Podcasts about Federal Reserve

P.M. Edition for Sept. 3. WSJ reporter Robbie Whelan discusses how with its latest deal for AI platform Hugging Face, chip giant Nvidia is promoting open-weight AI models that compete with OpenAI and Anthropic. Plus, we're still two years away from the next presidential election, but some Republican hopefuls are already testing the waters. We hear from Journal White House correspondent Natalie Andrews about who may have President Trump's backing and how Senator Ted Cruz is going over with voters in Iowa. And feminist icon Gloria Steinem dies at age 92. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Markets are digesting shifting expectations for the Federal Reserve, stubbornly high interest rates, and continued uncertainty surrounding Iran. Doug and Greg discuss why government debt, not 5% interest rates, may be the bigger concern, how higher yields are changing the bond market, and why geopolitical tensions haven't derailed stocks. Plus, they look at what prediction markets are saying about the upcoming midterm elections, explain why politics shouldn't dictate your long-term investment strategy, and the good news behind interest rates. Key Takeaways 00:02 — The markets react to the Fed 03:00 — Government spending & the cost of debt 05:05 — Are 5% interest rates really that high? 08:10 — Households are in better shape than governments 09:30 — Iran's impact on rates, oil, & inflation 15:43 — What prediction markets say about the midterms 19:26 — Why politics shouldn't change your portfolio 20:36 — The good news about 5% bond yields View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

Mortgage rates are moving higher again, and first-time home buyers need to understand what's driving the change. Rising oil prices, renewed concerns about inflation, and fears that interest rates could stay higher for longer are pushing bond yields up, with mortgage rates following close behind.So how high could mortgage rates go? When could home buyers finally see lower interest rates? And what does all of this mean for home prices, housing affordability, and your ability to buy a home?In today's LIVE episode of The Educated HomeBuyer, we break down what's happening with mortgage rates, why oil prices and inflation matter to the housing market, and what first-time home buyers should be paying attention to before making an offer.If you're thinking about buying your first home, this episode will help you better understand the current housing market, mortgage interest rates, affordability, and how to prepare before you start shopping.✅ Are You Ready to Buy a Home?Take the “Am I Ready to Buy?” quiz:https://buyrightborrowsmart.com/quiz✅ Start Your Stress-Free Home Buying Journeyhttp://www.buyrightborrowsmart.com/startWatch This Next

Mortgage rates jumped from 5.9% to 6.9% since the Iranian conflict began, and I break down the Fed data, jobs report, and oil prices driving the move, plus what it costs your purchasing power.

CAPTION 1857 WALL STREET, 230 PM, PANICCONTENTS OF THE JOHN BATCHELOR SHOW 9-1-2026Economic Strength Persists Despite Oil PressuresLiz Peek observes that while Wall Street is split on whether the Federal Reserve will raise interest rates in September, the American economy remains robust. Consumer spending is strong, small business profitability is at yearly highs, and hiring remains resilient. The primary economic headwind is rising oil prices fueled by the war in Iran. Additionally, she analyzes the investment potential of rebuilding Venezuela's ruined oil infrastructure, estimating it will take five years to yield significant production increases. Finally, Peek highlights how progressive groups like the Democratic Socialists of America and Chinese misinformation bots actively oppose crucial domestic data center development. (1)Russian Hybrid Attacks Destabilize European SecurityJudy Dempsey discusses European frustration over the unexpected presence of Russia's finance minister at a G20meeting, which highlighted a lack of communication within the transatlantic alliance. She details the Leipzig drone incident—a critical near-miss attack at a vital logistics hub for Ukraine—which is suspected to be a Russian hybrid operation. Dempsey explains how Russia leverages cyber and physical threats to instill fear, polarization, and anxiety among voters. This instability directly bolsters the populist Alternative for Germany (AfD) party, which capitalizes on eastern Germany's demographic decline, economic resentment, and euroskeptic nationalism. (2)Hidden Fiscal Challenges Facing Modern EconomiesJoseph Sternberg warns Americans about the hidden burdens of a Value Added Tax (VAT), a consumption tax common in Europe. Although pitched as simple, Sternberg argues that this tax creates immense compliance burdens for small businesses, requiring a full working week annually to administer. This complexity fosters a cash-based gray market to evade the tax. Furthermore, because the tax is concealed within product prices rather than added at checkout, politicians can easily hike rates without public outcry. Sternberg also contrasts Europe's expensive, highly regulated data center shortage with America's resistance to building the AI infrastructure crucial for its economic future. (3)Canada Navigates Trade Rupture With AmericaCharles Burton highlights the geopolitical fallout from the breakdown of US-Canada trade negotiations, which resulted in a fifty percent tariff penalty on Canada. This dispute sparked a surge of anti-American nationalism, boosting political support for Mark Carney, particularly in Quebec over French-language protection concerns. Consequently, Canada is rapidly diversifying its trade away from the United States, aligning closer with China and the European Union. Burton warns that Beijing stands to benefit immensely, offering trade access if Canada ceases opposing Chinese geostrategic interests, while Ottawa prioritizes west coast pipelines to ship oil directly to China. (4)Global Chaos Drives Rise of NationalismGregory Copley outlines how global actors leverage chaos to achieve strategic goals, noting China's aggressive attempts to disrupt the Pacific Islands Forum in Palau due to Taiwan's participation. Beijing's hostile diplomacy also targets Eswatini, Africa's sole state recognizing Taiwan, to strip Taiwan of international support. Copley notes that energy security is governed by transportation bottlenecks, highlighting the strategic importance of Cuban cobalt for future energy storage. Finally, he explains how uncontrolled migration and Russian hybrid operations drive resurgent European nationalism, prompting a breakdown of supranational systems like the European Union. He also touches on British royal dynamics. (5)Frustrated Voters Navigate Challenging Midterm DynamicsThaddeus McCotter interprets midterm election polling, explaining how the president's approval rating influences independent voters seeking checks and balances in Congress. He notes that high, near-identical disapproval ratings for both major parties reflect widespread voter frustration with outdated governing paradigms. Rather than outright anger, Americans are frustrated by the lack of sane, competent governance and positive, aspirational platforms. McCotter highlights how voters connect abstract foreign policies, such as ongoing operations in Iran, directly to their daily lives and pocketbooks through tangible domestic indicators like high gasoline prices. (6)University Core Curriculum Reform Offers PromisePeter Berkowitz discusses university core curriculum reform, pointing to a promising new proposal at the University of Texas at Austin. He argues that traditional core curricula fail because tenured faculty prioritize narrow research interests over student needs, leaving graduates without a foundational understanding of Western civilization, American political ideas, or global cultures. Under UT Austin's top-down initiative, the curriculum is divided into arts and humanities, social sciences, and STEM, offering deep introductions to major issues. Berkowitz contrasts this structured reform with conventional systems that students merely view as arbitrary academic hoops. (7)Syrian Integration Brings Hope and RiskAhmad Sharawi outlines regional developments in the Middle East, starting with a US-mediated agreement involving the IAEA and Syria to monitor nuclear material from the bombed Al-Kibar site. Although supervised by the IAEA, the material remaining in Syria poses a risk of theft or exploitation by neighbors. Sharawi also details the finalized integration of Kurdish-led Syrian Democratic Forces into the national military, granting Kurds citizenship and language rights while expanding state control to ninety-seven percent of Syrian territory. This satisfies Turkey by ending hopes of Kurdish autonomy. Finally, he notes impending US sanctions against Oman for sanctions-busting. (8)

Discover if the job market and the economy are weakening, why the underlying details may matter more than the headline number, what steady wage growth tells us about the economy, and why a cooling labor market could complicate the Federal Reserve's interest-rate decisions. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)  

In this episode, Scott Becker discusses NVIDIA's rapid market value swings between $5 trillion and $5.5 trillion, the impact of AI optimism, earnings results, and Federal Reserve commentary.

Plus: Oil continues to move higher. And cybersecurity stocks fall after Palo Alto Networks posts quarterly loss. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if inflation has been running lower than the number the Federal Reserve has been watching?Recent research and upcoming methodology changes suggest that certain categories within the PCE inflation measure may have been overstating inflation.And that matters because PCE is one of the key inflation measures the Federal Reserve watches when making decisions about interest rates. In this week's The Brief, Kenny Simpson breaks down:• Why the inflation number may be overstated• The difference between PCE and CPI• What categories are creating the discrepancy• How portfolio management fees are being measured• How software and other services can affect the inflation calculation• What changes are being made to the methodology• How much core PCE could potentially change• Why this matters to the Federal Reserve• What it could mean for mortgage rates and interest ratesKenny discusses research from the Cleveland Fed, San Francisco Fed, Federal Reserve Board staff and others that has examined these measurement issues. But does this mean the Fed is suddenly going to start cutting rates?Not necessarily.There are still major factors affecting the rate outlook, including geopolitical uncertainty, the labor market, consumer spending, inflation and broader economic conditions. The bigger question is this:If inflation has been overstated, have interest rates been higher than they needed to be?Watch the full episode for Kenny's breakdown.

Kerry Lutz sits down with market cycle analyst Charles Nenner to examine the financial and geopolitical cycles that could reshape markets in the year ahead. Nenner forecasts a major move in gold, targeting $6,500 into next year, while warning of an impending stock market crash reminiscent of the late 1920s. A 50% decline in homebuilder stocks could be an early warning sign for the housing market, while oil could rebound toward $101 and higher and enthusiasm for Bitcoin may be coming to an end. With the traditional buy-and-hold strategy facing serious challenges, investors may need to focus more heavily on hedging and protecting their portfolios. The discussion also explores the growing appeal of storing physical gold safely in Switzerland as investors look for ways to preserve wealth amid increasing market uncertainty. The risks extend well beyond the markets. Nenner sees global conflict and "war cycles" escalating toward a major peak between 2030 and 2032. He views the Russia-Ukraine and Middle East conflicts as prolonged stalemates, while mounting Western military costs contribute to rising U.S. national debt and bond yields, making Federal Reserve rate cuts more difficult. Add in domestic security concerns and accelerating commodity inflation, and the road ahead looks increasingly volatile. Find Charles here: https://CharlesNenner.com Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe    All Kerry's books are available here:  Amazon Bookstore  

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.com

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.com

The Federal Reserve just released one of the most overlooked—and potentially revealing—reports on the U.S. economy. It's called the Beige Book. No, it's probably not going to make anyone's bestseller list.

September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about. Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next. 0:00 INTRO 0:50 - JOLTS Report Review, ADP/Jobs Preview 2:04 - Oil Prices on the rise (oil risk is transient): What's feeding into Inflation? 3:52 - Broadcom report preview 4:14 - Market working down towards 50-DMA to test support 5:15 - Seasonal weakness for September is present; volatility remains low 8:53 - Any market Rotation? 10:28 - Guidance for Acquiring company stock in 401k 12:37 - Recommendation for Rotation in and out of funds - how & why & controlling risk 15:30 - Dividend yields or reinvest in Creation of Retirement Paycheck? 19:37 - Where to hide money from the "coming doom..." 21:30 - Dealing with the risks in September 22:57 - Portfolio Management Rebalancing, & Target Weighting 26:13 - Data Center & related stocks: Bloom, Anet, ETN 30:15 - Money flow & Breadth Indicator, Momentum signals: Tax avoidance investing 32:56 - Is anyone big enough to move the market to influence the election (Situational Awareness) 36:55 - Changes to mandatory withdrawals 38:38 - Sensible policies to "fix" SS: remove restrictions on IRA's vs need for revenue 43:33 - Brookfield Corp? 45:12 - Worry about IRMAA? 45:56 - Pullback # for S&P 46:33 - Gold & Silver to run in future? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZxnrV8m0F4g?feature=share -------- Watch our previous show, "What Should You Expect From a Financial Planner?" https://youtube.com/live/dRd4fGgwrkc ------- Watch today's "Before the Bell" report, "September Weakness Tests Market Support," https://youtu.be/4xaM1pIhI1w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #MarketCorrection #RiskManagement #SeptemberMarkets #Investing #FederalReserve #RetirementPlanning #MarketRisk

September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about. Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next. 0:00 INTRO 0:50 - JOLTS Report Review, ADP/Jobs Preview 2:04 - Oil Prices on the rise (oil risk is transient): What's feeding into Inflation? 3:52 - Broadcom report preview 4:14 - Market working down towards 50-DMA to test support 5:15 - Seasonal weakness for September is present; volatility remains low 8:53 - Any market Rotation? 10:28 - Guidance for Acquiring company stock in 401k 12:37 - Recommendation for Rotation in and out of funds - how & why & controlling risk 15:30 - Dividend yields or reinvest in Creation of Retirement Paycheck? 19:37 - Where to hide money from the "coming doom..." 21:30 - Dealing with the risks in September 22:57 - Portfolio Management Rebalancing, & Target Weighting 26:13 - Data Center & related stocks: Bloom, Anet, ETN 30:15 - Money flow & Breadth Indicator, Momentum signals: Tax avoidance investing 32:56 - Is anyone big enough to move the market to influence the election (Situational Awareness) 36:55 - Changes to mandatory withdrawals 38:38 - Sensible policies to "fix" SS: remove restrictions on IRA's vs need for revenue 43:33 - Brookfield Corp? 45:12 - Worry about IRMAA? 45:56 - Pullback # for S&P 46:33 - Gold & Silver to run in future? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZxnrV8m0F4g?feature=share -------- Watch our previous show, "What Should You Expect From a Financial Planner?" https://youtube.com/live/dRd4fGgwrkc ------- Watch today's "Before the Bell" report, "September Weakness Tests Market Support," https://youtu.be/4xaM1pIhI1w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #MarketCorrection #RiskManagement #SeptemberMarkets #Investing #FederalReserve #RetirementPlanning #MarketRisk

JI Financial Strategies CEO Jim Iuorio expects the Federal Reserve to hold rates in September unless Friday's jobs report is unexpectedly strong. He also warns that rising oil prices could push the economy into recession.======== 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

What does the Federal Reserve actually do—and why should local communities care? In this episode of Develop This!, Dennis Fraise speaks with Seema Sheth, Senior Vice President of the Louisville Branch of the Federal Reserve Bank of St. Louis, to demystify the Federal Reserve and explore its role in shaping the U.S. economy. Seema explains how the Federal Reserve System operates, the unique role regional Reserve Banks play in monetary policy, and why local economic insights are essential to national decision-making. She also addresses some of the most common misconceptions about the Fed and its independence from politics. A major focus of the conversation is the Beige Book, a key report that gathers real-world input from businesses and communities across the country to help inform economic policy. Seema discusses how these local perspectives influence the Fed's understanding of economic conditions beyond traditional data. The discussion also highlights the importance of financial literacy. From understanding debt to making informed financial decisions, Seema shares why economic education is valuable for everyone—not just economists or financial professionals. Throughout the episode, Seema reflects on her own career journey and emphasizes the importance of curiosity, communication, and making economics more accessible to the public. A key takeaway? Understanding how the economy works empowers individuals, businesses, and communities to make better decisions for the future. Key Takeaways Regional Federal Reserve Banks provide critical local economic insights The Beige Book helps shape national monetary policy through community feedback Financial literacy is an essential life skill for people of all ages The Federal Reserve operates independently to support long-term economic stability Understanding economics helps individuals and communities make informed decisions Local perspectives play a vital role in national economic policy Key Topics Covered Structure of the Federal Reserve System Common misconceptions about the Fed Regional economic representation and the Beige Book Financial literacy and economic education Fed independence and monetary policy Seema Seth's career journey and leadership Sound Bites "We're on your side—that's what I wish people knew." "The Fed likes to take the punch bowl away as soon as the party gets good." "Economics is for everyone, not just economists."

In this episode, Scott Becker discusses NVIDIA's rapid market value swings between $5 trillion and $5.5 trillion, the impact of AI optimism, earnings results, and Federal Reserve commentary.

Mortgage rates jumped toward 7% this week while a weak jobs report just moved the bond market. I break down why oil prices, inflation, and today's Fed data are pushing your rate around, plus how much house you can actually afford right now.

Why is the U.S. Treasury planning to buyback at least double the number of long-dated government bonds it usually does? And will Treasury Secretary Scott Bessent's buyback plan pit him against both the bond markets and the Federal Reserve? Today we explain what the Treasury's up to and what it means for you. Fact checking by Sierra Juarez.Your Next Listen —Bond vigilantes. Who they are, what they want, and how you'll know they're comingConnect with The Indicator — Sign up for The Indicator's weekly newsletter! — Buy the Planet Money book — Find our socials, YouTube and more! — For sponsor-free episodes, subscribe to NPR+ Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show's perks include sponsor-free listening. Learn more at plus.npr.org.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

CAPTION: 1900 FIFTH AVENUE NEW YORK Economic Strength Persists Despite Oil PressuresLiz Peek observes that while Wall Street is split on whether the Federal Reserve will raise interest rates in September, the American economy remains robust. Consumer spending is strong, small business profitability is at yearly highs, and hiring remains resilient. The primary economic headwind is rising oil prices fueled by the war in Iran. Additionally, she analyzes the investment potential of rebuilding Venezuela's ruined oil infrastructure, estimating it will take five years to yield significant production increases. Finally, Peek highlights how progressive groups like the Democratic Socialists of America and Chinese misinformation bots actively oppose crucial domestic data center development. (1)

In this episode, Scott Becker discusses renewed market declines, rising bond yields and oil prices, persistent inflation concerns, and the potential for Federal Reserve rate hikes to weigh on markets.

Steve Forbes explains how Fed Chair Kevin Warsh and Treasury Secretary Scott Bessent can save the U.S. economy—and the world's—by shifting the core missions of both the Federal Reserve and Treasury Department to achieving a stable value for the dollar. Learn more about your ad choices. Visit megaphone.fm/adchoices

Federal Reserve policy has been to expand credit out of nothing without regard for the real damage it does to the economy.Original article: https://mises.org/mises-wire/credit-out-thin-air-brings-wealth-destruction

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.com

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.com

Crude oil is surging again... And suddenly $100 oil doesn't seem so far away. Renewed fighting between the United States and Iran has sent another shock through the energy markets. U.S. forces launched fresh strikes against Iranian targets, two oil tankers were reportedly attacked while leaving the Strait of Hormuz, and concerns are once again growing about the security of one of the world's most important energy chokepoints. The result? Brent crude jumped 4.6% to $94.65 per barrel, while WTI surged 5.2% to $90.22. So on today's TraderMerlin show, we're asking the obvious question: Are we heading back to $100 oil? We've already been there this year—and with tensions escalating again, it wouldn't take much to get there. But this story is much bigger than the price of crude. The Strait of Hormuz normally handles roughly 20% of the world's oil supply, making developments in Iran critical not just for energy traders, but for virtually every financial market. We'll discuss: The latest U.S.-Iran escalation – What happened and why the oil market reacted so aggressively The Strait of Hormuz – Why this narrow stretch of water remains one of the most important pieces of real estate in the global economy $100 crude oil – What would have to happen for WTI and Brent to break through triple digits again? Supply disruption – How much oil is actually at risk if tensions continue escalating? Gasoline & diesel – Why crude isn't the only energy market traders should be watching Inflation – How sustained higher energy prices could work their way through transportation, manufacturing and ultimately consumer prices The stock market – Which sectors potentially win—and which ones get hurt—if oil continues higher? And then we're going to connect oil to another huge issue facing the markets right now: The Federal Reserve's rate-hike dilemma. Fed Chairman Kevin Warsh made it clear at Jackson Hole that inflation remains too high. The Fed's preferred PCE measure is running well above its 2% target, while the economy and labor market remain relatively resilient. Today, Fed Governor Michael Barr added another warning, saying the central bank should "act decisively to raise rates" if inflation doesn't moderate sufficiently. Now throw $90+ crude oil into the equation. That's where things get complicated. Higher oil prices can push inflation higher... But they can also hurt consumers, squeeze corporate margins and eventually slow economic growth. So the Fed potentially faces an uncomfortable choice: Raise rates to fight inflation and risk slowing the economy—or hold rates steady and risk allowing inflation to become even more entrenched? That's the dilemma. And Wall Street is already responding. Treasury yields are moving higher, stocks are under pressure, and expectations for a September rate hike have jumped significantly following Warsh's Jackson Hole speech and the renewed surge in energy prices. This is the chain every trader should understand: Iran → Oil → Inflation → Federal Reserve → Interest Rates → Bonds → Stocks That's why what's happening in the Strait of Hormuz could ultimately impact your portfolio even if you've never traded a barrel of crude oil in your life. For additional research, check out the Federal Reserve's official Jackson Hole remarks from Kevin Warsh, U.S. Energy Information Administration and CME Group Energy Markets. Listen now:

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Federal Reserve policy has been to expand credit out of nothing without regard for the real damage it does to the economy.Original article: https://mises.org/mises-wire/credit-out-thin-air-brings-wealth-destruction

"Because anytime money moves, somebody gets richer."   The U.S. government is running out of lenders for its $40 trillion national debt and what the Treasury Secretary's newly announced buyback plan, set to begin September 9, 2026, means for everyday investors. He explains why the government now plans to borrow short term debt to pay off its own long term debt, and why that shift is already moving markets.   Jaspreet Singh walks through the mechanics behind the plan, from the Federal Reserve's role in money printing to the Genius Act's new stablecoin rules, and connects rising Treasury rates to the mortgage, auto loan, and credit card rates people see every day. He closes by outlining how shifts like this one create investment opportunities across different asset types.   In this episode, you'll learn: What nominal long end liquidity support buybacks are and why the government is using them, and how the Federal Reserve's money printing connects to inflation and the value of the dollar How the Genius Act requires stablecoin companies to back their coins with U.S. Treasuries Why Treasury rates directly affect mortgage rates, car loan rates, and credit card rates Why cutting government spending by $2 trillion could shrink GDP more than the 2008 crash How debasement assets like gold, Bitcoin, and silver typically react to concerns about the dollar   Keywords: national debt, Treasury buybacks, Federal Reserve, inflation, Genius Act, stablecoins, mortgage rates, debasement trade, S&P 500, real estate investing   ✅ Grab a FREE copy of my ebook ABB: Always Be Buying here: https://go.briefs.co/abb-ebook/?utm_campaign=tof_content&utm_medium=organic&utm_source=podbean&utm_placement=podbean_description&utm_term=mm&utm_content=its_over_america_is_now_buying_its_own_debt&utm_category=null&utm_headline=null&utm_copy=null&utm_hook=null&utm_media=null&utm_funnel_type=ap2vsl&utm_audience=null&utm_owner=as   Welcome to the Minority Mindset Show! Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

This week's episode features Jeffrey Christian, managing partner at CPM Group, in conversation with host Adrian Pocobelli on the broader macroeconomic factors affecting the gold market. Christian discusses the implications of this year's Federal Reserve meeting in Jackson Hole and reflects on his recent trip to India, including the impact of higher gold prices on the country's jewellery market. He also examines recent volatility in the bond market and shares his outlook for gold through the end of the year. This week's Spotlight features Association for Mineral Exploration (AME) president and CEO Todd Stone on recent policy initiatives he believes the Canadian government should adopt to facilitate natural resource development. He also discusses the 2027 AME Roundup conference. To learn more, visit: https://amebc.ca/ All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down what a more hawkish Federal Reserve could mean for your portfolio, why Bitcoin’s latest surge shouldn’t trigger FOMO, and how retirees can turn years of disciplined saving into a retirement they actually enjoy. Plus, smart strategies for Roth conversions and charitable giving, managing a highly appreciated stock position, and an estate-planning decision every parent needs to make.See omnystudio.com/listener for privacy information.

I rendimenti obbligazionari globali sono tornati al livello più alto dal 2008, alimentati dall'aumento dei prezzi del petrolio, che ha suscitato timori riguardo all'inflazione e spinto gli investitori ad aumentare le aspettative di rialzi dei tassi d'interesse. Il trend è iniziato venerdì scorso, ricorda Bloomberg, dopo che il presidente della Federal Reserve, Kevin Warsh, ha ribadito la sua promessa di domare finalmente l'inflazione, che resta elevata, ed è proseguito questa settimana con l'aumento dei prezzi dell'energia a seguito dei nuovi raid in Medio Oriente. Il rendimento sui titoli di Stato giapponesi a 10 anni ha toccato il 3% per la prima volta dal 1996, i rendimenti dei titoli di Stato britannici a 30 anni hanno raggiunto il livello più alto dal 1998 e il tasso dei Treasury a 10 anni, negli Stati Uniti, ha toccato livelli che non si vedevano dal gennaio 2025. Ne parliamo con Angelo Drusiani esperto di mercato valutario ed obbligazionario e Giuliano Noci, Prorettore del Polo territoriale cinese del Politecnico di Milano. Pnrr, luce e ombre. Spendere non basta, la vera sfida è adessoSi è chiusa ieri la fase di attuazione delle riforme e degli investimenti previsti dai Piani nazionali di ripresa e resilienza (Pnrr) europei. Da oggi le azioni intraprese dagli Stati Ue non potranno più essere prese in considerazione dalla Commissione nella valutazione delle richieste di pagamento, compresi i pagamenti sospesi, e non potranno essere adottate altre modifiche. Approfondiamo il tema con Carlo Altomonte, Associate Dean e Direttore PNRR Lab, SDA Bocconi, e membro CD Fondazione M&M.

In this episode, Scott Becker discusses renewed market declines, rising bond yields and oil prices, persistent inflation concerns, and the potential for Federal Reserve rate hikes to weigh on markets.

The Federal Reserve's fixation with “stable prices” has led to an unstable economy for the past century. Original article: https://mises.org/mises-wire/fallacy-stable-prices

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.com

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.com

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.com

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The transcripts from Jes Staley's July 24, 2026 interview with the House Oversight Committee revealed just how deep and personal his relationship with Jeffrey Epstein became, while also exposing contradictions in the way Staley had described that relationship publicly. Staley acknowledged visiting Epstein's Manhattan townhouse dozens of times, traveling to Little St. James on multiple occasions and exchanging roughly 1,200 communications with Epstein between 2008 and 2012. He admitted that he had shared confidential and potentially market-sensitive JPMorgan information with Epstein, including details about the bank's business, client relationships, pending transactions and even communications involving the Federal Reserve during the 2008 financial crisis. Staley also told investigators that he had discussed his own compensation with Epstein and sought his advice, despite previously portraying Epstein as having little or no connection to his professional life after the 2008 conviction. He further acknowledged having a sexual encounter with one of Epstein's assistants after meeting her through Epstein, while insisting that Epstein did not arrange it and that he had no knowledge that the woman had later accused Epstein of abuse.The committee also pressed Staley on some of the strangest and most troubling material in his correspondence with Epstein, including the notorious “Snow White” emails and other references to Disney characters. Staley denied having sex with a woman dressed as Snow White and said he could not explain the meaning of some of the messages, even when investigators confronted him with contemporaneous emails and photographs. He maintained that he did not know Epstein was continuing to abuse girls after his 2008 conviction, calling that revelation “incredible,” yet the transcripts also showed that Staley personally argued for JPMorgan to keep Epstein as a client even as internal concerns about Epstein's cash withdrawals and potential trafficking activity were mounting. Staley also said he had spoken with Jamie Dimon about Epstein, something Dimon and JPMorgan have disputed. Taken together, the testimony painted a picture of a relationship that was far closer, more intertwined with Staley's professional life and more difficult to reconcile with his earlier descriptions than he had previously acknowledged.to contact me:bobbycapuci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Larry Lepard's third appearance, and his position has sharpened each time. Days 6 and 21 asked whether the Big Print was coming. This one was about the mechanism, and his answer is the bond market. His central claim: yield curve control is the destination. "It has to be. There's no other choice." The open questions he named are what they call it, how they justify it, and what the politics look like. The mechanism, in his words: once the Fed formally caps a rate, "the entire bond market is going to look at the Fed and say, sold to you. And their balance sheet explodes. And that's the big print." The doom loop, with a number. The average rate across all outstanding US debt is about 3.45%, and every maturity on the curve today prices above it. Each rollover raises interest cost, widening the deficit, forcing more issuance. He pointed at the whole world, not just Treasuries. US, German, French, Italian and Japanese 10-year yields all near multi-year highs. His read: "the bond markets are telling us, we don't believe you." On Warsh: painted into a corner. The speech was hawkish enough that absent very soft data he has to hike on September 16, and Lepard doubts he will. His prediction: Warsh's credibility is gone within six months. Why he thinks the choice is already made: given a trapped chair, "he'll always choose the inflationary path versus the collapse-the-economy path." Brady asked what happens to the institutions legally required to hold bonds. Lepard went to insurers first, flagged private equity buying up insurance businesses, and questioned whether annuity holders get paid what they expect. The World War II precedent was his template. Debt-to-GDP around 120% after the war, a year of roughly 18% inflation in the early 1950s, and yield curve control running through 1952. Inflating out is the historical answer. He drew a careful distinction with Lyn Alden's gradual-print view and conceded her case: absent a crisis, a slow grind is what policymakers prefer. His note: Powell already reversed tightening and called it reserve management, not QE. Asked what would change his mind, he gave a real answer: governments behaving responsibly. Cutting defense, narrowing the footprint, means-testing Social Security and Medicare. He does not expect it. He owned the cost of being early. He compared himself to Michael Burry being right about housing too soon and said plainly that he has suffered stretches of this trade since 2008 and expects more. The close was not doom, and he said so directly. He argued the absence of sound money has cost millions of lives, that his forecast is arithmetic and not pessimism, and that sound money leaves his grandkids better off.

The Federal Reserve's fixation with “stable prices” has led to an unstable economy for the past century. Original article: https://mises.org/mises-wire/fallacy-stable-prices

Rates Ticked Up, But Buyers Aren't Backing DownCommentary coming out of the Federal Reserve's Jackson Hole conference send the 10-year Treasury back toward 4.7%, and Brian Wickert and Tim Holdmann break down exactly what that means for today's mortgage rates, including Accunet's current no-point, low-point, and rate buster options.Despite headlines claiming buyers are pulling back, the local data says otherwise. Realtor.com's Market Clock still shows the area as a strong seller's market, and Kenosha remains one of the hottest housing markets in the country, drawing triple the national average in listing views.Brian and Tim share real client stories from the past week: a Florida-based family using a large IRA balance to satisfy asset requirements without touching the account, a move-up couple weighing a self-employed income calculation and a cosigning brother to boost buying power, and an FHA buyer whose thin down payment finally landed him a gut-renovated starter home after two rejected offers.Plus, why a detailed pre-approval letter (not a vague bank promise) is winning offers in competitive situations, and how the Rock Solid Guaranteed Pre-Approval's $10,000 seller guarantee is helping buyers stand out.Real stories, real numbers, from the front lines of home buying, selling, and financing.

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Adrian Wooldridge to discuss his book, “The Revolutionary Center: The Lost Genius of Liberalism.”Adrian Wooldridge is the global business columnist at Bloomberg News, and previously spent more than twenty years at The Economist, serving as political editor and Washington bureau chief. He is the author of twelve previous books, including “Capitalism in America,” co-written with former Federal Reserve chair Alan Greenspan, and “The Aristocracy of Talent.”The conversation traces the intellectual roots of liberalism, from Erasmus and Hobbes to Mill and Tocqueville, and explores where the philosophy has drifted from its original ideals. Along the way: how the concentration of power in figures like the Mag 7 and today's tech leaders echoes Montesquieu's warnings, how identity politics shifted the unit of analysis from individuals to groups, and what Wooldridge believes must change to recover what he calls “the revolutionary center” before autocracy, fascism, or societal stratification takes hold.“The Revolutionary Center: The Lost Genius of Liberalism,” published by Pegasus Books, is available now.Sign up to be notified about new episodes: https://hubs.ly/Q0452V800

Mortgage rates today are under pressure after Brent crude broke $90 a barrel, and the Federal Reserve just put a rate HIKE back on the table. Here is what moved, what it costs, and what I am telling my clients to do about it.Updated for Monday, August 31, 2026 — Mortgage bonds opened down 15 on oil and Middle East conflict, pushing mortgage rates toward 6.85% and possibly 7%. PCE inflation sits at 3.7% against the Federal Reserve's 2% target, with 54% of the basket running over 3% versus 32% before the pandemic. Inflation has now been above target for 64 straight months. Meanwhile 23,000 jobs were lost in July and May–June revisions erased another 103,000 — and the Fed said plainly it is focused on inflation, not jobs.Here is the part almost nobody explains to homebuyers: the Federal Reserve can raise rates and your mortgage rate can still go down. The Fed sets short-term interbank lending. Mortgage rates track the 10-Year Treasury. If bond investors believe a hike will actually control inflation, long-term yields can fall even while the funds rate rises. That mechanism is walked through at 06:40.What I am telling clients: if you are under contract, lock your mortgage rate. I cannot price around another drone strike. If you are not under contract yet, watch two things — oil and inflation. Oil back under $70 and holding is when the Federal Reserve gets room to cut and mortgage rates can finally come down. Oil at $120 is a very different conversation for the housing market.CHAPTERS00:00 Oil Just Broke $90 — Here's Why That Hits Your Rate00:39 The Chart I Check Every Morning Before Quoting a Rate01:21 What the Federal Reserve Actually Watches01:46 Inflation at 3.7% When the Target Is 2%01:59 The Data This Week That Can Move Mortgage Rates02:40 103,000 Jobs Gone — And the Fed Says It Doesn't Care04:06 The Jackson Hole Speech, Translated06:20 The Odds of a Hike Just Changed06:40 Why a Fed Hike Doesn't Have to Raise Your Mortgage Rate08:31 Lock or Float: What I'm Telling Clients Right Now10:04 Rate Watch, Loan Estimate Review and DIY Mortgage11:16 What to Watch NextNEXT STEPS

Today we welcome constitutional law professor Mark Brown to review recent U.S. Supreme Court decisions and their implications for social justice. Brown first discusses the close 5–4 birthright citizenship decision and criticizes the Court's dissenters for adding an unsupported domicile requirement, while also noting limited historical exceptions for birthright citizenship.Brown next reviews the Court's decision that allows states to ban transgender girls from girls' sports and his own concerns about the Court ignoring the factual record in cases like voting rights. Brown argues the Court historically favors the wealthy and powerful, praises Justice Jackson's dissents on the doctrine of standing, and suggests that restoring the filibuster for confirmation votes could curb radical appointments. Next is a discussion about the Court's expansion of presidential removal power (the recent cases concerning the Federal Trade Commission and the Federal Reserve), ongoing litigation over a Trump mail-ballot executive order, the Court's dismantling of the Voting Rights Act protections against racial gerrymandering, possible reforms like multi-member districts, and the Court allowing greater party-candidate fundraising coordination.Justice Roberts may say the Court is doing nothing more than calling balls and strikes, but the Court has gotten into the habit of changing the strike zone.

The flood disaster on the Nepal-Tibet border is far worse than first known, with hundreds now dead and more than a thousand missing, including dozens of Americans, as a lake swelling behind the debris raises fears of a second flood and rescuers race to reach survivors.Federal Reserve chairman Kevin Warsh gives a speech in Wyoming today after disappointing investors last month with talk of curbing inflation, leaving markets eager to know what he'll actually do about high prices. And a federal judge is weighing whether President Trump can put his name on the Kennedy Center, where the board wants a sign up within two weeks calling it restored by Trump, even though a court already ruled that renaming the memorial takes an act of Congress.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show's perks include sponsor-free listening. Learn more at plus.npr.org.Today's episode of Up First was edited by Tina Kraja, Rafael Nam, Steve Drummond, Mohamad ElBardicy, and Alice Woelfle.It was produced by Julie Depenbrock and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.And our Executive Producer is Jay Shaylor.(0:00) Introduction(01:56) Nepal-Tibet Flood Rescue(05:56) Fed Chair Speech(09:50) Kennedy Center Renaming HearingSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy