Podcasts about ECB

Tariff inflation continues to go down in flames, yet central bankers refuse to let it go. The US CPI report for November was released today and the details should help put all this to rest – especially alongside the payroll numbers from earlier in the week. However, over in Europe both the ECB and Bank of England claim they need to be vigilant about tariff inflation at the same time job losses and unemployment pile up even higher.   Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------EDU's Webinar Series REPLAYThere is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a powerful rally in U.S. markets after inflation came in far cooler than expected, reigniting hopes for future Fed cuts. Micron surged on strong earnings and guidance, silver hit record highs, and oil slid again. The Bank of England delivered a closely contested rate cut, the ECB stood pat while upgrading growth forecasts, and crypto markets swung wildly amid major industry announcements.

The S&P 500 starts today on a four-day losing streak ahead of an ECB rate decision and U.S. CPI. Analysts expect a 0.3% headline inflation rise. FedEx and Nike report later today.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.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.Diversification and rebalancing 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.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1225) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BP ousts its CEO Murray Auchincloss overnight following investor frustration with net zero strategy and share under-performance. He is replaced by Woodside Petroleum's Meg O'Neill who becomes the oil major's fourth boss in six years. EU leaders gather in Brussels at a crucial summit to decide funding for Ukraine. And European investors await ‘Super Thursday' with central banks' rates decisions expected from the ECB, Riksbank, Norgesbank and BoE later today.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks were mostly lower following on from the tech-led selling stateside and ahead of US inflation data and a slew of upcoming central bank decisions.US President Trump's primetime address to the nation made no mention of a US blockade against Venezuela or Russian sanctions.US President Trump said he will soon announce the next Fed chair and that the new Fed chair will believe in lowering interest rates by a lot.US equity futures traded rangebound with little reaction seen following President Trump's primetime address and as participants awaited US CPI data.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.6% on Wednesday.Looking ahead, highlights include US CPI (Nov), Jobless Claims (w/e 13 Dec), Philly Fed (Dec), Japanese CPI (Nov), NZ Trade Balance (Nov), ECB Announcement, BoE Announcement, Norges Bank Announcement, Riksbank Announcement, CNB Announcement, Banxico Announcement. Speakers include Norges Bank's Bache, Riksbank's Thedeen, ECB's Lagarde & BoE's Bailey, Supply from US, Earnings from Carnival, Nike & FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he will soon announce the next Fed chair and that the new Fed chair will believe in lowering interest rates by a lot.European bourses are mostly firmer; US equity futures also gain, with mild outperformance in the NQ.DXY is slightly firmer as traders await US CPI; GBP underperforms a touch ahead of the BoE, EUR awaits the ECB.Fixed income grinds higher; Bunds saw some modest downticks after Germany's DFA announced their 2026 issuance plan, which came in slightly above analyst expectations.Crude complex was initially firmer but now hovering just above the unchanged mark, as Trump avoided mentioning Venezuela/Russia in his primetime address.Looking ahead, highlights include US CPI (Nov), Jobless Claims (w/e 13 Dec), Philly Fed (Dec), Japanese CPI (Nov), NZ Trade Balance (Nov), ECB Announcement, BoE Announcement, CNB Announcement, Banxico Announcement. Speakers include ECB's Lagarde & BoE's Bailey, Supply from US, Earnings from Carnival, Nike & FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley's 2026 global outlooks.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today, I consider the pushback we've received on our 2026 outlooks – distilling the themes that drew the most debate and our responses to the debates. It's Tuesday, Dec 16th at 3:30pm in New York. It's been a few weeks [since] we published our 2026 outlooks for the global economy and markets. We've had lots of wide-ranging conversations, much dialogue and debate with our clients across the globe on the key themes that we laid out in our outlook. Feedback has ranged from strong alignment to pointed disagreement, with many nuanced views in between. We welcome this dialogue, especially the pushback, as it forces us to re-examine our assumptions and refine our thinking. Our constructive stance on AI and data center-related CapEx, along with the pivotal role we see for the credit market channels, drew notable scrutiny. Our 2026 CapEx projections was anchored by a strong conviction – that demand for compute will far outstrip the supply over the next several years. We remain confident that credit markets across unsecured, structured, and securitized instruments in both public and private domains will be central to the financing of the next wave of AI-driven investments. The crucial point here is that we think this spending will be relatively insensitive to the macro conditions, i.e., the level of interest rates and economic growth. Regarding the level of AI investment, we received a bit of pushback on our economics forecast: Why don't we forecast even more growth from AI CapEx? From our perspective, that is going to be a multi-year process, so the growth implications also extend over time. Our U.S. credit strategists' forecast for IG bond supply – $2.25 trillion in gross issuance; that's up 25 percent year-over-year, or $1 trillion in net issuance; that's 60 percent year-over-year – garnered significant attention. There was some pushback to the volume of the issuance we project. As CapEx growth outpaces revenue and pressures free cash flow, credit becomes a key financing bridge. Importantly, AI is not the sole driver of the surge that we forecast. A pick-up in M&A activity and the resulting increase in acquisition-driven IG supply also will play a key role, in our view. We also received pushback on our expectation for modest widening in credit spreads, roughly 15 basis points in investment grade, which we still think will remain near the low end of the historical ranges despite this massive surge in supply. Some clients argued for more widening, but we note that the bulk of the AI-related issuance will come from high-quality – you know AAA-AA rated issuers – which are currently underrepresented in credit markets relative to their equity market weight. Additionally, continued policy easing – two more rate cuts – modest economic re-acceleration, and persistent demand from yield-focused buyers should help to anchor the spreads. Our macro strategists' framing of 2026 as a transition year for global rates – from synchronized tightening to asynchronous normalization as central banks approach equilibrium – was broadly well received, as was their call for government bond yields to remain broadly range-bound. However, their view that markets will price in a dovish tilt to Fed policy sparked considerable debate. While there was broad agreement on the outlook for yield curve steepening, the nature of that steepening – bull steepening or bear steepening – remained a point of contention. Outside the U.S., the biggest pushback was to the call on the ECB cutting rates two more times in 2026. Our economists disagreed with President Lagarde – that the disinflationary process has ended. Even with moderate continued euro area growth on German fiscal expansion, but consolidation elsewhere, we still see an output gap that will eventually lead inflation to undershoot the ECB's 2 percent target. We also engaged in lively dialogue and debate on China. The key debate here comes down to a micro versus macro story. Put differently, the market is not the economy and the economy is not the market. Sentiment on investments in China has turned around this year, and our strategists are on board with that view. However, from an economics point of view, we see deflation continuing and fiscal policy from Beijing as a bit too modest to spark near-term reflation. 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.

Katya chats to former New Zealand star Katey Martin about her playing career, life as a pundit, commentating on former teammates, calling New Zealand's T20 World Cup win and more. 0:00 Metro Bank / 0:38 Intro / 1:40 Katey Martin / 56:47 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.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a packed macro week featuring major central bank decisions from the ECB, BoJ, and BoE, alongside key U.S. data including non-farm payrolls, retail sales, and CPI. Global equities show mixed signals as Europe rebounds, Asia struggles with China's slowing economy, and Wall Street stabilizes. Meanwhile, crypto markets dip despite continued institutional adoption and regulatory developments.

Het is maandag en dan blikken we in De 7 altijd vooruit naar de week die komt, met een gast.Vandaag is dat Carsten Brzeski, hoofdeconoom voor Duitsland en voor de hele eurozone bij bank ING.Krijgen we deze week uitsluitsel over wat er gaat gebeuren met de Russische miljarden bij Euroclear? Het staat op agenda van de Europese top van staatshoofden en regeringsleiders.De Europese Centrale Bank neemt deze week haar laatste rentebesluit van het jaar. Meer nog dan naar het rentepeil is het uitkijken naar de ramingen van de ECB.En we gaan 't ook hebben over Duitsland. De regering Merz is nu meer dan een half jaar aan de slag. Hoe staat het land ervoor?Verder in deze aflevering van De 7: onderhandelingen over vrede in Oekraïne, macro-economische data uit de VS en nog maar eens resultaten van een bedrijf, dat profiteert van de opgang van artificiële intelligentie. Host: Bert RymenProductie: Joris Vanderpoorten See omnystudio.com/listener for privacy information.

Danny Reweghs blikt vooruit op het banenrapport in de VS, het rentebesluit van de ECB en de detailhandelsverkopen in de VS. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

”I regn og slud - nøgletallene skal ud!” I denne uge er der en række meget store begivenheder i makrokalenderen før jul. Fra USA kommer de to vigtigste nøgletal for Fed, nemlig jobrapporten og forbrugerpriserne. De bliver suppleret af detailsalget. Europa byder ind med en række vigtige centralbankmøder med ECB og Bank of England i spidsen samt konjunkturbarometrene, PMI'erne, fra euroområdet. Rentemødet i den japanske centralbank vil også holde investorerne på tæerne.Vi dækker det hele i ugens Finans Brief, der også tager et kritisk blik på Julemanden, eller i hvert fald på ”The Santa Claus Rally” på aktiemarkedet, som er tesen om aktiekursstigninger i julen.Vigtig investorinformation.

Monetary and fiscal policy are strictly related. But within the euro area monetarypolicy has unexpectedly led to huge and surreptitious fiscal trasfers via Target 2 and the commercial bank reserves. Professor Hanno Lusting from Stanford University with a team of economists has highlighted and calculated the magnitude of these transfers. In this episode we discuss with him the economic and political implications.Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/inglorious-globastards-podcast--4600745/support.

Philips durfde ruim twee jaar geen overnames te doen. Alle tijd en geld ging op aan de slaapapneu-affaire. Maar die tijd is voorbij: het bedrijf lijft de Amerikaanse start-up Spectrawave in. Geen gigantisch bedrijf, met zo'n 70 medewerkers, maar toch: gaat Philips nog meer op overnamejacht? Dat bespreken we deze aflevering. Daarin vertellen we je ook over Nvdia. Sinds de chipmaker groen licht heeft van de VS om de op-een-na-beste AI-chips aan China te leveren, stromen de bestellingen binnen. Klein detail: China wil die chips helemaal niet hebben. Duiken we ook nog op het SpaceX van Elon Musk. Vorige week lekte al uit dat er een beursgang aankomt en vandaag lijkt dat weer een stapje zekerder. En je hoort over het bedrijf achter de robotstofzuiger Roomba: dat is ter ziele gegaan. Te gast is Nico Inberg van De Aandeelhouder, die het hele verhaal rond OCI en Orascom alvast aanwijst als 'scam van het jaar'.See omnystudio.com/listener for privacy information.

US S&P futures slightly firmer but Nasdaq lower. European opened with modest gains and Asian's broadly higher. Bond yields mixed. US 10-year up 2 bps at 4.2%. Gilts off 1 bps at 4.5% after soft UK data. Dollar slightly firmer versus yen and sterling, softer elsewhere. Oil up. Gold edges higher. Industrial metals mixed. Bitcoin gains. Economists are aligning views with ECB Executive Board member Schnabel that next move in rates is likely to be a hike. Bloomberg survey of economists showed 60% of respondents think the ECB is more likely to raise rates than lower them, which is a meaningful shift from October when only a third shared that outlook. However, rate hikes will not likely come anytime soon with the majority expecting deposit rate to remain at 2% for the next two years. Rationale for extended period of unchanged policy is the improving macro backdrop.Companies Mentioned: Destination XL Group, Citigroup, Warner Bros. Discovery, Paramount Skydance

A slightly different episode this week, with Katya and Yas asking one big question: Why haven't England haven't produced a world class batter in the last decade? 0:00 Metro Bank / 0:39 Intro / 3:09 Alexia Walker / 34:42 Paul Shaw / 1:04:45 LWH Coaching / 1:05:11 Lauren Winfield-Hill / 1:28:36 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.

Minimaal 150 miljard moet het kabinet de komende jaren gaan investeren. Anders wordt het niks met de economische groei. Dat is een van de adviezen die oud-ASML baas Peter Wennink doet. Geld dat niet alleen economie, maar ook de beurs een slinger kan geven.Wij van BNR Beurs gingen voor je op onderzoek: welke aandelen hebben er baat bij dat het rapport van de polder-Draghi niet in een diepe la beland en wordt uitgevoerd?Ook gaan we even terug in de tijd. Naar de financiële crisis van 2008 om precies te zijn. Een periode waarvan jij (als je toen belegde) misschien nog wel eens gillend wakker wordt. Om de rust te bewaren stelde de Amerikaanse regering de nodige regels op. Regels die de Trump-regering nu wil versoepelen. Verder blikken we nog even terug op de discodip van het aandeel Magnum en kijken we naar de raketjes van Musk. Moet je daar wel in beleggen? Te gast: Erik Mauritz, van Trade Republic.See omnystudio.com/listener for privacy information.

Nossos sócios Luiz Eduardo Portella, Tomás Goulart e Sarah Campos debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, o grande destaque foi a decisão do Fed, que cortou os juros para o intervalo de 3,50%–3,75%, em linha com o esperado. Havia receio sobre um possível tom mais hawk, que não se concretizou: o Powell deixou em aberto possível novo corte em janeiro, mas esclarecendo que as decisões dependerão dos próximos dados. Também foi anunciada compra de títulos de curto prazo para aumento de reserva. Por fim, foi anunciada a recondução unânime dos presidentes regionais do Fed para os mandatos que se iniciam em 2026. Na Europa, a Schnabel, do ECB, indicou estar confortável com as apostas de que o próximo passo do banco central possa ser uma alta de juros, embora não no curto prazo. No Brasil, o Copom manteve a Selic inalterada, com mudanças sutis de comunicação, e reduziu sua projeção condicional de inflação no horizonte relevante de 3,3% para 3,2%. O IPCA de novembro veio ligeiramente abaixo do esperado, reforçando a trajetória desinflacionária. Na atividade, o varejo veio um pouco acima e serviços um pouco abaixo da expectativa. O cenário político foi conturbado após o anúncio da candidatura de Flávio Bolsonaro, com votação do PL da Dosimetria, retirada de Moraes e a esposa da Magnitsky e novas pesquisas de opinião. Nos EUA, o juro de 1 ano fechou 7 bps, e as bolsas tiveram desempenho misto – S&P 500 -0,63%, Nasdaq -1,93% e Russell 2000 +1,19%. No Brasil, o jan/29 fechou 22 bps, o Ibovespa subiu 2,16% e o real valorizou 0,60%. Na próxima semana, destaque para dados de mercado de trabalho e inflação nos EUA; dados de atividade na Europa; decisão dos bancos centrais europeu, inglês e japonês e, no Brasil, ata do Copom, Relatório de Política Monetária e pesquisa Quaest. Não deixe de conferir!

After getting the year-ahead views of the Macro Strategy team at State Street Markets last week (which you can listen to here), this week we hear from our FX Trading team. Questions of central bank independence and policy divergence top the list of risk factors for 2026, with implications of the AI investment cycle also factoring heavily into a macro outlook. We catch up with Peter Vincent, EMEA Head of Trading, for his thoughts on the state of the US labor market, inflation, policies of the Federal Reserve, ECB and Bank of Japan, and the other critical drivers for rates and FX around the world.See omnystudio.com/listener for privacy information.

US equity futures point to a weaker open, with Asian markets mostly lower and European equities trading softer. Today's focus is the Fed's 25 bp rate cut, which came with three dissents. Powell emphasized policy is now within the broad neutral range and that the Fed is well positioned to wait, while the balance-sheet decision was viewed as supportive for risk sentiment. Market attention also remains on the ongoing global hawkish shift, with recent ECB commentary reinforcing expectations for the next move to be a rate increase. Moreover, AI remains in focus ahead of updates from Oracle, Broadcom, and OpenAI, alongside continued headlines on power-infrastructure demand. Finally, geopolitical developments are in focus after the US seized a Venezuelan oil tanker and tensions escalated across multiple Asian borders.Companies Mentioned: Ball Corp, Perimeter Solutions, TPG Inc.

FOMC cut rates by 25bps to 3.50-3.75%, as expected, while the vote split was 9-3, as Miran voted for a 50bps cut. Goolsbee and Schmid voted for unchanged.Fed said it is to assess incoming data, evolving outlook and balance of risks in considering the extent and timing of further adjustment (tweaked from “in considering additional adjustments”), and it will monitor implications of incoming information for the economic outlook.Powell said adjustments to rates since September should help stabilise the labour market and keep pressure down on inflation, while the Fed is well positioned to determine adjustments to rates, and rates are now in a plausible range of neutral.Powell also noted there is a lot of data due before the next meeting, and the Fed can wait and see how the economy evolves when asked about whether the 'risk management' phase of rate cuts is over.APAC stocks were ultimately subdued after failing to sustain the early positive momentum from the dovishly perceived FOMC; US equity futures gave back their post-FOMC spoils as tech/AI concerns were stoked following a slump in Oracle shares.European equity futures indicate a softer cash market open with Euro Stoxx 50 futures down 0.1% after the cash market closed with losses of 0.2% on Wednesday.Looking ahead, highlights include Swedish CPI (Nov), US Initial Jobless Claims (6 Dec, w/e), SNB/CBRT Rate Announcements, IEA OMR, OPEC MOMR, Speakers including SNB's Schlegel, BoE's Bailey, ECB's de Guindos, Supply from Italy & US, Earnings from Broadcom, Costco & lululemon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Softwarereus Oracle kwam met een veel en veel beter dan verwachte winst. Maar bij dat goede nieuws blijft het, want beleggers schrikken van de rest. Ze hadden op meer omzet gerekend, maar vooral op minder investeringen in AI. De directie stelt aandeelhouders niet bepaald gerust: met een crash van het aandeel tot gevolg. Je bent de vraag 'is er een AI-bubbel' misschien wel zat, maar toch komt 'ie misschien wel voorbij. Want concurrenten gaan ook onderuit op de beurs. Waren Oracle-beleggers eerder dit jaar niet veel en veel te enthousiast? Ook hebben we het over het rentebesluit van de Fed, de Amerikaanse centrale bank. Saai? Zeker niet! In jaren is dat niet zo spannend geweest als nu. Er zijn maar liefst drie dissidenten en een schamele renteverlaging voor 2026. Wij kijken wat dat met aandelen doet.Hebben we het ook over kunstmest, want daar wil Arend Jan Kamp het graag over hebben. Een aflevering dus over poep, maar we hebben het ook over de Warner Bros-soap, een seniele topman én over Trump die de Houthi's nadoet.See omnystudio.com/listener for privacy information.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar ⬜ In today's update, Palvatar highlights a cautious tone across global equity markets as investors await the Federal Reserve's policy decision, with a rate cut widely expected. Softer U.S. inflation data, including a 0.3% rise in both Core CPI and headline CPI, is reinforcing expectations of easing price pressures. Meanwhile, European markets remain subdued after cautious comments from ECB officials. Overall, sentiment is mixed as traders position ahead of major central bank signals.

EU countries want to fast-track a decision to indefinitely immobilise up to €210bn in Russian sovereign assets, investors have increased bets that interest rates in major economies could diverge next year, and Berlin stands ready to throw its weight behind a German candidate to be the next president of the European Central Bank. Plus, Australia is now the first country in the world to restrict social media access for kids under the age of 16.Mentioned in this podcast:Trump gives Zelenskyy ‘days' to respond to peace proposalEU races to bypass Viktor Orbán on Russia assets before summitInvestors increase bets on ECB rate rise in threat to dollarGermany sees high hurdles to winning ECB presidencyThe countdown to the world's first social media ban for childrenNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Ben Emons is looking forward to the dot plot after the FOMC announcement today. He thinks there could be one more cut in 2026 but says it is unclear from there. He notes the ECB is already finished with its rate-cutting cycle. Turning to jobs, he sees people coming back into the labor force, a “positive sign.” He also says there seems to be less stress overall in the labor market. Emons also discusses how the Fed could change under new leadership.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

APAC stocks were mostly subdued amid cautiousness ahead of today's Fed policy decision and dot plots, while the region also digested the latest Chinese inflation data.China is buying US soybeans again, but is reportedly falling short of the goal set by the Trump trade agreement, according to CNBC.US Trade Representative Greer said China's rare earths continue to flow and expects to sign more trade deals over the coming weeks.US President Trump is to kick off the final round of Fed Chair interviews this week, while senior administration officials said Kevin Hassett remains in pole position to succeed Powell as Fed Chair, according to the FT.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market finished with losses of 0.1% on Tuesday.Looking ahead, highlights include Norwegian CPI (Nov), US Employment Costs (Q3), BoC/FOMC/BCB Rate Announcement. Speakers include BoE's Bailey, ECB's Lagarde, BoC's Macklem & Fed's Powell. Supply from the UK. Earnings from Oracle, Adobe & Synopsys.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Aegon doet het namelijk. Afscheid nemen van Nederland én naam. De verzekeraar verkast binnenkort naar de Verenigde Staten en loost de bedrijfsnaam. Aegon transformeert in Transamerica. Deze aflevering zwaaien we ze uit. Gaan we ze missen? En moeten we ze binnenkort ook als AEX-aandeel missen, gaat de notering ook weg?Hoor je ook meer over de beursgang van SpaceX. Tot de sterren en daar voorbij, want volgend jaar gaat het dan echt gebeuren. Met een gigantische klap, want SpaceX zou maar liefst 30 miljard dollar willen ophalen. De grootste beursgang ooit!Verder spelen we het spelletje Wie van de Drie. Want zoveel serieuze sollicitanten zijn er nog voor de baan van Jerome Powell. Terwijl de baas van de Fed bezig is met het rentebeleid, is president Trump achter zijn rug bezig met zijn opvolging. En je hoort meer over de 'Bono van het bedrijfsleven'. Gaan we die ooit nog terugzien?! See omnystudio.com/listener for privacy information.

Odsunutí řešení kauzy Turek pomohlo Babišovi na cestu do Bruselu. Nízké daně nelákají, ale ty vysoké odrazují. ECB odmítá ručit za „reparační půjčku“ Ukrajině. Evropa si plete provaz, na kterém ji Rusko oběsí. Netflix, Warner Bros. a ti druzí. Postaví se slovenský prezident proti zrušení Úřadu na ochranu oznamovatelů? Moderuje Ondřej Konrád.Všechny díly podcastu Názory a argumenty můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Washington is moving fast, and the entire crypto market is now in the crosshairs. Senators are preparing a sweeping new crypto market-structure bill, with major bank CEOs lobbying behind the scenes to shape the rules in their favor. The CFTC just launched a new digital assets oversight pilot alongside fresh fraud charges, while the SEC closed a two-year case against a Bitcoin developer without action. Add in Texas facing backlash over its Bitcoin reserve and the ECB defending its digital euro, and the regulatory landscape is shifting in real time. Today we break down how this new bill could redefine the future of Bitcoin, stablecoins, exchanges, and the entire U.S. crypto industry.

APAC stocks were subdued following the lacklustre lead from Wall Street, with markets cautious ahead of the FOMC policy announcement on Wednesday.US President Trump announced that he informed Chinese President Xi that the US will allow NVIDIA (NVDA) to ship its H200 products to approved customers.RBA unsurprisingly kept the Cash Rate unchanged at 3.60%, although comments from RBA Governor Bullock at the press conference leaned hawkish.Ukrainian President Zelensky said talks in London were productive and there is small progress towards peace.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures -0.1% after the cash market closed flat on Monday.Looking ahead, highlights include German Trade Balance (Oct), US Average Weekly Prelim Estimate ADP (4-week, w/e 22 Nov), JOLTS (Sep), EIA STEO, Speakers including ECB's Nagel, BoJ's Ueda, BoE's Ramsden, Lombardelli, Mann, Dhingra & RBNZ's Breman, Supply from UK & US, Earnings from GameStop.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Weken aan lieve woorden en lobby-bezoekjes aan het Witte Huis gingen eraan vooraf, maar topman Jensen Huang van Nvidia heeft het voor elkaar gekregen. Hij krijgt weer toegang tot de Chinese markt met zijn AI-chips. Tenminste, dat krijgt hij van de Verenigde Staten. Die staan het toe dat een van de meer geavanceerde AI-chips van Nvidia naar China worden geëxporteerd. Nu blijft er nog één probleem over: ook China moet nog overstag. Hoe kan Huang dat voor elkaar krijgen? En hoe blij moeten beleggers met deze eerste stap zijn? Dat hoor je in deze aflevering. Dan hebben we het ook over het jachtseizoen. De Europese Commissie trapt dat af. Het richt de pijlen nu op Alphabet en hun AI-overviews. Alphabet zou de data daarvoor aftroggelen bij hun gebruikers en misschien wel misbruik maken van hun macht in de zoekmachinemarkt. Opvallend, want ook Meta kreeg onlangs nog een nieuw onderzoek aan de broek vanuit Europa. Dus is Europa de aanval op Amerikaanse techbedrijven weer aan het opvoeren? Verder hoor je over Duitsland. Dat zou al akkoord zijn om een recordbedrag aan defensie-uitgaven te gaan doen. En we vertellen je wanneer jij hier in Europa in een zelfrijdende taxi kan stappen.See omnystudio.com/listener for privacy information.

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

EUR/USD gained, while DAX and Bund futures fell as ECB's Schnabel said she is 'comfortable' on bets that next move will be a hike.APAC stocks were mixed following a lack of major macro drivers over the weekend and with markets tentative ahead of this week's risk events, while participants also digested data, including the latest Chinese trade figures.USD/JPY briefly retreated beneath the 155.00 handle amid a softer buck and as the latest wages data from Japan supported the case for a December BoJ rate hike, although Q3 GDP revisions were disappointing and showed a wider-than-feared contraction.Chinese trade data showed a stronger-than-expected recovery in Exports, but Imports disappointed.European equity futures indicate a slightly softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.1% on Friday.Looking ahead, highlights include German Industrial Output, EZ Sentix, Comments from ECB's Cipollone, BoE's Taylor & Lombardelli, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses attempt to move higher after initial pressure, US equity futures trade with modest gains.USD is flat, EUR and NZD manage to hold towards the top of the G10 pile.Global bonds pressured, Bunds hit on hawkish remarks via ECB's Schnabel, who said that she is 'comfortable' on bets that the next move will be a hike, albeit not any time soon.Crude benchmarks retreat despite a lack of drivers, XAU grinds higher and 3M LME Copper benefits after positive Chinese exports data, though Imports disappointed.Looking ahead, highlights include ECB's Cipollone, BoE's Taylor & Lombardelli, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Het is zover! De Magnum Ice Cream Company is afgesplitst van Unilever en ging vanochtend zelfstandig naar de beurs. Waar vooraf vrees was dat grote fondsen en andere beleggers het aandeel zouden dumpen, bleek de schade mee te vallen. Magnum kwam de eerste dag goed door, maar kunnen ze dat ook vasthouden? En wat verdien je nou eigenlijk in de ijsmarkt? Dat bespreken we deze aflevering. Met daarin ook opnieuw aandacht voor Warner Bros. Vrijdag hoorde je nog dat Netflix de tent voor 87 miljard dollar wilde overnemen, vandaag is alle zekerheid rond die deal alweer weggetrokken. Paramount doet een hoger bod, rechtstreeks aan de aandeelhouders. Verder hoor je ook nog waarom Meta op z'n knietjes gaat voor Ursula von der Leyen, bij welke beleggingsapp je vooral niet moet zijn als je gehecht bent aan je privacy en waarom het aandeel van het bedrijf achter de Labubu-pop weer onderuit gaat. Te gast is Corné van Zeijl van Cardano. Mystery guest: zijn parkiet. Misschien wel de bron van alle beurswijsheden. See omnystudio.com/listener for privacy information.

Deze week blikt directeur van Trends Beleggen Danny Reweghs vooruit op de rentebesluiten van de FED en de ECB én op de inflatiecijfers van Duitsland. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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");

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

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

Netflix gaat op overnamepad en hoe! Totaal onverwachts koopt het Warner Bros Discovery. Een deal goed voor bijna 83 miljard dollar. De grootste overname ooit die Netflix doet. Door de aankoop krijgen ze concurrent HBO Max in handen, die ze nu samen zouden willen voegen.Netflix deelt uit, maar zitten aandeelhouders er op te wachten? En wat betekent dit voor concurrent Disney en andere streamers? Deze aflevering zoeken we het voor je uit.Hebben we het ook over de prijs van speelgoed. Opsteker voor Sinterklaas: de prijzen zijn gedaald. En de kinderen mogen president Trump daarvoor bedanken. Zijn handelsoorlogen zorgen gek genoeg voor die lagere prijzen. Over Trump gesproken: zijn vertrouweling bij de Fed begint ineens soft te worden. De rente hoeft minder hard naar beneden...Hoor je ook over de 'Nvidia van China', een bedrijf dat het het meest waardevolle beursbedrijf ter wereld lastig moet gaan maken. En je hoort meer over de onverwachtse exit van Jitse Groen. Te gast: Jos Versteeg, van InsingerGilissenSee omnystudio.com/listener for privacy information.

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

Het onvoorstelbare is gebeurd. Mark Zuckerberg grijpt in bij zijn favoriete hobbyproject. Metaverse krijgt, meldt persbureau Bloomberg, maar liefst 30 procent minder geld. Opvallend, want Zuckerberg roept al jarenlang dat dit dé toekomst is. Hij veranderde zelfs de naam van het bedrijf, omdat hij zo in de Metaverse gelooft.Dat lijkt nu dus anders te lopen. Hoe anders, dat zoeken we deze aflevering uit. Dan bekijken we ook de financiële puinhoop van dit hobyproject. Het heeft tot nu toe namelijk al 70 miljard dollar verloren.Hebben we het ook over een ander nieuwtje. Die komt van de journalisten van de Financial Times en gaat ook over Meta. Brussel gaat een onderzoek starten naar de AI-functies in Whatsapp.Jensen Huang hoeft president Trump niet te appen. De baas van Nvidia zag hem namelijk tijdens een lobbybezoek in Washington. Een belangrijk gesprek voor de toekomst van Nvidia. Verder hoor je meer over een cadeautje van president Trump aan de autosector. Hebben we het over de enorme koersval van Philips, de directie van Adidas dat een rechtszaak wint van de eigen aandeelhouders en de Amerikaanse arbeidsmarkt. Slecht nieuws: er worden heel veel Amerikanen ontslagen. Sinds 2020 niet zoveel als dit jaar.See omnystudio.com/listener for privacy information.

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

De beursgang van OpenAI is aanstaande, maar het bedrijf wordt mogelijk ingehaald door een concurrent. AI-reus Anthropic maakt zich klaar voor een beursgang. Volgens de Financial Times heeft het bedrijf een advocatenkantoor in de arm genomen die dat moet regelen. Dat betekent voor aartsrivaal OpenAI hoor je in deze aflevering. We duiken ook op Eutelsat. Dat moest dé Europese concurrent van Starlink worden, het satellietbedrijf van Elon Musk. Beleggers hadden daar dit voorjaar nog het volste vertrouwen in: toen schoot het aandeel liefst 600 procent omhoog. Maar de Japanse investeerder Softbank zegt nu het vertrouwen op: ze verkopen de helft van hun belang. Met hun nog veel meer beleggers, want van die stijging in maart is weinig meer over. Of Eutelsat óóit nog in de buurt komt van Starlink, gaan we bespreken. Vertellen we je ook nog over de spijkerbroekenoorlog die gaande is in de Verenigde Staten. American Eagle, Levi Strauss en GAP halen alles en iedereen uit de kast om klanten te trekken. Spotjes met actrice Sydney Sweeney, zelfs een Levi's-liedje van Beyoncé: bedrijven trekken er miljoenen voor uit. En je hoort waarom de topman van een Nederlands biotechbedrijf een bonus van 205 miljoen euro op zijn bankrekening mag bijschrijven. De op één na grootste beloning voor een bestuurder van een Nederlands bedrijf ooit.See omnystudio.com/listener for privacy information.

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.