Podcasts about Fed

Brentoljan fortsätter att handlas upp efter att attackerna mellan Israel och Iran har eskalerat under helgen.Trots upptrappningen så stiger börserna i Asien och terminerna i USA pekar mot en grön öppning. I Europa ser handelsveckan ut att starta på rött. Senare i veckan får vi räntebesked både från Fed och Riksbanken.

Jun 13, 2025 – Jim Puplava and Bob Coleman unpack the explosive rise of silver, doubling since 2022. Discover what's fueling this surge—futures dynamics, shrinking supply, and a collapsing gold-silver ratio. Coleman reveals why silver could...

June 14, 2025: Discord in Margaritaville, Trade Tensions, and the Dollar DebateWe're back this week with a mix of headlines and hard truths—from estate drama to economic indicators that could shake the markets.We kick things off with a real-world look at just how messy estate planning can get—even when it's done in advance. Jimmy Buffett's widow is suing to remove a co-trustee from the $275 million marital trust, claiming withheld financials and questionable income projections. It's a high-profile reminder of why clear communication and trustee responsibilities matter.Next, we turn to the global stage with U.S. and Chinese negotiators meeting in London and May's CPI report due, markets are bracing for impact. Could tariffs be quietly driving inflation—and how might that shape Fed policy going forward?With excessive tariffs on Chinese goods, we examine how trade policy is affecting Temu and Shein, with stocks slumping and sales dipping. Are consumers pulling back, or are they simply shifting where—and how—they spend?Finally, we separate fact from fear when it comes to recent headlines. Is the U.S. dollar really in decline? What would that mean for multinational earnings, global portfolios, and the proposed BRICS currency?From estate planning to economic strategy, it's a packed episode you won't want to miss.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — June 14, 2025  |  Season 39, Episode 24Timestamps and Chapters5:33: Discord in Margaritaville14:21:Trade Talks, Tariffs and Inflation Data23:55: Discount Dilemma: The End of the Ultra-Cheap Era? 29:57: Fueling Returns: Phoenix Energy's High-Yields 41:37:Dollar in Danger?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

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 in more investments each and everyday which is countering everything the [CB] has done over the many years. The parallel economy is getting stronger and the [CB] has lost the fight. Trump is prepping the new economy and the Federal Reserve will be restructured into the Treasury. The [DS] is panicking, Trump is in process of removing the state funded terrorists around the world. The people of Iran will be free soon. The [DS] is planning a mass riot across the country. They will most likely try to push a [FF] of creating some type of martyr. How do you force antifa, illegals, terrorist the [DS] out of the shadows and into the light? How do you bypass the corrupt judges? The [DS] is desperate and panicking, Trump is using this to trap them.   Economy https://twitter.com/EricLDaugh/status/1933554795765477508 (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"); Restructuring the Federal Reserve into the Department of the Treasury—effectively absorbing its functions under direct executive control—would be a dramatic shift in U.S. monetary policy and governance. While Andrew Jackson dismantled the Second Bank of the United States by withdrawing federal funds and vetoing its recharter, the Federal Reserve is a far more complex and entrenched institution, created by the Federal Reserve Act of 1913 with a perpetual charter.     Potential Steps Trump Could Take   Trump could work with Congressional allies to draft a bill transferring key Fed functions (e.g., monetary policy, bank supervision) to the Treasury. This might involve creating a new Treasury division or empowering the Treasury Secretary to oversee interest rates and money supply. Frame the Narrative: Like Jackson, Trump could rally public support by portraying the Fed as an elitist institution that prioritizes Wall Street over Main Street. He could argue that placing monetary policy under the Treasury ensures democratic accountability. Leverage Political Capital: With Republican control of Congress, Trump could prioritize this agenda, using budget negotiations or debt ceiling talks to pressure lawmakers. However, he'd need to overcome resistance from moderates and filibuster threats in the Senate. Historical Precedent: Before the Fed, the Treasury managed some banking functions (e.g., under the Independent Treasury System post-1836). Trump could cite this as a viable model, though it was abandoned due to inefficiencies. Executive Actions to Increase Treasury Influence:   Trump could nominate a Treasury Secretary and Fed governors who support closer alignment between the two entities. While the Fed chair cannot be fired mid-term without cause, Trump could appoint a like-minded chair when the current term ends (e.g., Jerome Powell's term as chair expires in 2026).  Trump could issue orders directing the Treasury to study or assume certain Fed roles (e.g., payment systems or debt management). While symbolic, such moves could signal intent and pressure Congress. Treasury-Fed Coordination: Trump could push for formal agreements (e.g., a revised Treasury-Fed Accord, like the 1951 agreement) to give the Treasury more say in monetary policy, short of full control.

Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bioptimizers https://Bioptimizers.com/toddEnter promo code TODD to get 10% off your order of MassZymes today.Bizable https://GoBizable.comUntie your business exposure from your personal exposure with BiZABLE.  Schedule your FREE consultation at GoBizAble.com today.  Bonefrog https://BonefrogCoffee.com/toddThe new GOLDEN AGE is here!  Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark Capital Bulwark Capital Management (bulwarkcapitalmgmt.com)Do you know how tariffs can affect your retirement?  Join Zach Abraham's FREE Webinar “Tariff Edition” Thursday May 22 at 3:30 Pacific. Sign up at KnowYourRiskRadio.com today.Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/ToddLISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeThe Fed just purchased $20B in bonds... Let's bring Zach Abraham on the show to discuss what this means for us...Episode Links:Introducing the Perfect Trade.Harvard economics professor reveals the Democrats want the Fed to be absorbed by the Treasury. They want to issue a CBDC and have full control of our money. This is why Elizabeth Warren and her Democrat colleagues deeply oppose crypto.I Told Them Not to Buy the Coin: My Accidental $3.5M Memecoin Launch

Our economists Michael Gapen and Sam Coffin discuss how a drop in immigration is tightening labor markets, and what that means for the U.S. economic outlook and Fed policy. Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Sam Coffin: And I'm Sam Coffin, Senior Economist on our U.S. Economics research team.Michael Gapen: Today we're going to have a discussion about the potential economic consequences of the administration's shift in immigration policies. In particular, we'll focus much of our attention on the influence that immigration reform is having on the U.S. labor market. And what it means for our outlook on Federal Reserve policy.It's Friday, June 13th at 9am in New York.So, Sam, news headlines have been dominated by developments in the President's immigration policies; what is being called by, at least some commentators, as a toughening in his stance.But I'd like to set the stage first with any new information that you think we've received on border encounters and interior removals. The administration has released new data on that recently that covered at least some of the activity earlier this year. What did it tell you? And did it differ markedly from your expectations?Sam Coffin: What we saw at first was border encounters falling sharply to 30,000 a month from 200,000 or 300,000 a month last year. It was perhaps a surprise that they fell that sharply. And on the flip side, interior removals turned out to be much more difficult than the administration had suggested. They'd been targeting maybe 500,000 per year in removals, 1500 a day. And we're hitting a third or a half of that pace.Michael Gapen: So maybe the recent escalation in ICE raids could be in response to this, right? The fact that interior removals have not been as large as some in the administration would desire.Sam Coffin: That's correct. And we think those efforts will continue. The House Budget Reconciliation Bill, for example, has about $155 billion more in the budget for ICE, a large increase over its current budget. This will likely mean greater efforts at interior removals. About half of it goes to stricter border enforcement. The other half goes to new agents and more operations. We'll see what the final bill looks like, but it would be about a five-fold increase in funding.Michael Gapen: Okay. So much fewer encounters, meaning fewer migrants entering the U.S., and stepped-up enforcement on interior removals. So, I guess, shifting gears on the back of that data. Two important visa programs have also been in the news. One is the so-called CHNV Parole Program that's allowed Cubans, Haitians, Nicaraguans, and Venezuelans to enter the U.S. on parole. The Supreme Court recently ruled that the administration could proceed with removing their immigration status.We also have immigrants on TPS, or Temporary Protected Status, which is subject to periodic removal; if the administration determines that the circumstances that warranted their immigration into the U.S. are no longer present. So, these would be immigrants coming to the U.S. in response to war, conflict, environmental disasters, hurricanes, so forth.So, Sam, how do you think about the ramping up of immigration controls in these areas? Is the end of these temporary programs important? How many immigrants are on them? And what would the cancellation of these mean in terms of your outlook for immigration?Sam Coffin: Yeah, for CHNV Paroles, there are about 500,000 people paroled into the U.S. The Supreme Court ruled that the administration can cancel those paroles. We expect now that those 500,000 are probably removed from the country over the next six months or so. And the temporary protected status; similarly, there are about 800,000 people on temporary protected status. About 600,000 of them have their temporary status revoked at this point or at least revoked sometime soon. And it looks like we'll get a couple hundred thousand in deportations out from that program this year and the rest next year.The result is net immigration probably falling to 300,000 people this year. We'd expected about a million, when we came into this year, but the faster pace of deportation takes that down. So, 300,000 this year and 300,000 next year, between the reduction in border encounters and the increase in deportations.Michael Gapen: So that's a big shift from what we thought coming into the year. What does that mean for population growth and growth in the labor force? And how would this compare – just put it in context from where we were coming out of the pandemic when immigration inflows were quite large.Sam Coffin: Yeah. Population growth before the pandemic was running 0.5 to 0.75 percent per year. With the large increase in immigration, it accelerated 1-1.25 percent during the years of the fastest immigration. At this point, it falls by about a point to 0.3-0.4 percent population growth over the next couple of years.Michael Gapen: So almost flat growth in the labor force, right? So, translate that into what economists would call a break-even employment rate. How much employment do you need to push the unemployment rate down or push the unemployment rate up?Sam Coffin: Yeah, so last year – I mean, we have the experience of last year. And last year about 200,000 a month in payroll growth was consistent with a flat unemployment rate. So far this year, that's full on to 160,000-170,000 a month, consistent with a flat unemployment rate. With further reduction in labor force growth, it would probably decline to about 70,000 a month. So much slower payrolls to hold the unemployment rate flat.Michael Gapen: So, as you know, we've taken the view, Sam, that immigration controls and restrictions will mean a few important things for the economy, right? One is fewer consuming households and softening demand, but the foreign-born worker has a much higher participation rate than domestic workers; about 4 to 5 percentage points higher.So, a lot less labor force growth, as you mentioned. How have these developments changed your view on exactly how hard it's going to be to push the unemployment rate higher?Sam Coffin: So, so far this year, payrolls have averaged about 140,000 a month, and the unemployment rate's been going sideways at 4.2 percent. It's been going sideways since – for about nine months now, in fact. We do expect that payroll growth slows over the course of this year, along with the slowing in domestic demand. We have payroll growth falling around 50,000 a month by late in the year; but the unemployment rate going sideways, 4.3 percent this year because of that decline in breakeven payrolls.For next year, we also have weak payroll growth. We also expect weak payroll growth of about 50,000 a month. But the unemployment rate rising somewhat more to 4.8 percent by the end of the year.Michael Gapen: So, immigration controls really mean the unemployment rate will rise, but less than you might expect and later than you might expect, right? So that's I guess what we would classify as the cyclical effect of immigration.But we also think immigration controls and a much slower growth in the labor force means downward pressure on potential. Where are we right now in terms of potential growth and where's that vis-a-vis where we were? And if these immigration controls go into place, where do we think potential growth is going?Sam Coffin: Well, GDP potential is measured as the sum of productivity growth and growth in trend hours worked. The slower immigration means slower labor force growth and less capacity for hours. We estimated potential growth between 2.5 and 3 percent growth in 2022 to 2024. But we have it falling to 2.0 percent presently – or back to where it was before COVID. If we're right on immigration going forward and we see those faster deportations and the continued stoppage at the border, it could mean potential growth of only 1.5 percent next year.Michael Gapen: That's a big change, of course, from where the economy was just, you know, 12 to 18 months ago. And I'd like to circle back to one point that you made in bringing up the recent employment numbers. In the May job report that was released last week, we also saw a decline in labor force participation. It went down two-tenths on the month.Now, on one hand that may have prevented a rise in the unemployment rate. It was 4.2 but could have been maybe 4.5 percent or so – had the participation rate held constant. So maybe the labor market weakened, and we just don't know it yet. But you have an idea that you've put forward in some of our reports that there might be another explanation behind the drop in the participation rate. What is that?Sam Coffin: It could be that the threat of increased deportations has created a chilling effect on the participation rate of undocumented workers.Michael Gapen: So, explain to listeners what we mean by a chilling effect in participation, right? We're not talking about restricting inflows or actual deportations. What are we referring to?Sam Coffin: Perhaps undocumented workers step out of the workforce temporarily to avoid detection, similar to how people stayed out of the workforce during the pandemic because of fear of infection or need to take care of children or parents. If this is the case, some of the foreign-born population may be stepping out of the labor force for a longer period of time.Michael Gapen: Right. Which would mean the unemployment rate at 4.2 percent is real and does not mask weakness in the labor market. So, whether it's less in migration, more interior removals, or a chilling effect on participation, then the labor market still stays tight.Sam Coffin: And this is why we think the Fed moves later but ultimately cuts more. It's a combination of tariffs and immigration.Michael Gapen: That's right. So, our baseline is that tariffs push inflation higher first, and so the Fed sees that. But if we're right on immigration and your forecast is that the unemployment rate finishes the year at 4.3, then the Fed just stays on hold. And it's not until the unemployment rate starts rising in 2026 that the Fed turns to cuts, right. So, we have cuts starting in March of next year. And the Fed cutting all the way down to 250 to 275.Well, I think altogether, Sam, this is what we know now. It's certainly a fluid situation. Headlines are changing rapidly, so our thoughts may evolve over time as the policy backdrop evolves. But Sam, thank you for speaking with me.Sam Coffin: Thank you very much.Michael Gapen: And 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.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Friendly Corn Numbers (USDA)4:12 Crude SURGES6:19 US Dollar is Weak9:25 US Drought / Weather14:46 Biofuel News / RVOs16:49 Export Sales18:40 ICE and Ag

Jun 13, 2025 – Financial Sense Newshour welcomes John Roque of 22V Research and Greg Weldon of the Global Macro Strategy Report for a high-stakes discussion on today's market turning points. Roque shares why silver's next target is $40...

Israel launching what it called pre-emptive air strikes against nuclear and military targets across Iran overnight – and Iran launching a wave of drones in retaliation: Carl Quintanilla, David Faber, and Sara Eisen broke down the latest out of Washington as world leaders respond along with global markets.   To start: Allianz Chief Economic Advisor Mohamed El-Erian with his take on what it means for safe havens like gold… And whether there's pain ahead for the S&P. Plus: energy expert Paul Sankey discussed the impact for crude prices… Before former Trump NSA Advisor H.R. McMaster joined Post 9 with more on what comes next in geopolitics – after saying in January there was a “100%” chance that Israel would target Iran's nuclear infrastructure. Plus: Former Dallas Fed President Richard Fisher ended the hour talking the impact of all these developments on the Fed – as he warns today's Consumer Confidence spike could be a one-off.  .Squawk on the Street Disclaimer

Adam Hamilton, a seasoned expert in gold stocks with over two decades of experience, emphasizes the importance of strategically selecting investments within the gold mining sector. He advocates for focusing on mid-tier miners, which he believes offer superior growth potential compared to major miners. These mid-tier companies, operating at 300,000 to 1,000,000 ounces annually, are more agile and capable of expanding their operations effectively. Hamilton highlights their lower costs and better ability to generate cash flows, making them a more attractive investment option. In contrast, major miners often struggle with high costs and face challenges such as overpaying for mergers and acquisitions (M&A), leading to diluted earnings. Their large market capitalizations make it difficult for them to grow production sustainably, unlike mid-tier miners which can achieve significant growth through new projects. Hamilton also discusses the cyclical nature of exploration spending within the industry. Recent years have seen reduced exploration activity due to unfavorable market conditions, potentially leading to a future supply deficit. He underscores the importance of diversification in investment strategies, advising against overcommitting to any single asset. Instead, he recommends spreading investments across various sectors to mitigate risk. During periods like the summer doldrums, Hamilton suggests that investors use this time for thorough research and homework to identify undervalued opportunities. He encourages a patient approach, noting that buying windows may be brief once favorable conditions arise. Timestamps:00:00:00 - Introduction00:00:52 - Historical Gold Moves00:04:52 - Corrections & Sentiment00:06:46 - Apathy & Historic Sentiment00:12:42 - Gold & Trade War Fears?00:14:43 - Summer Doldrums00:17:42 - Silver Price Levels00:20:37 - Short Squeeze?00:21:45 - Fed, Gold, and Data00:25:26 - News & Your Attention00:28:00 - Miners & Leverage00:30:36 - Momentum in Metals00:32:32 - Crypto Market Impacts00:37:26 - Majors & Mid-Tiers00:41:32 - Majors & Exploration00:43:20 - Conclusion & Wrap Up Guest Links:Website: https://zealllc.com/Articles: https://zealllc.com/essays.htm Adam Hamilton founded Zeal LLC in early 2000. He started investing in stocks when he was 12 years old, using money from summer jobs. He grew up fascinated by stock markets, dreaming of making a living in this unique realm where compensation is not limited by time on task like most other professions. After growing up in a small-town banking family in rural North Dakota, Adam left for school at the University of Colorado at Boulder. While watching the markets and trading, he studied finance, accounting, and entrepreneurship. Adam went on to be a Big Six CPA and consultant after graduation, never stopping learning. By early 2000, Adam finally had enough experience and capital to found Zeal at 25 years old. Rather than hide his research and trading work in a hedge fund, Adam wanted to help others thrive in the markets. So he started sharing his now-world-famous market research work through very-affordable newsletters. Customers raved, and many millions of dollars of newsletter sales later Adam was blessed to become a self-made millionaire. He is very thankful to be living his dream, and plans to research, trade, and share wisdom through newsletters for the rest of his life. Adam is a Christian saved by Jesus Christ. He and his wife are greatly blessed with 2 children, and they live in Colorado.

Major indexes approach the weekend with light gains despite disappointment over tariff outcomes. Consumer sentiment is due after the open. Next week brings Fed and BOJ meetings.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0130-0625)

Premier Netanyahu van Israël had het kennelijk nog niet druk genoeg met oorlog voeren. Hij kiest onverwachts nu ook voor een grote aanval op Iran. Doelwitten: nucleaire installaties, maar ook de legertop van het land is getroffen. Volgens het land om te voorkomen dat Iran een kernmacht wordt.Volgens Rob de Wijk is dit 'dag één van de oorlog tussen Israël en Iran'. Een escalatie in het Midden-Oosten, waar president Trump zich nu óók in mengt. Volgens hem moet Iran snel een deal maken, voor er 'niks meer over is' van het land. Het zorgde voor paniekerige reacties. Niet alleen op de beurs, maar ook bij de olieprijs. Die ging tot wel 13 procent omhoog. Deze aflevering brengen we de risico's in kaart. Wordt dit een Derde Wereldoorlog, waar sommige voor vrezen? En welke aandelen kan je nu beter even links laten liggen?Apple was de afgelopen weken de loser onder de Magnificent Seven. Er ging veel fout en het bedrijf kreeg ook veel kritiek van Trump zelf. Maar nu maakt Apple ineens zijn comeback! Er is niet 1, niet 2, maar 3 keer goed nieuws te melden! Nieuws dat je deze aflevering hoort.Dan hebben we het ook over de aanval op Jerome Powell. Die een idioot wordt genoemd. Je raadt vast wel door wie, maar misschien niet wat het plan achter die aanval is.Ook bespreken we de sollicitatiegesprekken die Mark Zuckerberg van Meta voert. Hij heeft 14 miljard dollar uitgetrokken om zijn gedroomde kandidaat binnenboord te halen!See omnystudio.com/listener for privacy information.

Nossos sócios Luiz Eduardo Portella, Tomás Goulart, Sarah Campos e Victor Ary debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo.⁠ ⁠ No cenário internacional, foram divulgados números de inflação nos EUA, abaixo da expectativa, tanto para bens, quanto para serviços; e de emprego - os pedidos de auxílio-desemprego novamente vieram acima do esperado. No contexto geopolítico, Israel realizou o que chamou de ataque preventivo a instalações nucleares e militares no Irã, que já respondeu ao ataque e ameaça retaliação adicional. ⁠ No Brasil, o Galípolo reforçou que a mensagem principal do Copom está contida na ata. Em termos de dados econômicos, o IPCA de maio veio melhor que o esperado, inclusive nos núcleos; a PMC um pouco mais fraca, e a PMS em linha com a expectativa. O cenário político também esteve conturbado ao longo da semana: após publicação de MP pelo governo, propondo medidas compensatórias diferentes das anunciadas anteriormente, o presidente da Câmara pautou urgência para derrubada do decreto do IOF; e o STF pediu explicações sobre a existência de “emendas paralelas”, gerando atrito na relação com o Congresso. ⁠ No mercado de crédito, a semana também foi marcada por maior demanda nos mercados primário e secundário, com volume de negociação elevado, e R$16 bi de emissões primárias – além de um pipeline robusto para a próxima semana, que também tende a ser influenciado, nas próximas semanas, por uma antecipação do mercado à possível aprovação da MP 1.303/2025 e taxação de diversos instrumentos hoje isentos. ⁠ Nos EUA, os juros fecharam (vértice de 5 anos -12 bps), o dólar (DXY) enfraqueceu 1,06% e as bolsas tiveram desempenho negativo – S&P500 -0,39%, Nasdaq -0,60% e Russell 2000 -1,49%. No Brasil, os juros também fecharam (jan/29 -20 bps), o Ibovespa subiu 0,82% e o real +0,30%. O petróleo subiu 13%. ⁠ Na próxima, será importante acompanhar os dados de varejo nos EUA, além das decisões do Fed e do Copom. ⁠ Não deixe de conferir!⁠

You might've missed it amid all the Congressional budget hoopla, but Senator Ted Cruz recently floated ending Federal Reserve interest payments, claiming it would save a trillion dollars over ten years. The problem? Not only would that plan save zero taxpayer dollars, it also goes against the Fed's mandate to keep prices stable. Also in this episode: Amazon announces AI -generated video ads, Save the Children U.S. shifts gears amid USAID cuts, and FEMA puts pressure on local relief organizations.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Today's Headlines: Nationwide protests against ICE raids are ramping up ahead of “No Kings Day,” a weekend of counter-programming to Trump's birthday military parade. Trump declared he “liberated” LA in a speech to troops, while California Gov. Gavin Newsom criticized the military deployment. Texas Gov. Greg Abbott followed by mobilizing the state's National Guard. Trump also announced a pending U.S.-China trade deal that would ease rare earth exports and partially lift U.S. export restrictions, though tariffs on Chinese imports will remain steep. Meanwhile, the U.S. is extending its tariff pause for other countries—contradicting earlier White House statements. Inflation rose just 0.1% in May, bringing the annual rate to 2.4%. Elon Musk publicly apologized to Trump after a reported intervention by GOP allies, seemingly ending their brief online feud. The U.S. is evacuating staff from parts of the Middle East as tensions with Iran escalate. Trump also urged Israel to halt its Gaza offensive and threats toward Iran. Domestically, the EPA is moving to repeal major pollution regulations on coal and gas plants, including mercury emissions. And in New York, Harvey Weinstein was found guilty on one charge of sexual assault, with the jury still deliberating on a third. Resources/Articles mentioned in this episode: PBS: WATCH: Trump speaks at Fort Bragg while facing criticism for deploying military at Los Angeles protests Axios: No Kings Day: Gov. Abbott deploys National Guard  NYT: Trump Hails Progress With China, but Details Are Sketchy Yahoo Finance: Bessent, asked about Fed chair job, says 'I would like to stay' Treasury secretary until 2029 BBC: Trump's tariffs 'not going away', top adviser says  Axios: Inflation slowed in May despite tariffs, Consumer Price Index shows CNN: Musk called Trump Monday night before expressing regret for harshest criticism of the president Axios: U.S. evacuating personnel from Middle East amid growing tensions with Iran CNN: Trump tells Netanyahu to end Gaza war and stop Iran threats, source says, as US ramps up pressure on Israel CNN: Trump EPA proposes repealing major air pollution and emissions limits for power plants The Guardian: Harvey Weinstein found guilty on one charge in New York sex crimes retrial Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

You might've missed it amid all the Congressional budget hoopla, but Senator Ted Cruz recently floated ending Federal Reserve interest payments, claiming it would save a trillion dollars over ten years. The problem? Not only would that plan save zero taxpayer dollars, it also goes against the Fed's mandate to keep prices stable. Also in this episode: Amazon announces AI -generated video ads, Save the Children U.S. shifts gears amid USAID cuts, and FEMA puts pressure on local relief organizations.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 ADM Rug Pull3:17 Kim Reynolds and Eminent Domain4:39 US Weather5:53 USDA Preview8:46 Record Ethanol Production10:00 Weaker Dollar?11:30 US/China

Gary Cohn worked in the first Trump administration as the National Economic Council Director. Today, as IBM Vice Chair, Cohn discusses the state of the economy, the U.S. dollar, inflation, and the Fed's next move. In India, a Boeing plane crashed, and RFK Jr. tapped eight new members of the CDC's vaccine advisory panel. Plus, CNBC is out with the 13th annual Disruptor 50 list. 2025's number 30 on the list is Gecko Robotics; Julia Boorstin and Gecko CEO Jake Loosararian discuss the intersection of AI, robotics, defense, and infrastructure, as well as the company's latest news: a new funding round. Gary Cohn  17:17Julia Boorstin & Jake Loosararian 35:16

Jun 11, 2025 – What if the very structure of modern investing—passively funneling trillions into markets—is silently engineering a financial crisis worse than the 2000 tech bubble? In this compelling interview, Michael Green, Chief Strategist...

Today, can't help but turn more bearish on equities as the US trade policy issue finally adds some more bite and as the broader concern on the trajectory of the US economy may be picking up here. The US dollar is certainly headed south versus the euro again, and USDJPY is making a show of selling off - can the move stick this time? Thoughts on the Fed possibly cutting earlier than expected, Oracle blowout earnings and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

What did you think about this episode? Trump wants a massive rate cut, but will the Fed actually do it? In this episode, I break down the 2025 interest rate debate, why Trump is pressing Powell, and what it all means for your money. Chapters00:00 The Fed's Dilemma: Interest Rates and Economic Growth02:57 Trump vs. Powell: The Political Pressure on the Fed05:53 The Impact of Rate Cuts on the Economy08:58 Navigating Financial Decisions in Uncertain Times--------------------------------

On this week's episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum from here. We also cover why European markets may not have an “unfair advantage” when it comes a lower rate environment, when compared to the Fed holding steady for now. Plus, thoughts on the recent performance of South Korea's KOSPI-Index.

May CPI surprised with a "cooler" print on inflation, begging the question of what the Fed will do next. Lance Roberts & Michael Lebowitz break down the CPI report, reveal what's driving the slowdown in some consumer prices, and explore what it means for interest rates, your portfolio, and the broader economy. Who's going to end up "eating" the tariff-related increases? A clue may appear in the PPI reading. April saw a massiv surge in stock buy backs; that window will soon close. Lance and MIchael discuss the initial effects of tariffs on the economy; consumer choice is a factor that should not be ignored. For investors, the key is focusing on what really matters (earnings) vs the popular narratives de jour. Markets have all the information, but investors sometimes allow sentiment to take control. SEG-1: CPI & PPI - Who's Eating the Tariffs? SEG-2: Parsing CPI: What Did Tariffs Really Affect? SEG-3: Why All That Matters is Earnings SEG-4: How to Manage Risk Best RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=3F4zKT325bo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "No Love for Puts," is here: https://www.youtube.com/watch?v=imI9OvQa8ac&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI Day - Will Inflation Hold Steady?" https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InflationCools #InflationUpdate #ConsumerPriceIndex #MarketPullback #StockBuyBacks #Puts #TakeProfits #ReduceRisk #SlowingEconomy #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, their discussion focuses on takeaways from recent data, evidence that the neutral fed funds rate is higher, and issues related to Jay Powell's successor as Fed chair. (Note: This podcast was recorded on June 11th after the release of the May CPI report.)

P.M. Edition for June 11. China's lock over rare-earth magnet exports helped bring the U.S. back to the bargaining table over trade. WSJ economic policy reporter Gavin Bade discusses how China gave the U.S. some access in the tentative deal, but kept some control, which gives it leverage in future trade negotiations. Plus, arrests grow as more cities plan demonstrations after the unrest in Los Angeles. Journal reporter Sara Nassauer explains how Home Depot became Ground Zero in President Trump's deportation push. And U.S. consumer prices rose slightly in May, defying fears that tariffs would have driven up prices. WSJ investing columnist Spencer Jakab talks about what that means for the Fed's meeting next week. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 416 of Animal Spirits, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss the stock market bet of the century, the most interesting market environment ever, positive trends in retirement saving, Europe is outperforming, downturns might be different now, the Fed should cut rates, how to invest in AI, crypto is Tradfi now, private market scrutiny, the most 1990s movie ever and much more! This episode is sponsored by T. Rowe Price. Learn more at: ⁠https://www.troweprice.com/exploreetfs⁠ Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, their applications, and the associated risks. We also discuss the surprising political pushback against central bank digital currencies.Episode SponsorsDelete Me – Use code David20 to get 20% offNetSuite Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesTop Stablecoin Tokens by Market Capitalization—CoinMarketCapRuns and Flights to Safety: Are Stablecoins the New Money Market Funds? by Kenechukwu Anadu et al—New York FedAmendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933—SECWhy Crypto Stablecoins Still Worry the Fed by Olga Kharif and Yueqi Yang—BloombergCentral Bank Digital Currency Tracker—Atlantic CouncilSTRENGTHENING AMERICAN LEADERSHIP IN DIGITAL FINANCIAL TECHNOLOGY—The White HouseStablecoins and monetary sovereignty: the ball is in Europe's court by Ignazio Angeloni—The Financial TimesRelated Episodes488: Should You Invest in an Ethereum ETF?424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank387: Why Most Money Fails373: Are Stablecoins Safe? Should You Own Them?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock. In this episode: What the CPI's cold reading means for the Fed [3:59] Several catalysts are poised to power the markets higher [10:31]  A lesson from Circle's rise: Ignore valuation—focus on this [16:34] Disney's flawed growth strategy—and stocks to own instead [23:18] The hands-down best way to play the AI growth trend [35:30] Follow Peter Lynch into this stock [55:22] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode, Scott Becker shares six top stories including market trends nearing all-time highs, the reopening of the IPO market, misconceptions about Fed rate control, and more.

Back on the Cboe floor, Cem Karsan sits down with Benn Eifert to trace the fault lines shaping today's volatility regime. They dig into why market structure, not just macro, is driving outcomes... from the reflexive cycles of implied vol to the growing influence of structured product flows and zero-day options. With correlations breaking down and dispersion rising, Benn makes the case that path matters more than magnitude. It's a conversation about what happens when liquidity fragments, when the Fed can't step in, and when legacy playbooks stop working. Quietly technical, deeply contextual, this one rewards a careful listen.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:11 - Introduction... setting the stage03:01 - Understanding Options and Market Dynamics09:47 - Market Dynamics and the Role of Administration11:41 - Market Volatility and Structural Changes in Trading19:00 - The Impact of Structural Changes on Market Volume26:13 - Understanding Market Dynamics and Asset Allocation30:23 - The Impact of Interest Rates on Investment Strategies34:21 - Understanding Zero DTE Options and Their Market Impact39:50 - Economic Outlook: Tariffs and Interest RatesCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I...

In today's episode, we unpack the latest Consumer Price Index report showing underlying U.S. inflation rose just 0.1% in May, extending a four-month streak of soft data. We explore what's driving the slowdown, how tariffs are (and aren't) hitting consumers, and why economists are watching core goods and wage growth closely as the Fed eyes a potential rate cut. Then we turn to New York City, where a sweeping new law just eliminated upfront broker fees for many renters. That could mean thousands of dollars in savings—but landlords are already planning workarounds, including rent hikes. We'll break down what this means for tenant mobility, apartment affordability, and the ongoing power struggle between landlords and lawmakers. Subscribe to the BiggerPockets Channel for the best real estate investing education online! Become a member of the BiggerPockets community of real estate investors - https://www.biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

War Room News From Trump's Desk: Trade Deal With China Almost Complete, Consumer Price Index Decreases & Trump Requests Fed Lower Interest Rates For American Economy To Boom

Jun 10, 2025 – Gold has been on a strong run in recent years, but could it head much higher from here? Cam Hui, a cross-asset strategist and quantitative analyst, discusses his technical work which forecasts a $7,000 target for the price of gold...

A big morning for trade as Treasury Secretary Bessent testifies on Capitol Hill following U.S.-China trade talks in London: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning's better-than-expected consumer inflation print. Goldman Sachs' Chief U.S. Economist joined the team with his take on the Fed's next steps here – as rate cut odds rise, and yields fall… Plus: an AI boom or bust? A quick check on the AI trade, and who's winning the growing arms race – with Meta's new $14B stake in Scale AI a key focus (along with a new lawsuit out of Disney and NBCUniversal accusing AI image generator ‘Midjourney' of copyright infringement).  Other top stories: Voyager Technologies going public at the New York Stock Exchange – hear from the CEO of what some are calling “the Berkshire Hathaway of Space” ahead of the first trade; Elon Musk walking back his feud with President Trump – what it means for shares; and a first look at CNBC's 2025 Top States For Business. Squawk on the Street Disclaimer

On this week's episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum from here. We also cover why European markets may not have an “unfair advantage” when it comes a lower rate environment, when compared to the Fed holding steady for now. Plus, thoughts on the recent performance of South Korea's KOSPI-Index.

With the Fed decision just days away, Liz Ann Sonders of Schwab sets the stage for markets. Our Megan Cassella tracks progress in China trade talks, and Pippa Stevens asks: are minerals the new geopolitical currency? Francisco Blanch of Bank of America joins to break down the big moves in metals and oil. Later, former Kansas City Fed President Esther George previews what's next from the Fed. Plus: Sam Korus of ARK weighs in on SpaceX's soaring valuation—and we've got Oracle earnings after the bell.

After a ripping rebound rally based on a resilient economy and trade war de-escalation, how does the risk-reward setup for stocks look from here? And what will drive the next notable move? We discuss with Solus' Dan Greenhaus, Hightower's Stephanie Link and JP Morgan Asset Management's Stephanie Aliaga. Plus, former Fed governor Mishkin tells us what today's CPI number might mean for the Fed's next move. And, BTIG's Jonathan Krinsky breaks down the charts and tells us where he sees the energy sector headed from here. 

Today we had the pleasure of hosting our good friend Dr. Ken Medlock, Fellow in Energy and Resource Economics and Senior Director of the Center for Energy Studies at Rice University's Baker Institute. Ken joined the Rice University faculty in 2004 and holds adjunct professor appointments in the Department of Economics and the Department of Civil and Environmental Engineering, in addition to serving as director of the Master of Energy Economics program. He is also a Distinguished Fellow at the Institute of Energy Economics, Japan, and a sought-after voice on Capitol Hill, at OPEC, and in the media. The Baker Institute plays a key role in shaping energy policy debates in both the U.S. and globally and we were thrilled to welcome Ken to hear his latest insights on today's evolving energy landscape. In our discussion, we explore oil market dynamics and pricing, Middle East geopolitical complexity, Kuwait's production expansion plans, U.S. policy, including how recent grant eliminations impact the economics of carbon capture projects, as well as the importance of distinguishing short-term volatility from long-term energy strategy. We review the current state of carbon capture technology, with high costs remaining a significant barrier, the potential long-term opportunity to convert captured CO2 into valuable products, the potential impact of rolling back EPA emission rules on future generation mix, and how strong electricity demand growth will require all types of generation to meet future needs. Ken shares his perspective on the importance and challenges of coordination across U.S. energy agencies, the critical importance of supply chain resilience, how geopolitical risk premiums shape oil markets, and potential market impact if Iran advances its nuclear capabilities. We cover potential disruptions to energy flow through the Strait of Hormuz, the roles of the U.S. and Israel in Middle East tensions, OPEC+'s decision to accelerate production, low global inventories, and the Baker Institute's growth and expansion across ten programs. We also touch on the interconnectedness of energy and other sectors, the need to re-educate on supply chain dynamics, the intersection of energy infrastructure and disaster preparedness, evolving student interest in energy at Rice, and much more. It was a fantastic and wide-ranging conversation spanning many critical aspects of energy today. Mike Bradley kicked off the show by noting that the S&P 500 has rallied back to within 2% of its all-time high, while the S&P 500 Volatility (VIX) is hovering near YTD lows, which is a dangerous combination. U.S. equity markets appear to be largely driven by the ups/downs of Trump's “Big Beautiful Budget Bill” and tariff negotiations. On the bond side, the U.S. 10-year bond yield (4.45%) has traded sideways so far this week, but that could shift quickly given that several key economic reports are on deck this week, which also could go a long way in determining what the FED does at their June 18th FOMC Rate Decision Meeting. From a crude oil market standpoint, WTI price has recently surged to ~$65/bbl which has caught oil traders by surprise. The front-end of the WTI curve is trading in backwardation, while the back end of the curve is in contango, mostly due to a substantial global S/D surplus that's expected beginning in Q4'25. Last week, OPEC+ agreed to raise July production by ~0.4mmbpd (total 3mo production increase of ~1.2mmbpd), but these “stated” production increases are much higher than “actual” barrels that have entered the market, which is beginning to raise questions around OPEC's “real” spare production capacity. He further noted that Canadian wildfires, Iran nuclear deal delays, and the plunge in U.S. oil rig count (~40 rigs) over the last two months have all combined to move WTI price higher. He ended by highlighting that the EIA released its Short-Term Energy Outlook report this week, which forecasted that U.S. cru

In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, unpack the political feud between Donald Trump and Elon Musk — and what it signals for markets, sentiment, and investor behavior.But this episode covers more than just political drama: Ryan and Sonu break down what recent data says about inflation, the labor market, and Federal Reserve policy, while stressing the importance of not overreacting to headlines.Key TakeawaysTheater Meets Market Implications The Trump-Musk spat included insults, accusations, and the threat of government contract cancellations. Ryan and Sonu dig into how this narrative dominated headlines and its potential impact on investor sentiment.Markets Rally Despite the Drama Despite political noise, equity markets have remained resilient. The S&P 500 has posted strong returns since April lows, reflecting underlying market strength.Economic Data Is Mixed, Not Recessionary While headlines emphasize slowing job growth and sticky inflation, Ryan and Sonu stress that the broader picture doesn't scream recession. Job openings remain high, unemployment is low, and wages continue to rise.Fed Remains Cautious While job growth is slowing and inflation still sticky, the Fed is likely to keep interest rates paused for the foreseeable future—though a drop in inflation could trigger a reexamination.Watch Market Breadth and Participation Rather than obsess over megacap tech stocks, the hosts urge listeners to track participation across sectors and in global markets. Broader market strength is a bullish sign that shouldn't be ignored. Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com #FactsVsFeelings #LaborMarket #JobsReport #FederalReserve #InterestRates #EconomicUpdate #FinancialPlanning #WageGrowth #RyanDetrick #SonuVarghese #StockMarket #MacroTrends 

In this episode, Robert Bench – former Fed official, USDC co-creator, and now founder of Radius – joins to unpack the real story behind Project Hamilton and the Fed's digital dollar pivot. He explains why CBDCs became politically radioactive, how stablecoins are replacing the card networks, and why America must act fast or lose the future of money to China. Plus: how Radius plans to disrupt AdWords with scalable payments infrastructure—and more. Enjoy! __ Follow Robert: https://x.com/RkBench Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com. Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Introduction (01:59) Circle & Stablecoin Innovations (08:42) Ads (Ledger, Arkham) (10:00) Building CBDCs (20:47) Unpacking the CBDC Pushback (25:36) Where Stablecoins Stand Today (32:05) MMFs & Stablecoin Yields (32:59) Ads (Ledger, Arkham) (34:36) MMFs & Stablecoin Yields (38:33) Innovating Payments & Attention Economy (52:10) Stablecoin Endgame (58:28) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Interview recorded - 5th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about Danielle's thoughts on the economy, the FED stalling elections, the bond market, BOJ increasing global yields, recession comparison and more. I hope you enjoy!0:00 - Introduction2:07 - Danielle's economic outlook3:22- FED stalling6:37 - Worried about Covid repeat?7:50 - Cut before election?10:07 - End of Powell?12:13 - Bond market?13:41 - BOJ increases impacting global yields14:27 - Dollar depreciation16:02- US in a recession?19:16 - Global economy20:18 - Recession comparison21:31 - Risk-off?22:46 - Retirees selling?24:05 - One message to takeaway?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth's The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube - @DanielleDiMartinoBoothQI WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Today's CPI print showed a lower-than-expected headline number. Brian Jacobsen points out that it inches inflation toward the Fed's goal, adding that it increases the likelihood for an interest rate cut in July. David Doyle urges caution for investors when turning to the outlook, arguing that heavier inflation will pick up in the back half of 2025.======== 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

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 now creating jobs in the private sector and reducing the jobs in government. The [CB] did the opposite. Right on schedule the Fed is keep the rates steady until Sep, are the expecting and event in Aug? Bitcoin and Gold are being accepted as currency across the world, bye bye fiat. The [DS] was brought down this path. Trump might have pushed the [DS] into moving up their timeline in regards of the riots. The [DS] saw the fight between Elon and himself as the perfect opportunity because they thought Trump's admin was in disarray. Trump is pushing the [DS] to spread their riots across the country. Other groups like terrorist are now entering the picture. Trump will wait for the right moment to call the ball.   Economy Trump Job Growth Is 99.8% Private Sector — Quarter of Biden Jobs Were in Government.   Economic and employment data show 99.8 percent of the job growth since President Donald J. Trump's inauguration in January has come in the private sector, compared to just 75 percent under the final two years of the former Biden government.   The Biden government used high levels of new government employment to give the impression that the U.S. economy and labor market were stronger than expected. However, the high federal government spending required to expand public sector employment likely exacerbated inflation, which has now almost entirely subsided under President Trump. Source: thenationalpulse.com Poll: Fed to Keep Rates on Hold at Least Until September The U.S. Federal Reserve will keep interest rates on hold for at least another couple of months, according to most economists polled by Reuters, as risks linger that inflation may resurge due to President Donald Trump's tariff policies. With most trade negotiations incomplete as the July 9 deadline for a 90-day pause on tariffs announced in April approaches, forecasters have been reluctant to change their already fragile economic outlook. Source: newsmax.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/RepThomasMassie/status/1932439591765627306 The tax cuts on tips, overtime, and seniors in the "One Big, Beautiful Bill" (H.R. 1) are set to expire after 2028—roughly three years from now—due to a combination of legislative strategy and budget constraints. Here's why:  The bill was passed using the budget reconciliation process, which allows Republicans to bypass a Senate filibuster with a simple majority. However, reconciliation rules, under the Byrd Rule, require that provisions not increase the federal deficit beyond a 10-year budget window unless offset by revenue increases or spending cuts. To comply, many new tax cuts, like those for tips, overtime, and seniors, were made temporary, expiring in 2028, to limit their long-term fiscal impact.  Temporary tax cuts are a common Republican tactic to make policies appear more affordable upfront while betting on future political pressure to extend them. By setting the expiration in 2028, just before the end of a potential second Trump term, lawmakers hope the cuts' popularity will force Congress to renew them, as seen with past temporary tax provisions. Democrats have criticized this,

Dan Nathan and Danny Moses discuss current market trends and insights on the Risk Reversal Podcast. They touch on the forthcoming Fed meeting, including predictions about interest rates and economic projections. They also explore the impact of AI, regional banks' underperformance, and consumer credit. Additionally, they examine the state of the energy sector and the potential for oil price movements. After the break, Gene Munster of Deepwater Asset Management joins to discuss the recent Apple WWDC event, focusing on its less impressive hardware announcements and the introduction of new operating system features. They explore Apple's strategic moves related to AI, including the Foundation Model framework aimed at enhancing AI capabilities for developers. The conversation also highlights Apple's efforts to align its devices more closely while addressing the challenges its facing due to competition from OpenAI and regulatory hurdles. Additionally, they touch on Tesla's RoboTaxi initiative and its potential impact on the company's brand and market performance. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Jerome met Trump, Trump yelled "Cut Rates," and Powell clutched his “Data Dependent” sign like a life raft. In this episode, Chris, Saied and Rajeil dissect the political theater behind a rare Oval Office showdown between the Fed Chair and the former President. Spoiler: Jamie Dimon's lurking in the background muttering “I told you so,” and Uncle Elon's possibly staging a PR divorce from Trump just to win back California Tesla buyers. The guys break it all down — from media optics to real economic implications — with sarcasm, stats, and side-eyes.➡️ Plus, the housing market's got more cracks than your uncle's drywall job. A record-breaking gap between sellers and buyers has the guys asking if affordability is even real anymore, or just something we say to feel better. Sprinkle in some hard truths about wage stagnation, a cameo from Saied's son Adam (who steals the show), and a breakdown of why “the American dream” now requires a $300K salary and a therapist. This one hits hard — and hits funny.

Consumer credit rose $17.9 billion in April — $6 billion more than projected, the Fed says. Americans may be anxious about tariffs, but low unemployment means a lot of us still have the cash to pay a credit card bill or car payment at the end of the month. But a few debt warning signs are flaring. Also in this episode: Warner Bros. announces a corporate split, the cycling industry shifts gears and we visit a town where the majority of businesses are inside homes.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Tom Bilyeu takes listeners to the heart of one of the most controversial stories in modern finance: the secretive birth of the Federal Reserve on Jekyll Island. Drawing from G. Edward Griffin's infamous and fiercely debated book "The Creature from Jekyll Island," Tom unpacks the shrouded origins of America's central banking system and lays out a case for how it was designed—in secrecy—to benefit a powerful elite at the expense of the masses. Tom vividly narrates the covert meeting that would change the course of economic history, the transformation of money from gold-backed to fiat, and breaks down complex banking concepts such as fractional reserve banking and the “Mandrake Mechanism.” With his signature clarity and urgency, Tom reveals how the system was crafted to siphon wealth through engineered inflation and debt. If you've ever wondered how the rich keep getting richer, and why the stability you're promised always seems just out of reach, this is the episode you cannot miss. SHOWNOTES 00:00 "Griffin's Economic Conspiracy Thesis" 07:24 "The Illusion of Free Money" 15:57 "Bailouts and Economic Manipulation" 26:24 Fed's Role in War Financing 42:24 Rothschild Market Panic Myth Debunked CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out ButcherBox: New users that sign up for ButcherBox will receive their choice between steak tips, salmon, or chicken breast in every box for a year + $20 off their first box at https://butcherbox.com/impact Monarch Money: Use code THEORY at https://monarchmoney.com for 50% off your first year! Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at https://www.itrustcapital.com/tombilyeu  Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to https://jerry.ai/impact Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's blockchain and crypto news Ethereum products continue to lead, but global crypto fund inflows decelerate amid Fed policy uncertainty OpenSea hits highest monthly users since 2023 as OS2 exits beta; trading volume remains well below previous highsS trategy buys extra 1,045 bitcoin for $110.2 million as total holdings reach 582,000 BTC The Blockchain Group unveils $342 million share issuance plan to acquire more bitcoin Learn more about your ad choices. Visit megaphone.fm/adchoices

Consumer credit rose $17.9 billion in April — $6 billion more than projected, the Fed says. Americans may be anxious about tariffs, but low unemployment means a lot of us still have the cash to pay a credit card bill or car payment at the end of the month. But a few debt warning signs are flaring. Also in this episode: Warner Bros. announces a corporate split, the cycling industry shifts gears and we visit a town where the majority of businesses are inside homes.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.