da PetrobrásGoverno manda base assinar CPINão acabou o cocô no Brasil [drone joga dejetos em Lyla] e veneno?Não convidaram o Suplicy mas ele foi e tava certoMimimilixo calado na reunião do TSE DICAS CULTURAIS------------------[podcast] Boteco dos versados[filme] Fresh (2022)[série] Primeira Morte[filme] O fim da turnê (2015)[filmes] Trilogia Prequel de Star Wars[livros] Todos do Machado de Assis Tem algum feedback sobre o episódio?------------------E-mail: podcastmid@gmail.comTwitter: @podcastmidInstagram: @podcastmid

Boletim Folha
Justiça Federal manda soltar ex-ministro da Educação Milton Ribeiro

Boletim Folha

Play Episode Listen Later Jun 23, 2022 4:24


Menina estuprada em SC realiza aborto legal. E oposição reúne assinaturas para CPI do MEC, mas Pacheco trava abertura. See omnystudio.com/listener for privacy information.

Your Money. Your Life. With Delano Saporu
Episode 125: Consumer Price Increases

Your Money. Your Life. With Delano Saporu

Play Episode Listen Later Jun 23, 2022 18:18


On this episode: We have a large news slate this week with a markets update and inflation talk, Uber is bringing back Uber Pool, and the WWE has some issues brewing! Roundtable: What is CPI and on-site or remote jobs? As always follow me on IG here: https://www.instagram.com/delano.saporu/?hl=en Connect with me here also: https://newstreetadvisorsgroup.com/social/ Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support Thank you for listening --- Support this podcast: https://anchor.fm/delano-saporu4/support

Mission to the Moon Podcast
ความฝันของปูตินในการขยายอาณาเขต | Mission Daily Report 23 มิถุนายน 2022

Mission to the Moon Podcast

Play Episode Listen Later Jun 23, 2022 76:43


Mission Daily Report June 23,2022 1. อัปเดตตัวเลขผู้ที่ได้รับการฉีดวัคซีน Covid-19 ในประเทศไทย 2. ราคาดัชนีตลาดหลักทรัพย์ / ราคาหุ้นต่างประเทศ / ราคาน้ำมันดิบ / ราคาทองคำ / ราคา Cryptocurrency 3. ลิทัวเนียประกาศห้ามคาลานินกราดขนสินค้าหลายชนิดผ่านประเทศ 4. ปูตินมองเห็นจักรวรรดิรัสเซียใหญ่ขนาดไหน 5. ปธน.อินโดนิเซียเตรียมเดินทางเยือนยูเครนและรัสเซีย 6. การคาดการณ์เศรษฐกิจในอีก 14 ปี ข้างหน้าแต่ละประเทศจะเป็นอย่างไร 7. อัยการสูงสุดสหรัฐฯ เตรียมเยือนยูเครน 8. รายได้ของรัสเซียจากการขายพลังงานฟอสซิลมีจำนวนสูงขึ้น 9. เทคโนโลยีสุดเจ๋งใช้หุ่นยนต์ทำงานวิจัย 10. อังกฤษประกาศตัวเลข CPI สูงที่สุดในรอบ 40 ปี 11. FED แถลงนโยบายการเงินและภาวะเศรษฐกิจสหรัฐฯ ในช่วงครึ่งปีแรก 12. ทำความเข้าใจเงินเฟ้อสิ่งที่กดดันเศรษฐกิจทั่วโลก 13. นายกศรีลังกายอมรับเศรษฐกิจในประเทศพังทลาย 14. สถาการณ์เงินเฟ้อทั่วโลก 15. แนวทางการเอาตัวรอดในสถาการณ์เงินเฟ้อ 16. Binance เปิดตัวฟีเจอร์ใหม่เรียก Taxi ผ่าน App Binance 17. พบผู้ติดเชื้อฝีดาษลิงรายแรกของอาเซียน 18. รถยนต์ไฟฟ้า 100% รุ่นแรกของ TOYOTA 19. กระทรวงพลังงานแนะนำให้ใช้เตามหาเศรษฐี 20. รองโฆษกประจำสำนักนายกเผยรัฐบาลจะไม่ปล่อยให้เกิดภาวะการขาดแคลนพลังงาน 21. ตำรวจจับกุมเจ้าของดารุมะได้แล้ว

covid-19 fed cpi mission daily report
Estadão Notícias
Prisão de Ribeiro e seu potencial explosivo para Bolsonaro

Estadão Notícias

Play Episode Listen Later Jun 23, 2022 24:14


A manhã desta quarta-feira não foi a melhor para o presidente Jair Bolsonaro. A prisão do ex-ministro da Educação Milton Ribeiro, decorrente da investigação da Polícia Federal sobre o ‘gabinete paralelo' instalado na pasta, atinge um dos cernes do discurso político bolsonarista – o combate à corrupção. Bolsonaro, que já havia dito que colocaria “a cara no fogo” por Ribeiro, agora se vê próximo a mais um esquema de corrupção orquestrado por aliados.  O caso do ‘gabinete paralelo' do MEC foi revelado pelo Estadão em março. Um grupo de pastores, que não tinham cargo público ou qualquer relação com o setor da educação, controlavam a agenda do então ministro da Educação, influenciando o repasse de recursos e as ações da pasta. Além de Ribeiro, os pastores Gilmar dos Santos e Arilton Moura, tidos como líderes do grupo, também foram alvos da operação policial.  Essa não é a primeira polêmica de Milton Ribeiro. Também em março, o Estadão noticiou que o ex-ministro havia autorizado a produção e distribuição de Bíblias para um evento de cunho religioso. O artigo, no entanto, chegou a ser distribuído em evento oficial do MEC. O ex-titular da pasta também foi acusado de tentar interferir na montagem do Enem e chegou a dizer que a universidade deveria ser um ambiente para poucos.  O presidente já tratou de se afastar de Ribeiro, afirmando que a Polícia Federal “teve um motivo” para realizar a operação e que o ex-ministro deve responder pelos seus atos. Com a eleição presidencial se aproximando, no entanto, o preço político do escândalo pode ser alto para Bolsonaro. No Senado, a oposição voltou a falar  sobre uma possível instauração da CPI do MEC.  No episódio desta quinta-feira, 22, do ‘Estadão Notícias', ouvimos o doutor em Ciência Política pela USP e sócio da Ponteio Política, Jairo Pimentel, que comentou como a prisão do ex-ministro pode afetar o futuro de Bolsonaro e as eleições presidenciais de 2022.  O Estadão Notícias está disponível no Spotify,Deezer,Apple Podcasts,Google podcasts, ou no agregador de podcasts de sua preferência. Apresentação: Emanuel Bomfim Produção/Edição: Jefferson Perleberg, Gustavo Lopes, Gabriela Forte e Daniel Vila Nova Montagem: Moacir Biasi See omnystudio.com/listener for privacy information.

Primary Vision Network
THE ECONOMY - Global GDP Estimates Keep Falling, The Fed's Rate Dilemma & What it Means for the Consumer?, Key Indicators Show Contraction as the Housing Market Worsens, ECB's Fragmentation Problem, Japan's Yield Curve Control Problem &

Primary Vision Network

Play Episode Listen Later Jun 22, 2022 97:16


/// Get The National Frac Spread Count on Friday! Primary Vision is now offering a subscription service to the Primary Vision Research Portal with both complimentary and paid tiers available. The complimentary tier will offer access to our YouTube content, program highlights and our National Frac Spread Count. The paid tiers will offer access to our commentary, insights, data, Frac Spread Count products and so much more in the coming months.Get started today: primaryvision.co

Thoughts on the Market
Michael Zezas: Evaluating Anti-Inflation Measures

Thoughts on the Market

Play Episode Listen Later Jun 22, 2022 2:36


As inflation remains top of mind from Wall Street to the White House, policy makers continue to propose possible actions to fight inflation, but will these proposals ever be enacted?-----Transcript-----Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Public Policy Research and Municipal Strategy for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the intersection between U.S. public policy and financial markets. It's Wednesday, June 22nd, at 10 a.m. in New York. Main Street and Wall Street agree that inflation is a problem. And of course, Washington, DC continues to take notice. The White House and Democratic leadership continues to press publicly that they're taking inflation seriously and pursuing a variety of options to slow rising prices in the economy. This includes today's news that the White House is endorsing a plan for a gas tax holiday, which would need congressional approval. Not surprisingly, then, investors have been asking us a lot lately about policy options that have been floated in news headlines as possible inflation fighters. In short, we think many proposals will remain simply that, proposals, keeping pressure on the Fed to be the inflation fighter. Why won't most proposals be enacted? Simply put, most options on the table can't get enough votes in Congress to be enacted due to political concerns, effectiveness concerns, and sometimes both. Take the gas tax holiday proposal. Key Republican senators have already voiced opposition to the move, as have moderates in the Democratic caucus, on concerns that the holiday would have only a limited impact on prices at the pump, while steering money away from infrastructure maintenance. Accordingly, you might see the administration take some actions on its own. For example, there have been many headlines about the White House considering easing tariffs on imports from China. But in our view, any tariff reduction is likely to be temporary and small in scope, focusing on a subset of consumer goods rather than blanket tariff reductions, as administration is likely reticent to do too much on tariff reduction without a reciprocal concession from China. Given that independent economists estimate that a blanket tariff removal would only reduce inflation by a few tenths of a percent, this smaller scale action would not meaningfully impact key inflation measures like CPI. So that means the Fed remains the main inflation fighter in DC. And fight they will, in the view of our economists, who expect they will hike rates another 2% over the balance of this year in order to curb economic activity. For investors, that means a higher chance of recession, and in the view of our U.S. equity strategy team, some remaining downside for stock prices in the near term. Thanks for listening. If you enjoy the show, please share Thoughts on the Market with a friend or colleague or leave us a review on Apple Podcasts. It helps more people find the show.

Heads Up Poker Podcast
54 - Rick Rule: Natural Resource Investment

Heads Up Poker Podcast

Play Episode Listen Later Jun 22, 2022 58:10


Returning guest Rick Rule imparts his wisdom about the current state of the world economy and how uranium is an excellent investment opportunity in today's market. Rule Symposium: Natural Resource Investing https://opptravel.zohobackstage.com/TheRuleSymposiumofNaturalResourceInvesting#/?affl=SteveBarton Portfolio Rankings: https://ruleinvestmentmedia.com/ Follow us on Social Media! Twitter: https://twitter.com/stevebarton101 Contact Andy Schectman at Miles Franklin to order precious metals. Tell him you heard it on "In it to Win it" and Andy guarantees you the best price on silver and gold in the country. https://www.stevebartonmoney.com/contact-2   DISCLAIMER: I am not a financial adviser, do not take this as financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. This is just what I am doing. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission. economy forecast 2022, economy, money, investing, finance, poker, dividends, gold, silver, platinum, palladium, precious metals, crazy economic news, high energy costs, economy news, economy collapse, economy about to crash, trade deficit, debt, good debt, bad debt, economic bubble, doge coin, gas prices, stocks, global supply chains, the fed, Jerome Powell, forbearance ending, consumer sentiment, Elon Musk, Jeff Bezos, EV, cargo ship traffic, CPI, new stimulus checks, Bitcoin, Litecoin, Bitcoin Cash, Etherium, Walmart, evictions, Peter Schiff, inflation tax, stagflation, shrinkflation, deflation, disinflation, hyperinflation, retirement, millennial money, supply chain broken, supply chain issues, gas prices, banking playbook, moratorium, international monetary policy, remote workers, trade deficit, jobs numbers, credit lines, inflation pressure, Bank of England, banks closing, credit lines closing, U.K.'s consumer price index, stimulus, stimulus check, nightmare economy, prepping, MBS, mortgage backed security, Roth IRA, pension, housing collapse, housing market

Fed Watch - Bitcoin and Macro
Central Bankers In Their Own Words - FED99

Fed Watch - Bitcoin and Macro

Play Episode Listen Later Jun 22, 2022 57:31


Hosts: Ansel Lindner and Christian Keroles Listen To This Episode:  Apple / Spotify / Google / Libsyn / Overcast / RSS Charts for episode can be found on BitcoinandMarkets.com/fed99 If you enjoy this content please SHARE, LIKE, SUBSCRIBE, and REVIEW on iTunes if you listen! Fed Watch is the macro podcast for bitcoiners. Each episode we discuss current events in macro from across the globe, with an emphasis on central banks and currencies. In this episode, CK and I listen and react to highlights from this month's two central bank press conferences, Federal Reserve Chairman Powell and ECB President Lagarde. Central banks are one of the most misunderstood institutions in our modern world. Many analysts simply tell you what the Fed or the ECB thinks and what they do to disrupt the global economy, but on our show, we like to give you primary source material from which you can start to form your own educated opinion. We live stream most of our shows on the Bitcoin Magazine YouTube channel on Tuesdays at 3pm eastern. Mark your calendars! Federal Reserve Chairman Powell's highlights and reaction Chairman Powell's comments were highlighted by a few narratives. These are simply what they say they are doing, not our analysis.  Their primary concern is inflation fighting They will be adaptive to new data A tight employment market threatens to exacerbate inflation They cannot affect the supply side, so they will tamp down demand to bring down prices The main metric guiding the Federal Reserve's course of rate hikes is CPI and “inflation” expectations. There are several ways to measure this, the Fed uses consumer surveys. This is a critical distinction between surveys and market-derived expectations, because surveys will not distinguish sources of price increases where the market-derived measures will do that. Below is the Fed's survey of inflation expectations. You can see, the median prediction is above 8%. However, the market-derived data, namely the 5 and 10-year Breakevens and the 5y-5y Forward, are showing inflation expectations around 2.5%. What accounts for this huge difference? It is because the market-derived data is measuring actual money printing, or in other words, actual inflation. The survey data on the other hand is measuring generic price increases which are much more highly affected by supply shocks; in this case, self-imposed supply shocks. ECB President Lagarde highlights and reaction We also listen to a few clips of President Lagarde's press conference. Here we get a flavor for the ECB's formative narratives. Inflation is the fault of Covid and Putin Their governing council has expertly formulated a journey to normality They will begin to raise rates and tighten their balance sheet in July They are dedicated to “anti-fragmentation”, or in other words, avoiding a European Debt Crisis 2.0 and keeping the Eurozone together They have all powerful tools The ECB faces a different challenge than the Federal Reserve. The ECB must raise rates with some more indebted countries, already with anti-Euro parties growing, facing uneven effects, as we can see with credit spreads in Italy for example. Links Powell's speech https://youtu.be/IojU0hD3A_A Lagarde and the ECB https://youtu.be/d_utpAxGMYo Reuters article https://www.reuters.com/markets/europe/ecb-hold-unscheduled-meeting-discuss-market-rout-2022-06-15/ That does it for this week. Thanks to the watchers and listeners. If you enjoy this content please SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner Economist, bitcoin specialist, and author of the Bitcoin Dictionary and the free weekly Bitcoin Fundamentals Report. Find more from Ansel at the bitcoinandmarkets.com

On the Margin
Inflation Is The Fed's Greatest Fear | Liz Young

On the Margin

Play Episode Listen Later Jun 22, 2022 25:51


SoFi's Liz Young joins us on today's episode of “On the Margin” for a post-FOMC rundown. When the Fed abandoned its anticipated 50 bp increase in favor of a 75 bp rate hike on the back of the Department of Labor announcing a higher-than-expected CPI of 8.6%, markets had a violent repricing. Liz, SoFi's head of investment strategy, walks listeners through the forces driving the Fed's tightening cycle — she also covers the housing market, “animal spirits,” red flags signaling an earnings recession, and the Fed's reaction function to the wealth effect. Does Liz think we should anticipate a recession and continued Fed hawkishness? To find out, you'll have to tune in. -- Follow Liz: https://twitter.com/LizYoungStrat Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show:  Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: ​​https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927?mod=Searchresults_pos1&page=1 Coinbase To Cut 18% of Workforce, CEO Wary of Potential Recession: https://blockworks.co/coinbase-cut-workforce-ceo-wary-of-potential-recession/ Tech layoffs top 15K in a brutal May: https://techcrunch.com/2022/05/27/tech-layoffs-top-15k-employees-in-a-brutal-may/ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:11)・FOMC Meeting (02:56)・Increased Volatility & Market Reaction To A 75bp Hike (07:26)・The Housing Market (12:01)・Fireblocks Ad (13:19)・A Deep Recession On The Horizon (21:35)・Inflation Is THE Fed's Greatest Fear Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

E Tem Mais
Petrobras sob pressão: empresa enfrenta novos pedidos de investigação e mudanças

E Tem Mais

Play Episode Listen Later Jun 22, 2022 27:44


Neste episódio do E Tem Mais, Carol Nogueira apresenta um panorama dos novos pedidos de investigação e mudanças sobre a atuação da Petrobras, após um novo reajuste no preço dos combustíveis e a renúncia de José Mauro Ferreira Coelho do cargo de presidente da empresa. A estatal se tornou alvo de dois processos abertos pela Comissão de Valores Mobiliários (CVM) para investigar o possível vazamento de informações sobre a saída de Coelho do comando da empresa e uma "movimentação suspeita" envolvendo a negociação de ações da Petrobras. No Congresso, aliados do presidente Jair Bolsonaro se articulam para juntar assinaturas a um pedido de abertura de uma CPI da Petrobras, e parlamentares também defendem mudanças na Lei das Estatais e no estatuto da empresa como possíveis caminhos para ampliar a participação do governo nas decisões da companhia. Para descrever as reações e os impactos da pressão por mudanças na condução da Petrobras, participam deste episódio o repórter da CNN Brasil no Rio de Janeiro Pedro Duran e o analista de política Gustavo Uribe. Com apresentação de Carol Nogueira, este podcast é produzido pela Maremoto para a CNN Brasil. Você também pode ouvir o E Tem Mais no site da CNN Brasil. E aproveite para conhecer os nossos outros programas em áudio. Acesse: cnnbrasil.com.br/podcasts.

O Assunto
Bolsonaro, Lira e o teatro dos combustíveis

O Assunto

Play Episode Listen Later Jun 22, 2022 23:09


Desde o início do ano, a gasolina acumula alta de 9%, e o diesel, de 25%. Sob o impacto da crise internacional no setor de energia e do real desvalorizado, puxam uma inflação que corrói o poder de compra dos brasileiros e as chances de reeleição do presidente da República. Em resposta a este problema concreto, ele e aliados no Congresso escolheram um inimigo imaginário: a Petrobras. Uma ofensiva que escalou a patamar inédito a partir do último reajuste anunciado pela estatal, na sexta-feira passada. Em conversa com Renata Lo Prete, o jornalista Carlos Andreazza examina as ideias lançadas pelo consórcio Bolsonaro-Centrão para bombardear a empresa - de CPI a uma Medida Provisória que esvaziaria, numa canetada, as conquistas de governança trazidas pela Lei das Estatais, de 2016. Bolsonaro, diz o colunista do jornal O Globo e apresentador da rádio CBN, replica sua eterna “lógica do confronto” ao trocar o comando da Petrobras pela terceira vez. E o presidente da Câmara, Arthur Lira (PP-AL), “dá aula de patrimonialismo” quando defende a MP em nome de “maior sinergia entre as estatais e o governo do momento”. Como principal elemento da farsa, Andreazza aponta o fato de que, ao longo da cruzada, Bolsonaro e auxiliares jamais colocaram em discussão a política de Preço de Paridade Internacional (PPI), dado essencial da equação. Para o jornalista, do barulho todo restará uma conta de pelo menos R$ 50 bilhões que conseguirá, no máximo, “maquiar a bomba de gasolina até a eleição”.

Real Estate News: Real Estate Investing Podcast
Real Estate News Brief: Supersized Rate Hike, Mortgage Sticker Shock, Home Equity Bonanza

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Jun 22, 2022 6:09


In this Real Estate News Brief for the week ending June 18th, 2022... the Fed's supersized rate hike, mortgage rate sticker shock, and the home equity bonanza.Hi, I'm Kathy Fettke and this is Real Estate News for Investors. If you like our podcast, please subscribe and leave us a review.Economic NewsWe begin with economic news from this past week, and the Fed's biggest rate hike in three decades. The central bank hiked the federal funds rate by three-quarters of a percent which puts it between 1.5% and 1.75%. If inflation doesn't show signs of slowing by next month, Fed Chief Jerome Powell said they might hike it by another three-quarters of a percent. He doesn't expect that to be a common practice, but he said the Fed is determined to get inflation back down to 2%. (1)The rate hike came after two more hot inflation reports. The Consumer Price Index shows that inflation hit an annual rate of 8.6% in May, while wholesale prices came in at 10.8%. Economists are now looking ahead to the CPI report for June as they anticipate the size of the next rate hike and whether higher rates will tip the economy into a recession. As reported by MarketWatch, the Fed has backed off the idea of a “soft landing” and is running the risk of a recession to get inflation under control. (2)The Fed is currently expecting the economy to slow to 1.7% over the next year-and-a-half with inflation running at 5.2% by the end of this year and 2.6% by the end of next year. It anticipates a slight rise in unemployment, but expects the job market to remain strong.Right now, jobless claims are low while job openings are high. There have been some reports of layoffs, which is contributing to recession anxiety. Last week, real estate companies Redfin and Compass announced layoffs, in response to a slower housing market. Redfin is cutting 8% of its staff, and Compass is cutting 10% because fewer people are buying homes. Many can't afford the high price of the home combined with a more expensive mortgage. (3)The housing slowdown is also impacting residential construction. The Commerce Department says that housing starts dropped 14.4% in May to an annual rate of 1.55 million. That's the biggest decline since April of last year. Multi-family starts dropped the most - by 26.8%. Single-family starts were down 9.2%. Permits also fell but only by 7%. (4)Mortgage RatesMortgage rates bolted higher last week, for the largest one-week increase since 1987. Freddie Mac says the average 30-year fixed-rate mortgage rose 55 basis points to 5.78%. The 15-year was up 43 points to 4.81%. On a positive note, higher mortgage rates will help control the crazy home price growth we've seen lately. (5)In other news making headlines…Mortgage Rate Sticker ShockThe rapid rise in mortgage rates is giving some homebuyers sticker shock. Even though mortgage rates are nowhere as high as they were decades ago, they are at their highest level since about 2008. And that's cutting into homebuyer budgets. (6)The National Association of Realtors says that higher interest rates have chopped about 25% off the homebuyer's budget since the beginning of the year. As an example, NAR says that the typical buyer could afford a $360,000 home with a $1,400 monthly mortgage payment in January. Now, with higher interest rates, that buyer will have to shop for a $270,000 home if they want to maintain a $1,400 a month payment because a larger portion of the mortgage will go toward interest.Homebuyers Are Embracing ARMsOne way that homebuyers are dealing with the cost of the loan, is by choosing an adjustable rate mortgage or what's known as an ARM. The Mortgage Bankers Association says that the number of ARMs doubled in May, to help keep initial payments lower. They were as much as a full point lower on the MAXEX exchange. (7)According to the loan-trading platform, MAXEX is a network of 320 banks and nonbank originators, as well as 20 “high-profile investors.” It says these lenders have been seeing explosive growth in ARMs and it expects the trend to continue.Big Equity Gains for HomeownersWhile price appreciation makes it tough to buy a home, most homeowners are feeling a whole lot richer. According to a CoreLogic report, 62% of all U.S. properties rose in value with an average gain of about $64,000. (8)The states with the highest amount of appreciation were California and Hawaii with an average of about $140,000. Other red-hot states were Washington, Arizona, Utah, Colorado, and Nevada. The states with the lowest amount of average appreciation were Iowa at $17,000 and North Dakota at $19,000. That's it for today. Check the show notes for links. And please remember to hit the subscribe button, and leave a review!I'd also like to recommend a new book called “The Wise Investor” by RealWealth co-founder Rich Fettke. He wrote the book as an entertaining way to share what he's learned about creating wealth both financially and personally. The protagonist is a man who realizes his life is nothing like he had planned and sets off to change that. The reader is swept along for the ride. It's a quick read, and is currently available as a Kindle book on Amazon. The hard cover and audio versions are coming out in August but you can pre-order them now. You can also read more about the book here. (at realwealth.com/grow)Thanks for listening. I'm Kathy Fettke.Links:1 -https://www.marketwatch.com/story/fed-lifts-rates-by-most-in-three-decades-anticipates-policy-rate-rising-to-3-8-by-end-of-2023-11655316254?mod=mw_latestnews2 -https://www.marketwatch.com/story/as-fed-aggressively-raises-rates-here-are-4-takeaways-from-jerome-powells-press-conference-11655340311?mod=economy-politics3 -https://www.cnn.com/2022/06/17/investing/premarket-stocks-trading/index.html4 -https://www.marketwatch.com/story/u-s-housing-starts-plunge-in-may-11655383118?mod=u.s.-economic-calendar5 -https://www.freddiemac.com/pmms6 -https://magazine.realtor/daily-news/2022/06/17/surging-mortgage-rates-spook-house-hunters7 -https://www.housingwire.com/articles/maxex-report-shows-arms-doubled-in-may/?utm_campaign=Newsletter%20-%20HousingWire%20Daily&utm_medium=email&_hsmi=216674568&_hsenc=p2ANqtz--7Is5ehx6QK5u6f15i-lFl9EfIiIrNoDk029qwgACHkfo3hZfA7lCOZovmqBlflCXrRa7iSat3Dq_i5TwJHWqKqwqWlQ&utm_content=216674568&utm_source=hs_email8 -https://magazine.realtor/daily-news/2022/06/10/homeowners-see-12-month-equity-gain-of-64k

The Steve Gruber Show
Steve Hayes, Economy, inflation numbers/CPI, The Income Tax is causing supply chain problems, raises for Congress, not for thee

The Steve Gruber Show

Play Episode Listen Later Jun 21, 2022 7:30


Steve Hayes is the Florida Chairman & President for FairTax. Economy, inflation numbers/CPI, & The Income Tax is causing supply chain problems, raises for Congress, not for thee

Colunistas Eldorado Estadão
Moura Brasil: “Bolsonaro é o líder da oposição ao próprio governo”

Colunistas Eldorado Estadão

Play Episode Listen Later Jun 21, 2022 16:10


Na edição desta terça, o jornalista Felipe Moura Brasil analisa a relação do presidente Jair Bolsonaro com a Petrobras – incluindo o pedido de instauração de CPI, com apoio do presidente da Câmara dos Deputados, Arthur Lira, em mais um capítulo da crise dos preços de combustíveis. O colunista discute os principais temas que rondam o noticiário político do País, de segunda a sexta, às 07h35, no Jornal Eldorado. See omnystudio.com/listener for privacy information.

Turning Hard Times into Good Times
Why PhD Economists Don't Really Understand Inflation

Turning Hard Times into Good Times

Play Episode Listen Later Jun 21, 2022 60:00


Jeff Deist, Michael Oliver & Patrick Highsmith return. Suddenly, with exploding consumer prices stripping the fruits of labor away from average Americans and thus threatening the political status quo, TV talking heads have set aside concerns about COVID and the Ukraine to focus on what Americans really care most about, namely their ability to put food on the table and gas in their cars. But actually, what is inflation? Is it simply rising prices or is there more to it? What is its root cause? Most Americans don't realize that long before the CPI rose rapidly beyond the Fed's target of 2% to over 8%, massive levels of inflation fueled the financial markets to levels that make no economic sense. In that process wealth was allocated from America's middle class to America's top 1%. But now that the 1% have gorged themselves with so much wealth that a growing number of Americans are living in poverty, the economic system is breaking down. Why have the PhD economists at the Federal Reserve and our politicians failed us so badly? Is there anything that can be done to tame inflation without ushering in a severe depression? Austrian economists have well-reasoned answers and Jeff Deist, President of the Mises Institute, will share some of them that have originated from the Father of Austrian Economics, Ludwig von Mises. Michael will share his latest thoughts on major markets based on his structure and momentum models and Patrick will update us on Timberline Resources' exciting new Carlin-style gold discovery in Nevada.