Podcasts about fomc meeting

Kevin Warsh's Reformist Vision for the Federal Reserve. Guest: Joseph Sternberg. Sternberg analyzes Kevin Warsh's first FOMC meeting, noting a shift toward shorter policy statements and the removal of the "dot plot" forecasting tool. Warsh is initiating five task forces to reform the Fed's intellectual framework, specifically targeting productivity, data quality, and balance sheet management. 7

Stocks rose on Thursday after the Federal Reserve indicated the possibility of a rate hike at their latest FOMC Meeting. Contessa Brewer and Brian Sullivan broke down the market rebound and chipmaker rally with tech analysts Dan Ives and Stacy Rasgon. Jay Woods and Chris Hyzy also joined the program to give their takes on the state of the markets and where they still see opportunity amid the recent volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the key takeaways from the June FOMC meeting, the first for new Fed chair Kevin Warsh

Major averages tumbled as treasury yields jump following the latest decision and statements from the Federal Reserve. Brian Sullivan and Kelly Evans are in Washington to digest the stock and bond market reactions to this month's interest rate decision from the Fed.  In his first press conference as Chairman, Kevin Warsh announced he will create five new task forces to overhaul the Federal Reserve's operations.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Jerome Powell's last FOMC meeting, consumer confidence, semiconductor earnings, inflation projections, and developments in the Iran War. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Matt LueckShow Editing and Production: Matt LueckDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Brent crude oil hits a war-time record of more than $123 per barrel after Axios reports U.S. President Trump is to be briefed on potential further strikes on Iran after rejecting Tehran's offer to re-open the Strait of Hormuz. The ECB and BoE are both expected to hold rates steady later today, following on from the Federal Reserve's decision to keep rates steady. Chairman Jerome Powell is likely to have held his final FOMC meeting which saw the highest level of dissent since 1992. U.S. futures are in the red but eh Nasdaq celebrates Big Tech earnings. Meta, however, hikes its capex guidance once more, planning an A.I. spending spree and reports its first-ever quarterly fall in active users. European equities will also start the day on the back foot with the FTSE spared the worst of the sell-off due to the rise in oil prices.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Singapore shares dipped today as Asian markets traded mixed. The Straits Times Index fell 0.37% to 4,869.50 points at 2.00pm Singapore time, with a value turnover of S$1.23B seen in the broader market. In terms of counters to watch, we have Mapletree Industrial Trust, after the Reit posted a distribution per unit of S$0.0309 for its fourth quarter ended Mar 31, 8 per cent down from S$0.0336 in the same period last year. Elsewhere, from the surprise exit of the United Arab Emirates from OPEC and implications on oil prices, to how tech shares took a hit after the Wall Street Journal reported that AI heavyweight OpenAI had missed internal targets for weekly users and revenue, and what this means for US tech firms set to report overnight, more international and corporate headlines remained in focus. Also on deck – the likely outcome of the Federal Reserve’s April meeting, the last with Jerome Powell as its chair. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeffrey Yap, Regional Head of Wealth Management, Hong Leong Bank.See omnystudio.com/listener for privacy information.

Ahmed Riesgo urges investors to have a "broad, diversified approach" in their portfolios. He explains how his firm is navigating energy disruption in the Strait of Hormuz and the red-hot AI trade to balance risk. When it comes to the Fed, Ahmed says the one unknown factor of this week's meeting is whether Jerome Powell will remain as Fed Chair now that the Department of Justice dropped their probe.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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 hit some of the key headlines surrounding the U.S., Iran, and the Strait of Hormuz creating undercurrents in Wall Street as it braces for Mag 7 earnings later this week. Also on Kevin's radar: the Fed's interest rate meeting and decision, along with the future of its leadership under Kevin Warsh. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Sam Vadas explains why airline stocks like Delta (DAL) and American Airlines (AAL) took off on today's session and previews Wednesday's interest rate decision from the Fed. Sam Vadas explains why airline stocks like Delta (DAL) and American Airlines (AAL) took off on today's session and previews Wednesday's interest rate decision from the Fed. ======== 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

Unusual Whales Pod Ep. 67: Fed HOLDS Rates at First FOMC Meeting of 2026This episode of the Unusual Whales Pod was recorded Live on January 28th, 2026. From housing, to the absolute faceripper in Gold and Silver, the panel breaks down how the macro landscape looks as we breach into 2026.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngJonny Matthews https://x.com/super_macroMartin Pelletier https://twitter.com/MPelletierCIOCem Karsan https://x.com/jam_croissantHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**Disclaimer:Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. Certain investment planning tools available on Unusual Whales may provide general investment education based on your input.

The FOMC meets next week to decide if they will cut interest rates in January. Neither guest on today's panel agrees, with Ben Emons making the case as to why a divided Fed will meet in the middle for no change in rates. Chuck Lieberman argues the Fed won't cut at all in 2026 and that inflation will face upward pressure if the economy stays formidable. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting next week.  And why are precious metals running so hot?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There's a lot on the docket for this week, but Kevin Green says he "won't be surprised" to see SPX compression before the Fed's interest rate decision on Wednesday. However, it could set the stage for a Santa Claus rally to close 2025. On the A.I. trade, KG notes Marvell's (MRVL) steep selling action as Microsoft (MSFT) eyes Broadcom (AVGO) for custom chip orders. Broadcom briefly traded at an all-time high Monday morning ahead of Thursday's earnings. He mentions Oracle (ORCL) as another key earnings print this week. ======== 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

Following recent actions taken by the Federal Reserve to lower interest rates, crypto investors are eyeing new milestones - and potential roadblocks. To find out more, visit https://msgoldira.com/bitcoin-price-prediction-could-bitcoin-hit-130000-with-a-dovish-fed/ MsGold IRA City: Cushing Address: 2340 East Main Street Website: https://msgoldira.com

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc

Amid the ongoing government shutdown, we look at alternate sources of data to draw a picture of what's happening with inflation, the labor market, and home sales. Our experts provide insights on the market's reaction to these reports, the anticipated Federal Open Market Committee (FOMC) meeting next week, and the performance of different sectors and asset classes. We also touch on some unusual market dynamics, with low-quality and high-beta stocks outperforming higher-quality companies. Finally, we talk sandwiches in celebration of National Bologna Day. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerStephen Hoedt, Head of EquitiesRajeev Sharma, Head of Fixed Income 02:06 – We highlight three key reports from the week: state-level initial weekly unemployment claims suggest no cause for concern, existing home sales are up slightly, and—despite the government shutdown—the Bureau of Labor Statistics was allowed to compile and release a mixed but overall favorable Consumer Price Index report.06:00 – Corporations seem to be navigating increased costs due to tariffs by cutting their labor force.08:50 – The Fed is likely to cut interest rates by 25 basis points at next week's FOMC meeting, with many expecting another 25 basis point cut in December, and several more next year. 10:44 – October continues to be a rally month for the bond market thanks to low market volatility, tight credit spreads, and abundant liquidity.12:59 – Equities continued to climb and set all-time highs as third quarter earnings season continues, with a spotlight on reports from Microsoft, Amazon, and Meta next week.15:53 – We discuss differences in quality within the equities and bond markets, and posit an apparent shift in principles and heuristics in equities between the pre- and post-pandemic periods. Additional ResourcesRead: Key Questions: Should Investors Get on Board With the Reshoring of American Manufacturing? Weekly Investment BriefKey QuestionsSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

Perpetua's Pooja Tanna unpacks last night's FOMO rate call and Fed chair Powell's remarks. Prescient's Vishal Rama weighs in on the MPC decision later today – could the stronger-than-expected August CPI open the door to a rate cut? PwC's Basheena Bhoola on their new Telecommunications Sentiment Index, revealing service and network quality as customers' top priorities.

Kevin Green expects significant market moves once the Fed announces its interest rate decision and releases its economic projections. He points out levels to watch in the SPX in the event of a notable upside or downside move. Also watch regional banks, as Kevin notes technicals in the SPDR S&P Regional Banking ETF (KRE) signaling a potential breakout.======== 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

Market Recap and FOMC Meeting Preview - September 16th, Dividend Cafe In this episode of Dividend Cafe, host Brian Szytel covers the market performance on a fairly uneventful trading day, with the DOW closing down 125 points, and both the S&P and Nasdaq seeing minor declines. The discussion shifts to the upcoming FOMC meeting, highlighting the high probability of a 25 basis point rate cut, potential dissents from new appointee Governor Steven Miran and others, and the implications for future Fed policy. Retail sales and industrial production data show stronger-than-expected performance, despite a softening labor market. Brian also touches on the Home Builder Confidence Survey and its correlation with interest rates and the housing market. The episode ends with a reminder to tune in for the next update and reach out with questions. 00:00 Introduction and Market Overview 00:28 FOMC Meeting and Rate Policy Expectations 01:01 Potential Dissents and Fed Dynamics 01:43 Understanding the Taylor Rule 03:16 Current Economic Indicators 04:10 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at the big Fed meeting on deck, a day after an appeals court ruled that President Trump cannot fire Federal Reserve Governor Lisa Cook before the FOMC Meeting. David Faber also had a new Faber report on TikTok, saying that the framework agreement for the social media platform will include new investors as well as existing investors in the platform's Chinese parent company ByteDance. Later in the hour, CNBC's Phil LeBeau brought an exclusive interview with the CEO of Rivian on the company's new $5B EV assembly plant in Georgia. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul McCulley makes the case for a quarter-point cut at what he calls the "most fraught" FOMC meeting in the past 40 years. Eli Lilly and Novo Nordisk race for the next weight-loss blockbuster drug. Plus, Goldman upgrades a consumer staple.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There's a lot to watch on Tuesday's session, including the start of the FOMC's interest rate meeting. Kevin Hincks talks investors through everything they need to know ahead of Wednesday's decision, including the people who are set to vote on rates. He also notes a better-than-expected retail sales print showing a resilient consumer. On the international front, he tackles how TikTok is taking over trade talks between the U.S. and China.======== 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

Google is the latest U.S company to unveil a UK investment as President Trump prepares to fly into the country for his historic second state visit. Trump is also due to speak to his Chinee counterpart President Xi Jinping on Friday following reportedly successful trade talks about TikTok's ownership. With the FOMC convening, traders are anticipating a cut from the central bank as board of governors Trump nominee Stephen Miran is confirmed by the Senate. However, an appeals court rejects the President's decision to fire Fed governor Lisa Cook over claims she committed mortgage fraud. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MRKT Matrix - Monday, September 15th S&P 500 rises after Trump's positive comments on China trade talks, gain in Tesla (CNBC) Wall Street's ‘Run It Hot' Trade Powers Stock Records (WSJ) Gold Hasn't Rallied This Much Since 1979 (WSJ) Alphabet becomes fourth company to reach $3 trillion market cap (CNBC) The Market's Riskier Than It Used to Be—and Investors Love It (WSJ) Sierra CEO Bret Taylor on why the AI bubble feels like the dotcom boom (The Verge) Tesla shares gain as Elon Musk reveals rare $1 billion stock buy in sign of confidence in EV maker (CNBC) CoreWeave's stock rallies on disclosure of $6.3 billion order from Nvidia (CNBC) Wall Street Raises Alarm on Trump Push to End Quarterly Earnings (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, September 15th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Charles Schwab's Cooper Howard is expecting a "weird" FOMC meeting next week. Debates of a 25bps or a 50bps interest rate cut aside, he notes that we "won't even know who's going to be in the room" when the Fed ultimately votes on the tentative rate cut. With expected dot plot revisions, Cooper also urges investors to watch how the Fed is projecting interest rate cuts into 2026.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this week's episode, we break down the factors and trends shaping the economy, including new reports that shed some light on labor and inflation. Expected rate cuts from the Federal Reserve at next week's Federal Open Market Committee Meeting (FOMC) appear to be the main driving force behind movements in fixed income and equities. Please join us on Thursday, September 18, where we'll sit down with experts in Artificial Intelligence during our National Call: AI: Everything You Are Afraid to Ask but Need to Know. And be sure to tune in again next week, where we'll recap the news from this highly-anticipated FOMC meeting, and anything else impacting the markets. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities02:16 – We consider a softening labor market as evidenced by an increase in weekly initial unemployment claims and the semi-annual update from the Bureau of Labor Statistics detailing a correction of over 900,000 fewer jobs in the 12-month period ending in March 2025 than was initially reported.03:42 – The Producer Price Index (PPI) data showed a slight decline, while the Consumer Price Index (CPI) report indicated higher-than-expected month-over-month and year-over-year inflation, driven mainly by food and shelter costs.04:48 – The Fed seems poised to resume interest rate cuts with next week's FOMC meeting, as fears of making a policy error dissipate as rising (but not accelerating) inflation and a cooling jobs market create an opportunistic environment for rate cutting.06:40 – Treasuries show demand and momentum ahead of the FOMC meeting, with the 2-Year Treasury yield hitting 3.55% and the 10-Year around 4.06%.11:04 – Equities buck the historical norm of taking a downturn this time of year, buoyed by expectations of rate cuts and record investments in tentpole industries like Artificial Intelligence in an apparently non-recessionary climate.14:08 – A brief look into what's happening with resilient crude oil prices and early stimulation in the housing market.16:11 – We revisit our predictions for 2025 that were made late last year, and gauge how accurate they have been thus far. Additional Resources9/18 Webinar: Key Wealth's National Call - AI: Everything You Are Afraid to Ask but Need to KnowKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

We were honored this week to welcome Senator Kay Bailey Hutchison and Jack Balagia for a Special Edition COBT. Senator Hutchison is a Founding Member of the KBH Energy Center at the University of Texas, with a distinguished career spanning both public and private sectors, from bank executive to U.S. Senator to most recently U.S. Ambassador to NATO. Jack served as Vice President and General Counsel of ExxonMobil for nearly two decades before joining the University of Texas School of Law faculty. He was appointed as Executive Director of the KBH Energy Center in 2024. We were thrilled to visit with Senator Hutchison and Jack about the KBH Energy Center's upcoming Symposium in September and also hear their unique perspectives ahead of Friday's significant meeting between President Trump and President Putin. This year's KBH Energy Center Symposium will focus on the future of energy innovation, investment, and security (agenda details linked here). Taking place Friday, September 12 in Austin, the program will cover global energy outlooks, the growing role of nuclear and AI, energy's ties to national security, data infrastructure demands, capital markets, and media coverage. In our conversation, we explore the geopolitical backdrop of the upcoming Trump-Putin meeting in Alaska, the hope for a Ukraine ceasefire, and the implications for future negotiations involving President Zelensky and the EU. We discuss shifts in President Trump's stance on Putin since the start of his second term, as well as the Symposium's keynote from ExxonMobil CEO Darren Woods, the event's audience profile and impact, and other notable speakers including Goldman Sachs Vice Chairman Rob Kaplan and investor Jim Breyer. We touch on the uniqueness of the Energy Studies Minor Program at the University of Texas (details linked here), the Center's collaboration with more than 30 energy-affiliated organizations on campus, NATO unity under Trump, changing European attitudes on defense burden-sharing with the U.S., and European relief at U.S. military action to deter Iran nuclear weapon capability. Senator Hutchison shares her perspective on how Putin may have overplayed his hand by not striking an early deal with Trump, the potential for stronger measures against Russia, prospects for negotiation, potential outcomes from the Alaska meeting, the symbolism of its location, and more. As you'll hear, the Symposium is nearing capacity but there is still room to attend. Registration details can be found linked here. We are excited about this year's gathering and greatly appreciate Senator Hutchison and Jack for joining us. To start the show, Mike Bradley noted that bond and equity markets were focused on the July PPI report, hoping it would match Tuesday's in-line CPI print and reinforce expectations for an interest rate cut at the September 17th FOMC Meeting. Markets were looking for a PPI print of 0.2%, but instead it came in at 0.9%, the highest monthly reading since July 2022, which pushed the ten-year bond yield up by 5bps (~4.28%). This PPI increase was the first sign since tariffs were implemented that companies were passing through tariff increases and this large PPI print temporarily reduced the odds for a September interest rate cut (especially a 50bp cut) and also looks to have created a short-term headwind for equity markets. On the crude oil market front, WTI price has been drifting lower for the past two weeks, mostly due to global oil supply surplus concerns, which were reinforced this week by bearish 2026 oil macro r

This week, we're breaking down several key economic reports, including the Conference Board Consumer Confidence Index, the first estimate of second-quarter GDP, and the PCE deflator—the Fed's preferred measure of inflation. It's been a data-heavy week, capped by the conclusion of the Federal Reserve's FOMC meeting on Wednesday, where policymakers held rates steady and signaled a more cautious outlook on future rate moves.We're also joined by special guest Matthew Reed, CPA/ABV, for a post–tax season debrief. He shares key takeaways from the most recent filing season and walks us through major provisions in the One Big Beautiful Act, passed on July 4, highlighting the potential impact on both individual and business tax planning strategies.Plus, in Part 2 of our Evolution of Payments series, we dive into stablecoins—a type of cryptocurrency designed to maintain a steady value by being pegged to assets like the U.S. dollar. But if they're backed by dollars, why not just use dollars? We explore what sets stablecoins apart from more volatile cryptocurrencies like Bitcoin and Ethereum, and why they're gaining traction in the financial world despite their dollar ties.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — August 2, 2025  |  Season 39, Episode 31Timestamps and Chapters5:06: Fed Holds Rates, No Set Plan for a Future Rate Cut 14:42: Matthew Reed, CPA/ABV: Post-Tax Season Debrief 22:18: Matthew Reed, CPA/ABV: OBBBA Changes that Affect You43:23: Part 2, Evolution of Payments: StablecoinFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. 

In this LIVE FOMC meeting reaction, we're bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate decision, Powell's press conference, and what it all means for markets going forward. __ Follow Joseph: https://x.com/FedGuy12 Follow Brent: https://x.com/donnelly_brent Follow Bob: https://x.com/BobEUnlimited Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

In this episode, we delve into the intersection of macroeconomics and technology as the next FOMC meeting approaches. The crypto market is buzzing with excitement as Ethereum teases a breakout to $4,000. Chip Mahoney explores how the macro backdrop could trigger a surprise risk-on rally in the crypto landscape, with ETH positioned as a potential frontrunner. We also discuss a surprising pivot from BitMine Immersion Technologies (BMNR), now transitioning into an Ethereum treasury, showcasing the evolving nature of blockchain technology. Join us as we dissect central banks, crypto liquidity, ETF flows, and Base traction, illustrating why the future of crypto is programmable, composable, and powered by ETH! Front Run The Week: Want to catch the next big crypto move before it hits the headlines? Get my free newsletter at tokentrust.substack.com for exclusive early insights.The Chip Mahoney Show is a Big Pond production. This podcast is for entertainment and educational purposes only.For media inquiries or guest bookings, please contact:DV Collective at dvpodcastshow@gmail.comhttps://www.chipmahoney.com/Music licensed via Spotify Creator tools.

Investors will closely watch next week's FOMC interest rate meeting even with expectations of rates staying unchanged. However, Kevin Hincks adds that there are a slew of earnings reports that will lead to substantial trading activity, which includes four Mag 7 names. If that's not enough to focus on, Kevin also notes several economic prints that will paint a clearer picture on inflation and jobs.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Today we were delighted to welcome Jack Belcher and Sarah Venuto of Cornerstone Government Affairs, along with Brook Papau, CEO of Orennia, for a discussion focused on the energy implications of the One Big Beautiful Bill (OBBB). Jack, a Principal at Cornerstone, has over 30 years of experience in energy and energy policy, having previously served as Manager of Regulatory Affairs and Policy at Shell and Staff Director for the U.S. House Subcommittee on Energy and Mineral Resources. Sarah, Principal and Counsel, joined Cornerstone in 2023 following roles as Director of the Office of External Affairs at the Federal Energy Regulatory Commission, Senior Advisor and Chief Counsel to Senator Joe Manchin, and Democratic Staff Director for the Senate Energy and Natural Resources Committee. Brook founded Orennia in 2021 and previously served as Managing Director at RS Energy Group (now Enverus). Between Jack, Sarah, and Brook, we had a wealth of insight and expertise that fueled a thoughtful and detailed conversation. In our discussion, we explore the implications of the OBBB for U.S. energy policy, including a shift in emphasis toward fossil fuels (particularly natural gas), along with a renewed focus on reliability and dispatchability. Jack shares his perspective on the “winners” (oil and gas, nuclear, geothermal, and hydrogen) and “losers” (wind and solar), major changes to clean energy tax credits, and the pullback of unobligated funds from federal agencies reclaiming money originally authorized under the IRA. We discuss the introduction of Foreign Entity of Concern (FEOC) restrictions across tax credits, intended to accelerate the reshoring of critical supply chains, and how the current energy tax credit framework increasingly aligns with Trump Administration energy priorities. Brook shares implications for the U.S. grid and power mix, including anticipated delayed retirements of natural gas facilities, a near-term rush to install solar, wind, and storage while tax credits remain in place, severe supply chain constraints for new thermal generation, and growing post-2028 uncertainty as AI-driven demand growth threatens to outpace renewable power additions for the first time. Sarah describes the evolving U.S. energy policy landscape, with regulatory loosening across federal agencies, reduced enforcement capacity due to staffing cuts, and a return to traditional energy provisions, including reinstated onshore and offshore lease sales, lowered royalty rates, renewed support for drilling in Alaska, and accelerated tax treatment for intangible drilling costs. We examine the continued bipartisan support for nuclear, growing cross-party momentum for reshoring advanced manufacturing and critical supply chains, the inflation implications of phasing out tax credits, the partial permitting reforms included in the bill, the importance of codifying reforms into law to avoid policy reversals, early industry reaction to the bill, and much more. As mentioned, a few slides from Orennia's latest report on the OBBB are linked here. It was an engaging and insightful conversation, and we greatly appreciate Jack, Sarah, and Brook for sharing their perspectives. Mike Bradley opened the conversation by highlighting broader equity market performance, recent OPEC+ developments, and President Trump's surprising proposal to implement a copper import tariff. On the broader equity market front, markets have mostly moved sideways this week after posting all-time highs last week on passage of the One Big Beautiful Bill. Trumpatility is beginning to resurface ahead of President Trump's July 9th tariff deadline. Upcoming CPI and PPI reports, due next week, could significantly influence whether the Fed moves to cut interest rates at the July 30th FOMC Meeting. Additionally, Q2 reporting begins

Kevin Hincks tells investors to expect headlines today. Today was the original end to President Trump's 90-day tariff pause. However, Kevin explains that the administration has opened a "window" for tariff talks until August. The FOMC meeting minutes from June can also draw investor interest if Fed heads show signals of cutting interest rates in September.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Federal Open Market Committee (FOMC) met this week to report on dampened economic projections, forecast two potential rate cuts in the remainder of the year, and reaffirm the wait-and-see approach that has been a hallmark of Fed policy thus far in 2025. Our experts analyze what came out of the meeting, how investors should respond, and what the future may hold. We also break down the key provisions in the One Big Beautiful Bill Act as passed by the U.S. House of Representatives, what comes next in the Senate, and highlight four provisions that may impact you.Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerCynthia Honcharenko, Director of Fixed Income Portfolio ManagementJoe Velkos, National Tax Director, Key Wealth02:12 – The Census Bureau's Advance Retail Sales Report showed a 0.9% month-over-month dip in May, and April figures were revised to a 0.1% decline.03:12 – U.S. industrial production fell by 0.2% in May, according to the Federal Reserve. 03:54 – At this week's FOMC meeting, the Fed kept the federal funds rate unchanged at a target range of 4.25% to 4.50%.04:07 – We look at key economic projections, including a lowered GDP growth median, higher inflation projections, and increased unemployment forecasts. 05:03 – The median FOMC forecast sees two 25 basis points cuts in 2025, though there appears to be disagreement among members with some expecting no rate cuts in 2025, while others expect only a single 25 basis points cut this year.06:10 – The markets and analysts weigh in on the probability of rate cuts this year. Fed Chair Jerome Powell remains cautious and confirmed the Fed is positioned to respond as needed, especially considering uncertainty around the impact of upcoming tariffs on inflation.10:45 – A discussion on who might succeed Jerome Powell as the next Chair of the Federal Reserve.12:54 – Uncertainty across several fronts signals a wide range of possible outcomes in international and domestic markets and politics. For investors' portfolios, diversification will be as important as it's ever been.15:14 – Joe Velkos, National Tax Director for Key Wealth, joins us to walk through the “One Big Beautiful Bill” passed by the House of Representatives on May 22.19:07 – The bill faces opposition in the Senate, including among Republicans, making it unlikely that the bill will remain unchanged or that it will be passed before July 4th, as is President Trump's goal.20:18 – We highlight four key provisions of the bill: an increase to the maximum state local tax deduction, an increase to the lifetime gift and estate tax exemption, restoring the bonus depreciation for business owners, and the new proposed elimination of tax on tips and overtime pay. Additional ResourcesWatch the replay of our June 11 National CallKey Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletterWeekly Investment Brief Follow us on LinkedIn

Mike Sanders dives into fixed income markets after the FOMC left rates unchanged this week. “Not all parts of the [yield] curve are equal,” he says – he prefers medium duration to long duration right now. “You have to be very nimble and active.” He expects two rate cuts, in September and December, but notes that vision is in flux depending on economic 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

6,050 continues to be a wall in the SPX, though geopolitical tensions didn't help the index as it closed lower on the session. Kevin Green points to price action falling below a key metric on the 15-minute chart that opens room for bears to pull the SPX to lower lows. He also notes volatility risk with more economic data around the corner, along with the FOMC interest rate decision on Wednesday.======== 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

Danielle DiMartino Booth can see "very heavy" uncertainty clearing with the U.S. and U.K. trade deal. That said, she sees the China picture staying murky, noting Scott Bessent's upcoming meeting with representatives to be "just the beginning" of negotiations. Danielle found the Fed's decision to hold interest rates and Jerome Powell's following commentary "disappointing." She thinks the FOMC is too dismissive on consumer sentiment.======== 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

Today we had the pleasure of hosting Dr. Kostas Bakoyannis, Chair of the Committee on the Environment, Climate Change and Energy at the European Committee of the Regions. Kostas has served as a member of the Committee since 2020 and previously held elected roles as Mayor of Athens, Governor of Central Greece, and Mayor of Karpenisi. He brings nearly two decades of public service experience including roles at the Greek Ministry of Foreign Affairs, the European Parliament in Brussels, and the World Bank in Kosovo. We were thrilled to connect with Kostas for an insightful discussion on Europe's energy future, the pressures facing European industry, and how the EU is navigating today's complex geopolitical landscape. In our conversation, Kostas shares his perspective on Europe's environmental and energy policies and the challenge of balancing energy security with energy transition amidst rising geopolitical tensions. We discuss the impact of tariffs and trade relations, Europe's internal challenges regarding energy affordability, regulatory complexity, and bureaucracy, and Greece's more balanced and pragmatic energy policies. We explore the importance of interconnection and regional energy cooperation within Europe, as well as the broader geopolitical and economic implications of efforts to connect energy systems with Cyprus and Israel. Kostas offers insights into how average Greek and EU citizens experience energy and financial pressures, the limitations of EU communication, and the importance of preserving the U.S.-European alliance built after WWII. We examine how different EU countries are pursuing diverse energy mixes and the need for technological neutrality in policymaking. We touch on Europe's evolving strategy on industrial policy and tariffs, the urgency of presenting a united Western front in dealing with China, calls for increased European defense spending, and the seriousness of concurrent economic, national security, and ideological tensions. Kostas highlights Greece's economic transformation, the investment climate, lessons from local governance, the need for more flexible, innovation-friendly regulation within the EU, and more. It was a broad-based discussion and we're thankful to Kostas for sharing his time and unique insights. Mike Bradley opened by discussing that “Trumpatility” is alive and global fear is high! He noted that Trump's reciprocal tariffs are dominating global markets and that broader equity markets could still have additional downside. However, the time for panic was weeks ago when equity market volatility was low, not today, when fear is extremely high. On the broader equity market front, Trump's reciprocal tariffs haven't just affected U.S. equities (S&P 500 down 12% over last 5 trading days) but also global equity markets (down 8-12%) over the same timeframe. Investor fear is historically high with the S&P 500 Volatility Index (VIX) trading at ~55 today and as high as 60 on Monday (3rd highest VIX level of the last 30 years). The S&P 500 opened strongly on Tuesday (up 3.5%) before ending the day down just under 2.0%, which looks to be signaling that investors are “selling the bounce” rather than “buying the dip.” Investors seem inclined to “buy the dip” around the S&P's 200-day moving average of 4,675 (6-7% lower). On bonds, he pointed out that the 10yr bond yield trades at ~4.25%, which is a higher yield than it traded on Liberation Day, as traders sense the Fed could be conflicted between tariff induced price inflation and a tariff induced U.S. recession. March CPI & PPI reports due this week could influence Fed decisions, with a cooler-than-expected inflation reading possibly paving the way for interest rate cuts as early as the May 7th FOMC Meeting. In the oil market, WTI price has plunged ~$14/bbl (to $58/bbl) over the last five trading days and is now trading at Mar '21 price levels. The recent plunge in oil price was due not only to Trump

In this episode, Joseph Wang and Austin Campbell join the show to discuss their overview of macro after the latest FOMC meeting, the EM-ification of the United States, and how stablecoins play into the continuation of US dollar hegemony. We also delve into support for stablecoin legislation, the case against the Strategic Bitcoin Reserve & US sovereign wealth fund, and more. Enjoy! __ Follow Joseph: https://x.com/FedGuy12 Follow Austin: https://x.com/CampbellJAustin Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (00:11) Macro & Crypto Colliding (01:09) Overview of Macro and FOMC Meeting (04:25) US EM-ification (09:39) Ledger Ad (10:23) What is Good Fiscal & Monetary Policy? (13:55) Stablecoins and US Treasury Demand (19:01) Stablecoin Legislation (23:44) Reinventing Money Market Funds (24:29) Ledger Ad (32:58) Strategic Bitcoin Reserve & Sovereign Wealth Fund (36:54) Final Thoughts __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

David Faber and Jim Cramer started the show by looking ahead to Nvidia's big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for $32 billion, the company's largest acquisition ever. The desk also looked ahead to Fed Chair Powell's decision on rates, as the Fed kicks off the first day of its 2-day meeting. Squawk on the Street Disclaimer

Kevin Green discusses the highly anticipated keynote address from Nvidia (NVDA) CEO Jensen Huang. He believes the company will share updates on its tech pipeline, A.I. demand and could mention its latest developments with quantum computing technology. Outside of Nvidia, the FOMC meeting begins today and while Kevin doesn't see a rate cut for the Fed's March meeting he does map out what the central bank will be looking at this month.======== 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

We chat about December housing numbers and consumer confidence before discussing what happened at the January FOMC meeting/press conference.

Today we are thrilled to kick off the first COBT episode of 2025 with our good friend Rob West, Founder and Lead Analyst at Thunder Said Energy. Rob started Thunder Said in 2019 and provides unique, thought-provoking, and economic-driven insights into energy transition research and technologies. He is a long-time energy analyst and previously built and led the energy practice at Redburn and served at Sanford C. Bernstein and Partners Capital before launching Thunder Said. This episode marks Rob's fifth appearance on COBT; he most recently joined in January 2024 (episode linked here). We were delighted to connect with Rob to reflect on 2024 and explore what the future might hold for energy in 2025. Rob has now kicked us off in 2022, 2024 and 2025. This may be becoming a tradition! We covered a lot of territory in our conversation starting with Rob's musings on trying to define what energy transition actually means, how the world's current focus on avoiding catastrophe needs to be replaced with more aspirational visions of human progress, the role of policy, subsidies, and competitiveness, the need for energy abundance to support human development, and the risks of pursuing costly and ineffective strategies that fail to achieve their objectives. Rob shares his perspective on how energy affordability and economic competitiveness influence voter behavior and government policy shifts, how shifting geopolitical dynamics are shaping global energy strategies, the potential for AI to enable breakthroughs on everything from materials value chains to DAC, the geopolitical situation in Estonia, and the broader implications of Russian aggression. At one point Rob observes “the West is already at war, it just doesn't admit it because of the implications.” We discuss the importance of assigning real weight to geopolitical risks in energy forecasts and market strategies, Rob's “F-U” Recession Scenario where countries retreat from global trade and cooperation leading to disruptions in energy and other value chains, and Texas's continued role as a hub for energy innovation and growth. We ended by exploring the global bottleneck in moving energy from where it's created to where it's needed, growth opportunities in utilities and midstream, the increasing volatility in energy systems, the concept of the “third great energy transition” with semiconductor technologies, and much more. As mentioned, Rob's “Energy Transition: Classic Blunders” video from December 2024 is linked here. We can't thank Rob enough for sharing his time and thoughts with us today to kick off the year in style. Mike Bradley kicked us off by discussing the performance of bonds, commodities and equities since our last COBT on December 17th with Dr. Steven Koonin (episode linked here). He noted that the 10-year bond is currently yielding ~4.65% (up from ~4.4%) which is a Trump post-election high and a one-year high. The FED cut interest rates 25-basis points at their last FOMC Meeting, and bond trader consensus is now in the camp that there'll only be two additional interest rate cuts in 2025. On the broader equity market front, the S&P 500 has taken a bit of a breather (down ~1%) with the Energy (+2%) and Technology (+1%) sectors outperforming. On the crude oil market front, WTI oil price has rallied ~$4/bbl (to ~$74/bbl) and has pushed above its recent narrow trading range of $68-$71/bbl. Crude oil trader sentiment heading into 2025 continues to be mostly bearish, even though WTI time spreads having recently spiked, which could be signaling a tighter physical oil market. He further noted that Saudi seems to be getting more constructive on crude oil given that it raised its official selling price to Asia for the first time in three months. Global oil prices also seem

FOMC Meeting starts now BRACE FOR IMPACT. Tune in as Joshua Jake covers why the Fed Rate Cut will Effect Bitcoin and Crypto. ➡️  Join Telegram Trade with Josh - https://t.me/+vS5uDtG57XpjNDA1