Podcasts about fed policy

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the one question you should ask if you want to have a caring company. Segment 2: Philippe Weiss, President, Seyfarth at Work, joins John to talk about how companies can turn a crisis into a business advantage. Segment 3: Phillip Shaw, Wealth Advisor and […]

The Inside Economics team is joined by colleague and CPI guru Matt Colyar to discuss August's CPI inflation report, which came in a touch hotter than expected. Mark ranks his top four inflation culprits, and the team weighs in. Next week's Fed meeting is top of mind, and there's some disagreement about the likelihood of a Fed rate hike.Guest: Matt ColyarTo access Mark and Matt's paper The Fed's Inflation Drama, click here: https://www.economy.com/getfile?q=0944A835-CD53-4092-ADD2-B22EEC4A45D3&app=downloadHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lee Hardman, Senior Currency Analyst, and Seiko Kataoka Fisher, Director in Japanese Customer Sales for EMEA in London, discuss potentially spillovers for the FX market from the accelerating bond market sell-off. How will upcoming BoJ and Fed policy meetings impact the JPY and USD?

Market Complacency, Private Credit, FOMO Insurance. Fed Policy, Bond Buybacks, Operation Twist. Commodity Crunch, Hidden Volatility, Market Sinkhole – want more? Listen to this episode and you may find out about what lurks underneath the surface… Looking into the WHO CARES economy with our Guest- IBKR's Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm's trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm's holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker.  He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence.  Much of Steve's career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron's and made numerous live appearances on Bloomberg TV and Radio, CNBC. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (GLD), (SLV),(AAPL), (BX), (CVX), (GOOGL), (IBM), (IBKR), (META), (MSFT)

Welcome to the Daily Investing Podcast with Kip Herridge. In today's episode, Kip Herriage breaks down a turbulent day in the markets, discussing why rising oil prices and geopolitical tensions are fueling fear among investors. He tackles the debate over potential Federal Reserve rate hikes, arguing strongly against tightening monetary policy in response to the current oil shock and examining the political angles at play. Despite weak market internals and negative sector performance, Kip Herriage remains optimistic about the months ahead, pointing to robust corporate earnings, the long-term potential of AI, and historical strength in the fourth and first quarters as reasons for investors to stay the course. Stay tuned as we unpack today's market action and set the stage for the opportunities that lie ahead.

Bank of England Governor Andrew Bailey says the UK is not yet experiencing significant second-round inflation effects, citing a softening labor market. He spoke to Bloomberg's Lisa Abramowicz on the sidelines of the Jackson Hole Economic Symposium, ahead of the central bank’s next interest-rate decision on September 17th.See omnystudio.com/listener for privacy information.

Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss FX Corporate Sales to discuss the key takeaways from the Jackson Hole speech by Fed Chair Kevin Warsh. Derek also discusses the fleeting USD debasement focus following the UST bond buyback announcement earlier in August and the implications of the speech by BoJ Deputy Governor Himino.

Earnings are driving markets. Hear our experts explore what slower growth, easing inflation, and higher rates may mean.

Federal Reserve Bank of Kansas City President Jeff Schmid said monetary policy may be accommodative rather than restrictive, citing underlying demand pressures that could justify a rate hike as soon as September 16. Schmid rejected the idea that the October 28 meeting is off the table due to the midterm election. Speaking with Bloomberg's Michael McKee on the sidelines of the Jackson Hole Economic Symposium, he also addresses the future of the central bank’s communications and meeting schedules.See omnystudio.com/listener for privacy information.

With US growth holding up and inflation still running above target, investors are weighing whether the Federal Reserve needs to tighten policy further or can afford to stay on hold. Drew Matus, chief market strategist at MetLife Investment Management, joins Bloomberg Intelligence chief US interest-rate strategist Ira Jersey to discuss this and more on this Macro Matters edition of the FICC Focus podcast. Matus argues that rate hikes would do little to address the forces currently supporting inflation while risking unnecessary damage to the broader economy, and explains why he expects the Fed to remain on hold. The two also discuss how the AI investment boom and household wealth effects are supporting US growth, why Matus sees AI as a potential source of job creation and productivity gains, and where those benefits could create opportunities across emerging markets and Japan. They also examine global fixed-income valuations, geopolitical and oil-market risks and why clearer rules governing the relationship between the Treasury and Fed — including the composition and size of the central bank's balance sheet — could ultimately reduce uncertainty for markets. The Macro Matters podcast is part of BI's FICC Focus series.

Markets are watching Nvidia earnings as AI demand and data center spending keep tech in focus. Plus, Target, Starbucks and Nike test whether experienced leaders can deliver successful turnarounds. Later, PCE inflation, interest rates and Fed policy keep investors focused on the next move for markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Raj Patel discusses the risks that rising bond yields could pose to stocks. He explains why he expects the Fed to remain on hold and highlights AI spending as a key driver for technology and the broader market. Patel also argues that recent consumer weakness reflects a temporary soft patch, not a major slowdown.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website, to break down the technical setups driving precious metals, commodities, and broad equity markets. Precious Metals & GDX Pullback Levels: A technical look at the sharp rebound in gold and gold equities following a multi-month base, along with the critical moving averages to watch to determine whether this move is a sustainable uptrend or an overextended bounce facing resistance. Copper Equities Playing Catch-Up: Analysis on the consolidation in copper stocks following major long-term runs, the impact of recent tech deleveraging, and why emerging chart patterns signal actionable opportunities on pullbacks. Broad Market Resilience & Market Breadth: Discussion on major indexes reaching new highs, the expanding participation across equal-weight indexes and small caps, and what the US Dollar breakdown means for broader risk assets. Fed Policy & Election Season Dynamics: An evaluation of shifting interest rate expectations, Fed communication strategy, and how upcoming midterms could introduce tactical volatility. Tech Sector Rotation: Where capital is rotating within the AI ecosystem, examining the divergence across software, hardware, and mega-cap leaders. Stocks & Tickers Mentioned: GDX, GDXJ, SIL, SILJ, TGB, HBM, SCCO, COPX, IWM, RSP, SPX, TLT, DXY, MSFT, AMZN, GOOGL, AAPL   Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot    ---------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Segment 1: Mark Hamrick, journalist, economic analyst, author of ‘The Hamrick Brief‘ on Substack, joins John to talk about the latest data on inflation, how may people use a credit card to pay for groceries, and the likelihood the Fed raises rates in September. Segment 2:  Mike Spriggs, Head of Consumer Insights at Fiserv, joins John Williams […]

Cory Fleck and Shad Marquitz reconnect after a brief summer break to digest the latest price action across the commodity space. They take a close look at what's driving the current market grind and where key sectors could be heading as the seasonal lull plays out. Key Discussion Points: Summer doldrums in full effect: Why low liquidity and quiet trading volume are keeping precious metals and broader commodities stuck in correction territory. Fed policy and bond market realities: What rising ten-year yields mean for dollar strength and metals momentum. Gold and silver chart setups: Looking at whether precious metals are quietly building a floor or just pausing before another leg lower. Copper resilience versus equity lag: Why physical copper price action has stayed sturdy while copper stocks continue to drag. Energy market wildcards: How ongoing geopolitical tension, crude swings, and shifting supply lines affect oil, and longer term potential future demand for natural gas, uranium, and critical minerals. Navigating junior mining stocks: What investors need to keep in mind regarding cash burn, drill results, and tight financing conditions.   Please let us know your thoughts in the comments or through email! Our email addresses are Fleck@kereport.com and Shad@kereport.com       ----------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this Daily Editorial, we chat with Joel Elconin, co-host of PreMarket Prep and founder of the StockTrader Network. With market swings picking up after a busy week of economic news, Joel unpacks the aftermath of yesterday's Federal Reserve announcement, the latest moves in big tech, and how he's managing risk in his own portfolio right now. Key Discussion Points: Fed Decision Fallout & Rate Outlook: Joel gives his take on yesterday's Fed meeting, why Powell's comments rattled traders initially, and why he thinks rates might stay put much longer than the market expects. Forced Selling & Deleveraging Spills: A look into the recent forced liquidations across over-leveraged hedge funds, and how institutional buyers stepped in to snag heavily discounted tech names. Big Tech Earnings & the ETF Rebalancing Effect: Why Microsoft's earnings rebound caused unexpected collateral damage in unrelated software stocks due to rigid index weighting rules. AI Market Expectations vs. Reality: Sorting out the spending hype around hyper-scalers, evaluating the "picks and shovels" trade, and why companies are realizing AI still can't replace core human talent. Sector Rotations & Portfolio Strategy: Joel breaks down the move into value and defensive plays, key technical levels to watch on the S&P 500, and his rules for taking profits into market strength.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Markets are navigating a pivotal stretch as investors weigh AI spending, earnings and a Federal Reserve expected to keep rates on hold. Plus, enterprise AI demand, memory growth and infrastructure investment continue reshaping opportunities across technology, cloud computing and data centers. Later, sector rotation, geopolitical risks and uncertainty around inflation and interest rates keep investors focused on where the next market leaders will emerge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we provide a mid-summer update on the Middle East, AI, inflation, Fed policy, and market dynamics. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode here The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*See omnystudio.com/listener for privacy information.

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John for a spirited chat revisiting last week’s conversation about minimum wage not being a living wage, and to discuss the importance of developing lower level employees to keep a company’s foundation strong. Segment 2: Phillip Shaw, CFP, Senior Advisor, Goldstone Financial Group, joins John Williams to […]

  Speakers:  Jay Barry, Head of Global Rates Strategy Michael Feroli, Chief US Economist Samantha Azzarello, Head of Content Strategy   This podcast was recorded on July 20, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5371657-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

A Bloomberg opinion column on July 20, 2026 argued for tighter Federal Reserve policy, putting the FOMC and Chair Jerome Powell in focus. Tighter conditions would operate through higher policy rates and quantitative tightening, affecting bank funding costs and credit availability. Small and midsize businesses could see stricter lending standards, more expensive working capital, and slower approvals. Venture-backed companies would face compressed valuation multiples, longer fundraising timelines, and more bridge financing. Customers may slow purchases in rate-sensitive sectors, lengthening sales cycles and raising procurement hurdles. Founders can prepare by fixing more debt, building liquidity buffers, diversifying banking, and prioritizing efficient growth while monitoring upcoming Fed communications and data.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry.Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending.  Use code REALVISION at Monarch.com to get your first year half off at just $50.  Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup.00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect08:17 - Oil Outlook: Why the Hormuz Shock Never Became a Crisis10:19 - Strait of Hormuz Bypass Trade and China's Oil Buying Strike13:03 - Why Iran Has Already Lost Leverage Over Hormuz20:48 - Meta, AI Compute Demand, and Why CapEx Isn't Slowing Down22:57 - Korea Exports, HBM Demand, and the Next Leg of the Memory Trade26:44 - Samsung Earnings, Hynix Listings, and What Comes Next for AI Stocks#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics

In this edition of The KE Report, I sat down with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack another full week of macroeconomic data.  We focused on the US jobs report, GDP estimates for Q2, the mid-week European central bank meeting where Kevin Warsh spoke, the shift to an annual review of the Mexico/Canada/America (“MCA”) trade agreement, further geopolitics effects of tariffs and the Strait of Hormuz supply shock, and how all of that factors into interest rates, currencies, and international markets.   Key Discussion Points:   Jobs Report Metrics Come In Weaker Than Expected: The Bureau of Labor Statistics announced that the US added just 57,000 jobs in June, a slowdown from previous months and below the 113,000 economists expected. The unemployment rate, however, ticked down to 4.2%, below the expected 4.3%. Marc gets under-the-hood and looks at the nuances of the regular revisions to the jobs data, the nature of the data collection and inherent challenges with getting it all in a timely basis, and how the low participation rate effected the unemployment rate. The Atlanta-based GDP Now Forecasts ~1.2% GDP Growth in Q2:  While this number is also subject to revision when the official number comes out, and is contrast to Bloomberg's 2.2% GDP growth estimate, it highlights a reduction in growth in Q2 versus Q1. When contrasting the 1.2% GDP growth estimate versus the May inflation reading at 4.2% area, some economists point to negative growth in “real” inflation-adjusted terms and point to this being stagflation.   Marc weighs in on the conversation and is less convinced of the economy being in that kind of dire stagflationary pressure, and lays out the case for steady growth and how different segments of the economy are in different situations. Inflation Expectations and Fed Policy: A few weeks after Fed Chair Kevin Warsh's debut meeting, and after getting more comments from him this last week at the European Central Bank Forum, the market is pricing in a hawkish trajectory for the end of the year; with 1.5 hikes prices in. This is affecting the short-end of the bond yield curve, while the longer-dated treasury yields are flattening. Mark weighs in on the key takeaways in these trends as well as where "real" inflation-adjusted interest rates are coming in. International Market Movers:  Widening the scope beyond US markets, we discuss interest rates, currencies, and stock markets abroad from Europe to Asia, and the trends and moves by specific countries that have Marc's attention. Mexico/Canada/America (“MCA”) Trade Agreement Goes To Annual Review: Marc highlights that now that July 1st deadline has come and gone, the MCA is still intact, but now goes to an annual renewal and review for the next decade.  This brings up the larger discussion around North American trade and economies of scale between the 3 countries, and the benefits of the MCA versus bilateral trade agreements. Strait of Hormuz Supply Shock Effects Multiply: While the MOU for the ceasefire between the US and Iran is on unsure footing, there has been a significant drop in crude oil prices over the last couple of weeks, easing some future inflation expectations.  However, the resulting supply shock in fertilizers and pesticides, had an impact on farming in a year where the warmer weather effects from El Niño are anticipated to result in lower food yields.  This is one of the big themes Marc will be watching for the balance of this year and setting up for 2027.   Click here to visit Marc's site – Marc To Market – https://www.marctomarket.com/     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Brian Szytel recaps a Wednesday session that began with a recovery bounce led by technology as interest rates and WTI fell, but the rally fizzled and selling in tech resumed while value names held up better. He says markets are digesting valuation pressure with stocks trading around 22–23x earnings and uncertainty around the Strait of Hormuz and U.S.-Iran negotiations, which could affect oil prices. He highlights the 2s/10s spread flattening from about 80 bps earlier in the year to about 26 bps, suggesting slowing growth and potential Fed policy risk as inflation remains a concern; markets imply a high chance of at least one rate hike by year-end. The key data point was weak May new home sales (580k vs 640k expected) and elevated unsold new-home inventory at 9.4 months amid high mortgage rates. 00:00 Market Bounce Fizzles 00:44 Valuations and Oil Risk 01:35 Yield Curve Warning Signs 02:00 Fed Policy and Rate Hike Odds 03:15 Listener Question on Spreads 04:03 Housing Data Miss 05:11 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, joins John to talk about the latest on the war with Iran and the price of oil, where the market trends are going, why he’s encouraged by the broadening of the market, the price of housing, what he’s expecting for interest rates and inflation, and […]

Nouriel Roubini, Roubini Macro Associates chairman and Hudson Bay Capital senior economic strategist, says he expects US inflation to slow down and the economy is being powered by the tech boom and not Federal Reserve policy. See omnystudio.com/listener for privacy information.

Arlan Suderman of Stone X is our guest. We kick things off with talk that China may buy more soybeans and what that country's commitments are and how skeptical we may be. Then we dig into the Iran peace deal and what we know and don't know. Finally, we talk about the new Federal Reserve chair and why Kevin Warsh may fade into the background and what that means for markets.

Last Wednesday's CPI report, while not a surprise, still showed a year-over-year inflation rate of 4.2% - higher than in any month since April, 2023. For investors, this raises a number of questions. First, is this the peak for U.S. inflation and, if it is, how fast will inflation fall from here? Second, are we looking at the right inflation rate, anyway, given differences between CPI and PCE deflators, headline and core measures and the new Fed Chairman's preference for trimmed mean and median readings?

Liz Ann Sonders and Collin Martin discuss the recent wave of IPO hype and the surge in investor interest driven by high-profile listings and large valuation headlines. They explain why headline market caps can be misleading, emphasizing the importance of float-adjusted valuations and how much stock is actually available to public investors. Despite attention-grabbing figures, the impact of these IPOs on major indexes like the S&P 500® may be smaller than many assume. Liz Ann and Collin discuss how potential changes to index inclusion rules, including shorter eligibility timelines and flexibility around profitability requirements, could alter how quickly newly public companies enter major benchmarks. In addition, they highlight structural dynamics such as lockup expirations and the gradual increase in share float over time, which can influence trading behavior well after the initial offering. Behavioral factors also play a central role in the discussion. Liz Ann revisits the risks of speculative investing, noting how FOMO and a "casino-like" market environment can lead investors to chase IPO hype rather than consider long-term portfolio fit. They stress the importance of discipline and context when evaluating new investment opportunities. The conversation then shifts to the broader macro backdrop, including the Federal Reserve's policy outlook and recent movements in the bond market. Collin outlines the Fed's likely wait-and-see approach amid rising inflation, noting that while the balance of risks has shifted, a single rate move may not signal a broader trend. They also discuss the potential impact of Fed decisions on long-term yields and overall market stability. Finally, Liz Ann and Collin preview upcoming economic data releases, including inflation reports, labor market indicators, and sentiment surveys, and discuss what they'll be watching in the week ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions (0626-THZL)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.  Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada. In this podcast, we discuss: Neil's Wall Street "Origin Story" The Four Pillars of Economic Analysis The Real Income Squeeze AI, RSUs, and State Tax Revenues Pervasive Optimism and Reflexivity Risk The Fed's "Path of Least Resistance" The Warsh Nomination and Forward Guidance Productivity Boom or Demand Story? AI's Wealth Effect Beyond Accounting The 2027 Fiscal Headwind Substack vs. Institutional Research

In this episode of The Wrap, Chris Whalen reveals bank incomes are up but the real story is the trading side of the house driving earnings, not lending, as deposits grow faster than assets forcing banks into trading operations. He warns private credit default rates have hit a record 6%, nearly 10 times worse than bank default rates, signaling the end of the credit cycle as non-banks now lead lending. Whalen predicts double-digit inflation remains likely, expects QE5 to come despite Warsh's denials since the Fed balance sheet must grow proportionally with federal debt, and argues Fed policy is losing efficacy against external war-driven inflation that raising rates won't fix. He discusses massive housing consolidation and M&A deals coming as mortgage lenders face crushing higher rates, details how private equity is rolling up every service provider imaginable (plumbers, electricians, dentists, oncologists) and "screwing them up terribly," warns TIPS aren't reflecting true inflation, and predicts major housing lender mergers between now and year end. Whalen maintains his thesis that the Fed doesn't control long-term rates and that shrinking the balance sheet would be more effective than raising the Fed funds rate, argues the AI momentum trade is crowded and silly, and expects no action from the Fed in June but potential rate hike language removal from statements. Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrap or call 855-573-0817Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira847Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 Introduction - Bank Income Up, Stocks Sideways01:00 Banks recap5:06 Private credit default rate record 6% - 10x worse than banks6:14 Who's most exposed to private credit losses?7:36 Reversal in low rate environment impact9:39 Kevin Warsh and Fed balance sheet strategy10:01 Double-digit inflation still likely?10:40 What were worst impacts of QE?11:00 Housing was the headline impact of QE12:43 Fed housing subsidy went outside their mandate12:51 Fed is progressive institution out of control13:49 We may be closer to QE5 than Bessent knows15:05 Fed balance sheet must grow with federal debt16:04 New leadership - what about Fed funds rate?16:18 Potential for cut or hike?18:06 Base case still stagflation?20:12 Private equity excess cash looking for yield22:10 Politics of housing affordability daunting23:35 Viewer questions - TIPS24:26 Municipal bond default risk 26:24 Why higher inflation won't drive down gold28:42 AI craziness - momentum market29:31 Trump wanted cuts but prospects disappearing29:54 June FOMC - don't expect action31:20 Fed balance sheet more important than Fed funds rate33:11 Next week - bank report Monday

George Papazov from TRADEPRO Academy joins Kyle for a wide-ranging conversation about trading, decision-making, market uncertainty, and the changes happening inside TradePro.George shares what's new at TradePro Academy, including the move away from Discord, the launch of a cleaner community platform on Circle, and a simplified one-price membership structure. He also talks about how the trading education space has changed, why traders often overload themselves with too much information, and why simplifying your process can make decision-making easier.Kyle and George also dig into order flow, the current market environment, the challenge of trading around geopolitical headlines, the role of AI in trading workflows, and the weird reality of trying to make decisions when every trade has an unknown outcome.And because it's George, the conversation also includes OnlyFans jokes, Florida iguanas, hockey, housing, Murphy's Law, and why saying “please” to AI might be a future-proofing strategy.Subscribe, share and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!Chapters:00:00 — Cold Open & Introduction: Raining Iguanas02:01 — What's New at TRADEPRO Academy09:08 — Simplifying Trading & Avoiding Decision Fatigue15:22 — Trading Scars, Stops & Disqualifying Bad Trades20:05 — How George Trades Today: Portfolio Approach & Day Trading21:23 — Using Order Flow in a Headline-Driven Market25:04 — Bonds, Fed Policy, Housing & the Move to Florida33:52 — Florida Life and the Iguana Rain Story37:31 — AI in Trading, Automation & the Future of Intelligence45:28 — Where to Find TRADEPRO Academy & Closing ThoughtsSponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**To contact us, you can email us directly at bandoftraderspodcast@gmail.comCheck out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!George Papazov:George founded TradePro Academy in 2012 to inspire educate and empower at-home traders and investors. A self-made millionaire and entrepreneur, Papazov's self-published book Path to Profit: A Trader's Journal reached Amazon bestseller lists. With seven years of work for a major international bank, he is now an industry leader in trading currencies, stocks, options and futures. Papazov provides a daily Morning Market video update on YouTube, covering topics from OPEC and interest rates to stock updates and breaking market news. His popular video training tutorials include the TradingView Tutorial and How to Use Fibonacci Retracements.Follow George on TwitterFollow TRADEPRO on TwitterTRADEPRO YouTubeAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Federal Reserve Bank of St. Louis President Alberto Musalem says he thought the easing bias was no longer consistent with the balance of economic risks at the FOMC's last meeting. He speaks with Bloomberg's Stephanie Flanders at a central banking conference in Iceland.See omnystudio.com/listener for privacy information.

Geopolitics and a tentative ceasefire are reshaping risk premiums across energy and bonds. Ben Emons highlights easing conflict fears, while warning the Fed may shift to neutral as growth stays strong and inflation pressures persist.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

James Czerniawski talks about the key takeaways from Walmart's (WMT) earnings after guidance came in softer than expected. However, he adds that they are doing well on the ecommerce side of their business and have a lot of opportunities to grow. James also covers how to navigate the current market environment and whether the Fed policy will change under Kevin Warsh's leadership. James Czerniawski talks about the key takeaways from Walmart's (WMT) earnings after guidance came in softer than expected. However, he adds that they are doing well on the ecommerce side of their business and have a lot of opportunities to grow. James also covers how to navigate the current market environment and whether the Fed policy will change under Kevin Warsh's leadership.

In this Friday Daily Editorial, I sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, to recap this week's economic data, shifting monetary policy, and global market dynamics. Marc provides a comprehensive look at how the US economy continues to defy expectations and outpace international peers, while exploring what these structural shifts mean for global markets.  Key Discussion Points: The Resilience of the US Economy: A look at the surprising strength of the Flash PMI data for May, the underlying drivers behind the Atlanta Fed's 4.3% GDP nowcast, and how the massive CapEx boom in data centers is fueling these numbers. The K-Shaped Consumer Dilemma: An analysis of the clear disconnect between robust GDP growth and record-low consumer confidence. A New Era for the Federal Reserve: Thoughts on Kevin Warsh being sworn in as the new Federal Reserve Chairman, how his leadership signals a departure from the Bernanke-Yellen-Powell continuum, and why a rate hike is fast becoming the market's base-case scenario. Global Currency & Bond Market Shifts: An examination of the widening gap between the US Dollar and other major G10 currencies like the Euro and Sterling, alongside an explanation of the recent bond liquidations by foreign central banks. Gold's Technical Consolidation: A technical evaluation of gold's current trading range, its failure to hold key support levels, and what it will take to restore bullish confidence in the metal.   Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   ------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today's macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.

In this episode of Soar Financially, Clive Thompson, a retired Swiss wealth manager with 50 years of experience, reveals the real strategy behind a potential gold revaluation reset. Could the U.S. use a massive gold price reset to erase its debt?We explore the brewing battle between Trump and Powell, the Fed's next move, and why Jerome Powell's sudden exit could spark a gold and equity market boom. From Basel III and COMEX deliveries to Bretton Woods 3.0 and dollar devaluation, Clive connects the dots between central banks, debt relief, and gold manipulation.#Gold #Powell #debtcrisis

Marc Cox is joined by White House Deputy Press Secretary Kush Desai to highlight recent economic indicators the administration argues show continued strength, including low jobless claims, steady GDP growth, rising business investment, and wage gains. Desai emphasizes the administration's view that economic momentum remains strong despite what he describes as temporary disruptions tied to Iran and energy markets. The discussion shifts to President Trump's new retirement savings initiative aimed at expanding access to federal-style investment accounts for lower-income Americans, which Desai frames as a major wealth-building reform. Cox and Desai also address rising gas prices, interest rate policy under the Federal Reserve, and the administration's push for a new Fed chair to lower rates and stimulate investment. The segment closes with reaction to the Supreme Court's Voting Rights Act decision and its potential impact on redistricting and upcoming midterm elections. #KushDesai #WhiteHouse #TrumpEconomy #JoblessClaims #FederalReserve #InterestRates #VotingRightsAct #Redistricting #EconomicPolicy #Midterms

How will President Trump's nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs' Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh's potential approach to monetary policy, balance sheet, and communications. This episode was recorded on April 27, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Taylor Riggs breaks down the economic fallout from escalating tensions in the Strait of Hormuz, explaining how disrupted shipping and potential blockades could pressure oil markets while ultimately hurting Iran more than the U.S. She points to futures pricing as evidence markets expect limited duration conflict, while noting continued strength in equities driven by earnings and AI investment. The discussion also shifts to Federal Reserve policy, where Riggs criticizes political grandstanding in Senate hearings and defends the Fed's mandate of inflation control and employment stability over political commentary. She also explains gas price behavior, highlighting how margin lag at the pump delays price relief for consumers even as wholesale oil prices move. Hashtags: #TaylorRiggs #OilMarkets #Iran #StraitOfHormuz #FederalReserve #Inflation #EnergyPrices #Economy #Markets #FoxBusiness

Make sense of a market that never seems to slow down as Wes Moss and Jeff Lloyd connect the dots between headlines, history, and investor behavior. This episode of the Money Matters Podcast puts market swings, S&P 500 highs, inflation, and Federal Reserve policy into a steady, long-term perspective. See how geopolitical tensions, election cycles, and nonstop news may stir stock market volatility, and compare the recent rebound, including an 11-day return to all-time highs and a wave of 2026 S&P 500 records, to patterns seen over decades. Understand what the VIX (Volatility Index) and shifting investor sentiment may signal, from moments of panic to the relief that has been associated with rebounds. Put everyday finances into context by looking at 2026 tax refunds, rising gas prices, and how households tend to adjust spending. Connect Federal Reserve policy, inflation targets, and potential Fed Chair nominee Kevin Warsh's diversified holdings across AI, fintech, biotech, private equity, and youth sports to the broader economic picture. Explore how private equity may be influencing areas like youth sports and how companies like Allbirds are pivoting toward artificial intelligence to keep up with changing trends. Looking for a calmer, more grounded way to think about today's markets? This episode is for you. Listen and subscribe to the Money Matters Podcast for more context-driven conversations each week.

As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, central bank policy, and risk assets.** We apologize for the less-than-optimal audio, Andreas was traveling and will be back in his normal setup next week **

Track how fast-moving headlines, economic signals, and everyday costs intersect in this episode of the Money Matters Podcast with Wes Moss and Jeff Lloyd. Connect market volatility, Federal Reserve policy considerations, and real-life spending trends to evaluate how they may influence financial planning over time. Key Topics Covered in This Episode • Analyze market volatility by connecting weather swings, breaking news, and geopolitical developments to investor sentiment. • Evaluate Federal Reserve policy alongside oil prices, inflation data, and stagflation risks. • Review inflation and consumer costs, including gasoline, groceries, and mortgage rates, to understand their relationship to household pressure and rate decisions. • Compare market uncertainty with prior tariff-driven volatility and examine how expectations may shape oil and equity market reactions. • Explore historical market trends to contextualize selloffs and conditions often associated with recoveries. • Examine March Madness economics, including bracket odds, workplace productivity loss, and behavioral decision-making. • Assess rising cost-of-living pressures and their role in a rising consumer stress indicator. • **Analyze lifestyle trends like **pickleball and their potential implications for healthcare-related costs. • **Recognize retirement planning **behaviors and how written retirement plans and long-term consistency may correlate with financial confidence and satisfaction. Why This Episode Matters Stay informed on the financial trends related to markets, inflation, spending, and retirement considerations in a changing environment. Listen and subscribe to the Money Matters Podcast for timely, data-informed perspectives designed to support more informed financial decision-making.

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and global markets. Plus, what it means for US-China relations if Trump decides to stay in Washington and and preview a pivotal week for central banks, including decisions from the Federal Reserve, European Central Bank, and Bank of Japan. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send a textRyan Pineda hosts a debate between co-host Brian Davila and guest Michael Zuber as they clash over the best path to building wealth in 2026, covering real estate investing, entrepreneurship vs. W2 income, the housing market, AI's impact on jobs, and the balance between financial success and enjoying life.⁣⁣Connect with Michael:⁣https://www.instagram.com/onerentalatatime/⁣https://www.youtube.com/@OneRentalataTime ⁣__________⁣If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣⁣If you're a business owner who wants to get in peak physical shape, we can help! https://www.boardroom-athlete.com/apply⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣__________⁣CHAPTERS:⁣01:02 - Michael Zuber's 3-Step Formula for Building Wealth⁣09:27 - Living for Today vs. Sacrificing for 10+ Years⁣16:16 - Side Hustles, Hybrid Entrepreneurs, and Increasing Income⁣27:55 - Is It Easier to Get Rich as an Employee or Entrepreneur?⁣40:41 - The 2026 Real Estate Market Forecast and Fed Policy⁣57:14 - Why Housing Is America's Biggest Affordability Problem⁣01:03:52 - AI, Job Loss, and the Rise of Solo Entrepreneurs⁣01:24:30 - Does Money Actually Make You Happy?⁣01:27:30 - Living in the Moment vs. Planning the FutureLearn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

Market Update and Inflation Insights - January 13th In this episode of Dividend Cafe, Brian Szytel provides a market update, highlighting a 398-point drop in the DOW and smaller declines in the S&P and Nasdaq indices. The episode features an in-depth analysis of the latest Consumer Price Index (CPI) data, indicating modestly above-target inflation at 2.7% year over year, with core inflation at 2.6%. Brian discusses the Federal Reserve's modestly restrictive policy stance amid current inflation rates and anticipates further inflation trends. He also addresses the potential impact of the Trump administration's announcement of $200 billion in Fannie and Freddie mortgage bond buying, expressing skepticism about its long-term benefits. The episode concludes with an invitation for listener questions and provides insights into upcoming economic indicators. 00:00 Market Overview and Daily Performance 00:41 Inflation Update and CPI Read 02:35 Fed Policy and Interest Rates 04:11 Government Interventions and Housing Market 05:47 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Legal Docket covers the Supreme Court cases on campaign-finance rules and limiting future speech, Moneybeat explains the Fed policy, and History Book highlights the “Millionaire Missionary.” Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Commuter Bible, the work-week audio Bible in four annual plans. On podcast apps and commuterbible.orgFrom Dordt University, where students are invited into God's story of restoration; to live, learn, and work together with joyful purpose in all of life - until all is made new.And from I Witness: The Long Shore:A cinematic audio drama that blends faith and history. iwitnesspod.com.