Podcasts about financial markets

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Best podcasts about financial markets

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Latest podcast episodes about financial markets

FactSet U.S. Daily Market Preview
Financial Market Preview - Tuesday 15-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 15, 2025 5:41


S&P futures are pointing to a higher open today, up +0.3%. Asian equities tilted higher on Tuesday, while European markets are also edging higher in early trades. China's Q2 GDP grew +5.2% y/y, slightly exceeding expectations, while industrial production rose +6.8%, outperforming forecasts. However, retail sales disappointed at +4.8%, raising concerns about weak consumer demand. Market sentiment improved following reports that Nvidia received U.S. approval to resume exports of its H20 AI chips to China, boosting optimism in the tech sector. Attention is now shifting to upcoming Q2 earnings and U.S. CPI data. Major banks such as JPMorgan, Wells Fargo, and Citigroup are set to report their earnings today. Companies Mentioned: NVIDIA, Cavco Industries, Accenture

Associates on Fire: A Financial Podcast for the Associate Dentist
107: Financial Market Update: Key Events Shaping Your Portfolio in 2025

Associates on Fire: A Financial Podcast for the Associate Dentist

Play Episode Listen Later Jul 15, 2025 49:32


In this quarterly market update, Wes Read is joined by Chief Investment Officer Brandon Hobson and investment committee member Paul Lipcius to unpack the swirling forces shaping the markets in mid-2025. From geopolitical tensions and legislative changes to the explosive innovation in AI, the team explores why this year has been anything but predictable.They discuss the surprising resilience of markets, the impact of currency fluctuations, and why disciplined diversification across small caps, value stocks, and international equities is paying off for investors. Whether you're curious about why international stocks are leading or how Practice CFO strategically tilts portfolios to manage risk and seize opportunity, this episode provides clarity and perspective for investors navigating uncertain terrain.Key PointsBetter Than Expected Performance: Despite early-year uncertainty, markets have performed more strongly than most anticipated.Volatility Remains High: After a volatile start, recent months have stabilized, though many unknowns persist.International Equity Surge: International developed and emerging markets are outperforming U.S. equities, buoyed in part by currency effects.Small Caps Poised for Upside: With expected Fed rate cuts, small cap stocks are positioned for potential outperformance.Value Over Growth: In this phase of the cycle, portfolios are tilted toward high-quality value stocks to manage risk.Disciplined Diversification: Practice CFO avoids market timing and instead uses tactical tilts to align with long-term objectives.Currency Dynamics Matter: Dollar weakness has amplified international returns, demonstrating the importance of currency diversification.Recency Bias Caution: The temptation to overweight recent winners is strong, but buy-low-sell-high discipline remains critical.Long-Term Focus: While tech-led growth has dominated for a decade, historical trends favor value and small caps over time.#DentalBoardroomPodcast #MarketUpdate #InvestmentStrategy #Diversification #InternationalEquities #SmallCaps #ValueInvesting #FinancialPlanning #PracticeCFO #DentalFinance

Squawk Box Europe Express
Nvidia awaits U.S. government clearance for China chip sales

Squawk Box Europe Express

Play Episode Listen Later Jul 15, 2025 25:43


Nvidia expects the green light from the U.S. government to resume selling a key AI chip in China with deliveries to begin soon. Domestic consumption drives Q2 growth in China but the threat of a trade war with the U.S. still looms. And U.S. President Trump u-turns on arms deliveries to Ukraine, including sending Patriot missiles and threatening Russia with secondary tariffs in the event of no ceasefire within 50 days.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Audio Mises Wire
Do Financial Markets Operate Upon Superior Knowledge?

Audio Mises Wire

Play Episode Listen Later Jul 14, 2025


The Efficient Market Hypothesis claims that financial markets process information immediately and correctly. However, since the EMH is based upon unrealistic assumptions, we also have to question the efficacy of this hypothesis, especially when central banks intervene in the markets.Original article: https://mises.org/mises-wire/do-financial-markets-operate-upon-superior-knowledge

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 14-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 14, 2025 5:37


S&P futures are pointing lower today, down (0.4%). European equity markets are mostly lower. Asia equities mixed. Most of the attention are going to notable declines in US futures in the wake of latest Trump tariff news, extending Friday's losses that capped off the first decline in S&P 500 in three weeks. US 10 year yield flat to 4.4%, 2Y to 3.9%. US Dollar little changed versus yen but higher against other trading partners. Crude oil, gold and Bitcoin futures are all extending gains after Friday's strength. Industrial metals are mixed. President Trump threatens EU and Mexico with 30% tariffs, effective 1-Aug, further testing market resilience. He added that this would be separate from sectoral tariffs. White House Economic Advisor Hassett affirmed Trump sees current EU concessions as insufficient. Trump said Mexico failed to do enough to stop fentanyl flows across the border.Companies Mentioned: GOOG, LION, PGHN.SW

Mises Media
Do Financial Markets Operate Upon Superior Knowledge?

Mises Media

Play Episode Listen Later Jul 14, 2025


The Efficient Market Hypothesis claims that financial markets process information immediately and correctly. However, since the EMH is based upon unrealistic assumptions, we also have to question the efficacy of this hypothesis, especially when central banks intervene in the markets.Original article: https://mises.org/mises-wire/do-financial-markets-operate-upon-superior-knowledge

Market take
Why now is a great time for alpha

Market take

Play Episode Listen Later Jul 14, 2025 3:47


U.S. tariffs may drive more dispersion in market and security returns, creating yet more opportunity to earn alpha, or above-benchmark returns. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, shares two ways of capturing this additional alpha on offer. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0725U/M-4657031

Squawk Box Europe Express
Trump mulls 30 per cent tariffs on EU

Squawk Box Europe Express

Play Episode Listen Later Jul 14, 2025 25:45


President Trump threatens the European Union with a 30 per cent tariff on exports into the U.S. starting on 1st August. However, Trump says a deal could be reached if the EU was willing to make concessions. The EU is holding off from any retaliatory measures for now but European Commission President Ursula Von Der Leyen says the bloc is preparing to target up to €90bn of U.S. products should negotiations fail. European futures dip but should avoid a severe sell-off as investors pin hopes on a settlement to be reached between Washington and Brussels.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

FactSet U.S. Daily Market Preview
Financial Market Preview - Friday 11-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 11, 2025 5:18


S&P futures are pointing to a lower open today, down (0.6%). European equity markets also opened in the red, with the major indices roughly down by (0.5%). Asian markets traded mixed with Greater China markets outperforming. The Hang Seng surged +1.8%, boosted by gains in consumer-oriented and property stocks, while the Shanghai Composite hit a 3.5-year high. President Trump announced a 35% tariff on Canadian goods not covered by the USMCA, effective 1-Aug, increasing from the current 25%. Energy-related goods remain at a 10% tariff. Trump hinted at potential baseline tariffs of 15 to 20%, up from the current 10%, and suggested similar measures might target the EU soon. Companies Mentioned: Google, Boyd Gaming, Panasonic

Interviews: Tech and Business
What Really Happens Inside Big Money Exchanges? | CXOTalk #885

Interviews: Tech and Business

Play Episode Listen Later Jul 11, 2025 54:29


What does it take to keep global financial markets stable during extreme volatility and AI-driven trading? Chris Isaacson, Chief Operating Officer of Cboe Global Markets, the world's largest options market exchange, reveals the high-stakes playbook for building resilient systems, people, and processes that handle over a trillion messages a day without failure.In CXOTalk episode 885, we go behind the scenes of one of the world's largest exchange operators to learn how they prepare for and manage market crises. Chris shares concrete strategies and the leadership mindset required to operate in an environment where nanoseconds and trillions of dollars are on the line.Topics Discussed:Building Holistic Resilience: The framework of "resilient people, processes, and platforms."Preparing for Volatility: The "2X rule" for engineering systems to handle extreme scenarios.Managing AI Risk: How to control AI-driven trading by focusing on effects, not intent.Leadership Under Fire: The critical importance of composure and a codified cultural framework.The Future of Trading: The operational realities of moving toward a 24/7 market.Chris Isaacson is the Executive Vice President and Chief Operating Officer of Cboe Global Markets, one of the world's leading derivatives and securities exchange networks. He oversees all of Cboe's technology, operations, and risk management.

Advancing Financial Markets. Together.
Navigating HKMA Rewrite: Key Updates in OTC Reporting

Advancing Financial Markets. Together.

Play Episode Listen Later Jul 11, 2025 6:07


In this podcast, DTCC's  Aaron Chen, Head of RDS Product Management for APAC provides an update on the Hong Kong Rewrite, including:Implementation Date: The Hong Kong Rewrite will be implemented on September 29, 2025 following similar rewrites in Japan, Singapore, and Australia. Unique Reporting Requirements: The Hong Kong Trade Repository has specific operational requirements, including a total of 183 distinct reportable data elements, which is higher than those in other regions like MAS and ASIC.Challenges in Transition: Key challenges include the mandatory use of ISO XML for submissions, UTI sharing among counterparties, and ensuring data quality despite acceptance by the TR. DTCC has tools to assist firms with these challenges. Testing and Support: DTCC has provided a testing utility to help firms prepare for the implementation, emphasizing the importance of thorough testing to ensure a smooth transition. Additionally, they have reduced fees to support clients during this process.© 2025 DTCC. All rights reserved.  DTCC, DTCC (Stylized) and Financial Markets. Forward. are registered and unregistered trademarks of The Depository Trust & Clearing Corporation DTCC. 

Squawk Box Europe Express
Trump teases EU tariff letter

Squawk Box Europe Express

Play Episode Listen Later Jul 11, 2025 27:25


All eyes are on Washington as President Trump says he will send a tariff letter to the European Union by the weekend - after slapping Canada with a 35% levy. Meanwhile, JPMorgan boss Jamie Dimon has a simple message for Europe: you're losing the battle to rival the US and China. Across the Atlantic, European leaders are set to meet with Chinese President Xi Jinping this month, sources confirm to CNBC - averting potential embarrassment ahead of a likely contentious summit.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Heads Talk
259 - Paolo Sironi, Global Research Leader: Fintech Series, IBM - The Fintech Globetrotter That Got Away… Until Now! - Part 2

Heads Talk

Play Episode Listen Later Jul 10, 2025 58:27


FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 10-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 10, 2025 5:12


S&P futures are pointing to a slightly lower open today, down (0.2%). Asian equities were mostly higher Thursday, supported by gains in Greater China markets. European equity markets are also broadly firmer, with the FTSE 100 leading at +0.7%. President Trump issued additional tariff letters targeting smaller trading partners. Japan is reportedly organizing trade talks with U.S. Treasury Secretary Bessent next week, while U.S.-Brazil relations remain tense after Trump threatened 50% tariffs. However, markets remain largely unshaken, with expectations of reprieves closer to the August deadlines.Companies Mentioned: WK Kellogg, Canada Goose, Amazon

Squawk Box Europe Express
President Trump slaps 50% tariff on Brazil

Squawk Box Europe Express

Play Episode Listen Later Jul 10, 2025 26:29


President Trump hits Brazil with a 50% tariff - despite the U.S. having a trade surplus in goods with the country - citing the prosecution of former President Jair Bolsonaro. The world's biggest company gets even bigger: Nvidia becomes the first company in history to breach $4 trillion in market cap as investors pile back in on AI bets. Meanwhile, Kellogg shares spike in extended trade amid reports Nutella-maker Ferrero is nearing an acquisition deal, in what would be a rare European takeover of a U.S. rival.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Launch Financial with Brad Sherman.
Ep. 241 Launch Financial- Markets Continue Recovery Rally with Nasdaq Hitting an All Time High

Launch Financial with Brad Sherman.

Play Episode Listen Later Jul 10, 2025 14:15


Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data, including an overview of the Big Beautiful Bill, Federal Reserve rhetoric and continued push and pull between Jerome Powell and President Trump, as well as the continued market reocvery rally with the Nasdaq hitting all time highs this morning. All eyes continue to look out for global trade developments.  Show Notes: 

Audio Mises Wire
The Bid-Ask Spread in Housing and “Pulte's Law”

Audio Mises Wire

Play Episode Listen Later Jul 9, 2025


As the latest housing bubble pops, home sellers are asking for unreal prices for their homes, while buyers are waiting for the prices to fall. Bill Pulte, Trump's Director of the Federal Housing Finance Agency, is demanding the Fed force down interest rates to restart the unsustainable boom.Original article: https://mises.org/mises-wire/bid-ask-spread-housing-and-pultes-law

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 9-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 9, 2025 4:50


S&P futures are pointing to a flat open today. Asian markets traded mixed today with Japan's Nikkei logging small gains, supported by resilience in manufacturing. The Hang Seng underperformed, as property and tech stocks lagged. European markets are trading higher, with the DAX and CAC leading gains. President Trump announced a 50% tariff on copper, set for late July or early August implementation, and proposed a 200% tariff on pharmaceuticals with a longer timeline. He ruled out extending the August 1 deadline, emphasizing his tough stance on trade while accusing BRICS nations of undermining the U.S. dollar and threatening an additional 10% tariff. Companies Mentioned: Apple, Starbucks, Merck, Verona Pharma, AES Corp

Mises Media
The Bid-Ask Spread in Housing and “Pulte's Law”

Mises Media

Play Episode Listen Later Jul 9, 2025


As the latest housing bubble pops, home sellers are asking for unreal prices for their homes, while buyers are waiting for the prices to fall. Bill Pulte, Trump's Director of the Federal Housing Finance Agency, is demanding the Fed force down interest rates to restart the unsustainable boom.Original article: https://mises.org/mises-wire/bid-ask-spread-housing-and-pultes-law

Squawk Box Europe Express
Trump tariffs loom over copper and pharma

Squawk Box Europe Express

Play Episode Listen Later Jul 9, 2025 23:30


President Trump threatens substantial levies on copper and the pharma sector, as the EU scrambles to agree on a tariff deal. U.S. Commerce Secretary Howard Lutnick says that both sides are making progress. Meta bets on EssilorLuxottica - reportedly taking a $3.5 billion minority stake in the Ray-Ban maker as the U.S. tech giant makes a push in the 'smart glasses' space. Elon Musk lashes out at one of the most bullish Tesla analysts on Wall Street, telling Wedbush Securities' Dan Ives to "Shut up," after he called for Musk to cut back on politics.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Front
Pharma giants brace for Trump tariff pain

The Front

Play Episode Listen Later Jul 9, 2025 11:57 Transcription Available


The government is under pressure to do a deal after Donald Trump flagged possible sweeping new tariffs on pharmaceuticals. Our expert unpacks the latest from Trump’s trade war. Find out more about The Front podcast here. You can read about this story and more on The Australian's website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet, and edited by Lia Tsamoglou. Our regular host is Claire Harvey and our team includes Tiffany Dimmack, Joshua Burton, Stephanie Coombes and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

Risk & Regulation Rundown
Financial services in transformation - banking and capital markets - S7E4

Risk & Regulation Rundown

Play Episode Listen Later Jul 9, 2025 22:36


In this episode of PwC's Risk & Regulation Rundown podcast series, host Tessa Norman is joined by Mark Batten, PwC UK Banking and Capital Markets (BCM) Leader, and Conor MacManus, Director in PwC UK's Regulatory Insights team, to explore the emerging trends impacting the banking and capital markets landscape. From navigating macroeconomic and geopolitical pressures, to responding to evolving regulatory and consumer expectations, our guests discuss the structural and strategic shifts shaping the future of the BCM sector, and share perspectives on how the sector can boost the UK's mission of economic growth.We also unpack the impact of changing competition dynamics, industry consolidation, and rapid technological transformation - including AI adoption and digital banking - and consider how firms can evolve their business and operating models to remain competitive and thrive amid continued transformation across the sector. Subscribe to the regular series here: https://www.pwc.co.uk/industries/financial-services/risk-and-regulation-rundown-podcast.html

FactSet U.S. Daily Market Preview
Financial Market Preview - Tuesday 8-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 8, 2025 4:14


US equity futures are little changed. European markets pointed to a weaker open, while Asian equities finished mostly higher. The market focus remains on trade developments after President Trump began issuing tariff letters to countries without deals, including Japan and South Korea, which now face 25% base tariffs starting 1-Aug. The White House said more letters will follow, though emphasized flexibility on the deadline and openness to negotiate rates. Reuters reported the EU is likely exempt, signaling progress toward a deal. Trump also threatened an additional 10% tariff for countries pursuing "anti-American" BRICS-aligned policies.Companies Mentioned: Blackstone, SFR, Shein, Hess, Chevron, Exxon Mobil

Motive Insights - the podcast
1. Investing in NextGen WealthTech - Forming the Future of Finance

Motive Insights - the podcast

Play Episode Listen Later Jul 8, 2025 31:05


Welcome to Forming the Future of Finance – a special limited series podcast focused on reshaping the financial landscape. Our first episode features Natalya Guseva, Head of Financial Markets and Resilience at the World Economic Forum. In her role, Natalya focuses on retail investors' access to capital markets and the longevity economy. Prior to that, she led the Forum's community of asset owners and alternative asset managers. Joining her in a compelling conversation is Rob Heyvaert, Motive Partners Founder and Managing Partner, who has built his entire career in financial technology infrastructure as a leading global entrepreneur. Motive is Rob's third entrepreneurial success, for which he had the vision to create a private equity firm that assembles world-class leaders in fintech and PE. With Rob's proven Investor-Operator-Innovator model, his firm currently manages one of the largest portfolios in Fintech.Whether you're a founder, investor, reporter, or you're curious about the future of private markets, you're in the right place. Let's dive into what's shaping tomorrow's financial world, today.This series was recorded during an exclusive event, co-hosted by Motive Partners and With Intelligence in Berlin to kick off SuperReturn where the world of private capital meets.___The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners' investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

The OUTThinking Investor
The Rise of Geoeconomics: Power Dynamics Shaping Global Markets

The OUTThinking Investor

Play Episode Listen Later Jul 8, 2025 26:36


The House of Medici, which ruled over Florence for much of the Renaissance period, established a political dynasty with influence built on successful ventures in commerce and banking. The Medicis predated the concept of geoeconomic power, or governments' ability to wield economic might to achieve geopolitical and economic goals. Today, soft power might be giving way to intensifying competition between great powers. Government leaders are increasingly focused on solidifying economic security through trade leverage, tariffs, sanctions and other measures. As a result, potential new investment risks and opportunities are emerging. This episode of The Outthinking Investor discusses how investors can measure their portfolio's exposure to geoeconomic shifts, which economies and sectors could benefit amid a realignment in supply chains, whether the US dollar can maintain its global dominance, and investment strategies that could potentially mitigate risk and capitalize on new opportunities. Our guests are: Matteo Maggiori, finance professor at the Stanford Graduate School of Business Joseph Nye, political scientist and former Dean of Harvard University's Kennedy School of Government Mehill Marku, Lead Geopolitical Analyst at PGIM Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

Squawk Box Europe Express
President Trump unveils new tariffs

Squawk Box Europe Express

Play Episode Listen Later Jul 8, 2025 29:31


President Trump hits trading partners with higher tariffs from August, including 25% on Japan and South Korea, while Treasury Secretary Scott Bessent says the U.S. is weighing several new deals. The European Union is reportedly set to dodge any tariff escalation, with Ireland's Trade Minister saying he expects an extension of the status quo, allowing time for further talks. Meanwhile, officials from Japan and South Korea hold calls with US Commerce Secretary Howard Lutnick, saying they'll hold further talks before the new tariffs come into effect next month.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fintech Talks - Podcast
Fintech Talks Podcast #85 - Contextual & Conscious Banking in the AI Age (With Paolo Sironi)

Fintech Talks - Podcast

Play Episode Listen Later Jul 8, 2025 66:13


(PT-BR) Em um cenário financeiro marcado por rupturas tecnológicas, mudanças regulatórias e a ascensão da inteligência artificial, conceitos como Contextual Banking e Conscious Banking começam a ganhar destaque como alternativas para repensar a função dos bancos na sociedade.Neste episódio especial do Fintech Talks, recebemos Paolo Sironi, autor, keynote speaker e líder global de pesquisa em banking e mercados financeiros da IBM, para uma conversa profunda sobre os rumos do setor financeiro na era da IA. Ao longo do episódio, discutimos a trajetória de Paolo — de gerente de riscos à fundador de uma wealthtech adquirida pela IBM — e como sua experiência moldou a visão crítica que hoje compartilha em seus livros e conferências ao redor do mundo.Falamos sobre os riscos de aplicar IA apenas para acelerar lógicas legadas, a necessidade de repensar os micro-fundamentos biológicos das finanças, os desafios de construir uma cultura real de gestão de riscos algorítmicos para acelerar a inovação e o papel das instituições financeiras em um mundo onde as plataformas reconfiguram o acesso e a distribuição de valor.Se você busca uma reflexão estratégica e provocativa sobre o futuro do sistema financeiro — com base em teoria, prática e experiências globais — este episódio é um convite à profundidade.Confira!***(ENG) In a financial landscape shaped by technological disruption, regulatory shifts, and the rise of artificial intelligence, concepts like Contextual Banking and Conscious Banking are gaining prominence as frameworks to rethink the role of banks in society.In this special episode of Fintech Talks, we welcome Paolo Sironi — author, keynote speaker, and Global Research Leader in Banking and Financial Markets at IBM — for a deep conversation on the future of financial services in the AI era. Throughout the episode, we explore Paolo's journey — from risk manager to founder of a wealthtech later acquired by IBM — and how his background has shaped the critical perspective he shares in his books and on stages around the world.We discuss the risks of applying AI solely to accelerate legacy logic, the need to revisit the biological microfoundations of finance, the challenges of building a genuine culture of algorithmic risk management to enable innovation, and the evolving role of financial institutions in a world where platforms are reshaping access and value distribution.If you're looking for a strategic and thought-provoking reflection on the future of financial systems — grounded in theory, practice, and global insight — this episode is an invitation to go deeper.Check it out!***Banking in the AI era: The risk management of AI and with AIhttps://www.ibm.com/thought-leadership/institute-business-value/en-us/report/banking-in-ai-eraIBM Whitepaper: Accountability and Risk Matter in Agentic AIhttps://au.newsroom.ibm.com/IBM-Whitepaper-Accountability-and-Risk-Matter-in-Agentic-AI

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 7-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 7, 2025 5:34


US equity futures are lower with S&P pointing down. Bonds mixed. US 10-year yields holding at 4.3%, and 2-year down to 3.9%. Asian markets are trading mostly lower, European equity markets narrowly mixed. Dollar firmer. Oil down after OPEC+ producers announced agreement to boost crude output by larger-than-expected 548Kbpd in August. Gold lower. Industrial metals weaker. Tariff deadline nears as US warns it will begin imposing "take it or leave it" trade terms. Treasury Secretary Bessent warned tariffs to revert to Liberation Day/steeper levels though also signaled some leeway by adding that new tariffs to take effect on 1-Aug. Still there's some uncertainty whether Asian countries can secure trade agreements with US by the deadline. Companies Mentioned: Capgemini, WNS Holdings, META Platforms, NFDG, ByteDance

Market take
Time to be more tactical

Market take

Play Episode Listen Later Jul 7, 2025 3:40


Artificial intelligence and other mega forces are transforming the world – and disrupting traditional long-term macro anchors like stable inflation and predictable growth. To navigate this, the BlackRock Investment Institute outlines three key themes in our 2025 Midyear Outlook. Wei Li, Global Chief Investment Strategist at BlackRock, shares more.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0725U/M-4638158

Squawk Box Europe Express
President Trump to send tariff letters

Squawk Box Europe Express

Play Episode Listen Later Jul 7, 2025 27:50


President Trump says countries will receive tariff letters from 5pm London time, as Treasury Secretary Scott Bessent confirms the measures come into effect from August 1st. Eurogroup President Paschal Donohoe tells CNBC he's optimistic the EU can strike a trade deal with the U.S. - as the bloc eyes a skeleton agreement that keeps a 10% levy on most exports. And - Elon Musk announces plans to launch a new political party, drawing the ire of President Trump and raising questions about his business commitments.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk Box Europe Express
The U.S. aims to finalise a flurry of deals ahead of tariff deadline

Squawk Box Europe Express

Play Episode Listen Later Jul 4, 2025 26:14


The U.S. aims to finalise a flurry of deals ahead of its tariff deadline, while EU talks extend into the weekend. But European Commission President Ursula von der Leyen expects only a framework agreement in the short term. After several all-nighters, Republicans finally force through President Trump's sweeping budget bill, in time for the U.S. leader to sign it into law today, the 4th of July. And - one year of Keir Starmer. The British Prime Minister and the Labour Party mark 12 months in power to cap off a week marked by a tearful Chancellor Rachel Reeves on the frontbench, while the PM scrambles to reassure a jittery bond market.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Bid
226: 2025 Midyear Outlook: How investors Can Get A Grip on Economic Uncertainty

The Bid

Play Episode Listen Later Jul 3, 2025 20:32


So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm's 2025 Midyear Outlook.They explore why the long-term economic picture has become less predictable, how mega forces like AI and geopolitical fragmentation are reshaping global economic markets, and what “investing in the here and now” really means. From the role of private capital in funding infrastructure and energy to the balance between strategic and tactical asset allocation, Glenn shares how investors can find opportunity amid uncertainty in the economy—and what risks investors should watch for in the second half of the year.Sources: 2025 Midyear Outlook, BlackRock Investment InstituteKey moments in this episode:00:00 Introduction to 2025 Market Volatility01:55 Introducing the Investment Midyear Outlook02:46 Geopolitical Fragmentation and Mega Forces03:48 3 Investment Themes In 202505:10 Navigating Uncertainty and Risk08:47 The Role of AI and Energy in Investments13:19 Geopolitical Landscape and Trade Policies16:49 Conclusion and Key Takeaways19:30 Summer Series on The Bid

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 3-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 3, 2025 5:16


S&P futures are pointing to a slightly higher open today, up +0.1%. Asian markets had a mixed session on Thursday. The Hang Seng dropped (0.6%) amidst weakness in property stocks while Japan's Nikkei dipped as uncertainty around trade talks weighed on sentiment. European markets are broadly higher in early trades, with the STOXX 600 up +0.3% and the FTSE 100 leading at +0.5%. President Trump announced a trade deal with Vietnam, imposing a 20% tariff on exports to the U.S. and 40% on transshipments, reduced from an earlier proposed 46%. The U.S. will face zero tariffs on exports to Vietnam, though specifics on product groups and transshipment provisions remain unclear. Companies Mentioned: Old Point Financial, Apollo Global Management, TripAdvisor

Squawk Box Europe Express
Speculation around UK Chancellor Rachel Reeves' future

Squawk Box Europe Express

Play Episode Listen Later Jul 3, 2025 26:38


Speculation swirls around U.K. Chancellor Rachel Reeves after an emotional appearance in parliament, sparking selling across U.K. assets, with long-dated gilt yields seeing their biggest spike since April. Meanwhile, the U.S. sets a 20% tariff on exports from Vietnam under a new trade deal, just days before President Trump's deadline to ramp up his so-called 'reciprocal tariffs' once again. And - President Trump's Budget Bill stalls in the House, as Speaker Johnson struggles to win over opponents in his own party.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Heads Talk
257 - Paolo Sironi, Title: Fintech Series, IBM - The Fintech Globetrotter That Got Away… Until Now! - Part 1

Heads Talk

Play Episode Listen Later Jul 2, 2025 37:41


FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 2-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 2, 2025 4:52


S&P futures are pointing to a higher open today, up +0.2%. Asian markets finished Wednesday trading mostly lower, with the Hang Seng slightly higher and Japan's Nikkei weighed down by renewed tariff concerns. European equities are broadly showing strength in early sessions with the French CAC leading gains. President Trump stated he is not considering extending the July 9 deadline for resuming higher tariffs and reiterated the possibility of imposing duty rates on several nations, including Japan. Trump criticized Japan's limited U.S. rice imports and imbalance in auto trade, suggesting future tariffs could range from 30% to 35%.Companies Mentioned: Paramount Global, Intel, Spectris

Squawk Box Europe Express
Senate narrowly passes President Trump's megabill

Squawk Box Europe Express

Play Episode Listen Later Jul 2, 2025 25:40


The Senate narrowly passes Trump's sweeping tax and spending bill, with attention now turning back to the House as it races to pass the package. Fed Chair Jerome Powell appears to push back at pressure from President Trump, telling the Sintra forum the Fed would have cut rates further by this stage if it had not been for tariffs. Shares in AstraZeneca pop in Tuesday's session after the Times reports CEO Pascal Soriot is looking at moving the pharma giant's listing from London to the U.S. And - Santander swoops in for Sabadell's U.K. unit TSB in a deal worth £2.65 billion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Human Action Podcast
Steve Hanke on Hyperinflation, Currency Boards, and the COVID Lockdown Debacle

The Human Action Podcast

Play Episode Listen Later Jul 1, 2025


Bob hosts Steve Hanke, Distinguished Senior Scholar at the Mises Institute and Professor of Applied Economics at Johns Hopkins University, to discuss his research on hyperinflations, currency board solutions, and the economic effects of the COVID lockdowns. Hanke explains the findings of his meta-analysis of lockdown impact and explains why Sweden's laissez-faire approach was vindicated. He also draws from decades of experience stopping hyperinflation globally, advocating currency boards and gold-backed solutions as effective alternatives to central banks.Follow Professor Hanke on X --- @Steve_HankeProfessor Hanke's Austrian Economics Research Conference Lecture: Mises.org/HAP506aProfessor Hanke's IEA Article, "Did Lockdowns Work? The Verdict on COVID Restrictions": Mises.org/HAP506bThe Mises Institute is giving away 100,000 copies of Murray Rothbard's, What Has Government Done to Our Money? Get your free copy at Mises.org/HAPodFree

FactSet U.S. Daily Market Preview
Financial Market Preview - Tuesday 1-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 1, 2025 4:54


US equity futures are fractionally lower after yesterday's rally pushed the S&P 500 and Nasdaq to fresh record closes. Europe opened firmer and Asia finished mixed. Overnight narrative was largely upbeat, growing Fed rate cut expectations have provided the key directional driver, partly fueled by Trump scrutiny of Powell. Trade headlines remain front-and-center ahead of the 9—July tariff deadline: the White House says framework agreements with Canada and the EU are moving forward, while Japan and India talks still face sticking points over autos and market access. Senate Republicans continue amendment votes on the wide-ranging tax-and-spend bill, with final passage expected before the holiday. Soft US regional-activity surveys and falling job-vacancy indicators are feeding rate-cut expectations ahead of Thursday's non-farm payrolls and Chair Powell's remarks at Sintra this morning.Companies Mentioned: TikTok, Paramount Global, OpenAI, Alphabet

Mises Media
Steve Hanke on Hyperinflation, Currency Boards, and the COVID Lockdown Debacle

Mises Media

Play Episode Listen Later Jul 1, 2025


Bob hosts Steve Hanke, Distinguished Senior Scholar at the Mises Institute and Professor of Applied Economics at Johns Hopkins University, to discuss his research on hyperinflations, currency board solutions, and the economic effects of the COVID lockdowns. Hanke explains the findings of his meta-analysis of lockdown impact and explains why Sweden's laissez-faire approach was vindicated. He also draws from decades of experience stopping hyperinflation globally, advocating currency boards and gold-backed solutions as effective alternatives to central banks.Follow Professor Hanke on X --- @Steve_HankeProfessor Hanke's Austrian Economics Research Conference Lecture: Mises.org/HAP506aProfessor Hanke's IEA Article, "Did Lockdowns Work? The Verdict on COVID Restrictions": Mises.org/HAP506bThe Mises Institute is giving away 100,000 copies of Murray Rothbard's, What Has Government Done to Our Money? Get your free copy at Mises.org/HAPodFree

TD Ameritrade Network
'Silly Season' in Financial Markets

TD Ameritrade Network

Play Episode Listen Later Jul 1, 2025 9:20


Joe Brusuelas says we have a dynamic and resilient economy, but adds that it is slowing. Joe joins Nicole Petallides at the NYSE to discuss the 'silly season' in markets as investors watch for updates from Capitol Hill on Pres. Trump's "big beautiful bill" spending plan. He believes a significant tax cut has been priced in to equities already. Joe continues to see a "grind down" in economic performance but does not see a recession on the horizon. Ahead of June's jobs report, he says the 100k number will be critical for the payrolls number. Joe cautions that any inflation increase from tariffs has not yet been felt in economic data received so far, and he calls for just 1 rate cut in 2025 unless the economy "cracks."======== 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

Squawk Box Europe Express
ECB's Christine Lagarde warns against complacency

Squawk Box Europe Express

Play Episode Listen Later Jul 1, 2025 25:15


ECB President Christine Lagarde kicks off this year's ECB Forum with a warning against complacency, but Governing Council member Pierre Wunsch tells CNBC the central bank will only stick or cut at this point. Senate voting on the Trump-backed budget bill continues into a second day, as Republican leaders look to secure the support needed to send the package back to the House. Meanwhile, the dollar sees its worst start to a year since 1973, as President Trump's trade policies and attacks on the Fed raise questions around the greenback's safe-haven status.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 30-Jun

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jun 30, 2025 5:26


US equity futures are higher with S&P up 0.4%. US 10-year and 2-year yield both point down . Dollar softer versus yen, slightly firmer elsewhere. Oil down ahead of another expected OPEC and production hike. Gold firmer. Industrial metals higher. Asian equity markets are mixed. Nikkei has been outperforming to hit twelve month high. European markets are firmer. In trade developments, Canada to rescind digital services tax after Trump threatened to pull out of trade talks on Friday. Trump said he doesn't think he'll need to extend tariff 9-Jul deadline, contrasting somewhat with Treasury Secretary Bessent. Somewhat better news on US-China trade talks after both sides confirmed details on framework agreement where China relaxes rare earth exports and US removes countermeasures. Companies Mentioned: Torrent Pharmaceuticals, JB Chemicals & Pharmaceuticals, KKR, Avadel Pharmaceuticals

Market take
Tariff and tax policy back center stage

Market take

Play Episode Listen Later Jun 30, 2025 4:15


As the end of the 90-day tariff pause looms, we think immutable economic laws will limit extreme policy changes. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute, discusses how the U.S. administration is shifting to more market-friendly policies, including tax cuts and regulatory reforms. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0625U/M-4622331

Squawk Box Europe Express
U.S. Senate to vote on President Trump's budget bill

Squawk Box Europe Express

Play Episode Listen Later Jun 30, 2025 24:31


U.S. senators end their debate on President Trump's budget bill, with a vote on the package due later today. Meanwhile, European Council President Antonio Costa tells CNBC the U.S. defence spending dispute is resolved, with Europe boosting arms purchases under the new NATO deal. Canada scraps its digital services tax targeting U.S. big tech just days after President Trump calls off trade talks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Market Maker
What's Happening In Financial Markets Right Now (Trump, Geopolitics, US Stocks & Oil Prices)

Market Maker

Play Episode Listen Later Jun 28, 2025 36:06


Markets hit new highs this week, but under the hood, things are anything but settled. Anthony and Piers unpack the Nasdaq's breakout, Nvidia's relentless rally, and why a historic rebound might be more than just a bounce.They dig into Trump's latest attack on Powell and the rise of a “shadow chair” theory already shifting rate expectations—and markets.Plus, why Iran's missile strike on a U.S. base sent oil crashing, not soaring. From data to geopolitics, this episode filters out the noise and finds the signal.(00:00) Intro & Themes in Focus(01:50) Market Resilience Amidst Turbulence(08:12) Nvidia Back on Top(13:18) Trump's Influence on Monetary Policy(25:18) Geopolitical Tensions and Market Reactions

The Bid
225: Retirement Planning: What New Legislation Could Mean For Your Retirement Account

The Bid

Play Episode Listen Later Jun 27, 2025 19:09


In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research by The BlackRock Foundation. So how can investors ensure they're pulling all the levers at their disposal to retire on their own terms?Rob Crothers, Head of U.S. Retirement for BlackRock, will discuss the current state of the retirement landscape and help us unpack a toolkit for retirement savers that's been proposed by the Bipartisan Policy Center and how investors and employers can plan for the future.Key moments in this episode:00:00 Introduction: The Importance of Saving for Retirement00:17 Exploring the SECURE 2.0 Act and Retirement Universals02:01 Current Retirement Landscape and Policy Changes04:06 BlackRock's D.C. Retirement Summit and Key Recommendations06:28 Mechanisms for Better Saving Behavior11:40 Encouraging Early Financial Education14:24 Market Volatility and Long-Term Saving Strategies16:50 Actionable Retirement Considerations18:18 Conclusion and Upcoming TopicsCheck out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq

FactSet U.S. Daily Market Preview
Financial Market Preview - Friday 27-Jun

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jun 27, 2025 4:17


US equity futures higher, European markets extended gains, while Asian markets were mixed. White House announced a trade deal with China, though details were sparse, with the US set to remove countermeasures in exchange for rare earths curbs from Beijing. Commerce Secretary Lutnick flagged 10 additional deals ahead of the 9-Jul tariff deadline but said the date remains flexible. EU leaders considering tariff cuts on US imports to fast-track a deal. US to drop Section 899 "revenge tax" after G7 compromise.Companies Mentioned: MRC Global, DNOW, Comcast, RTL Group, Saab, Embraer

The David Knight Show
INTERVIEW: Financial Markets Don't React — They've Seen Trump Blink Before

The David Knight Show

Play Episode Listen Later Jun 26, 2025 47:39


Despite a joint U.S.-Israel strike on Iran, markets barely flinch—signaling they've learned not to take Trump's threats seriously. This explosive interview dives into why Christian Zionism is being called political idolatry, how pro-Israel loyalty tests are fracturing the right, and the growing war between the BIS, IMF, and Bitcoin over who will control the future of money.Markets Shrug Off U.S.-Israel Strike on Iran (02:25:30 – 02:27:04) Gold, silver, oil, and Bitcoin show minimal reaction to joint U.S.-Israel strikes, suggesting either disbelief in the severity of events or market manipulation by major financial actors.Christian Zionism Criticized as Political Idolatry (02:48:33 – 02:52:57)Christian Zionism is condemned as a distortion of theology, accused of leading believers to support war and foreign interventions at the expense of persecuted Christian communities.Pro-Israel Loyalty Test in Conservative Politics (02:52:58 – 03:01:38)Conservative figures are accused of prioritizing loyalty to Israel over American interests. A generational shift is predicted as younger conservatives push back against foreign entanglements.BIS vs IMF: Stablecoin Suppression and CBDC Agenda (03:01:39 – 03:03:04)The BIS targets stablecoins in what's described as a battle over who will control future digital money, with CBDCs positioned as tools of global financial dominance.Bitcoin Seen as Hedge Against Fiat Collapse (03:03:05 – 03:07:01)Extreme Bitcoin price forecasts are discussed in the context of fiat currency debasement, with Bitcoin framed as a finite refuge from an increasingly unstable monetary system. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

The REAL David Knight Show
INTERVIEW: Financial Markets Don't React — They've Seen Trump Blink Before

The REAL David Knight Show

Play Episode Listen Later Jun 26, 2025 47:39


Despite a joint U.S.-Israel strike on Iran, markets barely flinch—signaling they've learned not to take Trump's threats seriously. This explosive interview dives into why Christian Zionism is being called political idolatry, how pro-Israel loyalty tests are fracturing the right, and the growing war between the BIS, IMF, and Bitcoin over who will control the future of money.Markets Shrug Off U.S.-Israel Strike on Iran (02:25:30 – 02:27:04) Gold, silver, oil, and Bitcoin show minimal reaction to joint U.S.-Israel strikes, suggesting either disbelief in the severity of events or market manipulation by major financial actors.Christian Zionism Criticized as Political Idolatry (02:48:33 – 02:52:57)Christian Zionism is condemned as a distortion of theology, accused of leading believers to support war and foreign interventions at the expense of persecuted Christian communities.Pro-Israel Loyalty Test in Conservative Politics (02:52:58 – 03:01:38)Conservative figures are accused of prioritizing loyalty to Israel over American interests. A generational shift is predicted as younger conservatives push back against foreign entanglements.BIS vs IMF: Stablecoin Suppression and CBDC Agenda (03:01:39 – 03:03:04)The BIS targets stablecoins in what's described as a battle over who will control future digital money, with CBDCs positioned as tools of global financial dominance.Bitcoin Seen as Hedge Against Fiat Collapse (03:03:05 – 03:07:01)Extreme Bitcoin price forecasts are discussed in the context of fiat currency debasement, with Bitcoin framed as a finite refuge from an increasingly unstable monetary system. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.