Podcasts about dovish

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 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. 

This week Imogen Bachra is joined by Brian Daingerfield and Giovanni Zanni to discuss rates moves in the US, the UK and Europe. What was an un-callable US presidential race based on polling data has become a tussle in betting markets, with Trump the clear favourite. Meanwhile in the UK, the prospect of new fiscal rules is giving markets something to think about, and in Europe dovish tones are affecting the rates outlook. Remember to hit ‘subscribe' or ‘follow' so you can watch or listen to the latest episode of Bondcast as soon as they're available.  NB: This was recorded on 24 October 2024. For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.htmlPlease note that captions are automatically generated.

No hay elementos para pensar que la economía norteamericana vaya a entrar en una recesión en el corto plazo, por lo que las perspectivas de recortes de tasa de interés lucen adecuadas. Las "palomas" deberían volver al nido y estar alertas a que los riesgos puedan no estar en la actividad económica, sino en la inflación.

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

Softer PCE data keep chances of another 50bps Fed cut elevated. FedChair Powell speaks, ISM PMIs and NFP on this week's agenda. Yen rallypauses after Ishiba says policy should stay accommodative. Aussie, kiwiand Chinese stocks celebrate PBoC's measures.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.

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

In this episode of Market Minutes, Lovisha Darad talks about key events that investors will eye on August 1. After the US Federal Reserve hinted at interest rate cut from September, can it enthuse Indian equity markets? Additionally, market observers will keenly watch out how the India Inc's Q1 earnings pan out – Tata Motors, Sun Pharma, Adani Ports will deliver results today. Apart from that, Ceigall India IPO will open for subscription, while Akums Drugs IPO is set to close. Also, catch VK Vijayakumar of Geojit Financial Services on Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

Fed e Copom adotam postura dovish. Comece seu dia com todas as informações essenciais para a abertura da bolsa com o Morning Call da Genial! O time da Genial comenta sobre as bolsas asiáticas, europeias e o futuro do mercado americano, além da expectativa para os mercados de ações, câmbio e juros. O Morning Call da Genial é transmitido, de segunda a sexta, às 8h45. Ative as notificações do programa e acompanhe ao vivo!

Copom manteve Selic estável pela segunda vez seguida.

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.

Markets reacted positively to Fed Chair Powell's upbeat comments on disinflation, sending US equities to another record high and bond yields lower. European equities struggled however, amid prevailing political concerns, despite inflationary pressures easing in June. Dario Messi, Head of Fixed Income Research, discusses what political risks in Europe mean for bond investors and why he believes there is value in peripheral European bonds.00:00 Introduction by Bernadette Anderko (Investment Writing)00:31 Markets wrap-up by Jan Bopp (Investment Writing)06:08 European bonds in the current climate by Dario Messi (Head of Fixed Income Research)10:19 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.

Last week saw a significant trading volume spike due to Friday's “triple witching” event and annual index rebalancing, with $5.5 trillion in options expiring. The S&P 500 advanced 0.6%, setting its 31st record high of 2024, despite modest profit-taking in tech stocks which left the Nasdaq Composite unchanged. Economic indicators painted a picture of a steady but slowing economy, highlighted by soft retail sales, existing home sales, and the Purchasing Managers Index. Notably, a dovish shift in Fed rhetoric emerged, with officials like Neel Kashkari and Adriana Kugler pointing to easing inflation and economic slowdown. This dovish drift aligns with similar moves by foreign central banks, which have either achieved their inflation targets or started easing policies. Looking ahead, the financial markets are keenly anticipating Friday's PCE price index release, a critical inflation gauge favored by the Fed, with expectations of a 2.6% year-over-year increase. The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star") may have bought for client accounts and the diversity of markets in which North Star Investments may invest, and may not be representative of current or future investments. You should not assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this commentary will be profitable or will be equal to any corresponding performance levels that might be indicated. Past performance is no guarantee of future results. Investments in securities involve risks including the possible loss of the principal invested. North Star and others associated with it, including employees, may have positions in and effect transactions in securities of companies mentioned or indirectly referenced in this commentary. North Star may buy, sell or hold these securities in proprietary or client accounts. North Star will not be providing regular updates or advising you of any changes in the views expressed herein. Investors should consider their investment objectives, risk tolerance, and financial situation and needs before investing in any security. Tax considerations, commissions, fees and other costs should be carefully evaluated with one's investment and/or tax advisors. Information provided is obtained from sources deemed to be reliable, but North Star cannot guarantee the accuracy or completeness of the information. This material may not be reproduced, distributed or transmitted to any other person in whole or in part without the prior written consent of North Star. A copy of North Star Investment Management Corporation's Form ADV Brochure, Privacy Notice and Business Continuity Plan summary can be obtained by calling 312-580-0900.

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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...

APAC stocks were mostly higher as the region digested recent market themes and the BoJ policy announcement.The BoJ kept policy settings unchanged and refrained from any major hawkish surprises.Tech earnings from Alphabet (+11.5%) and Microsoft (+4.3%) topped forecasts and boosted futures after-hours.DXY lacked firm direction overnight, JPY softer post-BoJ with USD/JPY on a 156 handle, EUR/USD is back above 1.07.Looking ahead, include US PCE, Personal Income, ECB Consumer Expectations Survey, BoJ Governor Ueda, ECB's de Guindos & SNB's Jordan, Earnings from Porsche, NatWest, Safran, Colgate, Exxon, Chevron & Phillips 66.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Description:  Eps. 19! This week, Nvidia's GTC Conference revealed Blackwell, the latest AI processor generation, including the upcoming GB200 chip launch and the revenue-generating NIM software. Leading companies like Oracle, Google, Microsoft, and Amazon are embracing the GB200 chip. A market cap comparison highlights Nvidia's proximity to Apple by $300 billion. Apple's potential integration of Google's Gemini AI into future iPhones, Intel's $8.5 billion grant under the CHIPS Act, Microsoft's appointment of Mustafa Suleyman as AI CEO, and Apple's DOJ antitrust suit are key industry developments. Tesla's production cut at its Shanghai Gigafactory amid China sales decline and Model Y price adjustments reflect current market dynamics. #NvidiaGTC #AIprocessors #Blackwell #GB200 #Apple #GoogleGemini #IntelCHIPSAct #MicrosoftAI #AppleAntitrust #TeslaProductionCut Subscribe for weekly insights.  Follow us on social media for daily updates. Share this podcast with fellow market enthusiasts. ✨ Stay tuned for our next episode where we'll dive into more fascinating market trends and business insights!

In this episode, we dive deep into the complexities of the 2024 financial market with James Connor and Ben Laidler, Global Market Strategist at eToro, in this must-watch episode of Wealthion. From the Federal Reserve's latest moves to the surging debate over Bitcoin vs. traditional gold, Ben provides unparalleled insights into what these developments mean for your investments. Discover the hidden drivers behind the US economy's surprising resilience, the role of interest rate cuts in fueling market rallies, and how digital currencies are reshaping investment portfolios. Whether you're an experienced investor or just starting, this episode will equip you with the knowledge to make informed decisions in an ever-changing economic landscape. TIMESTAMPS 0:05 Introduction to the Episode 1:44 Market Worries and Concentration Risks 2:53 Fed's Decision and Impact on Markets 4:25 The Strength of the US Economy 6:27 Recession Predictions: Hard Landing or No Landing? 8:37 Europe and UK Economic Outlook 10:22 Real Estate and Inflation in the UK 12:17 Recession in Germany and Europe's Economic Challenges 14:35 China's Economic Slowdown and Global Impact 17:25 Bitcoin and Digital Assets Analysis 20:43 Gold as an Investment in the Current Economy 24:26 Diversification: Bitcoin vs. Gold 25:32 Risks to the Bull Market Thesis 27:21 Closing Thoughts

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.

For the market week ended March 22, 2024, DoubleLine's Samuel Lau and Mark Kimbrough recap a mostly positive week for equities (2:39) and fixed income (4:03) while commodities dipped (6:43). For the Topic of the Week (13:20), Sam and Mark ... Read More

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

I think the Fed is extremely data dependent, if anything, too data dependent, says Anna Wong, chief US economist for Bloomberg Economics. In this Macro Matters edition of the FICC focus podcast, Wong joins host Ira Jersey, chief US interest rate strategist for Bloomberg Intelligence, to unpack the March FOMC meeting. The pair discuss the surprises and developments from the meeting, including revisions to the Statement of Economic Projections and their implications for the path of Fed policy. Revisions to longer-run rate expectations, intermeeting black swan events, thresholds for interest rate cuts, and risk cases to economic forecasts are also discussed.

In today's episode we discuss the Fed, markets, and what we expect the rest of the year.

APAC stocks traded mixed as markets digested the first of this week's central bank announcements.BoJ carried out a widely telegraphed and dovish exit from NIRP, YCC and ETF/J-REIT buying.RBA kept rates unchanged whilst providing a dovish tweak to its guidance on rates.JPY and AUD lag peers post-rate decisions with USD/JPY back on a 150 handle.European equity futures indicate a slightly lower open with the Euro Stoxx 50 future -0.3% after the cash market closed down 0.1% on Monday.Looking ahead, highlights include EZ Labour Costs, German ZEW, Canadian CPI, Comments from BoJ Governor Ueda & ECB's de Guindos, Supply from UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

BTC Rally Heats Up as Trump Warms to Bitcoin and Brave Embraces Solana This episode of Rare Bits covers Bitcoin's accelerating pre-halving rally, with price predictions of $63K by March. We discuss former President Trump softening his stance on crypto and acknowledging Bitcoin's popularity. Also covered - Uniswap's UNI token surge, Portal's record staking pools on Binance, NFT developments like SunContract's solar panel marketplace, Brave integrating Solana, and more signs of mainstream adoption like SI Tickets using NFTs and luxury brand SYKY showcasing collections at NFT Paris. With metrics like rising greed, Bitcoin dominance, and Solana and Ethereum NFT sales, we examine the numbers behind the launchpad-like week in crypto.

Mike Armstrong and Paul Lane discuss the S&P 500 continuing to hit new highs. What signal should the Fed give on rate cuts this week? US job openings rebound above 9 million, the highest in three months. GM provides bullish earnings outlook for 2024 despite easing prices. The IRS is piloting a new software that could let you file your taxes for free. What investors need to know about the government's borrowing plans.

Francis Diamond and Allan Monks discuss the upcoming February BoE meeting and views on UK rate markets. The BoE is widely expected to leave rates, but given the clear shift in inflation surprises and perceived risks since November, we believe the Bank will almost certainly make a dovish pivot that puts future easing higher up on the agenda than before. August is our current call, although its hard to argue too strongly against June. The BoE will not shut the door on a potential May cut, but we think it will also not want to encourage expectations for an easing that early. We keep a bullish duration view at the front end of the UK curve via longs in 1Yx1Y SONIA and money market curve flatteners. This podcast was recorded on 26 January 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4614062-0 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.

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

Meera Chandan, Arindam Sandilya, Patrick Locke and James Nelligan discuss recent policy developments in China and discuss the dovish tide that is envelopingall DM central bank ex-BoJ.   Speakers Meera Chandan,  Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy   This podcast was recorded on 26 Jan 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4611445-0 and https://www.jpmm.com/research/content/GPS-4602355-0 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.  

Tom and Ben discuss Japan remaining ultra-dovish, the potential ripple effects of Japan's future policy changes, a quick dive into the Republican Primary, and earnings reports from RTX, MMM, GD, LMT, and PG showing an economy that is growing, but growing modestly. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial, are back to discuss whether the Fed grasps how prices historically always rise. That prices never drop and inflation dropping doesn't mean prices go down. Then they discuss the forward earnings estimates showing growth for the S&P 500 Index while comparing price to sales compared to January of 2022. Later, they discuss what the option volatility markets are signaling for the S&P 500 over the near term. All that and more plus is the market pricing in too many rate cuts?   Is the market pricing in too many rate cuts? What the option volatility markets are signaling for the S&P 500 Inflation dropping doesn't mean prices go down Supply side inflation vs demand side inflation Why throwing money (stimulus) into the economy during a supply side problem was misguided Reviewing option market volatility and what the volatility indicators are telling us about markets The volatility of volatility (VVIX) movements of late Forward earnings estimates point to growth expectations for the S&P 500 Index     Mentioned in this Episode:   Hedging With Options Examples | Soft Landing? | US Congress Trading Returns | Is Good News or Bad News Good? https://podcasts.apple.com/us/podcast/hedging-with-options-examples-soft-landing-us-congress/id1432836154?i=1000640844619   Bitcoin ETF Sell the News? | Expect Stock Market Corrections | Value vs. Growth | Travel Inflation Cooling?https://podcasts.apple.com/us/podcast/bitcoin-etf-sell-the-news-expect-stock-market/id1432836154?i=1000641595251       Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Contact Derek derek.moore@zegafinancial.com   www.zegafinancial.com

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.

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This week Patrick and Kevin welcome back to the show, Edward Harrison, author of The Everything Risk newsletter on Bloomberg. They have a great discussion about the risks that Edward sees developing in the markets and how he thinks it will play out! Click to find out more about The Everything Risk Newsletter: https://bit.ly/4ayEuuS Follow Edward on X: @edwardnh *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

This week, the Federal Reserve left its benchmark interest rate unchanged in the 5.25% to 5.5% range but signaled 75 basis points in rate cuts coming in 2024. While co-host Liz Ann Sonders is out sick this week, Kathy gives her perspective and then brings in a guest to provide context and background on this unique economic cycle.Kathy Jones interviews economist Dr. Julia Coronado, president and founder of Macropolicy Perspectives. Dr. Coronado is a clinical associate professor of finance at the McCombs School of Business at the University of Texas. She has more than a decade of experience as a financial market economist including serving as chief economist for Graham Capital Management and BNP Paribas, and as a senior economist at Barclays Capital. After receiving her Ph.D. in economics from the University of Texas at Austin, Julia worked for the Federal Reserve Board of Governors in Washington D.C. for eight years where she regularly briefed the board and contributed to the FOMC forecasts. Dr. Coronado and Kathy discuss what makes this cycle unique, the deficit, the levers at the Fed's disposal, and the potential for rate cuts in 2024, among other topics. On Investing is an original podcast from Charles Schwab. For more on the show, visit Schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market 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. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Commodity-related products, including futures, carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, illiquid and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions, regardless of the length of time shares are held. Investments in commodity-related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their principal value. Commodity-related products are also subject to unique tax implications such as additional tax forms and potentially higher tax rates on certain ETFs.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1223-3L17)

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

Ben and Tom discuss yesterday's dovish Fed meeting, the focus on PPI data by many Fed members, when the Fed will cut rates, the Bank of England's relatively hawkish tone, retail sales data, and the state of the economy. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

#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