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Today, we return to the subject of oil and the impact of the Iran War. How have flows and demand changed and why are prices so relatively low? Is this a function of great PR work on behalf of the US Administration? Or is something else happening? Why, contrary to all expectations, oil prices remain relatively subdued? And how long can this go on for? Here to answer those questions is David Wech, Chief Economist at Vortexa, the energy and shipping data and analytics firm. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
It's time to dive into the mailbag! One of my favorite shows is back as we tackle a wide range of viewer questions covering some of the hottest topics in today's markets. From crypto and commodities to SpaceX and Elon Musk, nothing is off limits. In today's episode, we'll discuss: Crypto futures and how they differ from spot markets The opportunities and risks of trading digital assets The latest developments surrounding SpaceX and its blockbuster IPO Elon Musk, his growing influence across multiple industries, and what it means for investors The outlook for Crude Oil as traders weigh geopolitical risks, supply concerns, and economic growth Plus several additional questions submitted by viewers One of the best parts of this show is that it covers the topics that you want answered. Sometimes the most valuable lessons come from questions that many traders are thinking—but few are asking. We'll also discuss how these stories connect to the broader market and what traders should be paying attention to as we head deeper into the quarter. Because successful trading isn't just about charts and indicators. It's about understanding the forces driving markets and making informed decisions. Listen now:
President Trump announces on his 80th birthday - Flag Day - that the US has signed a peace deal with Iran and that the Strait of Hormuz is open for business. Crude oil prices plummet. Spencer Pratt drops the mother of all ads and announces he has video evidence that will make Karen Bass and/or Nithya Raman disqualifiable candidates for LA mayor. This is WAR, he says. The billionaires on the All In Podcast dig into LA's sketchy election results and make a stunning admission: We are living in a Matrix - and voting is really just purposeful theatre.
US futures are trading higher, while European markets opened with strong gains. The US dollar has weakened noticeably, with most Asian currencies strengthening except the yen. Treasury yields are up at the short end but down at the long end, and sovereign yields in Asia have declined. Crude oil prices are lower, although Brent and WTI have recovered somewhat from their lows. Precious metals are showing solid strength, base metals remain supported, and cryptocurrencies are trading higher as well. The US and Iran have confirmed that a deal to end their conflict has been reached, with a signing ceremony scheduled for 19-Jun in Switzerland. The Strait of Hormuz will reopen once the agreement is signed, although President Trump noted that time will be needed to clear mines. Trump also stated that shipping will resume without tolls and that the US will immediately end its naval blockade. However, it remains unclear how the reopening of the Strait will align with Iran's ongoing assertion of sovereignty and its claimed right to collect fees. Companies Mentioned: Woodside Energy Group, Exxon Mobil, Uniper, ByteDance, Shanghai Iluvatar CoreX Semiconductor
Crude oil prices plunged near levels seen last June as the U.S. and Iran aim to sign a memorandum of understanding, leading to an immediate reopening of the Strait of Hormuz. Kevin Hincks explains how the headlines allow a risk-on trade to retake market momentum as stocks 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
The U.S. and Iran agree to a plan to end the war and reopen the Strait of Hormuz. Negotiations about Iran's nuclear capabilities will be discussed over the next 60 days. Crude prices fall back towards the $80-mark as President Trump declares ‘let the oil flow'. Asian equities move firmly into the green with European and U.S. futures also set to move higher. The U.S. moves to limit access to Anthropic's most advanced models, prompting the company to restrict access altogether. President Trump heads to the G7 summit in Evian urging France to abandon its tech tax or face a 100 per cent tariff on wine exports. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
It was a jam-packed week for Wall Street filled with volatility as U.S.-Iran headlines moved markets and caused crude oil prices to plunge. Marley Kayden walks investors through the week's biggest headlines, from Oracle's (ORCL) post-earnings sell-off to SpaceX's (SPCX) historic IPO. ======== 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
Crude oil dipped today with a potential resolution with Iran, which weighed on soybeans and spilled over into corn and wheat. Trade is looking ahead to the Quarterly Stocks report and the renewed acreage numbers at the end of the month. Opinions differ over whether we will see higher corn or bean acres based on profitability and input costs. Jeff Peterson with Heartland Farm Partners recaps today's trade.
Listen to the SF Daily podcast for today, June 12, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Crude oil is down due to potential US-Iran peace deal talks. Overnight rains in the Corn Belt improved crop outlooks, and the USDA's June report showed no significant changes in old crop balances but noted an 18 million bushel drop in new crop wheat carryout. Corn sales rose, with Japan being a major buyer, while soybean sales declined. Live cattle and feeder cattle futures gained, and beef exports were robust. Severe weather warnings were issued for the Nebraska Panhandle, and Missouri River flood advisories were in effect. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Iran's Mehr News reports that the US-Iran MoU includes the reopening of the Strait of Hormuz, lifting oil sanctions, and releasing frozen Iranian funds. The draft is still being reviewed. Brent -4.1%.The US and Iran deal signing could occur around the June G7 meeting in Geneva (June 15th - 17th).Global equities gain on the constructive risk tone, SPCX set to debut today.DXY rangebound, EUR holds above 1.1580 despite somewhat conflicting ECB reports. Fixed income benchmarks benefit from the softer energy prices.Looking ahead, highlights include Canadian Wholesale Sales (Apr), US UoM Prelim. (Jun) & SpaceX Debut.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Friday short-covering turned into an institutional buying stampede! Easing tensions in the Middle East have triggered a sharp drop in crude oil, presenting a multi-billion dollar relief to India's trade deficit. Join us as we analyze why this macro tailwind is a game-changer for high-consumption sectors like Aviation, Transport, and Corporate Manufacturing. Get the strategic brief here
Friday short-covering turned into an institutional buying stampede! Easing tensions in the Middle East have triggered a sharp drop in crude oil, presenting a multi-billion dollar relief to India's trade deficit. Join us as we analyze why this macro tailwind is a game-changer for high-consumption sectors like Aviation, Transport, and Corporate Manufacturing. Get the strategic brief here
Friday short-covering turned into an institutional buying stampede! Easing tensions in the Middle East have triggered a sharp drop in crude oil, presenting a multi-billion dollar relief to India's trade deficit. Join us as we analyze why this macro tailwind is a game-changer for high-consumption sectors like Aviation, Transport, and Corporate Manufacturing. Get the strategic brief here
Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on refineries have created a domestic manufacturing crisis, leading to fuel shortages for Russian agriculture and industry that are difficult to repair under sanctions. (9)1900
US equity futures are modestly higher, Asian markets are mostly lower but off their worst levels while European equities are firmer. Markets are trading more defensively amid persistent geopolitical uncertainty as US launched another wave strikes against Iran, targeting air defense systems, radars and drone command and control units. Crude gave back some of its earlier gains after CENTCOM declared mission complete. Trump had flagged an end to bombing after claiming Iran asked him to stop while warning strikes will restart unless Iran signs agreement. Additional headwinds include renewed tariff discussions, increased equity supply, and pockets of stress in private credit, while macro data continues to point to a resilient but cautious economic backdrop.Companies Mentioned: SpaceX, Microsoft, Anthropic, OpenAI
Hopes that the end is near for the war in Iran sent stocks higher.
US CENTCOM launched fresh strikes on multiple targets in Iran, which have since been “completed”. In retaliation, Iran struck 18 US military targets in two waves, and multiple explosions were reported at US bases in Kuwait and Bahrain.Speaking on Wednesday (US time), US President Trump stated that Iran must choose between war or a new deal and warned, “we'll bomb them to rubble tomorrow night” if there is no deal.Iran said the Strait of Hormuz was declared closed to the passage of any type of vessel, including all tankers and commercial vessels. However, the US rejected this claim, adding that transit was continuing through the Strait.Crude benchmarks gained on the US strikes, but have since most of the overnight advances given Trump had warned to hit Iran in advance, and after CENTCOM said the latest strikes had been completed. Brent Aug'26 +0.6%.APAC stocks extended lower; European equity futures are indicative of a weak open.DXY is slightly lower heading into US PPI, whilst G10s post mild gains.Looking ahead, highlights include Swedish CPIF Final (May), US PPI (May), Jobless Claims (May/30), ECB Policy Announcement (Jun), CBRT Policy Announcement (Jun), OPEC MOMR (Jun), Comments from ECB President Lagarde, Supply from UK, Italy & US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The US and Iran exchanged another round of strikes overnight, resulting in Iran announcing the complete closure of the Strait of Hormuz, effective immediately, and threatening to hit any vessel crossing the Hormuz.However, an Iranian source told Reuters that Iran and the US are still in negotiations over a preliminary deal, which includes a mechanism for unfreezing funds. US equity futures pare Wednesday's losses ahead of SPCX IPO pricing.DXY flips across the 100.00 handle; EUR muted ahead of ECB policy announcement.Fixed income muted, US 10yr remains above 4.50% with PPI ahead. Crude futures reverse earlier gains amid positive reports of continued US-Iran negotiations.Looking ahead, highlights include US PPI (May), Jobless Claims (May/30), ECB Policy Announcement (Jun), CBRT Policy Announcement (Jun), OPEC MOMR (Jun), Comments from ECB President Lagarde, Supply from the US and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Investor optimism returned overnight as stocks surged on fresh claims that a peace deal could be imminent. Crude oil prices also plunged on cancelled military strikes, while the Aussie share market is poised for a strong open following Wall Street’s rally. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. 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.
US launched fresh strikes on Iran in response to Monday's downing of an Apache helicopter; the mission was a “proportional response” to Iranian aggression, while President Trump called it “very strong and powerful”.Iran responded with attacks on US bases in Bahrain, Kuwait and Jordan; Brent Aug'26 U/C.A White House senior official said nothing has changed in their position regarding an agreement with Iran, and it is still close despite the strikes.Iranian Foreign Ministry spokesperson Baghaei says they need to reassess, following the overnight clashes, when questioned on talks with the US, SNN reports.US equity futures extend lower and currently reside at lows; NQ -1.2% underperforms.DXY is incrementally lower into US CPI; USD/JPY choppy on reports that BoJ Governor Ueda is in hospital and will not attend the June meeting.Global fixed benchmarks are slightly lower in quiet trade, US paper awaits data and a 10yr auction.Looking ahead, highlights include US CPI (May), BoC Policy Announcement (Jun), Speakers including BoC's Macklem, Supply from the US, Earnings from Oracle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this latest OIES podcast, Bassam Fattouh talks to Neil Fleming, Global Head of Editorial at Argus, and Aldric Chew, Senior Editor, Asia-Pacific Oil Products at Argus Media, about how the prolonged disruption of flows through the Strait of Hormuz (SOH) has been impacting refining runs and refined products markets based on their contribution to […] The post OIES Podcast – Beyond crude: the profound effects of the Strait of Hormuz disruption on oil products markets appeared first on Oxford Institute for Energy Studies.
US President Trump said they are negotiating with Iran, and a victory will happen very soon, while he stated they will declare total victory in two weeks.US President Trump said Israel and Iran agreed to leave each other alone for another week.US equity futures continue to gain; FTSE 100 underperforms as Pharma giants fall. DXY returns below 100.00 handle, Kiwi outperforms while GBP gains following strong BRC sales. Fixed income benchmarks are tentatively firmer as geopolitical tensions ease.Crude continues to soften amid halted Iran-Israeli strikes; metals supported by softer dollar and positive risk toneLooking ahead, highlights include Mexican Inflation (May), US ADP Weekly Change, Exports/Imports, Atlanta Fed GDP, Existing Home Sales (May), Wholesale Inventories (Apr), Canadian Exports/Imports (Apr), EIA STEO (Jun), Comments from ECB President Lagarde, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said they are negotiating regarding Iran and a victory will happen very soon; he stated they will declare total victory in two weeks; Brent Aug'26 -1.1%Trump was said to have warned Israeli PM Netanyahu that if he turns escalation into war, he will be left alone against Iran. He also told the Israeli PM that if he does not get an Iran deal within a few days, he would lead the strikes on Iran.A top Iranian official casted doubt on a deal being imminently reached between the US and Iran, telling CNN that major roadblocks persist on issues like Iran's nuclear program and uranium enrichment.Pentagon accused several Chinese tech-giants (Alibaba, Baidu, BYD, Tencent) of aiding the Chinese military.APAC stocks traded mixed; European equity futures are indicative of a slightly weaker open.DXY is incrementally lower with G10s broadly firmer, and the Kiwi outperforms.Looking ahead, highlights include German Balance of Trade, Exports, Imports (Apr), Mexican Inflation (May), US ADP Weekly Change, Exports/Imports, Atlanta Fed GDP, Existing Home Sales (May), Wholesale Inventories (Apr), Canadian Exports/Imports (Apr), EIA STEO (Jun), Comments from ECB President Lagarde, Supply from Netherlands, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Over the weekend, Israel struck Lebanese targets despite US President Trump urging Israeli PM Netanyahu to refrain from strikes. In retaliation, Iran launched missiles at Israel.US President Trump has ordered Israel and Iran to immediately stop shooting. Crude futures jump (Brent Aug'26 +4.1%) following the renewed strikes, weighing on fixed income benchmarks.European bourses slump after renewed Middle East strikes and further tech selloff, while US equity futures rebound from last week's selloffDXY rangebound; antipodeans outperform while USD/JPY slips back below 160.00 handle. Looking ahead, highlights include US NY Fed SCE (Jun), Apple WWDC Keynote (June 8-12).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Israel conducted airstrikes in Beirut, which led to retaliatory attacks by Iran against Israel. The Iranians warned that if Israel expands its Lebanon operations, it will deliver “devastating blows”; Brent Aug'26 +4.1%.US President Trump said he was supposed to announce that a deal with Iran would be signed this week, and now this (in reference to the above airstrikes) is happening.US President Trump said Israeli PM Netanyahu will have no choice but to accept whatever deal the US negotiates with Iran because he calls the shots.APAC stocks were negative, amidst the geopolitical escalation and after Friday's tech-led losses. European bourses are indicative of a weak open.DXY is a touch lower, whilst Antipodeans are incrementally firmer. USD/JPY hovers above 160.00.Looking ahead, highlights include German Factory Orders (Apr), US NY Fed SCE (Jun), Apple WWDC Keynote (June 8-12).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
It has struck us for some time that crude prices continue to reflect an overly optimistic view about when normal shipping will resume in the Strait of Hormuz. There is no acceptable military solution available to the US. The Iranian threat will stop when Iran so decides. Nonetheless, every positive social media utterance from President […]
Everyone likes to laugh, but not everyone agrees about what's funny. So if something tickles you, don't worry what anyone else thinks. That's the attitude the "How We Heard It" hosts had when they dove into this week's topic: goofy movies we can't resist. There are different kinds of intentionally funny movies, from slapstick to smart humor wrapped in absurd premises. Crude jokes, innuendo, outrageous sight gags and bizarre plot twists all find their way into these movies. Then there are the unintentionally funny movies, sometimes so bad or hokey that you groan more often than you giggle. But they're funny all the same, despite their intentions. Spotlighted in this episode are films from the 2020s going back to movies from before we were born, ranging from big budget cinematic adventures featuring A-list stars to those with shoestring budgets and a cast of nobodies. The hosts pass judgment on oldies like "Blazing Saddles," "Airplane!" and "Naked Gun" to not-quite-as-oldies like "Dumb and Dumber," "Death Becomes Her" and "Joe Dirt" to more recent film fare like "Splitsville," "Fackham Hall" and "Bodies Bodies Bodies." Of course, humor has changed through the years, so "How We Heard It" also takes a look at the films that haven't held up over time. Some of those old bits were classic, but some make you wonder why anyone ever thought they were funny in the first place.
This week, a renewed ceasefire was proclaimed between Israel and Lebanon; a deal that hinges on the complete cessation of attacks from the Iranian-backed militants Hezbollah and withdrawal from the south of the country. But 24 hours later, Hezbollah rejected the agreement that is closely tied to the wider temperamental talks between Iran and the US, with the Iranian regime threatening to abandon negotiations with Washington over the events in Lebanon and growing occupation by Israeli forces, including the capture of a medieval crusader castle on Sunday.
Iran has informed Pakistan of its acceptance of transferring part of its uranium to a third country that agrees to it. However, Al Arabiya followed up by stating that the US still refuses Iran's request to release its frozen funds.US equity futures tilt negative as AVGO AI revenue guidance continues to infect the tech space. G10s firm against the Buck into NFP, expectations of 85K.Tentative action across fixed benchmarks, while gilts outperform as the Makerfield by-election nears. Crude off lows while Washington gives Iran till the end of the week to respond.Looking ahead, highlights include US Jobs Report (May), Canadian Jobs Report (May), Speakers include BoE's Bailey & Dhingra.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Oil is up but stocks shrugged it off. What's really going on in the markets right now?In this episode of The Futures Edge, Jim Iuorio and Bobby Iaccino break down the disconnect between crude oil prices and equity markets, the massive implications of the UAE leaving OPEC, and exactly what levels to watch on the Mag-7, Apple, and Nvidia going into earnings.◾️ Timestamp00:00 — Intro & sponsors01:30 — Stocks vs oil disconnect: why the market doesn't care03:00 — CME Trade Against the Pro challenge recap (NASDAQ trade)05:00 — Apple analysis: 7-8% from the 50MA = danger zone?08:00 — Has the market gotten numb to volatility?11:00 — Crude oil breakdown: grinding lower or supply shock ahead?13:30 — Goldman Sachs note: emergency oil reserves running out15:00 — UAE leaves OPEC — what happens to oil prices now?18:00 — Venezuela oil: the wildcard no one's talking about20:00 — Mag-7 ETF analysis (MAGS) — room to run?22:30 — IonQ vs Rigetti: which quantum computing stock?27:00 — Palo Alto (PANW) breakdown29:00 — Silver vs copper: the sulfuric acid connection32:00 — Tesla missed entry — Bobby explains the process35:00 — Unfiltered Investor newsletter trade of the week (Monster Beverage)39:00 — Spirit Airlines bankruptcy & airline deregulation
The global crude oil market continues to see disrupted exports from the Middle East. Yet, with soft Asian demand and the release of strategic reserves around the world, Europe now finds itself struggling to place excess crude oil barrels ahead of peak summer demand. To examine the latest development in European crude oil balances, S&P Global Energy's Gary Clark, associate director, is joined by frontline price reporters Ernest Puey and Patrick McAllister to unpack supply drivers that have led to the current supply glut.
US President Trump said they have been hitting Iran pretty hard and Iran negotiations are going well, while he suggested a deal could happen over the weekend. Though noted that it could go another two or three weeks, Brent Aug'26 -0.7%.Talks between Iran and the US were reportedly still ongoing, and no final decision had been made, according to Fars, citing a member of Tehran's negotiating team.An Iranian negotiating delegation media team member outlined a four-stage proposal for a deal with the US. 1) Ending the war, 2) tangible measures re. the Strait, 3) sanctions and nuclear issues, 4) the establishment of a supervisory committee.APAC stocks traded lower following a negative handover from the US; European bourses are indicative of a softer open.G10s are mostly slightly firmer against the USD; JPY gains slightly on reports that the BoJ is to mull a hike this month, with another possible this year.Looking ahead, highlights include Swedish CPIF (May), Swiss CPI (May), EU Retail Sales (Apr), US Challenger Layoffs (May), Jobless Claims (May/30), Revelio PLS (May), and Chicago Fed Labor Market Indicators Final (May). Supply from Spain & France. Earnings from Docusign, lululemon & Ciena.Speakers include BoE's Bailey, ECB's Lagarde, Fed's Daly, Bowman & Barkin.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
An informed source to Al Arabiya said the agreement on the release of frozen Iranian funds in its final stages, but the search continues for a mechanism on frozen funds. However, US President Trump informed the mediators of his refusal to release funds to Iran before signing the agreement.Israel and Lebanon agreed to a ceasefire in US-brokered talks, with the ceasefire contingent on Hezbollah's evacuation from the Litani. Despite this, there have been reports of continuing attacks in Southern Lebanon.US equities mixed as disappointing AVGO and CRWD earnings weigh on NQ and ES. Fixed income benchmarks gain by a handful of ticks ahead of Friday's NFP.DXY softened; JPY saw fleeting strength following hawkish BoJ reports, CHF firmer despite softer CPI data.Crude slips as efforts for a US-Iran deal continue.Looking ahead, highlights include Jobless Claims (May/30), Revelio PLS (May), Chicago Fed Labor Market Indicators Final (May), Speakers include BoE's Bailey, Fed's Daly, Bowman & Barkin, Earnings from Docusign, lululemon & Ciena.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode, host Mark Longo is joined by veteran futures broker and author Carley Garner of DeCarley Trading to break down a wild week of macro action, massive energy spikes, and some deeply unusual livestock drivers. Mark and Carley dive into the ongoing Middle East conflict's impact on energy, tracing why the crude oil rally is starting to "get old" despite the Strait of Hormuz remaining closed. They analyze the structural parallels between the current market and the 2022 price spikes, outline the best hedging strategies using micro futures and options, and explain why soybean oil is stepping up as a fascinating energy substitute. They also break down this week's top movers—including an unexpected surge in cash-settled butter—and take a look at the dark side of the tape, where crypto (Bitcoin and Ether) and grains are experiencing aggressive liquidations. Plus, Carley reveals how "screw worm" flesh-eating parasites, border closures, and a multi-year drought have fueled an historic, toppy rally in live cattle futures. In this episode, we cover: The Trading Pit: Early vs. later-stage trading strategies during geopolitical conflicts; selling expensive upside call premium in WTI and Brent. The Energy Overdrive: Why heating oil, RBOB, and soybean oil are pacing the year-to-date leaderboard. Crypto vs. Equities Divergence: Bitcoin ($BTC) and Ether ($ETH) falling out of lockstep with the tech-heavy NASDAQ. Is Bitcoin still a reliable risk barometer? Livestock & Ag Breakdown: Spotting a potential double-top in Live Cattle and how to manage downside risk using cheap options. Futures Free-for-All Q&A: Carley's take on the upcoming move to 23.5-hour equity trading and extended options hours, plus cutting through social media "hype" coins.
122,000 private payrolls jobs were created in May, beating expectations in a time where investors are highly focused on the labor market. Kevin Hincks highlights the reports and talks more about the importance of the numbers. Crude oil prices spiked Wednesday morning as U.S. and Iran tensions escalate in another round of strikes. ======== 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
The US struck Iran's Qeshm Island, which was then met with retaliatory Iranian strikes on US bases in Kuwait; explosions were also reported in Saudi Arabia, and air sirens were set off in the UAE. US CENTCOM said that the Iranian drone attacks were “successfully defeated.”US proposed new tariffs of at least 10% on imports from 60 trading partners following Section 301 investigation. Crude (Brent +2.7%) rebounds as US and Iran's flare-up ripples through the Middle East; yields follow the energy rise. US equity futures mixed, with NQ outperforming as MRVL (+9.3%) continues to surge. DXY moves higher amid geopols, JPY outperforms amid commentary by PM Takaichi and BoJ Ueda. Looking ahead, highlights include US ADP Employment Change (May), S&P PMI Final (May), ISM Services PMI (May), Factory Orders (Apr), Fed Beige Book, Speakers including ECB's Cipollone, Fed's Barr & Logan, Earnings from Broadcom & CrowdStrike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said talks with Iran were continuing at a rapid pace; he thinks he will have an agreement with Iran to extend the ceasefire and reopen the Strait of Hormuz over the next week.Iran's Foreign Ministry said the US bears direct responsibility for violations of the ceasefire with Iran and by Israel in Lebanon, adding that a violation on one front was equal to violations on all fronts.The US is in talks to expand nuclear weapon deployments in Europe, according to the FT.Crude futures gradually pulled back overnight following the prior day's rally; fixed income caught a bid overnight.APAC stocks were mixed following the choppy performance stateside; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5%.Looking ahead, highlights include EZ CPI (May), JOLTs Job Openings (Apr), RCM/TIPP Economic Optimism, New Zealand Export/Import Prices (Q1), NBP Policy Announcement (Jun). Speakers include Fed's Kashkari & Hammack, BoE's Bailey & Greene, ECB's Vujcic. Supply from the UK & Germany. Earnings from Dollar General, Palo Alto & ULTA Beauty.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Hostilities in the Middle East escalate, causing crude oil prices to spike at the start of Monday's trading session. Kevin Green explains how headlines from Iranian officials generate new headwinds for the energy trade should they materialize. In equities, KG touches on Berkshire Hathaway's (BRK/B) $6.8 billion acquisition of Taylor Morrison Home (TMHC) and Barry Diller's People Inc. preparing a $18 billion bid for MGM Resorts (MGM). ======== 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
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.
Dan Gramza joins Mark Longo on TWIFO 499 to break down a wild week across futures options. Equities continue to rally, nat gas lights up the tape, crude oil and Brent tumble, and metals remain stuck in a choppy range. Plus, a look at hot options activity in Russell 2000, natural gas, WTI crude, gold and silver.
Are we REALLY there with Iran now? Crude oil prices certainly reflect some positive momentum. Now if gas prices would catch up...we've got the Captain of the Snowbirds on with us this hour and if you don't know what that is, then we'll tell you.
Dan Gramza joins Mark Longo on TWIFO 499 to break down a wild week across futures options. Equities continue to rally, nat gas lights up the tape, crude oil and Brent tumble, and metals remain stuck in a choppy range. Plus, a look at hot options activity in Russell 2000, natural gas, WTI crude, gold and silver.
The text of the possible memorandum of understanding between the US and Iran has not been finalised and confirmed to this point, according to Tasnim.A Romanian radio station reported that a drone hit a residential building in Romania's Galati, near the border with Ukraine.The EU is to discuss restrictions on Chinese imports, although no decision was expected on Friday.Crude benchmarks are currently trading towards lows; Brent Aug'26 -1.6%.European bourses are broadly firmer this morning, whilst US equity futures are contained; Dell +37% post-earnings.DXY gains slightly, whilst the Kiwi outperforms after hawkish speak from RBNZ officials.Looking ahead, highlights include German Nationwide CPI (May), Canadian GDP (Q1). Speakers include Fed's Schmid, Bowman, Paulson & Daly. Credit Rating updates include S&P on France & Hungary, Morningstar DBRS on Spain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The text of the possible memorandum of understanding between the US and Iran has not been finalised and confirmed to this point, according to Tasnim.A Romanian radio station reported that a drone hit a residential building in Romania's Galati, near the border with Ukraine.The EU is to discuss restrictions on Chinese imports, although no decision was expected on Friday.APAC stocks headed into month-end on the front foot as the region took impetus from the gains stateside.Crude futures were subdued after wiping out the prior day's initial gains.European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with losses of 0.3% on Thursday.Looking ahead, highlights include Spanish HICP (May), German Import Prices (Apr), State/Nationwide CPI Prelim. (May), Unemployment Rate (May), French GDP Final (Q1), HICP Prelim. (May), Italian HICP Prelim. (May), Canadian GDP (Q1). Speakers include BoE's Bailey, Fed's Kashkari, Schmid, Bowman, Paulson & Daly. Credit Rating updates include S&P on France & Hungary, Morningstar DBRS on Spain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Carl Quintanilla, Jim Cramer and David Faber drilled down on tech and the AI trade: Salesforce shares fell in reaction to the company's mixed Q1 results and lighter-than-expected revenue guidance for the current quarter. Shares of Snowflake soared on news of its Q1 beat, raised outlook and a $6 billion commitment to its multiyear partnership with Amazon's AWS. On the M&A front: Fertitta Entertainment agrees to buy Caesars Entertainment in an all-cash deal valued at $5.7 billion. Also in focus: Crude oil prices rise amid faltering hopes for a U.S.-Iran deal, Marvell extends its rally, Dell wins Pentagon contract, retailers surging on earnings, Meta launches subscriptions, Cramer's take on investing in Microsoft, economic data deluge. 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.
Big changes are coming for Honeywell—and shareholders are trying to figure out what it all means. In today's episode, we break down Honeywell's upcoming spinoff plans and why the company is restructuring itself into multiple standalone businesses. We'll discuss: Why companies pursue spinoffs How shareholders are impacted Whether these moves actually create value And what traders should watch as the separation moves forward Honeywell's aerospace division is expected to become its own publicly traded company as part of a broader restructuring effort aimed at unlocking shareholder value. But while corporate restructuring dominates headlines, geopolitics is once again moving markets. We'll also dive into the latest Iran peace talks and the sharp collapse in Crude oil prices as traders begin pricing in the possibility of easing tensions in the Middle East. After weeks of volatility and fear-driven spikes, oil suddenly reversed hard—raising the question: Was the panic overdone from the start? This episode connects: corporate strategy geopolitics and market psychology …all in one show. Listen now:
"Crude oil futures are telling you there's some good news going on" amid the U.S.-Iran War, says Kevin Hincks. A dip below $90 a barrel and speculation that both countries are reaching a peace agreement are two factors he sees leading market momentum into Wednesday's trading session. In stock movers, Kevin can't ignore the parabolic rally in Micron (MU) and other AI memory chip stocks as Micron hits $1 trillion in market cap. ======== 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
Crude oil has pulled back as U.S.-Iran tension fears ease. Jim Iuorio says AI-driven CapEx and strong demand will help the U.S. economy avoid an oil shock, while flagging potential supply increases. Jim turns to opportunities he sees in Tesla (TSLA) and metals like Silver and gold.======== 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