Podcasts about fomc

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: The COLDCARD hack explained — the first time a major self-custody device has been compromised at scale, and what you need to know Why this hack is different from Mt. Gox, Bitfinex, and FTX and why it matters more for everyday Bitcoiners Strategy confirms it will no longer put 100% of capital raises into Bitcoin — here's what that actually means Three Fed members voted to raise rates, the most divided the FOMC has been in a decade over rate hikes A personal note on transparency, accountability, and my emergency episode on the COLDCARD hack (released on Friday, July 31) Coinkite advisory: https://blog.coinkite.com/coldcard-mk3-seed-generation-warning/  ---- Ledn has a perfect track record protecting over $11 billion in client value through every market cycle since 2018. And Tether Gold is now live on Ledn, giving you two of the most verifiably scarce, non-sovereign assets ever created, held side by side. Hard assets. Real flexibility. One platform. Get .25% off your first bitcoin-backed loan: https://www.Ledn.io/natalie ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  ---- This podcast is for educational purposes only and should not be construed as official investment advice. Always do your own research.

半導體與記憶體成為本波市場賣壓重心，即使科技巨頭財報陸續登場，仍出現「財報優、股價跌」的反應。與此同時，FOMC 會後美債殖利率再度走高，中東局勢反覆再次推升油價。 本集邀請美國研究員 Ralice 與台灣研究員 Jat，解析 Warsh 主持下的聯準會政策轉向，以及 Microsoft、Meta、Alphabet、Tesla 最新財報，掌握 AI 變現、資本支出與自由現金流轉弱的關鍵訊號。

Michael Strain of the American Enterprise Institute and colleague Matt Colyar join the Inside Economics crew to unpack a blockbuster week for the U.S. economy. A bizarre FOMC meeting, fresh GDP and inflation data, new readings on consumers, and financial market gyrations offered plenty to discuss. The group debates what it all means, where the economy is likely to head from here, and of course, play the numbers game. Guest: Michael Strain, Director of Economic Policy Studies, American Enterprise Institute Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, our Global FX Strategists unpack the fallout from the FOMC for the dollar, as well as implications from another round of Japan FX intervention against a BoJ hold. We also look at AUD's reaction to recent local data and implications from the BoE meeting for GBP.   Speakers: Patrick Locke, Global FX Strategy Junya Tanase, Global FX Strategy Ben Jarman, Global Economics, Rates & FX Strategy Kunj Padh, Global FX Strategy    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5388109-0, https://www.jpmm.com/research/content/GPS-5390436-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

The Fed talked tough and did nothing. The 30-year hit a 20-year high. The Dow fell 1,100 points. Gold was the only thing left standing.Tonight's episode is sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmTonight's episode is also sponsored by Ethos. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/gold. Application times may vary. Rates may vary.The Federal Reserve left rates unchanged at 3.5% to 3.75%, exactly where they were before Kevin Warsh took over, despite a 30% market-priced chance of a hike and three FOMC members dissenting in favor of one. Peter Schiff breaks down a press conference where Warsh declared "no tolerance" for inflation above 2% while doing nothing about it, hiding behind the excuse that the Fed "doesn't have a magic wand." Nobody asked for magic, just for the Fed to use the tools it actually has: higher rates, a smaller balance sheet, slower money supply growth. Warsh delivered none of them, and Schiff argues he made the same choice as his predecessors. Inflation is a choice, and the Fed chose it again.The markets rendered their verdict immediately. The 30-year Treasury yield hit 5.22%, its highest in roughly 20 years, the Dow fell 2.2% or about 1,100 points to close on the lows, and the Nasdaq 100 is now down over 3% on the week as the air keeps coming out of the AI bubble, with Meta down 10% after missing earnings and SanDisk off 30% in three days. Gold told the real story: it closed up $40 at 4,070 and never broke 4,000, because rising yields driven by a loss of confidence in the Fed are bullish for gold, not bearish. Schiff calls gold the last safe haven standing. He also covers consumer confidence at a five-year low, a $101.5 billion June trade deficit proving the tariffs accomplished nothing, and why Mamdani's government-run grocery stores will empty shelves, bankrupt private grocers in the poorest neighborhoods, and recreate Soviet bread lines in New York City.Chapters:00:00 Debt Bubble Reality00:37 Fed Holds Rates Steady03:34 Two Percent Target Doubts16:05 Q&A Exposes Inaction27:38 Markets React Bonds Stocks Gold31:45 Yields and Gold Misread35:02 Gold Safe Haven Case37:40 Fed Fallout and Data43:12 NYC Government Grocers55:42 Capitalism and Wrap UpFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They will discuss this weeks FOMC meeting. https://bit.ly/4wz7e16   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX  

Live reaction to the most uncertain FOMC meeting in years. What the markets are doing before and after. The two competing views driving the uncertainty. Any surprises in the Fed statements (YES!). Yields. Curves. TIPS. Swaps. All the relevant info. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

The Federal Reserve, under Kevin Warsh, has decided to keep interest rates steady. Former Fed vice chairman Roger Ferguson discusses the decision and the FOMC member dissents. After Dr. Anthony Fauci's testimony before the Senate Homeland Security Committee, Committee Chair Sen. Rand Paul (R-KY) discusses his plan to consider holding Dr. Fauci in contempt for exercising his Fifth Amendment rights 111 times throughout the hearing. CNBC's Dan Murphy reports on the latest strikes between the U.S. and Iran, and Amos Hochstein, former White House Senior Advisor for President Biden, discusses strategies in regional conflict and its impact on global energy.     Roger Ferguson - 5:05 Sen. Rand Paul - 21:11 Dan Murphy - 37:03 Amos Hochstein - 42:50   In this episode: Rand Paul, @SenRandPaul Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian from Santiment joined me to review the crypto market metrics for Bitcoin, XRP, Ethereum, Cardano, and Solana.

Crypto News: Democrats and the Banks continue to work on Clarity Act compromises. Fed leaves rates unchanged and Bitcoin chops sideways. BNY targets $8.6 trillion transfer agency market on blockchain rails.

Today, a look at the market's concern that this Fed isn't determined to get ahead of inflation and the impact on US treasury yields, which spooked market sentiment broadly in the US yesterday. Elsewhere, Microsoft's strong earnings report after the close is doing what it can to stabilize risk sentiment, even as the market soured further on Meta on its earnings call. Today and tomorrow feel high stakes with the negative shift in sentiment after the important FOMC pivot point, and Apple and Amazon are reporting after the close today. This and more on today's pod, which was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links WSJ Fed reporter (no longer whisperer?) Nick Timiraos with a good quick take on the contradictory messages and takeaways from this FOMC meeting. Are the memory prices just too darn high? FTAlphaville takes a look. ArsTechnica reports that Anthropic's Mythos is finding bugs faster than Microsoft can fix them. Mike Green with a forensic investigation of the pump in semiconductor stocks in Q2 and to what degree leveraged ETFs were to blame (Behind paywall, but can be read for free as a one-off).  About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

LIVE FOMC: Everything changes today as the Federal Reserve's decision could send Bitcoin, crypto, and altcoins into major volatility. Join us live for breaking crypto news, FOMC analysis, and what today's announcement means for the Bitcoin price, Ethereum, XRP, and the entire crypto market. Join - https://www.skool.com/discovercrypto/about ​​If you have ever made money watching this channel, we need your help! Join the community to help us create the best Crypto education platform on the planet!  Blofin - https://partner.blofin.com/d/DiscoverCrypto Toobit - https://www.toobit.com/t/discovercrypto

Are investors overreacting to rising credit spreads among the largest AI hyperscalers? As companies like Amazon, Microsoft, Alphabet, Meta, and Oracle continue borrowing heavily to fund massive AI infrastructure, headlines are warning of "carnage" in hyperscaler credit markets. But does wider credit spread really signal financial trouble—or simply reflect unprecedented capital spending? Lance Roberts & Michael Lebowitz examine what credit default swaps (CDS), bond spreads, and AI capital expenditures are actually telling investors. We'll separate sensational headlines from market reality, and explore whether this is a genuine warning sign or another example of fear outrunning the fundamentals. 0:00 INTRO 1:01 - Markets Sell of as Margins Unwind 3:48 - What Happens When Moving Averages Are Broken 7:22 - Yields Respond to FOMC 9:42 - What Walsh Didn't Say... 14:01 - Four Things (he did say) 16:01 - No Support for Rate Hikes in Slowing Economy 21:26 - Momentum is the Market Driver (and it's unwinding) 23:24 - Why the 2% Inflation Target? 27:09 - Google vs Microsoft Earnings & Market Responses 30:25 - Hyperscalers & Credit Spreads 36:34 - Oracle is the Problem Child 37:42 - Market Price Narratives are not Realistic 39:42 - The Importance of Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lsx5FwAF_mQ ------- Articles mentioned in this report: "Carnage In Hyperscaler Credit: Really?" https://realinvestmentadvice.com/resources/blog/carnage-in-hyperscaler-credit-really/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Consolidate as Sector Rotation Strengthens," https://youtu.be/pG8vxTC6oco ------- Watch our previous show, "Will the Fed Meeting Matter?" https://youtube.com/live/NXuTqIZToX0 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #TechnicalAnalysis #MomentumStocks #MarketOutlook #ArtificialIntelligence #Investing #TechStocks #PortfolioManagement

Tony Zhang, Jessica Noviskis and Rich Excell are back to talk about the macro that matters! This time, it is all about the FOMC - is the bond market already giving up on Chairman Warsh? What does that mean for stocks? Will investors switch at some level? It is also about earnings - they have been off the charts, so why aren't stocks higher?  The gang touches on all of this.  Make sure you reach out to cfachicago.org to get your CE credits after you listen  

A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.======== 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

Kevin Gordon of Charles Schwab says the lack of movement in cap-weighted indexes is masking major moves beneath the surface, with a breakdown in momentum and a rotation away from megacaps and semiconductors. Gordon says the fact that the market has held up is a positive sign, and also analyzes the bond market's reaction to this week's FOMC meeting.======== 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

[핫이슈, 더 깊게] 코스피, 패닉셀 이어진 이유? FOMC 후폭풍인가?

Pakistani Foreign Ministry Spokesperson said discussions between Tehran and Washington are ongoing regarding the situation in the Strait of Hormuz and de-escalation, Al Jazeera reported.Al Arabiya added that tangible results have not yet yielded results (Brent -0.1%)US equity futures are firmer across the board despite contrasting Meta (-8.8% pre-market) and Microsoft (+8.8% pre-market) earnings.DXY rebounds following the FOMC-induced losses, with focus now on PCE and GDP metrics.Fixed income benchmarks are lower across the board; BoE policy announcement awaits. Looking ahead, highlights include German Inflation Flash (Jul), US GDP Advance (Q2), PCE (Jun), Initial Jobless Claims (Jul/25), Personal Spending (Jun), Chicago Fed Labor Market Indicators (Jul), BoE Policy Announcement & MPR (Jul). Speakers include BoE Governor Bailey, Earnings from Bristol Myers Squibb, Mastercard, Apple & Amazon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses the firm's newly launched R3 billion hybrid debt fund and its aim to close the funding gap for SA's underserved mid-corporate market.

Matty A. and Ryan Breedwell dive into a packed week for the financial markets, starting with predictions for the upcoming FOMC rate decision and the impact of the ongoing Iran conflict on global oil prices. They explore how inflation and geopolitical tensions are keeping the S&P 500 range-bound, while highlighting crucial earnings reports from major AI and semiconductor companies like SanDisk, Seagate, and Nvidia.The hosts also analyze the recent spike in United States real estate foreclosures, breaking down why record-high homeowner equity and supply shortages mean a housing crash is highly unlikely. Finally, the conversation shifts to digital assets, discussing the Crypto Clarity Act, the regulatory threat to meme coins, and how tokenization could soon reshape institutional finance.KEY TOPICS DISCUSSEDFOMC rate hike probabilities and Citadel's surprise hike prediction.Impact of the Iran conflict on global oil prices and WTI trends.Semiconductor stock pullbacks and AI data storage investments.Q2 tech earnings expectations for Meta, Apple, and Microsoft.Analysis of rising United States real estate foreclosures compared to 2019.Record homeowner equity and the national housing supply shortage.The Crypto Clarity Act and the future of real world asset tokenization.Regulatory crackdowns on meme coin markets and platforms like PumpFun.KEY TAKEAWAYSA surprise FOMC rate hike is highly unlikely given current market conditions, despite some hawkish institutional forecasts.Geopolitical energy shocks are being digested faster by the market, with oil prices retreating sharply after recent spikes.Semiconductor and memory storage companies present strong buy opportunities as they continue to beat earnings despite broader tech sector pullbacks.The current real estate market is insulated from a crash due to a massive 11 trillion dollars in tappable equity and pervasive sub-6 percent mortgage rates.The impending Crypto Clarity Act will likely eliminate unregulated meme coin exchanges while attracting trillions in institutional capital to legitimate tokenization projects.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technology and portfolio manager at T. Rowe Price Tony Wang talks all things tech and where he thinks the best trades are in that market.Then, the Fed keeping interest rates at 3.5-3.75%. All the details from today's FOMC meeting and why Fed Chairman Warsh is praising the surge in high tech capex. Plus, earnings results from Starbucks, SK Hynix and more. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Szytel hosts Dividend Cafe on Wednesday, July 29, describing a volatile “Fed day” as the FOMC held Fed funds unchanged at 3.50%–3.75%. Markets swung sharply and finished broadly lower, with the Dow down 1,153 points (about 2%), the S&P 500 down 1.5%, and Nasdaq down 1.7%, alongside higher rates, rising Middle East tensions involving the U.S. and Iran, and WTI up nearly 7%. He notes a dramatically steepening yield curve, reduced reliance on forward guidance as described by Warsh, and futures implying a 53% chance of a September hike and 31 bps of hikes through year-end. He highlights a divided Fed with three dissenters and discusses a question comparing AI hyperscalers to GFC-era “systemically important” financials, contrasting past equity wipeouts with proposals for government equity participation in AI firms. 00:00 Welcome and Fed Day 00:43 Market Whipsaw Recap 01:17 Rates Oil and Geopolitics 01:38 Yield Curve and Fed Signals 03:01 AI Bailout Question 03:30 GFC Parallels and Differences 04:28 Wrap Up and Takeaways Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today, we wonder if the back side of SK Hynix's earnings report overnight and the popping of the leveraged ETF bubble in some of the single tech names has now largely run its course - leaving the market for its next move - whether broadly up or otherwise. Certainly, a key event risk like today's FOMC and/or Friday's Bank of Japan meeting could serve as a pivot point. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

The Federal Reserve has spoken... Now it's time to separate the headlines from what really matters. In this special episode, I'm joined by bond market veteran Bill Addiss to break down the latest FOMC interest rate announcement, Chairman's press conference, and the market's reaction. With decades of experience following the fixed-income markets, Bill brings a unique perspective on what the Fed's latest decision means—not just for bonds, but for stocks, commodities, currencies, and the economy as a whole. Markets often react instantly to the Fed's decision, but the biggest moves frequently come from the subtle changes in language and future guidance. The question every investor should be asking is: What did the Federal Reserve actually tell us about where interest rates—and the economy—are headed next? In today's episode, we'll discuss: The latest FOMC interest rate decision Key comments from the Federal Reserve and why they matter What the Fed's statement says about inflation and economic growth How the bond market interpreted the announcement What higher—or lower—interest rates mean for stocks, bonds, real estate, commodities, and cryptocurrencies The sectors most likely to benefit from the Fed's next move Bill will also share his professional insight into how institutional investors analyze Federal Reserve policy, helping traders understand why the bond market often predicts major shifts before the stock market catches on. Because when it comes to the Federal Reserve... It's not just the decision that moves markets—it's the expectations for what comes next. Listen now:

It's Q&A Wednesday, and Lance Roberts & Danny Ratliff answer your questions from our YouTube Live chat while discussing one of the week's biggest market events: the Federal Reserve meeting. Will the Fed's latest decision change the market's direction, or is earnings season, inflation, and economic data driving the bigger story? We answer your questions on investing, portfolio management, retirement planning, market volatility, interest rates, AI stocks, and the economic headlines shaping investor decisions. 0:00 INTRO 0:53 - US/Iran Tit-for-tat, FOMC & Rates w No Forward Guidance 3:15 - Earnings Beat Rate at 83% 4:42 - Markets Languish Below 50-DMA 9:24 - Earnings Prelude 10:31 - What has raised living standards (defining "living standards") vs Happiness 15:40 - Social Media & comparisons to wrong benchmarks 17:26 - The Role of Moving Averages (and how we use them) 21:06 - Using Odd Moving Averages vs 20-, 50-, 100-DMA standards 22:10 - Buying Chinese Chip Stocks (or any International stocks)? 24:24 - Where to Find Earnings Estimates by Sectors 25:33 - Mag-7 performance, Microsoft, & Free Cash Flow 28:24 - Repatriation of Money to Japan? 29:36 - Will AI Improve Middle Class standards of Living? (Solo-preneurships) 32:44 - Should We Incentivize Young Couples to Have Children thru Tax Credits? 36:40 - Will Interest Rates & Inflation Continue to Move Up? 37:02 - Is GIS a Dividend Trap? 40:06 - Most pressing worry in current environment: What we don't know 40:33 - When Bear Sterns Collapsed... Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, DAnny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/NXuTqIZToX0 ------- Articles mentioned in this report: "AI Capex Depreciation Risk Is The Catch To Record Earnings" https://realinvestmentadvice.com/resources/blog/ai-capex-depreciation-risk-is-the-catch-to-record-earnings/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Consolidate as Sector Rotation Strengthens," https://youtu.be/pG8vxTC6oco ------- Watch our previous show, "Do You Really Know Your Risk Tolerance?" https://youtube.com/live/m3KZ1fbws2k ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FederalReserve #StockMarket #Investing #FinancialPlanning #QAWednesday #StockMarket #MarketRotation #Investing #SP500 #PortfolioManagement

Today we were delighted to welcome James West, Managing Director and Head of Energy and Power Research at Melius Research. James is a longtime energy analyst with more than 25 years of experience leading research teams covering oilfield services, equipment, clean energy, and power at Lehman Brothers, Barclays, Evercore ISI, and now Melius. Since joining Melius, James has expanded his coverage to include independent power producers (IPPs) and the broader power ecosystem. We were pleased to visit with James to hear his latest perspectives on the rapidly evolving energy landscape and the investment themes shaping the next decade. In our conversation, James reflects on his transition from Evercore ISI to Melius and explains why he believes the traditional Wall Street research model is evolving toward a more integrated approach that combines energy, power, technology, and industrials. We discuss how AI-driven electricity demand is accelerating the convergence of these sectors, why access to reliable power has become the biggest bottleneck to AI deployment, and why understanding the entire energy value chain has become increasingly important for investors. We examine the latest earnings season, the recent wave of energy, power, and nuclear IPOs, and how investor sentiment has shifted from enthusiasm around AI infrastructure to a greater focus on execution and capital discipline. James explains why he remains constructive on the long-term outlook for oilfield services, offshore development, international upstream activity, independent power producers, and natural gas, while highlighting the growing importance of behind-the-meter power solutions, regulatory reform, and grid infrastructure. We explore the outlook for advanced nuclear, geothermal, and critical minerals, Canada's strategic role in North American energy markets, how investors are balancing long-duration growth opportunities with near-term market volatility, and why AI is changing the way companies communicate with investors. As James notes, “your press releases have to be written for Claude or ChatGPT, whoever's going to read it before the analyst.” We wrap up the discussion with James' reflections on New York City's enduring role as a global financial and innovation hub. We greatly enjoyed the conversation and appreciate James taking the time to join us. To start the show, Mike Bradley noted that fixed income markets were focused on the upcoming FOMC meeting, scheduled for Wednesday. The consensus expectation is for the Federal Reserve to leave interest rates unchanged. However, there remains a small possibility of a 25-basis-point rate increase, a move that could place Chairman Warsh in President Trump's crosshairs. From a broader equity market standpoint, the S&P 500 was up ~0.5% and the DJIA had gained 600 to 700 points. He attributed much of Tuesday's advance to the sharp decline in oil prices. He also highlighted ongoing sector rotation, with investors shifting capital out of semiconductor stocks and into industrial names. Apple joined the exclusive $5 trillion market-cap club. Another key area of focus this week will be AI-related capex, with three of the Magnificent Seven technology companies scheduled to report earnings. On the oil market front, he highlighted the sharp decline in crude prices, noting that Brent crude had fallen by ~$13/bbl during the week to ~$83/bbl, while WTI crude had declined by ~$11/bbl to ~$78/bbl. He attributed the selloff to rapidly shifting sentiment surrounding the on-again, off-again conflict with Iran. He concluded by noting that the Energy sector had been one of the market's strongest performers over the past several weeks but was down ~4% this week as declining oil prices weighed on sentiment. He emphasized that investors will be closely focused this week on second-quarter earnings reports from the U.S. integrated oil majors and refiners. Investors are hopeful that refiner commentary will provide greater insight into global refined product market fundamentals. Jeff Tillery noted that enthusiasm around AI-driven power infrastructure has cooled alongside AI capex sentiment, pressuring many merchant power and generation stocks, including several recent IPOs. Looking ahead, he believes the sector is entering an execution phase where investors will begin distinguishing between winners and losers rather than rewarding the entire theme uniformly.

Stocks were lower in very choppy post-FOMC trading, with a lot of Fed-related moving pieces. Chair Warsh's press conference offered very few takeaways, though both stock and bond market volatility may reflect some uncertainty around the Fed's reaction function and lack of forward guidance.

Charles Schwab's Mike Townsend talks about the "unusual situation" surrounding the Fed and whether it will hike or hold interest rates. He's in the camp that the FOMC will hold, though without forward guidance, he believes a hike is on the table and expects dissents from members. Nate Peterson elaborates more on rate volatility and how the U.S.-Iran war continues to serve as an overhang creating lasting uncertainty. ======== 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

The Fed decided to hold interest rates for July but not without three FOMC members dissenting who instead favored a rate hike. David Busch sees Wednesday's decision and Kevin Warsh's press conference as an attempt to take the spotlight off the Fed and instead focus on market movements and current economic data. Warsh emphasized a 2% target for inflation during the press conference, something David sees as a challenge due to lasting impacts from the U.S.-Iran War and mixed market views on AI spending. ======== 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

The Fed has voted to hold interest rates for July, a decision widely expected by Wall Street. What was unexpected was that three FOMC members voted to raise interest rates. Tom White believes crude oil's price action will drive how the FOMC will vote on interest rates in September. The committee has noted inflation as the key culprit behind price shocks in several sectors of the economy. ======== 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

Kevin Hincks does not see Fed Chair Kevin Warsh and the FOMC raising interest rates for July. He points to recent economic data and consensus data for upcoming prints like core PCE he says tilts toward a pause. Kevin also outlines his expectations for Microsoft (MSFT) and Meta Platforms (META) earnings and why AI ROI will be the point investors watch for the most. ======== 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

Marley Kayden talks about the Fed's decision to leave interest rates unchanged despite dissents from three of the FOMC members. She also discusses the sell-off in Hims & Hers (HIMS) after FTC filed a lawsuit against the company, alleging it shared customers health data.======== 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

Crude futures are firmer after gapping higher overnight on escalating geopolitics, with Iran striking a US base in Jordan and subsequent US-Saudi strikes on Iranian-backed militia.European Bourses began the session on a softer footing but remain relatively resilient to the firmer oil prices and prior APAC weakness, with earnings also providing somewhat of a cushion/impetus in the absence of macro updates.US equity futures are modestly firmer (ES +0.2%, NQ +0.2%), supported by the KOSPI rebound, with focus firmly on the Fed decision.DXY is relatively uneventful, USTs are modestly softer, and precious metals are firmer but to varying degrees ahead of the FOMC. Looking ahead, highlights include the Fed Policy Announcement (Jul), BoC Minutes (Jul). Speakers include Fed Chair Warsh & RBA's Hunter. Earnings from SoFi, Microsoft, Meta, Arm, Qualcomm.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US CENTCOM said IRGC forces launched multiple ballistic missiles from Iran towards US forces based in Jordan.Saudi Arabia's Defence Ministry said air defences intercepted and destroyed several drones, which had attempted to target petroleum facilities in the Eastern Region.US CENTCOM later announced that US and Saudi forces conducted strikes on Iran-backed terrorist sites in Iraq.Crude futures climbed as geopolitical tensions escalated (Brent Oct +2.8%); APAC was choppy, and sentiment deteriorated; Europe looks ahead to a subdued open.US equity futures, DXY, T-Note futures, and spot gold trade sideways ahead of FOMC.Looking ahead, highlights include Swedish GDP Flash (Q2), ECB Wage Tracker, US Atlanta Fed GDP, Fed Policy Announcement (Jul), BoC Minutes (Jul), Speakers including Fed Chair Warsh & RBA's Hunter, Supply from Germany, Earnings from SoFi, Microsoft, Meta, Arm, Qualcomm, L'Oreal, Hermes, Airbus, Porsche AG, BASF, UBS & Standard Chartered.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week's interest rate decision by the Fed.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Matthew Hornbach: Today, will the Fed hold or hike? It's the question in the market right now. It's Tuesday, July 28th at 9:30am in New York. Will the Fed display patience, or has it run out of patience? That's the question hanging over the July FOMC meeting currently underway. We believe the former. We expect the Fed to keep the target range for the federal funds rate unchanged at 3.5 to 3.75 percent. The statement will probably also remain unchanged, reiterating the ample reserve policy, economic activity expanding at a solid pace despite elevated uncertainty. So, Mike, what's your assessment of the situation beyond that? Michael Gapen: Our assessment of the July FOMC meeting is actually the case for hikes is not as persuasive now as it was in June. And I think when we say that and when we come to the decision the Fed will stay on hold this week, we're basing it mainly on the data that has come in since the June FOMC meeting. And two important pieces on that front are employment growth moderated. So, in the June meeting, the three-month average payroll gain was running at about 188,000 per month. And I think it gave the sense that the labor market was really accelerating and there was downside risk to the unemployment rate. The subsequent employment data changed that view. Now it looks like there is much less of an acceleration in hiring and momentum has slowed. So, the labor market doesn't look quite as robust. Second, there was a lot of information, we think, a lot of signal about disinflation. So yes, recent volatility in the Middle East did push oil prices temporarily higher. We'll see where that goes. But underneath the hood, there was significant softness in goods inflation and services inflation, particularly related to housing. So, we do think that there was a lot of evidence that disinflation is here. So, with those two things in mind, we think there's less of a case to hike in July than there was in June. So, we think the right thing... Or what we think the Fed will do is to skip July, try and buy a little more time, get a little more information. If disinflation is indeed here, the Fed stays on hold. If not, and inflation stays firm, well, they can move to rate hikes later this year. But we think the case to hike in July is less compelling than it was in June. Matthew Hornbach: Well, they certainly will get a lot more information between the July meeting and the September meeting. If memory serves, at least two more rounds of all of the major economic data points… Michael Gapen: That's right. Matthew Hornbach: Payroll, CPI, and so on. Michael Gapen: That's right. The gap between the July FOMC meeting and the September FOMC meeting is the longest on the Fed's calendar. Of course, in part, that makes room for Jackson Hole in August, which if the Fed were moving to a tightening cycle, could be a venue to lay out the case for that. But you're right, they will see multiple employment and inflation reports before they meet again in September. Matthew Hornbach: If they really wanted to get ahead of that data and move at this meeting, what is the case for hiking rates in July? How would you think about that perspective? Michael Gapen: I think you could make a couple of cases to hike now. One is recent volatility and conflict in the Middle East has pushed oil prices higher. Maybe it convinces you – you're in a prolonged oil risk premium scenario, and inflation will not dissipate. Second, I think you could argue, well, it's a balance of risks argument. And we think risks have just shifted in the direction of inflation, where last year they were in the direction of a weaker labor market. We eased last year. Let's just reverse those risk management rate cuts this year. So, it's not about inflation in hand, it's about your view of risks around inflation. Another, I think, and to me, this is the most important one, is maybe Warsh wants a regime change in the reaction function. In other words, he emphasizes price stability and achieving the 2 percent target. Well, at some point, words are words and actions are actions. And maybe what he desires is a more hawkish reaction function and kind of a higher interest rate all else equal to guide inflation down to 2 percent more quickly. So, I think, Matt, if we're wrong this week, I think the main reason we're wrong is I'm thinking under an older reaction function, and Warsh is bringing a new one. And right now, we don't exactly know what his reaction function is. And he could reveal it this week as being in a direction where he really wants to concentrate on the inflation side of the mandate to the exclusion of nearly everything else. Matthew Hornbach: Well, I don't think that's lost on markets at all. And in fact, I think that the rise in yields we've seen in the bond market concentrated in the real yield component of the 10-year Treasury bond tells you a lot about how investors are thinking the Fed will react to higher energy prices. As energy prices have gone up, so have bond yields. The relationship between those two asset prices are very strong. And usually what that suggests is if the real yield is going up more than the break-even inflation rate is going up as energy prices rise, it's telling you that investors think the Fed will not look through the rise in energy prices. If you have the opposite happen, where your break-even inflation rate is going higher, more so than the real interest rate is going higher, that would suggest investors think the Fed will look through the energy price increase. That just hasn't been the case, and so I think investors are very much attuned to what they think is the right reaction function for the Fed. But I guess we'll see. Only time will tell. And I think in order to help us tell what the right reaction function is – we'll need some communication from the Fed. And maybe that's where I want to go next with you – is on communication. It does seem like there have been fewer FOMC participants speaking to the public since Chairman Warsh began his tenure as chairman. Is that your impression? How do you think about communication? And since we are in the midst of this FOMC meeting, the press conference… What do you think about press conferences going forward? Michael Gapen: I do think you're right. I haven't counted up the literal official FOMC communications. I do think there have likely been fewer speeches and/or interviews given recently. And whether or not that's a function of Kevin Warsh as the chairman or it's summer and things move a little slower, I don't know. I will say, though, that when participants have spoken, I think we're getting the same, say, normal communication that they brought in the past. So far, I don't read participants as unwilling to provide their view about the outlook for the economy and for monetary policy. On the press conference, boy, would that be a change. I've been of the view that you probably will not get what I'll call a major change to the SEPs or the press conferences in terms of their frequency until the task force on communications has run its course, where I think the deadline is ultimately later this year. So, I don't think the schedule of press conferences will change until 2027, if it changes at all. But if we don't have them… The way that I would look at that, Matt, is to say, if the Fed's speaking less, there will be a vacuum out there to some degree. So, if the Fed's giving its view on the outlook and monetary policy less frequently, something else will fill that narrative, whether it's markets or the private sector or whatever it is. Vacuums are going to get filled. The Fed's speaking less, somebody else will speak more. Maybe that drives volatility more. I guess it would depend on the situation, but I think pulling press conferences would be a major surprise. I don't think it's in market expectations, and my belief is it would probably lead to some increase in volatility over time.How would you read it? Matthew Hornbach: Absolutely. I think the void has already begun to be filled by investors and how they think about the Fed's reaction function, rightly or wrongly. Which is why I think we've seen real yields move in a very positively correlated way with energy prices. Investors are intuiting a certain reaction function to higher energy prices. Whether or not that is the correct view, only time will tell. If we do have a press conference at this upcoming meeting, which looks very likely, investors are going to pay attention to every nuance and every shift in the chairman's tone. How he chooses to address certain questions versus others—or whether he chooses to address them at all—will be important for market participants and how they invest in the bond and currency markets. With that, Mike, thanks again for taking the time to talk. I look forward to catching up with you again in late August around the Jackson Hole symposium. Michael Gapen: Great speaking with you, Matt. Thanks for having me on. Matthew Hornbach: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And share the podcast with a friend or colleague today.

Today, a look at the intensifying sell-off in high momentum AI hardware names, led by a an ugly meltdown in the two Korean memory stocks overnight. Meanwhile, the broader market posted a very different and far more positive day, an intensification of recent patterns. Also, we looked at the recent Alphabet, Tesla and Intel earnings reports and the coming reports from Meta, Microsoft, Amazon.com and Apple with Saxo Equity Strategist Ruben Dalfovo. Finally, a preview of the FOMC meeting tomorrow in the macro and FX discussion and much more also on today's pod, which was hosted by Saxo Global Macro Strategist John J. Hardy. Links From what appears a credible source on X on the risks from the AI transformation to Alphabet's/Google's legacy "benevolent monopoly" business model. Bloomberg weighs in on the circular financing concerns linked to Nvidia after a spate of recent stories. Meta is fighting a mountain of social-media lawsuits, possibly worst legal challenge in its 22-year history. Ford joins race to build the next US light duty vehicle for the US military. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

This week on LPL Market Signals, LPL Chief Fixed Income Strategist Lawrence Gillum is joined by Andrew Norelli of J.P. Morgan Asset Management to discuss the upcoming FOMC meeting. And while markets expect another pause, the bigger question is whether the Fed is preparing investors for more tightening ahead. As such, investors are focused on the path of interest rates, inflation risks, and what comes next for fixed income markets. Lawrence and Andrew share their expectations for the Fed meeting, debate whether markets are underpricing inflation, and highlight opportunities across rates, credit, and securitized sectors as investors navigate an uncertain macro environment. This isn't another discussion of consensus expectations. Instead, we focus on the non-consensus views and market outcomes investors may be overlooking. Tracking: #1147690

The market is holding its breath. Tomorrow's FOMC interest rate decision could set the tone for stocks, bonds, commodities, and cryptocurrencies for weeks to come. While most investors are focused on whether the Federal Reserve will raise, cut, or hold rates steady, the real opportunity often lies in what the Fed says next. Will policymakers signal that inflation is finally under control, or suggest that higher interest rates could remain with us longer than expected? In today's episode, we'll break down everything you need to know before the Fed announcement and discuss how tomorrow's decision could impact the broader financial markets. We'll discuss: What to expect from tomorrow's FOMC meeting How interest rate decisions influence stocks, bonds, and the U.S. dollar The key sectors that could benefit—or suffer—from the Fed's next move The technical levels traders should be watching before the announcement We'll also examine the latest developments involving Iran and the growing impact geopolitical tensions are having on crude oil prices. As energy costs rise, they can quickly become a major driver of inflation, complicating the Federal Reserve's fight to bring prices under control. We'll cover: The latest headlines from the Middle East Why oil prices remain one of the biggest inflation risks How higher energy costs could influence future Fed policy What it all means for investors and traders Finally, I'll walk through two new trades I entered today, explaining the technical setup, my reasoning behind each position, and the risk management plan going forward. Because successful trading isn't about predicting the news... It's about preparing for the market's reaction. Listen now:

US equity futures are weaker, Asian markets are sharply lower while European equities are modestly higher. Markets are being driven by a rotation away from momentum into broader sectors, supported by easing oil prices and lower yields following a pause in Middle East hostilities, though skepticism around a lasting resolution remains. At the same time, concerns around AI capex sustainability and competitive pressures, particularly from China, continue to weigh on sentiment, while investors remain cautious ahead of the FOMC decision and a heavy week of earnings.Companies Mentioned: Lantheus Holdings, NVIDIA

We check in with Bob Elliott of Unlimited Funds for his perspective on what decisions may come out of the FOMC meeting. Dan Basse of AgResource Company previews Yield Academy. And Michelle Rook interviews Courtney Knupp who will be the new CEO at USB.See omnystudio.com/listener for privacy information.

As the Fed begins its interest rate meeting, Zed Francis talks about his predictions for tomorrow's meeting and ways it can shake up volatility. He gives investors his full picture perspective on volatility trends and ways the Fed's decision shift momentum in the VIX, especially if the FOMC votes for a rate hike.======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Has the Senate shelved the Clarity Act? Seth Ginns talks more about the back and forth between Democrats and Republicans on key sticking points in the legislation but says "we're feeling quite good" it will get passed. When it comes to the Fed, he highlights his expectations for crypto should the FOMC tighten interest rates. ======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

European bourses began the session firmer despite sharp tech-induced losses in APAC. Oman is said to have presented to Iran a proposal for a joint regional mechanism to manage the Strait of Hormuz with "voluntary fees"; Iran is reportedly demonstrating 'flexibility' over Hormuz Strait operations.Crude futures are softer amid continued efforts to end the US-Iran war, and with the pause in strikes at day three. DXY was directionless throughout most of the morning before edging higher in recent trade, with the FOMC looming on Wednesday.Looking ahead, highlights include US ADP Employment Change Weekly, Goods Trade Balance Advance (Jun), Retail Inventories Ex Autos Advance (Jun), Wholesale Inventories Advance (Jun), Consumer Confidence, Atlanta Fed GDP (Q2). Supply from the US. Earnings from PayPal, Boeing, and Ford.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week on Stock Market Options Trading, Eric O'Rourke and Brian Terry break down the latest market action following geopolitical headlines, discuss why the recent SPX rally continues to stall, and share several option trading ideas they're watching this week.Topics covered include:Why the latest SPX gap higher failed and what it says about market sentimentCurrent gamma levels and key support/resistance zonesThis week's major economic events, including the FOMC meeting, GDP, PCE, and Consumer ConfidenceWhy intraday trend trading has become more challenging in recent weeksNew research showing stronger end-of-day trading opportunitiesEric's updated 0DTE trading approach and end-of-day Iron Condor strategyBrian's QQQ and Micron (MU) broken-wing put butterfly tradesManaging defined-risk option strategies during volatile marketsWhether you're trading SPX, QQQ, or individual stocks, this episode explores how current market conditions are changing the way we approach options trading and risk management.Resources Mentioned► Alpha Crunching: https://alphacrunching.com► Stock Market Options Trading Podcast: https://www.stockmarketoptionstrading.netIf you enjoy systematic options trading, backtesting, and weekly market analysis, be sure to subscribe for new episodes every week.#SPX #OptionsTrading #StockMarket #0DTE #SPXOptions #Gamma #FOMC #IronCondor #QQQ #Micron #TradingPodcast

Today, we look at a few things that unfolded late last week in reaction to some of the first big earnings reports of this quarter and preview the week ahead, which is the biggest one for this quarterly earnings cycle. It's a big week ahead for macro as well, as the FOMC, Bank of England and Bank of Japan are all up later this week. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

This week, Liz Ann Sonders and Collin Martin discuss one of the market's biggest themes, AI, and why the enormous capex spending on AI reinforces the importance of portfolio rebalancing. Liz Ann explains how AI-related companies now make up a significant share of major stock indexes and explores the risks that come with growing concentration in a handful of large-cap names. Rather than trying to predict which AI winners will emerge next, she highlights rebalancing as a disciplined way to trim outperformers, add to lagging areas, and maintain diversification. The conversation also touches on opportunities beyond the largest technology stocks, including equal-weight index funds, small-cap stocks, and quality-focused investing. On the fixed income side, Collin discusses how investors can think about rebalancing bond portfolios by balancing interest-rate risk and credit risk. He explains why investors sitting in cash or very short-term investments may be able to capture higher yields further out on the yield curve and why selective exposure to higher-quality corporate bonds may still make sense despite relatively tight credit spreads. Finally, Liz Ann and Collin discuss how inflation, AI-related investment spending, and the strength of the consumer could shape both Fed policy and market performance in the months ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.  Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Diversification, rebalancing, and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability. Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options: https://www.schwab.com/Futures_RiskDisclosure prior to trading futures products. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0726-KJ39) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

RenMac breaks down the case for a Fed hike next week — Neil Dutta's "Why Not Now?" call, with September already priced at 100% — as AI capex, rising oil, and tariffs push inflation the wrong way and Warsh weighs moving in his honeymoon. The team also discusses the momentum crash and why the bounce is better sold than endorsed, real yields zapping gold and duration, $100 oil as the Iran conflict shuts the Red Sea, tariff maneuvering after Section 122's expiry, rotation into banks and healthcare, and the week ahead in the July 29 FOMC and core PCE.

This week, our global FX and EM strategists discuss the bullish risks for USD into the FOMC meeting, EM FX movers (ZAR, CLP, HUF), GBP valuations & BoE, as well as key takeaways on cross-border M&A flows in 1H'26.    Speakers Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy Anezka Christovova, Head of EMEA EM Local Markets Strategy Octavia Popescu, Global FX Strategy   This podcast was recorded on 24 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5374884-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

BOOTCAMP: Estructuras de Mercado - este 28 de Julio No te lo pierdas. Mas info clic Aquí!

Iran deal dead. DOGE dead. Saylor selling at a loss. Medieval serfs kept more of their income than you do. I warned you about all of it.This episode is sponsored by DripDrop. Stock up now at http://dripdrop.com and use promo code GOLD for 20% offThis episode is also sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmThe Iran peace deal collapsed and the war is back on, with Trump acknowledging he was "two weeks from a depression" when he agreed to the MOU — a confession Peter Schiff says handed Iran all the leverage. Oil jumped 6% to $75, but the real story is bond yields: the 10-year hit 4.58% and the 30-year 5.07% — nearly at cycle highs despite oil being 25% below its peak, proving the debt, not the war, is driving yields higher.FOMC minutes revealed that 9 of 13 members now support rate hikes after zero did just 90 days ago — theatrics Schiff says Warsh is orchestrating to appear hawkish without ever delivering. The May goods trade deficit exploded to $106.5 billion despite Trump's tariffs, continuing the pattern from his first term. DOGE was officially shut down with zero spending cuts achieved. Strategy sold 3,588 Bitcoin at a $15,000 per coin loss while Stretch sank to $86, and Trump's new savings accounts give kids $1,000 in borrowed money they'll repay through inflation. Schiff closes by noting that medieval serfs kept 75% of their output — more than the average American keeps today — making modern taxpayers lower in status than feudal peasants.Chapters:00:00 Freedom Versus Slavery00:46 Iran Deal Collapses05:04 Markets React to War07:15 Oil Bonds and AI Bubble16:17 Fed Minutes Rate Hike Theater21:28 Tariffs Inflation Excuses26:10 Real Rates and Debt Trap27:41 Trade Deficit Reality Check30:03 AI Threat to Services Surplus32:32 Democracy Deficits and Rights34:59 Rights And Healthcare36:28 Housing And Free Markets40:08 Tax Cuts And Wealth Theft45:55 Taxes And Modern Slavery48:25 DOGE Shutdown And Bitcoin CrashFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy