Podcasts about cpi

Today's Post - https://bahnsen.co/49mduQP Dividend Cafe: Market Recap and Economic Insights - Monday Edition In the Monday edition of Dividend Cafe, host David Bahnsen provides a thorough market recap from their Newport Beach studio. He highlights key market movements, with the DOW closing up 337 points, the S&P rising by 1.25%, and the NASDAQ up 1.75%. Boson also discusses the potential China trade deal and its impacts on the market, as well as the recent CPI report showing inflation metrics. Additionally, he touches on public policy developments concerning tariffs with Canada and Mexico and explores the implications of growing U.S. stock market capitalization. The episode wraps up with insights into housing market trends, mortgage rates, and Federal Reserve actions expected later in the week. 00:00 Welcome to Dividend Cafe Monday Edition 00:51 Market Recap: A Positive Day on Wall Street 02:20 Economic Insights: CPI Report Analysis 04:20 Public Policy and Trade Updates 04:57 US Stock Market Growth 06:25 Housing and Mortgage Market Trends 08:27 Federal Reserve and Oil Market Update 08:55 Against Doomsday: Positive Economic Indicators 09:54 Upcoming Events and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Derek Moore is joined by Shane Skinner and Mike Snyder to discuss the upcoming huge week in earnings and where the options markets rank the big 4 this week for implied moves. Then, they ask the question of what would need to happen to see 30-year mortgage rates slip lower to 5%. Later, they review the latest (albeit late) CPI figures and note, despite tariffs, no surge in inflation. All this and more plus a couple of recommendations.    Implied volatility around earnings AAPL MSFT META GOOG Spread between 30-year mortgage rates and the 10-year treasury yield Spread narrowing plus lower 10-year yields impact on mortgage rates CPI comes out late but still no surge in inflation How shelter (housing) is still responsible for most of the CPI YoY change VIX gets crushed lower after only a week ago piercing the 25 level     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     

In this week's Cents of Security Podcast, I spoke with Jose Torres, Senior Economist at Interactive Brokers, about the latest CPI report and its ripple effects across the economy. Why inflation came in below expectations How housing costs drove the miss Why core inflation matters more than headline What it means for rate cuts and market momentum How Social Security and geopolitics factor in Jose's insights help decode the macro puzzle and what investors should watch next.

In this week's Macro Mondays James Todd is joined by Ed Hayden-Briffett and Will Cunliffe to unpack another turbulent week across global markets. US equities hit fresh all-time highs as lower-than-expected CPI data fuels optimism - yet the rally is increasingly narrow, driven by speculative tech names with little to no earnings. Meanwhile, recession risks are flashing red, with UBS warning of a 93% probability and nearly a third of US states already contracting. In Asia, China's deflation deepens to its worst levels since 2004, while GDP growth slips below target and fixed-asset investment turns negative, underscoring the fragility of its recovery.Commodities told a very different story: gold suffered its biggest single-day fall since 2013, silver followed suit, and the dollar rebounded as traders priced out rate cuts. Oil surged on renewed Russian sanctions, and volatility returned to precious metals markets. Key highlights include:✅ U.S. equites make new all-time highs S&P500 and Nasdaq✅ While Gold & Silver come crashing down to earth✅ Brent spikes on fresh Russian sanctions✅ US CPI come in lower than expected 

The ASX200 nudged up 0.4 % on Monday, keeping the market within striking distance of last week’s record. Financials powered the rise, with three of the big four banks near all‑time highs and energy and tech also in the green. Gold fell 1.3 % after a sharp profit‑taking rally, dragging miners down. Looking ahead, US‑China trade talks, the “Magnificent Seven” earnings and a key CPI release will drive sentiment, while markets price a 60 % chance of an RBA cut before the Melbourne Cup. 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.

No podcast ‘Notícia No Seu Tempo’, confira em áudio as principais notícias da edição impressa do jornal ‘O Estado de S.Paulo’ desta segunda-feira (27/10/2025): Após meses de afastamento econômico e político entre Brasil e EUA, os presidentes Luiz Inácio Lula da Silva e Donald Trump se reuniram ontem pela primeira vez, na Malásia. Ambos pareceram em sintonia e se declararam otimistas sobre uma reversão do quadro. Em postagem nas redes sociais, Lula afirmou que a busca de soluções para as tarifas de 50% sobre produtos brasileiros e a revisão de sanções a autoridades começam “imediatamente”. Trump não tomou decisão no encontro, mas afirmou que os EUA estão abertos a “avançar rápido na discussão”. Antes da reunião, Trump foi questionado se a negociação incluiria o ex-presidente Jair Bolsonaro. Respondeu apenas que “sempre gostou dele” e se entristeceu com sua condenação. Na reunião, o Brasil se propôs a mediar a crise com a Venezeula – os EUA tem afundado barcos que relaciona ao narcotráfico. O chanceler brasileiro, Mauro Vieira, descreveu o encontro como “descontraído” e “até alegre”. O secretário de Estado americano, Marco Rubio, lembrou que há divergência com o Brasil sobre “como alguns de seus juízes têm tratado o setor digital dos EUA”, mas também adotou tom otimista. “Teremos que lidar com isso também”. E mais: Internacional: Milei triunfa em eleições legislativas da Argentina e garante futuro do governo Economia: Tarifa zero no ônibus ganha ‘urgência’ eleitoral; custo é incerto Política: Às vésperas da COP-30, Fachin ativa pauta verde no Supremo Metrópole: Câmara de São Paulo terá CPI para investigar Jockey Club Esportes: Aos 19 anos, João Fonseca ganha na Suíça seu maior título e já é top 30See omnystudio.com/listener for privacy information.

After the U.S. government shutdown delayed a key economic indicator, September's CPI report is out. The latest U.S. inflation data came in softer than expected, building the case for more fed cuts. Following the report's release, equity markets rallied, and the U.S. 10-year note fell below 4%. With everything going on in the markets, today's guest highlights that there still are attractive yields in Fixed Income, and that it is an area of the you may not want to overlook. Where is Canada's place in all of this? How might it impact Canada's market environment? Joining this episode to unpack the fixed income landscape is fixed income portfolio manager, Sri Tella. Recorded on October 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Gold is retreating after its sharp run-up, meme stocks are still making noise, and investors are digesting a cooler-than-expected US inflation print — one that’s reshaping expectations for the Federal Reserve’s next move. At the same time, reports of new US trade deal discussions are adding another layer to the global outlook. Phan Vee Leung, Chief Investment Officer at TrackRecord, unpacks what the latest CPI data means for rate cuts, whether gold’s rally may be losing steam, and where markets could head next as trade diplomacy and Fed policy take center stage.See omnystudio.com/listener for privacy information.

In this episode we answer emails from Eva, Jess and Mr. Toxic.  We discuss the three levers of safe withdrawal rates applied to a listener's upcoming retirement situation, running test risk parity style portfolios to get some practice like with have done with Bigger Pockets money, and what little we know about HSAs.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterHow To Do An Asset Swap Video from Risk Parity Chronicles:  How to Do an Asset SwapJackie Cummings Koski on Investing with HSAs:  Investing With The Health Savings Account - Define Your Legacy W/ Jackie Cummings KoskiBigger Pockets Money Test Risk Parity Style Portfolio:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)Breathless Unedited AI-Bot Summary:Most retirement plans stumble not on math, but on mechanics. We sit down with a listener who's 55, VTI-heavy in a taxable account, and ready to pivot into a modified golden ratio portfolio—then unpack a practical path to move from concentration to resilient diversification without lighting up a massive tax bill. Along the way, we map out the three levers that quietly raise your safe withdrawal rate: portfolio design, baseline expenses, and personal inflation that often runs 1–2% below CPI.We get specific on asset location and reallocation: placing treasuries and managed futures in tax-deferred accounts, using gold and equities where they're most tax-efficient, and gradually trimming VTI by targeting favorable tax lots and capital gains brackets. If you've wondered whether a small cap value tilt can help, we explain how it can reduce volatility and lift a portfolio's historical withdrawal capacity by roughly 0.5–1%—and how to pursue it at a measured pace. We also clear up a common confusion: rebalancing returns you to your target mix; reallocating changes the target itself.Then we turn to HSAs. They're a triple tax-advantaged powerhouse for you, but a poor inheritance vehicle for kids who must recognize the balance as income in a single year. We break down the strategy of saving receipts, the shift at age 65 when non-medical withdrawals are IRA-like, and why timing HSA spending for higher-income retirement years often makes sense. Don't count on a costly end-of-life to “use it up”—many don't have that trajectory. A smarter approach draws down the HSA earlier for qualified costs and Medicare premiums while avoiding a tax bomb for heirs.We wrap with weekly portfolio reviews across classic and levered models and a reminder that simple beats clever: a resilient allocation, tax-savvy placement, and flexible spending can carry you from early retirement through Social Security and beyond. If this helped tighten your plan, follow the show, leave a review, and share it with a friend who's staring down a VTI-heavy portfolio and wondering where to start.Support the show

Wall Street notched record highs after cooler-than-expected US inflation data, with the Dow closing above 47,000 points for the first time. European markets followed suit, also finishing at record levels. Bonds, however, erased their post-CPI gains. Looking ahead, a busy week awaits with a Federal Reserve meeting and mega-cap earnings in focus. In commodities, oil steadied as traders weighed sanctions, while gold ended its nine-week winning streak. Back home, Aussie shares are expected to rise on rate-cut bets in what’s shaping up to be a pivotal week for markets, while the Aussie dollar lifted following the softer US inflation print. 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.

Send us a textI began with CPI, but as usual, I ended up somewhere between Beethoven and gold. The headline CPI 3%, core the same. The whisper was higher. The market calls it “Goldilocks.” Not too hot, not too cold. I call it “Never be a dick for a tick.”That's how you survive this racket. Everyone obsesses over decimals while the system quietly breaks and remakes itself. The models are wrong, the Fed's neutral rate misplaced, and shelter data a bad joke.Markets have music. Sometimes off key, sometimes perfect pitch. Beethoven wrote his best symphonies when he couldn't hear. Euler saw math more clearly after he went blind. My best trades happen when I stop staring and listen. Markets are sound before they're numbers.Then someone messages me: “Copper, all the way.” I laugh. NVIDIA doesn't need a century of copper. The chips use little. The heavy copper is in data centers, transformers, cables feeding the AI gods. One megawatt of data power needs twenty-seven tons. There's a story there, but not the one the hype merchants sell.Copper is pregnant in expectation. It mirrors the world's mood and that mood is uncertainty. The charts show past booms and fatigue. The next leg will come from real demand, from grids and wires that make the world hum.Gold refuses to fade. I mocked it before, but I'm giving it credit. Maybe this rise is necessary, the price to end mercantilist misery. China's citizens buy stablecoins and gold to escape the red cabbage trap. They know seven cabbage for a dollar is a steal.America sits on 262 million troy ounces. At ten thousand an ounce, that's 2.5 trillion in fiscal firepower. While everyone says “Rome is falling,” they're wrong. This isn't the fall of America; it's the fall of Chinese communism.Russia produces forty percent of global palladium, quiet leverage no one mentions. Even Trump treads carefully. Geopolitics meets gigawatts. Metals and power are the same story.I've talked CPI, Beethoven, copper, gold, palladium, geopolitics. A full orchestra. I never promised coherence, only curiosity. The market, like life, is a fuzzy cloud. You don't predict it. You play with it.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money's Two Cents, Matt and Rabih unpack the latest economic developments—from rising inflation to shifting market sentiment. They break down the recent CPI report, the strong earnings season from S&P 500 companies, and growing concerns in the banking sector amid rising loan defaults. They also discuss how consumer confidence and spending are being shaped by “inflation fatigue,” and how even a single economic data point can move markets.  Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Episode 699: Neal and Toby unpack the gambling scandal that's led to the arrests of Chauncey Billups and Terry Rozier, which also involves an organized crime family. Then, the US just placed sanctions on two Russian oil producers, further putting pressure on Putin. Also, Trump pardons convicted Binance founder Changpeng Zhao, who pleaded guilty for money laundering in 2023. Meanwhile, the Korean skin care industry gets a boost from a Kardashian. And Google takes another quantum leap towards…quantum computing. Finally, Wall Street starves for the CPI report and Stranger Things finale will be 2 hours. 00:00 - Bye, Clippy. Hi, Mico 3:30 - Gambling scheme shakes NBA 8:45 - US sanctions Russian oil 12:20 - Binance founder gets pardoned 17:30 - Quantum computing power'd 20:15 - Korean skincare boomin' 24:30 - Sprint Finish! Learn more at disneycampaignmanager.com  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker discusses how the latest CPI report, showing inflation rising 3% instead of the expected 3.1%, boosted investor optimism and drove gains across the NASDAQ, S&P, and Dow Jones as hopes for upcoming rate cuts grow.

Stocks rallying to record highs as long-awaited CPI data comes in lower-than-expected. How the latest inflation read could pave the way for more rate cuts by the Fed at next week's meeting, and how the traders are positioning ahead of the busiest week of earnings season. Plus, the options action on the Mag7 names reporting, and why nuclear stocks are going radioactive on a new power deal.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Well over 3 weeks into the government shutdown, economists are eager for federal metrics that help paint a picture of our nation's economy. To that end, the Labor Department brought back some workers from the Bureau of Labor Statistics to release the Consumer Price Index, or CPI. 10 days late, CNBC's Rick Santelli, Nomura's David Seif and Richard Bernstein Advisors's Michael Contopoulos dig into the numbers and what they mean for the data-driven Federal Reserve. It's the second-longest shutdown in U.S. history, and lawmakers like House Minority Leader Hakeem Jeffries (D-New York) and Senator James Lankford (R-Oklahoma) are standing firm on their respective sides of the standoff. Both explain their perspectives on how the country can move forward. Plus, Target announced it would be laying off about 8% of its corporate workforce, and President Trump says he's halted trade negotiations with Canada over an Ontario ad featuring President Ronald Reagan criticizing tariffs.  Rick Santelli - 17:09 David Seif & Michael Contopoulos - 19:29Sen. James Lankford - 21:47Rep. Hakeem Jeffries - 38:26 In this episode:James Lankford, @SenatorLankfordHakeem Jeffries, @RepJeffriesRick Santelli, @RickSantelliJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

You need to be able to outprint the Fed. To learn a stress-tested way to accelerate your investment capital, go to https://remnantfinance.com/options to learn the framework we discuss this week.AI is transforming the world faster than anyone realizes—and the job market as we know it is about to disappear. In this episode, we speak with Navy nuclear engineer turned entrepreneur Troy Broussard, founder of Low Stress Trading, about how to survive this economic upheaval by creating money faster than the Federal Reserve can devalue it.Troy shares how his unique trading framework is helping ordinary people beat inflation, break free from the traditional “buy and hope” system, and generate consistent weekly income—regardless of what the market does. We explore how artificial intelligence, automation, and Elon Musk's Starlink and Optimus projects are dismantling the old economy and why financial independence now depends on agility, not credentials.The financial paradigms that guided the last ninety years will be counterproductive in the next ninety years. This is an episode about freedom—from inflation, from dependence on failing systems, and from the illusion of job security.Chapters:00:30 - Opening segment04:10 - Elon Musk's Starlink, Optimus, and the AI revolution10:45 - Why Apple stopped innovating and what it means for investors15:20 - The collapse of old financial paradigms21:00 - The rich don't pay taxes—they redefine income27:45 - Throwing away 90 years of failed investment logic33:30 - What weekly options really are and why anyone can learn them41:15 - How to make money in an up, down, or sideways market47:20 - Weekly income vs. buy‑and‑hope investing52:00 - Real‑world math: The “lost decade” myth58:30 - Income beats net worth—why cash flow wins every time1:03:45 - Trading through recessions and inflation cycles1:10:50 - Why “too good to be true” is a broken mindset1:18:00 - Generational impact: teaching kids to outpace inflation1:23:40 - Hyper‑compounding: 1% per week means 68% annually1:29:10 - The future of Low Stress Trading's software revolution1:33:20 - The community that celebrates success, not envy1:38:40 - Closing thoughtsKey Takeaways:AI is rewriting the job market faster than experts predictedElon Musk's Starlink and Optimus projects will redefine automation and employmentInflation is real, and official CPI numbers are meaningless compared to daily realityThe wealthy build wealth by controlling how income is classified and taxed“Buy and Hold” investing is obsolete in the AI-driven economyWeekly option trading creates consistent, compounding incomeYou can make money in any market by “being the bank” through optionsTeaching kids financial literacy early can make them self-sufficient for lifeThe new financial freedom is independent of jobs, pensions, or Wall StreetLearn Troy's trading framework at https://remnantfinance.com/options ! Got Questions? Reach out to us at info@remnantfinance.com or book a call at https://remnantfinance.com/calendar !Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance )Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588 )Twitter: @remnantfinance (https://x.com/remnantfinance )TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBE

BITCOIN REVERSAL ALERT! The latest CPI data just guaranteed Fed rate cuts, In this episode, we'll break down how this inflation shift could ignite a massive Bitcoin rally.

It's been a busy week in the markets — and we're breaking down the key highlights and biggest takeaways. From the latest CPI data and its implications for inflation and Fed policy, to the technical setups that defined this week's trading action, we'll cover it all. I'll also answer a few viewer questions about current market dynamics and trading psychology, plus review a couple of my recent trades — what worked, what didn't, and the lessons learned along the way. If you're looking to stay sharp, informed, and ready for next week's trading opportunities, don't miss this week's wrap-up.

RenMac breaks down a cooler-than-expected CPI print that cements the case for further Fed cuts and tempers tariff-fueled inflation fears. Neil dissects how weak rents and slowing jobs are driving disinflation, while Jeff explores the anatomy of bubbles and why gold's surge is flashing early warning signs. Pavs tracks Trump's escalating trade brinkmanship ahead of his Asia trip, the politics of aprolonged shutdown, and what to watch in global negotiations as markets juggle seasonality, sentiment, and softening data.

This CPI report is potentially unusual and extra-valuable since there is a chance there won't be a CPI released next month. It's a good thing, then, that the current data was a little softer-than-expected since that helps to lock in Fed eases (although the Fed doesn't really care about the exact level of inflation any more as long as it isn't clearly headed higher). Hear the Inflation Guy break it down this month, and savor it in case the BLS doesn't release the CPI next month!   NOTES Blog for this month's CPI: “Inflation Guy's CPI Summary (September 2025)” (https://inflationguy.blog/2025/10/24/inflation-guys-cpi-summary-september-2025/ ) Blog on fallback mechanism for CPI: “What Happens if CPI Isn't Released?” https://inflationguy.blog/2023/09/27/what-happens-if-cpi-isnt-released/ To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/    To Subscribe for free to the blog: https://inflationguy.blog/ Interested in becoming a customer of Inflation Guy? https://www.EnduringInvestments.com/ An inflation-indexed currency you can now mint from our website: https://usdicoin.com/  

S&P Futures are trending higher this morning as upbeat Q3 earnings continue to ease economic concerns. All eyes are on the CPI report due out before the bell. President Trump is calling off trade talks with Canada, while Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer meet with China's Vice Premier He Lifeng in Malaysia—setting the stage for next week's Trump–Xi summit. Lawmakers' failure to approve pay for air-traffic controllers could start to impact airlines as the Thanksgiving travel season nears. Target and Rivian are gaining after announcing layoffs, while earnings movers include INTC, F, TDOC & SNY trading higher and BYD, MHK & VRSN lower.

Chuck Zodda and Mike Armstrong discuss the long delayed CPI report that showed inflation coming in lower than expected. Mike is tired of reading stories about companies shielding buyers from tariffs. Decent earnings satisfies investors starved for data. Why is Trump terminating trade talks with Canada? What's at stake as US and China trade negotiators meet ahead of Trump-Xi summit? Ford profit doubles. Target slashes corporate workforce.

Marley Kayden and Sam Vadas help investors digest the CPI-induced rally that started Friday's trading session to the upside. On stock movers, they turn to the big week in quantum capped by AMD Inc. (AMD) and IBM Corp. (IBM) developments, along with Target's (TGT) corporate layoffs affecting 1,800 workers.======== 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 – 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

Sonali Basak gives her takeaways from the CPI report and highlights “promising signs” of inflation easing. She also discusses government data collection issues and delays compounding as the shutdown continues, and how the market is turning to private data releases instead, which don't have the whole picture. She thinks the Fed now has room to support the jobs market with multiple rate cuts. However, because of the lack of data, there could be volatility in markets.======== 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 – 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 this morning's headlines about Pres. Trump terminating trade negotiations with Canada was not on his (or most investors) radar. The ad in question was funded by the Canadian province of Ontario and featured former Pres. Ronald Reagan speaking negatively about tariffs, prompting the halt to trade talks. KG weighs whether or not it will be a "blip" on the geopolitical trade talks with China talks looming, but notes that Canada is a big trading partner with the U.S. Later, KG previews the delayed CPI inflation data and then discusses Deckers Outdoor (DECK) earnings. For today's session, he sees the S&P 500 (SPX) upside to an all-time high of $6800, with $6650 to the downside as a volatility crush continues lower. ======== 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

Philip Diehl reacts to Friday's CPI report and what it means for the Fed. He anticipates at least two 25 basis point rate cuts this year, with another 1-2 next year as the “base case.” However, until we get more clarification around private credit risks, “we don't know what that course will be” beyond October. He warns though that those cuts won't drive the market higher. Philip expects the dollar to continue to weaken and talks about momentum in the gold trade; he thinks people are “underestimating the vulnerability of the market.”======== 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 – 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

“Things look very stable” after the latest CPI report, says Erin Gibbs. She thinks a 50 basis point cut is “off the table” but does think the Fed will cut rates this month. She recommends rebalancing your portfolio, taking tech gains and moving into more defensive positions. “We want to look at healthcare, telecom…companies that have more secular long-term trends that can really carry us through 2026.” She likes Palantir (PLTR), Thermo-Fisher (TMO), Cisco (CSCO), and Insulet (PODD).======== 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 – 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 Hincks says shelter prices softening was a big component to the latest CPI data being slightly lower than expected. September's delayed inflation print was released Friday after furloughed BLS employees were brought back to compile the data. One item that stood out to Kevin: Gasoline prices going higher, as crude oil prices fell nearly 9% in the month. Overall, he suggests it is a "benign" print and clears the way for investors to focus on trade discussions and upcoming earnings. Kevin says next week will be an "enormous" week with 5 of the Mag 7 earnings names alongside Pres. Trump and Pres. Xi meeting to discuss U.S./China trade relations.======== 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 – 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

Charles Schwab's Cooper Howard says the delayed CPI report released Friday morning does offer reprieve against sharply rising inflation, though he adds inflation as a whole is still climbing. Cooper highlights the perspectives he sees on both sides of the inflation coin and the challenges it presents to the Fed.======== 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 – 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

Jeffrey Cleveland and Ben Ayers break down Friday's CPI report, one of the few blockbuster economic data releases during the government shutdown. Jeffrey thinks the data is “really good news” as it shows inflation softening. Ben points out that tariffs are still not hitting prices like people feared, and maybe we won't see an increase at all. They discuss what the Fed will take away from the report and how it could affect their rate cut decisions, with the October meeting beginning on Tuesday.======== 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 – 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

This week Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down to talk to Shan Husain in FI FX Sales about the outlook for rates and FX ahead of a busy week. In Japan PM Sanae Takaichi's speech in the Diet signals fiscal expansion. President Trump will be in Tokyo and then we also have the BoJ meeting on Thursday, following the FOMC meeting on Wednesday. The softer CPI print today leaves the Fed well placed to cut. Derek also discusses the implications for the pound after weaker than expected inflation data this week.  

Futures higher across the grain space; China shopping wheat; higher crude oil supports corn and beans; Russia government increases wheat production estimate; CPI less than expected.

In this episode, Scott Becker discusses how the latest CPI report, showing inflation rising 3% instead of the expected 3.1%, boosted investor optimism and drove gains across the NASDAQ, S&P, and Dow Jones as hopes for upcoming rate cuts grow.

US to probe China's 2020 trade compliance while Trump has "terminated" all trade talks with Canada.European bourses opened firmer but now off best levels whilst US equity futures are in the green; INTC +8.3%.USD slightly higher into CPI, EUR boosted on German PMIs but now pared.Bunds & Gilts hit by PMIs, OATs look to Moody's, USTs await CPI.Crude gives back recent strength, XAU also on the backfoot around USD 4.06k/oz.Looking ahead, US Flash PMIs (Oct), US CPI (Sep), CBR Policy Announcement, European Council (23rd-24th), Moody's Credit Review on France, Speakers including ECB's Cipollone & Nagel, Earnings from Procter & Gamble.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Inflation report likely solidifies Fed rate cut this month  The September Consumer Price Index, also known as CPI, showed inflation climbed 3% year over year for both the headline and core numbers. Core CPI, which excludes food and energy, came in better than both the estimate and the previous month's reading; both stood at 3.1%. It was a surprise to get this data with the government shutdown, but since it is used as a benchmark for cost-of living adjustments in benefit checks by the Social Security Administration it was a rare economic point in an otherwise quiet period. Energy, which provided such a benefit to the headline number for many months, has started to reverse course as it climbed 2.8% compared to last year. Gasoline was a small benefit as it was down 0.5%, but energy services climbed 6.4% thanks to an increase of 5.1% for electricity and an increase of 11.7% for utility gas service. What I would look to as tariff impacted areas, has still remained quite muted considering apparel prices fell 0.1%, new vehicles were up just 0.8%, and food prices had maybe thehardest hit with an increase of 3.1%. Much of this came from food away from home, which was up 3.7%. Food at home saw a more muted increase of 2.7%. Shelter inflation remained above the headline and core numbers at 3.6%, but it is much less problematic than it was in prior periods. Another positive was owner's equivalent rent climbed 0.1% compared to the prior month, which was the smallest month over month increase since January 2021. Overall, this report likely produced enough evidence for the Fed to cut rates at this month's meeting as odds stood above 95% after the inflation annoucement. The likelihood for a December cut also initially climbed to 98.5% following the report.    The bank earnings from last week had some surprising undertones. Overall, the third-quarter report from the big banks showed things are pretty much going along OK. But then a couple of the big banks brought up the issue of private credit and some bankruptcies that led to write-downs. Jamie Dimon, the CEO of JPMorgan Chase, pointed out that even though he said he probably should not say it that "if you see one cockroach, there are probably more." Some smaller financial institutions like Zions Bancorp and Alliance Bancorp took a $50 million charge and $100 million charge respectively due to potentially fraudulent loans. The issue here is commercial banks have been making loans to nonfinancial depository institutions or NFDIs and I point out that this type of funding is not very transparent for investors to see what is going on behind the scenes. I was surprised to learn that these NFDIs now account for roughly 1/3 of commercial and industrial loans originated by large banks. One may think if you're invested in AI companies, you're safe but research has shown that even your deep pocket players of AI are funding investments with these private loans. As time passes, the more I read, the more I become concerned about what we don't know about leverage in this economy. Risky investing behavior continues to amaze me! Many people will point out that we have missed the boat on crypto, but I continue to worry about the space long term as there is no true way to value what these cryptocurrencies are worth. While this is a major concern for our firm, I would say leverage in the space is another major risk. A big problem is the rules and regulations and ultimately the transparency in the space is not as clear as when you invest in public equities. I was blown away reading an article on CNBC by how crazy the leverage can be, and I bet most investors have no clue about it. While there are ways to leverage crypto in the US, the offshore market is where things get wild! Offshore, decentralized exchanges Hyperliquid offer maximum leverage of 40-times for bitcoin and 25-times for ether and Binance Labs-linked Aster offers as much as 100x leverage, depending on the token. Leverage is so dangerous because if a decline comes and investors need to unwind a position it can create a cascade of selling that leads to massive losses. It is not just the crypto market where people are gambling though. We saw a return to meme craziness with Beyond Meat producing massive gains of 128% Monday and 146% Tuesday. On Wednesday, the stock at one point produced another triple-digit intraday gain, but it ended up closing down 1% on the day. I also saw a nuclear power development company by the name of Oklo have a sizeable pullback after the Financial Times noted the 500% advance in 2025 and $20 billion market value has come despite “no revenues, no license to operate reactors and no binding contracts to supply power.”  These are examples of pure gambling and examples like these typically come during frothy times before reality hits and big pullback comes.    Financial Planning: The real cost of financial mistakes When it comes to financial wellbeing, avoiding mistakes can be even more powerful than chasing great decisions. Too often, people lose ground not from lack of opportunity, but from unforced errors. Drawing retirement income without tax strategy can quietly cost thousands in extra taxes or Medicare premiums. Holding too much cash or being overly aggressive both expose you to risk, one to inflation, the other to unrecoverable losses. Maintaining investing discipline sounds simple but emotional reactions like selling when markets fall or chasing what's hot can destroy more wealth than poor returns ever could. Many homeowners also miss out by not structuring their mortgage correctly resulting in more short-term fees, long-term interest, and missed investment returns. The key isn't perfection; it's recognizing that protecting yourself from big mistakes is often the best investment you can make.  When making a financial decision, do your best to get your information and advice from accurate and unbiased sources so you can fully understand the impact of the decision.   Companies Discussed: The Progressive Corporation (PGR), Bank of America Corporation (BAC), ManpowerGroup, Inc. (MAN) & Snap-on Incorporated (SNA)

BITCOIN REVERSAL ALERT! The latest CPI data just guaranteed Fed rate cuts, In this episode, we'll break down how this inflation shift could ignite a massive Bitcoin rally.

Market Updates and Global Economic Impacts - October 23rd In this episode of Dividend Cafe, Brian Szytel provides an update on market movements, including modest gains in the DOW, S&P, and NASDAQ. The episode discusses the impact of US sanctions on Russian oil companies and the EU's ban on LNG imports from Russia, aimed at limiting funding for Russia's war efforts in Ukraine. The volatility in the energy markets and a slight increase in US treasury yields are also covered. Additionally, Brian addresses concerns about China's selling of US treasuries, its gold purchases, and the implications for the dollar's value. The episode concludes with a brief mention of upcoming economic reports, particularly the CPI report and initial jobless claims. 00:00 Market Update: October 23rd 00:25 Impact of Sanctions on Russian Oil Companies 01:46 China's Financial Moves: Selling US Treasuries and Buying Gold 03:32 The Dollar's Stability and Global Currency Dynamics 04:59 Upcoming Economic Reports and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Simon and Dan break down Canada’s latest inflation data, why core CPI remains stubbornly high, and what falling rents might mean for the Bank of Canada’s next move. They also dive into the growing turmoil in private credit, including the First Brands bankruptcy and Tricolor collapse, and what these cases reveal about risk in the shadow banking system. The episode wraps up with Beyond Meat’s shocking meme-stock comeback and a broader discussion about speculation and leverage in today’s markets. Tickers of stocks discussed: BYND, TSM, ARCC, FSK, BN, JEF, UBS, JPM, WMT, AZO, GPC, GME, AMC. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Discord Channel: https://discord.gg/pqKsMKp6SA All eyes are on tomorrow's CPI report — a highly anticipated and delayed inflation reading that could shape the Fed's rate decision next week. On today's show, we'll break down what traders are expecting, what the data could reveal, and how the markets are already positioning ahead of the release. We'll also look at the broad market indexes as they inch closer to all-time highs, revisit a few trades I forgot to discuss yesterday, and answer viewer questions about the most important market drivers and how to achieve long-term success as a trader. Whether you're focused on macro data, price action, or mindset, this episode ties it all together. #TraderMerlin #CPI #InflationData #FederalReserve #FOMC #StockMarket #TradingPodcast #Investing #FinancialMarkets #TraderMindset #FedRates   Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Clik -          TradeStation -          Tradingview

Tesla's profit missed estimates, but revenue looked firm. Tech is coming off a day where it got hit by risk-off trading after soft earnings data. Tomorrow brings 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.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1025) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mike Armstrong and Marc Fandetti discuss hotter CPI unlikely to deter rate cuts and the S&P 500 rally. Mark Hamrick (Bankrate) joins the show to chat about Social Security concerns. Fed lost access to private jobs data ahead of government shutdown. The maximun you can borrow from your 401(k) hasn't changed in 40 years. Should that change now?

Kevin Davitt of Nasdaq says we're back in a “nearly everything's working” scenario and fear is fading. He thinks the narrative ahead will be focused on earnings, with CPI also anticipated tomorrow. The beauty of markets is being able to tailor your risk using options, he declares. Kevin also talks about the relationship between silver and gold and what an “options focused audience” should look at in commodities.======== 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 – 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

Ben Emons previews the CPI report, which will give investors insight into inflation metrics. With a lot of economic data delayed because of the government shutdown, he still expects the Fed to cut rates by 25 bps but calls the decision “awkward.” He discusses the state of the U.S. economy and the latest trade war and U.S./Russia developments. He thinks the new sanctions on Russian oil won't last long, but OPEC may have to step in if that supply is disrupted.======== 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 – 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

Crypto leaders are descending on Capitol Hill this week as Washington ramps up debate over the future of digital assets — from stablecoins to tokenization. Meanwhile, the Federal Reserve is exploring a new payment account system that could pull crypto directly into the heart of the U.S. financial system. On the market front, Bitcoin hovers near $120K, awaiting key U.S. CPI data that could trigger either a breakout or a sharp pullback.

Guy Adami and Liz Thomas of SoFi discuss a range of topics including regional banks' performance, market volatility, private equity concerns, and gold's unprecedented rise. They delve into financial instability stemming from bankruptcies, fraud, and speculative leverage, stressing the systemic risks in non-bank financial institutions. The episode also highlights the divergence in regional versus large banks' performances, the implications on liquidity, and the broader economic outlook. Additionally, they explore the unexpected resilience and meteoric rise of gold, driven largely by central bank buying and investor sentiment, defying technical expectations. The podcast wraps up with a brief insight into CPI data and its anticipated market impact. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media