Podcasts about Crude

As Iran fights for survival, Trump's Department of War creates a path of safe passage on the Oman side of the Strait of Hormuz, and it was an ingenious plan. Millions of barrels of oil are now skirting the menacing dangers of Iranian mines. Trump strikes a deal with Venezuela securing majority ownership of 65 BILLION barrels of oil, as Canadian PM Mark Carney scrambles. Did Carney just screw Canada - all over his TDS? Trump skirts Carney and makes Canadian business owners an offer they can't refuse.  

August is officially in the books! And after another month of AI enthusiasm, strong corporate earnings, stubborn inflation, rising oil prices, geopolitical uncertainty, Fed drama and some major market breakouts, it's time to step back from the daily noise and see where the money actually went. On today's episode of TraderMerlin, we're pulling up the charts and reviewing the performance of our Top 8 Market Segments for August. Because sometimes the best way to understand what's happening in the financial markets isn't another headline... It's simply looking at which assets are actually going UP—and which ones aren't. We'll compare the performance of the major markets and see where traders and investors were putting their money throughout August. We'll discuss: U.S. Equities – The S&P 500, Nasdaq, Dow and Russell 2000 all finished August higher despite plenty of volatility along the way. Technology – AI remained one of the dominant market themes, with another massive Nvidia earnings report helping reinforce enthusiasm for the AI trade. Small Caps – Are smaller companies finally participating more meaningfully in the bull market? Gold – Precious metals delivered another powerful month as inflation, geopolitical risk and concerns about the dollar drove demand. Bitcoin & Crypto – Bitcoin was one of August's standout performers as digital assets attracted another wave of capital. Energy & Crude Oil – Middle East tensions and disruptions surrounding the Strait of Hormuz kept energy markets firmly in focus. Bonds & Interest Rates – Treasury yields remained a major source of volatility as investors digested inflation data and Kevin Warsh's message from Jackson Hole. The U.S. Dollar – What currency markets are telling us about inflation, monetary policy and global capital flows. But we're not just ranking winners and losers. We're asking the much more important question: What is August's performance telling us about September? The S&P 500 gained roughly 2.5% in August, continuing an earnings-driven bull market. Semiconductor stocks remained strong, with Nvidia gaining nearly 9% for the month, while software stocks continued their impressive recovery. But some of the biggest moves weren't in stocks at all. Bitcoin gained more than 20% during August, while gold also posted a powerful monthly advance as investors increasingly looked toward scarce assets amid concerns about inflation, government debt and monetary policy. Meanwhile, crude oil remains one of the market's biggest wild cards as renewed tensions in the Middle East pushed Brent back above $90 per barrel to close out the month. That's a very interesting combination: Stocks rising. Gold rising. Bitcoin rising. Oil rising. Bond yields remaining elevated. Normally, those assets aren't all telling us the same story. So what exactly is the market pricing in? That's what we'll try to figure out today. And the timing couldn't be better because tomorrow we turn the calendar to September—historically one of the most difficult months of the year for U.S. equities. For additional market research, check out CME Group Markets, Federal Reserve Economic Data, and Nvidia Investor Relations. Listen now:

US equity futures are mixed but off their lows, with S&P futures slightly down. Bonds are little changed overall, while the dollar is slightly softer after Friday's gains. Crude is firmer amid renewed US-Iran strikes, precious metals remain under pressure, and Bitcoin is modestly higher but still below 79K level. Sentiment is soft into this week as tensions in the Middle East escalated over the weekend. US forces struck Iranian rocket launchers on Larak Island, with Tehran responding via intercepted missile strikes on US bases in Jordan. It was the first direct exchange of fire since July. Hence, diplomacy remains stalled. Companies Mentioned: KKR&Co., ONEOK, Inc., SK Hynix

Crude oil prices retreat after Oman and Iran struck a tentative deal to reopen the Strait of Hormuz. The traders debate whether the latest pullback has staying power. Then, investor Peter Boockvar reacts to Stanley Druckenmiller's tough stance against Treasury Sec. Scott Bessent's planned bond buybacks. He explains why he sees merit in the billionaire investor's pointed opinion piece. Plus, gold miners pace for their best-ever month, Canada's tariff tit-for-tat and Dick's Sporting Goods posts its worst day on record. 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.

-- On the Show: -- Dan Koh, Former White House Deputy Cabinet Secretary and former Deputy Director of Intergovernmental Affairs under President Biden, joins us to discuss his candidacy for Congress to represent Massachusetts' 6th district -- Texas voters are defecting from Republicans over issues like building data centers, turning the upcoming Senate race into a toss-up -- Donald Trump celebrates economic strain in Iran while United States crude oil inventories drop to a 50-year low under his administration -- Jared Kushner secretly meets with Hakeem Jeffries to discuss key domestic issues as Republicans face potential midterm losses -- Donald Trump imposes 50% tariffs on Canadian imports after trade negotiations with Prime Minister Mark Carney break down -- Mark Carney stands firm against Donald Trump as internal infighting within the American trade team leads to a breakdown in negotiations -- Donald Trump's medical reports show a significant weight gain, drawing attention to the 80-year-old president's worsening health -- Melania Trump abruptly leaves her seat at an IndyCar event after executive assistant Natalie Harp appears behind Donald Trump -- On the ⁠Bonus Show⁠: Border Patrol arrests a man waiting for his sailor son's return from the USS Lincoln, Trump wants to impose a $100,000 fee on H-1B worker visas, the crisis of overqualified workers, and much more...

US and European markets are poised for a weak open. The US dollar is flat, while Asian forex shows little movement. Treasury and JGB yields are mixed within a narrow range. Precious metals are trading unevenly, with iron ore leading gains among base metals. Crude futures are sharply lower after the US announced extensive new economic sanctions on Iran. The Treasury buyback plan is increasingly viewed as unlikely to anchor yields long term against structural upward pressure—large fiscal deficits, rising inflation expectations, competition for capital from AI‑driven corporate issuance, and a resilient U.S. economy. Bessent signaled fiscal consolidation plans, but entitlement overhaul looks politically difficult, and AI funding needs keep upward pressure on issuance, raising doubts Treasury can sustainably suppress yields. Companies mentioned: Nvidia, Paramount Skydance, Warner Bros. Discovery

This episode is a wild ride, folks, as we dive into the latest news from California's Capitol, where the Democrats are getting desperate to silence a journalist who's been exposing their corruption. You won't believe the lengths they're going to in order to shut him up.This episode is all about the absurdity of politics in California, where the lines between right and wrong seem to get blurred more and more every day. We're talking about a journalist who's been investigating some serious allegations of corruption, and the Democrats are doing everything in their power to discredit him. But what they're really doing is just making themselves look worse. We're also discussing some other news from California, including a candidate for the Stockton City Council who's been arrested for voter fraud. It's a wild story that you won't want to miss.We're also talking about the latest developments in the Eric Swalwell saga, where the former congressman is facing allegations of sexual misconduct. It's a story that's been making headlines for weeks, and we're breaking down the latest news and updates. And if you thought that was shocking, wait until you hear about the latest allegations against another California politician. It's a story that's got everyone talking, and we're here to give you the lowdown.So if you want to stay up-to-date on the latest news from California's Capitol, and hear the inside scoop on the latest scandals, tune in to this episode. We're talking about the stories that the mainstream media doesn't want you to hear, and we're not afraid to speak truth to power. Join us for a wild and informative ride that you won't want to miss.See omnystudio.com/listener for privacy information.

Global fuel prices have been rising again as conflict continues in the Strait of Hormuz. The US has now exported much of its diesel supplies – pushing up prices across the US and Europe. Crude oil prices haven't risen as much due to China's decision to stop exporting refined fuel, but Brent crude prices are rising again after the US and Iran ruled out extending their memorandum of understanding. Westpac Chief Economist Kelly Eckhold told Mike Hosking ultimately, there isn't enough fuel coming out of the Middle East. He says the prices of most fuels are increasing, including jet fuel, and petrol to a lesser extent. LISTEN ABOVE See omnystudio.com/listener for privacy information.

David McAlvany believes the outlook for crude oil remains highly volatile as the U.S.-Iran war shows no sign of easing as of Monday's trading session. He makes the case why prices can consolidate between $90 and $110 in the near future. David offers his advice on how investors can navigate the lasting volatility in the energy space. ======== 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

On this episode of The Futures Rundown, host Mark Longo welcomes back Brett Friedman of Winhall Risk Analytics and OptionMetrics for a deep dive into one of the strangest stories in the futures markets: crude oil's surprisingly underwhelming response to a major geopolitical conflict. With dire supply warnings and plenty of doom-and-gloom predictions, many expected crude to explode higher. Instead, the rally has repeatedly struggled to live up to the hype. Brett compares the current environment with previous oil-market disruptions, including the historic volatility of 2020, and explains why this latest episode hasn't come close to matching those extremes. We also discuss: Why crude oil hasn't behaved the way many fundamental analysts expected The unusual volatility picture in WTI What's driving heating oil and gasoline Why gold and silver have fallen out of the market spotlight The return of the AI trade and the "most hated" equity rally What's happening in rates and the Fed-watching game Natural gas and the strange predictability of seasonal trading The steepening VIX futures curve Why palladium may have attracted the wrong crowd Whether traders are using the VIX the wrong way And much more

Pakistan's key mediator has held a second meeting with Iran's Foreign Minister Araghchi and is seeking to extend the 60-day truce, according to an informed source cited by Al Arabiya.Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.Crude futures initially declined but clambered off worst levels, with price action indecisive amid the absence of any major geopolitical updates overnight.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.APAC stocks were predominantly in the green as the region took its cue from the mild positive handover from Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include UK GDP (Jun/Q2), Trade Balance (Jun), Swedish/Spanish Inflation Final (Jul), EU Industrial Production (Jun), US Initial Jobless Claims (Aug/08), PPI (Jul), Norges Bank Policy Announcement (Aug). Speakers include Fed's Hammack & Barkin, Norges Bank's Bache. Supply from the US. Earnings from Applied Materials, RWE, Antofagasta & Maersk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Crude oil erupts 10%, gold rockets 7% in just seven days, and emerging markets stage a comeback after cratering to 20%, but is it the real bottom? Ian and Trevor break down the wild moves shaking commodities, small caps, and international equities, plus why asset class rankings have been frozen since February. And stick around for the CPI's most shocking plunge of the week (hint: it's on your dinner plate). Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  Get Our Weekly Newsletter:  NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html  How to Find Us:  X: https://x.com/DorseyWrightNDW  LinkedIn:  https://www.linkedin.com/company/nasdaqdorseywright  Research: https://dorseywright.nasdaq.com 

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

'BradCast' 8/11/2026: War, Climate Chaos Now Threatening U.S. Crude, Diesel, Water, Power Supplies by Progressive Voices

Inflation is back on investors' radars with CPI hitting the wire to start Wednesday's trading session. Tom White tells investors to have their heads on a swivel as Wall Street digests the print, from crude oil to equities moving near all-time highs. CoreWeave (CRWV) is also catching lots of attention with its revenue surge and stock rally. ======== 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

Iran's Secretary of the Supreme National Security Council said the Strait of Hormuz would not open until the US accepts Iran's conditions.Crude futures edged higher amid the ongoing geopolitical uncertainty; spot gold reclaimed USD 4,400/oz to the upside.APAC stocks traded mixed amid geopolitical uncertainty, earnings releases and as participants await US CPI data; Europe is set for a flat open.DXY traded little changed as markets await US inflation data over the next couple of days and in the absence of any major fresh catalysts.10yr UST futures traded little changed following the prior day's rebound despite continued upside in oil.Looking ahead, highlights include German/Italian CPI Final (Jul), US CPI (Jul), IEA OMR, OPEC MOMR, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pakistan's Foreign Ministry said it continues to activate direct and indirect diplomatic channels between the US and Iran and that they are working to bring both sides to the negotiating table in Islamabad.US equity futures gain, with outperformance in NQ futures following stellar SMCI and CRWV earnings.DXY muted; low-yielding funders modestly weaker as JPY shorts are relocated.Fixed income benchmarks slightly firmer on light volume ahead of the key US CPI report.Crude choppy amid a lack of tangible US-Iran updates.Looking ahead, highlights include US CPI (Jul), OPEC MOMR, and supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

(00:00:00) Opening (00:00:43) Midweek BONUS Stupidity (00:48:04) Insane Week In Review (01:01:08) Genius Awards (01:11:24) Closing It's a TV personality's worst nightmare. Saying something that you can never take back on live TV. And it was a "blowout" of a different kind for one QVC host. Some Comcast employees that scored the lowest on the sales chart at an Xfinity Store were getting "creamed". A man doing his laundry at an Ohio apartment got a little too comfortable with his wardrobe--or LACK of one.In this Midweek BONUS Episode...Comcast Lawsuit Claims Underperforming Employees Were Tied Up, Hit With Cream Pies—ON CAMERAKY Woman Arrested For Pointing AR-15 At KFC Employee Over Slow Drive-ThruIL Jail Worker Hides Phone In Her Underwear For Inmate BoyfriendElderly MN Assisted Living Resident Has 18 Shots And A Beer Before CheckupUK Man Has Not Slept In 10 Days—Due To WASP INVASIONA Naked and Hungry Wisconsin Woman Arrested For Stealing AmbulanceNY Woman Climbs Onto Moving Car During Cheating ConfrontationPittsburgh Area Man With Munchies Crashes Into Police Car At McDonald'sOhio Man Arrested For Doing Laundry While NakedNC Mayor Arrested In His Own Town On 6 Felony Drug Charges1 Canadian Woman…12 Fake ID Names…No Luck during FL Traffic StopMurder Charges Filed On FL Man For Trying To CUT OFF Diver's Air SupplyQVC Host Toni Brattin Goes Viral After Accidental NSFW On-Air Blunder‘Big Brother' Contestant Lyric Medeiros Admits To Repeatedly Urinating In Shared ShowerWould-Be Robber Shoots Deli Worker in the Butt During Botched HoldupPA Man Calls 911 For Ride Home After Losing $400 At A Casino$#!t 'shoes' Designed To Be Used While On The “Throne” Are Selling OutIowa's US Sen. Chuck Grassley Bids Farewell To “Beth”: His 49-y/o VacuumSpanish Woman Claiming To Own The Sun Sues eBay For Blocking Solar Property SalesGeorgia Man Hit A Woman With His Car After She Said "Good Morning"CA Rich Kid Throws Fit After McLaren Is Turned Away From In-N-OutGet caught up with all the stupidity in the latest current event headlines with the Insane Week In Review and find out what stupidity was stupid enough to be christened with this week's Genius Awards!Become a supporter of this podcast: https://www.spreaker.com/podcast/insane-erik-lane-s-stupid-world--6486112/support.Real-time updates and story links are found on the TELEGRAM Channel at: https://t.me/InsaneErikLane  (Theme song courtesy of Randy Stonehill, ”It's A Great Big Stupid World”. Copyright ©1992 Stonehillian Music/Word Music/Twitchin' Vibes Music/ASCAP) Order your copy on the Wonderama CD from Amazon!This episode includes AI-generated content.

Nvidia makes a massive financing push, teaming up with top Wall Street bosses who pledge more than half a trillion dollars in capital. CEO Jensen Huang tells CNBC that his company's chips platform will become its own asset class. Hopes of a new deal over the Strait of Hormuz fade with President Trump claiming the U.S. fully controls the waterway and that it should be Iran who pays the U.S. reparations for 50 years of ‘damage'. Crude inches higher and Asian equities remain mixed while futures in Europe and the U.S. are flat.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US President Trump said, regarding potential escalation with Iran, that it is certainly possible and still has the ability to escalate.US President Trump, responding to Iran's requests for compensation during the conflict, said he was demanding compensation from Iran.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure. APAC stocks traded mixed following a lacklustre lead from Wall Street; European equity futures indicate a flat cash market open.DXY traded little changed, 10yr UST futures remained subdued, Crude futures held on to the prior day's spoils after rallying by more than 5%.Looking ahead, highlights include US ADP Employment Change Weekly, Existing Home Sales (Jul), Comments from RBA's Governor Bullock, Supply from Germany & US, Earnings from Supermicro & CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

S&P 500 futures are flat. Treasury and JGB yields up one to two basis points along the curve. Crude is strengthening amid latest setback in Strait of Hormuz-reopening talks. Gold is steady while silver edging higher. Dollar is firming against majors, strongest against yen and Korean won. Bitcoin little changed. Efforts to reopen the Strait of Hormuz remain stalled following a series of hard-line demands from Iran. Although Foreign Minister Araghchi claims a deal with Oman is nearing completion, he stressed that reopening the strait depends on the U.S. paying billions in compensation, withdrawing regional forces, unfreezing assets, and lifting sanctions. The U.S. has dismissed these conditions as unacceptable, with President Trump indicating he is willing to continue the economic pressure campaign as long as gas prices remain stable.Companies mentioned: Ashland, Trump Media & Technology Group, Paramount Skydance

Send us Fan MailLisa Weissler is the author of the 2025 book, Capitol Crude: the Impact of Oil on Alaska Politics. The book was the recipient of a 2025 Alaska Historical Society award for its promotion and understanding of Alaska history. Lisa began working in the Alaska State Capitol in 1981 where she staffed for Rep. Sam Cotten of Juneau. She later worked for Representatives Fred Zaroff of Kodiak, Ethan Berkowitz of Anchorage, and Beth Kertulla of Juneau, and Senator Hollis French of Anchorage. Interspersed between legislative staffing gigs she worked for the Department of Natural Resources, went to law school at the University of Oregon, clerked for Judge Bud Carpeneti, worked for Alaska's Coastal Program in Governor Knowles Administration, and worked for Department of Law in the Oil & Gas Division in Governor Palin's administration. Finally, in Governor Walker's Administration, she was tasked with writing a paper on the history of Alaska's oil and gas tax credit system. That paper eventually became the book we are talking about today. 

Crude oil prices are up again but investors don't seem to care, argues Molly Pieroni, as tensions surrounding the Strait of Hormuz persist. She offers more insight into energy company earnings and how the U.S.-Iran war remains a sticking point for corporations. Molly also talks about her stock picks in Canadian Natural Resources (CNQ) and Diamondback Energy (FANG). ======== 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

Weakened refining capacity in Russia and the Gulf is a boon to US refiners. Plus, the Trump administration's decision to revoke legal protections for migrants could hurt the US economy, and Google is shifting control of its AI effort from London back to Silicon Valley.Mentioned in this podcast:Refining crunch keeps fuel prices high as crude retreatsGoogle shifts AI power back to Brin as DeepMind's Hassabis steps aside‘People are going to kill me': Haitians fear deportation as US revokes protected statusWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

US President Trump thinks the war with Iran will end pretty soon and said the Strait of Hormuz is sort of open right now; Trump conducted a phone call with the Saudi Crown Prince.Oman and Iran reached an agreement over the Strait of Hormuz, according to MS Now citing two Middle East diplomats, although the diplomats declined to describe the details of the temporary agreement or what issues remain unresolved.A strategic plan for managing the Strait of Hormuz would reportedly prohibit the passage of vessels belonging to the US, Israel and other hostile countries through the Strait of Hormuz.APAC stocks ultimately traded mixed following the weak lead from Wall Street; European equity futures indicate a mildly lower cash market open.DXY took a breather, 10yr UST futures remained lacklustre, and Crude futures extended on the prior day's rally.Looking ahead, highlights include German Industrial Production (Jun), Trade Balance (Jun), French Trade Balance (Jun), US Jobs Report (Jul), Canadian Jobs Report (Jul), Ivey PMI (Jul), NY Fed SCE (Jul), Fed's Barkin. Credit Ratings include S&P on Switzerland.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

What happens when one of futures trading's most active voices joins us live from a secret "Batcave?" Plenty of market insight—and more than a few laughs. This week, Mark Longo is joined by Jermal Chandler (tastytrade) to break down the biggest stories moving the futures markets, including: Crude oil's wild reversal and why headlines continue to drive energy markets Gold, silver and palladium showing renewed strength Bond futures dominating trading activity as traders watch the Fed Nasdaq futures, tech volatility and the latest AI-driven market rotation The return of Bloomberg's B100 futures Are traders actually embracing the new Single Stock Futures? VIX volatility fades following another blockbuster earnings season Plus, the hottest futures products of the week, year-to-date leaders and laggards, and what active futures traders are watching next.

Iran and Oman have agreed on the broad framework for Strait of Hormuz reopening talks, Al Arabiya sources report. An announcement could come in days but the agreement still needs the approval of Iran's National Security Council.US VP Vance said negotiations with Iran will take some time and that talks with Iran were 'messy', but will land in a 'good' place for the US.US equity futures are mixed, with NQ underperforming as SanDisk falls as revenue guidance missed estimates.DXY muted; SEK benefits from hotter-than-expected inflation.Fixed income benchmarks in modestly narrow ranges; Crude benchmarks are essentially flat, with focus remaining on a potential Hormuz announcement.Looking ahead, highlights include US Initial Jobless Claims (Aug/01), Revelio PLS (Jul), Atlanta Fed GDP (Q3), CNB Policy Announcement (Aug), Banxico Policy Announcement (Aug). Speakers include Fed's Musalem. Earnings from ConocoPhillips & Fiserv.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US VP Vance said negotiations with Iran will take some time and that talks with Iran were 'messy', but will land in a 'good' place for the US.Iran's Deputy Foreign Minister said an understanding with Oman does not mean opening the Strait of Hormuz.Yemeni Houthis announced they targeted a Saudi oil vessel in the Gulf of Aden.Crude futures saw two-way trade and attempted to nurse some of the recent losses, in which Brent crude briefly returned to the USD 80/bbl territory.APAC stocks traded mostly lower following a similar performance stateside; European equity futures indicate a mildly positive cash market open.Looking ahead, highlights include Swedish Inflation (Jul), German Factory Orders (Jun), US Challenger Job Cuts (Jul), Initial Jobless Claims (Aug/01), Revelio PLS (Jul), Atlanta Fed GDP (Q3), CNB Policy Announcement (Aug), Banxico Policy Announcement (Aug). Speakers include Fed's Daly & Musalem. Supply from Spain & France. Earnings from ConocoPhillips, Fiserv, Rheinmetall, Merck & Diageo.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Markets are roaring back this week as breadth explodes: the Nasdaq Composite surged ~7%, the S&P 500 broke its triple-top to hit fresh all-time highs, and participation pushed to new 2026 highs with over two-thirds of stocks on a buy signal. We break down the technical picture across the S&P 500, Nasdaq 100, crude oil, and a sliding US dollar, plus blowout earnings from Microsoft (+15%) and Palantir (+30%). Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).  Get Our Weekly Newsletter:  NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.html  How to Find Us:  X: https://x.com/DorseyWrightNDW  LinkedIn:  https://www.linkedin.com/company/nasdaqdorseywright  Research: https://dorseywright.nasdaq.com 

The latest in business, financial, and market news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

US President Trump said they are moving along very nicely regarding Iran, and we will know in 48 hours about Iran.US is nearing a Hormuz deal and is aiming for an announcement on Wednesday, according to Axios.Axios reported that the proposed deal would route inbound Gulf traffic through Iranian waters and outbound traffic through Omani waters for 60 days, with no fees and the central lane cleared of mines within 30 days ahead of a permanent arrangement.Crude futures remained pressured overnight after sliding yesterday as multiple reports pointed towards progress surrounding the reopening of the Strait of Hormuz.APAC stocks were mostly higher as the region took its cue from the rally on Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include Global S&P Services/Composite PMI Final (Jul), US ADP Employment Change (Jul), ISM Services PMI (Jul), NBH Minutes (Jul), US Treasury QRA/Press Conference, BCB Policy Announcement (Aug). Speakers include Fed's Cook & Schmid. Supply from Australia & Germany. Earnings from Eli Lilly, Uber, Walt Disney, SanDisk, Siemens Energy, Infineon, Deutsche Post, Glencore & Novo Nordisk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Refined product prices have remained elevated this summer even as crude oil prices have fallen from their 2026 highs set just a few months ago. In today's RBN blog, we look at several factors that help explain the seeming disconnect between product prices and crude oil prices.

Crude oil prices fell sharply following comments from Treasury Sec. Scott Bessent which indicate positive developments on re-opening the Strait of Hormuz. Kevin Hincks recaps the geopolitical headlines hitting the wire prior to Tuesday's open. Later, he previews a meeting between AI leaders and White House officials set to take place today. Kevin says investors need to pay attention to jobs data this week, kicking off with JOLTS figures out this morning. ======== 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

Without any bullish news to keep the grain markets supported, a wetter forecast led the bearish move down today. The continued pullback in crude oil prices also weighed in, as the US and Iran talk about a potential long term peace deal. Cattle were higher today, cash trade for the week is expected steady to higher.

A US base in Kuwait was reportedly struck; UKMTO received a report of an incident 20 nautical miles northeast of Oman's Al Khasab. Additionally, a dry bulk carrier was reportedly hit by a projectile near the Strait of Hormuz. Iranian President said Tehran would defend its borders but does not seek to expand the war, according to state media.10yr JGB futures saw two-way trade, in which it briefly fell over 60 ticks on a weak 10yr JGB auction, before trimming losses.US equity futures are modestly higher, with PLTR and ON benefiting from strong earnings.DXY regains the 100.00 handle, USD/JPY nears 158.00 as 155.00 becomes the new floor.Energy benchmarks continue to climb amid US-Iran uncertainty.Looking ahead, highlights include US/Canadian Trade Balance (Jun), US JOLTS (Jun), Atlanta Fed GDP (Q3), New Zealand Jobs Report (Q2). Comments from Fed's Paulson. Earnings from Pfizer, Caterpillar, Merck, AMD & SpaceX.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stijn Schmitz welcomes Josef Schachter to the show. Josef is the Founder of Schachter Asset Management Inc. Josef clarifies that the current energy market tightness is not a crude oil shortage but a severe refining capacity problem, particularly impacting Asia. While US production has surged to 24 million barrels daily, allowing for exports, a lack of refined products in Asia has driven local prices to the equivalent of over $150 per barrel. He attributes the volatility to geopolitical tensions, noting that oil prices swung from the high $90s to $67 before rebounding into the mid-$80s on renewed conflict fears. Schachter outlines three potential scenarios for oil prices. If peace talks succeed and the Strait of Hormuz and Bab al-Mandab reopen, prices could fall back below $70, aided by China's massive strategic reserves and floating storage. If the conflict remains contained, a trading range between $70 and $94 is likely. However, a significant escalation involving Iran and key shipping lanes could push prices past the previous high of $119, potentially reaching $141.50. He warns that such a sustained spike above $120 would trigger severe global economic headwinds, combining with AI-driven job losses and high government debt to potentially cause a deep recession. From an investment perspective, Schachter sees energy producers as undervalued, trading on long-term price assumptions of $60-$65 oil despite his forecast of $80 average for the year and $90 in 2027. He highlights Canada as a particularly attractive region due to a new, supportive political stance toward fossil fuels, vast undrilled reserves, and discounted valuations compared to US peers. He advises that higher prices will economically transform lower-tier drilling inventory into highly profitable assets, offering significant upside for investors across the energy and service sectors. Timestamps: 00:00:00 – Introduction 00:00:42 – Current energy market conditions 00:02:46 – Crude oil supply analysis 00:04:23 – Refined product shortages 00:09:28 – Floating storage discussion 00:14:40 – Oil Shortage Debunking Thesis 00:17:47 – Dire Straits, Situation 00:21:08 – Asia refining crisis 00:25:42 – Asian Demand & Implications 00:29:05 – Recession and price scenarios 00:31:58 – Oil producer investment opportunities 00:35:48 – Canada energy sector outlook 00:41:10 – Other Opportunities? 00:46:47 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

The US and Israel are considering a land blockade of Iran to increase economic pressure, senior Israeli sources told The Telegraph. The plan could involve urging neighbouring countries and regional partners to restrict border crossings and trade.Iran's IRGC said two offending tankers were hit and stopped, and four offending tankers quickly changed course. Additionally, the IRGC said the Strait of Hormuz is closed, and any transit and movement will be possible only with the coordination of the IRGC Navy. BoJ kept rates unchanged at 1.00%, as expected, through an 8-1 vote, with board member Takata the dissenter who proposed a 25bps rate hike. Little move seen in Japanese assets following the announcement and Governor Ueda press conference. US equity futures are firmer, with Amazon surging pre-market (+12%) after reporting faster AWS growth.Fixed income benchmarks are mixed and way off best levels as energy prices rebound following recent reporting of a land blockade and hit tankers (Brent +0.3%).Looking ahead, highlights include Canadian GDP (May), US University of Michigan Final (Jul). Speakers include BoE's Pill, Fed's Hammack, Logan & Kashkari. Earnings from AbbVie & Chevron. Scope Ratings update on Switzerland.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Crude oil — often mistakenly described as a single, standardized commodity — is anything but uniform. Every stream has its own chemical fingerprint, including differences in density and sulfur content. Today, we'll dig into why crude quality matters and how it can make a real difference to the bottom line.

Crude oil takes another wild ride while equities whipsaw around earnings, the Fed, and geopolitical uncertainty on this episode of This Week in Futures Options. Mark Longo is joined by Dan Gramza of Gramza Capital Management to break down the latest action across the futures and futures options markets. They discuss the dramatic reversal in crude oil, the outlook for the major equity indices following a volatile week for tech, unusual December upside options activity in the Nasdaq-100, and what the options market is signaling in natural gas. Plus, single stock futures are back! Mark and Dan discuss CME Group's new single stock futures on names including NVIDIA, Tesla, and Apple, why previous attempts at SSFs struggled in the U.S., and whether this new generation of products could finally catch on. They also examine the big move in the Japanese yen, central bank intervention, and the latest options activity across FX. It's another packed tour of the movers, volatility, skew, and unusual options activity lighting up the futures markets this week.

Crude oil takes another wild ride while equities whipsaw around earnings, the Fed, and geopolitical uncertainty on this episode of This Week in Futures Options. Mark Longo is joined by Dan Gramza of Gramza Capital Management to break down the latest action across the futures and futures options markets. They discuss the dramatic reversal in crude oil, the outlook for the major equity indices following a volatile week for tech, unusual December upside options activity in the Nasdaq-100, and what the options market is signaling in natural gas. Plus, single stock futures are back! Mark and Dan discuss CME Group's new single stock futures on names including NVIDIA, Tesla, and Apple, why previous attempts at SSFs struggled in the U.S., and whether this new generation of products could finally catch on. They also examine the big move in the Japanese yen, central bank intervention, and the latest options activity across FX. It's another packed tour of the movers, volatility, skew, and unusual options activity lighting up the futures markets this week.

Join USCF's Substack: https://uscfinvestments.substack.com/In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ chats with John Love, CFA and CEO of USCF Investments. John discusses the ongoing Iran Oil Crisis, and whether it's close to ending, or will stretch on further, as well as the United States Oil Fund (USO). He also discusses the USCF Midstream Energy Income Fund (UMI), a midstream energy fund invested in companies that serve logistical needs for the energy market, the USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which dynamically invests in a broad range of commodities, and the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies. *********To learn more about USCF Investments visithttp://www.USCFInvestments.com 

The Fed left interest rates unchanged today despite inflation that's been above the 2 percent target for the last 60 months. Crude oil prices moved higher as the global conflict in the Strait of Hormuz flared again with attacks by Iran. Feeding America's latest update suggests food insecurity is still a major problem nationwide. 

US CENTCOM said IRGC forces launched multiple ballistic missiles from Iran towards US forces based in Jordan.Saudi Arabia's Defence Ministry said air defences intercepted and destroyed several drones, which had attempted to target petroleum facilities in the Eastern Region.US CENTCOM later announced that US and Saudi forces conducted strikes on Iran-backed terrorist sites in Iraq.Crude futures climbed as geopolitical tensions escalated (Brent Oct +2.8%); APAC was choppy, and sentiment deteriorated; Europe looks ahead to a subdued open.US equity futures, DXY, T-Note futures, and spot gold trade sideways ahead of FOMC.Looking ahead, highlights include Swedish GDP Flash (Q2), ECB Wage Tracker, US Atlanta Fed GDP, Fed Policy Announcement (Jul), BoC Minutes (Jul), Speakers including Fed Chair Warsh & RBA's Hunter, Supply from Germany, Earnings from SoFi, Microsoft, Meta, Arm, Qualcomm, L'Oreal, Hermes, Airbus, Porsche AG, BASF, UBS & Standard Chartered.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Crude futures are firmer after gapping higher overnight on escalating geopolitics, with Iran striking a US base in Jordan and subsequent US-Saudi strikes on Iranian-backed militia.European Bourses began the session on a softer footing but remain relatively resilient to the firmer oil prices and prior APAC weakness, with earnings also providing somewhat of a cushion/impetus in the absence of macro updates.US equity futures are modestly firmer (ES +0.2%, NQ +0.2%), supported by the KOSPI rebound, with focus firmly on the Fed decision.DXY is relatively uneventful, USTs are modestly softer, and precious metals are firmer but to varying degrees ahead of the FOMC. Looking ahead, highlights include the Fed Policy Announcement (Jul), BoC Minutes (Jul). Speakers include Fed Chair Warsh & RBA's Hunter. Earnings from SoFi, Microsoft, Meta, Arm, Qualcomm.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.

A temporary ceasefire in Iran dropped crude oil sharply, giving grain traders the catalyst needed to correct overbought corn and soybean markets. Wheat futures were caught in the undertow of the row crops, though the conflict in the Black Sea is ongoing. Producers should be watching for upticks in the market for opportunities to benefit from days like this one. Heather Ramsey with the ARC Group based in Lincoln recaps today's trade.

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third consecutive week of gains. Also in focus: President Trump imposes new tariffs on dozens of countries and weighs in on the AI data center backlash; American Express and Verizon shares head in opposite directions on earnings news; Elon Musk's message to The Economist magazine on AI; Oracle's 10-year, $7 billion Pentagon contract; How low can SpaceX go?   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another volatile trading week is in the books, and the biggest question may not be why technology stocks sold off—but where they stopped. After a sharp decline across the tech sector, several major indexes and leading stocks have fallen directly into important demand zones. That puts traders at a critical decision point: Is this where buyers step back in, or is the market preparing for another leg lower? In this week's Trading Week Wrap Up!, we'll break down the major financial headlines, examine the technical damage in technology stocks, and discuss the key price levels that could determine what happens next. We'll also answer several viewer questions covering some of the market's most closely watched areas, including: Cryptocurrency – Is the latest volatility creating opportunity, or signaling more trouble ahead? Crude oil – Can oil continue moving higher, and what could rising energy prices mean for inflation and the broader market? Amazon – Is the recent price action offering an attractive setup, or should traders remain cautious? Plus additional viewer questions on stocks, sectors, trading strategy, and market direction. The headlines may explain why the market moved, but the chart tells us where buyers and sellers are willing to act. With technology stocks sitting near significant technical levels, the next move could set the tone for the weeks ahead. Because a selloff into demand is not automatically a buying opportunity... The reaction at that level is what matters. Listen now:

Michael Bernstam explains how Ukrainian drone strikes have destroyed 30% of Russia's refining capacity, causing the "crack spread"—the profit margin for refining oil—to triple worldwide. While Russia exports crude, it now suffers from severe domestic shortages of gasoline and jet fuel. Consequently, Russia is forced to buy back its own refined oil from India at premium prices. Putin has been "hoist on his own petard," creating a global energy weapon that has ultimately turned against the Russian economy. (9)1860 INDIA

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.