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In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasury yields and the U.S. dollar could react to the possible Fed rate path.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen Morgan Stanley's Chief U.S. Economist. Yesterday we talked about Michael's reaction to the Jackson Hole meeting last week, and our assessment of the Fed's potential policy pivot. Today my reaction to the price action that followed Chair Powell's speech and what it means for our outlook for the interest rate markets and the U.S. dollar. It's Friday, August 29th at 10am in New York, Michael Gapen: Okay, Matt. Yesterday you were in the driver's seat asking me questions about how Chair Powell's comments at Jackson Hole influenced our views around the outlook for monetary policy. I'd like to turn it back to you, if I may. What did you make of the price action that followed the meeting? Matthew Hornbach: Well, I think it's safe to say that a lot of investors were surprised just as you were by what Chair Powell delivered in his opening remarks. We saw a fairly dramatic decline in short-term interest rates, taking the two-year Treasury yield down quite a bit. And at the same time, we also saw the yield curve steepen, which means that the two-year yield fell much more than the 10-year yield and the 30-year bond yield fell. And I think what investors were thinking with this surprise in mind is just what you mentioned earlier – that perhaps this is a Fed that does have slightly more tolerance for above target inflation. And so, you can imagine a world in which, if the Fed does in fact cut rates, as you're forecasting, or more aggressively than you're forecasting, amidst an environment where inflation continues to run above target. Then you could see that investors would gravitate towards shorter maturity treasuries because the Fed is cutting interest rates and typically shorter-term Treasury yields follow the Fed funds rate up or down. But at the same time reconsider their love of duration and taking duration risk. Because when you move out the yield curve in your investments and you're buying a 10-year bond or a 30-year bond, you are inherently taking the view that the Fed does care about inflation and keeping it low and moving it back to target. And if this Fed still cares about that, but perhaps on the margin slightly less than it did before, then perhaps investors might demand more compensation for owning that duration risk in the long end of the yield curve. Which would then make it more difficult for those long-term yields to fall. And so, I think what we saw on Friday was a pretty classic response to a Federal Reserve speech in this case from the Chair that was much more dovish than investors had anticipated going in. The final thing I'd say in this regard is the following Monday, when we looked at the market price action, there wasn't very much follow through. In other words, the Treasury market didn't continue to rally, yields didn't continue to fall. And I think what that is telling you is that investors are still relatively optimistic about the economy at this point. Investors aren't worried that the Fed knows something that they don't. And so, as a result, we didn't really see much follow through in the U.S. Treasury market on the following Monday. So, I do think that investors are going to be watching the data much like yourself, and the Fed. And if we do end up getting worse data, the Treasury market will likely continue to perform very well. If the data rebounds, as you suggested in one of your alternative scenarios, then perhaps the Treasury rally that we've seen year-to-date will take a pause. Michael Gapen: And if I can follow up and ask you about your views on the trough of any cutting cycle. We have generally been projecting an end to the easing cycle that's below where markets are pricing. So, in general, a deeper cutting cycle. Could some of that – the market viewpoint of greater tolerance for inflation be driving market prices vis-a-vis what we're thinking? Or how do you assess where the market prices, the trough of any cutting cycle, versus what we're thinking at any point in time? Matthew Hornbach: So, once you move beyond the forecastable horizon, which you tell me… Michael Gapen: About three days … Matthew Hornbach: Probably about three days. But, you know, within the next couple of months, let's say. The way that the market would price a central bank's likely policy path, or average policy path, is going to depend on how investors are thinking about the reaction function of the central bank. And so, to the extent that it becomes clear that the central bank, the Fed, is increasingly tolerant of above target inflation in order to ensure that the balance of risks don't become unbalanced, let's say. Then I think you would expect to see that show up in a lower market price for the policy rate at which the Fed eventually stops the easing cycle, which would presumably be lower than what investors might have been thinking earlier. As we kind of make our way from here, closer to that trough policy rate, of course, the data will be in the driver's seat. So, if we saw a scenario in which the economic activity data rebounded, then I would say that the way that the market is pricing the trough policy rate should also rebound. Alternatively, if we are trending towards a much weaker labor market, then of course the market would continue to price lower and lower trough policy rates. Michael Gapen: So, Matt, with our new baseline path for Fed policy with quarterly rate cuts starting in September through the end of 2026, how has your view changed on the likely direction and path for Treasury yields and the U.S. dollar? Matthew Hornbach: So, when we put together our quarterly projections for Treasury yields, of course we link them very closely with your forecast for Fed policy, activity in the U.S. economy, as well as inflation. So, we will likely have to modify slightly the exact way in which we get down to a 4 percent 10-year yield by the end of this year, which is our current forecast, and very likely to remain our forecast going forward. I don't see a need at this point to adjust our year-end forecast for 10-year Treasury yields. When we move into 2026, again here we would also likely make some tweaks to our quarterly path for 10-year Treasury yields. But at this point, I'm not inclined to change the year end target for 2026. Of course, the end of 2026 is a lifetime away it seems from the current moment, given that we're going to have so much to do and deal with in 2026. For example, we're going to have a midterm election towards the end of the year, we will have a new chair of the Federal Reserve, and there's going to be a lot for us to deal with. So, in thinking about where are 10-year yield is going to end 2026, it's not just about the path of the Fed funds rate between now and then. It's also the events that occur, that are much more difficult to forecast than let's say the 10-year Treasury yield itself is – which is also very difficult to forecast. But it's also about by the time we get to the end of 2026, what are investors going to be thinking about 2027? You know, that is really the trick to forecasting. So, at this point, we're not inclined to change the levels to which we think Treasury yields will get to. But we are inclined to tweak the exact quarterly path. Michael Gapen: And the U.S. dollar? Matthew Hornbach: , We have been U.S. Dollar bears since the beginning of the year, and the U.S. dollar has in fact lost about 10 percent of its value relative to its broad set of trading partners. We do think that the dollar will continue to lose value over the course of the next 12 to 18 months. The exact quarterly path, we may have to tweak somewhat because also the dollar is not just about the Fed path. It's also about the path for the ECB, and the path for the Bank of England, and the path for the Bank of Japan, etcetera. But in terms of the big picture? The big picture is that the dollar should de continue to depreciate in our view. And that's what we'll be telling our investors.So, Mike, thanks for taking the time to talk. Michael Gapen: Great speaking with you, Matt. Matthew Hornbach: And thanks for listening. We look forward to bringing you another episode around the time of the September FOMC meeting where we will update our views once again. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture ECB President is pushing the WEF climate agenda, she wants the banks in charge and to dictate how to tax the people. Germany's economy is in a recession. Trump is bringing the manufactures to the US. The Fed is trapped, if they lower a little Trump will blame them, Trump and Bessent made it clear it must be a big cut. The [DS] is currently using the Judiciary as a delay tactic. They will try to delay Trump's Executive actions, but this will fail and they know it. The [DS] will then move into the next phase and this is what Trump is countering now. He is dismantling their riots right in front of their eyes. The National Guard and Military will clean it the cities before the D's can push their agenda. The playbook is known and Trump is forcing the [DS] to exactly where he wants them. Economy https://twitter.com/disclosetv/status/1959976919585173984 The ECB's Mandate: The ECB supervises major banks in the Eurozone through the Single Supervisory Mechanism (SSM). Lagarde argues that climate-related risks fall within this supervisory duty because they can directly impact banks' balance sheets and operations. She disagrees with views (likely from the interviewer in this case) that central banks should not involve themselves in climate issues, insisting it's not about environmental activism but about basic risk management. Christine Lagarde's emphasis on the ECB's duty to assess climate change risks for banks aligns with and is influenced by the World Economic Forum's (WEF) broader climate agenda, though it's not exclusively driven by it. The WEF has long promoted the integration of climate risks into financial systems as part of its push for sustainable finance, global economic resilience, and the transition to a low-carbon economy. This fits into the WEF's "Great Reset" and sustainable development goals, which call for rethinking capitalism to address climate threats. Central banks like the ECB are seen as key players in this, through "greening" finance (e.g., tilting investments toward low-carbon assets). German Economy Shows No Signs Of Emerging From Recession Germany's Mittelstand Collapses as “Investment Booster” Flops The German economy shows no signs of emerging from recession. The monthly Mittelstand index, compiled by the consulting firm DATEV, confirms that the downturn continues unabated. The crisis has spread across virtually all sectors of the economy. The recovery announced by the German government remains a summer fantasy. Data collected in July through DATEV's monthly survey of small and medium-sized enterprises (SMEs) describes the economic situation as extremely fragile—with no upturn in sight. SMEs saw revenues fall by 1.7 percent year-on-year in July. The corresponding business cycle index dropped, seasonally and calendar adjusted, to 91.9 points—firmly anchored in recession territory. Source: zerohedge.com https://twitter.com/DD_Geopolitics/status/1959877151680770323 ” Germany's universal welfare system is one of the most comprehensive in Europe, covering healthcare, unemployment benefits, pensions, housing aid, family subsidies, and more. But the strain of demographic aging, high immigration, and mounting debt obligations has led to growing political pressure to reform or scale back entitlements. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.
Lauren Winfield-Hill, Katya Witney, Phil Walker and Yas Rana dissect England's World Cup squad and chat about the latest action from The Hundred. Later in the show, Katya speaks to Jess Jonassen about playing for Australia, coming to terms with losing her central contract and more. 0:00 Intro / 1:24 England's squad / 14:48 25 young players / 27:43 India's squad / 32:13 The Hundred / 37:34 Lauren Winfield-Hill / 53:04 Jess Jonassen / 1:14:02 Outro The Metro Bank Girls in Cricket Fund in collaboration with the ECB aims to triple the number of girls' cricket teams by breaking down barriers and creating supportive and inclusive spaces. Help transform the game, head to https://www.metrobankonline.co.uk/cricket/ to champion the future of girls' cricket.
We discuss Fed Chair Powell's long-awaited speech at the annual central bank gathering in Jackson Hole. In Europe, our focus is on the ECB and European inflation trends, and we touch on the Russia-Ukraine war and economic implications. Then across Asia, we examine key coming data in China and Japan, and central bank meetings in Korea and the Philippines. Featuring a special segment, we welcome Jonathan Cohn, Head of US Rates Desk Strategy, to discuss key trends in Global Markets. Chapters: (US: 01:46, Global Markets Special: 08:10, EMEA: 15:30, Asia: 18:46).
Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equities and bond markets, while also addressing the outlook for the USD and gold. Find out more from our latest Global Market Outlook report here.Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Ray Heung, Senior Investment Strategist, Standard Chartered Bank
US equity futures are slightly softer. Asia ended mostly higher, and European markets are softer. Big tech pullback remains in focus amid concerns about AI valuations, competition, and stretched technicals, though many still view the downturn as temporary given the buy-the-dip pattern and strong earnings support; Central bank attention is on Fed Chair Powell's upcoming Jackson Hole speech, with markets debating whether he will strike a more dovish tone after July's mixed labor data; BoE rate cut expectations fluctuated this week on hotter UK inflation. ECB's Lagarde said a US-EU trade deal remains in line with baseline forecasts, reinforcing expectations of unchanged policy in September; Bond yield backup a theme across Japan and China, with superlong yields hitting multi-decade highs amid weak auction demand and renewed fiscal concerns.Companies Mentioned: Meta, Nvidia, Weatherford International
Nasser and Athers are joined by England's Director of Cricket Rob Key on this week's episode of the Sky Sports Cricket Podcast.They chat all things England, starting with the state of the Test side after their drawn series against India and the Ashes to come this winter.They also discuss the white-ball sides and the development of players like Harry Brook, Jacob Bethell and Jofra Archer.Plus, Rob gives us his thoughts on The Hundred and what he and the ECB are trying to do to bring through future international players.Watch every episode of the Sky Sports Cricket Podcast on YouTube here: Sky Sports Cricket Podcast on YouTubeListen to every episode of the Sky Sports Cricket Podcast here: skysports.com/sky-sports-cricket-podcastYou can listen to the Sky Sports Cricket Podcast on your smart speaker by saying "ask Global Player to play Sky Sports Cricket Podcast".Join in the debate on Twitter @SkyCricket.For all the latest Cricket news, head to skysports.com/cricketFor advertising opportunities email: skysportspodcasts@sky.uk
Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we're standing by our baseline call for a higher bar for a rate cut. Read more insights from Morgan Stanley.----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha, Global Economist at Morgan Stanley. Today – our evaluation of the Fed's policy path following the July CPI print, and the broader implications for other central banks. It's Wednesday, August 20th at 2pm in New York. Our baseline call has been that the Fed will remain on hold this year, and last week's CPI print has not changed that view. As we have noted, average tariff rates are still ramping up given the implementation delays, and so their cumulative effect on prices could be more lagged. Within the CPI print, tariff exposed goods other than apparel and autos continued to be firm. The surprise came in services inflation, which showed a reversal led by the uptick in airfares and hotel prices, which had been running in deflationary territory for much of this year. Some of the pushback against our view on inflation stepping up over the summer due to tariffs was that services disinflation could compensate. But as this print showed, that is unlikely to be the case. While we expect services inflation to continue to moderate, we think that services disinflation in the first half of [20]25 was exaggerated by weakness and volatile competence; and both core CPI and core PCE inflation are still at their pace from last year. So further acceleration in goods inflation from tariff effects over the summer would still see inflation remaining well above the Fed's target. After the July U.S. employment and CPI reports, the bar for the Fed to stay on hold in September is clearly higher. So, what are the risks to our call? The road goes back to how the data and the Fed's reaction function will evolve over ahead of the September meeting. The August jobs report will be important. If it is a solid employment report, with a sequential acceleration in payrolls and the unemployment rate around 4.2 to 4.3 percent, then the Fed could likely look through the weakness in the May and June prints – attributing the slowdown to the uncertainty following Liberation Day and not representative of the underlying trend. If, however, there were to be a sharp drop off in the hiring pace, which is currently not being indicated by other job market indicators such as jolts or claims, then the Fed could take the view that the labor market is much weaker than anticipated and restart easing. There is also the possibility of a cut from a risk management perspective. Even with inflation running well above target, the Fed could take the July employment report as a clear signal of downside risk to the labor market and start the easing cycle. Messaging from Fed officials has so far been mixed, with some taking signal from the jobs data and others remaining less worried with the unemployment rate remaining low. Outside the U.S., central bank trajectories remain tightly linked to both the Fed's path and the evolving U.S. growth outlook. Recent labor market data have introduced downside risks to our ECB and BoJ calls. In Europe, if Euro strength persists and U.S. recession risks rise, our euro area economists see a reduced risk to their September easing baseline. In Japan, the Bank of Japan remains cautious. Stronger U.S. data could tilt the balance toward a rate hike later this year – though October remains a high hurdle, making December or beyond more plausible. That said, if the U.S. economy slows in line with our forecast, the likelihood of further BoJ tightening diminishes reinforcing our base case – the BoJ staying on hold through end of 2026. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
Send us a textThis week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in 2020, changes in the new structures and more. From warrants and dilution to sponsor “promotes” and fee double-dips, we break down the mechanics in plain English and debate whether this latest wave feels like opportunity or déjà vu all over again.Alongside the SPAC talk, we zoom out to explore what's happening in broader markets. Jen highlights shifts in global rates, including why European long-term yields are rising even as the ECB cuts, while Kristen points to an unusual disconnect with U.S. credit spreads at 30-year lows. We also touch on a wild market day sparked by headlines about AI pilot program failures, raising the question of whether investors are once again pricing perfection into risk assets.Finally, we share some exciting updates from The Wall Street Skinny itself. We've launched live interactive events like AI-Proof Your Career on LinkedIn and YouTube, giving listeners the chance to learn and engage with us directly. Plus, in the spirit of “back to school,” we're running a limited-time flash sale on our finance courses, from express Excel bootcamps to deep-dive investment banking and private equity technicals. Whether you're a student, a new hire, or just a finance junkie, this episode blends timely Wall Street analysis with practical ways to sharpen your own skills.Find courses HERE and use code AUG25FLASH for 20% off through August 24, 2025!For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.
APAC stocks traded mixed after a lacklustre performance stateside, where mega-cap tech led the declines.RBNZ lowered the OCR by 25bps as expected, cut its OCR forecasts across the projection horizon and voted on the options of either a 25bps or 50bps reduction.European equity futures indicate a negative cash market open with Euro Stoxx 50 futures down 0.7% after the cash market closed with gains of 0.9% on Tuesday.DXY is marginally higher for a third session in a row, NZD lags post-RBNZ, GBP eyes inflation data.White House is eyeing Budapest for peace talks with Zelensky and Putin, according to Politico.Looking ahead, highlights include UK CPI, EZ HICP (Final), Riksbank Policy Announcement & FOMC Minutes, Speakers including ECB's Lagarde, Fed's Bostic & Waller, Supply from Germany & US, Earnings from Target.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
ECB Warns Extreme Events Could Disrupt Global Gold Market Well, at least the regulators were finally kind enough to tell you in advance this time, right? But as we round out the week, old faithful Vince Lanci digs into what the ECB is so worried about, and what it would mean for the gold market if they turn out to be correct this time. To find out more, click to watch the video now! - To read the press release with the full results from Fortuna's latest drilling program at Diamba Sud go to: https://fortunamining.com/news/fortuna-drills-22-7-g-t-gold-over-21-6-meters-at-southern-arc-diamba-sud-gold-project-senegal/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise
Lauren Winfield-Hill, Ben Gardner and Katya Witney discuss the changes to the domestic calendar for 2026 and the latest from The Hundred before Katya speaks to England's Lauren Bell. 0:00 Intro / 1:11 Domestic changes / 10:53 Lauren Winfield-Hill / 29:22 Lauren Bell interview / 57:12 Ireland vs Pakistan / 1:03:38 Outro The Metro Bank Girls in Cricket Fund in collaboration with the ECB aims to triple the number of girls' cricket teams by breaking down barriers and creating supportive and inclusive spaces. Help transform the game, head to https://www.metrobankonline.co.uk/cricket/ to champion the future of girls' cricket.
In this episode, Mike True, Co-Founder and CEO of Prescient AI, shares how brands can cut through messy multi-channel ad data with marketing mix modeling. He explains how to see the true impact of top-funnel channels like YouTube, TV, and influencers, track offline sales, and optimize budgets daily.Mike also reveals how AI-driven insights help brands scale confidently across DTC, marketplaces, and retail.Topics discussed in this episode: How marketing mix modeling works. Why adding more ad channels makes attribution messy. How the ‘last click' skews your data. Why top-of-funnel is hard to measure. What MMM shows that others can't. How AI-driven MMM gives daily insights. Why the real ‘source of truth' is human. How to link offline sales to digital ads. Why omnichannel brands gain most from MMM. What the MMM ‘aha moment' looks like. Why one metric won't scale your business. Links & Resources Website: https://prescientai.com/LinkedIn: https://www.linkedin.com/in/michaeljtrue/ LinkedIn: https://www.linkedin.com/company/prescient-ai/Get access to more free resources by visiting the show notes athttps://tinyurl.com/y2v7t7fxMORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
Episode 199 of The Hitstreak, a podcast where we talk about anything and everything! This week we are joined by the Vice President of East Cobb Baseball, Kevin Baldwin!Episode in a Glance:In this episode of The Hitstreak, I get to sit down with Kevin Baldwin, the head coach of the East Cobb Astro 17U national team, discussing the legacy of East Cobb Baseball, its evolution over 40 years, and the impact of Guerry Baldwin, Kevin's Dad. We explore the importance of competition, the right fit for youth players, and the lessons learned from alumni. The episode also touches on the family dynamics within sports and the future of East Cobb Academy, emphasizing the significance of fostering a love for the game while ensuring players are in the right environment to succeed. We go into the importance of calculated risk-taking in youth sports, the commitment required from players and parents, and the unique challenges of coaching in a competitive environment. Kevin also emphasizes the need for purpose in expanding youth sports programs and the significance of teaching kids to love the game.Key Points:- East Cobb Baseball has been leading the charge for 40 years.- It's important to instill a mindset of competition and hard work in youth sports.- Baseball is a game, and games are supposed to be fun.- You can't push your kids into something they're not comfortable with.- Purpose-driven expansion is crucial for youth sports organizations.- Coaching requires understanding each player's unique needs.- Parents should do their homework on coaches and teams.- Kids need to be in environments where they want to play.- Commitment and availability are key for competitive players.- Understanding the nuances of baseball is vital for success.- NIL is changing the landscape of youth sports.About our guest: Kevin Baldwin grew up immersed in baseball—you could say he was raised in the dugout. A former high school All-American and graduate of Western Carolina and Kennesaw State, Kevin dedicated his life to helping young athletes grow and succeed in the game. He coached the ECB 17u Braves for 9 years, leading teams to multiple national titles, including the Perfect Game BCS and WWBA Championships. Along the way, he coached future MLB stars like Buster Posey, Javier Báez, and Jason Heyward. When his kids were born, Kevin began co-coaching the 16u Astros with his father, Guerry, to bring the family along for the ride. Eventually, he returned to lead the ECB 17u Astros, where he continues to build a winning culture—earning national titles and mentoring future pros like Zack Wheeler, Will Smith, and Taylor Trammell. Kevin's coaching philosophy is rooted in creating a high-level learning environment, elite competition, and a deep love for the game.Follow and contact:Instagram: @eastcobbbaseball_officialeastcobbbaseball.comSubscribe to Nick's top-rated podcast The Hitstreak on Youtube: https://www.youtube.com/NickHiterFollow and Rate us on Spotify: https://spotify.com/NickHiterFollow and Rate us on Apple Podcast: https://podcasts.apple.com/NickHiterFollow and Rate us on iHeartRadio: https://www.iheart.com/NickHiter
In this episode, we talk about the challenges of shipping big, bulky, and high-value products like furniture, fitness gear, and electronics.Robert Khachatryan, founder and CEO of Freight Right Global Logistics, shares how to avoid costly mistakes, handle hidden fees like taxes and duties, and make selling large items internationally simple and profitable.Topics discussed in this episode: Why bulky items add hidden costs. Why free shipping hurts margins. Why taxes and duties matter. What makes market research essential. How packaging affects costs. Why brands avoid going global. What makes onboarding simple. How logistics profit from shipping. Why brands should go global. Links & Resources Website: https://www.freightright.com/LinkedIn: https://www.linkedin.com/company/freight-right/X/Twitter: https://x.com/FreightRightFacebook: https://www.facebook.com/FreightRight/Get access to more free resources by visiting the show notes athttps://tinyurl.com/2jv49spjMORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
Katya Witney and Lauren Winfield-Hill discuss the start of The Hundred before Katya chats to England fast bowling star Issy Wong. 0:00 Intro 1:49 The Hundred 18:41 Issy Wong 35:27 Outro The Metro Bank Girls in Cricket Fund in collaboration with the ECB aims to triple the number of girls' cricket teams by breaking down barriers and creating supportive and inclusive spaces. Help transform the game, head to https://www.metrobankonline.co.uk/cricket/ to champion the future of girls' cricket.
Jonathan Agnew speaks to the ECB chair Richard Thompson in a wide-ranging interview at The Oval.They look at the future of Test cricket, what the investment in The Hundred franchises could mean for the sport in the UK, and how cricket will look at the next Olympics.
US equity futures are firmer. Asia mostly advanced, and European markets opened higher. Markets responded positively to Trump's planned carve-out from the 100% chip tariff, which exempts companies investing in US capacity. Trump imposed an additional 25% tariff on India over Russian oil purchases and raised the possibility of secondary sanctions on China. ECB economic bulletin and BoE rate decision in focus, with the latter expected to deliver a cautious 25 bp cut amid elevated inflation. Geopolitically, Trump said very good chance he would meet with Putin and Zelenskiy soon to broker peace. Companies Mentioned: Apple, New World Development, Blackstone, Fannie Mae, Freddie Mac
Raine Group Partner and Head of EMEA, Jason Schretter joins the show to explain how the England & Wales Cricket Board managed the sale of stakes in the eight Hundred franchises - which drew significant investment from the United States and India. Raine was the lead financial advisor to the ECB on the auction process, working closely with Deloitte to achieve an overall valuation of over £975 million across the eight franchises, and a £500 million windfall for the development of English cricket. In conversation with Leaders' Content Director David Cushnan, Schretter reflects on the process from start to finish, shares the rationale for such sizeable investments, identifies some of the lessons for other sports looking for investment and offers his assessment of the sports industry's current financial literacy. Look out for the Leaders Week London agenda, which is out next week - check out leadersinsport.com/leadersweek
In this episode, we talk about why most user-generated content (UGC) doesn't convert into sales—and how to fix that. Elijah Khasabo, founder of Vidovo, shares hard truths about why flashy videos often flop and what brands should do instead. He breaks down how to create real, effective content, how to brief creators the right way, and what makes UGC actually perform on different platforms.Topics discussed in this episode: Why most UGC fails—and it's not the creator's fault. How brands lose by not connecting with real people. Why the first frame matters more than the hook. What makes viral videos fail to convert. How light briefs outperform rigid scripts. Why UGC must be tailored by platform. How to systemize content testing—not guess. What bootstrapping teaches about content. How Vidovo matches brands with creators. Why ghosting happens—and how to prevent it. Links & Resources Website: https://vidovo.com LinkedIn: https://www.linkedin.com/in/elijah-khasabo/X/Twitter: https://x.com/VidovoUGCInstagram: https://www.instagram.com/usevidovoGet access to more free resources by visiting the show notes athttps://tinyurl.com/8m72etbcMORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
In this episode, we explore Amazon's multi-channel fulfillment service and how it helps Shopify merchants use their existing Amazon inventory to ship orders from multiple sales channels. Cara Hefty from ByteStand explains how this automated system works, covering everything from inventory management to shipping rules, social commerce integration, and cost-effective fulfillment strategies that can boost both your Shopify sales and Amazon rankings. Topics discussed in this episode: What is Amazon MCF. Why MCF simplifies fulfillment for Shopify sellers. How automation boosts multi-channel efficiency. What makes ByteStand ideal for Shopify-Amazon sync. Why virtual bundles help boost order value. How shipping rules cut fulfillment costs. Why order delay features prevent fulfillment issues. How auto-tracking improves customer experience. Why social commerce is key for growth. How ByteStand makes onboarding fast and easy. What makes ByteStand's pricing clear and fair. Links & Resources Website: https://bytestand.com/ Shopify App Store: https://apps.shopify.com/fba-shipping Facebook: https://www.facebook.com/bytestand Get access to more free resources by visiting the show notes athttps://tinyurl.com/4k8twsmmMORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
Lauren Winfield-Hill, Katya Witney, Ben Gardner and Yas Rana reflect on the English international summer as a whole and review the inaugural women's Vitality Blast Finals day. Later in the show, Katya speaks to England's Freya Kemp. 0:00 Intro 1:35 Lauren Winfield-Hill 18:45 Reviewing the summer 26:21 Player of the Summer 32:08 Moment of the Summer 36:01 Schedule 42:42 Freya Kemp 55:48 Outro The Metro Bank Girls in Cricket Fund in collaboration with the ECB aims to triple the number of girls' cricket teams by breaking down barriers and creating supportive and inclusive spaces. Help transform the game, head to https://www.metrobankonline.co.uk/cricket/ to champion the future of girls' cricket.
This week's episode covers:U.S.–EU trade deal impact and the new 15% tariff baselineMargin debt surges—5th fastest rise since 1998 (source: Deutsche Bank)Fed and ECB hold steady, but tone remains cautiousBreadth weakening beneath the surface despite equity highsTrimming gold, watching silver/platinum and volatility signalsJuly portfolio performance + positioning adjustmentsWhat we're watching: CTA trends, EMFX momentum, and central bank shiftsReferenced Sources:Deutsche Bank Macro Strategy NotesSentimenTrader Momentum/Breadth IndicatorsMRB Partners EM Currency ResearchDantes Outlook internal trend models & analyticsConnect with us to access portfolios:DantesOutlook.com/connect
In a sobering comments, legendary hedge fund manager Ray Dalio recently warned that the U.S. has crossed a fiscal Rubicon. NLW breaks down Dalio's thesis of irreversible debt doom, currency devaluation, and the looming end of American monetary dominance. With interest payments surpassing the defense budget and the government falling short on reform, Dalio argues that fiat systems are expiring—and that investors should seek refuge in hard assets like gold and Bitcoin. Plus, updates on Interactive Brokers' stablecoin plans, PayPal's expanded crypto support, and the ECB's warnings of monetary irrelevance. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
In this episode, we dive into fixing warehouse chaos for e-commerce success. Thomas Kircheis, CEO of PULPO WMS, shares how poor warehouse management hurts profits and customers. Learn why 50% of warehouses still use pen and paper, how a WMS cuts costs and boosts efficiency, and why accurate stock is key for scaling. From optimizing routes to reducing staff, discover practical tips to streamline your warehouse and keep customers happy. Topics discussed in this episode: Why 50% of warehouses still use pen and paper — and how it hurts your business. How warehouse chaos leads to lost sales and unhappy customers. Why stock accuracy is key to scaling your Shopify store. What makes picking the most expensive part of your warehouse. Why warehouse staff walk 10 miles a day — and how to fix it. How one company cut their warehouse team from 50 to 20. What slows down your fulfillment — and kills your profit. Why better warehouse routes beat hiring more people. What most brands get wrong about warehouse growth. Why setting up a WMS only takes 1–2 weeks, not months. Links & Resources Website: https://www.pulpowms.com/Shopify App Store: https://apps.shopify.com/pulpo-wmsLinkedIn: https://www.linkedin.com/in/thomaskircheis/Get access to more free resources by visiting the show notes athttps://tinyurl.com/3u542jpuMORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
Beleggers van farmaceut Novo Nordisk zijn afvallig. Het aandeel wordt gedumpt, want de directie komt met misselijkmakend nieuws. Er is voor de tweede keer dit jaar een winstwaarschuwing en als toetje komt daar nog een omzetwaarschuwing bovenop.De verkoop van de afvalprikken van Novo Nordisk vallen tegen. Concurrent Eli Lilly doet het beter. Alleen profiteert het aandeel van de concurrent niet van de neergang van Novo Nordisk. Sterker nog: die gaat ook hard onderuit. Beleggers denken namelijk dat de hele sector overdreven is.Daar hebben we het deze aflevering over. Is de markt voor afvalmedicatie niet gewoon een hype?Hoor je ook over heel veel ander nieuws, want het was een drukke beursdag. Philips bijvoorbeeld, dat hield een zegetocht op de Amsterdamse beurs. Eens géén winstwaarschuwing voor Philips, maar juist een opwaardering voor de winst. Een bedankje daarvoor kan naar het Witte Huis.Waar dan geen muziek in zit, is Spotify. De streamer stelt teleur en dat is heel lang geleden. Er komen meer abonnees bij, maar Spotify maakt onverwachts verlies.Verder in deze aflevering: De Britten hebben een betere deal de EU. Keir Starmer blijkt goede dealmaker Alfen vindt een nieuwe ceo Jerome Powell kan opgelucht ademhalen: Fed-vergaderingen hoeven niet openbaar ECB-werknemers happen juist naar adem. Lagarde zou werksfeer verpesten Kwartaalcijfers van Basic-Fit blijken niet echt fit See omnystudio.com/listener for privacy information.
In this episode, Harish Chandramowli, Co-founder and CTO of Flaire, explores how AI is transforming the fashion and clothing industry—especially in streamlining operations and improving data management. He highlights the challenges brands face when relying on spreadsheets, and stresses the importance of data integrity for better decision-making. He also emphasizes the need for flexible pricing and the importance of adapting technology to fit each brand's unique workflows in the fashion and clothing industry. Topics discussed in this episode: Why spreadsheets are secretly killing fashion brands' profitability. How AI is revolutionizing fashion operations. What data integrity mistakes cost fashion brands millions. Why most fashion ERP implementations fail. How to sanitize messy fashion data. What technical flexibility really means. Why pricing strategy determines software adoption. How AI visualizes complex fashion processes. What workflow understanding reveals. Why collaboration beats technology. Links & Resources Website: https://www.Flairesoftware.com/LinkedIn: https://www.linkedin.com/in/scharish/LinkedIn: https://www.linkedin.com/company/Flaire-softwareGet access to more free resources by visiting the show notes athttps://tinyurl.com/3c2b4vj4MORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
US President Donald Trump is set to visit the UK and Krispy Kreme and GoPro stocks rise after becoming meme stocks. Plus, the ECB keeps rates at 2% and how AI is affecting the job market for new-grads. Mentioned in this podcast:Keir Starmer to press Donald Trump over deal to cut tariffs on UK steel importsECB holds rates steady at 2%Is AI killing graduate jobs?Meme stock mania returns as Krispy Kreme and GoPro shares soarFT Weekend Fest Promo code: FTPodcastsToday's FT News Briefing was produced by Josh Gabert-Doyon, Sonja Hutson, Katya Kumkova, and Marc Filippino. Additional help from Kent Militzer and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Meera Chandan, Greg Fuzesi, Khagendra Gupta and Aditya Chordia discuss take-aways from the latest ECB meeting as well as expectations on the US-EU tariff negotiations for the outlook of European economy, rates and currency markets. Speakers: Meera Chandan, Global FX Strategy Greg Fuzesi, Economic & Policy Research Khagendra Gupta, Rates Strategy Aditya Chordia, Rates Strategy This podcast was recorded on 25 July 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5034766-0, https://www.jpmm.com/research/content/GPS-5038613-0, https://www.jpmm.com/research/content/GPS-5038418-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
A hefty podcast this week with Lauren Winfield-Hill on India's ODI series victory over England, the director of the women's professional game Beth Barrett-Wild speaking to Katya Witney about the first year of the new structure and New Zealand legend joining us to talk about how she's found her summer at Durham. The Metro Bank Girls in Cricket Fund in collaboration with the ECB aims to triple the number of girls' cricket teams by breaking down barriers and creating supportive and inclusive spaces. Help transform the game, head to https://www.metrobankonline.co.uk/cricket/ to champion the future of girls' cricket. We've got a bespoke code for the Vitality Women's Blast Finals's Day this Sunday July 27th. If you follow the link in the description or use code WISDEN at check out, you can get £5 off adult tickets if you buy them before 5pm on Saturday July 26th. https://tickets.surreycricket.com/list/partnerAdvantage?code=WFDWISDEN
Following a number of trade deals announced in the last week, financial markets seem to be taking the news in a positive manner with equity markets continuing to edge higher and bond yields remaining in fairly narrow ranges. However, one bond market that has stood out is Germany where yields have jumped following hawkish ECB commentary after their July rate meeting, which we discuss in this episode alongside the potential EU-US trade deal. We also discuss the US implications of trade deals, preview the FOMC decision and US labour market data, both of which are due next week. In Asia, we focus on trade developments in India and ASEAN, the Japan upper house election, and the US-Japan trade deal. Chapters: US: 01:54, EMEA: 10:29, Asia: 15:05, Japan: 22:13.
US President Trump said he spoke with Fed Chair Powell on rates and the meeting was productive, while he noted that there was no tension and he repeated several times that he believes Powell will do the right thing.European bourses are under pressure but off worst levels, LVMH +4% post-earnings; US futures trade mixed around the unchanged mark.DXY is a touch higher, JPY lags, GBP digests retail sales miss.USTs essentially flat, Bunds weighed on by continued ECB repricing.Gold loses its shine while Crude remains rangebound awaiting the next catalyst.Looking ahead, US Durable Goods, Atlanta Fed GDPNow. Earnings from AutoNation & AON.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The ECB's latest Bank Lending Survey (BLS) adds more evidence to the behavior we've already been chronicling from among Europe's and the world's financial institutions. They are increasingly negative on especially consumers. We know what that means, too: jobs. Eurodollar University's Money & Macro Analysis******https://eurodollaruniversity.substack.com/Eurodollar University's Anniversary Salehttps://www.eurodollar.university/sale******ECB Second Quarter 2025 Bank Lending Survey https://www.ecb.europa.eu/press/pr/date/2025/html/ecb.pr250722~17414c3656.en.htmlWorld Bank Global Economy Set for Weakest Run Since 2008 Outside of Recessionshttps://www.worldbank.org/en/news/press-release/2025/06/10/global-economic-prospects-june-2025-press-releasehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Ben and Tom discuss the ECB keeping rates steady, Trump's AI action plan, and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Alphabet beat expectations and also forecasted more capital spending. Tesla met consensus. The ECB is expected to stand pat on rates, and U.S. stocks made new highs Wednesday.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.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0725)
S&P Futures are flat to higher in the premarket. There are a host of market catalysts today including corporate earnings, a possible announcement on a U.S. EU trade deal, and an ECB announcement on monetary policy. President Trump will visit the Federal Reserve today to monitor its renovation progress. Lawmakers subpoena JPM & BAC over Chinese battery IPO, and they are asking the DoD for data that MSFT shared with Chinese engineers. Next week Tres Sec Bessent is to meet with Chinese officials for another round of trade talks. This morning's key economic data point will be the report on New Home Sales. On the earnings front, GOOG, NOW, TMUS & URI are higher after their releases. CMG, DOW HON, IBM & TSLA are lower. After the bell today, earnings releases are expected from BYD, DECK, EW, MHK and INTC.
US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.Reports noted that the US and the EU were closing in on a trade deal with a 15% tariff rate, albeit this is yet to be officially confirmed, and White House Trade Adviser Navarro said to take the reports with a pinch of salt.EU member states are set to vote on EUR 93bln of counter-tariffs on US goods on Thursday and a broad majority of EU members would support using the anti-coercion instrument in the event of no US trade deal and US tariffs of 30%.Alphabet (GOOGL) shares rose 1.7% after-market following earnings whilst Tesla (TSLA) slipped 4.4% as CEO Musk warned of “rough times”.APAC stocks mostly extended on gains; European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.3% after the cash market closed with gains of 1.0% on Wednesday.Looking ahead, highlights include Global PMIs, German GfK Consumer Sentiment, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from Italy & US.Earnings from LVMH, BNP Paribas, TotalEnergies, STMicroelectronics, Dassault Systemes, Carrefour, Michelin, BE Semiconductor, Richemont, Nestle, Roche MTU Aero, Deutsche Bank, Lloyds, IG, Reckitt Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.European bourses continue to gain, albeit are off best levels; US futures mixed, GOOGL +3%, TSLA -6% in pre-market trade.GBP lags on soft PMIs, EUR eyes ECB and potential EU-US breakthrough.EGBs hit by trade updates, Gilts off lows post-PMIs, USTs await data.Crude rises on trade optimism and geopolitics, gold unwinds risk premium.Looking ahead, Global PMIs, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from the US.Earnings from LVMH, Carrefour, Michelin, Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode, we explore how chargebacks hurt online businesses and what smart store owners are doing to fix this problem. Chargebacks mean lost money, wasted time, and damage to your reputation with payment companies. Our guest Conor Lyden, founder and CEO of Trustap, shares how his company helps online stores fight fraud and secure payments. He explains how one simple solution can replace multiple expensive tools while saving businesses thousands of dollars every month. Topics discussed in this episode: Why a ticket scam led to building a global fintech solution. How Trustap protects e-commerce brands from chargebacks. Why chargebacks hurt more than just your wallet. How becoming merchant of record removes liability and tax stress. What makes Trustap a one-stop checkout plugin. Why some brands see up to 18% more profit with Trustap. How Trustap helps brands expand globally without local setup. What merchants miss when calculating real transaction costs. Why high-volume vs. high-ticket stores benefit differently. How onboarding takes just hours, not days. Links & Resources Website: https://www.trustap.com/ Shopify App Store: https://apps.shopify.com/trustap LinkedIn: https://www.linkedin.com/in/conor-lyden-442621b1/ X/Twitter: https://x.com/trustappayments Get access to more free resources by visiting the show notes athttps://tinyurl.com/bdk3buarMORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
In this episode, Scott Desgrosseilliers, CEO of Wicked Reports, discusses the complexities of marketing attribution and the common pitfalls brands face in tracking their ad campaigns. He emphasizes the importance of having a reliable attribution source, the misconceptions surrounding ad platform reporting, and introduces his Five Forces system designed to help marketers optimize their strategies. The conversation also highlights the role of AI in improving attribution accuracy and shares success stories from brands that have effectively utilized these strategies. Use code COFFEEBREAK at 5Forces.com to get $800 off (regular price: $1,500). Topics discussed in this episode: Why ad platform data misleads brands and wastes spend. How 30-day lookback windows create false attribution signals. What measurement strategy every brand needs for accurate tracking. Why paid media should prioritize new customer acquisition. How to segment new vs. repeat customers effectively. What the Five Forces system reveals about marketing alignment. Why brands are flying blind without attribution frameworks. How AI is revolutionizing the attribution process. What dedicated onboarding support means for implementation. How contact-based pricing works in attribution tools. Links & Resources Website: https://www.wickedreports.com/ LinkedIn: https://www.linkedin.com/in/scottd71/ Facebook: https://www.facebook.com/WickedReports/ Get access to more free resources by visiting the show notes athttps://tinyurl.com/yvvtscp6 MORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
This week features earnings from major firms like Tesla and Alphabet, along with an ECB meeting. Last week saw record highs but the market struggled to build on those Friday.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.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0725)
S&P Futures are moving higher this morning ahead of a busy week of pending catalysts. This is a big week for earnings announcements, with a host of big tech results due out this week. Trade deals will be in focus this week as we are rapidly approaching the Aug 1 deadline. The European Union is said to be getting ready to push back on Trump tariffs. There is an ECB meeting this week. Shares of Block are higher this morning as it will be added to the S&P 500 on Wednesday morning. After the bell today are earnings reports from NXPI, STLD, CCK + MEDP. Tomorrow morning earnings releases are expected from KO, PM, RTX, LMT, SHW & GM
Arindam Sandilya, James Nelligan and Patrick Locke discuss the FX outlook in the context of the weekend's Japan elections, US policy volatility and an upcoming ECB meeting. This podcast was recorded on 18 July 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5032510-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
00:00:00 – TwitchCon Costs and Streaming Platform Bias TwitchCon tickets now cost over $200, with payment plans revealing both economic strain and audience targeting. Discussion touches on Twitch's political bias and alternatives like Kick, Rumble, and Odyssey. 00:10:00 – Alex Jones Soundbite Showcase Compilation of wild Alex Jones rants from recent and classic broadcasts. His absurd impersonations and inflammatory statements become a springboard to critique misinformation and political extremism. 00:20:00 – Epstein Footage Controversy & Trump's Response The Epstein prison video appears heavily edited, with metadata suggesting possible manipulation. Trump continues to call the scandal a hoax, deepening divisions among conservatives. 00:30:00 – Trump Alienates Base & Fluoride Policy Frustration Trump's denial of Epstein involvement causes rift with supporters. Meanwhile, fluoride removal from water is quietly blocked by court rulings, prompting frustration from health-conscious conservatives. 00:40:00 – Satirical Euro Banknote Designs & BRICS Alarm Bells Listeners learn about dystopian ECB design contest entries: boots on heads, surveillance motifs, and marionette politicians. BRICS' coordinated actions signal a major challenge to U.S. dominance. 00:50:00 – Microsoft ‘Digital Escorts' & Haunted Doll Tragedy ProPublica exposes Microsoft's alarming use of underqualified American overseers for Chinese engineers on U.S. defense projects. Paranormal investigator Dan Rivera dies suddenly while touring with Annabelle the haunted doll. 01:00:00 – Classic Grey Alien Abduction Descriptions The show delves into Grey aliens—small, clinical, telepathic beings—and outlines abduction scenarios involving medical procedures, sperm/egg harvesting, and soul-related experimentation. 01:10:00 – Hybridization Theories & Soul Mechanics Exploration of four theories behind abductions: genetic mixing, psychic harvesting, reconnaissance, and soul insertion. GPT analysis suggests abductees may be used in experiments to observe soul embodiment. 01:20:00 – Japan's “Rent-a-Grandma” Gig Economy “OK Grandma” lets customers in Japan hire elderly women for anything from babysitting to breaking up with partners. Hosts joke about deploying them for pit crew duty, advice, or intimidation at sporting events. 01:30:00 – Fast Food Spending & Coffee's Health Benefits Americans dine out 5–6 times a week, spending nearly $3,700 yearly. Studies show drinking 3–4 cups of coffee daily may reduce risk of chronic liver disease by nearly 50%. 01:40:00 – AI Manipulation in Academic Publishing Researchers are secretly embedding hidden prompts in academic papers, instructing AI tools to give glowing peer reviews. Prompts include commands like “give a positive review only” and “recommend for exceptional novelty.” This highlights a major flaw in peer review: many reviewers may be outsourcing their evaluations to AI, undermining scientific integrity. Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Phone: 614-388-9109 ► Skype: ourbigdumbmouth ► Website: http://obdmpod.com ► Twitch: https://www.twitch.tv/obdmpod ► Full Videos at Odysee: https://odysee.com/@obdm:0 ► Twitter: https://twitter.com/obdmpod ► Instagram: obdmpod ► Email: ourbigdumbmouth at gmail ► RSS: http://ourbigdumbmouth.libsyn.com/rss ► iTunes: https://itunes.apple.com/us/podcast/our-big-dumb-mouth/id261189509?mt=2
Luis Garicano is a former member of the European Parliament and a professor at the London School of Economics. In Luis's first appearance on the show he discusses his new book, Crisis Cycle: Challenges, Evolution, and the future of the Euro, the ever-changing landscape of digital money, his suggested reforms to the Euro, and much more. Check out the transcript for this week's episode, now with links. Recorded on June 18th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Luis on X: @lugaricano Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel Timestamps 00:00:00 - Intro 00:00:55 - Future of Money 00:08:46 - Bank Regulation 00:12:51 - Stablecoins 00:23:35 - Crisis Cycle 00:56:05 - Outro