Podcasts about dovish

On June 13th, Israel launched attacks on several military and nuclear facilities in Iran, marking the beginning of a 12-day war between the two countries. The United States followed with targeted strikes on Iranian nuclear sites to prevent Iran from becoming a nuclear power and posing a threat to regional and global stability. China's involvement in the conflict was limited to condemning the Israeli and US use of military force and calling for de-escalation. Beijing offered only rhetorical support for Tehran. To discuss what the Israel-Iran war reveals about China's relationship with Iran, its evolving strategy in the Middle East, and the broader implications for US-China competition, we are joined by Yun Sun on the podcast today. Yun is a Senior Fellow, co-Director of the East Asia Program and Director of the China Program at the Stimson Center. Her recent piece in The Wire China entitled “How China Sees Iran's Future” offers provides a nuanced take on Beijing's calculus during and after the war. Timestamps[00:00] Start[01:34] China's Diplomatic Strategy Toward the Middle East[05:00] A Limited Chinese Response and China's Regional Role[08:19] Chinese Perceptions of Iran's External Strategic Blunders[15:00] Trickling Chinese Investment into Iran[20:10] Chinese Concerns About a Nuclearized Iran[25:09] Implications of the Israel-Iran War for China's Energy Security[32:04] Trump's Response Shaping Chinese Views of the United States 

With President Trump set to announce Jerome Powell's replacement as Fed Chair “very soon”, policy is likely to turn more dovish. The Trump administration also received a boost with a Supreme Court ruling that federal district courts can no longer issue nationwide injunctions. Meanwhile, a trade deal with China has been signed.In the treasury market, two key developments signal more demand ahead. Firstly, changes to the Enhanced Supplementary Leverage Ratio could free up $5.5 trillion for low-risk assets, mainly treasuries. Additionally, the passing of the GENIUS Act by the US Senate introduces stablecoin regulations that could increase mainstream usage, which could in turn drive demand for treasuries. With these changes in pace, the worries about central banks selling treasuries seem less pressing – after all, as the old saying goes, “If you owe money to yourself, it's not really a problem.”

Cessar-fogo entre Irã e Israel e falas mais dovish de Powell ajudam mercados. No Brasil, BC realiza operações no mercado de câmbio e Congresso vota derrubada do IOF.

Kevin Hincks reporting from Cboe Global Markets breaks down the latest tensions overseas and how it impacts market performance. Right now, he says headline risk is "leaning more positive" but that a lot of "uncertainty out there" could still keep tensions elevated as Iran/Israel tentatively accept ceasefire terms. Kevin also adds that this week's Fed speakers have become further market-moving events and believes Jerome Powell's testimony in Congress could be another one to watch. Later, Kevin breaks down the latest housing data. ======== 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

“Most central banks will prefer to sit back and wait and see.” In this week's PERSPECTIVES Weekly podcast, the Global Head of the Private Bank's Chief Investment Office, Markus Müller, notes that the U.S. Federal Reserve's decision to stay put on rates is likely to be echoed by other central banks, as the economy confronts geopolitical instability and trade uncertainty. The Fed's Chairman, Jerome Powell, made clear that the U.S. central bank is “well positioned to take a wait-and-see approach on the future path of rate cuts.” In his other capacity as the Private Bank's CIO for Sustainability, Markus also takes a moment to explain some recent developments in carbon-capture technology, and to consider the possible impacts on carbon markets, particularly the better-developed one in Europe. It is not only carbon emitters who need to pay attention, he says. “Carbon capture is an essential ingredient for society, not an option – in our point of view – if we want to limit climate change.”Of the macroeconomic data coming this week, “the really big one is, of course, the University of Michigan consumer sentiment on Friday,” Markus says. “And the Fed might be watching this one too.”For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

George Goncalves, Head of Macro Strategy in the Americas recapped an action-packed month full of uncertainty. Weak US fundamentals with the jobs data remaining mixed while inflation continues to come in softer suggesting that the Fed is behind the curve. George then previewed our expectations for the June FOMC meeting where he notes that the US data has deteriorated enough that the Fed may use this meeting to pivot towards a more dovish stance to gain flexibility to ease at future FOMC meetings.

Billionaire investor Paul Tudor Jones said President Donald Trump is likely to appoint an “uber dovish” Federal Reserve chair to accommodate his growth agenda, adding he thinks US Treasury Secretary Scott Bessent would be his likely pick when Jerome Powell’s term ends. Jones, Tudor Investment CEO, spoke with Bloomberg's Matt Miller and Katie Greifeld.See omnystudio.com/listener for privacy information.

In this Australian Property Podcast episode, your hosts Pete Wargent of AllenWargent Property Buyers and Chris Bates from the Alcove mortgage group talk about rate cuts Topics covered today: 1 – All ingredients are in place for an enduring housing recovery 2 – The pros and cons of moving to regional Aus 3 – A third of Aussie homes now worth $1m Resources for this episode RBA delivers a confident cut RBA delivers confident, somewhat dovish update – Pete Wargent Blog Green light for 0.25% rate cut – MacroBusiness Employment surges to record high 16.43 million in April Unemployment rate steady at 4.1 per cent Chris Joye on the ingredients for a housing recovery  A third of homes now worth $1m Young Aussie's rude shock after investment property lost value – news.com.au What does $1 million now buy in Australia's housing market – CoreLogic What $1 million buys in the housing market – ABC News NAB dials up return to office push for 5 days per week 24 lenders have cut fixed rates – now seeing fixed rates in the 4s A third of Aussie homes now worth $1m (Cotality, Eliza Owen) What does $1 million now buy in Australia's housing market – CoreLogic What $1 million buys in the housing market – ABC News Australia's rental crisis is permanent Is Trump driving Aus house price growth? Younger generations are delaying home ownership Listener Q&A 1 – R I have a commercial property I use for my business in my SMSF. What happens when the policy changes for taxing unrealised gains? Will it be implemented? Is there anything I can do? 2 – Fred Flintstone I can get a reasonably good fixed rate of 5%. Is it worth fixing or not? What are the benefits of fixed rates? Can I fix half of the mortgage? Rask Resources Pete's Buyers Agency: https://www.allenwargent.com.au Alcove mortgage broking: https://www.raskmedia.com.au/services/mortgage-broking  Amy Lunardi Buyers Agency (Melbourne) www.amylunardi.com.au  All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

The RBA cut the cash rate by 25bp to 3.85% on Tuesday. The post-meeting communication was more dovish than most expected. In this week's podcast, Belinda Allen and Harry Ottley from the Australian Economics team discuss at the decision itself and what it means for the prospect of future rate cuts.  ------ DISCLAIMER ------  Important Information    This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).   Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance   Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice. This podcast provides general market-related information and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA Data' is cited, this refers to the Bank proprietary data that is sourced from the Bank's internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. The data used in the ‘CommBank Household Spending Insights' series is a combination of the CBA Data and publicly available ABS, CoreLogic and RBA data. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement. The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations made are reasonably held and are based on the information available at the time of its compilation. The Bank makes no representation or warranty, either expressed or implied, as to the accuracy, reliability or completeness of any statement made.  Liability Disclaimer   The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.

APAC stocks traded higher but with gains capped in severely thinned conditions owing to mass holiday closures across the region and in Europe for Labour Day.BoJ kept rates unchanged at 0.50% and provided some dovish rhetoric despite maintaining its rate hike signal.US is said to have reached out to China recently for tariff talks, according to Bloomberg citing an influential social media account.US stocks were boosted heading into the Wall St closing bell. Futures saw a further lift following strong earnings from Microsoft and Meta.DXY is higher, JPY lags post-BoJ with USD/JPY eyeing 144 to the upside, EUR/USD sits around the 1.13 mark.Looking ahead, highlights include US Challenger Layoffs, Jobless Claims & ISM Manufacturing, BoJ Governor Ueda's Press Conference.Earnings from Amazon, Apple, Riot Platforms, Reddit, Airbnb, Eli Lilly, Roblox, CVS, MasterCard, McDonald's, Drax, Hiscox, Lloyds, Kerry, Whitbread, Standard Chartered & Telecom Italia.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A brief look at financial markets with Bokor in the Morning brought to you by Steve Bokor at Ventum Financial Corp. a member of SIPC

BUSINESS: BSP seen more dovish amid global uncertainty | April 18, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimesVisit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

RBI cuts rates to support growth, India eyes US trade deal, and Vaishnaw talks AI, chips & rail safety. Perplexity plans India pricing, Adani inks big infra deal, and investor faith in equities stays strong. Tune in for the top stories.

In this week's episode we cover yesterday's Fed meeting and rate decision, discuss the macro outlook, dig into the pump.fun vs Raydium battle within Solana, and explain Strategy's recent STRF issuance.

  5 sources Bloomberg reports Apple's executive reshuffle in its AI division, naming Vision Pro chief Mike Rockwell as the new head of Siri, replacing John Giannandrea in that role due to concerns over AI product development. Several financial news outlets, including ZeroHedge, analyze the Federal Reserve's March 2025 FOMC meeting. They discuss the decision to hold interest rates steady while slowing quantitative tightening, and the market's positive initial reaction despite a somewhat weaker economic outlook influenced by trade policy. Powell's press conference, particularly his dismissal of a consumer inflation expectations survey and comments on the impact of tariffs, is a central focus of the financial analysis.

The Fed meeting showed a very dovish Fed moving forward, but were they dovish for all the wrong reasons? We'll discuss. Plus, Americans are expected to bet more than $3 billion on March Madness this year. This year, Robinhood is getting in on the action. And, what the last round of housing data is telling us about the spring selling season.

Fed maintained rates & dots, cut growth & lifted inflation projections. To slow the balance sheet runoff. Powell emphasized uncertainty, a wait-and-see approach.Trump posted "The Fed would be MUCH better off CUTTING RATES as U.S.Tariffs start to transition... into the economy"APAC stocks mixed, US futures saw a dovish reaction to the FOMCDXY pulled back, EUR/USD & GBP/USD briefly above 1.09 and 1.30 respectivelyFixed income bid post-FOMC though further gains were somewhat capped given the Tokyo holidayCrude firmer following the risk tone and factoring some geopolitical updates while XAU hit a new USD 3057/oz record highLooking ahead, highlights include US Philly Fed Index, Jobless Claims, Japanese CPI, German Producer Prices, BoE, SNB, Riksbank & SARB Policy Announcements, Speakers including ECB's Lagarde & Lane, SNB's Schlegel, Riksbank's Thedeen, BoC's Macklem & BoE's Bailey. Supply from Spain, France & US, Earnings from PDD, Jabil, Accenture, Micron, Nike, FedEx, RWE & Lanxess.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ce matin, on revient sur le tant attendu compte rendu de la FED. Est-ce que Powell a calmé le jeu ou remis une pièce dans la machine à volatilité ? Je te décrypte l'impact direct sur les marchés, ce que ça change (ou pas) dans ma vision actuelle, et surtout : est-ce que je reste positif malgré tout… ou est-ce qu'on sort le gilet pare-balles ?

The Fed has voted to keep interest rates unchanged in its March meeting, a move Kevin Hincks considers "dovish" despite a decision many were expecting. He talks about what makes the move dovish for the long-term. However, the FOMC did raise its 2025 core PCE inflation forecasts.======== 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 today's podcast: 1) President Trump says he would prefer not to impose tariffs on China 2) Trump to speak with Fed Chair Jay Powell about cutting rates 3) Senators may be working overtime to get Trump's Cabinet appointees confirmedSee omnystudio.com/listener for privacy information.

US banks kick off the earnings season with strong beats, while European luxury companies such as Richemont impress with better-than-expected sales. Comments from Fed official Waller on potential rate cuts in 2025 boost investor sentiment, supporting equities and pushing yields lower against a backdrop of robust but slightly softer US economic data. We have Bence Boldvai from our FX & PM Solutions team on the show to talk about the currency market and the particularities of the gold market.00:00 Introduction by Bernadette Anderko (Investment Writing)00:27 Markets wrap-up by Jan Bopp (Investment Writing)06:13 FX and metals: Bence Boldvai (FX & PM Advisory)09:50 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

With shoppers set to spend big over the festive period despite higher cost of living pressures, SBS Finance Editor Ricardo Gonçalves speaks with Sally Tindall from Canstar about what credit card users need to know about interest free day periods, Harry Murphy Cruise from Moody's Analytics goes through today's release of the RBA's December board meeting minutes, and Dianne Colledge from Morgans looks through her 2025 crystal ball.

J.P. Morgan's Francis Diamond and Jay Barry discuss the varied outcomes of this week's BoE and Fed meetings, and their implications for DM rates markets over the near term. Speakers: Jay Barry, Fixed Income Strategy Francis Diamond, Rates Strategy This podcast was recorded on 20 December 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4872382-0, https://www.jpmm.com/research/content/GPS-4871565-0, https://www.jpmm.com/research/content/GPS-4870758-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

It was a wild week for Australian financial market participants. The much-awaited dovish pivot from the RBA Board arrived on Tuesday with both the statement and post-meeting press conference striking a more optimistic tone on inflation and the outlook for policy. But this renewed market optimism around the prospect of a February rate cut took a hit when the unemployment rate fell to 3.9% in data out on Thursday. In our final Aussie Weekly of the year, Senior Economist Stephen Wu and Economist Harry Ottley discuss the developments from last week and their implications, and briefly preview the light data flow out in the coming week.   ------ DISCLAIMER ------  Important Information    This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).   Before listening to this podcast, you are advised to read the full GEMR disclaimers which can be found at www.commbankresearch.com.au.   No Reliance   Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice. This podcast provides general market-related information, and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA Data' is cited, this refers to the Bank proprietary data that is sourced from the Bank's internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement. The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations are reasonably held based on the information available at the time of its compilation but no representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer   The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.  

On The Money Café this week, Alan Kohler and James Thomson discuss interest rates, productivity, Shayne Elliott's upcoming departure from ANZ, the Murdoch family, and answer questions on the housing market, superannuation, Bitcoin, and much more!See omnystudio.com/listener for privacy information.

APAC stocks were mostly firmer following a negative Wall Street lead but with APAC players reacting to China easing its overall monetary policy stance.G10 FX was mostly flat, whilst the AUD was hit on a dovish hold by the RBA, Yuan saw gains.RBA maintained its cash rate at 4.35% as expected and suggested the Board is gaining some confidence that inflation is moving sustainably towards target.European equity futures are indicative of a lower cash open with the Euro Stoxx 50 future -0.5% after cash closed +0.2% on Monday.Looking ahead, highlights include German Final CPI, Norwegian CPI, US Unit Labor Costs Revision, EIA STEO, Supply from UK and US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mostly on the backfoot; US futures trade indecisively around the unchanged mark.USD outmuscles peers, AUD lags after the RBA delivered a dovish hold.Choppy trade for European paper, US awaits 3yr supply.Crude edges slightly lower and base metals pare back recent strength.Looking ahead, US Unit Labor Costs Revision, EIA STEO, Supply from US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US equity futures are slightly lower, while European markets are trading higher, led by gains in France. Asian markets ended mostly higher. Cryptocurrencies are surging, with Bitcoin crossing $100,000. U.S. markets are in a holding pattern ahead of Friday's November Non-Farm Payrolls report. Dovish-leaning Fedspeak was also in focus. France is leading gains despite political instability, as PM Barnier's government was ousted in a no-confidence vote as expected, with limited spillover effects observed so far. Regional focus remains on South Korea's political turmoil, where Parliament has initiated an impeachment motion against President Yoon for a vote on Saturday, though the ruling party is expected to oppose it. Companies Mentioned: Cousins Properties, Athena Technology Acquisition Corp. II, Petrobras

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Join us LIVE with James Brodie and James Todd for Macro Mondays.On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. Oil prices have seen a significant drop off following Israel's targeted strikes on Iranian defense systems.The US 30-year mortgage rate is up to 7.25%, marking the housing market's most unaffordable level since the mid-1980s. This coincides with bonds now offering higher yields than stocks, a rarity not seen in 22 years. James and James dive into the complexities of the US election, exploring the potential economic impacts of a "Trump trade" scenario. Betting markets suggest a 62% chance of Trump winning, which could lead to increased tariffs and reduced Fed independence, driving inflation upwards to as much as 9.3% by 2026 (according to projections from the Peterson Institute for International Economics). We'll keep a close eye on these developments as we near election week.The Eurozone, meanwhile, is facing weak manufacturing and service PMIs - especially in France and Germany. Dovish comments from ECB officials underscore concerns over stagnation in the German economy, with hints at future rate cuts. In Asia, Japan's ruling party has lost its majority, and the IMF anticipates that the Bank of Japan will gradually raise rates, while China deals with record local debt defaults amid demographic challenges and trade uncertainties due to U.S. tariffs.The team also take a look at the upcoming economic data schedule and the equities market. 

Long-time market researcher Ed Yardeni believes "the economy is doing absolutely fine" without rate cuts. Despite noting a slight possibility of re-flation, Ed thinks further cuts would do more harm than good. As for geopolitical risks, he points to the U.S. extending its oil drilling capabilities as a hedge to keep risks at bay. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

La libra cayó después de que el gobernador del Banco de Inglaterra declarara a The Guardian que podría ser “un poco más agresivo” a la hora de recortar las tasas; persiste la tensión en Medio Oriente; Milei enfrenta protestas por austeridad en educación superior; Antonia Mufarech, periodista de Bloomberg News, comenta los vaivenes en el mercado del crudo.Más de Bloomberg en EspañolNewsletter Cinco cosas: https://trib.al/WIwfnT0Linkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Eduardo ThomsonSee omnystudio.com/listener for privacy information.

Join economist Dr. Orphe Divounguy and Chris Krug as they discuss economic news to look forward to this week on this episode of Everyday Economics! Everyday Economics is an unrehearsed, free-flow discussion of the economic news shaping the day. The thoughts expressed by the hosts are theirs, unedited, and not necessarily the views of their respective organizations.Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxx

European bourses are generally firmer; US equity futures remain steady and hold on to the prior day's gains.Dollar is slightly lower amid a dovish repricing of Fed rate cut bets, and JPY outperforms as USD/JPY slips to a 140 handle.Bonds are generally firmer; Bunds trade around the 135.00 mark.Crude oil continues to edge higher given the risk tone, XAU is modestly firmer and base metals are mixed.Looking ahead, highlights include US import/export prices, UoM Prelim, credit ratings for Germany, Spain, and Greece.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Markets ending the week on a very high note as investor optimism surrounding a September rate cut grows thanks to Fed Chair Powell's remarks from Jackson Hole. Plus, tech is back in the spotlight as the market gears up for what could be a make-or-break earnings report from Nvidia.  Fast Money Disclaimer 

Fed Chair Jay Powell signaled rate cuts are near after saying, “The time has come for policy to adjust.” Investors cheered the news, sending stocks broadly higher. Innovator Capital Management's Tim Urbanowicz and Paulsen Perspectives' Jim Paulsen break down how to position while 3Fourteen's Warren Pies discusses the impact on housing. Plus, BofA Head of North American Banks Research talks what the cuts will mean for banking stocks and Mercer US CIO Olaolu Aganga gives top ideas and the opportunities in alternative investments. 

DoubleLine Quantitative Analyst Eric Dhall and Macro Asset Allocation Analyst Mark Kimbrough cover a very exciting market week of July 29-Aug. 2, including a very rough Friday for stocks. Eric and Mark review the end-of-week selloff in stocks triggered by ... Read More

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

If you talk to ordinary Kiwi's across New Zealand, its pretty clear things are not looking good. We already highlighted the easing of home prices and businesses are closing in many centres, take for example, downtown Wellington, New Zealand's capital city, where dozens of empty shops speak to an economic gloom that's pervading the entire … Continue reading "Kiwi's Feeling Recessionary, While The Central Bank Turns A Bit Dovish!"

Fed Chair Powell stressed inflation progress and cited labor market concerns in testimony, but major indexes kept treading water ahead of Thursday's CPI and jobless claims data.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-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.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.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.

Get an additional 15% off an annual membership at https://masterclass.com/goldCut your wireless bill to $15/month at https://mintmobile.com/gold. $45 upfront payment required. For new customers on the first 3 month plan only.Join my Locals community to get The Pete Schiff Show ad-free! Plus get access to special live reports and Q&As. Visit https://schiffradio.com/premium to become a member.Invest like me: https://schiffradio.com/investSIGN UP FOR MY FREE NEWSLETTER: https://www.europac.comSchiff Gold News: http://www.schiffgold.com/newsBook Store: https://schiffradio.com/booksFollow Peter Schiff on Twitter: http://www.twitter.com/peterschiffFollow Peter Schiff on Instagram: https://instagram.com/peterschiffFollow Peter Schiff on TikTok: https://www.tiktok.com/@peterschiffofficialFollow Peter Schiff on Facebook: http://www.facebook.com/peterschiff Our Sponsors:* Check out Yahoo Finance: finance.yahoo.comPrivacy & Opt-Out: https://redcircle.com/privacy

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May 2, 2024 – The Fed isn't cutting rates but did announce a change to their balance sheet. Strategists characterizing this as slightly dovish. Joining us on the show to discuss this and more is Randy Frederick, market strategist, author...

Dan Nathan and Guy Adami debrief on key themes they are watching into the end of the week (2:00).  After the break, Danny Moses is joined by Vincent Daniel and Porter Collins of Seawolf Capital to break down Fed Chair Jerome Powell's press conference (14:00), Federal debt levels (18:00), gold/bitcoin (25:30), the commercial real estate space & financials (30:45), searching for single name value (34:15) and a look at the consumer credit space (39:30). Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Elaine Lin Hering, Lecturer, at Harvard Law School, discusses her book Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully. Chuck Cashman, Chief Revenue Officer at MarineMax, talks about the luxury yacht business ahead of Palm Beach Boat Show. And Doug Ciocca, CEO at Kavar Capital, shares his thoughts on dovish Fed policy and stock buybacks. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

The Federal Reserve held interest rates steady this week, signaling a plan to cut rates multiple times this year. Economist and Allianz and Gramercy advisor Mohamed El-Erian explains the Fed's dovish stance and its implications for the markets. As the government shutdown deadline looms, lawmakers have released a $1.2T spending bill. Speaker Mike Johnson (R-Louisiana) discusses the bill, funding for Israel, the US deficit, and the difficulties of a divided Congress. The Department of Justice has sued Apple, alleging the company's anti-competitive practices extend beyond its hardware products. CNBC's Steve Kovach explains Apple's business strategy and regulatory hurdles. Plus, Elon Musk's Neuralink has landed a big win.  Mohamed El-Erian - 04:23Rep. Mike Johnson - 16:19Steve Kovach - 31:25 In this episode:Mike Johnson, @SpeakerJohnsonJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer: @Kramer_Katie

US futures are indicating a higher open as of 04:05 ET amid broad strength in overseas markets after Fed decision. European equity markets have opened in the positive territory, following mostly firmer Asian markets. Dovish takeaways from updated Fed dot plot. 2025 and 2026 median lowered to three cuts from four previously. Powell said Jan/Feb CPI prints didn't add to confidence on inflation, but reiterated first rate cut would be likely "at some point this year." Big day for European central bank decisions with possibility of dovish tweaks from SNB and Norges. BoE to leave policy on hold later.Companies Mentioned: Amazon, Apple

Renee Dovish is CEO of CareerEncore, she is a Forbes.jobs Founding Recruiter, Executive Recruiting Partner and Advisor for tech start-ups and SMBs and an expert in finding top rapid growth sales and CS Executive Leaders In this podcast you will learn: Tech Mission Insights: Uncover CareerEncore's mission in high-growth tech firms and the motivation behind this strategic focus. People-Led Recruiting: Learn how CareerEncore stands out with its "people-led recruiting" approach, emphasizing a human-centric strategy. Humanity vs. Automation: Understand the delicate balance between human touch and automation in recruitment, ensuring efficiency and a personal touch. Success Traits for Roles: Explore the key traits sought in candidates for pivotal roles like sales and customer success. Rapid Growth Executives: Decode what distinguishes "rapid growth executives" in the tech industry, understanding their unique characteristics. Connect with Renee here: https://forbes.jobs/founding-recruiter/renee-dovich/ https://www.careerencore.com https://www.linkedin.com/in/reneedovich/ https://www.youtube.com/channel/UCz3ZwN7dw0ZXePY2FXGmbvA

In this episode, we discuss the dovish pivot by the Federal Open Market Committee (FOMC) and Federal Reserve (Fed) chair, Mr Jerome Powell, that has pushed US treasury yields sharply lower. The market now prices in 150bps cut as early as March while the Fed median dots plot points only to a 75bps cut. As the market fully discount the Fed's dovish policy, officials are now trying to dial back expectations of an early cut. Although credit spread is not cheap, investors can still lock in yields before the rate cut in 2024. We have upgraded Emerging Market (EM) to an Overweight backed by positive view on Latin America and Asia two weeks ago. The shift in US rates is positive for EM as the central banks in this region can now focus on growth and protecting employment gains. With Asian credit spread at a six-year low, favorable technicals will continue to support Asia high grade (HG). We expect the net redemption trend in 2023 to persist into 2024. In addition, resilient fundamentals, a stable rating trend and diversification reasons from developed market could lead to flows back to the region. The path to lower US interest rates is not a linear one. We could see some treasury volatility with setback at around 4.25%. Investors can use the opportunity to add quality HG bonds and financials in the US and Asia.This is also the last The Week in Markets episode till Jan next year. I wish you a Merry (and blessed) Christmas and happy 2024 and thank you for your continuing support.This episode is presented by Magdalene Teo, Head of Fixed Income Research, Asia at Bank Julius Baer.

#Markets:  The Fed talks Dovish.  Liz Peek The Hill. Fox News and Fox Business https://www.msn.com/en-us/money/markets/fed-officials-tap-the-brakes-on-rate-surge/ar-AA1hZwz1 1913 NYC