Podcasts about Fed

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 PictureAll [CB] are now dropping rates because the US is dropping rates, we saw this during Trump first term. Initial jobless claims show the labor market is not weakening. Trump gives a speech on the state of the economy and the next inflation is almost inline with what the Fed wants. Trump has destroyed the Fed narrative, next phase coming. Trump is now in the process of setting everything up preparing for the midterms and stopping the [DS] form doing us harm. The seditious 6 sent the message, Trump just countered it with a 1776 bonus to the military. The patriots are in the process of bringing down the entire corrupt system. It’s being exposed and dismantled. Panic in DC. Economy https://twitter.com/disclosetv/status/2001625195526971703?s=20 (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/profstonge/status/2001646305320546453?s=20 Initial Jobless Claims Show No Signs Of Labor Market Distress  After the Thanksgiving Week debacle, the number of Americans filing for jobless benefits for the first time remains back in the same – very low – range it has been in for the last four years at 224k…  So despite the uptick in the BLS-derived unemployment rate, jobless claims data show no signs of acute distress anywhere. Source: zerohedge.com https://twitter.com/RealEJAntoni/status/2001662433983696966?s=20 https://twitter.com/Geiger_Capital/status/2001647313157263628?s=20 https://twitter.com/RealEJAntoni/status/2001656024097272170?s=20 No, Inflation Did Not “Cool Unexpectedly”, It Slowed Because Trump Policies are Working    While the media proclaim, “inflation cooled unexpectedly,” the reality is that it's not unexpected.  The results of a slowing of price increase are not accidental; they are the result of Trump's domestic economic policies working. [Non-Paywall Source and Media Spin] President Trump has been cutting waste, fraud and abuse in runaway government spending; slashing costly regulations across all sectors of the economy and ending Green New Scam energy policy in favor of drill, baby, drill.  As noted by NEC Chairman Kevin Hasset, Trump has reduced deficit spending overall. There's still a long way to go, but significant MAGAnomic progress is being made.  Oh, and that skyrocketing “tariff inflation” the same shocked pundits proclaimed was sure to happen this time, well, that has not surfaced either.  Just like it didn't surface in 2018 or 2019 when the tariffs were applied the first time. NEW YORK –  Source: theconservativetreehouse.com Trump is winning against the CB system. https://twitter.com/EricLDaugh/status/2001649080762872069?s=20 https://twitter.com/CynicalPublius/status/2001477403961626755?s=20  he took office–tariffs to create fair trade, reduced income tax, gutting the Green Energy Scam, promoting investment in American manufacturing, reducing the federal bureaucracy and eliminating crippling regulations, deporting illegal aliens and eliminating the “free stuff” we taxpayers give them, getting the Fed onboard, etc. But that plan needed time. Time enough to make the economy shine come the mid-terms. Now we will start to see the fruits of that plan, and Trump’s speech tonight is to announce that. Is he right? One thing I’ve learned is to never bet against Trump. Maybe he is wrong. Maybe I’m wrong. But I still have trust. Political/Rights Nolte: Failing Oscars Demoted to YouTube Starting in 2029, the irrelevant Oscars will have its annual irrelevant Academy Awards show broadcast on — lol — YouTube. To dwindling ratings and cultural relevance, the Oscars have been broadcast on ABC since 1976. The final broadcast will occur in 2028, which also happens to be the 100th anniversary of the award ceremony. So now the Oscars will stream on YouTube, where anyone who wants to can watch them for free online, at least through the end of the deal in 2033. Source: breitbart.com https://twitter.com/MarioNawfal/status/2001675341828342074?s=20  Another didn't even know what building they were at. Meanwhile, no one had info on the shooter, and no one was rushing in. The suspect eventually slipped away. 10 were shot. 2 died. Brown University and the police failed, and now families are furious. And rightfully so! It wasn't just chaos. It was incompetence with a badge, and the price was paid in blood. Source: @Rightanglenews https://twitter.com/C_3C_3/status/2001369540119392433?s=20 https://twitter.com/DataRepublican/status/2001714347605922149?s=20  student. Chatman resigned from Utah after attempting to reform the university's police department and later took his position at Brown. His efforts coincided with student-led campaigns, including those supported by Fanaeian, to reduce campus policing in the wake of Lauren McCluskey's murder. At Brown University, Chatman recently faced an unanimous vote of no confidence back in October for the charge of having “directly contributed to an all-time low in morale and has strained the department's ability to effectively serve the Brown University community.” At the University of Utah, the student campaign to scale back policing was led by Emirya Fanaeian, the same leader of SLC Armed Queers. Fanaeian deleted the group’s social media in the wake of Charlie Kirk’s assassination. She led a student research effort into campus policing while Chatman was employed there. Credit: @SKDoubleDub33 + @iamlisalogan … Developing. https://twitter.com/DataRepublican/status/2001340901537517902?s=20  appeared to contradict what was visible in the videos. We learned witnesses had actively coordinated to prevent one of their own from being charged. This is the same group that deleted its social media posts on the day of Charlie Kirk's assassination and is alleged to have had advance knowledge along with multiple trans groups. Then the police officer yesterday refused to comment on what the shooter shouted although multiple media reports had already said it wash “Allah Akbar.” Between that plus the mainstream celebrations of Kirk’s death and Jay Jones’s election, we cannot just yet write off the possibility that this country has fallen so far off the end that students and professors automatically are covering for the shooter even though they saw someone get shot point blank in the face. https://twitter.com/CollinRugg/status/2001748138324038022?s=20  home is about 50 miles from Providence, Rhode Island, where the Brown shooting took place. “Senior law enforcement officials tell Target 12 that federal, state and local authorities are now examining possible ties between the two crimes,” WPRI reported. “Multiple people familiar with the investigation said they have discovered evidence showing the two may be linked.” Loureiro was shot and killed in his home. The suspect remains at large. Loureiro was named head of the Plasma Science and Fusion Center at MIT last year. Speculation in media and online discussions has included possible ballistic matches (e.g., 9mm casings recovered at Brown) or similar vehicles spotted at both scenes (e.g., unverified mentions of Nissan Sentras), but these remain unsubstantiated and are not confirmed as the linking evidence.  Some online commentary has also suggested motives tied to international actors, like Iran, based on celebratory posts in certain Telegram channels, but this is purely speculative and unconfirmed. https://twitter.com/EWess92/status/2001718099972886750?s=20 DOGE Geopolitical https://twitter.com/amuse/status/2001502910677397573?s=20 ‘German' Globalist Authoritarianism: Berlin Migrant Housing Costs Skyrocket to Nearly €1 Billion, Tripling Since 2020    Newly released government figures have revealed the capital spent nearly €900 million ($9.8 million) in 2024 alone to house migrants, many of which do not have any kind of status in the country, almost triple the cost from just four years earlier, Die Welt reports. Internal Senate data confirms that accommodation expenses for foreign nationals reached €883 million last year, compared with €312 million in 2020, an increase of 183%. The numbers expose the real cost of mass migration policies pushed by Berlin's left-liberal globalist political class.  Source: thegatewaypundit.com https://twitter.com/disclosetv/status/2001674979348484469?s=20 https://twitter.com/RadioGenoa/status/2001634609424220333?s=20 https://twitter.com/visegrad24/status/2001462937920184556?s=20 War/Peace FBI Agents Thought Clinton’s Uranium One Deal Might Be Criminal – But McCabe, Yates Stonewalled Investigation: Report Remember Uranium One? The massive 2010 sale of US uranium deposits to Russia approved by Hillary Clinton and rubber-stamped by the Committee on Foreign Investment in the United States (CFIUS) – after figures linked to the deal donated to the Clinton Foundation? Turns out rank-and-file FBI investigators thought there was enough smoke to launch a criminal investigation, but internal delays and disagreements within the DOJ and FBI ultimately caused the inquiry to lapse, newly released records reveal.   The Uranium One transaction – involving the sale of a Canadian mining company with substantial U.S. uranium assets to Russia's state-owned nuclear firm Rosatom – became a flashpoint during Hillary Clinton's 2016 presidential campaign. Critics argued that then-Secretary of State Clinton, a member of CFIUS, helped approve the deal while donors connected to Uranium One made large contributions to the Clinton Foundation.  The newly released documents suggest that the circumstances surrounding Uranium One were never fully investigated, leaving unresolved questions about how a strategic U.S. asset came under Russian control – and whether potential criminal conduct went unexamined due to internal delays and legal disputes. Source: zerohedge.com https://twitter.com/JoeLang51440671/status/2001445235759436036?s=20 https://twitter.com/HansMahncke/status/2001673497563607325?s=20 https://twitter.com/Dmytruk__Artem/status/2001657781443596657?s=20  Everything in our life is ‘for now.' The position may change in the future. Politicians change, some live, some die.” This statement cannot be interpreted in any other way. It refers specifically to Donald Trump and his team, who have consistently and reasonably opposed Ukraine's accession to NATO and the continuation of the war. Zelensky is effectively speaking about the physical elimination of political opponents. I have said this many times before. Zelensky has done and will continue to do everything to destroy Trump and everything associated with him — politically, informationally, and beyond. I have also stated that Zelensky is connected to assassination attempts on Trump and is also involved in the killing of Charlie Kirk. Today, the militant faction of the West reacts painfully to the truth, because this truth destroys their convenient narrative and shows that they are accomplices of a terrorist regime that is prepared to wait for people to die in order to retain power and prolong the war. Medical/False Flags https://twitter.com/robbystarbuck/status/2001468009248960833?s=20 https://twitter.com/HHSResponse/status/2001691600083091515?s=20 HHS, RFK Jr moves to STOP funds for hospitals that perform child sex changes [DS] Agenda https://twitter.com/amuse/status/2001676158140563662?s=20  case in US history is still billing Minnesota taxpayers. Feeding Our Future defendant Gandi Yusuf Mohamed, who changed his name before indictment, operates assisted living homes paid through Medicaid. Rep Kristin Robbins says the state paid him $49M over five years, including $132,000 this year alone. Despite red flags, Gov Tim Walz's administration approved licenses and kept payments flowing https://twitter.com/WallStreetApes/status/2001623482342224289?s=20   at 2 locations “Less than 150 square feet in size, smaller than some bathrooms — stores had one register, no carriages, no hand baskets” “One legitimate supermarket in the same area as these stores redeems approximately $80,000 in and SNAP benefits per month. Over the last 20 months, the Juswala variety store was redeeming between 3-6x that amount monthly” The 2 fake convenient store owners caught were both from Haiti https://twitter.com/amuse/status/2001342827804909728?s=20 President Trump's Plan https://twitter.com/FBIDirectorKash/status/2001437584468082999?s=20  cases like the pipe bomb investigation. And that's only a small part of the work he went about every single day delivering for America. He not only completed his mission – he far exceeded it. We will miss him but I'm thankful he accepted the call to serve. Our country is better and safer for it. https://twitter.com/TonySeruga/status/2001666110945661112?s=20 these 4 walls all day separated from my wife in DC.” https://twitter.com/ThePatriotOasis/status/2001662279184466380?s=20  to receive this check right before Christmas—We love you and your families, and we wish you a very Merry Christmas.” https://twitter.com/WarClandestine/status/2001484437091959133?s=20  in US cities nationwide and Trump has been threatening to invoke the Insurrection Act for months. Trump said this warrior dividend will be delivered before Christmas, and the $1,776 is meant to honor the founding of our nation. Christmas and 1776? Kind of reminds me of one very special painting. https://twitter.com/StephenM/status/2001421552496087246?s=20   No more. America's might will secure America's rights. America's military will defend America's destiny. For Americans, first and always. https://twitter.com/RapidResponse47/status/2001013033447952648?s=20 President Trump wasn’t playing “5D Chess” yesterday. There was no “OP” to leak information to retards like Tucker Carlson about war. None of that happened. The Whitehouse has been telling people for 2 days the speech was about the economy. Get a grip. https://twitter.com/MJTruthUltra/status/2001412804864094502?s=20  History. As President, he passed the highly ineffective ‘Unaffordable’ Care Act, resulting in his party losing control of both Houses of Congress, and the Election of the largest House Republican majority since 1946. He presided over a stagnant Economy, approved the one-sided Iran Nuclear Deal, and signed the one-sided Paris Climate Accords, both of which were later terminated by President Donald J. Trump.” “Under Obama, the ISIS Caliphate spread across the Middle East, Libya collapsed into chaos, and Russia invaded and took Crimea. In Ukraine. He crippled small businesses with crushing regulation and environmental red tape, devastated American coal miners, and weaponized the IRS and Federal bureaucracies against his political opponents. Obama also spied over the 2016 Presidential Campaign of Donald J. Trump, and presided over the creation of the Russia, Russia, Russia Hoax, the worst political scandal in American History. His handpicked successor, Hillary Rodham Clinton, would then lose the Presidency to Donald J. Trump.”  JOE BIDEN “Sleepy Joe Biden was, by far, the worst President in American History. Taking office as a result of the most corrupt Election ever seen in the United States, Biden oversaw a series of unprecedented disasters that brought our Nation to the brink of destruction. His policies caused the highest Inflation ever recorded, leading the U.S. Dollar to lose more than 20% of its value in 4 years. His Green New Scam surrendered American Energy Dominance and, by abolishing the Southern Border, Biden let 21 million people from all over the World pour into the United States, including from prisons, jails, mental institutions, and insane asylums. His Afghan Disaster was among the most humiliating events in American History, and resulted in the murder of 13 brave American Servicemembers, with many others gravely wounded. Seeing Biden’s devastation, the heinous Russia invaded Ukraine, and Hamas terrorists launched the October 7th attack on Israel.” https://twitter.com/DanScavino/status/2001516571106083001?s=20 (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");

Dec 18, 2025 – Are record-high markets masking an affordability crisis in America's real economy? Join renowned strategist Michael Green, well-known author of the popular Yes, I Give a Fig newsletter as he reveals why the disconnect between...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C  

Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what's fueling persistent U.S. inflation and how investors could adjust their portfolios to this new landscape.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management. Andrew Sheets: Today, is inflation really transitory or are we entering a new era where higher prices are the norm? Andrew Sheets: It's Thursday, December 18th at 4pm in London. Lisa Shalett: And it's 11am in New York. Andrew Sheets: Lisa, it's great to talk to you again. And, you know, we're having this conversation in the aftermath of, kind of, an unusual dynamic in markets when it comes to inflation. Because inflation is still hovering around 3 percent. That's well above the Federal Reserve's 2 percent target. And yet the Federal Reserve recently lowered interest rates again. Fiscal policy remains very stimulative, and I think there's this real question around whether inflation will moderate? Or whether we're going to see inflation be higher for longer. And you know, you are out with a new report touching on some of the issues behind this and why this might be a structural shift higher in inflation. So, we'd love to get your thoughts on that, and we'll drill down into the various drivers as this conversation goes on. Lisa Shalett: Thanks Andrew. And look, I think as we take a step back, and the reason we're calling this a regime change is because we see factors for inflation coming from both the demand side and the supply side. For example, on the demand side, the role of the infrastructure boom, the GenAI infrastructure boom, has become global. It has caused material appreciation of many commodities in 2025. We're seeing it obviously in some of the dynamics around precious metals. But we're also seeing it in industrial metals. Things like copper, things like nickel. We're also seeing demand factors that may stem from the K-shaped economy. And the K-shaped economy, as we know, is really about this idea that the wealthiest folks are increasingly dominating consumption. And they are getting wealthy through financial asset inflation. On the supply side, there are dynamics like immigration, dynamics around the housing market that we can talk about. But perhaps the wrapper around all of it is how policy is shifting – because increasingly policymakers are being constrained by very high levels of debt and deficits. And determining how to fund those debts and deficits actually removes some of the degrees of freedom that central bankers may have when it comes to actually using interest rates to constrain demand. Andrew Sheets: Well, Lisa, this is such a great point because we're financial analysts. We're not political analysts. But it seems safe to say that voters really don't like inflation. But they also don't like some of the policies that would traditionally be assigned to fight inflation – be they higher interest rates or tighter fiscal policy. And even some of the more recent political shifts that we've seen – I'm talking about the U.S. around, say, immigration policy could arguably be further tightening of that supply side of the economy – measures designed to raise wages, almost explicitly in their policy goals. So how do you see that dynamic? And, again, kind of where does that leave, you think, policy going forward? Lisa Shalett: Yeah. I think the very short answer – our best guess is that policy becomes constrained. So, on the monetary side, we're already seeing the Fed beginning to signal that perhaps they're going to rely on other tools in the toolkit. And what are those tools in the toolkit? Well, they're managing the size of their balance sheet, managing the duration or the mix of things that they hold in the balance sheet. And it's actual, you know, returns to how they think about reserve management in the banking system. All of those things, all of those constraints may enable the U.S. government to fund debts, right? By buying the Treasury bill issuance, which is, you know, swollen to almost [$]2 trillion a year in terms of U.S. deficits. But on the fiscal side, right, the interest payments on debt, begins to crowd out other government spending. So, policy itself in this era of fiscal dominance becomes constrained – both in, you know, Washington, D.C. and from Congress – what they can do, their degrees of freedom – and what the central bank can do to actually control inflation. Andrew Sheets: Another area that you touch on in your report is energy and technology, which are obviously related with this large boom that we're seeing – and continue to expect in AI data center construction. This is a lot of spending on the technology. This is a lot of power needed to power that technology and U.S. data center electricity demand is growing at a rapid rate. And transmission constraints are causing prices to go up. A price that is a pretty visible price for a lot of people when they get their utility bill. So, how do these factors you think shape the story? And where do you think they're going to go as we look into the future? Lisa Shalett: Yeah, 100 percent. I mean, I think, you know, when we talk about, you know, who's going to dominate in Generative AI globally, one of the factors that we have to take into consideration is what is the cost of power? What is the cost of electricity? What is the age of the infrastructure to both generate that electricity and transport it? And transmit it? This is one of the areas where the U.S., at the minute, is facing genuine constraints. When you think about some of the forecasts that have been put out there in terms of $10 trillion of spending related to Generative AI, the number of data centers that are going to be built, and the power shortfall that has been forecast. We're talking about someone having to pay the price, if you will, to ration power until you can upgrade the grid. And in the U.S., that grid upgrade, to be blunt, has lagged some of the rest of the world. Not only because the rest of the world was slower to modernize and leapfrogged in many ways. But we know in China, for example, they have one of the lowest electricity generation costs on the planet. That is an advantage for them. So, we have to consider that power generation writ large is potentially a force for upward inflation, at least in the short term. Andrew Sheets: So we have the fiscal policy backdrop. We have an AI spending backdrop both contributing to the demand side of inflation. We have these supply constraints, whether it's housing or labor also, you know, potentially being more structural drivers of higher inflation. The question I'm sure that investors are asking you is, what should they do about it? So, can you walk us through the key strategies that investors might want to consider as they navigate a new inflationary regime? Lisa Shalett: Sure. So, the first thing that we think it's really important for folks to appreciate is that typically when we've been in these higher inflation regimes in the past, stocks and bonds become positively correlated. And what that means is that the power of a very simple 60-40 or stock-bond-cash portfolio to provide complete or optimal diversification fades. And it requires investors to potentially consider investing, especially beyond fixed income. Stocks very often are pro-inflationary assets; meaning many, many companies have the power to pass through price increases. If you are consuming income from a fixed income or a bond instrument, inflation is your enemy, right? Because it's eating into your real returns. And so, one of the things that we're talking with our clients a lot about in terms of portfolio construction are things like adding real assets, adding infrastructure assets, adding energy, transportation assets, adding commodities. Adding gold even, to a certain extent. You know, there may be cryptocurrencies that have lower correlations to their portfolios. Andrew Sheets: Just to play devil's advocate, you can imagine that some investors might say, ‘Well, I can look in the market at long-term inflation expectations.' And those long-term inflation expectations have been kind of stable and a bit above the Fed's target. But not dramatically. So, what do you say to that? And what do you think those markets either might be missing? Or how could investors leverage that more benign view that's out there in the market? Lisa Shalett: Yeah, so look, I think here's where the debate, right? Our perception has been that inflation expectations have remained extraordinarily anchored – because investors have actually reasonably short memories on the one hand, and we have, by and large, been in disinflationary times. Second, there's extraordinary faith in policy makers – that policy makers will fight inflation. And I think the third thing is that there's extraordinary faith in the deflationary forces of technology. Now, all three of those things may absolutely, positively be true. The problem that we have is that the alternate case, right? The case that we're making – that maybe we're in a new inflationary regime is not priced, and the risk is non-zero. And so, what we see, and what we're watching is – how steep does the yield curve get, right? As we look at yields in the 10-30-year tenure – what is driving those rates higher? Is it a generic term premium? Or are we starting to see an unanchoring, if you will, of inflation expectations. And it takes a while for people to appreciate regime change. And so, look, as is always the case, there's no absolutes in the market. There's no one theory that is priced and the other theory is not. But sometimes you want to hedge, and we think that we're going through a period where diversified portfolios and hedging for these alternative outcomes -- because there are such powerful structural crosscurrents – is the preferred path. Andrew Sheets: Lisa, thanks for sharing your insights Lisa Shalett: Of course, Andrew. That's my pleasure. Andrew Sheets: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us, wherever you listen. It helps more people find the show.

Market Recap: Thursday, December 18 - Modest Gains and Inflation Insights In this episode of Dividend Cafe, host Brian Szytel provides an update on the market movements for Thursday, December 18. The DOW closed with a modest gain of 65 points (0.14%), S&P increased by 0.8%, and NASDAQ saw a tech-led rally with a 1.38% rise. Despite a rebound, the week is expected to end negatively for stocks overall. A key focus is the release of the latest CPI print, which showed a surprisingly low inflation rate of 2.7% versus the expected 3.1%, but the numbers are questionable due to a government shutdown affecting data collection. Initial jobless claims came in line with consensus at 224,000, while continuing claims were slightly below expectations. The Philly Fed Index reported a weaker-than-expected manufacturing number at -10 versus the expected +3. Brian also discusses the interplay between inflation rates and the role of the Fed, emphasizing that market forces and money supply are critical factors. He wraps up with light-hearted remarks about holiday shopping and extends holiday greetings to viewers. 00:00 Market Update: December 18th 00:10 Stock and Bond Performance 00:59 CPI Report Analysis 02:01 Economic Calendar Highlights 02:45 Inflation and The Fed's Role 04:24 Closing Remarks and Holiday Wishes Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

⬜ 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.

Trump interrupted everyone's night with a "special address"… and the internet braced for war headlines. Instead? An 18-minute victory lap packed with claims—some true, some spin, some straight-up "math doesn't math." In this episode, I break down the biggest moments: inflation, wages, border stats, tariffs, the Fed, housing, and why Republicans need to stop treating politics like sports. ✅ Join the Fed Haters Club (live chat + direct the show): joingml.com

Carl Quintanilla, Jim Cramer and David Faber discussed stocks rallying on the October and November CPI report. The inflation data — which had been delayed due to the government shutdown — came in tamer than expected. Micron shares surged and lifted the AI trade on the memory chipmaker's stronger-than-expect Q1 results and guidance. The anchors reacted to a report which says OpenAI discussed raising tens of billions of dollars at about a $750 billion valuation. Trump Media and Technology Group shares soared on news of its $6 billion deal to merge with fusion power company TAE Technologies. Also in focus: President Trump's primetime message on the Fed, Lululemon and activism, Cramer sounds off about "a sham." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The biggest announcement of last week's Fed meeting had nothing to do with rate cuts. Instead, a quiet, mostly overlooked statement from the Federal Reserve could mean huge things for the economy, mortgage rates, and most importantly, the housing market. The mainstream seems to have missed it, focusing on the obvious news, but we're breaking down the Fed's new emergency tactic to stabilize the economy. What many thought would be a standard 0.25% rate-cut meeting was anything but. A fractured Fed, now split on rate cuts more than in prior years, has adopted a new tactic. Could this strategy be a return to a dangerous past—the days of “quantitative easing” (AKA money printing)? Or, does the Fed know what it's doing, taking a more cautious approach than last time? We'll break down the entire Fed story and share some crucial updates on housing inventory and affordability. Some markets are entering 2026 strong, with significantly lower inventory than pre-pandemic levels. Others could correct (or even crash) harder. Dave gives his opinion on which are which, sharing the markets that will thrive and the ones where home prices could dive.  In This Episode We Cover The Fed's new emergency measure designed to stabilize the economy and interest rates Money printing 2.0: Are we on a path back to dangerous quantitative easing? New rate cut forecast for 2026 and 2027 directly from the Fed The riskiest (and seemingly safest) real estate markets going into 2026 The most affordable city in the U.S., and why it could thrive next year And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find Investor-Friendly Lenders  A New Fed Chairman is Coming Soon—Here's What Their Potential Low-Rate Policy Will Mean For Investors Dave's BiggerPockets Profile Grab Dave's Book, "Real Estate by the Numbers" Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-383 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto News: Digital Wealth Partners introduces algorithmic XRP trading for qualified retirement accounts. Coinbase rolls out stock trading, prediction markets, tokenization platform. The Fed has just rolled back its 2023 policy, opening the door for uninsured and insured banks under its supervision to participate in crypto activities.Brought to you by

For the first time in weeks, Trump sounded like Trump — focused, disciplined, and deadly clear. In this episode, Tara breaks down the speech that finally connected the dots for everyday Americans: inflation + housing costs + illegal immigration + corruption — all tied together in one message. From affordability and interest rates to housing shortages, welfare incentives, crushed wages, and massive fraud, this was the explanation millions of Americans have been waiting to hear — especially those who don't live on talk radio.

The Federal Reserve has once again cut interest rates, but the impact on the broader market isn't as straightforward as expected. In this macroeconomic update, Randy breaks down the current economic landscape, including why the bond market isn't following the Fed's lead and what that means for fixed-rate loans. He also touches on why interest rates are likely to remain elevated for longer and how that could affect investors going into 2026.

Join FreightWaves for our December State of Freight webinar as we wrap up a volatile year and project the key drivers for the transportation market in 2026. Hosted by Julia Becker, VP of Media Operations, this session features deep-dive analysis from strategic experts Zach Strickland (Head of Freight Market Intelligence) and JP Hampstead (Strategic Analyst). The team explores the surprising "peakiness" of the 2025 holiday season and examines why traditional market cycles are shifting. Using real-time data from the SONAR platform, this webinar breaks down the core metrics every shipper, carrier, and broker needs to understand to navigate the year ahead. Key Discussion Points Tender Rejections & Spot Rates: Why rejection rates surged to 11.9% and the implications of the sharp trajectory in spot market pricing. Inventory Shifts: The transition from "just-in-case" to "just-in-time" inventory strategies and how lean management is increasing freight velocity. Capacity Volatility: An analysis of the continued exit of small and mid-sized carriers and the regulatory pressures—including English language proficiency enforcement—impacting driver availability. Economic Tailwinds & Headwinds: The impact of recent Fed rate cuts, unemployment figures, and the looming review of the USMCA trade agreement on flatbed and dry van demand. The Rise of Short-Haul: A look at the 11% growth in local fulfillment freight and what it reveals about consumer buying patterns. AI in Logistics: Where mid-sized fleets should focus their tech investments, from route optimization to back-office automation. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

For decades, the 60/40 portfolio—stocks and bonds—served as the foundation of balanced investing. Lance Roberts and Michael Lebowitz examine the growing global forces reshaping markets. While Wall Street has remained fixated on AI hyperscalers, major developments abroad are increasingly driving returns and risk. 0:00 - INTRO 0:19 - Inflation Report Preview - Where's the Fed's Soft Landing? 3:05 - Markets working Through the Chop 9:56 - Top 10 Christmas Movies 13:24 - Inflation Expectations (Preview) 14:35 - The Fed Ends QT 20:35 - JP Morgan's Liquidity Crunch 22:53 - Is the Economy Slowing More than They Think? 24:03 - Is the 60/40 Portfolio Model Dead? 26:07 - CAPE-10 Predictions 27:05 - The All-weather Portfolio - Why to Own Bonds 31:31 - Double Digit Environment is Unsustainable 32:33 - How Are Bonds Not Safe?? 34:42 - BitCoin Does Not Belong in Your "Safe" Bucket 37:29 - Safe Money Bucket Composition 42:43 - Why Central Banks Hold Gold 48:15 - Bonds vs Real Estate 51:23 - Diversification Matters 52:01 - A note about REIT's Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=5XBlkxO7lfI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Markets Oversold After Key Support Break," is here: https://www.youtube.com/watch?v=_ITeHTYtt1Q&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Q&A Wednesday: Live Market Questions & Investor Insights," here: https://www.youtube.com/watch?v=yJV-vnHx4Eg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.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/ #MarketVolatility #TechnicalAnalysis #OversoldMarkets #PortfolioManagement #SectorRotation #GlobalMarkets #PortfolioRisk #AssetAllocation #BondMarkets #MacroOutlook

Shoot us a Text.Episode #1222: Today we break down Cox Automotive's 2026 forecast and why fragmentation is becoming the industry's defining theme. We also cover California regulators taking aim at Tesla's Autopilot language.Show Notes with links:Cox Automotive says the auto industry beat expectations in 2025, but 2026 will be shaped by fragmentation everywhere—from consumers and labor to policy, EVs, and AI. The result is softer volumes, tighter margins, and a market that rewards precision over optimism.The 5 big forces at play: A bifurcated consumer trading down, a stagnant job market, inflation easing but Fed uncertainty lingering, shifting policy and an EV incentive cliff, and AI hitting an operational inflection point—all pulling the market in different directions.New-vehicle volumes reset lower: Cox forecasts 15.8 million SAAR in 2026, down 2.4% YoY, signaling the high-15 million range as the new normal rather than a temporary dip.Retail, fleet, and leasing cool: New retail sales fall about 1.5%, fleet declines more sharply, and lease penetration drops toward 21%, the lowest level in three years as EV tax credits and leasing loopholes disappear.Used remains the pressure valve: Total used sales dip roughly 1%, but tight retail inventory and affordability concerns keep demand steady, pushing more shoppers toward lower-priced vehicles.Wholesale values normalize: Cox expects the Manheim Used Vehicle Value Index to rise 2% by the end of 2026, pointing to normal depreciation—with growing EV volume adding pricing complexity.California regulators ruled Tesla misled consumers with its “Autopilot” and “Full Self-Driving” marketing, giving the automaker 90 days to fix its language. The case briefly threatened Tesla's ability to sell cars in the state, but stops short of halting production.The DMV ordered a 30-day suspension of Tesla's dealer license, which would prevent Tesla from selling vehicles directly to consumers in California if it goes into effect.That dealer suspension is stayed for 90 days, meaning Tesla can keep selling cars as long as it updates its advertising and disclosures within that window.A separate manufacturing license suspension—which could have affected Tesla's ability to build vehicles in California—was permanently stayed and will not take effect.Regulators say Tesla's use of “Autopilot” and “Full Self-Driving Capability” implied autonomy that doesn't exist, creating unsafe assumptions for drivers.Tesla pushed back strongly, saying no consumer complained and stating, “Tesla has never misled consumers.”Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Peter Schiff delivers a stark warning: America is headed for the biggest economic crisis of our lifetimes - not a stock market crash, but a dollar collapse leading to an inflationary depression. He explains why gold hitting $4,300 and silver above $66 are screaming signals of an impending currency crisis, responds to Trump's personal attack calling him a "jerk" and "loser" on Truth Social, and breaks down why both Trump and Biden caused the inflation crisis through massive deficit spending and Fed money printing. Schiff reveals why he's positioned his portfolio for a dollar crash (up 60-120% this year in precious metals), predicts a radical left Democrat will win in 2028, and explains the dark reality: Americans will experience a poor country's economy but with higher prices - unless they protect their wealth now with gold, silver, and foreign assets.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:https://x.com/PeterSchiffEuropac.comhttp://SchiffGold.comTimestamps: 00:00 Intro and welcome Peter Schiff01:19 Big picture macro view: America's bleak outlook04:00 Gold and silver screaming currency crisis is coming07:04 Prediction: Radical left Democrat in White House 202808:39 Peter's reaction to Trump's Truth Social attack10:19 Trump's ridiculous claim that prices are coming down11:37 Biden and Trump both caused inflation crisis13:40 Trump's "big beautiful bill" making deficits worse15:00 Republicans in trouble for 2026 midterms16:28 Trump is not a real conservative or capitalist22:12 Affordability crisis and government spending problem23:33 No politically viable way to right the ship25:00 We need higher interest rates, not lower27:28 Gold up 65%, silver up 120% this year28:30 Why "perma bear" label is wrong30:00 The dollar crash Peter has been predicting32:22 Investors moving money overseas from US stocks34:02 How gold skyrocketing pulls rug from under dollar36:08 Dollar reserve currency status ending38:22 Inflationary depression: weak economy, high inflation44:31 How everyday Americans will be impacted47:09 Early innings for gold and silver53:41 What Peter wishes he said on Tucker56:20 Capitalism blamed for socialism's damage57:59 Wrap up and appreciation

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

On this TCAF Tuesday, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more! This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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 Josh Brown 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

The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin's onchain market structure suggests about where this cycle could go next. ----

For years, crypto traders have lived and died by the halving clock. Boom. Bust. Rinse. Repeat.But what if that old rhythm doesn’t work anymore? In Episode 798 of The Bad Crypto Podcast, Joel and Travis make the case that Bitcoin has officially graduated from “speculative science experiment” to institutional-grade asset class — and that changes everything. We break down why this cycle looks nothing like the last ones, including: • Why banks that mocked crypto are now quietly building custody, trading, and ETF pipelines• How public companies, governments, and ETFs are soaking up Bitcoin supply• Why institutional buying is far “stickier” than retail panic selling• How regulation shifts (OCC, FDIC, Fed guidance) removed the biggest barriers between banks and Bitcoin• Why the classic 80% crash may no longer be the default outcome• What January and February could reveal about whether the cycle is truly broken• Why Gen Z asking for crypto for Christmas might be the most bullish signal of all We also dig into adoption curves, Bitcoin treasuries, ETF inflows, government holdings, and the uncomfortable reality that the market may have changed the rules while many traders are still playing the old game. If you’re waiting for the “inevitable crash” so you can say “told you so”…you might want to listen first. Because Bitcoin doesn’t look like it’s leaving.It looks like it’s settling in.

Bitcoin takes another sharp leg down, wiping out leveraged longs and pushing market sentiment firmly into the anger phase of this bear market. Thin liquidity, failed dip-buying on leverage, and continued whale selling are making a durable bottom hard to form, even as smaller wallets continue to accumulate. Macro pressure from a hawkish Fed, year-end risk aversion, and broader market unease are weighing on prices, while MicroStrategy's latest Bitcoin buys fail to spark a rally. Still, a more constructive regulatory tone from the SEC on crypto privacy stands out as a rare bright spot amid otherwise gloomy market conditions. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

In this episode of Money Moves, Matty A. and Ryan Breedwell break down the Fed's latest rate cut, what it signals for markets heading into 2026, and why fear-driven headlines continue to mislead investors.They unpack the impact of monetary policy on inflation, stocks, and real estate, explore where foreclosures and commercial resets may create opportunity, and explain why the U.S. consumer remains more resilient than most people realize. The conversation also covers tariffs, asset ownership as a hedge against currency devaluation, and why disciplined investors are positioned to benefit as capital markets reopen.If you want a clear, data-driven look at where markets are headed—and how to stay positioned for long-term wealth—this episode delivers.What You'll LearnWhat the Fed's third rate cut of 2025 really meansWhy markets continue climbing despite negative headlinesWhere real estate stress may turn into buying opportunityHow consumer behavior is evolving through debt and innovationWhy owning assets remains the best defense against inflationEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

⬜ 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 mixed global market moves as investors weigh delayed U.S. jobs data and rising hopes for future Fed rate cuts ahead of key CPI figures. Geopolitical tensions lift oil prices following new U.S. action on Venezuela, while Tesla and Amazon rally on AI-driven optimism. Europe and Asia react to soft inflation, strong exports, and blockbuster tech IPOs, as crypto adoption advances despite falling memecoin hype.

The Federal Reserve tipped it's hand for a bull market. Today we discuss the details. We talk economic divergence, as decades of debt-fueled growth and asset inflation have benefited boomers and asset owners while leaving younger generations locked out of housing and upward mobility, creating frustration and political volatility. The U.S. economy is fundamentally leveraged by pulling future earnings forward and this could be an eventual but unpredictable global financial reset. We also talk the near-term debt panic but don't get nervous as deficits are the true risk. We also talk practical investing takeaways around market cycles, sentiment, tax-loss selling, Santa Claus rally dynamics, and the importance of patience, diversification, and avoiding extreme, fear-driven decisions. We discuss... We highlight generational economic disparities, noting younger people struggle with housing affordability and wealth accumulation compared to boomers. Economic frustration among younger generations is linked to the appeal of populist political figures who speak to lived experiences. The U.S. economy is heavily leveraged, with future earnings being pulled forward to maintain growth and consumption. We warn of a potential global financial reset, while emphasizing that timing and specifics are uncertain. Central banks' accumulation of gold is a signal of perceived systemic risk and preparation for a global reset. Debt itself can be manageable, but the ongoing growth of deficits is the real problem. Concerns about foreign countries dumping U.S. bonds were dismissed as largely impractical due to mutual economic harm. Market reactions to Fed rate cuts are analyzed, showing how assets like stocks, silver, the dollar, and Treasury yields respond differently. It's important to analyze market cycles and sentiment, rather than relying on GDP or simplistic economic indicators. Tax-loss selling and end-of-year market dynamics are discussed as opportunities to buy undervalued assets with lower downside risk. The Santa Claus rally and January market patterns are historically strong indicators for short-term gains. Focus on sectors or assets that were beaten down, watch early January flows, and avoid extreme, fear-driven moves.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/the-federal-reserved-tipped-its-hand-773 

SpaceX IPO coming – huge increase in valuation over past 3 months Happy Hanukah – Eight Crazy Nights Now Kevin AND Kevin PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Chance for CTP Cup 2025 participants - Happy Hanukah - Eight Crazy Nights - Sad News - Rob Reiner - Fed decision is out.... - Overdue eco reports coming this week Markets - Oracle still problematic - SpaceX IPO coming - huge increase in valuation over past 3 months - Another Bankruptcy - cleaning up is not good business - Oh my - Now Kevin AND Kevin - Weight loss game continues - One thing saved for last - a doozie... Tesla -  - All time High - Prospect of Robotaxi - Even though sales hitting multi-year lows Wall Street Never Sleeps? - Nasdaq files to extend trading to 23 hours on weekdays - Banks concerned about investor protections, costs, liquidity, volatility risks of nonstop trading - Proponents argue round-the-clock trading benefits global investors - That may create some additional volatility potential SpaceX - SpaceX aims for a potential $1.5 trillion market cap with an Initial Public Offering in 2026, which could become the largest IPO in history - July 2025 tender valuation was $400B - Dec 14th (4 months later) $800B - Starlink is the primary money winner of this deal - Tesla shares climbing even with nothing behind it - seemingly in sympathy for this IPO ---- TESLA does not have ownership of SpaceX - OH - this could be the reason....U.S. deliveries dropped significantly in November—the lowest since early 2022—but this weakness has been overshadowed by the enthusiasm for autonomy. Rob Reiner - A son of legendary Hollywood director Rob Reiner and his wife, producer Michele Singer Reiner, Nick Reiner, is being held on suspicion of murder following their deaths, according to Los Angeles Police Department Chief Jim McDonnell. He's being held on $4 million bail. - Citing law enforcement sources and family friends, ABC News reported on Monday that Nick Reiner had recently returned to live at his parents' South Chadbourne Avenue home. The move was described as a temporary arrangement intended to help him stabilize. - Not going to discuss the Truth Social post about this tragedy HEADLINE ALERT - "Copper could hit ‘stratospheric new highs' as hoarding of the metal in U.S. continues" - Copper has gone from 5.77 to 5.30 (July to today) - 6 Tops at this price since 2011 - Not seeing this as per the headline - seems like a Hunt Brothers special from the 1980s - CORNERING THE MARKET ---1980 - Silver went from $11 to $50 then crashed, bankrupting the Hunt Bros - after COMEX changed rules forcing them to cover positions Bankruptcy - After 35 years, the maker of the Roomba robot vacuum filed for bankruptcy protection late Sunday night. Following warnings issued earlier this year that it was fast running out of options, iRobot says it is entering Chapter 11 protection and will be acquired by its contract manufacturer, China-based Picea Robotics. - The company says it will continue to operate “with no anticipated disruption to its app functionality, customer programs, global partners, supply chain relationships, or ongoing product support.” - Remember that Amazon  - The Amazon buyout of iRobot, maker of Roomba, was announced in 2022 for $1.7 billion but ultimately failed in January 2024 due to significant regulatory pushback, primarily from the EU, over anti-competitive concerns. -- Amazon walked away with a $94 million termination fee Fed Pick - President Donald Trump said Friday that Kevin Warsh has moved to the top of his list as the next Federal Reserve chair, though Kevin Hassett also remains in contention, according to the Wall Street Journal. - Interesting that this comes days after Hassett said that we would not let outside suggestions influence his voting - ---In addition to putting heavier weight on Warsh getting the job, Trump repeated an assertion he has made in the past that the Fed chair ought to consult the president about interest rate decisions. - Also of interest, prediction markets had Hassett at 95% probability - now it moved to 50% - big payday for people in the know. Housing Prices - Average home price is DOWN on  year-over-year basis - First time on national level since 2024 - Active listings in November were nearly 13% higher than November 2024, but new listings were just 1.7% higher --- Houses are on market longer - - Prices in Austin, Texas, are down 10% from last year; in Denver, they're down 5%, according to Parcl Labs. Tampa, Florida, and Houston both saw prices fall 4%, and Atlanta and Phoenix saw price decreases of 3%. More Hosing Related -  Zillow shares plunged more than 9% on Monday on worries that the online real estate platform could have a big new competitor: Google Search. - Google appears to be running tests on putting real estate sale listings into its search results. Overdue Eco  - Black Hole - The U.S. Bureau of Labor Statistics on Tuesday releases its long-awaited combined employment reports for October and November, but a number of key details will be missing after the government shutdown prevented data collection, including October's unemployment rate, resulting in the first-ever gap in that critical data series since inception in 1948. - NICE JOB GANG! - Some of the data will be estimated. - It said it would not publish the headline CPI number or the so-called core CPI, which strips out the volatile food and energy components, for October. "BLS cannot provide specific guidance to data users for navigating the missing October observations," the agency said. Some Updates - Some info coming in are estimates - some delayed - Unemployment at 4.6% - Latest report shows +64,000 added - ISM Manufacturing and Non-manufacturing - both slowed over the last month The Fed - Meanwhile the Fed cuts rates.... - A Federal Reserve split over where its priorities should lie cut its key interest rate Wednesday in a 9-3 vote, but signaled a tougher road ahead for further reductions. - The FOMC's “dot plot” indicated just one more reduction in 2026 and another in 2027, amid considerable disagreement from members about where rates should head. - In addition to the rate decision, the Fed also announced it will resume buying Treasury securities. The central bank will start by buying $40 billion in Treasury bills, beginning Friday. - Markets were all over the place on this as it was a little confusing at first - then it seemed that everyone loved (for one day) - Why is the Fed moving up Treasury purchases to "immediately" from a few months from now? - AND - dissension ! A larger group  that usual of regional Fed bank presidents signaled they opposed the cut, and six policymakers said the benchmark federal funds rate should end 2025 in a range of 3.75% to 4%, suggesting they opposed the move. - Long bonds have not moved at all on this news. Costco Earnings - Costco beat Wall Street's fiscal first-quarter sales and revenue expectations. - Sales rose 8.2% and digital sales jumped 20.5% compared with the year-ago quarter. - Costco surpassed Wall Street's quarterly expectations and posted year-over-year sales growth of 8.2% as the retailer attracted more digital sales and opened new locations. - Earnings per share: $4.50 vs. $4.27 expected - Revenue: $67.31 billion vs. $67.14 billion expected - Costco does not provide year ahead guidance - Shares down from a recent high of $855 Costco Fun Facts - About 4.5 million pies were sold in the three days before Thanksgiving, which is equivalent to roughly 7,000 pies per warehouse. -  These were bakery pies (e.g., pumpkin, apple), - Costco had more than $250 million in non-food online orders on Black Friday, a record for Costco's U.S. e-commerce business. - Approximately 358,000 whole pizzas were served at Costco's U.S. food courts, a 31% jump from last year. (500 pizza's per store) Fat No More - Retatrutide - Eli Lilly said its next-generation obesity drug delivered what appears to be the highest weight loss seen so far in a late-stage trial and reduced knee arthritis pain, clearing the first of several upcoming studies on the weekly injection. - In a 48-week Phase 2 study, participants on the highest dose lost an average of 24% of their body weight. - Recent Phase 3 results showed patients on the highest dose lost an average of 28.7% of their body weight after 68 weeks. - The trials also showed improvements in related health conditions, including knee osteoarthritis pain, blood pressure, and liver fat - This triple action is what makes retatrutide potentially more effective for weight loss than existing medications like Zepbound (tirzepatide), which targets two receptors, or Wegovy (semaglutide), which targets only one. Paypal - PayPal Holdings Inc. applied to become a bank in the US, looking to take advantage of the Trump administration's openness to financial-technology companies entering the banking system. - The payments-focused firm submitted applications to the Federal Deposit Insurance Corp. and the Utah Department of Financial Institutions to form a Utah-chartered industrial loan company, PayPal said in a statement Monday. - If approved, PayPal Bank would help the firm bolster its small-business lending capabilities, according to the statement, which said the company has provided access to more than $30 billion in loans and capital since 2013. Ford - Management Confused - Instead of planning to make enough electric vehicles to account for 40 percent of global sales by 2030—as it pledged just four years ago—Ford says it will focus on a broader range of hybrids, extended-range electrics, and battery-electric models, which executives now say will account for 50 percent of sales by the end of the decade. - The automaker will make hybrid versions of almost every vehicle in its lineup, the company says. - All in on EVS cost them -  Ford expects to record about $19.5 billion in special items, mostly during the fourth quarter. ---- The charges are related to a restructuring of its business priorities and a pullback in its all-electric vehicle investments. Australia - Australia has implemented a groundbreaking ban preventing children under 16 from accessing major social media platforms like TikTok, Instagram, and Facebook, effective December 2025, to protect them from harm, with significant fines for companies failing to enforce it, though messaging apps and gaming platforms are currently exempt. - Reddit is suing - Facebook, Instagram, Snapchat, Threads, TikTok, X (Twitter), YouTube, Reddit, Kick, and Twitch are all banned for kids under 16. - Thoughts on this? Saved For Last - Of all the eye-popping numbers that Oracle Corp. published last week on the costs of its artificial-intelligence data center buildout, the most striking didn't appear until the day after its earnings press release and analyst call. - The more comprehensive 10-Q earnings report that appeared on Thursday detailed $248 billion of lease-payment commitments, “substantially all” related to data centers and cloud capacity arrangements, the business-software firm said. These are due to commence between now and its 2028 financial year but they're not yet included on its balance sheet. - That's almost $150 billion more than was disclosed in the footnotes of September's earnings update. Love the Show? Then how about a Donation? The Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Dec 16, 2025 – FS Insider sits down with Jeff Christian of CPM Group, one of the industry's most respected and accurate precious metals and commodity analysts, for a comprehensive outlook on the metals markets—especially in light of silver...

Join D.O. as he sits down with Optimal Blue executive Mike Vough to pull back the curtain on how mortgage interest rates are really set in today's industry. This episode is a must-watch for loan originators, mortgage brokers, homebuyers, and real estate agents who want to truly understand the mysteries behind the secondary mortgage market—including rate locks, hedging, pricing engines, and the latest trends in non-QM lending. You'll learn why rates move independently of the Fed, how lenders use hedge strategies, and get actionable insights on the future of mortgage rates. If you're in the mortgage space and want to better advise your clients and grow your business, this is the episode for you.

Macro analyst Stephanie Pomboy returned for a livestream this morning.In it, we discussed the gargantuan debt financing needs of the AI sector and how the competition for funds across public & private companies AND the federal government is highly likely to create undesirable trade-offs.We also talked about the recent Fed moves and how they signal all is not well in the financial plumbing, the rising unemployment rate, whether the current bull run in the precious metals is likely to continues, and Stephanie's thoughts on the energy sector.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comFollow Stephanie's work at https://macromavens.com/Or on X at @spomboy_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Crypto News: Visa launches USDC settlement for US banks on Solana blockchain. US banks could soon issue stablecoins under FDIC plan to implement GENIUS Act. Marshall Islands launches world's first blockchain-based UBI on Stellar blockchain.Brought to you by

As the year comes to a close, the OCC approved five crypto-related firms for new charters, a move that could have big consequences for the banking industry writ large. Ian Katz, managing partner at Capital Alpha Partners, discusses why the approvals happened, what they mean, and why banks may sue. He also tackles the other big issues of 2026 - M&A, housing, and deregulation - and makes predictions on the future of the Fed. 

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about the jobs report and how it could affect who becomes the next Fed chair. Related to this episode: Why the Fed isn't worried about the jobs data ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ More info about HousingWire To learn more about Trust & Will click here: The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

The mainstream financial media buried the lede in its reporting on last week's Fed meeting.  They reported on the rate cut. They sliced and diced the dot plots. They analyzed every syllable coming out of Jerome Powell's mouth. But they barely mentioned the biggest story - the Fed just restarted quantitative easing (QE).  In this week's Midweek Memo podcast, host Mike Maharrey covers the stuff the mainstream reporters left out. He explains what the Fed plans to do, why it is QE no matter what they call it, and how it will impact normal people. Hint: it means more inflation.

A rare split is opening inside the Federal Reserve. Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Wealth, dig into what that tension really means as growth projections move higher and rate cuts keep coming. They break down the widening gap between market expectations and the Fed's own outlook, the mixed signals coming from the latest dot plot, and what dissenting votes reveal about how policymakers are reading inflation and a softening labor market. At the same time, they look to the areas gaining strength, including cyclicals, global markets, commodities and the latest AI rotation, to understand how a divided Fed is shaping positioning as investors look ahead to 2026.Key Takeaways:• The Fed is diverging internally: The dot plots and dissents show widening disagreement on how aggressively to cut• Markets are pricing a different path: Traders expect more easing than the Fed, especially beyond 2026• Growth projections are rising: The Fed now sees stronger 2025–2026 GDP despite ongoing cuts• Labor-market signals are weakening: Falling quits and slowing hiring increase pressure on policymakers• Cyclical strength continues: Industrials, materials, and developed international markets are pushing the rally forwardJump to:0:00 - Cold Open, Holidays, And Setup2:45 - AI Leadership Rotates And Market Breadth8:50 - Cyclicals Lead, Global Rally Builds14:40 - Europe, Developed Markets, And Industrials20:55 - IPOs, Sentiment, And Bull Market Signals27:00 - The Fed Cuts: Dots, Dissent, And Markets35:20 -Neutral Rate, Long-Run Inflation, And 202641:50 - Press Conference Takeaways And Labor Risks48:10 - Gold Breakout And Commodities Pulse53:30 - Labor Market: JOLTS, Quits, And WagesConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

What if the solution to feeding the world isn't on land—but in the ocean? Today, we're diving into the future of food with James Beard and Emmy-nominated storyteller Jennifer Bushman. In this episode of The Heartbeat for Hire, we dive into the deep blue with Jennifer Bushman, a James Beard Award–nominated chef, Emmy-nominated producer, and co-founder of Fed by Blue. Jennifer shares her journey from growing up in a cattle-ranching family in Colorado to becoming one of the world's leading advocates for sustainable aquaculture, ocean health, and blue foods. We explore her groundbreaking PBS docuseries Hope in the Water, the innovators restoring our oceans, and why the future of food depends on what comes from water—not land. Jennifer debunks common myths around farmed vs. wild seafood, explains how seaweed farming can regenerate ecosystems, and reveals why storytelling—not fear—is the key to environmental leadership and lasting change. From shrimp farms in Minnesota dairy barns to kelp used in skincare and ice cream, this conversation offers a hopeful, practical vision for feeding a growing world while healing our oceans.

    Timestamps
 00:00 – Intro: Why Seaweed is the Vegetable of the Future
 00:44 – Welcome: Meet Jennifer Bushman
 01:51 – Jennifer's Origin Story: From Cattle Ranching to Ocean Advocacy
 03:50 – Feeding the World: Reliance on Blue Foods
 05:15 – Seaweed: It's More Than Just Sushi (Skincare, Toothpaste, & Ice Cream)
 07:05 – Fed by Blue and the Hope in the Water Docuseries
 09:00 – The Power of Celebrity Advocates: David E. Kelly & Martha Stewart
11:35 – Breaking the Stigma: The Truth About Farm-Raised Seafood
 14:10 – Innovation Spotlight: Farming Shrimp in Minnesota Dairy Barns
 16:45 – Leadership Lesson: Using Storytelling to mobilize funding and action
22:15 – Finding Inspiration and Defining Legacy
 24:58 – What's Next & The Blue Food Cookbook

    About the Guest Jennifer Bushman is an award-winning chef, cookbook author, consultant, and storyteller working at the intersection of food, sustainability, and ocean health. A multiple James Beard Award nominee and Emmy nominee, Jennifer is the co-founder of Fed by Blue, a nonprofit dedicated to advancing sustainable blue foods and aquaculture. She is also the creator and producer of the PBS docuseries Hope in the Water, spotlighting the water farmers, fishers, and scientists driving real solutions to restore our oceans and feed the world. Jennifer serves on the Board of Directors of The Marine Mammal Center and believes innovation, education, and hope are essential to solving the ocean crisis.  Website: www.jenniferbushman.com
  LinkedIn: https://www.linkedin.com/in/jennifer-bushman-86782212/
  Instagram: https://www.instagram.com/jen_bushman

    About the Host – Lyndsay Dowd is a Speaker, Founder, Author, Coach, Podcast Host—and unapologetic Disruptor. With 30 years of leadership experience, including 23 at IBM, she's built and led high-performing teams that consistently delivered results. She also served as a Guest Lecturer at Harvard University, sharing her insights on modern leadership and culture transformation. 

 As the founder of Heartbeat for Hire, Lyndsay helps companies ditch toxic leadership and build irresistible cultures that drive performance, retention, and impact. She's been featured in Fortune Magazine, HR.com, ABC, NBC, FOX, CBS, and over 100 podcasts. 

   Lyndsay is a two-time best selling author of Top Down Culture and Voices of Women, and the host of the globally ranked and 2X awarded Heartbeat for Hire podcast—sitting in the top 2.5% worldwide. She is also the host of a weekly live show called THE LEADERSHIP LOUNGE. Lyndsay is a frequent speaker, moderator, and guest, known for her candor, humor, and ability to spark action.
    Official Brand Partner: https://MyDeals.Page/19c3 
 To my loyal listeners - I love luxury and I love a great deal. 
 If you are looking for an amazing gift or a way to treat yourself, Go to https://cozyearth.com/ and use the code LEADWITHHEART and get 41% off. It's the deepest discount you will find anywhere and I get commission too! This brand has been on Oprah's Favorite Things 9 times!! Happy Shopping! 

    Connect with Lyndsay Dowd:  Website: https://heartbeatforhire.com
  LinkedIn: https://www.linkedin.com/in/lyndsaydowdh4h/ 
  Instagram: https://www.instagram.com/lyndsaydowdh4h/ 
  Facebook: https://www.facebook.com/LyndsayDowdH4H
  Tiktok: https://www.tiktok.com/@lyndsaydowdh4h

   #JenniferBushman #FedByBlue #BlueFoods #FutureOfFood #SustainableSeafood #OceanHealth #Aquaculture #FoodSystems #EnvironmentalLeadership #HopeInTheWater #SustainableEating #ClimateSolutions

Bitcoin faces a key macroeconomic test this week as the Bank of Japan signals a more definitive pivot away from its long-held ultra-loose monetary policy, a shift that could tighten global liquidity and pressure risk assets.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:40 Japan rate cut odds01:20 Japan's $1.1T treasury threat03:30 Black Monday04:40 Tech all time high risk06:00 Triple Witching on Friday06:40 Is crypto front running this?07:15 Kevin Griffin: If inflation gets worse he can't blame the fed09:00 Chris Waller: We're close to zero job growth11:00 Own assets or get left behind12:30 Outro#Japan #Bitcoin #ethereum~Japan Rate Hike Countdown

When it came time to decide what to follow up our 100th episode, the guys made a comment that we should interview a prominent podcaster and blogger in the vintage camera realm.  With a long list of guests already, we thought hard about who we've missed, who is one person who has helped grow GAS as much as any one single person can?  Anthony spoke up and said, "Hey, it should be Mike"!  While I had my doubts about how interesting a whole episode about me could be, I thought that I do like to tell stories, why why not?! Joining Anthony, Paul, Stephen, Theo, and Mike this, our 101st episode are returning callers A.J. Gentile, David Palumbo, Fernando Villava, Ira Cohen, Mark Faulkner, Pat Casey, Rob Lattimer, William Ponder, and Will Pinkham. Over the course of the episode, I field a variety of questions from how I got started, what is my while whale camera, what cameras never clicked for me, what was an example of a camera that I felt overwhelmed trying to shoot.  Paul gets me to revisit my 2023 trip to Los Angeles when I went through the collection of Kurt Ingham and what it was like going through such a large collection.   We get into camera accessories, especially how difficult it is to adapt Kilfitt lenses and that the "Rear Window" Kilfitt lens was never made specifically with an Exakta mount, we talk about what is a good first camera is, and we get into how I am resisting the urge to collect carbon filament light bulbs and Nixie Tubes. Amazingly, we make it through the nearly 2 hour run time without repeating too much of what's been covered before, and while doing so managed to cover a whole lot of GAS! As always, the topics we discuss on the Camerosity Podcast are influenced by you!  Please don't feel like you have to be an expert on a specific type of camera, or have the level of knowledge on par with other people on the show.  We LOVE people who are into shooting or collecting cameras, no matter how long you've been doing it, so please don't consider your knowledge level to be a prerequisite for joining! The guys and I rarely know where each episode is going to go until it happens, so if you'd like to join us on a future episode, be sure to look out for our show announcements on our Camerosity Podcast Facebook page, the Camerosity Discord server, and right here on mikeeckman.com. We usually record every other Monday and announcements, along with the Zoom link are typically shared 2-3 days in advance. We will be back shortly with our next episode, which is going to be two days before Christmas.  We'll call this one our "holiday eggnog episode" where we recap the year and open up the call in lines for whatever you all want to talk about.  Episode 102 will be recorded on Tuesday, December 23rd at 7pm Central Standard Time and 8pm Eastern Standard Time.  Make sure you set your calendars and look out for the show announcement at the usual locations and be prepared to join us! In This Episode Mike's T-shirt Sorting Techniques / It was Anthony's Idea to Interrogate Mike How did Mike get started? One night on eBay… He shares the cameras he used, and the ones that started his collection The origins of MikeEckman.com It all started with a Nikon EL2, then a Kodak No.1 Autographic Special, Model A An avalanche begins: Argus C3, FED-2, Konica Auto S2 The Meeting of the Bloggers / White Whales Just Keep Coming ‘What the hell is this?” The Hasselblad XPan Mike Damaged a Pentacon Six TL That Was Loaned to Him Flying to LA: Kurt Ingham's Collection Mike's Camera room (Cave? Bunker? Subterranean lair?) Cameras that didn't click for Mike / Konica AiBORG / Leia R8 Continuation/knock-off/replica cameras… Kiev vs FED and Zorki, Minolta Auto Press vs Plaubel Makina, Contax vs Nikon Rangefinders Hidden histories Clarus MS-35, Vokar II, thousands of 6x6 TLRs, and the King Regula Fernando Villava asks Mike about His Favorite Film / Anthony shares his bulk film lucky find William Ponder wants to know if finding accessories leads to discovering cameras The Kilfitt Konundrum that Mike created for Paul / Mark Faulkner's Rear Window Lens / Paul's NASA Lens Will Pinkham wants to know what rarities are on Mike's Wish List Rob Latimer wants to know Mike's Favorite Cameras Vinyl Records, Carbon Filament Bulbs, and Nixie Tubes / Theo wants to know Mike's other interests Cameras that can start a collection, and a good first rangefinder for the SLR shooter Is Mike a foodie? A coffee connoisseur? A traveler? The importance of keeping photography knowledge alive Could there be a Camerosity spin-off some day? Links The Camerosity Podcast is now on Discord! Join Anthony, Paul, Theo, Stephen, and Mike on our very own Discord Server. Share your GAS and photography with other listeners in the Lounge or in our dedicated forums. If you have questions for myself or the other guys, we have an “Ask the Hosts” section as well where you can get your question answered on a future show! Check it out! https://discord.gg/PZVN2VBJvm. If you would like to offer feedback or contact us with questions or ideas for future episodes, please contact us in the Comments Section below, our Camerosity Facebook Group, Instagram page, or Discord server. Order Your Very Own Camerosity Podcast T-Shirt! - https://www.zazzle.com/z/tbykl0hg The Official Camerosity Facebook Group - https://www.facebook.com/groups/camerositypodcast Camerosity Instagram - https://www.instagram.com/camerosity_podcast/ Theo Panagopoulos - https://www.photothinking.com/ Paul Rybolt - https://www.ebay.com/usr/paulkris - https://thisoldcamera.net/ Anthony Rue - https://www.instagram.com/kino_pravda/

VLOG 2 Dec 17 After SDNY's Tricolor presser, Inner City Press asked about role of bank deregulation, Fed cutting 30% of examiners. USA Clayton said Chu's fraud wouldn't have been caught by supervision. 2008 echo. Also asked about NY Luigi Mangione hearing

Is division the new normal at the U.S. central bank? President Donald Trump wants Chair Jerome Powell's successor to push through big rate cuts next year but officials are divided over the Fed's future path. Host Carmel Crimmins is joined by Reuters Fed and economics reporter Ann Saphir to talk politics, economics and what 2026 might bring. Catch Reuters Morning Bid here Want to hear more 2026 predictions from Reuters Breakingviews? Click here  For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement. Learn more about your ad choices. Visit megaphone.fm/adchoices Further listening The Fed and the rest of the world The 'Goldilocks' interest rate What the Fed's interest rate cut means for Americans Learn more about your ad choices. Visit megaphone.fm/adchoices

In the final episode of 2025, Joel Prussky, BMO's OIS and cross-currency trader, joins me to discuss the recent Bank of Canada and Fed policy announcements, potential paths for monetary policy, the outlook for 2026, and his favourite trade ideas. Happy holidays to all! I'll be back with more episodes in the New Year! As always, all feedback is welcome.

US President Trump is to give an address to the nation on Wednesday night, live from the White House at 21:00EST (02:00GMT Thursday). White House Press Secretary said that Trump's address will be about accomplishments, while he will talk about what's to come and maybe tease new year policies.US threatened to retaliate against EU companies over digital tax, while it will use 'every tool' to counter the EU digital tax and may consider fees and foreign services restrictions.US House China Panel wrote a letter to US Commerce Secretary Lutnick, stating that NVIDIA (NVDA) H200 chip sales to China risk US' advantage.US President Trump announced a blockade of sanctioned oil tankers entering and leaving Venezuela.APAC stocks were indecisive for most of the session; European equity futures indicate a slightly firmer cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with losses of 0.6% on Tuesday.Looking ahead, highlights include UK Inflation (Nov), German Ifo Survey (Dec), EZ CPI Final (Nov), NZD GDP (Q3), Speakers including Fed's Waller, Williams & Bostic, Supply from US, Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump is to give an address to the nation on Wednesday night, live from the White House at 21:00EST (02:00GMT Thursday). White House Press Secretary said that Trump's address will be about accomplishments, while he will talk about what's to come and maybe tease new year policies.European bourses are mostly stronger this morning, with US equity futures also posting modest upside.DXY is firmer, the GBP has been hit after the UK's cooler-than-expected inflation report, which near-enough cements a BoE cut this week.Gilts outperform on the UK's data whilst USTs hold a downward bias.Crude benchmarks reverse Tuesday's losses following the blockade of Venezuelan oil tankers and reports of new Russian energy sanctions if Russia rejects the peace deal; XAU and Copper trading with slight gains.Looking ahead, highlights include Fed's Waller, Williams & Bostic, Supply from US, Earnings from Micron, New Zealand GDP (Q3).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Daniel Lam talks about the latest set of US employment and retail sales data, and why it points towards further Fed easing. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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 putting all the pieces together for the new economic system. Gas prices are dropping like a rock. Silver prices are now higher than oil prices. Trump is building a smelting factory in TN to compete against China. The Fed is buying the debt which will destroy the Fed. Is Trump working with Jamie Dimon? The [DS] is losing control, evidence is being dripped out against the [DS]. News is being released against them so they are attacking like a wild animal. The infiltration in this country and other countries was directed by the same [DS] players. They will use this to create chaos WW. Trump knows playbook, meanwhile Trump is dismantling their system world wide. Never interfere with an enemy while they are in the process of destroying themselves. Be prepared. 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"); https://twitter.com/TrumpWarRoom/status/2000567788856119385?s=20 https://twitter.com/KobeissiLetter/status/2000582117294846292?s=20   in mid-2022. Since then, silver prices have surged +206% while oil prices have dropped -44%. WTI Crude is now on track for its worst year since the 2020 pandemic decline, down -20%, while silver is on its best annual performance since 1979, up +115%. We are witnessing a major macroeconomic shift. https://twitter.com/EricLDaugh/status/2000622821697822926?s=20   some stake in the venture. The list includes: Gallium, Germanium, Indium. Antimony, Copper, Silver, Gold, and Zinc. This will be CRITICAL for producing things at home without relying on China, including defense systems and semiconductors. THIS IS HUGE!   https://twitter.com/profstonge/status/2000543866047308139?s=20 https://twitter.com/JoeLang51440671/status/2000587776232739114?s=20  years. They have been directly involved in all kinds of money laundering operations from major drug trafficking to pedophile blackmail rings like Epstein. They have done ALL of this KNOWINGLY. When you KNOWINGLY commit these types of crimes, you are participating in a massive “conspiracy.” Do you see the vulnerability? Hillary was never supposed to lose. Trump became the most powerful man on the planet, the moment he was sworn in as president back in 2017. Trump instantly became a threat to the entire corrupt system and had the military behind him. He took control of the most powerful central bank in the world and also controlled the world's reserve currency. He also controlled the DOJ. Jamie Dimon was vulnerable. But was he “leveraged” by Trump? I believe the answer is yes and the timeline of events proves it. In 2019, precious metals traders at JPM were convicted of manipulating the metals prices by “spoofing.” They would place fake orders, with no intention of taking delivery. JPM was FORCED to pay a fine of almost a billion dollars. That was the moment JPM was captured. And what has happened recently? Jamie Dimon just announced, that for the first time in its history, they have dumped their SILVER shorts and have gone long on SILVER. JPM is the largest holder of physical SILVER in the world at 750 million ounces. That is KEY. That 750 million ounces of SILVER are subject to Trump's Executive Order signed back in December of 2017, that was renewed each year of Biden's presidency. That's not a coincidence. I believe that 750 million ounces of SILVER are going to be the new U.S. Strategic SILVER Reserve. But here's what's interesting and indicates that JPM is now a tool in Trump's hand, taking down the global banking cabal. The SILVER and Gold prices are controlled by two entities. The big bullion banks associated with the LBMA (London Bullion Market Association), which sets the “spot” price of “physical SILVER” in London and the COMEX on Wall Street, that sets the “paper SILVER” price for futures trading. It's a massive derivative market used to manipulate the price, where the same physical SILVER is traded at hundreds of times its worth because most transactions NEVER demand delivery. A truly “fractional” system rampant with fraud. But suddenly something changed on the COMEX. There was a massive increase in demand for physical delivery of SILVER, instead of taking “cash.” Someone was now beginning to hoard physical SILVER. That FORCED the bullion banks in London, to start emptying their vaults and shipping large amounts of SILVER to New York vaults at the COMEX. Guess who owns the largest SILVER vault on COMEX? None other than JPM. And now we know that they were the one demanding physical delivery of SILVER as they were unloading ALL their paper contracts and hoarding physical SILVER. We have watched for months, the flow of physical SILVER leave London and head to New York. The days of the bullion banks controlling the SILVER price are over and their vaults have been emptied, which FORCED them to buy SILVER and drive the price higher. JPM, who had been in cahoots with LBMA forever, just cut the legs out from under them and caused those bullion banks to take heavy losses from their SILVER shorts. JPM trapped LBMA by demanding huge leasing rates for their SILVER supply. That FORCED them to purchase SILVER in order to fulfill orders. That's what helped to end the manipulation of the SILVER price, as JPM went fully long for the very first time. We are just finding out now, that JPM is the bank that caused all the panic at LBMA and ENDED the manipulation of SILVER. We own the most Gold and the most SILVER. Ready for a RESET Political/Rights https://twitter.com/sircalebhammer/status/2000400581316460778?s=20 https://twitter.com/mtracey/status/2000593491089559998?s=20 Just In: Rob Reiner's Son Arrested and Charged in Grisly Murder of Parents Rob Reiner's son, Nick, was arrested on Monday in connection with the murder of the Hollywood director and his wife, Michelle, and booked on $4 million bail. Reiner was open about his son Nick's drug addiction and made a movie about the family's experience with his drug problem. According to The New York Post, Nick Reiner has been charged with murder. The couple's daughter, Romy, found the couple in their home with their throats slashed. The New York Post reported: Source: thegatewaypundit.com https://twitter.com/BreitbartNews/status/2000563249616712181?s=20   with his obvious paranoia reaching new heights as the Trump Administration surpassed all goals and expectations of greatness, and with the Golden Age of America upon us, perhaps like never before. May Rob and Michele rest in peace! https://twitter.com/MikeBenzCyber/status/1700845324942925921?s=20 Reiner said jack after the attempted assassination on Trump. Trump was honest, but still called it “sad” and said “rest in peace.” Did he need to say the other things? Probably not. But why does he have to be nice with the absolute vile shit these people have said? https://twitter.com/amuse/status/2000363854849507441?s=20 https://twitter.com/libsoftiktok/status/2000377216736334189?s=20 https://twitter.com/catturd2/status/2000174373676925123?s=20 One was banned for rejecting a deadly vaccine. The other was imported despite having a deadly ideology. https://twitter.com/ColonelTowner/status/2000517544084488656?s=20   why would anyone do that? That's simple, they want you either dead bc they view you as a useless eater or controlled using fear and psychological operations which equals terror attacks. Insert terrorist here. Operation Gladio proved beyond any doubt you own government will kill you whenever the fuck they want and don't give a shit about the blown back, especially when they own all the guns. Which is a primary goal of the US false flags so they can take ours. It worked so well everywhere else even in New Zealand. But not here. It will never work here and that really pisses them off. Plan accordingly. https://twitter.com/MarioNawfal/status/2000629428838166644?s=20   ISIS hotspot in the Philippines just weeks before the deadly attack. The 2 traveled alone to Southeast Asia, raising major red flags for authorities now investigating possible overseas radicalization. Intelligence sources say the region they visited is linked to ISIS training camps, calling it “a well-trodden path for Islamic State” operatives since 2019. Naveed Akram had been on ASIO's radar since 2019 but was not previously deemed an immediate threat. Officials are now probing whether the suspects were influenced or trained during their time abroad before returning to commit one of Australia's deadliest terror attacks in years. Source: The Daily Telegraph, NY Post https://twitter.com/mrddmia/status/2000432832557289749?s=20 https://twitter.com/nypost/status/2000549271657996678?s=20 https://twitter.com/CynicalPublius/status/2000610717016449275?s=20   blocks, so the jihadists murder Jews with machetes; Then you ban machetes, so the jihadists murder Jews with kitchen knives; Then you ban kitchen knives, so the jihadists murders Jews with large rocks; Then you ban large rocks…. ————————— You seem to be missing the constant component to these crimes, and it ain’t the weapon. https://twitter.com/libsoftiktok/status/2000529088046625122?s=20 https://twitter.com/DC_Draino/status/2000569974755311679?s=20 https://twitter.com/TimOnPoint/status/2000552644402618629?s=20 Brown University has almost 1,000 cameras across campus. No footage. No information. Nothing. – The shooter seemed to have targeted the Vice President of the Republican Club – Person of interest has been released, shooter is still at large. Just wow.They do have a tips line, so why not show the person so people can identify him/her. https://twitter.com/CynicalPublius/status/2000424946816925931?s=20 https://twitter.com/C_3C_3/status/2000413597198123046?s=20 https://twitter.com/C_3C_3/status/2000582226497389052?s=20  , law enforcement recovered two firearms—a revolver and a Glock handgun (described in some accounts as a 9mm with a laser sight)—from the hotel room at the Hampton Inn in Coventry, Rhode Island, where person of interest Benjamin Erickson was detained in connection with the Brown University shooting.  Authorities are investigating whether these weapons are linked to the incident, which killed two students and injured nine others on December 14, 2025.  Erickson was later released as the evidence reportedly shifted in another direction, and the manhunt for the shooter continues. https://twitter.com/FBIDirectorKash/status/2000589113380987097?s=20   pro-Palestinian, anti-law-enforcement, and anti-government ideology. They were allegedly planning coordinated IED bombing attacks on New Year’s Eve, targeting five separate locations across Los Angeles. In the days since, @FBINewOrleans arrested an additional FIFTH individual believed to be linked to this radical TILF subgroup – also allegedly planning a separate violent attack. Outstanding work by our investigators and law enforcement partners @TheJusticeDept . Their work undoubtedly saved countless lives. @FBILosAngeles will hold a press conference later today to share additional details.  The four defendants named in the complaint are Audrey Illeene Carroll, 30, Zachary Aaron Page, 32, Dante Gaffield, 24, and 41-year-old Tina Lai. According to a sworn statement in support of the complaint, Carroll in November presented an eight-page handwritten document to a paid confidential source titled “Operation Midnight Sun” which described a bomb plot. Carroll and Page later allegedly recruited the other two defendants to help carry out the plan, which included them “acquiring bomb-making materials and traveling to a remote location in the Mojave Desert to construct and detonate test explosive devices on December 12, 2025,” the sworn statement alleges.  https://twitter.com/nypost/status/2000627062529228902?s=20 https://twitter.com/WarClandestine/status/2000616790175461455?s=20 https://twitter.com/RamboAndFrens/status/2000614500563918985?s=20 https://twitter.com/TonySeruga/status/2000645622987473142?s=20  the digital director for California Governor Gavin Newsom, a role she has held since around June 2024, leading a small team of three that handles graphic design, social media strategy, and rapid-response content across platforms like X (formerly Twitter), Threads, TikTok, and Bluesky. She is directly responsible for managing and overseeing Newsom’s social media presence. DOGE Geopolitical https://twitter.com/disclosetv/status/2000344607218127143?s=20 José Antonio Kast is very much onboard with Donald Trump. He has repeatedly expressed admiration for Trump’s policies, congratulated him on his election victories, and aligned his own agenda with Trump-style approaches to issues like immigration, crime, and economic incentives. For instance, Kast has publicly wished Trump success in his presidency for the benefit of Chile, Latin America, and the world @joseantoniokast , praised Trump’s ideas on expediting approvals for major investments @joseantoniokast , and endorsed Trump’s tough stance on deportations and sanctions against countries that refuse to accept their nationals back @joseantoniokast . He also condemned the 2024 assassination attempt on Trump and highlighted the loss of life among Trump’s supporters Maria Corina Machado Says Hundreds Of Thousands Venezuelans Will Return Home Once Maduro Goes Venezuelan opposition leader and Nobel Peace Prize Laureate María Corina Machado believes “hundreds of thousands” of Venezuelans will return to their country from all over the world once the socialist Maduro regime goes. “The day Maduro goes, you will see tens of thousands, hundreds of thousands of Venezuelan migrants coming back home from the United States and all over the world,” Machado on Sunday told CBS News. “I mean, our diaspora is desperate to go back to Venezuela. So even from that perspective, it is a win, win situation to have democracy in Venezuela.” Machado arrived in Oslo, Norway last week to receive the 2025 Nobel Peace Prize after spending over a year in hiding facing threats of arrest by the Maduro regime.  Hours later, she confirmed that the Trump administration helped her escape from Venezuela. source: breitbart.com War/Peace https://twitter.com/visegrad24/status/2000607318229286957?s=20 [DS] Agenda https://twitter.com/amuse/status/2000559689873166522?s=20 https://twitter.com/WallStreetApes/status/2000353004281794978?s=20  a perception that I’m quoting now, that forcefully tackling this issue would cause political backlash from the Somali community, which is a core voting block for Democrats” Seriously, how are Democrats not getting raided and thrown in prison https://twitter.com/AwakenedOutlaw/status/2000632685178626084?s=20   Democrat Money Laundering Discovered – Names include Gretchen Whitmer, Jon Ossoff and Cory Booker “It now appears that the six lawmakers have been found to have been heavily involved in money laundering. Investigative Reporter/Citizen Journalist, Bob Cushman, has just released an FEC data analysis that strongly suggests that Mark Kelly, Elissa Slotkin, Jason Crow, Chris Deluzio, Chrissy Houlahan and Maggie Goodlander have been recipients of illegally laundered campaign funds. In the initial investigation, Cushman cites 22 Smurf examples that have “allegedly” contributed almost three million dollars in more than 95,000 separate donations to Democratic coffers. All six members of the Seditious Six have received funds from one or more of these “smurfs” President Trump's Plan New memos show how corruption probe into Clinton Foundation was killed: ‘We were told NO by FBI HQ' Drip, drip, drip: A newly-declassified timeline exposes how the FBI’s investigation of the Clinton Foundation was hamstrung by DOJ leaders while the inquiry into Trump-Russia collusion hoax marched forward. This isn’t the first tranche of evidence pointing to political interference. Atop Republican senator has provided Just the News a timeline written by FBI investigators laying out the repeated political obstruction those agents faced from their own bosses and the Justice Department during the 2016 election and beyond as they probed whether Hillary Clinton engaged in a pay-to-play corruption scheme involving her family foundation. “Field agents were frustrated. But HQ would not let it go forward,” the newly-released and lengthy investigative timeline reveals. “We were trying to explore the [Clinton] Foundation, and we were told ‘NO' by FBI HQ.” Not the first timeline showing interference “Shut it down!” then-Deputy Attorney General Sally Yates is quoted as demanding in the shorter timeline of the politicized barriers that agents in New York City, Little Rock, Ark., and Washington D.C. reported. The shorter timeline — written by a DOJ lawyer assigned to the FBI under former bureau Director James Comey — was secured by top aides to Patel and was obtained by Just the News earlier this year. The newly-released and longer timeline was handed over to Grassley's office by the FBI along with a host of corroborating internal emails and was recently provided to Just the News. Agents struggled for years to investigate Clinton Foundation The longer timeline indicated that questions about the Clinton Foundation's potential criminality were raised as early as April 2010, when there was a “consensually-monitored call between [Redacted] Sant Singh Chatwal” during which there was a “description of conversations with foreign donors (Amar Singh, Lakshmi Mittal, Deepak Chopra, Praful Patel, Subhash Chandra) about giving to HRC.” McCabe stops the Clinton Foundation investigation from moving forward in 2016 The shorter timeline revealed that as early as February 2016, the Justice Department “indicated they would not be supportive of an FBI investigation.” The shorter timeline also shows that, in mid-February 2016, McCabe ordered that “no overt investigative steps” were allowed to be taken in the Clinton Foundation investigation “without his approval” — a command he allegedly repeated numerous times over the coming months. John Huber, Uranium One, and the continued stalling of the CF inquiry The Hill had reported in October 2017 that “before the Obama administration approved a controversial deal in 2010 giving Moscow control of a large swath of American uranium, the FBI had gathered substantial evidence that Russian nuclear industry officials were engaged in bribery, kickbacks, extortion and money laundering designed to grow Vladimir Putin's atomic energy business inside the United States.” The Hill said that “federal agents used a confidential U.S. witness working inside the Russian nuclear industry to gather extensive financial records, make secret recordings and intercept emails as early as 2009 that showed Moscow had compromised an American uranium trucking firm with bribes and kickbacks in violation of the Foreign Corrupt Practices Act.” “They also obtained an eyewitness account — backed by documents — indicating Russian nuclear officials had routed millions of dollars to the U.S. designed to benefit former President Bill Clinton's charitable foundation during the time Secretary of State Hillary Clinton served on a government body that provided a favorable decision to Moscow,” The Hill reported. Source: justthenews.com https://twitter.com/WarClandestine/status/2000621732932039106?s=20  solved by asking nicely. Unprecedented circumstances require unprecedented action. It's time for Trump to invoke the Insurrection Act, deploy the US MIL to every city in America, safeguard the public, completely uproot the Left-wing terrorist network, deport the illegals, secure elections, arrest the traitors who are responsible for all this, and save the Republic. https://twitter.com/drawandstrike/status/2000020569731809454?s=20   known as ‘The Federal Judiciary’ and the ‘The United States Congress’ to become actual America First branches of the federal government. This is not as easy as I make it sound just typing that out. It’s been a hard slog for Trump and his Dream Team Cabinet to get the Executive Branch where it now is after 11 months. We’re almost to the point the Insurrection Act can be invoked and most of the US Congress and a significant part of the federal judiciary can be arrested and replaced. 2026 is going to be quite awesome. https://twitter.com/EricLDaugh/status/2000686487352877517?s=20 https://twitter.com/MJTruthUltra/status/2000666864020808164?s=20 https://twitter.com/AwakenedOutlaw/status/2000329752251654517?s=20  . Oh, and note how matters regarding Tina Peters is coming to a head in parallel. Do you think that’s just happenstance? (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");

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.

Thank you to our sponsors, Mantle!On this episode of Bits + Bips, hosts Ram Ahluwalia, Austin Campbell, and Chris Perkins are joined by Elisabeth Kirby, Head of Market Structure at Tradeweb, for a wide-ranging conversation about the future of crypto markets — and who will control them. They unpack why US market structure legislation stalled, how the SEC's enforcement-first approach shaped the last cycle, and what it signals that JPMorgan, BlackRock, and others are moving forward with tokenization.  The group debates whether Ethereum's institutional edge is durable, whether Canton can scale beyond early adopters, and why Solana's “decentralized Nasdaq” vision still faces hard questions. The episode closes with a sober look at macro conditions, risk appetite, and why crypto may be stuck waiting, even as the long-term institutional thesis quietly strengthens. Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Elisabeth Kirby, Head of Market Structure at Tradeweb Links: The S.E.C. Was Tough on Crypto. It Pulled Back After Trump Returned to Office. Timestamps:

Let's talk about Trump's indecisiveness hitting the Fed....

Guy Adami and Liz Thomas from SoFi discuss the impact of recent Federal Reserve decisions on the market. They analyze the Fed's dovish rate cuts and the implications of its plans to buy $40 billion in treasuries. The conversation shifts to the underperformance of Bitcoin despite expectations for a boost from the Fed's liquidity actions. They explore broader market trends, including the recent Empire Manufacturing Survey's dismal results, and upcoming significant economic data releases such as the unemployment rate and CPI numbers. The episode concludes with insights into the potential future of the AI revolution and its market implications for 2026. Timecodes 0:00 - Fed Speak & BTC 6:15 - Data Talk 13:20 - Jobs/Inflation 19:00 - AI Revolution —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On Tuesday, a sprawling two-part Vanity Fair piece built from more than a dozen interviews with Susie Wiles, President Trump's chief of staff, dropped online. It is, without exaggeration, one of the most revealing portraits of an active White House power broker I can remember. Wiles describes Trump as having an “alcoholic's personality,” a striking characterization given his lifelong teetotalism. Trump, notably, did not dispute it. He later confirmed the description himself, calling it aggressive, possessive, and myopic.Wiles also took shots across the bow at several major figures. She labeled Elon Musk an “odd duck,” dismissed his politics, and triggered a very public response that included Musk taking a drug test near my own neighborhood to rebut claims of ketamine use. She endorsed JD Vance as the likely Republican nominee in 2028 while simultaneously describing his MAGA conversion as politically convenient. On Epstein, she confirmed Trump's name appears in the files, contradicted Trump's claims about Bill Clinton, and slammed Attorney General Pam Bondi's handling of the document release as a total failure. These were not slips. They were deliberate disclosures from someone who understands power intimately.Perhaps most telling was Wiles's admission that some Trump-era prosecutions look vindictive and that Venezuelan boat strikes were intended to pressure Nicolás Maduro politically, not just disrupt drug trafficking. That level of candor is rare. It reframes policy decisions as leverage rather than law enforcement, and it explains why the article landed like a grenade inside Republican circles.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.A Cooling Jobs Market and a Complicated Economic PitchAway from the media drama, the November jobs report offered something for everyone but reassurance. Payrolls grew by 64,000 jobs, better than feared but far from robust. Unemployment climbed to 4.6 percent, the highest level in more than four years, signaling a labor market that is cooling but not collapsing. The Labor Department flagged unusual data uncertainty due to the government shutdown, muddying trend lines even further.Supporters of the administration argue that private sector employment remains solid and that government job losses were inevitable given debt and deficits. Critics counter that Trump ran as the “economy man,” and this is not an economy that inspires confidence. Manufacturing and professional services continue to contract, while gains are concentrated in health care and education. The Fed's recent rate cut looks justified, but the promised “golden age” is difficult to sell when affordability remains front and center for voters.A Prime-Time Address and the Politics of the MomentAll of this sets the stage for Trump's prime-time address from the White House, scheduled for Wednesday night. Officially, there is no news hook. Unofficially, this looks like a straight-to-camera year-in-review and year-ahead speech, a nakedly political address designed to reset the narrative as he approaches the midpoint of his second term. If there were a major announcement, such as a Russia-Ukraine breakthrough or a stimulus package, it would not stay secret. The absence of leaks suggests there is no surprise coming.At the same time, Speaker Mike Johnson is facing an internal revolt over expiring Affordable Care Act subsidies. Moderates in swing districts are desperate for a vote they can point to, even if it fails. Hardliners insist on abortion-related restrictions tied to the Hyde Amendment, and leadership is frozen. With discharge petitions circulating and Trump's own political strength under scrutiny, Johnson's power is only as strong as Trump's grip on the conference. Right now, that grip looks uncertain.Chapters00:00:00 - Intro00:01:23 - Susie Wiles in Vanity Fair00:04:49 - Kirk Bado on Susie Wiles00:35:30 - Update00:37:14 - Jobs Report00:39:43 - Trump's Primetime Address Announcement00:44:04 - Mike Johnson and the ACA00:50:37 - Kirk Bado on Nuzzi/Lizza and More01:13:57 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe