Podcasts about financial markets

US equity futures rose Friday after Thursday's selloff. Asian equity markets were mixed, and European markets opened mostly softer. The market focus stayed on the “Mag 7” earnings. Amazon shares jumped 13% after hours on accelerating AWS growth and a guidance upgrade, while Apple gained 2% on strong holiday iPhone demand guidance despite weaker China sales. Meanwhile, markets continued to digest the Fed's rate-cut message, while number of sell-side firms reiterated expectations for a December rate cut, upward pressure on rates has persisted, with flatter rate cutting path seen through year-end 2026. On the other hand, the Trump-Xi meeting delivered widely expected trade truce, though broad strokes had already been reported and détente still seen as fragile.Companies Mentioned: Netflix, Warner Bros., Intel, Coherent

Nvidia announces a slew of deals with major South Korean firms involving more than 250,000 Blackwell A.I. chips with CEO Jensen Huang due to address the APEC summit in Gyeongju. Apple posts a Q3 beat thanks to strong iPhone sales while Amazon shares are up 13 per cent in after-hours trade following its fastest growth in cloud computing in years. In Frankfurt, the ECB holds rates steady at 2 per cent for the third consecutive meeting. President Christine Lagarde tells our Italian colleagues at Class CNBC she believes the continent is “in good place”.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US equity futures were steady Thursday, Asian equity markets ended mixed and European markets opened mostly lower. Markets continued to digest the Trump–Xi meeting outcome, where the US agreed to lower tariffs on China to 47% in exchange for resumed soybean purchases and a one-year pause on rare earth curbs, as well as cracking down on fentanyl precursors. In addition, the US and South Korea finalized a trade deal involving $350B in South Korean investment for tariff relief. Monetary policy was another focus as the Fed delivered a 25 bp rate cut but signaled caution about further easing, with Chair Powell stressing that a December cut is “far from” certain. Meanwhile, the ECB is expected to keep policy unchanged, while the BoJ held rates steady with two dissenters again voting for a hike.Companies Mentioned: Warner Bros., Liberty Global, Telefonica, OpenAI

President Trump slashes tariffs on China to 47 per cent following a “12 out of 10 meeting” with his Chinese counterpart Xi Jinping in the South Korean city of Busan. Trump said that all rare earth restrictions had been lifted as one of several concessions from Beijing. Federal reserve Chairman Jerome Powell casts off assumptions of a definite December rate cut following the FOMC's decision to cut rates by 25bps – their lowest level in three years – causing markets to waver. Airbus posts a Q3 net profit beat and confirms FY guidance despite scaling back production targets for the A220. CEO Guillaume Faury told CNBC that so far US-EU tariffs have not disrupted the plane maker's supply chains. However, U.S. tariffs and Porsche's abandonment of EVs for petrol engines push Volkswagen to a €1.3bn quarterly loss. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P futures are up +0.3% and pointing to higher open as investors gear up for a packed day of earnings. Meta, Microsoft, and Alphabet are all scheduled to report after the close. Asian markets closed mostly higher, with the MSCI APAC ex-Japan index reaching a fresh record high. European equity markets opened mostly softer today, though the FTSE 100 is edging higher, supported by miners and the energy sector. Companies Mentioned: NVIDIA, Apple, Ryerson Holding, Olympic Steel

UBS posts a pre-tax quarterly profit surge of 47 per cent. We hear from CEO Sergio Ermotti who shrugs off concerns about credit stress. President Trump lands in South Korea where he is due to meet with his Chinese counterpart Xi Jinping. He struck a positive tone speaking to CEOs at the APEC summit in Gyeongju, hoping for a trade deal with China that would see tariffs cut and be “welcomed by the world”. AI stocks push Wall Street to new record highs ahead of todays Federal Reserve rate decision. Nvidia unveils a spree of new bookings at its GTC even in Washington D.C. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P futures are pointing to a flat open today after a strong Monday session. The early-week risk-on sentiment in markets is driven by signs of US-China trade de-escalation, as Presidents Trump and Xi are expected to approve a framework agreement negotiated over the weekend. However, some reports highlight that the deal primarily restores a fragile trade truce rather than addressing deeper, unresolved issues in the bilateral relationship. Asian markets finished lower on Tuesday, while European markets opened broadly softer. Companies Mentioned: BlackLine, Qorvo, MarineMax

Swiss pharma giant Novartis sees Q3 income up by a quarter, allowing it to achieve its FY guidance and countering the fall in generic drug sales Stateside. BNP maintains its forecasts despite Q3 net income and revenue missing expectations. The French bank says it is determined to appeal a U.S. jury's verdict that ruled it breached sanctions on Sudan during the reign of President Omar al-Bashir. UK lender HSBC sees Q3 profits fall by 14 per cent on the back of legal provisions on a Bernie Madoff-related lawsuit. However, the bank still beat forecasts and hiked its net income guidance for the year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Overview: Tune into this week's episode of Launch Financial as we discuss a monster week of earnings, economic data, and the Federal Reserve on their two-day interest rate meeting and decision. All eyes are on the government shut down, markets notching all time highs, and earnings season concluding. Show Notes:

Digital currencies are moving beyond the fringes and into the heart of financial markets. Banks and asset managers are starting to explore their potential, yet adoption comes with questions around regulation, infrastructure, and risk.How ready are institutions to embrace this new landscape? What hurdles lie ahead? And what could the mainstreaming of stablecoins mean for the future of finance in Asia? On Wealth Tracker, Hongbin Jeong speaks to William Lau, Head of Markets and Account Management, APAC, FIS, to find out more.See omnystudio.com/listener for privacy information.

US equity futures are indicating a higher open today. Europe markets have opened higher in early trades. And Asian markets have wrapped up the day higher almost everywhere as trade tensions around the world eased significantly. US and China finalized an outline trade agreement on Sunday, which has been the factor behind the positive sentiment. Japan's Nikkei broke through 50K for the first time in a broad rally. Taiex and Kospi also at fresh record highs.Companies mentioned: Plymouth Industrial REIT, Novartis, Avidity Biosciences, SoftBank, Sony, Warner Bros Discovery

A cooling labor market should tee up more Fed rate cuts and support risk assets. Michel Dilmanian, Portfolio Strategist with the BlackRock Investment Institute, explains the updates we've made to the macro scenarios that inform our risk stance.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.BIIM1025U/M-4936452

The U.S. and China agree the framework of a trade deal with Presidents Trump and Xi Jinping due to meet later this week in South Korea. U.S. Treasury Secretary Scott Bessent says the move will help to dial down any further trade tensions between the two nations. Equity markets in Greater China have responded positively to the news while the Nasdaq is set to start the week 1 per cent higher. France has avoided a hat-trick of ratings agency downgrades, but Moody's has revised its forecast for the country to ‘negative', citing ongoing political turmoil and deficit fears. Swiss pharma giant Novartis has swooped for U.S. biotech firm Avidity in a $12bn cash deal.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mark Thornton reviews David Howden's data-driven guide to long-horizon investing in commodities, useful even for Austrians wary of statistics. Mark explains how the book's method ranks assets by relative valuation, generates 10-year return forecasts, and frames risk premiums, using gold and silver as case studies. Mark highlights how a formal model can still complement Austrian fundamentals and capital-allocation thinking, and he previews an upcoming episode on silver that will build on these results.Purchase The Almanac of Commodities by David Howden at http://mises.org/almanacBe sure to follow Minor Issues at https://Mises.org/MinorIssues

Learning how to invest in Brazil , the hotspot of the year.Global yields are collapsing.The U.S. real rate is barely above 2%. Euro is at zero. Japan is negative.Brazil delivers consistent real returns of 12,09% By Solomon Von Herclestein#investement #brazil #solomonvonhercestein #wealthmanagement

Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios.In this episode of The Bid, host Oscar Pulido speaks with Alex Brazier, Global Head of Investment & Portfolio Solutions, and Navin Saigal, Head of Global Fixed Income for Asia Pacific. Joining from Singapore, they share on-the-ground insights into how investor sentiment, policy divergence, and portfolio positioning are evolving across the region.Alex explains how investors' appetite for risk has returned — with the strongest demand for equities and alternatives now coming from APAC. Navin highlights why Asia's fixed income markets have outperformed this year, as conservative fiscal policy and lower inflation have driven steady yields and strong demand. Together, they unpack what these shifts mean for APAC markets investing and global diversification.Sources: BlackRock Investor Survey, September 2025Insights include:· How global investors are reallocating toward Asia Pacific assets· Why policy divergence between the U.S. and Asia is creating opportunities in fixed income· The growing appeal of short-duration bonds and local-currency exposure· How correlations between the U.S. dollar, equities, and bonds are shifting· The renewed focus on gold and liquid alternatives as portfolio diversifiersKey moments in this episode:00:00 Introduction to Global Market Trends00:32 Focus on Asia's Market Dynamics00:51 Insights from Investment Experts01:53 Investor Sentiments and Diversification05:01 Opportunities in Asia's Fixed Income Markets07:25 Equity Market Opportunities11:03 Currency Risk and Hedging Strategies13:55 Challenges in Asia Pacific Investments16:05 Diversification Beyond Traditional Assets19:22 Looking Ahead: Market Predictions for 202521:53 Conclusion and Upcoming Episodes Check out this playlist to learn more about tariff volatility and global markets: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI

US equity futures were firmer Friday. Asian markets were mostly higher, and European markets opened slightly weaker. The oil market was the main focus as prices spiked after Washington imposed sweeping sanctions on Russia's two largest oil producers, a move expected to disrupt near-term crude flows to China and India. In trade developments, the White House confirmed President Trump will meet President Xi at the October 30th APEC summit, though no major breakthroughs are expected. Reports suggest Washington is preparing new curbs on software exports to China and may launch a Section 301 probe into Beijing's trade-deal compliance. Earnings sentiment stayed upbeat as companies broadly exceeded expectations, while retail trading volumes hit their highest level in five years, underscoring elevated investor participation.Companies Mentioned: Disney, Alphabet, Target, General Motors, Stellantis

U.S. President Trump ceases all trade talks with Canada following an advertising campaign using former U.S. president Ronald Reagan to critique the current administration's tariff policy. In Brussels, EU leaders fail to agree on the use of frozen Russian assets to bolster Ukraine's war effort but European Commission President Ursula Von Der Leyen says the bloc will continue to increase pressure on Moscow. Chinese and Indian state-backed firms are reportedly adjusting their energy policies in the wake of new U.S. sanctions on Russian oil. We hear from the U.S. ambassador to the EU, Andrew Puzder, who says President Trump's efforts to end the Ukraine conflict are genuine.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US equity futures are firmer after Wednesday's losses. Asian markets ended mixed, and European equities opened also mixed. Market sentiment remained focus on geopolitics. The White House is reportedly preparing to curb exports of software-related products to China, including laptops and aviation components, raising concern over a potential escalation in trade tensions. However, President Trump continued to talk up prospects of a deal with President Xi at their upcoming APEC meeting. In energy markets, oil surged after Washington imposed sanctions on Russia's two largest oil producers, Rosneft and Lukoil, for undermining Ukraine peace efforts, while Europe moved toward banning Russian LNG imports. Earnings also drew focus, with high-profile misses from Netflix and Texas Instruments offset by strength in industrial and energy names.Companies Mentioned: Warner Bros. Discovery, Airbus, Leonardo, Thales, Starlink, IonQ, Quantum Computing, Rigetti Computing, D-Wave Quantum

The governmental response to the covid pandemic was to cripple the economy. To compensate for the damage, the Federal Reserve unleashed massive inflation in an attempt to do what the Fed always does in a crisis: bail out the economic actors.Read the article here: https://mises.org/mises-wire/we-have-not-properly-reckoned-economic-insanity-2020Be sure to follow the Guns and Butter podcast at https://Mises.org/GB

Tesla quarterly earnings disappoint due to elevated costs, sending shares down in extended trade. CEO Elon Musk has defended his $1tn pay packet. Luxury giant Kering posts a small improvement in like-for-like sales while cloud computing firm SAP falls short of quarterly expectations. U.S. President Donald Trump slaps ‘tremendous' new sanctions on two of Russia's biggest oil firms – Lukoil and Rosneft – in a bid to bring Moscow to the negotiating table over the war in Ukraine. European Commission Vice-President Kaja Kallas tells CNBC Trump's move is a ‘signal of strength'.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P futures are up +0.1% and pointing to another flat open. Asian equities were mostly lower today. Greater China markets underperformed due to weakness in tech names and ongoing concerns about China's economic recovery. Australia's ASX fell sharply as gold miners tracked steep losses in the precious metals market. European equity markets also opened lower. The FTSE 100 stood out with a +0.7% advance, supported by strength in miners and energy stocks as oil prices climbed. Companies Mentioned: GE Vernova, Alphabet, Meta Platforms

Unicredit posts a bottom-line quarterly beat thanks to stronger-than-expected income within its trading unit. We hear from CEO Andrea Orcel who says he's ‘not given up' efforts at a takeover of German lender Commerzbank. In retail news, Adidas hikes its FY guidance but French luxury firm L'Oréal misses sales expectations. And brewing giant Heineken manages to stem a slump in Q3 sales but says that an uncertain outlook has prompted it to slash FY volume guidance.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P futures are up +0.1% and pointing to a flat open. Asian equities broadly advanced, buoyed by optimism over US-China trade relations and strong gains in Chinese and Japanese markets. European equity markets also opened higher, following Monday's broad-based gains. Markets initially reacted positively to signs of easing US-China trade tensions but have since pared gains. President Trump expressed optimism about reaching a deal with President Xi at the upcoming APEC summit, while reiterating the threat of a 100% tariff if no agreement is reached by November 1st.Companies Mentioned: Apple, Core Scientific, Flour

Sanae Takaichi is elected as Japan's first ever female prime minister after her LDP party agreed to a coalition deal with right-wing partners Japan Innovation Party. U.S. credit risk jitters ease and markets enjoy a comeback rally as investors now eye this week's corporate earnings and a potential trade truce between the U.S. and China. In Europe, EU leaders rally around Ukrainian President Volodomyr Zelenskyy following last week's meeting with President Trump at the White House. Zelenskyy is due in London for meetings with the Coalition of the Willing.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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S&P futures are up +0.4% and pointing to a higher open. Asian equities began the week's trading on a high note, with Japan's Nikkei surging over +3% as political clarity boosted sentiment. Hong Kong's Hang Seng also gained +2.4%, led by sharp advances in big tech. European markets are also higher in early trade as gains are being supported by easing US-China tensions and strong momentum from Asian markets. However, the French CAC is lagging slightly, following S&P's decision to downgrade France's credit rating late last week. Companies Mentioned: Tesla, Hologic, The Cooper Cos, Boeing

The U.S. third quarter earnings season is off to a strong start. We see three reasons why broad momentum can continue – yet prefer select sectors. Natalie Gill, Portfolio Strategist with the BlackRock Investment Institute, explains where. 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.BIIM1025U/M-4916098

European futures are back in the green following Friday's market rout as contagion fears subside about a series of bad loans in the U.S. We hear from UK Chancellor Rachel Reeves who says she aims to tackle the headwinds facing the British economy in November's budget while remaining unwavering to her fiscal commitments. In luxury news, Kering agrees to spin off its beauty division to L'Oréal in a $4bn deal as new CEO Luca De Meo aims to cut debt and refocus the group towards fashion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode:Key findings from the Q3 2025 Market Intelligence ReportWhy asset dispersion is narrowing and what that means for diversificationWhere our models see strength—select metals, emerging markets, and durationThe implications of a neutral dollar and extended U.S. equitiesHow we're positioning portfolios for selective exposure and flexibilityReferenced in this episode:Dantes Outlook Market Intelligence Report (Q3 2025)Substack: https://dantesoutlook.substack.comLearn more: https://dantesoutlook.com 

US equity futures lower with S&P down (1.4%). European equity markets are sharply lower, follows firmer close on Thursday. Asian equity markets were weaker. Bonds strengthen, tracking big move in treasuries which sees US 10-year at 3.95%. Dollar is weaker. Oil down. Gold extends to new record high. Industrial metals mixed. Bitcoin lower. Markets have been keying off renewed turbulence in US regional banking space after KRX fell 6% to four-month low amid regional-bank credit concerns, which added to concerns over souring loans following collapse of subprime auto lender Tricolor and autoparts maker First Brands. Developments drew attention to JP Morgan CEO Jamie Dimon's warning about potential for more revelations. Press also highlighted concerns stemming from riskier credit as big investors dial back exposure.Companies Mentioned: CME Group, Eli Lilly, Novo Nordisk

Today we see that “SNAP” and “EBT” Programs to be Paused Starting November 1. In other news, a decision to Nuke-Strike the United States has been made in Russia, and finally we see that Liquidity Crisis in Financial Markets begin as Reverse Repo Empties. 00:00 EBT Programs Paused 03:23 Nuke-Strike USA 05:59 Reverse Repo Empties

Today we see that “SNAP” and “EBT” Programs to be Paused Starting November 1. In other news, a decision to Nuke-Strike the United States has been made in Russia, and finally we see that Liquidity Crisis in Financial Markets begin as Reverse Repo Empties. 00:00 EBT Programs Paused 03:23 Nuke-Strike USA 05:59 Reverse Repo Empties

ECB board members continue to dampen hopes of further rate cuts. We hear from the heads of the Austrian and Croatian central banks who believe risks remain on both sides. U.S. President Donald Trump has hailed a ‘very good phone call' with his Russian counterpart Vladimir Putin ahead of Ukraine talks in Budapest. President Volodomyr Zelenskyy is due to hold talks at the White House later today. And in banking news, the U.S.-listed shares giant BBVA pop after the Spanish giant failed in its €17bn hostile takeover bid of rival lender Sabadell. It did not manage to reach the 30 per cent threshold to be granted a second attempt.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P futures are up +0.3% and pointing to a higher open today. Asian equities posted mixed results on Thursday, with Japan's Nikkei up +1.2% and Korea's Kospi outperforming on optimism around U.S.-South Korea trade talks. European markets opened narrowly mixed. The Trump administration maintained a hawkish stance on trade as U.S.-China tensions escalated. USTR Greer criticized China's new rare earth export restrictions, labeling them a global supply chain power grab and a violation of trade agreements. Treasury Secretary Bessent dismissed reports that China is leveraging U.S. stock market concerns to push for negotiations, asserting the U.S. won't capitulate due to market fluctuations. Companies Mentioned: Microsoft, Estée Lauder, SL Green Realty

In this episode of Disruption/Interruption, host KJ sits down with Chris Cyrille, founder of SNTIMNT.AI, to discuss how he’s using data science and AI to bring clarity and confidence to crypto investing. Chris shares his personal journey, the challenges of the crypto market, and how his mission-driven approach is changing the way investors and institutions view digital assets. Key Takeaways: Personal Motivation Drives Innovation [3:52]Chris’s journey began with a personal loss, inspiring him to redirect capital toward causes like pediatric cancer and first-generation students. Crypto Volatility and Misinformation [6:25]The biggest challenge in crypto is volatility, fueled by meme coins, speculation, and misinformation, making it intimidating for new investors. Algorithmic Solutions for Peace of Mind [17:51]Sentiment AI’s algorithm “reads the room” to provide actionable signals, helping users invest with greater confidence and less stress. Staying Curious and Creative [26:34]Chris encourages listeners to maintain childlike wonder and curiosity, as unique perspectives drive creative solutions in any industry. Quote of the Show (26:54):“Keep the childlike wonder and to stay curious. I believe that's where the creativity shows itself.” – Chris Cyrille Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Chris Cyrille: LinkedIn: https://www.linkedin.com/in/chris-cyrille/ Company Website: https://sntimnt.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

We hear from a slew of ECB board governors at the IMF Annual Meetings in Washington where they tell us the European economy is on the right trajectory to bringing inflation down and to boost growth but they remain divided over on how to tackle potential future pitfalls. U.S. Treasury Secretary Scott Bessent tells CNBC the White House will act in the U.S.'s best interest as the trade war with China threatens to flare up once again. Bessent said the stock market will not influence any U.S. government decisions. Nestlé posts better than expected Q3 sales with investors anticipating new CEO Philippe Navratil's new strategy for the Swiss food giant. And in tech news, the world's largest contract chip maker, TSMC, posts a near 40% rise in net profit in the third quarter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P futures are up +0.5% and pointing to a higher open today. Asian markets posted solid gains on Wednesday, led by Japan's Nikkei and Hong Kong's Hang Seng, both up over +1.5% as tech shares rebounded. European markets are also moving higher in early trades. The French CAC is leading with a +1.5% advance as French PM Lecornu's willingness to suspend pension reform to secure political support provided some relief, though a vote of confidence is looming on Thursday. U.S.-China trade tensions continue to generate volatility, with President Trump indicating on Truth Social a potential halt to trade on cooking oil products, citing China's refusal to purchase U.S. soybeans. This follows recent threats to double tariffs in response to China's expanded rare earth restrictions, although Trump later reassured that resolution is possible. Companies Mentioned: Apple, Eli Lily, Papa John's

ECB President Christine Lagarde refuses to call an end to the central bank's interest rate cutting cycle despite hailing the resilience of euro zone economies. Lagarde tells our colleagues Stateside she is anticipating all risks. Dutch chip maker ALSM posts net bookings ahead of forecasts for Q3 and is expecting stable sales next year despite a major slowdown in Chinese demand. Luxury giant LVMH posts a 1 per cent increase in third quarter sales thanks to a rebound in the Chinese market. We speak to the CEO of Swiss watch maker Breitling, Georges Kern, who says an easing of political tensions would immediately boost luxury goods consumption.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we discuss the complexities of the current economic landscape, including the soaring price of gold, the dichotomy between economic and financial markets, and the impact of consumer sentiment. We explore the role of journalism in society, focusing on Bari Weiss's new position at CBS News and her principles for journalism, as well as the unhinged reactions to her new mission for the company. 00:00 Introduction and Overview 00:25 Gold Prices and Economic Insights 03:41 Financial Markets vs. Economic Reality 07:22 Trump's Plan to Send Checks to All Americans 08:38 Kristi Noem's Complaints About the “Warzone” of Chicago 12:44 Super Bowl Halftime Show 20:30 Bari Weiss Named Editor-in-chief of CBS News 22:18 Bari Weiss' 10 Core Journalistic Values 34:52 CBS Employee Reactions 41:15 Bari Weiss and Journalism's Future 45:20 Conclusion and Reflections Learn more about your ad choices. Visit podcastchoices.com/adchoices

S&P futures are under pressure, down (1%) as risk sentiment deteriorates following Asian equity weakness and reports that Beijing imposed fees on U.S.-related shipping. China has added five U.S. units of Hanwha Ocean to its sanctions list, escalating trade tensions with the U.S. The move prohibits these entities from conducting business with China and follows reciprocal fee hikes on ships at ports by both nations. Japan's Nikkei fell near (3%) today after reopening post-holiday, while Hong Kong also dropped (1.3%). European markets mostly opened in the red with major benchmarks down near (1%).Companies Mentioned: Goldman Sachs, Broadcom, Ford, Robinhood

The S&P 500 and Nasdaq enjoy their best session since May, even as trade tensions with China simmer while Broadcom jumps 10% after becoming the latest chipmaker to ink a deal with OpenAI. President Trump declares the end of the war in Gaza, as the last living Israeli hostages are returned and hundreds of Palestinian detainees are released. At a special summit in Egypt, Trump points to an era of peace. Silver prices set an all-time high after a historic short-squeeze on the London market.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US equity futures sharply higher with S&P up around 1.5%. Follows worst S&P session on Friday since early April Liberation Day slide. European markets are higher while Asia's ended largely lower. Bonds are firmer in Asia after Treasuries made big gains on Friday. 2-year yield flat to 3.5% and 10-year flat to 4.1%. Dollar slightly higher versus European FX majors and Japanese yen, softer versus Aussie. Oil up. Gold rallies to fresh record high. Big gains also in copper and industrial metals space. Bitcoin near two-week low. Spike in US-China trade tensions remained talking point over the weekend after President Trump on Friday announced additional 100% tariffs on China in response to what he described as hostile actions by Beijing involving announcement of rare earths export curbs, a Qualcomm antitrust probe, tightened customs inspections of Nvidia chip imports, and new port fees for US ships. Companies Mentioned: RPMGlobal Holdings, Big Yellow Group, Blackstone, Caterpillar

We see the U.S. dollar's slide tied to expected Fed rate cuts and fiscal cuts - not evidence its reserve status is under threat. Ben Powell, Chief Investment Strategist for the Middle East and Asia-Pacific, explains why. 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.BIIM1025U/M-4895648

Futures point to a stock market rebound across Europe and the US as President Trump says 'it will all be fine' - after triggering a Friday sell-off with his 100% tariff threat against China. Meanwhile, Israel's military says the first hostages have been released by Hamas under the Gaza ceasefire agreement, as President Trump flies into the region. Iraq's Prime Minister tells CNBC he hopes today marks the start of lasting peace. Over in France, Sebastian Lecornu unveils his new government, two days after being reappointed Prime Minister - and prepares to present a budget proposal today.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US equity futures are firmer. Asian equities ended mostly lower, and European markets opened mostly higher. Market attention remains centered on the AI sector, with growing debate over stretched valuations, circular investment flows, and limited productivity gains raising bubble concerns. In Washington, the government shutdown continues with little progress, as discussions shift to potential broader disruptions and delayed data releases. On the geopolitical front, Israel and Hamas have agreed to a ceasefire and the return of remaining hostages, while investors continue to monitor its potential impact on regional stability and energy markets.Companies Mentioned: NVIDIA, Coinbase, Mastercard, AIG, Allianz, Coface

Market manipulation is an age-old issue. People trying to make money off unsuspecting investors by artificially influencing the price of a stock, say. But what happens when the one manipulating markets isn't human? This week on The Indicator from Planet Money, we bring you five episodes digging into the evolving business of crime. Today on the show, we hear how AI could spell mischief for the markets, and why the law is already behind in preventing it.Related episodes: How much is AI actually affecting the workforce? Shorters Gonna Short For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

US equity futures are slightly higher. Asian equities advanced broadly, and European markets opened mostly softer. Market sentiment remained positive following a rebound in the AI sector, with Nvidia leading large-cap tech gains and continued momentum from recent M&A headlines. September FOMC minutes confirmed most policymakers favored holding rates steady, aligning with Chair Powell's recent hawkish tone. Traders continued to price in the Fed's risk-management stance amid mixed signals on inflation and labor market risks. Meanwhile, the 10-year Treasury auction tailed slightly, reflecting softer foreign demand.Companies Mentioned: NVIDIA, Blackstone, Civitas Resources, SM Energy

S&P futures are up +0.2% and pointing to a slightly higher open. Asian markets were mixed with Japan and Hong Kong lower. New Zealand posted modest gains after a surprise RBNZ rate cut. Mainland China and South Korea remained closed for holidays. European markets are all firmer in early trades. Gold prices surpassed $4,000/ounce for the first time, driven by haven demand amid economic, fiscal, and geopolitical uncertainties. Year-to-date, gold has delivered over +50% returns, supported by concerns over potential market shocks, a possible US government shutdown, and expectations of further Federal Reserve monetary easing. Bullion-backed ETFs experienced their largest monthly inflows in over three years in September. Companies Mentioned: Exxon Mobil, Intel, NVIDIA, Confluent

It's the start of a new quarter, which means it's time for a market recap and our special “Ask Monument Anything” segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to. This quarter, they dig into alternatives, gold's surprising surge, and whether today's bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the latest trend. It's a thoughtful look at what's shaping the markets today and how those themes might matter for investors moving forward. Tune in!! Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights: 0:00 – Disclosure 0:53 – Market recap 7:01 – Alternatives explained 10:30 – Private equity pitfalls 14:39 – Gold's big rally 22:20 – Bull market signals 25:46 – Cash and dividends 37:02 – Final thoughts 41:30 – Disclosure   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   David Armstrong on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/   Nate Tonsager on LinkedIn: https://www.linkedin.com/in/nate-tonsager/   Erin Hay on LinkedIn: https://www.linkedin.com/in/erinhay/    About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com