Podcasts about forecasts

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Best podcasts about forecasts

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Latest podcast episodes about forecasts

On Investing
Midyear Outlook for Equities & Fixed Income

On Investing

Play Episode Listen Later Jun 12, 2026 26:39


In this episode, Collin Martin and Liz Ann Sonders focus on the outlook for equities, fixed income, and the overall U.S. economy in the second half of 2026. They begin by discussing recent inflation data, noting that while CPI remains elevated, core inflation came in slightly better than expected. Both agree inflation is not quickly returning to the Fed's target, but easing expectations and stable inflation expectations suggest the Federal Reserve can remain patient for now. The key risk is whether higher prices, especially at the pump, begin to erode consumer spending, as real wages have turned negative year over year. From a policy perspective, Collin expects the Fed to stay on hold through year-end, despite the fed funds futures market pricingin a potential hike. He emphasizes that short-term yields should remain steady, while longer-term Treasury yields may stay elevated due to persistent inflation, heavy Treasury issuance, and global rate pressures. In this environment, he suggests favoring short-to-intermediate bond durations and selectively considering credit risk via investment-grade corporates, high yields, and preferred securities. Liz Ann focuses on the outlook for equity investors, highlighting a shift back to a negative correlation between bond yields and stocks—more characteristic of inflation-driven regimes. Her midyear forecast points to a solid economic backdrop, led by resilient GDP growth, strong capital spending tied to AI, and a healthy labor market, though some early warning signals are emerging in survey-based employment data. The episode closes with a cautious but constructive outlook: no immediate recession signals, but investors should consider prioritizing diversification, risk management, and periodically rebalancing as markets navigate inflation, policy uncertainty, and evolving leadership trends. 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. Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee. Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors. High-yield securities and unrated securities of similar credit quality (junk bonds) are subject to greater levels of credit and liquidity risks and may be more volatile than higher-rated securities. High-yield securities are considered predominately speculative with respect to the issuer's continuing ability to make principal and interest payments. 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 Negative correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software. (0626-WG7N)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

HURRICANE CENTER
S8: Ep 137: Into the Storm: Tracking Hurricanes with Mark Sudduth

HURRICANE CENTER

Play Episode Listen Later Jun 10, 2026 29:33


Into the Storm: Tracking Hurricanes with Mark SudduthWhen a hurricane makes landfall, the forecast tells us what may happen. But storm documentation shows us what actually happens — where wind, water and infrastructure meet in real time.In this episode of HURRICANE CENTER, the hosts talk with Mark Sudduth of HurricaneTrack, one of the most recognized hurricane documentarians in the country. Through HurricaneTrack and the Hurricane Intercept Research Team, Sudduth has spent decades documenting tropical storms and hurricanes along the U.S. coast using field observations, remote cameras, specialized equipment and live storm coverage.The conversation explores what it takes to prepare for a hurricane field deployment, how remote camera technology has changed storm coverage and why documenting landfall impacts matters for forecasters, emergency managers, media organizations and the public.Hurricane coverage is not only about dramatic video. It is about helping people understand storm surge, destructive wind, flooding, power loss and the real-world consequences that happen where a hurricane comes ashore. By placing technology in the path of the storm, HurricaneTrack has helped bring audiences closer to hurricane impacts while reducing the need for people to be in dangerous locations during landfall.In This Episode, You Will Learn How Mark Sudduth built HurricaneTrack into a hurricane documentation platform.  Why remote cameras have changed the way hurricanes are covered.  What goes into preparing for a landfall field deployment.  How storm documentation can help the public understand hurricane impacts.  Why real-time video and field observations matter beyond traditional forecasts.  How technology can bring viewers closer to landfall without putting more people in danger.  What HurricaneTrack has learned from years of documenting storms along the coast. About the GuestMark Sudduth is the founder of HurricaneTrack and the Hurricane Intercept Research Team, which was founded in 1998 to collect data and report on hurricanes and tropical storms as they make landfall along the U.S. coast. HurricaneTrack uses specialized meteorological equipment, remotely operated video cameras and field documentation to capture hurricane impacts. Sudduth also joined FOX Weather as an exclusive storm tracker in 2022 and has nearly 30 years of experience documenting hurricanes and other high-impact weather events. Key Listener TakeawaySeeing hurricane impacts clearly can change how people understand risk. Forecasts tell us what could happen, but field documentation and remote cameras show the reality of landfall — storm surge, wind damage, flooding, infrastructure stress and the conditions people should avoid. HurricaneTrack helps connect the science of forecasting with the real-world consequences of the storm.Resources HurricaneTrack  Hurricane Intercept Research Team  National Hurricane Center  National Tropical Weather Conference  HURRICANE CENTER podcast archive About HURRICANE CENTERHURRICANE CENTER takes listeners inside the science, decisions and real-world impacts of tropical storms and hurricanes. Featuring conversations with forecasters, researchers, emergency managers, storm documentarians and resilience experts, the podcast helps communities better understand hurricane risk and prepare before, during and after landfall.A production of the National Tropical Weather Conference.Follow and ShareSubscribe to HURRICANE CENTER wherever you listen to podcasts, and share this episode with someone who lives or works in hurricane country.Suggest a topic or ask a question: alex@wxguide.com Learn more about the National Tropical Weather Conference: HurricaneCenterLive.comSupport the showSuggest a topic or ask a question: alex@wxguide.comVisit our conference site: www.hurricanecenterlive.comThanks for listening and please share with your friends and co-workers.

hurricanes tracking forecasts fox weather hurricane center mark sudduth hurricanetrack
Grain Markets and Other Stuff
Corn and Soybean Ratings are Below Average, Prices are Below Production Cost

Grain Markets and Other Stuff

Play Episode Listen Later Jun 9, 2026 17:03 Transcription Available


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

CIO Weekly Investment Outlook
ECB watch, with inflation back in focus

CIO Weekly Investment Outlook

Play Episode Listen Later Jun 7, 2026 13:14


Markets are expecting the European Central Bank to lift interest rates this week, but rates may still have higher to go, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “The inflation pressures are real, as we can see in the data, and not just in Europe”, Markus says, adding that the US central bank is less likely to raise rates, but potential rate cuts could be pushed out further into the future.Stocks, meanwhile, should continue to rise, so long as inflationary forces remain reasonably controlled, Markus says. “We see room for further equity gains over the next 12 months”, noting that earnings growth has become broad-based across sectors.Aside from the ECB decision, inflation reports in both the US and China will be of interest, Markus says, noting that rising prices in China are being taken as offering views into the behaviour of Chinese consumers and the country's domestic economy in general. “So a sharp fall here could be seen as a warning bell of underlying economic problems.” For more investing insights, please visit wealth.db.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Numbers4success
The 6-6 Portal

Numbers4success

Play Episode Listen Later Jun 6, 2026 13:04


Today is June 6th, 2026 and it is a 6-6 Energy Portal. Be aware of analysis paralysis and bring it back to kindness. For Soul sessions and Forecasts www.numbers4success.com and our Community www.patreon.com/numbers4success Thank you all xx

On Investing
IPOs in Focus as the Fed Holds the Line

On Investing

Play Episode Listen Later Jun 5, 2026 18:20


Liz Ann Sonders and Collin Martin discuss the recent wave of IPO hype and the surge in investor interest driven by high-profile listings and large valuation headlines. They explain why headline market caps can be misleading, emphasizing the importance of float-adjusted valuations and how much stock is actually available to public investors. Despite attention-grabbing figures, the impact of these IPOs on major indexes like the S&P 500® may be smaller than many assume. Liz Ann and Collin discuss how potential changes to index inclusion rules, including shorter eligibility timelines and flexibility around profitability requirements, could alter how quickly newly public companies enter major benchmarks. In addition, they highlight structural dynamics such as lockup expirations and the gradual increase in share float over time, which can influence trading behavior well after the initial offering. Behavioral factors also play a central role in the discussion. Liz Ann revisits the risks of speculative investing, noting how FOMO and a "casino-like" market environment can lead investors to chase IPO hype rather than consider long-term portfolio fit. They stress the importance of discipline and context when evaluating new investment opportunities. The conversation then shifts to the broader macro backdrop, including the Federal Reserve's policy outlook and recent movements in the bond market. Collin outlines the Fed's likely wait-and-see approach amid rising inflation, noting that while the balance of risks has shifted, a single rate move may not signal a broader trend. They also discuss the potential impact of Fed decisions on long-term yields and overall market stability. Finally, Liz Ann and Collin preview upcoming economic data releases, including inflation reports, labor market indicators, and sentiment surveys, and discuss what they'll be watching in the week 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. 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 (0626-THZL)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Farm Equipment Podcast
Ag Equipment Tariff Cut to 15%; Plus, CNH Reorg Consideration & Latest Dealer Sales Forecasts

Farm Equipment Podcast

Play Episode Listen Later Jun 5, 2026 11:31


In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at President Trump's tariff reduction on ag equipment, the latest dealer sales forecasts, and how high input costs are keeping farmer sentiment down. In the Technology Corner, Noah Newman visits with Stotz Equipment precision specialist Jake Nordenberg. Also in this episode, coverage on the legal considerations for CNH's reorganization of its Case IH and New Holland dealer network management and the cancellation of a John Deere dealer merger in Manitoba.

The Forward Thinking Podcast, Powered by FCCS
Before the Miss: Using Data to Lead Through Agricultural Uncertainty

The Forward Thinking Podcast, Powered by FCCS

Play Episode Listen Later Jun 4, 2026 28:50


Today's conversation hits at the heart of what many lenders are feeling, but aren't saying out loud. The pressure on farmers right now is real and increasing, and it is showing up on lender balance sheets. The question is no longer if risk will surface, but when and how prepared are we to see it coming? Do you know how to lead through uncertainty without waiting for the warning signs to become problems? This episode of the Forward Thinking Podcast features FCCS SVP of Marketing and Communications Stephanie Barton and Cameron Burford, Managing Director of SaaS at Growers Edge. Their conversation focuses on the role that data, land intelligence, and proactive risk management can play in helping leaders move from reactive to resilient.    Episode Insights Include: Insights into the ag market The ag market is in a downturn nationwide. The farm credit commitment to support farmers in good times and bad holds true in today's cycle. Forecasts for 2026 are not promising. What, if anything, will get planted this year?   The lender risk of dropping farmland values The borrower's balance sheet is the farmland collateral coverage. Deteriorating land values decrease favorable ratios significantly. Factors that contribute to risk before stress is visible. Missing payments is not the first sign of risk. Catching early indicators gives lenders time to do something about it.   Understanding adverse assets  Definitions for key adverse asset terms. Recognizing the early indicators of a higher risk profile can position lenders to effectively partner with farmers. Workouts and adverse assets have a negative relationship with borrowers.   Lessons for Midwest lenders  High-profile bankruptcies in California can provide lessons for Midwest lenders. Input and commodity pricing, as well as geopolitical risks, are affecting balance sheets and land value. Leading lenders are watching land values and other leading indicators.   The cost of reactive mode Direct costs will show up on spreadsheets. By being proactive, high costs can be avoided. Subsequent time can be spent helping farmers grow their operations. Every dollar tied into cleanup is an hour spent not serving the farmer.   The role of land intelligence and collateral data in a portfolio's health Data can paint a living picture of a borrower's portfolio. Insights available today are vastly different from those of the past. Risk profiles are more robust today because of better data. Lenders need to focus on "seeing, saying, and serving" their borrowers.   Proactive risk management culture A proactive risk management culture can be a company's greatest growth engine. A team that is all growing in the same direction should be the goal. Winning looks like acknowledging that you can position yourself for success now.   This podcast is powered by FCCS.   Resources   Connect with Cameron Burford – Cameron Burford   Get in touch – info@fccsconsulting.com   "These factors can contribute to risk before stress is even visible." — Cameron Burford   "If you can catch these early indicators, you can do something about it." — Cameron Burford   "Every dollar tied into cleanup is an hour spent not serving the farmer." — Cameron Burford   "Lenders need to focus on 'seeing, saying, and serving' their borrowers." — Cameron Burford

Headline News
WMO forecasts El Nino to reach at least moderate strength

Headline News

Play Episode Listen Later Jun 2, 2026 4:45


The World Meteorological Organization says the current El Nino is set to strengthen, bringing above-average global temperatures and raising drought risks in South Asia, the Horn of Africa, and Central America.

Heartland Market Talk
Crude Oil Surges but Grain Markets Stay Focused on Forecasts

Heartland Market Talk

Play Episode Listen Later Jun 1, 2026 3:47


We saw grain futures pressured by favorable weather and Northern Plains rains, while crude surged on geopolitical concerns and cattle rebounded despite weaker feeder indexes.

CIO Weekly Investment Outlook
Jobs report and inflation data in focus

CIO Weekly Investment Outlook

Play Episode Listen Later May 31, 2026 9:08


In this week's podcast, Christian Nolting, the Private Bank's Global Chief Investment Officer, comments on how markets have endured a great deal of uncertainty around the Middle East conflict without becoming overly reactive. “I think the really good news is that the markets have reacted in a very rational way,” he says, noting that interest-rate expectations are still shifting as a result. “Even if we see the Strait of Hormuz opening up, we expect the ECB will probably still hike rates on June 11."The rate outlook is closely tied to inflation forecasts, for both central banks and consumers, he continues. “If you see higher prices at a fuel station or in a supermarket, then your inflation expectations go higher. And that's literally happening immediately." However, he adds, this has not yet fed into a long-term negative outlook.In the week ahead, the US Jobs Report is likely to be of particular importance, as markets could be sensitive to evidence that the economy is running either too hot or too cold. “I think a boring number would be best from a market perspective,” Christian says, as it would sidestep both increased inflation risks and evidence of an economic downturn.For more investing insights, please visit wealth.db.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

On Investing
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)

On Investing

Play Episode Listen Later May 29, 2026 44:16


Markets may be entering a fundamentally different era. In this episode, Liz Ann Sonders and Collin Martin explore why long-term bond yields remain elevated, how rising uncertainty is driving a higher term premium, and what a potential shift away from the “Great Moderation” could mean for investors. They discuss how inflation volatility, reduced likelihood of Fed asset purchases, and geopolitical tensions are reshaping expectations for interest rates and economic stability. The conversation also examines changing correlations between stocks and bonds, and whether equities are underpricing risks. Then, Liz Ann is joined by RSM Chief Economist Joe Brusuelas. Joe reinforces the idea of a structural shift, describing a “split-screen” economy marked by inequality, policy shocks, and an AI-driven transformation. He expects trend-level growth but sustained inflation pressures, with risks tied to energy supply disruptions and potential knock-on effects to equities via the wealth effect. The conversation highlights a disconnect between resilient equity markets and more cautious signals from bond markets, suggesting investors brace for higher-for-longer rates, ongoing volatility, and a more complex economic cycle. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  To keep up with Joe Brusuelas, you can follow him on X: @joebrusuelas 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. Alternative investments are speculative and involve a high degree of risk. Investors may lose all or a substantial portion of their investment. Alternative investments cover a wide array of strategies, including real estate, private equity, private credit, and hedge funds. Risks will vary based on each unique strategy and can include investments in highly illiquid assets or securities, use of leverage, higher fees, lower transparency, tax risks, and limited ability to redeem or limited transferability. 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  The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0526-NRT9)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Real Estate Market Minute
Mortgage Rate Forecasts Through 2027 — Here's What The Experts Think

Real Estate Market Minute

Play Episode Listen Later May 29, 2026 11:22


Subscribe for ad-free episodes + bonus content: https://realestatemarketminute.supercast.com Instagram: @thesalibgroup Email: mark@thesalibgroup.com Instagram: @thesalibgroup Email: mark@thesalibgroup.com Where are mortgage rates really headed over the next 18 months? In this episode, we review the latest forecasts from some of the biggest names in housing and finance, compare where they agree and where they differ, and discuss what those projections could mean for buyers, sellers, investors, and the housing market moving forward.

The Next Trip - An Aviation and Travel Podcast
Boarding Pass 338: Summer Travel Forecasts

The Next Trip - An Aviation and Travel Podcast

Play Episode Listen Later May 25, 2026 63:02


Send us Fan MailDrew is back from a quick trip to Albuquerque and Doug was busy managing his family's travel. We discuss:Summer travel forecast Air France and Airbus litigation Runway closure at a major NYC airport New TSA pilot program in Boston UPS 2976 updateListener feedbackJoin the Network! https://www.nexttripnetwork.com/

SD Bullion
Gold and Silver Markets Continue to Navigate Geopolitical Tensions, Record Debt, and Bullish Long-Term Forecasts

SD Bullion

Play Episode Listen Later May 25, 2026 17:39


Gold and silver markets pulled back last week as investors reacted to rising geopolitical tensions and renewed fears of U.S. military action against Iran. Gold closed near $4,509 an ounce while analysts from major banks continued projecting prices could climb as high as $6,300 by year-end. The latest “In Gold We Trust Report” also highlighted surging U.S. debt levels above $39 trillion and growing long-term bullish sentiment for precious metals. Meanwhile, central banks like Poland continued aggressively adding to their gold reserves as silver supply deficits deepened worldwide. Listen for the latest market analysis, price forecasts, and the key trends shaping the future of gold and silver investing.

Clare FM - Podcasts
Met Éireann Forecasts What Could Become The Hottest Spell Of The Year So Far

Clare FM - Podcasts

Play Episode Listen Later May 25, 2026 5:05


The warm weather is expected to continue across much of the country through midweek, bringing long spells of sunshine and unusually high temperatures for late May. To find out what we can expect in Clare, Derrick Lynch spoke with Tullycrine Met Éireann forecaster, Michelle Dillon. Image (c) by Viorika from Getty Images Signature via Canva.

CIO Weekly Investment Outlook
Stocks and bonds are telling different stories

CIO Weekly Investment Outlook

Play Episode Listen Later May 24, 2026 13:45


Stock markets and bond markets are being swayed by different forces to a considerable degree, says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. “For equity markets, AI is the main story. For bond markets, it's what's happening to energy prices.” The technology sector is likely to continue its leadership of equity markets, Deepak says, noting that AI infrastructure spending is having outsized benefits for data centres and other elements of that ecosystem. Bond markets however are contending with the energy price shock of the Iran war and its feed-through effects on inflation and central-bank policies.The Private Bank recently held its quarterly CIO Day, when it updates its 12-month forecasts for markets and the economy, and “there was a big focus on the energy supply shock that's going across the globe”, Deepak says. Growth expectations for the US were lowered for 2026 as a result, and consumer demand in the eurozone is likely to come under pressure from higher prices. But US corporate earnings are also expected to rise, so the S&P 500 target for mid-2027 received an upgrade.For the week ahead, “on the economic front, it's an inflation week,” Deepak says, noting that the Fed's preferred inflation gauge is due in the US, May flash inflation data is due for the eurozone, and Japan will also report on price rises.For more investing insights, please visit wealth.db.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

On Investing
Rising Yields Highlight Muni Opportunities

On Investing

Play Episode Listen Later May 22, 2026 43:20


In this episode, Liz Ann Sonders and Collin Martin explore how rising Treasury yields and persistent inflation pressures are reshaping the relationship between stocks and bonds, reviving a more volatile, “temperamental” market regime where higher yields can weigh on equities. They discuss the likelihood of a “higher for longer” rate environment, the challenges facing incoming Fed leadership, and why rate cuts appear increasingly unlikely in the near term. The conversation then shifts to municipal bonds with Cooper Howard, who explains how munis work, why their tax advantages make them especially attractive for higher-income investors, and how to evaluate them relative to Treasuries and corporate bonds. He highlights that while munis are generally high quality and relatively stable, investors should still pay attention to credit risk, valuation metrics like the muni-to-Treasury ratio, and strategy considerations such as bond ladders. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  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. Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Charles Schwab Investment Management, Inc., dba Schwab Asset Management does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax. A bond ladder, depending on the types and amount of securities within the ladder, may not ensure adequate diversification of your investment portfolio. This potential lack of diversification may result in heightened volatility of the value of your portfolio. As compared to other fixed income products and strategies, engaging in a bond ladder strategy may potentially result in future reinvestment at lower interest rates and may necessitate higher minimum investments to maintain cost-effectiveness. Evaluate whether a bond ladder and the securities held within it are consistent with your investment objective, risk tolerance and financial circumstances. Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund. 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 Correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. (0526-KSY4) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Conversation
The Conversation: Hurricane forecasts; The ‘Maui Method'

The Conversation

Play Episode Listen Later May 21, 2026 53:56


NOAA Meteorologist John Bravender forecasts a stronger El Niño hurricane season; MEMA discusses the "Maui Method" of safely disposing of lithium ion batteries.

Growing Harvest Ag Network
Mid-morning Ag News, May 21, 2026: Beef production and steer price forecasts

Growing Harvest Ag Network

Play Episode Listen Later May 21, 2026 2:32


World Agricultural Outlook Board Chair Mark Jekanowski provides this month's USDA forecasts for both beef production and steer prices. USDA Radio NewslineSee omnystudio.com/listener for privacy information.

Carolina Weather Group
How NHC is Improving Hurricane Forecasts | Ep. 584

Carolina Weather Group

Play Episode Listen Later May 21, 2026 75:35


What's changing with hurricane forecasting this year?

Pharma and BioTech Daily
Eisai's Leqembi Forecasts $900M Sales Boost | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later May 18, 2026 5:42


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we explore a series of transformative events shaping the industry landscape, from scientific breakthroughs to regulatory shifts and strategic realignments. Eisai's progress with its Alzheimer's treatment, Leqembi, marks a significant milestone in addressing one of the most challenging neurological disorders. With a sales forecast of $900 million, this development underscores the growing demand for effective Alzheimer's treatments. Eisai's partnership with Biogen plays a crucial role in this context, aiming to provide a solution to a disease that has long eluded effective therapeutic intervention. This collaboration highlights the intricate interplay between scientific innovation and strategic alliances in tackling complex health challenges. Biogen's recent data on Alzheimer's disease advances our understanding of neurodegenerative disorders by reinforcing the tau hypothesis alongside longstanding amyloid-beta research. This insight opens new avenues for therapeutic interventions targeting tau proteins—a potentially pivotal shift given prior limited success with amyloid-centric approaches. Denali Therapeutics may benefit from this paradigm shift thanks to its proprietary technology that enhances central nervous system drug delivery—a crucial factor for effective tau-targeting therapies. Concurrently, organizational restructuring at Novartis reflects broader industry trends. As companies increasingly focus on optimizing operations and honing in on core therapeutic areas, Novartis's strategy to streamline its biomedical research arm could potentially impact innovation timelines and resource allocation. This move is indicative of a wider industry shift aimed at enhancing research efficiency and maintaining competitive edges in a rapidly evolving market. Regulatory updates continue to be pivotal, as seen with the U.S. Supreme Court's decision to temporarily restore telehealth access to the abortion pill mifepristone. This ruling not only underscores the intersection between healthcare access and legal frameworks but also highlights potential implications for patient accessibility to medications across the U.S. Meanwhile, AstraZeneca's Imfinzi received swift regulatory endorsement from NICE for perioperative use in stomach cancer just 17 days post UK approval. Such rapid endorsements are crucial in expanding treatment options and improving patient outcomes, particularly in oncology where timely interventions can be life-saving. In market dynamics, Novo Nordisk's Wegovy pill has experienced its first decline in total prescriptions, as tracked by Fierce Pharma through their new oral GLP-1 tracker. This development suggests shifting preferences among clinicians and patients within the competitive landscape of weight management therapies. It points to an environment where continuous innovation and adaptation are necessary to maintain market presence. Biopharmaceutical pipelines are increasingly dominated by biologics, presenting both opportunities and challenges. A report highlights manufacturing complexities that pose hurdles for new product launches, emphasizing the industry's shift from small molecules to biologically-derived therapies. As demand grows, advancements in manufacturing technologies and processes become essential to meeting these needs effectively. Aardvark Therapeutics' decision to unblind its phase 3 Prader-Willi syndrome study data following an FDA-imposed hold illustrates the regulatory hurdles that can occur during drug development. These holds often delay critical data analyses but also present opportunities for reevaluating trial strategies, ensuring that patient safety remains paramount. Aardvark Therapeutics faces regulatory challenges as its Prader-Willi syndrome trials encounter an FDA-imposed hold due to cardiac safety concerns. These developments highlight both scientific promise and the stringent safety standards essential within drug development processes. Technological innovation is reshaping drug discovery efforts through targeted protein degradation—a method allowing researchers to address previously "undruggable" targets. This approach signifies a potential revolution in developing novel therapeutic modalities across various diseases, highlighting the industry's capacity for groundbreaking advancements. On the policy front, bipartisan lawmakers have reintroduced legislation aimed at preventing pharmacy benefit managers from owning retail pharmacies. This legislation seeks to address conflicts of interest that could impact drug pricing and access, underscoring the ongoing scrutiny on practices affecting healthcare costs. In oncology, Genmab's recalibration of its antibody-drug conjugate pipeline signals competitive pressures within this innovative space where differentiation is key to maintaining market leadership. Similarly, Create Medicines' entry into CAR T-cell therapies—backed by substantial funding—reflects ongoing investment in breakthrough cancer treatments while balancing immediate clinical opportunities with strategic long-term goals. Amidst these transformative developments are broader industry trends involving employment shifts and funding dynamics. Despite workforce reductions like those at Takeda as part of its transformation strategy, there remains strong momentum within sectors such as California's vibrant biotech scene—illustrating resilience amid economic pressures. These stories exemplify an industry characterized by transformation driven by scientific insights into disease mechanisms coupled with regulatory vigilance ensuring patient safety remains paramount throughout all stages—from discovery through commercialization—ultimately striving towards improved patient care outcomes addressing various unmet medical needs worldwide.Support the show

On Investing
Why Markets Are Shrugging Off Sticky Inflation

On Investing

Play Episode Listen Later May 15, 2026 25:01


Liz Ann Sonders and Collin Martin discuss hotter-than-expected inflation data, with volatile energy prices playing a central role. Because the Fed can't directly influence oil prices, inflation staying above target likely keeps policy on hold, with rate cuts off the table for now and even the possibility of hikes if core inflation or labor strength accelerates. They also explore how consumers feel inflation differently than economists measure it, contributing to weak sentiment despite still-positive economic growth. Real incomes are slipping, but spending remains supported, helped in part by strong AI-driven business investment. Then, Liz Ann and Collin cover the growing dominance of AI: it's propping up GDP, earnings expectations, and capital spending, but also introducing concentration risks and shifting corporate financing toward debt. In the bond market, strong demand has kept credit spreads tight, though potential risks include oversupply and uncertain long-term returns on AI investments. Collin Martin also highlights rising Treasury yields, especially the 10-year, and the role of the “term premium” in a more uncertain, higher-inflation world. This shift is contributing to a negative correlation between stocks and bonds, which is a dynamic more reminiscent of earlier, more volatile inflation regimes. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  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. Currencies are speculative, very volatile and not suitable for all investors. 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 Negative correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. (0526-GWPD) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The MadTech Podcast
MadTech Daily: Ministers Urged to Act as AI Adoption Hits 95%; Ofcom Drafts New Rules for Streaming Platforms; Tencent Misses Q1 Forecasts, Bets on AI

The MadTech Podcast

Play Episode Listen Later May 15, 2026 2:20


In today's MadTech Daily, we cover ministers being urged to act as AI adoption hits 95%, Ofcom drafting new rules for streaming platforms, and Tencent missing Q1 forecasts while doubling down on AI.

RealAgriculture's Podcasts
Early season insects: forecasts, economic thresholds, & control options | RealAg Radio, May 12, 2026

RealAgriculture's Podcasts

Play Episode Listen Later May 12, 2026 54:08


Today on the show, host Shaun Haney presents last night’s episode of The Agronomists, where Lyndsey Smith of RealAg, Tyler Wist of AAFC and John Gavloski of Manitoba Ag discuss early-season insect feeding! The discussion focuses on flea beetles, cutworms, wireworms, and more. They talk about forecasts, anticipating control, and economic thresholds. Also on today’s... Read More

options economic threshold insects forecasts aafc shaun haney lyndsey smith realag radio realag
RealAg Radio
Early season insects: forecasts, economic thresholds, & control options | RealAg Radio, May 12, 2026

RealAg Radio

Play Episode Listen Later May 12, 2026 54:08


Today on the show, host Shaun Haney presents last night’s episode of The Agronomists, where Lyndsey Smith of RealAg, Tyler Wist of AAFC and John Gavloski of Manitoba Ag discuss early-season insect feeding! The discussion focuses on flea beetles, cutworms, wireworms, and more. They talk about forecasts, anticipating control, and economic thresholds. Also on today’s... Read More

options economic threshold insects forecasts aafc shaun haney lyndsey smith realag radio realag
That Don‘t Sound Right
Making Old Timers Mad - Fishing Forecasts, Deer Movement & Self Deception

That Don‘t Sound Right

Play Episode Listen Later May 10, 2026 18:34 Transcription Available


On this episode of That Don't Sound Right, Peter and Cecil wade into one of the great outdoor debates: can you really predict what animals are going to do? From fishing forecasts in old almanacs to deer movement charts, moon phases, barometric pressure, turkey season lore, and generations of hunting wisdom, the guys explore the long tradition of people trying to “read” nature before heading outdoors. Do fish bite better under a full moon? Can weather shifts predict deer activity? Or are we all just buying fancy calendars and hoping for the best? Along the way, Peter and Cecil swap stories about fishing, backpacking, getting startled by turkeys, and the kinds of outdoor advice that gets passed down as absolute truth—even when nobody's completely sure where it came from. As always, the conversation stays true to the spirit of That Don't Sound Right: no instant Googling, no live fact-checking, just good old-fashioned conversation and the collective expertise of whoever's around the table. Whether you're a hunter, fisherman, outdoorsman, or just someone who's heard an old-timer confidently predict animal behavior based on the moon, this episode is packed with laughs, nostalgia, and a few theories that may—or may not—sound right. #tdsrpodcast #ThatDontSoundRight #Fishing #Hunting #DeerMovement #TurkeySeason #OutdoorLife #FishingForecast #FarmersAlmanac #MoonPhases #NatureTalk #Backpacking #CountryLife #FunnyPodcast #OldTimerWisdom Connect with us:

Real Estate News: Real Estate Investing Podcast
April Jobs Report Tops Forecasts as U.S. Adds 115,000 Jobs

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later May 9, 2026 3:44


In this episode of Real Estate News for Investors, Kathy Fettke breaks down the April jobs report after the U.S. economy added 115,000 jobs and unemployment held steady at 4.3%. Hiring beat expectations, but beneath the headline, signs of economic strain are emerging—from rising part-time employment to slowing wage growth and sector-specific layoffs. Kathy unpacks what the latest labor data, rising gas prices, and growing global uncertainty could mean for inflation, mortgage rates, and real estate investors in the months ahead. Want to learn more? Visit www.Newsforinvestors.com Source: https://www.bls.gov/news.release/empsit.nr0.htm  Source: https://www.nytimes.com/live/2026/05/08/business/jobs-report-economy  

On Investing
Concentration Risk Meets Diversification Reality

On Investing

Play Episode Listen Later May 8, 2026 42:10


Liz Ann Sonders and Collin Martin examine the market backdrop shaped by the Middle East conflict, noting that while oil price volatility has influenced inflation expectations and Treasury yields, its broader economic impact has been limited so far due to lag effects and structural shifts in the U.S. economy. Meanwhile, investor attention has returned to earnings season and AI-driven growth, with a narrow group of mega-cap companies responsible for a disproportionate share of earnings upgrades—highlighting ongoing concentration risks in both markets and fundamentals. Then, Collin Martin is joined by Inga Rachwald, director and senior investment portfolio strategist supporting Schwab Asset Management. Inga addresses common challenges, including the perceived breakdown of diversification during periods of market concentration or rising rates, and explains why these are often misinterpretations driven by inappropriate benchmarks. The discussion introduces goal-based investing as a more practical framework, aligning portfolios with specific time horizons and objectives rather than short-term performance comparisons. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  To learn more about behavioral biases that can cloud your judgment, check out the latest episode of the Choiceology podcast, hosted by Katy Milkman. 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. Diversification, asset allocation and rebalancing 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. 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. Currency trading is speculative, very volatile and not suitable for all investors. Investing in cryptocurrencies involves risk, including the risk of total loss of principal invested. Cryptocurrencies such as bitcoin and ethereum are highly volatile, are not backed or guaranteed by the bank, any central bank or government; are not deposits; are not FDIC insured; are not SIPC protected; and lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. 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 Inverse correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. (0526-DH17) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AP Audio Stories
Japanese video-game maker Nintendo raises Switch price, forecasts lower profits

AP Audio Stories

Play Episode Listen Later May 8, 2026 0:42


AP correspondent Haya Panjwani reports on the price of a popular gaming console going up.

The Manila Times Podcasts
BUSINESS: Inflation tops forecasts; balloons to 7.2% in April | May 6, 2026

The Manila Times Podcasts

Play Episode Listen Later May 5, 2026 5:56


BUSINESS: Inflation tops forecasts; balloons to 7.2% in April | May 6, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcher Tune In: https://tmt.ph/tunein #TheManilaTimes #KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

GB @Work
Mission Impossible – The Sales Quarterly Reckoning

GB @Work

Play Episode Listen Later May 4, 2026 29:18


You know that moment in Mission Impossible when everything is going according to plan… and then immediately, spectacularly, everything falls apart?Yeah—welcome to your sales quarter.This is ⁠BasTalk⁠, and today's episode feels less like a business podcast and more like the middle act of Mad Max: Fury Road—lots of speed, lots of chaos, and somehow we're all still chasing targets that keep moving farther away.Because at the start of the quarter, we were unstoppable. Forecasts were bold. Pipelines were “healthy.” Confidence was high. We were basically assembling the Avengers of revenue—minus the actual results, like in Avengers: Endgame before the comeback.And now?Now we're refreshing dashboards like it's going to change our destiny.Today, we're talking about missing sales targets—the panic, the denial, the “we can still close 12 deals in 3 days” optimism—and most importantly, what really goes wrong behind the scenes.Because sometimes the real mission isn't hitting the number……it's figuring out why we didn't—and how we make sure the sequel has a better ending.Let's get into it.

Synergy to Synastry
Life Updates & Psychic Reading: Training Season

Synergy to Synastry

Play Episode Listen Later May 2, 2026 26:54


In this palate cleansing conversation, Renee catches the listeners up on what's been going on in her life since the Season 3 premiere. She talks about her new job, strategies to get those finicky boundaries to finally stick, nurturing mind-body reconnection, and more. Keep listening for the first psychic reading in the Synergy to Synastry feed since the 2026 Forecasts – it's worth the wait! Renee channels the mini forecast timeline and corresponding intuitive messages. Maybe you're not overdoing it, maybe you're just outgrowing your current self... What mountains are you going to move in this training period? 

Cosmic Scene with Jill Jardine
May 2026 Zodiac Sign Forecasts and Lucky Days: A Soul Awakening Portal

Cosmic Scene with Jill Jardine

Play Episode Listen Later May 1, 2026 22:09


May 2026 Zodiac Sign Forecasts: A Soul Awakening Portal. May is a powerful turning point for every zodiac sign, activating a rare cosmic sequence of release, reinvention, and expansion. Discover how each zodiac sign is being guided to step into a bold new chapter aligned with truth, purpose, and higher potential.This is a month where emotional breakthroughs, financial shifts, and destiny-defining opportunities unfold across all areas of life. May 2026 delivers a profound energetic initiation for all zodiac signs, acting as a cosmic bridge between the past and your future self. This is not a subtle month—it's a powerful portal of transformation guiding you to release outdated patterns, rebuild your foundation, and expand into a more aligned and awakened version of your life. Subscribe to my channel on YouTube https://bleav.com/shows/cosmic-scene-with-jill-jardine/ for video versions. May 2026 Zodiac Sign Forecasts: A Soul Awakening Portal. May is a powerful turning point for every zodiac sign, activating a rare cosmic sequence of release, reinvention, and expansion. Discover how each zodiac sign is being guided to step into a bold new chapter aligned with truth, purpose, and higher potential.This is a month where emotional breakthroughs, financial shifts, and destiny-defining opportunities unfold across all areas of life. Across platforms like Facebook, Instagram, YouTube, LinkedIn, and major podcast outlets such as Apple and Spotify, the buzz is on May 2026 Astrology and  Zodiac sign forecasts and the rare Blue Moon. Book a reading for your personal astrology interpretation: www.jilljardineastrology.com Each zodiac sign experiences this energy uniquely, yet the overarching theme is clear: you are being asked to evolve. Aries: This month activates deep transformation around money, power, and self-worth. You are shedding old control patterns and stepping into a more empowered relationship with your value, opening doors to new income streams and expanded beliefs about what's possible. Time Stamps for your Sign:  00:00 Introduction – May 2026 Cosmic Overview & Blue Moon Portal01:10 Aries – Money, Power & Self-Worth Transformation02:20 Taurus – Personal Reinvention & New Beginnings03:30 Gemini – Karmic Clearing & Awakening Cycle04:40 Cancer – Love, Creativity & Emotional Alignment05:50 Leo – Home vs Career Shifts & Redefining Success07:00 Virgo – Breakthrough Ideas & Expanding Your Voice08:10 Libra – Financial Empowerment & Self-Worth Upgrade09:20 Scorpio – Deep Rebirth & Identity Transformation10:30 Sagittarius – Healing, Breakthrough & Expansion11:40 Capricorn – Purpose, Creativity & Vision Reset12:50 Aquarius – Leadership, Visibility & Destiny Shifts14:00 Pisces – Spiritual Growth & Higher Path Alignment Taurus: Happy Birthday, Taurus! This is a major reinvention cycle for you—personally and relationally. You are redefining who you are, what you want, and how you show up in the world, with powerful opportunities for love, abundance, and a fresh start. Gemini: You are in a karmic clearing phase, releasing old cycles and preparing for a major personal rebirth. As the month progresses, energy builds rapidly, bringing excitement, insight, and the beginning of a powerful new chapter. Cancer: This is a beautiful month of creative awakening and heart-centered alignment. You are reconnecting with joy, love, and purpose, while also realigning your social world and daily life to support your emotional well-being. Leo: You are navigating a powerful shift between home and career, redefining success on your own terms. While early pressures may feel intense, they ultimately guide you toward greater visibility, creative expression, and emotional fulfillment. Virgo: Your mind and voice are evolving, bringing breakthrough insights, opportunities, and expansion. This is a month where communication, learning, and new perspectives open doors—helping you step into greater confidence and clarity. Libra: Financial empowerment is a major theme as you step into greater self-worth, confidence, and resource alignment. This is a powerful time to restructure your money story and claim your value in tangible, lasting ways. Scorpio: This is your rebirth month, marking a profound personal transformation. You are releasing old identities and stepping into a new version of yourself, with powerful shifts in relationships, finances, and emotional truth. Sagittarius: You are moving through deep inner healing before stepping into a major personal breakthrough and expansion. By the end of the month, you are ready to embrace a bold new chapter filled with growth, truth, and opportunity. Capricorn: Your long-term vision is evolving as you align more deeply with purpose, creativity, and meaningful connections. This is a time to trust your dreams and allow them to reshape into something more authentic and fulfilling. Aquarius: You are stepping into greater visibility, leadership, and personal authority, while also redefining your foundation. Rapid insights and energetic shifts push you toward a future that aligns more fully with your truth. Pisces: Spiritual expansion and higher awareness guide your path this month. You are aligning with your purpose, voice, and truth, with opportunities to grow through communication, career advancement, and deeper self-understanding. May 2026 is a 3-part initiation for the soul—a rare energetic gateway that accelerates growth, truth, and transformation. Every sign is being pushed to release the past, anchor into authenticity, and step boldly into a more expansive future. This is where everything begins to change. May 2026 is a cosmic bridge month—not subtle, but deeply aligned for breakthrough. It challenges you to release the past, anchor into what truly matters, and boldly step into a more expansive future. You can listen to the complete update for free on our website Cosmic Scene – Jill Jardine Astrology, also on Apple Podcasts Cosmic Scene with Jill Jardine Podcast, Spotify, YouTube and most major podcast platforms. You can find the Cosmic Scene Podcast on Facebook, Follow Cosmic Scene on Instagram and LinkedIn, YouTube and even IMDB- mdb.com/title/tt26653684/. Be sure to follow us on and other social media platforms for the latest episodes and news. Thanks for listening and don't forget to hit subscribe, leave a 5-star rating and write a review. You can find us on Apple Podcasts, Spotify, Amazon Music, YouTube, or wherever you get your podcasts. Facebook, Instagram, LinkedIn, IMDB, YouTube #free #podcast #astrology Book an astrology reading with Professional Astrologer Jill Jardine: www.jilljardineastrology.com Buy Jill's Book: https://jilljardine.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On Investing
How Macro Forces Shape Credit Markets (With Winnie Cisar)

On Investing

Play Episode Listen Later May 1, 2026 46:06


The Federal Reserve faces a pivotal moment: the transition from Jerome Powell as Fed chair to Kevin Warsh, with Powell opting to remain at the Fed as a governor. Collin Martin and Liz Ann Sonders discuss what Warsh's confirmation signals for future Fed policy, noting his interest in reshaping how the Fed communicates with markets—potentially scaling back press conferences, reducing the emphasis on dot plots and projections, and encouraging less frequent public commentary from Fed officials.  Then, Collin Martin is joined by Winnie Cisar, global head of strategy at CreditSights. She provides an in‑depth look at the current state of corporate credit markets. Winnie explains how her team blends macroeconomic signals, such as inflation trends, labor market data, and central bank policy, with bottom‑up company analysis to form credit views. Cisar highlights how the structure of credit markets has evolved since the financial crisis, with risk increasingly spread across high-yield bonds, leveraged loans, and private credit. These shifts, along with increased debt issuance from banks, technology firms, and utilities, have contributed to an overall improvement in index‑level credit quality, even as risks have migrated to less transparent parts of the market. Finally, Collin and Liz Ann look ahead to next week's upcoming economic indicators and data releases.  On May 1, in honor of National Investing Day, the Schwab coaching team will be hosting a special day of educational events. You can learn more about those at schwab.com/coaching. 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. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. 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. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. 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 (0526-ABDG) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dukes & Bell
Hr2 - Fox Sports 2027 Mock Draft Forecasts Falcons Top-Six Pick

Dukes & Bell

Play Episode Listen Later Apr 28, 2026 39:10


Dukes and Bell react to a distant 2027 NFL mock draft that predicts a struggle-filled season for the Falcons. They also evaluate recent draft grades for the franchise and examine the potential impact of new linebacker Kendal Daniels. 01:50 - Braves Tigers Series Preview 03:40 - 2027 NFL Mock Draft Reaction 08:42 - Aaron Rodgers Tender News 10:15 - Ravens Sign Diego Pavia 13:27 - Falcons Front Office Changes 18:45 - Analyzing Falcons Draft Grades 21:20 - Kendal Daniels Scouting Report 27:45 - Braves TV Viewing Options 32:55 - Michael Jackson Biopic Talk 37:31 - NBA Postseason Award Updates 40:45 - Towns Game Five Struggles

Selling From the Heart Podcast
Always Be Qualifying: MEDDIC, Purpose, and Better Sales Forecasts featuring Darius Lahoutifard

Selling From the Heart Podcast

Play Episode Listen Later Apr 25, 2026 30:26


Darius Lahoutifard is a visionary sales leader, serial entrepreneur, and founder of MEDDIC Academy, the premier global MEDDPICC® certification platform. A former executive at PTC and Oracle, Darius is best known for scaling PTC France's revenue from $4M to $27M in just three years—outperforming major industry competitors.Originally trained as a robotics engineer, Darius combined technical expertise with sales excellence, becoming CEO of a Schlumberger subsidiary at just 28 years old. He has since launched four successful tech startups, raised over $20 million in funding, and authored Always Be Qualifying. Today, through MEDDIC Academy, he equips sales professionals worldwide with the discipline, clarity, and strategy needed to improve qualification, forecasting, and win rates.SHOW SUMMARYIn this episode of the Selling from the Heart Podcast, Larry Levine and Darrell Amy are joined by Darius Lahoutifard to discuss how authentic selling starts with purpose—and how strong qualification creates better sales outcomes. Darius shares that when purpose aligns with your work, selling from the heart becomes natural rather than forced.The conversation focuses on one of the biggest weaknesses in sales: poor qualification. Darius explains how optimism, urgency to close, and self-deception often cause sales professionals to hold onto deals that were never real. He introduces the Three Whys—Why buy anything? Why buy now? Why buy from us?—as a simple but powerful filter for qualification.He also breaks down the MEDDIC/MEDDPICC framework—Metrics, Economic Buyer, Decision Process, Decision Criteria, Paper Process, Pain, Champion, and Competition—showing how disciplined qualification protects time, improves forecasting, and increases trust. This episode is a masterclass in selling smarter, not just harder.KEY TAKEAWAYSPurpose makes authentic selling natural—when your work aligns with meaning, trust follows.Qualification is a time management strategy, not just a sales process.Sales optimism can become a liability when it blinds you to disqualifying signals.The Three Whys—Why buy? Why now? Why us?—help determine if a deal is real.HIGHLIGHT QUOTESFind your purpose, match it with your job, and then you'll be selling from the heart.Our time is limited and is the most precious asset we have as salespeople.We can deceive ourselves by not responding truthfully—the best way is to ask the customer.If the economic buyer asks why they should buy from you—how solid is your answer?ADDITIONAL RESOURCESExplore the secrets of heart-centered leadership and thriving workplace cultures with Culture from the Heart Podcast! Nominate a visionary CEO at www.culturefromtheheart.com!Listen to Larry Levine's Bestselling Book: Selling in a Post-Trust World! Now available on Audible! Transform your sales approach with insights that matter.  Subscribe to The Selling from the Heart Podcast Youtube Channel! Stay updated with the latest episodes and leadership tips: Selling from the Heart YouTubeGet Your Daily Dose of Inspiration:Click Here for Your Daily Dose

On Investing
Debt, Deficits & the Fed's Next Move

On Investing

Play Episode Listen Later Apr 24, 2026 22:12


In this episode, Schwab's Chief Investment Strategist Liz Ann Sonders and Head of Fixed Income Research and Strategy Collin Martin reflect on the questions they're hearing most from investors—dominated by geopolitical risks, rising oil prices, inflation, and growing anxiety about U.S. debt and deficits. They explain why concerns about a “tipping point” for Treasuries or the dollar have not shown up in historical data—and why demand for Treasuries remains resilient even as issuance grows. The conversation turns to the Federal Reserve, including what to watch in upcoming congressional hearings for Kevin Warsh and how inflation pressures complicate calls for lower rates or a smaller Fed balance sheet. Liz Ann and Collin also revisit the 60-40 portfolio debate, arguing that shifting inflation dynamics and the end of the “Great Moderation” require more nuanced diversification than simple stock‑bond splits. They close with a look at the Fed's near‑term focus on inflation over employment, key data releases like core PCE (Personal Consumption Expenditures) and consumer sentiment, and why investors should be cautious about overreacting to headline payroll numbers that are often heavily revised. 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. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. 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. 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 (0426-6VN9) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Mike Hosking Breakfast
Murray Horn: Former Treasury Secretary and NZ Initiative Senior Fellow on Treasury revising their economic forecasts amid oil shocks

The Mike Hosking Breakfast

Play Episode Listen Later Apr 23, 2026 3:49 Transcription Available


The Finance Minister's between a rock and hard place ahead of her budget. Moody's has downgraded New Zealand's economic outlook from stable to negative and Treasury officials are revisiting their economic forecasts. Nicola Willis says the Government shouldn't be spending more to deal with the fuel crisis, but austerity also isn't the answer. Former Treasury Secretary and NZ Initiative Senior Fellow Murray Horn told Mike Hosking borrowing more and more won't work. He says all that will do is delay the economic pain and make it worse. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Financial Exchange Show
Big Bank Forecasts Miss Again as AI and Fed Risks Build

The Financial Exchange Show

Play Episode Listen Later Apr 21, 2026 38:31 Transcription Available


Wall Street keeps updating its forecasts but the results rarely match reality.Paul Lane and Marc Fandetti break down why major banks continue to raise and lower market targets after the fact and what that says about how useful these forecasts really are.Also covered:Why stock market targets often follow price instead of predict itConcerns about Fed policy and the push to lower interest ratesThe risks of relying on AI productivity assumptions in economic policyWhat Apple's leadership transition means for its AI strategyShifts in consumer behavior as companies adjust pricingFrom flawed forecasts to policy risks to AI driven change, this episode breaks down the forces shaping the economy right now.

The Brian Mudd Show
Revisited: Q&A - Hurricane Forecasts

The Brian Mudd Show

Play Episode Listen Later Apr 19, 2026 7:23


Revisited: Q&A - Hurricane Forecasts

On Investing
Why Corporate Earnings Matter for Stocks, Bonds & the Fed

On Investing

Play Episode Listen Later Apr 17, 2026 29:53


Earnings season kicks off with a mixed but generally constructive signal for markets, as Liz Ann Sonders and Collin Martin examine what corporate profits reveal about macroeconomic and market health. While equity investors tend to focus on near‑term earnings growth, Collin emphasizes that bond markets care more about long‑term cash flows and companies' ability to service debt. Aggregate corporate profits remain strong when viewed through broad measures like NIPA profits (National Income and Product Accounts), supporting investment, employment, and overall financial stability, even as borrowing costs drift higher due mainly to rising Treasury yields rather than widening credit spreads. Beneath that positive backdrop, however, stresses are emerging in lower‑quality areas of the market. Collin highlights ongoing weakness among the riskiest high‑yield borrowers, where interest coverage ratios remain below sustainable levels, raising the risk of defaults if rates stay elevated. Liz Ann connects this theme to equity markets, noting a shift toward profitability and balance‑sheet strength, particularly a reversal in small‑cap performance, where profitable companies are now outperforming non‑profitable "zombie" companies. At the same time, earnings estimates have begun to deteriorate, with negative revisions concentrated in the near term and strength increasingly isolated to a small group of large-cap technology companies. While markets appear to be betting on a resolution to the Iran conflict, risks remain tied to oil prices, inflation expectations, and consumer health, especially among lower‑income households. Finally, Collin and Liz Ann discuss which key economic data to watch in the coming weeks. You can read the article "Gambler's Blues: Betting Isn't Investing" on Schwab.com. 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. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Small-cap stocks are subject to greater volatility than those in other asset categories. Small-Cap Company Risk. Small-cap companies may be more vulnerable to adverse business or economic events than larger, more established companies and their securities may be riskier than those issued by larger companies. The value of securities issued by small-cap companies may be based in substantial part on future expectations rather than current achievements and their prices may move sharply, especially during market upturns and downturns. In addition, small-cap companies may have limited financial resources, management experience, product lines and markets, and their securities may trade less frequently and in more limited volumes than the securities of larger companies. Further, small-cap companies may have less publicly available information and such information may be inaccurate or incomplete. 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. High-yield securities and unrated securities of similar credit quality (junk bonds) are subject to greater levels of credit and liquidity risks and may be more volatile than higher-rated securities. High-yield securities are considered predominately speculative with respect to the issuer's continuing ability to make principal and interest payments. 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. Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate this risk. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Schwab does not recommend the use of technical analysis as a sole means of investment research. 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 (0426-4BTY) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Second Life
The Who What Wear Podcast: Fashion Analyst Mandy Lee, aka @oldloserinbrooklyn, Talks Met Gala Predictions, 2026 Trend Forecasts, and AI in the Fashion Industry

Second Life

Play Episode Listen Later Apr 15, 2026 49:36


This week, Who What Wear Senior Fashion and Social Editor Tara Gonzalez sits down with fashion analyst Mandy Lee (aka @oldloserinbrooklyn) to discuss everything from Met Gala fashion forecasting to 2026 trend predictions. Lee also shares her thoughts on AI's place in the industry (hint: nowhere) and the rise of utilitarianism. Plus, she shares which emerging brand she thinks we'll all be buying by the end of the year.  Watch this episode ⁠⁠here on our new YouTube channel⁠⁠, and be sure to subscribe!

Who What Wear with Hillary Kerr
Fashion Analyst Mandy Lee, aka @oldloserinbrooklyn, Talks Met Gala Predictions, 2026 Trend Forecasts, and AI in the Fashion Industry

Who What Wear with Hillary Kerr

Play Episode Listen Later Apr 15, 2026 49:36


This week, Who What Wear Senior Fashion and Social Editor Tara Gonzalez sits down with fashion analyst Mandy Lee (aka @oldloserinbrooklyn) to discuss everything from Met Gala fashion forecasting to 2026 trend predictions. Lee also shares her thoughts on AI's place in the industry (hint: nowhere) and the rise of utilitarianism. Plus, she shares which emerging brand she thinks we'll all be buying by the end of the year.  Watch this episode ⁠⁠here on our new YouTube channel⁠⁠, and be sure to subscribe! 

Perpetual Traffic
5 Missed Forecasts. Then One Budget Shift. Then 4 Straight Hits.

Perpetual Traffic

Play Episode Listen Later Apr 14, 2026 53:55


Are you scaling ad spend but getting worse results? If your ROAS looks amazing while your growth stalls, you might be optimizing for the wrong thing, and it's costing you more than you think.In this episode, I sit down with Scott Desgrosseilliers from Wicked Reports to break down one of the best case studies we've ever run at Tier 11. After five consecutive missed forecasts, we made a bold move and achieved incredible results.We cut over 90% of Amazon spend and reallocated the budget to top-of-funnel channels. The result? Four straight quarters of growth, lower customer acquisition costs, and a massive increase in MER.We show you how we used multi-touch attribution, incrementality testing, and creative strategy to drive real business outcomes. If you've ever questioned whether your “best” channels are holding you back, this case study will help rethink and optimize your ad budget allocation.In This Episode:- Case study: Five missed forecasts and rising CAC- Meta's recycling loop explained- AOV and LTV of premium products- Why Google's nCAC is misleading- Decoding direct traffic on Google - Incrementality testing of Amazon and Google- Results of cutting Amazon spend by 91%- Analyzing the risks of budget reallocation - Scaling the top funnel mix- Wicked Reports breakdown- Organic lift and MER from paid ads- Action steps for brandsMentioned in the Episode:Partner with Tier 11's Marketing Experts: https://www.tiereleven.com/apply Tier 11's Data Suite https://www.tiereleven.com/what-we-do/data-suite Watch the Episode on YouTube: https://perpetualtraffic.com/youtube Listen to This Episode on Your Favorite Podcast Channel:Follow and listen on Apple: https://podcasts.apple.com/us/podcast/perpetual-traffic/id1022441491 Follow and listen on Spotify:https://open.spotify.com/show/59lhtIWHw1XXsRmT5HBAuK Subscribe and watch on YouTube: https://www.youtube.com/@perpetual_traffic?sub_confirmation=1We Appreciate Your Support!Visit our website: https://perpetualtraffic.com/ Follow us on X: https://x.com/perpetualtraf Connect with Scott Desgrosseilliers: Website - https://www.wickedreports.com/ LinkedIn - https://www.linkedin.com/in/scottd71/ Connect with Ralph Burns: LinkedIn - https://www.linkedin.com/in/ralphburns Instagram - https://www.instagram.com/ralphhburns/ Hire Tier11 - https://www.tiereleven.com/apply-now Mentioned in this episode:Apply for an ad spot on Perpetual Traffic for Q1 or Q2. Visit www.perpetualtraffic.com today to secure your spot!We're opening up sponsorship spots for Q1 and Q2! https://perpetualtraffic.com/advertise-with-us/https://perpetualtraffic.com/advertise-with-us/https://perpetualtraffic.com/advertise-with-us/

The Treasury Update Podcast
Cash Forecasts, Budgets, and Corporate Planning: How They Work Together

The Treasury Update Podcast

Play Episode Listen Later Apr 13, 2026 15:52


In this episode, Paul Galloway of Strategic Treasurer explains the distinctions and connections between cash forecasting, budgeting, and corporate planning. He outlines how each function supports liquidity management, capital strategy, and long-term growth and discusses why treasurers must understand the interdependencies to provide better visibility and strategic support across the organization. Company Website: Strategic Treasurer: https://strategictreasurer.com

budget work together forecasts corporate planning strategic treasurer
On Investing
Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

On Investing

Play Episode Listen Later Apr 10, 2026 43:19


In this episode, Liz Ann Sonders and Collin Martin discuss recent market volatility, highlighting a sharp equity rally following news of a temporary ceasefire abroad. Liz Ann cautions that the dramatic, short‑term swings across asset classes reflect an increasingly “casino‑like” mentality in markets, where trading and speculation often blur with long‑term investing.  Turning to fixed income, Collin reviews heightened volatility in Treasury yields and shifting expectations for Federal Reserve policy. While markets have begun to price in the possibility of a rate cut later this year, Collin notes that Schwab's outlook remains largely unchanged: The Fed is likely to stay on hold for some time, and long‑term Treasury yields may remain in a relatively stable range. He underscores that for long‑term investors, modest daily moves in yields should not drive portfolio decisions, reinforcing the role bonds play as part of a broader investment strategy rather than a tactical trade. Then, Liz Ann is joined by Nela Richardson, chief economist at ADP, who offers a nuanced view of the U.S. labor market using high‑frequency payroll data. Richardson describes today's labor market as solid but lacking dynamism, with job growth highly concentrated in health care due to aging demographics. She also explores how artificial intelligence is reshaping work—not by eliminating entire jobs, but by transforming individual tasks—often augmenting higher‑skill roles while automating simpler ones.  Finally, Collin and Liz Ann discuss which key economic data to watch in the coming weeks. 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.  Diversification, asset allocation, and rebalancing 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. 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. 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. 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,0 and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate this risk. Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund. 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  (0426-0YC8) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CruxCasts
Central Asia Metals (LSE:CAML) - Beats Cash Forecasts, Pays Dividends

CruxCasts

Play Episode Listen Later Apr 9, 2026 38:10


Interview with Gavin Ferrar, CEO of Central Asia Metals Our previous interview: https://www.cruxinvestor.com/posts/central-asia-metals-lsecaml-kazakhstan-copper-producer-reports-solid-financial-performance-6938Recording date: 31st March 2026Central Asia Metals PLC, an AIM-listed base metals producer with a $400 million market capitalization, delivered robust 2025 financial results while navigating a critical transition from mature assets to new growth opportunities.The company reported $230 million in revenue and $103 million in EBITDA, generating $56 million in free cash flow. This enabled a 12 pence per share dividend representing a 7% yield—paid at the maximum end of its 30-50% free cash flow distribution policy. The company also completed a $10 million share buyback before market weakness reduced valuations by 20-30% across the mining sector.Central Asia Metals' financial backbone remains the Kounrad copper operation in Kazakhstan, which operates at exceptional 75% EBITDA margins. The facility processes 600 million tons of Soviet-era waste dumps through heap leaching, producing 13,300 tons of copper cathode in 2025. While production guidance moderates to 12,000-13,000 tons for 2026 as leach curves naturally decline after 14 years of operation, the site has consistently outperformed expectations with 13-14% higher copper recovery than forecast. This track record supports management's pursuit of license extension beyond the current 2034 expiration date.The company's SASA lead-zinc mine in North Macedonia faced significant challenges in 2024 due to unexpected geological complexity at depth. Management implemented comprehensive restructuring including an 11% workforce reduction, enhanced geological monitoring, new mining methods, and strategic hedging of 50% of zinc production. Fourth quarter 2025 showed marked improvement, enabling raised guidance for 2026.Looking forward, Central Asia Metals pursues dual-track growth through early-stage exploration across six Kazakhstan licenses and acquisition of pre-feasibility stage development assets trading at 0.25x net asset value. CEO Gavin Ferrar emphasized the company's proven construction and operational expertise as competitive advantages in advancing acquired projects while maintaining financial flexibility through a clean balance sheet and disciplined capital allocation.Learn more: https://www.cruxinvestor.com/companies/central-asia-metalsSign up for Crux Investor: https://cruxinvestor.com

On Investing
What the Iran Conflict Could Mean for Stocks, Bonds & Inflation

On Investing

Play Episode Listen Later Apr 3, 2026 29:51


In this episode, Liz Ann Sonders and Collin Martin focus on the market and economic ripple effects stemming from the war in Iran—particularly through energy markets, inflation, interest rates, and investor sentiment. Liz Ann and Collin begin by addressing a common misconception: that the U.S. being a net exporter of oil insulates the domestic economy from geopolitical energy shocks. Liz Ann explains that oil is priced globally, meaning higher global prices still feed directly into U.S. energy costs, inflation, and market volatility.  Collin then turns to the bond market, explaining that while Treasury yields have risen, the magnitude of recent moves is modest by historical standards and consistent with Schwab's outlook. He outlines three key forces keeping yields elevated: sticky inflation, rising fiscal deficits and debt issuance, and upward pressure from higher global yields.  Liz Ann also explains what it means for markets to be “oversold,” emphasizing that technical indicators describe conditions—not timing signals—and that markets can remain oversold or overbought for extended periods depending on fundamentals. Finally, Collin and Liz Ann discuss which key economic data to watch in the coming weeks. 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. Currency trading is speculative, very volatile and not suitable for all investors. Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate this risk. 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 S&P 500® Index-Measures the performance of 500 leading publicly traded U.S. companies from a broad range of industries. It is a float-adjusted market-capitalization weighted index. (0426-WMAC) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beyond the Darkness
S21 Ep39: Supernatural News/Parashare: Moon Landings, Centaur Cyborgs, & Death Forecasts Edition w/Travis Thorpe

Beyond the Darkness

Play Episode Listen Later Apr 1, 2026 140:00


Darkness Radio presents Supernatural News/Parashare: Moon Landings, Centaur Cyborgs, & Death Forecasts Edition w/Travis Thorpe(Combat Rev)!This week, TODAY'S THE DAY! (and no, this isn't an "April Fool's joke" .)  Artemis II launches from Florida and begins it's 10 day mission to circle the moon like a man who hasn't seen food in weeks! We give you the details on today's launch!  Scientists in China have built a Cyborg Centaur suit... it sounds impressive... but is it... really?  A woman has a near-death experience and gains the power to not only see ghosts. But predict when PEOPLE WILL DIE!  And, they found one of the Three Musketeers in the Netherlands (we'll let you guess if it was moldy or not...)   Scientists in China have built a centaur cyborg suit! But, is it all it is cracked up to be? Check it out here:  https://www.odditycentral.com/technology/bizarre-power-suit-transforms-wearer-into-a-half-human-half-robot-centaur.html#google_vignetteCheck out where the boys will be in your area:  https://www.darknessradioshow.com/p/events/There are new and different (and really cool) items all the time in the Darkness Radio Online store at our website! Check out the Darkness Radio Store!   https://www.darknessradioshow.com/store/Make sure you update your Darkness Radio Apple Apps!and subscribe to the Darkness Radio YouTube page:  https://www.youtube.com/@DRTimDennis#paranormal  #supernatural  #metaphysical  #paranormalpodcasts  #darknessradio  #timdennis #travisthorpe #combatrev #supernaturalnews  #parashare  #ghosts  #spirits  #spectres #hauntings #hauntedhouses #haunteddolls #demons #deliverances #exorcisms #angels #guardianangels #spiritguides #Psychics #mediums #tarot  #ouija  #Aliens  #UFO #UAP #Extraterrestrials #alienhumanhybrid #alienabduction #alienimplant #Alienspaceships  #disclosure #shadowpeople #AATIP #DIA #Cryptids #Cryptozoology #bigfoot #sasquatch #yeti  #abominablesnowman #ogopogo #lochnessmonster #chupacabra  #mothman #Artificiallife #artificialintelligence #AI  #NASA #timetravel  #CIA #FBI #conspiracytheory #neardeatheexperience