Podcasts about ECB

Andrew, Ben, and Tom discuss IBM's near $11B deal for data-infrastructure company Confluent, the Trump administration's $12B farm-aid program, and why the ECB's next move could be a rate hike.Song: The Space Between - Dave Matthews BandFor 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

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 Trump is now helping the farmers out in California, he is now opening the waters in the north to help the farmers in the south. China is now purchasing soybeans from the US. The US is going to be a manufacturing powerhouse, the US is now building Tiny Cars. Trump is ready to release the liquid gold under our feet. Elon wants the EU abolished which will lead to the destruction of the ECB. The [DS] is trying to stop Trump from moving forward with his plan to take back the country and allow the people to control it. Trump and team released the NSS letting the old guard know that their days are numbered and put the countries on notice that the US is going down a different path and some of the allies we have now might not be our allies. Everything is about to change WW. Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});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"); Trump Administration to Direct More Water to California Farms  The Trump administration is making good on a promise to send more water to California farmers in the state’s crop-rich Central Valley. The U.S. Bureau of Reclamation on Thursday announced a new plan for operating the Central Valley Project, a vast system of pumps, dams, and canals that direct water southward from the state’s wetter north. It follows an executive order President Donald Trump signed in January calling for more water to flow to farmers, arguing the state was wasting the precious resource in the name of protecting endangered fish species. Secretary of the Interior Doug Burgum said the plan will help the federal government “strengthen California’s water resilience.” It takes effect Friday. But California officials and environmental groups blasted the move, saying sending significantly more water to farmlands could threaten water delivery to the rest of the state and would harm salmon and other fish. Most of the state’s water is in the north, but most of its people are in the south. Source: newsmax.com https://twitter.com/SecRollins/status/1997033961210433741?s=20  Trump Set to Sign Off on New Arctic Drilling Surge  Alaska’s Congressional delegation, along with the support of House and Senate Republicans, has scored a major win on the energy front. Representative Nick Begich (AK-At Large) introduced House Joint Resolution 131, stripping Biden-era restrictions on oil and gas exploration in the Arctic National Wildlife Refuge (ANWR). Rep. Begich’s resolution has passed the House of Representatives and the Senate and is headed to President Trump’s desk for signature. Alaska's congressional delegation on Thursday succeeded in stripping Biden-era protections from the coastal plain of the Arctic National Wildlife Refuge, moving to expand opportunities for drilling there. The U.S. Senate voted to eliminate the 2024 leasing program for the refuge that put much of the refuge's 1.6-million-acre coastal plain off-limits to potential drilling.  The vote does a lot more than just open the door for potential oil and gas activity.  This is another step in unlocking America’s treasure chest. The areas in question in ANWR are estimated to hold 7.7 billion barrels of oil recoverable with current technology, and the U.S. Geological Survey has estimated that there may be hundreds of millions of barrels in other areas to the west of the ANWR sites. Source: redstate.com https://twitter.com/KobeissiLetter/status/1997327003062538459?s=20 Political/Rights https://twitter.com/nicksortor/status/1997007545097961499?s=20 JUST IN: Trump-Appointed Judge Unseals Epstein Grand Jury Records in South Florida  US District Judge Rodney Smith, a Trump appointee, said the law passed by Congress and signed by President Trump overrides grand jury secrecy. The Act applies to unclassified records, documents, communications, and investigative materials that relate to Jeffrey Epstein and Ghislaine Maxwell. Consequently, the later-enacted and specific language of the Act trumps Rule 6's prohibition on disclosure. Accordingly, it is ORDERED that United States' Expedited Motion to Unseal Grand Jury Transcripts and Modify Protective Order [DE 6] is GRANTED,” the judge wrote. Last month President Trump signed the Epstein Files Transparency act into law to release all files related to the Jeffrey Epstein investigation. Source: thegatewaypundit.com DOGE https://twitter.com/Patri0tContr0l/status/1997015233399795932?s=20 https://twitter.com/disclosetv/status/1996997974455357552?s=20 European Union Fines X (Twitter) $140 Million for Violations of Europe's Digital Services Act  The European DSA is ultimately designed to control information, that reality should not be debated. All efforts to control traditional and social media are efforts to control information. The specifics of the reasoning for the fine are typically European.  (1) Twitter allows ordinary people to deliver information at the same level as people who should be defined as more important.  (2)  Advertisers of those who pay for promotion of information on X are not easily identifiable – people need to figure it out on their own.  (3)  It is too difficult to figure out who is providing the information. Basically, all of the EU concerns center around information control.  It's really an ideology issue.  In the outlook of the EU, bureaucrats and elites feel they are superior and must rule/protect the people under them.  Ordinary people having access to information that may or may not be approved by the EU is the underlying issue. Source: theconservativetreehouse.com [SOURCE] What Christopher Landau notes as the contrast and conflict in ideological priority from the EU can just as easily be applied to the USA dynamic with Canada.  As noted by Twitter user John Frank, “The same observations can easily apply to the relations with Canada, given the divergence between the US role in the military alliance with Canada, while Canada is involved in activities which work against US interests.” https://twitter.com/robbystarbuck/status/1996925010569511321?s=20 https://twitter.com/BrendanCarrFCC/status/1996945925822939407?s=20 https://twitter.com/kadmitriev/status/1997233337354895559?s=20 https://twitter.com/elonmusk/status/1997358453698728063?s=20 Geopolitical War/Peace EU making unacceptable demands on Ukraine peace – Kremlin Western European leaders are constantly making proposals that are unacceptable for Russia, presidential aide Yury Ushakov has said EU leaders are complicating Russia-US efforts to reach a settlement on the Ukraine conflict by making unacceptable demands, Russian presidential aide Yury Ushakov has said. European states, however, have reportedly been urging Kiev to reject any deal with Moscow without receiving security guarantees from the US, according to the Wall Street Journal. The EU and UK have also insisted on playing a larger role in the peace process. Source: rt.com Ukraine State Structure in Crisis: Neo-Nazi Junta Starts Unraveling. Clash within its Military-Intelligence (SBU-GUR) Apparatus   Ukrainian state stopped existing in early 2014 at the latest, when it was replaced by a US/NATO-installed regime composed of Nazis, criminals, murderers and their enforcers (it could easily be argued that these are all synonyms and listing them separately might be redundant). This was unequivocally confirmed by the infamous Victoria Nuland, one of the architects of the NATO-orchestrated    Source: theglobalist.com Trump made it a point to when meeting with Zelensky that they don’t have elections in Ukraine because of the war.  How do you get Ukraine to accept a peace deal while the EU, NATO DS is putting on pressure on Zelensky to start WWIII 1. As more corruption is brought out into the open this will put pressure on Zelensky 2. Zelensky will either going along with Trump peace deal or be exposed 3. If Zelensky does not go along, most likely he will be removed because of the corruption 4. This will pave the way for a new candidate, someone who is not controlled by the EU,NATO DS.    NATO EU DS might push a false flag to push the war 5. Trump will be able to work with the president of Ukraine because Putin is ready to go Medical/False Flags https://twitter.com/disclosetv/status/1997083856315224405?s=20 https://twitter.com/disclosetv/status/1997073307397423152?s=20   efficacy of this “schedule,” as have I! That is why I have just signed a Presidential Memorandum directing the Department of Health and Human Services to “FAST TRACK” a comprehensive evaluation of Vaccine Schedules from other Countries around the World, and better align the U.S. Vaccine Schedule, so it is finally rooted in the Gold Standard of Science and COMMON SENSE! I am fully confident Secretary Robert F. Kennedy, Jr., and the CDC, will get this done, quickly and correctly, for our Nation's Children. Thank you for your attention to this matter. MAHA! https://twitter.com/profstonge/status/1996994177175855445?s=20 [DS] Agenda Grand Jury Says It Won't Indict Letitia James A federal grand jury refused Thursday to reindict New York Attorney General Letitia James. The grand jury rejected Department of Justice's (DOJ) second attempt to bring mortgage-fraud charges just 10 days after a federal judge tossed the original case, according to CNN. Another source told CNN that the decision should not be interpreted as a clean win for James, saying the department could ask a third grand jury to consider the allegations. Source: thegatewaypundit.com FBI Raids Home of High-Ranking DEA Official Under Obama, Charges Him For Conspiring to Launder Millions of Dollars For Mexican Drug Cartel  The FBI on Friday morning raided the home of a high-ranking DEA official under Barack Obama and charged him for conspiring to launder millions of dollars for a Mexican drug cartel. The Feds charged former DEA Deputy Chief of the Office of Financial Operations Paul Campo and friend Robert Sensi for conspiring to provide material support to a foreign terrorist organization. Paul Campo and Robert Sensi were charged with narcoterrorism, terrorism, narcotics distribution, and money laundering charges. Campo and Sensi were arrested on Thursday afternoon in New York, according to the DOJ. Campo and Sensi agreed to launder $12 million and participate in narcotics trafficking for the Jalisco New Generation Cartel, a/k/a Cartel de Jalisco Nueva Generacion or CJNG. Per the Department of Justice: As part of the scheme, CAMPO and SENSI agreed to launder approximately $12,000,000 of CJNG narcotics proceeds; laundered approximately $750,000 by converting cash into cryptocurrency; and provided a payment for approximately 220 kilograms of cocaine on the understanding that the payment would trigger the distribution and sale of the narcotics worth approximately $5,000,000, for which CAMPO and SENSI would (i) receive directly a portion of the narcotics proceeds as profit; and (ii) receive a further commission upon the laundering of the balance of the narcotics proceeds. Source: thegatewaypundit.com  President Trump's Plan Kash Patel Shuts Down Candace Owens’ Accusations About Charlie Kirk's Murder FBI Director Kash Patel shut down numerous accusations that have been made by podcast host Candace Owens involving the murder of the late co-founder of Turning Point USA, Charlie Kirk. During his appearance on Friday on the Sirius XM The Megyn Kelly Show podcast, Kelly started out by asking Patel if they believe they have the “proper suspect in custody” — if Tyler Robinson is “in fact, the man who killed Kirk.” Patel didn’t hesitate in the slightest and answered, “Yes.” The host then brought up one of the wild accusations that have been made by Owens, which includes claiming that Kirk’s own friends and his organization allegedly knew and approved of his murder. Insane. “Do you have any credible reason to believe that anyone connected with the Turning Point organization had anything to do with Charlie’s death?” Kelly asked. Patel’s response: “Zero.” He was then pressed about other claims that Owens has made about the alleged involvement of foreign governments in Kirk’s assassination, like French paratroopers, Egyptian Air Force planes flying out of Provo, Utah, and “potential underground assassins traveling through unseen tunnels,” as the producer of The Charlie Kirk Show, Blake Neff, previously explained. “At this time, the FBI doesn’t have credible information to connect any foreign governments to it,” Patel said. The FBI director made it clear that the investigation is continuing and they are looking into everything, no matter how small. “We are not done just because we arrest someone, just like in the pipe bomber case,” Patel said. “We don’t just say, Okay, we’re done, on to the next. The investigative team continues to work with the Utah authorities, and they’re deriving their own leads and coming back to us saying, ‘Hey, can you look at this piece of information? Can we get a search warrant on this account? What about this individual who is located in X, Y, or Z?'” Source: redstate.com https://twitter.com/amuse/status/1996873942406164855?s=20 https://twitter.com/JesseBWatters/status/1997120806212546797?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1997120806212546797%7Ctwgr%5Ed963eef05511b000b3f2631742a9c8e0f0d3c2a2%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fbobhoge%2F2025%2F12%2F05%2Fdc-pipe-bomb-suspect-i-did-it-n2196869  AUTISTIC-LIKE”   SO Why didn't BIDEN'S FBI REALLY catch THIS GUY MS NOW reported that Brian Cole is a Trump supporter. https://twitter.com/DC_Draino/status/1996990984584933729?s=20 January 6 Pipe Bomb Suspect Brian Cole is NOT a Trump Supporter – Family Says He is an “Autistic Recluse” Who Lived in a Basement  January 6 pipe bomb suspect Brian Cole is not a Trump supporter like the legacy media has claimed. Brian Cole's grandmother told The Daily Mail that her grandson has no party affiliation and that he is not a Trump supporter. Cole's family said he is an “autistic recluse” and “computer nerd” who lived in the basement of his parents' Woodbridge, Virginia, home. Source: thegatewaypundit.com https://twitter.com/talk2trav/status/1996716378066505847?s=20   until proven guilt in a court of law THREAD https://twitter.com/amuse/status/1996984026129732020?s=20  written to pardon “all targeted” and “everyone involved in the events surrounding that day”, functions as a class based pardon broad enough to include DOJ linked pre riot conduct like the pipe bomb incident. Because federal authorities folded that episode into the J6 security narrative, the defense says it sits squarely within the pardon's scope. https://twitter.com/Patri0tContr0l/status/1996975974106144923?s=20 is made up. So Kash gets a big win and the NEXT DAY the Fake News comes out with a hit piece based on anonymous sources. I can't believe there are still people out there who can't see through this bullshit. https://twitter.com/TheStormRedux/status/1996722966806028760?s=20   about this FBI is that we are running investigations while providing what we can… This pipe bomb investigation should show the American public that we, while providing information on the pipe bomb over the last 8 months and protecting the integrity of our investigation, gets us to the end point we want. Accountability & transparency… This investigation should show the world how we are going to operate in every single investigation. Arctic Frost specifically, we have HUGE investigation going… and it's gonna take a little more time to peel it back. But no, I'm not gonna let people get off the hook or get a hall pass. I don't care what position you held in the FBI, you're gonna be held accountable. And this DOJ is assuredly backing us.” Love it. We keep getting bits & pieces of the grand conspiracy investigation before ultimately the hammer drops. I'm not sure why this is hard to understand for some… Pam Bondi Gives FBI Marching Orders For Tackling Antifa Terrorists Attorney General Pam Bondi instructed federal law enforcement agents on Thursday to form a list of Antifa groups for potential prosecution, according to multiple reports. Bondi's order is part of a broader counterterrorism plan after President Donald Trump's directives targeting the Antifa movement and organized political violence, Reuters and Bloomberg Law reported, citing a Thursday memo from Bondi. The FBI must provide within 30 days a list of groups “engaged in acts that may constitute domestic terrorism” along with strategies to disrupt them, with an emphasis on left-wing extremists, the memo reportedly says.  Bondi's memo directs law enforcement agencies to unearth whatever intelligence files they have on Antifa groups for investigators and to investigate unsolved domestic terrorism incidents over the past five years, Reuters and Bloomberg Law reported. The incidents may include the “doxxing” of law enforcement officers' personal information and threats against Supreme Court justices. The FBI must also streamline its tip line to allow members of the public to “send media” on suspected domestic terrorism, the memo says, according to Reuters. Source: dailycaller.com  https://twitter.com/Geiger_Capital/status/1996984378983915761?s=20 With the New U.S. National Security Strategy, Trump Revives Monroe Doctrine     Trump administration released the 2025 National Security Strategy (NSS). The intent seems to be a return to the Monroe Doctrine by increasing the United States military presence in the Western Hemisphere, taking on the drug cartels, enhancing border security, making trade deals that are better for the United States, and enhancing American energy production. That’s not the worst high-level take on the NSS, but a look at the actual document is illustrative. The NSS states as its purpose: To ensure that America remains the world's strongest, richest, most powerful, and most successful country for decades to come, our country needs a coherent, focused strategy for how we interact with the world. And to get that right, all Americans need to know what, exactly, it is we are trying to do and why. A “strategy” is a concrete, realistic plan that explains the essential connection between ends and means: it begins from an accurate assessment of what is desired and what tools are available, or can realistically be created, to achieve the desired outcomes. A strategy must evaluate, sort, and prioritize. Not every country, region, issue, or cause—however worthy—can be the focus of American strategy. The purpose of  foreign policy is the protection of core national interests; that is the sole focus of this strategy. One of the more interesting (but not surprising) pieces of this NSS is the overt and robust return to the Monroe Doctrine, an early 19th-century policy intended to restrict further European colonization of the Western Hemisphere and to ensure American dominance in that region. The modern take on this doctrine by the Trump administration uses American power by employing both internal and external security measures. The NSS states: American policy should focus on enlisting regional champions that can help create tolerable stability in the region, even beyond those partners' borders. These nations would help us stop illegal and destabilizing migration, neutralize cartels, nearshore manufacturing, and develop local private economies, among other things. We will reward and encourage the region's governments, political parties, and movements broadly aligned with our principles and strategy. But we must not overlook governments with different outlooks with whom we nonetheless share interests and who want to work with us. Source: redstate.com The Monroe Doctrine is a foundational principle of United States foreign policy, first articulated by President James Monroe in his annual message to Congress on December 2, 1823.   It declared that the Western Hemisphere was no longer open to European colonization or interference, while affirming that the U.S. would not meddle in existing European colonies or internal affairs.   Essentially, it warned European powers—particularly those in the Holy Alliance (Russia, Austria, and Prussia)—against attempting to extend their influence or establish new colonies in the Americas, positioning the U.S. as a protector of independent nations in the region The doctrine emerged amid concerns over European monarchies potentially aiding Spain in reconquering its former Latin American colonies, which had recently gained independence. It was largely drafted by Secretary of State John Quincy Adams and reflected growing American confidence following the War of 1812.  At the time, the U.S. lacked the military power to enforce it fully, so it relied on British naval support, as Britain also opposed European rivals in the Americas for trade reasons.Key excerpts from Monroe’s address include: The American continents “are henceforth not to be considered as subjects for future colonization by any European powers.” Any attempt by Europe to extend its political system to the Western Hemisphere would be viewed as “dangerous to our peace and safety.”   Significance and EvolutionInitially more symbolic than enforceable, the Monroe Doctrine evolved into a justification for U.S. intervention in Latin America during the 19th and 20th centuries. For instance: In the mid-1800s, it intertwined with Manifest Destiny to support U.S. territorial expansion, such as during the Mexican-American War.  President Theodore Roosevelt’s 1904 “Corollary” expanded it to allow U.S. intervention in Latin American countries to prevent European involvement, leading to actions like the occupation of Cuba and the Dominican Republic. It influenced Cold War policies, framing U.S. opposition to communism in the hemisphere as a defense against external threats. Critics, especially in Latin America, have viewed it as a tool for U.S. imperialism, enabling dominance over sovereign nations. Though less invoked today, it remains a symbol of U.S. hemispheric influence and anti-colonial rhetoric. facebook.com https://twitter.com/onechancefreedm/status/1996970776373735933?s=20 https://twitter.com/JoeLang51440671/status/1996992569746567173?s=20   other hand, I can see how we help real allies with aid when needed, as long as we get something of economic value in return. Regardless, NGO's are the root of a lot of EVIL and this will DESTROY a lot them. This is a good thing. https://twitter.com/PM_ViktorOrban/status/1996951610769961070?s=20 Senate To Confirm 97 More Trump Nominees After Democrat Blockade Fails Republicans will confirm a bloc of eight dozen Trump nominees as soon as next week following an attempted blockade by Senate Democrats. Republican leadership planned Thursday to kick-off the procedural process to confirm 88 of President Donald Trump's nominees in a bloc vote, but were initially thwarted by Democratic Colorado Sen. Michael Bennet, who challenged the package for violating Senate rules. When Republicans refiled the package later on Thursday, the conference included an additional nine nominees, bringing the total to nearly 100.  The Senate has confirmed 314 civilian nominees as of Thursday evening, according to a tally by the Senate Republican Communications Center. The 97-member bloc would bring the Senate to more than 410 civilian confirmations in the first year of Trump's second term. “That far outstrips total confirmations by this point in President Biden's term, and in President Trump's first term as well,” Thune said Thursday. Thune also said that Senate Republicans have virtually cleared the nominations backlog. Before Republicans changed Senate precedent to allow for certain nominees to be confirmed in groups, more than 150 of the president's picks were awaiting floor consideration. The Senate approved a 48-member nominations package in September and an additional 108 of the president's picks in a single group vote in October. Source: dailycaller.com  (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

APAC stocks were mixed, with the regional bourses mostly rangebound, amid light fresh catalysts ahead of US PCE data.US senators seek to block NVIDIA (NVDA) sales of advanced chips to China for 30 months and would target NVIDIA's H200 and Blackwell chips, according to FT.Russia's Kremlin said Moscow is waiting for the US reaction after the Putin-Witkoff meeting, while it added that there is no plan for a Putin-Trump call for now.BoJ is said to likely hike this month and leave the door open to more, while the central bank is to check the data and market moves up to the final decision, according to Bloomberg.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with gains of 0.4% on Thursday.Looking ahead, highlights include German Industrial Orders (Oct), French Trade Balance (Oct), Italian Retail Sales (Oct), EZ Employment Final (Q3), EZ GDP Revised (Q3), Canadian Jobs Report (Nov), US PCE (Sep), US University of Michigan Prelim (Dec), and Comments from ECB's Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses trade modestly firmer, with little macro news to steer price action. Sentiment follows on from a mixed and quiet APAC session.US equity futures are mixed/mostly firmer with a skew towards tech-positive as ES and NQ eke mild gains vs the YM and RTY.DXY has unwound most of its earlier losses. Initially hit by a firmer JPY on the back of more hawkish BoJ sources, coupled with verbal intervention; USTs remain flat in a thin 112-22+ to 112-27+ band.Baidu (9888 HK/ BIDU) reportedly weighs a Hong Kong IPO for its AI chip unit Kunlunxin, to rival NVIDIA (NVDA); Dell (DELL) reportedly plans price hike of 15-20% from mid December.A Russian Kremlin aide said Russia and the US are moving forward in talks relating to Ukraine. Ready for further work with the current US negotiating team.Looking ahead, highlights include Canadian Jobs Report (Nov), US PCE (Sep), US University of Michigan Prelim (Dec), Comments from ECB's Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

With the ongoing day-night Test match between Australia and England, Nikesh Rughani, Clint Wheeldon and Charu Sharma debate the success of the format and ask if it could be seen as a gimmick if more countries don't start playing them? We hear from Aaron Briggs, who is a data analyst for the ECB and did a PHD on the aerodynamics of swing bowling at Cambridge. He tells us what makes the pink balls so different.With the five Women's Premier League teams locked in for the new season, we look at the major signings and snubs at the mega auction and hear the story of Mumbai Indians new signing Millie Illingworth. Plus, with the India and South Africa ODI series level on 1-1, we discuss if Virat Kohli is back to his best after hitting two back to back centuries.Photo: Ollie Pope of England is bowled by Mitchell Starc of Australia during day one of the Second 2025/26 Ashes Series Test Match between Australia and England at The Gabba on December 04, 2025 in Brisbane, Australia. (Photo by Gareth Copley/Getty Images)

The Trump admin is reportedly preparing to hold a high-level meeting to decide whether to provide licenses to allow NVIDIA (NVDA) to export the H200 to China, according to FT.US President Trump said the meeting between Russian President Putin, Special Envoy Witkoff and Kushner was a reasonably good meeting and "we'll see what happens".Trump's aides and allies were said to be discussing the possibility of Treasury Secretary Bessent also leading the NEC, according to Bloomberg; Bond investors reportedly warned the US Treasury over picking NEC Director Hassett as Fed chair, according to FT.USD/JPY pared gains after hawkish BoJ sources via Reuters suggested the central bank is likely to raise interest rates in December.APAC stocks were mostly higher following the positive momentum from Wall Street; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.6% after the cash market closed with gains of 0.2% on Wednesday.Looking ahead, highlights include Swedish CPIF, EZ Retail Sales, US Challenger Layoffs, Jobless Claims, Revelio Public Labor Statistics, Chicago Fed Labour Market Indicators (Final), Durable Goods, Factory Orders, Atlanta Fed GDP, BoE DMP. Speakers include BoEʼs Mann, ECBʼs Lane, Cipollone & de Guindos, Fedʼs Bowman. Supply from Spain, France & UK. Earnings from Kroger & Dollar General.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European equities opened higher, reflecting positive APAC momentum, though European news flow has been light. Central bank updates included hawkish BoJ sources alongside concerns about Hassett as Fed Chair. The BoJ is likely to raise interest rates in December in a government-approved move, according to Reuters and Bloomberg sources.DXY is trading near the lower end of its 98.798–99.029 intraday range, pressured by JPY strengthFixed income benchmarks are lower following the hawkish BoJ reports, though the associated softening in risk sentiment has provided a modest haven bid as the morning unfolded.Looking ahead, highlights include US Challenger Layoffs (Nov), Jobless Claims (w/e 29 Nov), Revelio Public Labor Statistics, Chicago Fed Labour Market Indicators (Final), Durable Goods (Sep), Factory Orders (Sep), Atlanta Fed GDP. Speakers include BoE's Mann, ECB's Lane, Cipollone & de Guindos, Fed's Bowman. Earnings from Kroger & Dollar General.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

USD hit and US yield curve steeper as Trump referred to Hassett as the "potential" next Fed ChairAPAC stocks mixed, only partially sustaining the Wall St. handover, where the NQ outperformedEUR and GBP both edged higher, AUD shrugged off disappointing Q3 GDPCrude contained, Kremlin said talks with the US were constructive but are no closer to resolving the situationLooking ahead, highlights include EZ/UK/US Services/Composite PMI Final (Nov), Swiss CPI (Nov), US ISM Services PMI (Nov), ADP National Employment (Nov), Import Prices (Sep), Industrial Production (Sep), NBP Policy Announcement, Speakers including BoE's Mann, ECB's Lagarde & Lane, Supply from UK, Earnings from Salesforce, Snowflake, Dollar Tree, Macy's & Inditex.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are broadly firmer, alongside modest strength across US equity futures; Marvell (+10%) benefits following its upbeat outlook for data-centre growth.DXY is softer and towards the round 99.00 mark as Trump referred to Hassett as the "potential" next Fed Chair, GBP top G10 performer, whilst CHF was briefly pressured post-CPI.Fixed benchmarks firmer but off highs as crude climbs. US yields steeper on Trump's Fed commentary.Crude grinds higher as traders digest the lack of progress from the Putin-Witkoff meeting; XAU trades rangebound; Copper extends to new ATHs.Looking ahead, US Services/Composite PMI Final (Nov), US ISM Services PMI (Nov), ADP National Employment (Nov), Import Prices (Sep), Industrial Production (Sep), NBP Policy Announcement, Speakers including BoE's Mann, ECB's Lagarde, Earnings from Salesforce, Snowflake, Dollar Tree.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Sir Andrew Strauss is the last England Captain to win the Ashes in Australia. So what better time to get him in the hotseat. Aside from the timing being perfect, this is a show I have wanted to do from day one. That is not just because he is one of England's greatest captains and batsmen, but he has also played an integral role in shaping the success of English cricket across formats in recent years. He transformed white ball cricket as Director of Professional Cricket at the ECB, culminating in that most incredible World Cup win in 2019. In doing so, you could say he laid the foundations for the style of test cricket the team is now playing today. We recorded this before the disaster (if you're an England fan) that occurred in Perth, but that makes some of the frighteningly accurate observations made in this conversation more impressive. It is of course a reveal of how to win in Australia, but it is much more than that. From dealing with maverick talent to how to sort out domestic cricket, we're delighted to welcome Andrew Strauss to the Business of Sport.Timestamps:00:00 Intro03:40 Ashes Predictions07:29 Parallels Between the 2010/11 Win and Today's Team14:46 The Most Nervous Game17:29 Is Modern Sports Stardom Any Different Today?24:13 Breaking Down Central Contracts & Player Income27:08 Players Get More Exposure Than Ever31:12 Balancing Individual Brilliance with Team Structure34:18 How Bat Sponsorship Deals Actually Work41:33 Resetting English Cricket45:56 How Franchise Cricket Is Reshaping Test Player Pathways49:32 Is County Cricket Financially Sustainable?53:18 Why Distribution Isn't Enough58:20 If You Had to Choose One Sports Asset to Buy01:00:41 How Athletes Transition Into Business Roles01:03:28 How Captains Balance Leadership and Individual Output01:08:00 The Ruth Strauss Foundation01:10:16 Quick-Fire RoundOn today's show we discuss: Ashes Predictions and How To Win Down Under:The brutal realities of touring Australia. Bounce, conditions, the Kookaburra ball, and the psychological toll of playing in a “goldfish bowl.”Why England have won just one Test in Australia in 14 attempts, and why preparation is everything.The inside story of the 2010/11 Ashes triumph and what that team got right.The psychological battle of opening the batting, staying calm when the ball is flying past your ears, and facing the greatest to ever do it. Including Strauss's unforgettable encounters with Shane Warne.Running Elite Cricket & Winning a World Cup:What Strauss changed after England's 2015 World Cup disaster and how it led directly to the 2019 World Cup win.Why he pushed for white-ball specialists, a fearless scoring philosophy, and a total cultural reset.Inside the tensions between formats, franchise cricket, and player availability and the challenges of managing England cricket like a true performance organisation.The Hundred, County Cricket & the Future of the Game:The truth about county cricket's finances. £40k average salaries, 450 professionals, and no sustainability.Why Strauss believes English cricket needs fewer teams, fewer matches, and an elite first division to compete globally.The insane valuations in The Hundred, why investors bought anyway, and how private capital will reshape cricket whether counties like it or not.What Test cricket will look like in 20 years.A huge thank you to our amazing partners on the show: StrydeBringing sports investment opportunities to your door. Visit http://www.gostryde.com to become part of the movement!

Stel je even voor: Taylor Swift trouwt en besluit met haar nieuwe man in een hutje op de hei te gaan wonen. Ze krijgen een kind dat ze zonder sociale media op willen voeden. En alle fans komen tot het besef dat zij dat ook willen. Ze laten hun smartphone voor wat het is en gaan gelijk op zoek naar de liefde. Het gevolg is een geboortegolf, een groei van de economie, en een stagnatie van de groei bij techbedrijven. Klinkt als een idioot scenario, maar Saxo is er in ieder geval op voorbereid. Waar ze zich nog meer klaar voor maken, en of jij dat ook moet doen, hoor je in deze aflevering. Verder hebben we het ook over serieuzere zaken, zoals een chiptekort. Techbedrijven weten niet hoe hard ze hun datacenters moeten opschalen, en dat zorgt nu voor enorme prijsstijgingen. Geheugenchips worden duurder en duurder. Iets waar makers van consumenten-elektronica totaal niet op zaten te wachten. We vertellen je wanneer we ons zorgen moeten gaan maken om dat tekort. Het gaat ook nog over het vertrek van Jitse Groen. De topman van Just Eat Takeaway beloofde nog aan te blijven nadat het bedrijf van de beurs werd weggekocht. Maar een paar weken na de overname gaat die belofte al het raam uit. We hebben het over het nieuwe doelwit van shortseller Michael Burry. En je hoort bij welk bedrijf een puber opeens een van de belangrijkste rollen krijgt.See omnystudio.com/listener for privacy information.

35.000 ontslagen en miljarden aan bezuinigingen. Dat was de opdracht die Volkswagen zichzelf een jaar geleden gaf. Het roer moest om, anders zou het nog wel eens slecht af kunnen lopen voor de Duitse autobouwer. Nu, een jaar later, hebben de Duitsers weer hoop. De teller ontslagen staat op 25.000. Maar dat betekent niet dat het gevaar geweken is. Hoe de weg naar totaal herstel voor Volkswagen moet verlopen, dat hoor je in deze aflevering. Dan hebben we het ook over Intel. Ook bij de Amerikaanse chipmaker is er hoop op beterschap. Het bedrijf werd vijf jaar geleden gedumpt door Apple. Dat wilde dat TSMC hun chips zou gaan printen. Maar nu zouden de twee toch weer in het huwelijksbootje willen stappen. En dat stemt beleggers zeer gelukkig. Verder hoor je hoe het tot twee keer toe in twee dagen tijd mis kon gaan bij vliegtuigbouwer Airbus. Dat wordt genadeloos afgestraft op de beurs. En we vertellen je waarom Mark Zuckerberg en Elon Musk miljarden aan achterstallige belastingbetalingen voor hun kiezen kunnen krijgen.See omnystudio.com/listener for privacy information.

35.000 ontslagen en miljarden aan bezuinigingen. Dat was de opdracht die Volkswagen zichzelf een jaar geleden gaf. Het roer moest om, anders zou het nog wel eens slecht af kunnen lopen voor de Duitse autobouwer. Nu, een jaar later, hebben de Duitsers weer hoop. De teller ontslagen staat op 25.000. Maar dat betekent niet dat het gevaar geweken is. Hoe de weg naar totaal herstel voor Volkswagen moet verlopen, dat hoor je in deze aflevering. Dan hebben we het ook over Intel. Ook bij de Amerikaanse chipmaker is er hoop op beterschap. Het bedrijf werd vijf jaar geleden gedumpt door Apple. Dat wilde dat TSMC hun chips zou gaan printen. Maar nu zouden de twee toch weer in het huwelijksbootje willen stappen. En dat stemt beleggers zeer gelukkig. Verder hoor je hoe het tot twee keer toe in twee dagen tijd mis kon gaan bij vliegtuigbouwer Airbus. Dat wordt genadeloos afgestraft op de beurs. En we vertellen je waarom Mark Zuckerberg en Elon Musk miljarden aan achterstallige belastingbetalingen voor hun kiezen kunnen krijgen.See omnystudio.com/listener for privacy information.

35.000 ontslagen en miljarden aan bezuinigingen. Dat was de opdracht die Volkswagen zichzelf een jaar geleden gaf. Het roer moest om, anders zou het nog wel eens slecht af kunnen lopen voor de Duitse autobouwer. Nu, een jaar later, hebben de Duitsers weer hoop. De teller ontslagen staat op 25.000. Maar dat betekent niet dat het gevaar geweken is. Hoe de weg naar totaal herstel voor Volkswagen moet verlopen, dat hoor je in deze aflevering.

De nieuwe beursweek staat voor de deur. Er komen onder meer cijfers aan van Salesforce en Inditex. Maar de week wordt vooral gedomineerd door macro-economische cijfers. Zo komen het CBS en Eurostat met voorlopige inflatiecijfers voor november. Jim Tehupuring van 1Vermogensbeheer richt zijn pijlen op de Verenigde Staten. Deze week krijgen we weer inzage in de arbeidsmarkt daar. Op vrijdag bevat het banenrapport zelfs cijfers uit oktober én november. De kans op een renteverlaging volgende maand lijk steeds groter te worden. Fed-watch is al voor meer dan 80 procent dat er in december weer een kwartje afgaat. Daar sluit Jim zich bij aan. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen.See omnystudio.com/listener for privacy information.

In deze aflevering van Nieuws van de Week bespreken Marlies Dekkers, Jelle van Baardewijk en Ewald Engelen de rechtszaak rond Chris Jude, verdacht van een gruwelijke verkrachting en de moord op Lisa een week later. We gaan in op het falende azc-beleid, de onder druk staande burgemeesters in Terneuzen en Venlo, en het bizarre WRR-rapport dat pleit voor arbeidsmigranten uit Nigeria.Ook behandelen we ABN Amro's 5.000 ontslagen, hoe de ECB met kwantitatieve verruiming de woningmarkt vernietigde (balansen vertienvoudigd) en de dreigende financiële bubbel met Nvidia en defensieaandelen.Verder bespreken we de 'kletsende klasse' die afgesloten is van de burger, Europa's onbetaalbare schuldenberg, en Trump's verrassende bromance met de democratisch-socialistische burgemeester van New York.

De nieuwe beursweek staat voor de deur. Er komen onder meer cijfers aan van Salesforce en Inditex. Maar de week wordt vooral gedomineerd door macro-economische cijfers. Zo komen het CBS en Eurostat met voorlopige inflatiecijfers voor november. Jim Tehupuring van 1Vermogensbeheer richt zijn pijlen op de Verenigde Staten. Deze week krijgen we weer inzage in de arbeidsmarkt daar. Op vrijdag bevat het banenrapport zelfs cijfers uit oktober én november. De kans op een renteverlaging volgende maand lijk steeds groter te worden. Fed-watch is al voor meer dan 80 procent dat er in december weer een kwartje afgaat. Daar sluit Jim zich bij aan. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen.See omnystudio.com/listener for privacy information.

In deze podcast spreekt Follow the Money-journalist Thomas Bollen verschillende gasten naar aanleiding van zijn boek ‘Geld genoeg, maar niet voor jou'. In deze aflevering oud-DNB-president Nout Wellink, die Bollens boek drie dagen na publicatie al uit had. ‘Het heeft me aan het denken gezet. Ook over mogelijke gevolgen van de introductie van nieuwe betaalmiddelen.' Bollen en Wellink discussiëren stevig over de opties om ons geldstelsel anders in te richten. Is het mogelijk om het stelsel veiliger en stabieler te maken met nieuwe betaalmiddelen, zoals stablecoins en de digitale euro?

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 PictureTrump is bringing the country out of the Biden/Obama recession. The [CB] is trapped because they never expected Trump’s parallel economic system to be building at lightning speed. Trump is putting everything into place to transition the people from the [CB] which means we will not need the income tax. [DS] has now used one of it’s soldiers to begin the color revolution. The [DS] wants a civil war in the end and they are pushing it. Trump knows the playbook and this is why he took the path of waking the people up and building the counterinsurgency. The people must see who the true enemy is, only when the people see the enemy can we fight the enemy. Trump put all this into place for this moment. Economy https://twitter.com/KobeissiLetter/status/1994238315730473327?s=20   Challenger Gray spiked +99,010, to 153,074, the highest since March. This also marks the highest monthly number for any October in 22 years. All while employees notified of mass layoffs via WARN notices tracked by Revelio rose +11,912 last month to 43,626, the 2nd-highest in at least 2 years. US layoffs are accelerating. https://twitter.com/KobeissiLetter/status/1994222461252980749?s=20  percentage has persisted above 90% for 12 months. Such an elevated reading has been seen only a few times over the last 35 years. Over the last 2 years, global central banks have cuts rates 316 times, the highest reading in at least 25 years. To put this into perspective, there were 313 cumulative cuts in 2008-2010 in response to the financial crisis. Global monetary policy is easing. Amazing How Central Bank Money-Printing Reversed around the World after the Inflation Shock  Balance sheets of the Fed, ECB, BOJ, BOE, and central banks of China, Canada, Australia, Switzerland, and India as % of GDP.  The major central banks around the world have been unwinding their balance sheets for the past few years, even the Bank of Japan, which got a late start in 2024. Their balance sheets had swollen to grotesque proportions during the global QE frenzy that started in 2008, and QE-mania during and after the pandemic. But that has been getting unwound. The Bank for International Settlements (BIS), an umbrella organization owned by its member central banks, released its latest quarterly data on central bank balance sheets today. We'll look at the decline of the balance sheets of nine major central banks: Federal Reserve, European Central Bank, Bank of Japan, People's Bank of China, Bank of England, Central Bank of India, Bank of Canada, Reserve Bank of Australia, and the Swiss National Bank. In normal times, central-bank balance sheets, including the Fed's balance sheet, grew with the economy, as measured by GDP; and the ratio of total assets as a percentage of GDP back then was low and roughly stable over the years. Years of QE then caused the ratios to explode. And years of QT have now caused the ratios to shrink dramatically.   They're all seeing the same thing: A continued threat of inflation and massive distortions and risks in asset prices, including dangerous housing bubbles that are now deflating in some markets. So they've been removing some of the fuel, to walk back from those risks. Source: wolfstreet.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});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"); https://twitter.com/WatcherGuru/status/1994194115467071830?s=20 Yes, President Trump did make that statement in a recent address (likely his Thanksgiving message to U.S. troops on November 27, 2025). Based on the video clip in the X post you linked, here’s the relevant excerpt from his remarks:“The next couple of years, I think we’ll substantially be cutting and maybe cutting out completely, but we’ll be cutting income tax—could be almost completely cutting it—because the money we’re taking in is going to be so large.”This aligns closely with the claim in the WatcherGuru post. Multiple news outlets have reported on the comments, confirming they are authentic and recent. For context, Trump has floated similar ideas about offsetting or replacing income taxes with tariff revenue multiple times during his campaign and presidency, though experts have questioned the feasibility due to the massive revenue gap (tariffs currently generate far less than income taxes). DOGE Geopolitical Globalist Germany's Firewall Against the AfD Collapses as Half the Country Now Open to Voting for Them For the first time since the party entered parliament about nine years ago, the anti-democratic cordon sanitaire around the right-wing, anti-globalist Alternative für Deutschland appears to have cracked wide open. According to the latest INSA/Bild poll, fewer than half of all German voters (just 49%) now say they would “never” vote AfD—down from a staggering 75% only a few years ago, This is nothing short of a historic breakthrough. Despite years of state-funded smear campaigns, constant domestic intelligence surveillance (Verfassungsschutz), court cases, job dismissals, bank account closures, repeated violence against party members by left-globalist extremists, and even serious discussions about banning the party outright, ordinary Germans are finally seeing through the propaganda and recognizing the AfD as the only serious opposition to a failing system. Source: thegatewaypundit.com    all the Liars and Pretenders of the Radical Left Media are going out of business! At the conclusion of the G20, South Africa refused to hand off the G20 Presidency to a Senior Representative from our U.S. Embassy, who attended the Closing Ceremony. Therefore, at my direction, South Africa will NOT be receiving an invitation to the 2026 G20, which will be hosted in the Great City of Miami, Florida next year. South Africa has demonstrated to the World they are not a country worthy of Membership anywhere, and we are going to stop all payments and subsidies to them, effective immediately. Thank you for your attention to this matter! War/Peace Zelensky sent aide to US talks to ‘protect’ him from corruption probe – media Zelensky appointed his chief of staff, Andrey Yermak, to head Kiev’s negotiating delegation in Geneva last weekend after learning that anti-corruption investigators were preparing a suspicion notice against the aide,The report comes amid fallout from a massive $100 million graft scheme involving the Ukrainian leader’s inner circle, including long-time associate Timur Mindich, who has been charged with running a kickback scheme in the energy sector and fled before the authorities could detain him.Surveillance of the Mindich case by the National Anti-Corruption Bureau of Ukraine (NABU) reportedly captured conversations involving Zelensky and Yermak, potentially implicating both. Source: sott.net https://twitter.com/MarioNawfal/status/1994307774860189739?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1994307774860189739%7Ctwgr%5Ee8d979a9c10fbfc326b32333d206fa988e9c3418%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F11%2Fnew-ukraines-anti-corruption-bureau-raids-home-andriy%2F   Zelensky's chief of staff. The latest raid comes days after a $100M bribery scandal rocked Ukraine's energy sector – but no official word yet if this is linked. Neither agency has commented on the raid yet.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      NATO states considering ‘cyber offensive' against Russia – Politico NATO's European members are reportedly considering joint offensive cyber operations against Russia, Politico reported on Thursday, citing two senior EU government officials and three diplomats. Western governments are assessing cyber and other options in response to alleged “hybrid attacks” by Moscow, according to the publication. Latvian Foreign Minister Baiba Braze told Politico that NATO must “be more proactive on the cyber offensive” and better coordinate their intelligence services. “And it's not talking that sends a signal – it's doing,” she said. In late 2024, NATO unveiled plans to establish a new integrated cyber defense center at its headquarters in Belgium, which is expected to go online by 2028. Stefano Piermarocchi, the head of cyber risk management within NATO's chief information office, told Breaking Defense that the new hub would enhance Source: rt.com Russian President Vladimir Putin Gives Remarkably Detailed Explanation of Current Peace Negotiation Status – Either Ukraine Concedes Diplomatically, or We Will Win Militarily Source: theconservativetreehouse.com Medical/False Flags [DS] Agenda https://twitter.com/RogerJStoneJr/status/1993883057414353293?s=20 https://twitter.com/RapidResponse47/status/1994206037998538849?s=20 https://twitter.com/AGPamBondi/status/1994194638421340290?s=20 https://twitter.com/VickieforNYC/status/1993899026651951335?s=20   foreign warzone. Yet almost every major lefty account is parroting this narrative. It’s bizarre. Like “of COURSE people are going to try and murder the National Guard, what did you expect to happen in Washington” Is this the narrative here? That Washington is Fallujah? Or is it that the left has declared a de facto state of war, and casualties are now just to be expected? It’s extremely bad either way. https://twitter.com/TheStormRedux/status/1994054785163522357?s=20  that the President said it's times to bring in more law enforcement to make sure that a city that had the 4th highest homicide rate in the country, that that violence was quelled. I'm not even gonna go there!” Liberals have been spending the last 12 hours trying to place the blame on Trump for bringing the NG to the city. Truly unbelievable how ungrateful these people are https://twitter.com/disclosetv/status/1993876798866653577?s=20 https://twitter.com/thevivafrei/status/1994116243154973175?s=20   intentions, everything takes on a whole new meaning. https://twitter.com/ZannSuz/status/1993859778414580217?s=20 https://twitter.com/JLRINVESTIGATES/status/1994214556671889810?s=20 https://twitter.com/DataRepublican/status/1994118842239610989?s=20   dive here. As always, patience as I pull together the thread: https://twitter.com/TPASarah/status/1994015487135514931 Sarah Adams@TPASarah Lakanwal, from Khost Province, Afghanistan, was a member of two CIA-supported units that operated under the National Directorate of Security (NDS) of the former Afghan Republic. Although these units belonged to the NDS on paper, their support and direction came directly from the Central Intelligence Agency (CIA). He served in Unit 01, a special military-intelligence unit responsible for the central zone provinces (Kabul, Parwan, Wardak, and Logar). His agency training in 2007 took place at CIA's Eagle Base near the Deh Sabz district of Kabul province, a few miles from Hamid Karzai International Airport (HKIA). Eagle Camp, originally built on an old brick factory site, became one of the CIA's most important counterterrorism training centers in the early 2000s. It trained the CIA-backed NDS units including NDS-01, NDS-02, NDS-03, NDS-04, NDS-KPF, and NDS-KSF, and also housed an ammunition depot and multiple facilities for sensitive operations. When U.S. forces left Afghanistan in 2021, Eagle Camp was among the final sites to be evacuated and demolished. It was later handed over to the Haqqani Network's suicide bomber brigade, the Badri 313. Badri 313 moved the suicide bombers through the gate areas of HKIA for the Abbey Gate attack that killed 13 of our servicemembers and approximately 170 Afghans on August 26, 2021. After completing training at Eagle Base, Lakanwal was transferred to the team supporting CIA's Kandahar Base. The site had a long militant history: it housed Mullah Mohammad Omar from 1994–2001, Osama bin Laden from 1998–2001, and later Camp Gecko from 2002–2021, which was used by the CIA and NDS-03. It served as the headquarters of the Kandahar Strike Force, which led CIA-backed counterterrorism operations in Kandahar, Uruzgan, and Zabul provinces against the Taliban, al-Qaeda, and ISIS. Lakanwal took part in counterterrorism missions alongside U.S. forces in Kandahar. After the attack yesterday on our National Guardsmen in Washington, DC, ISIS channels were the first to praise the incident largely because Lakanwal's half-brother (the son of his father's second wife, pictured left) had been a recruiter for the Islamic State–Khorasan Province (ISKP). His brother, Muawiyah Khurasani aka Hayatullah (pictured below), previously worked with Tehrik-e-Taliban Pakistan (TTP) in Orakzai Agency, Pakistan, before formally joining ISKP. He was killed in a targeted operation in July 2022 in Achin district, Nangarhar province. Some ISIS members claimed he was killed by Pakistan's Counter-Terrorism Department (CTD), though that remains unconfirmed. After the fall of Kabul in 2021, Lakanwal's unit the Kandahar Protection Force and the Khost Protection Force (KPF) became prime targets for both the Haqqani Network and ISKP, which sought either to blackmail or recruit former KPF members. Recruitment involved persuading them to join voluntarily; blackmail involved coercing them through threats to their families (many were left behind), exposure of past work with the U.S., or financial pressure. Both groups targeted these units specifically because of their close relationships on U.S. soil, particularly with former CIA officers. In addition, both groups, along with al-Qaeda, saw value in impersonating these units. A couple thousand fake documents and ID cards were produced so terrorists could claim affiliation with KPF/01/02 and other special units. This allowed some individuals to fraudulently move through the U.S. evacuation process by exploiting unsuspecting volunteers and taking advantage of weak vetting procedures. We have confirmed that Lakanwal's ID (pictured right) and employment were legitimate, but a full review is recommended, as terrorists have explicitly claimed using this route as a pipeline into the U.S. We cannot keep waiting for Americans to be killed again and again before we act against the Islamist terrorists who have arrived on our soil since 2021. This can no longer fall on the shoulders of a small handful of people sounding the alarm. Every American needs to be engaged: protecting their families, their communities, and our homeland. Please prepare today! https://twitter.com/sentdefender/status/1993925420329390316?s=20  action force of the AFN who fought directly alongside U.S. Special Forces against the Taliban. In addition, Fox News is reporting that Lakanwal worked with various other government entities from the United States in Afghanistan, including the Central Intelligence Agency (CIA), specifically as part of the CIA-backed Kandahar Strike Force (KSF), known in most intelligence circles as NDS-03, which operated outside of U.S. and Afghan military chain-of-commands directly under the CIA, carrying out covert, clandestine, counterterrorism operations, including night raids and assassinations against the Taliban and al-Qaeda. https://twitter.com/DataRepublican/status/1993878815349854361?s=20 CIA Director John Ratcliffe confirmed that to Fox. “In the wake of the disastrous Biden withdrawal from Afghanistan, the Biden administration justified bringing the alleged shooter to the United States in September 2021 due to his prior work with the U.S. government, including CIA, as a member of a partner force in Kandahar, which ended shortly following the chaotic evacuation,” CIA Director John Ratcliffe told Fox News Digital. “The individual—and so many others—should have never been allowed to come here,” Ratcliffe continued. “Our citizens and service members deserve far better than to endure the ongoing fallout from the Biden administration's catastrophic failures.” Ratcliffe added: “God bless our brave troops.” https://twitter.com/disclosetv/status/1994201842750837067?s=20 https://twitter.com/EndWokeness/status/1993882348069552531?s=20 https://twitter.com/CannConActual/status/1993693224196604379?s=20  at a colour revolution. @ColonelTowner and@xAlphaWarriorx have done a good job documenting several. We have been overwhelmingly resistant to these efforts on our homeland through the use of NGOs funding widespread protests and subsequent riots. And as President Trump cut the head off their private sector funding apparatuses (USAID, NED, etc), they are becoming desperate. So they politicized the military, subverted the Constitutional authority of the Commander in Chief, and injected themselves in a chain of command they are NOT a part of. The desperate attempt to execute their plan. This is life or death for the Deep State. https://twitter.com/CynicalPublius/status/1993886979738460646?s=20 There are three phases to a Color Revolution. It’s important to understand this so you can see how the actions of the Sedition 6 fit into this pattern. PHASE ONE: -Form underground opposition networks. -Create strong slogans and powerful information operations as recruitment tools. -Upon a certain well-coordinated signal, well-funded, well-organized mass protests “spontaneously” appear. -The armed wing of the movement conducts carefully coordinated, precision attacks on certain government infrastructure. PHASE TWO:  -Discredit military, security, and law enforcement forces through information operations, coordination with friendly media (Jimmy Kimmel? Talkin’ to you, Komrade Kelly), strikes, civil disobedience, rioting, and sabotage. yOU ARE HER -Occupy civic facilities and refuse to leave until your demands are met. -Strengthen and grow a highly organized logistics support network. -Issue ultimatums to the government, threatening violent uprisings if demands are unmet. The goal is to either have the government acquiesce or engage in violent repression, in each case thereby delegitimizing itself. PHASE THREE:  -Overthrow the government in a “non-violent” manner that is actually quite violent. -Open attacks on authorities, seizure of government buildings, destruction of government symbols. -Coordinate media messaging. If the government attacks, media will accuse the government of attacking “peaceful protestors.” If the government makes concessions, it will appear impotent because protestors will not compromise. -Widespread delegitimization of the government is effective in the minds of the populace; the government either willingly cedes power or is violently removed. -The once underground opposition forces’ leadership now seizes control of the government.   prisons, mental institutions, gangs, or drug cartels. They and their children are supported through massive payments from Patriotic American Citizens who, because of their beautiful hearts, do not want to openly complain or cause trouble in any way, shape, or form. They put up with what has happened to our Country, but it's eating them alive to do so! A migrant earning $30,000 with a green card will get roughly $50,000 in yearly benefits for their family. The real migrant population is much higher. This refugee burden is the leading cause of social dysfunction in America, something that did not exist after World War II (Failed schools, high crime, urban decay, overcrowded hospitals, housing shortages, and large deficits, etc.). As an example, hundreds of thousands of refugees from Somalia are completely taking over the once great State of Minnesota. Somalian gangs are roving the streets looking for “prey” as our wonderful people stay locked in their apartments and houses hoping against hope that they will be left alone. The seriously retarded Governor of Minnesota, Tim Walz, does nothing, either through fear, incompetence, or both, while the worst “Congressman/woman” in our Country, Ilhan Omar, always wrapped in her swaddling hijab, and who probably came into the U.S.A. illegally in that you are not allowed to marry your brother, does nothing but hatefully complain about our Country, its Constitution, and how “badly” she is treated, when her place of origin is a decadent, backward, and crime ridden nation, which is essentially not even a country for lack of Government, Military, Police, schools, etc…    denaturalize migrants who undermine domestic tranquility, and deport any Foreign National who is a public charge, security risk, or non-compatible with Western Civilization. These goals will be pursued with the aim of achieving a major reduction in illegal and disruptive populations, including those admitted through an unauthorized and illegal Autopen approval process. Only REVERSE MIGRATION can fully cure this situation. Other than that, HAPPY THANKSGIVING TO ALL, except those that hate, steal, murder, and destroy everything that America stands for — You won't be here for long! Trump Orders Green Card Review in the Wake of Shooting by Afghan on Overstay President Trump's Plan (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

APAC stocks were rangebound in the absence of a lead from Wall Street due to Thanksgiving Day and as participants digest a deluge of data at month-end.An outage at CME Group has halted trade in FX, commodities, Treasuries and equities futures; "Due to a cooling issue at CyrusOne data centres, our markets are currently halted," CME said. US President Trump said regarding Venezuela that they will begin to stop drug cartels on land soon.S&P said UK public finances remain constrained and it expects fiscal pressures in the UK to persist over the medium term despite revenue-raising measures announced in the Autumn Budget.European equity futures indicate a quiet open with Euro Stoxx 50 futures flat after the cash market finished little changed on Thursday.Looking ahead, highlights include German Import Prices (Oct), Retail Sales (Oct), French GDP Final (Q3), Prelim. HICP (Nov), Spanish Flash HICP (Nov), German Prelim. HICP (Nov), Italian Prelim. HICP (Nov), Swiss KOF (Nov), GDP (Q3), German Unemployment (Nov), Canadian GDP (Q3), Credit Review for France, Comments from ECB's Nagel.Desk Schedule: There is normal service on Friday, 28th November until 18:15GMT/13:15EST at which point the desk will close.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.

Der er fortsat ingen vækst i Tyskland, men euroområdet som helhed overrasker positivt, trukket op af Sydeuropa. Tyskland lemper finanspolitikken kraftigt til næste år, men andre strammer op, så samlet bliver det næppe en lempelse. Blandt andet på den baggrund er ECB godt tilfreds med renteniveauet, som det er.

APAC stocks were mostly higher following the positive momentum from Wall Street, where all major indices gained ahead of Thanksgiving celebrations.10yr JGB futures edged higher but with the gains modest after reports that Japan is likely to increase issuances of 2yr and 5yr JGBs.Alibaba shares were pressured after the Pentagon said it should be on the list of firms with Chinese military ties, while China Vanke shares were hit and its bonds slumped.US President Trump told Japan to lower the volume on Taiwan, following a call with Chinese President Xi, according to WSJ.European equity futures indicate an uneventful open with Euro Stoxx 50 futures up flat after the cash market closed with gains of 1.5% on Wednesday.Looking ahead, highlights include German GfK (Dec), EZ M3 (Oct), Consumer Confidence Final (Nov), Japanese Tokyo CPI (Nov), Industrial Profit (Oct) & Retail Sales (Oct), ECB Minutes (Oct), Speakers including BoE's Greene, ECB's Cipollone & de Guindos, Supply from Italy. Holiday: US Thanksgiving Day; Desk will run normal services on Thursday, 27th November until 18:15GMT/13:15EST. At which point, the desk will close and then re-open later at 22:00GMT/17:00EST for the APAC session. Thereafter, there is normal service on Friday, 28th November until 18:15GMT/13:15EST at which point the desk will close.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Het is de eerste keer in 14 jaar tijd: Apple die meer smartphones uit de fabriek laat rollen dan Samsung. De iPhone 17 is een hit, dat bleek al uit de eerste verkoopcijfers. Maar nu hebben ze er zo'n vertrouwen in bij Apple dat ze richting de feestdagen groots inzetten. Nemen ze een groot risico, of zijn ze terecht zeker van hun zaak? En wat doet dat met het aandeel Apple? Dat hoor je in deze aflevering. Dan hoor je ook wat je aan moet met het record aan grote fusies en overnames dat dit jaar behaald wordt. Voor biljoenen dollars worden er deals gesloten. We zoeken uit of dat goed nieuws is voor beleggers, of dat je je daar toch enige zorgen om moet maken. En je hoort ook wie er het meeste bij die deals wint. En we hebben het ook nog over het sprankje hoop dat beleggers kregen. Wall Street herstelt zich namelijk redelijk snel van de dramatische vorige week. Dus komt er dan misschien toch nog een eindejaarsrally?See omnystudio.com/listener for privacy information.

De centrale bank vreest dat de hervorming van het Nederlandse pensioenstelsel kan leiden tot de uitverkoop van langlopende obligaties en de ruil van rentederivaten. Maar als de Europese markten zo gevoelig zijn voor alleen ons pensioenstelsel, dan mankeert misschien eerder iets aan die markten zélf, betoogt macro-econoom Edin Mujagic. ‘Ik hoop dat de pensioenfondsen geen minuut besteden aan deze zorgen van de ECB.’See omnystudio.com/listener for privacy information.

Lauren Winfield-Hill and Yas Rana chat about the latest from the WBBL before Katya Witney, Aadya Sharma and Rahul Iyer preview the WPL 2026 auction. 0:00 Metro Bank / 0:38 Intro / 0:57 Lauren Winfield-Hill / 11:03 LWH Coaching / 11:37 WPL auction preview / 31:59 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.

APAC stocks mostly followed suit to the gains on Wall Street, where stocks were underpinned amid Russia/Ukraine optimism and a softer yield environment.US President Trump thinks they are getting very close to a deal on Ukraine, while he separately commented that they are making progress and Ukraine is happy.Nikkei 225 shrugged off a source report that the BoJ is preparing markets for a possible hike as soon as December, although one of the sources noted that the decision between hiking in December or January remained a close call; JPY strengthened, 10yr JGB futures trickled lower.NZD outperformed after the RBNZ cut the OCR by 25bps to 2.25%, as expected, and kept its options open on future policy, although its projections suggested a pause in rates throughout 2026.White House National Economic Council Director Kevin Hassett is reportedly seen as the frontrunner in the Fed Chair search, according to Bloomberg citing sources, although separate sources said “there is no frontrunner”.Looking ahead, highlights include US Dallas Fed (Oct), Jobless Claims (w/e 22 Nov), UK Autumn Budget, Fed Beige Book, Speakers including ECB's Vujcic, Lane & Lagarde, Supply from Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump thinks they are getting very close to a deal on Ukraine, while he separately commented that they are making progress and Ukraine is happy.European bourses are entirely in the green, with the FTSE 100 (+0.2%) trading cautiously ahead of the UK Autumn Budget; US equity futures are modestly firmer.DXY is essentially flat, NZD outperforms after the RBNZ cut rates by 25bps (as expected), but projections suggest a pause throughout 2026.JPY initially strengthened on reports that the BoJ is preparing markets for a possible hike as soon as December, although one of the sources noted that the decision between hiking in December or January remained a close call; JPY is now lower vs USD.Bonds are on the backfoot, paring recent upside; Gilts initially lagged, but now trading in-line with peers as traders eye Chancellor Reeves.Crude is a little lower as focus remains on Russia/Ukraine peace talks, 3M LME Copper surges.Looking ahead, highlights include US Dallas Fed (Oct), Jobless Claims (w/e 22 Nov), UK Autumn Budget, Fed Beige Book, Speakers including ECB's Lane & Lagarde, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

De VS, China, Europa... Overal glijden de verkopen van Tesla nog steeds weg. En excuses hebben ze niet meer. Musk is met zijn bonuspakket voorlopig wel weer even binnengehengeld, en aan de populariteit van elektrische auto's ligt het ook niet. Die markt groeit juist weer als kool. Hoe lang kan Tesla dit volhouden? Dat zoeken we in deze aflevering uit. Verder hebben we het over de grootspraak van Donald Trump. Dat hij daar niet vies van is zal geen nieuws zijn, maar hij blijkt wel heel erg te overdrijven. Volgens Trump heeft hij het voor elkaar gekregen dat er opgeteld zo'n 21 biljoen dollar aan investeringen aan de Verenigde Staten zijn beloofd. Maar in werkelijkheid ligt dat bedrag een héél stuk lager. Je hoort ook wie de favoriet is voor het stoeltje van Jerome Powell. Het Witte Huis zou zijn opvolger nog voor de kerst gekozen willen hebben. En we vertellen je waarom steeds meer beleggers tegenwoordig hun computer laten voor wat het is, en weer via de telefoon handelen.See omnystudio.com/listener for privacy information.

APAC stocks traded mostly higher as the region took impetus from the tech-led rally on Wall St, where sentiment was bolstered as dovish comments from Fed officials boosted December rate cut bets.NVIDIA (NVDA) fell afterhours on a report that Meta (META) is in talks to spend billions on Google's (GOOGL) AI chips.US President Trump posted that he had a very good telephone call with Chinese President Xi and that they discussed many topics, including Ukraine/Russia, fentanyl, soybeans and other farm products.US Q3 GDP initial estimate is to be released on December 23rd, while US PCE and Personal Income report (Sep) was rescheduled for December 5th, according to the BEA.ECB's Nagel said the current level of the Euro at 1.1600 is not cause for concern.Looking ahead, highlights include German GDP (Q3), US Weekly Prelim Estimate ADP, US PPI (Sep), Retail Sales (Sep), Consumer Confidence (Nov), Richmond Fed (Nov), Speakers including ECB's Cipollone & Makhlouf, Supply from UK, Italy, Germany & US, Earnings from Dell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

5200 banen moeten weg bij ABN Amro. De nieuwe CEO van de bank denkt dat het allemaal een stuk efficiënter kan. De kosten moeten omlaag, dat had ze al gezegd. En dus gaat de komende jaren bijna een kwart van het personeel eruit. Snijden ze niet te diep in eigen vlees? En maakt dit ABN Amro nu aantrekkelijker, of juist moeilijker om over te nemen? Dat hoor je in deze aflevering. Je hoort ook over Alphabet. Dat ruikt de beurswaarde van 4 biljoen dollar, en krijgt nog even een zetje in de richting dankzij een gerucht over hun chips. Ze maken chips voor datacenters, en Meta zou daar voor een paar miljard dollar van willen inkopen. Die positiviteit slaat over in negativiteit bij de concurrentie, want beleggers in Nvidia en AMD zien Alphabet opeens als een serieuze dreiging. We proberen in de te schatten hoe serieus die dreiging precies is. Verder vertellen we je over een explosieve omzetgroei in de cloudtak van Alibaba. Dat wil dolgraag weer meedoen met de belangrijkste techbedrijven ter wereld. En over een stoelendans in de S&P 500, waar een bedrijf uit onze jeugd opeens een plekje verovert.See omnystudio.com/listener for privacy information.

De Europese Centrale Bank waarschuwt in een voorpublicatie van haar halfjaarlijkse Financial Stability Review dat het groeiende gebruik van stablecoins nauwlettend moet worden gevolgd. Stablecoins zijn digitale tokens die de waarde van een traditionele valuta moeten volgen, meestal de dollar of de euro. Dat klinkt stabiel, maar volgens de ECB kunnen ze risico’s voor het financiële systeem veroorzaken als ze op grotere schaal worden gebruikt. Het gaat dan onder meer om kwetsbaarheden in de onderliggende reserves, de vraag of die reserves in crisissituaties snel genoeg kunnen worden aangesproken en de mogelijkheid dat grote uitstromen leiden tot druk op de markt voor staatsobligaties. Toch erkent de ECB dat stablecoins ook kansen bieden, bijvoorbeeld voor efficiëntere betalingen. In het rapport komt een nieuwe categorie extra naar voren: multi-issuance stablecoins. Dat zijn stablecoins die door meerdere partijen tegelijk worden uitgegeven. De ECB ziet daarin vooral risico’s omdat het toezicht complexer wordt en het onduidelijker is welke partij verantwoordelijk is bij problemen. De onderliggende reserves kunnen versnipperd raken en daarmee moeilijker te beoordelen zijn. De ECB schetst daarom verschillende oplossingen om risico’s te beperken, zoals strengere transparantieregels, duidelijkere eisen aan reserves en een eenduidigere structuur waarin de verantwoordelijke uitgever beter kan worden aangewezen. De waarschuwing lijkt breder weerklank te vinden. Europa werkt al langer aan regelgeving voor digitale activa en de ECB-analyse kan daar invloed op hebben. Tegelijkertijd laten recente publicaties zien dat de meningen uiteenlopen. Economen van de Federal Reserve zijn de laatste maanden opvallend positiever over de technologie. Het IMF en The Atlantic kiezen juist een voorzichtiger toon en wijzen op mogelijke gevolgen voor het financiële systeem. De verschillen illustreren dat stablecoins niet meer als niche worden gezien, maar als een onderwerp dat wereldwijd op de agenda staat. In de prijssessie zien we dat de Bitcoin-koers de afgelopen week sterk bewoog, met een negatieve uitschieter richting de 80.000 dollar. De verkoopgolf lijkt te worden gedreven door onzekerheid onder beleggers en de nasleep van eerdere koersschokken. Twee weken geleden bespraken we de metaforische ‘handrem’, en de vraag is of die inmiddels moet worden gebruikt. De stemming is op dit moment erg negatief, en er zijn signalen dat de bodem nog niet is bereikt. Daar komen de geruchten bij die opduiken in onrustige markten. Zo zou een market maker tijdens de crash van 10 oktober schade hebben opgelopen en gedwongen zijn bitcoins te verkopen, al is het lastig te beoordelen hoe serieus dit is. Andere mogelijke verkopers zijn miners en houders van ETF-posities, die onder druk kunnen komen te staan. Ook het slechte sentiment rond treasuries speelt een rol. Daarnaast circuleren verhalen over quantumcomputers, een instortende AI-markt en grote beleggers die risico’s afbouwen. Het verleden leert dat dit soort verhalen vooral in zwakke markten hardnekkig zijn, maar lang niet altijd een aanwijzing vormen voor wat er daadwerkelijk gebeurt. Co-hosts zijn Bart Mol en Mauro Halve. Gasten Bart Mol Mauro Halve Links Host Daniël Mol Redactie Daniël Mol Matthijs DamsteegSee omnystudio.com/listener for privacy information.

APAC stocks mostly firmer following the Wall St. handover, though China was mixed amid reports of Trump selling NVIDIA chips to China.Fed's Collins says she has not made up her mind on December. Treasury Secretary Bessent said prices are getting better.DXY contained, EUR/USD bounced from 1.15, Cable rangebound, USD/JPY firmer but limited in holiday trade.USTs and Bunds contained after the moves seen on Friday; Crude is uneventful, XAU continues to fade.US' Rubio said good progress had been made re. Ukraine, and none of the outstanding issues are insurmountable.Looking ahead, highlights include German Ifo (Nov), US National Activity Index (Oct), Dallas Fed Manufacturing Index (Nov), Speakers including ECB's Cipollone, Elderson & Lagarde, Supply from the US.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Secretary of State Rubio said good progress had been made re. Ukraine, and none of the outstanding issues are insurmountable.European bourses opened stronger, but sentiment has waned a touch in recent trade; US equity futures are mixed.DXY is marginally subdued, EUR gains a touch amidst geopolitical progress whilst the JPY lags.Lacklustre trade across fixed income with USTs flat whilst Bunds are firmer by a handful of ticks.Oil complex has been pressured by progress on Ukrainian peace talks, XAU trades rangebound.Looking ahead, highlights include US National Activity Index (Oct), Dallas Fed Manufacturing Index (Nov), Speakers including ECB's Cipollone, Elderson & Lagarde, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Lampenmaker Signify is al jaren op zoek naar een nieuwe inkomstenbron. De Chinese markt schiet namelijk maar niet op. Door een vastgoedcrisis daar zit niemand aan hun slimme lampen te denken. Een perfecte match met de defensie-industrie, die hard op zoek is naar bedrijven die kunnen helpen bij het opschalen. En Signify is niet de enige, want ook maakbedrijven Kendrion en Aalberts maken de draai naar defensie. Wat doet dat met de waardering van de aandelen? Dat hoor je in deze aflevering. Verder hebben we het over Prosus. De tech-investeerder deed vorige week al een poging om de beleggers enthousiast te krijgen voor hun kwartaalcijfers. Nu is er dan de volledige set met resultaten, en Prosus heeft niet gelogen. De winststijging is ongekend voor het bedrijf, maar toch stelt het teleur. En we hebben het over het einde van een vrij kort tijdperk. Het Department of Government Efficiency (DOGE) is namelijk niet meer. Elon Musk had het schip al verlaten, en het bleek al dat de beoogde doelen bij lange na niet gehaald werden. Maar nu horen we dat de afdeling in stilte is opgeheven.See omnystudio.com/listener for privacy information.

A slightly different episode today as Lauren Winfield-Hill takes on a Reddit Ask Me Anything Q&A. 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.

Europe's macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter one centered on pro-growth fiscal policy, energy security, and capital-market reform. For investors, this transformation signals the potential for renewed momentum in European equities and fixed income.In this episode of The Bid, host Oscar Pulido speaks with Helen Jewell, Chief Investment Officer for EMEA Fundamental Equities, and Roelof Salomons, Chief Investment Strategist for Northern Europe at the BlackRock Investment Institute, about how Europe's evolving macro and investing environment is creating new opportunities across sectors.They explore how fiscal flexibility is enabling investment in productivity and innovation, how energy transition and AI demand are reshaping infrastructure and power markets, and why European banks, defense companies, and energy-efficiency leaders have emerged as standouts. The conversation also looks at the valuation gap between Europe and the U.S., the implications of potential ECB rate cuts, and what reforms could drive a broader, more durable resurgence.Key Takeaways:· Europe's shift toward fiscal flexibility marks its first explicitly pro-growth stance in over a decade.· The intersection of energy transition and AI is driving infrastructure and power investment.· Banks, defense, and efficiency-focused industrials remain strong performers.· Europe still trades at a discount to the U.S., offering selective opportunity.· Integration of capital markets could unlock long-term competitiveness.Key moments in this episode:00:00 Introduction: Europe's Economic Challenges and Optimism01:10 Meet the Experts: Helen Jewell and Roelof Salomons02:17 Historical Context: Europe's Economic Journey03:51 Current Barriers and Progress in Europe05:40 Sector Focus: Defense, Banks, and Energy08:49 Fiscal Policy and Unified European Growth10:33 Energy and AI: The Long-Term Investment Landscape14:30 Valuation and Market Opportunities in Europe17:17 Conclusion: Path to a Broad Resurgence in Europe19:21 Closing Remarks and Future OutlookEurope investing; Europe macro; European equities; investing in Europe; capital-markets union; energy transition Europe; European fiscal policy; European banks; AI power demand; ECB rate cuts; BlackRock Investment Institute; European defense; valuation gap; competitiveness in EuropeSources: “What's needed for an investment renaissance in Europe?”, BlackRock Investment Institute, October 2025; NATO, August 2025; BlackRock Fundamental Equities analysis, September 2025; “Entering The Age of Electricity”, IEA Electricity Demand 2025;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

JPMorgan and Standard Chartered no longer expect the Federal Reserve to cut rates in December, vs prior forecast of a 25bp cut.European bourses entirely in the red, with AEX underperforming as Tech plays catch-up to Thursday's NVIDIA losses; US equity futures are mixed today, with NVIDIA -1.5% in pre-market trade.DXY is mildly firmer, JPY outperforms on haven flows, jawboning and data metrics which play in favour of further BoJ normalisation. Bloomberg reported that Japan may intervene before USD/JPY reaches 160.Bonds firmer, benefiting from the risk tone; additional impetus from European and UK data.Crude complex pressured on constructive Russia/Ukraine reports, XAU is mildly lower.Looking ahead, US Flash PMIs (Nov), US Real Weekly Earnings (Sep), Canadian Retail Sales (Sep), US Uni. of Michigan (Nov), Moody's on the UK & Italy, ECB's Nagel; Fed's Williams, Barr, Jefferson, Logan; SNB's Schlegel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded lower across the board as the sharp Wall Street selloff reverberated through the region despite the absence of fresh catalysts.JPMorgan no longer expects the Federal Reserve to cut rates in December, vs its prior forecast of a 25bp cut.10yr JGB futures retraced some of this week's losses whilst the session saw a slew of commentary from Japanese Finance Minister Katayama, who, on the bond market, attempted to alleviate some fiscal woes.Japan may intervene before USD/JPY reaches 160, according to Bloomberg, citing a government panellist.Crypto markets continue bleeding with Bitcoin falling under USD 85,500 at a 7-month low, while Ethereum fell to a 4-month low.Looking ahead, UK PSNB (Oct), Retail Sales (Oct), EZ, UK & US Flash PMIs (Nov), US Real Weekly Earnings (Sep), Canadian Retail Sales (Sep), US Uni. of Michigan (Nov), Euro Area Indicator of Negotiated Wage Rates (Q3), Moody's on the UK & Italy, ECB's de Guindos, Lagarde, Nagel; Fed's Williams, Barr, Jefferson, Logan; SNB's Schlegel.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.