Podcasts about ISM

  • 882PODCASTS
  • 3,390EPISODES
  • 34mAVG DURATION
  • 1DAILY NEW EPISODE
  • Sep 11, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about ISM

Show all podcasts related to ism

Latest podcast episodes about ISM

The Itch: Allergies, Asthma & Immunology
#127 - Management of indolent mastocytosis - A clinical yardstick

The Itch: Allergies, Asthma & Immunology

Play Episode Listen Later Sep 11, 2025 36:01


Indolent Systemic Mastocytosis (ISM) is a rare but often underrecognized clonal mast cell disorder. From random hives to gut pain and brain fog, ISM can feel like a medical mystery. We continue our review of “Management of indolent mastocytosis and mast cell activation syndrome - A clinical yardstick,” published in June 2025 in The Annals of Allergy, Asthma & Immunology. This is Part 2 of our discussion, with a focus on indolent systemic mastocytosis. We look at what causes it, how it's diagnosed, and how to manage symptoms and improve quality of life. In this episode, we break down this complex mast cell disease and how doctors use baseline serum tryptase, KIT D816V testing, and HaT screening to find answers. Plus, we explain how treatments like antihistamines, mast cell stabilizers, and avapritinib can help people live better with ISM.

Iron Sheep Ministries Inc.
Leviticus 16 Bible Study - The Day of Atonement - Yom Kippur (יום כיפור)

Iron Sheep Ministries Inc.

Play Episode Listen Later Sep 10, 2025 47:40


In this Bible Study we walk through all of Leviticus 16 in which we study the Day of Atonement, also known as Yom Kippur (יום כיפור). The Day of Atonement was (and still is) the most holy day for all of Israel, although it was celebrated differently in Moses' day from how it is today. We will talk about the foundation of this Holy Day, as well as what a scapegoat is (and who/what is Azazel).OUTLINE:00:13 - Personal update. Why am I wearing a bowtie?02:37 - What is my job as a Bible teacher?03:25 - Reading of Leviticus 1610:30 - Leviticus 16.1 - Nadab & Abihu - Aaron's sons who died in Chapter 10.13:11 - Overview of the tabernacle set up, including the outer courtyard, the bronze altar, the wash basin, the candlestick, the table of show bread, the altar of incense, the curtain (or veil), the holy place, the holy of holies (or most holy place), and finally the ark of the covenant. 15:37 - What is the Day of Atonement?17:05 - What was the sin of Nadab & Abihu?Watch the full study of Leviticus chapter 10 on Nadab & Abihu.https://youtu.be/ds7kyDHUq0w20:00 - Leviticus 16.3-5 - the animals mentioned for the sacrifice for the day of atonement.21:38 - Leviticus 16.6-10 “Scapegoat.” What is the Scapegoat? Who is Azazel? Is Azazel a demon? Why is there a discrepancy between translations of the Bible? The Hebrew word: עֲזָאזֵל ʿăzā'zēl (Azazel), the Greek translation (from the Septuagint) is ἀποπομπαῖος (apopompaios), meaning "the one sent away" or "scapegoat.”32:07 - Jesus is our scapegoat! See verses Isa 53.5-6 and Heb 10.10.34:13 - Yom Kippur (יום כיפור). A look at the most holy day for Israel, during Moses' day, during the first and second temple period as well as today (under the rabbinic law). Yom Kippur is still celebrated today; in 2025, it is on October 1 sundown - after nightfall on October 2. For full details of Yom Kippur traditions practiced by Jews today, visit:https://www.chabad.org/library/article_cdo/aid/177886/jewish/What-Is-Yom-Kippur.htm38:46 - Conclusions; a reading of Hebrews 10.1-25. Jesus is the culmination and fulfillment of the Levitical law.Support Iron Sheep Ministries: https://Ironsheep.org/donateListen to the podcast: https://anchor.fm/ironsheepContact Dave & the ISM team: info@ironsheep.orgJoin the email list: http://eepurl.com/g-2zAD

Chul/Sharon - Daily DT Sharing
ISM Podcast #25 - Follow-up Conversation on USC 4C's first pipeline - The Community Group

Chul/Sharon - Daily DT Sharing

Play Episode Listen Later Sep 9, 2025 28:04


As a follow-up to the insightful presentation on the community group approach by USC 4C at the ISM domain training time last Sat. (9/6), in this episode, we have interviewed Andrew Chen and Isaac Texeira to discuss further questions regarding what they have been doing to establish their first pipeline - the community group.

The Investing Podcast
Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Sep 5, 2025 22:01


Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Novus Capital
NovusCast - 05 de Setembro 2025

Novus Capital

Play Episode Listen Later Sep 5, 2025 15:38


Nossos sócios Gabriel Abelheira, Sarah Campos e Yara Cordeiro debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, o destaque foram os dados de mercado de trabalho nos EUA: a criação líquida de vagas em agosto veio abaixo do esperado, com revisões baixistas nos meses anteriores, e o desemprego subiu para 4,32%. Também foram divulgados dados de atividade: o ISM de manufaturas seguiu em patamar contracionista, enquanto serviços até melhorou, mas segue abaixo da média de 12 meses. O tom das empresas é de cautela em meio à incerteza elevada. No Brasil, o PIB do 2º trimestre veio um pouco acima do esperado, mas com composição indicando que a desaceleração da atividade segue em curso. A produção industrial de julho recuou 0,2%, próximo ao esperado. O cenário político da semana foi intenso: foi iniciado o julgamento do ex-presidente Jair Bolsonaro, e ganhou força a articulação por sua anistia, liderada por Tarcísio de Freitas e com apoio de partidos de centro. O presidente da Câmara dos Deputados, Hugo Motta, se mostrou disposto a pautar o tema, apesar da indefinição sobre sua abrangência. Também foi apresentado o Orçamento de 2026: apesar de alinhado com o esperado, ainda parece difícil de ser cumprido, com premissas fiscais frágeis e pouco espaço para novas despesas. Nos EUA, os juros fecharam ao longo da curva toda (vértice de 1 ano -18 bps, vértice de 30 anos -16 bps), e as bolsas tiveram desempenho positivo – S&P 500 +0,33%, Nasdaq +1,01% e Russell 2000 +1,04%. No Brasil, os juros fecharam a semana praticamente estáveis, o Ibovespa subiu 0,86% e, o real, 0,31%. O petróleo caiu 3,12%. Na próxima semana, destaque para a reunião da OPEP, dados de inflação dos EUA e decisão do ECB. No Brasil, destaque para o IPCA de agosto, PMS e PMC de julho, além das manifestações do 7 de setembro Não deixe de conferir!

Economy Watch
Markets gird for weakish US labour market report

Economy Watch

Play Episode Listen Later Sep 4, 2025 6:04


Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news financial markets can now taste a US Fed rate cut.Today, all eye are on tomorrow's August non-farm payrolls report for the US. Analysts expect them to rise a minor +75,000 but overnight labour market data suggests that may be optimistic.First, US initial jobless claims rose last week to 197,000 when seasonal factors suggested it should have fallen. There are now more than 1.89 mln people on these benefits, +90,000 more than at the same time last year.Announced August job cuts came in at 86,000 in August, +40% more than in July. So far this year, companies have announced 892,000 job cuts, the highest year-to-date level since 2020 when 1,963,500 were announced. It is up +66% from the same period last year and is now +17% higher in 2025's eight months than all of the 2024 full calendar year total (of 761,500).Maintaining the weakening theme, the ADP Employment Report only reported a jobs gain of +54,000 in August, below the expected low +65,000 and well below July's +106,000. In August 2024 this data showed a +180,000 rise.US labour productivity is improving however, with faster rises in output while labour hours only show a modest increase. Year on year this productivity measure is up +1.1%.And there was better PMI data out for the US services sector with the widely-watched ISM version expanding slightly more than expected, while the S&P Global/Markit version expanded better even if it was adjusted lower than its earlier 'flash' version. Encouragingly, in both versions new order flows kept these metrics positive and they are at similar levels as a year ago.US exports were little-changed in July from a year ago, as were the level of imports. That resulted in a goods & services trade deficit almost identical to a year ago. Still, it is now at a four month high. Tariffs have yet to move the trade needle either way (other than collect much more tax from importers).Financial market reactions to this generally downbeat economic news - was upbeat, on the basis that it makes a Fed rate cut on September 18 (our time) more likely. Equities rose modestly, but bond yields fell quite hard.Meanwhile Canada also said its exports, imports and trade balance was little-different in July from June, although quite a bit worse than year-ago levels. But the deficit is still quite small (-C$4.9 bln) in relation to the Canadian economy, and their smallest deficit in four months.In China, they are rolling out a new policy to try and juice up consumption - State-subsidised personal loans. Like the rest of the world, but more so in China, "moire debt" is the answer to all economic problems.With headline inflation at just 1.4%, the Malaysian central bank kept its policy rate unchanged overnight at 2.75%.EU retail sales slipped in July from June, but remain +2.2% higher than year-ago levels. They report on a volume basis, so these gains are 'real'.In Australia, household spending is strong and rising. It was up +5.1% in July from the same month a year ago, up +0.5% in July from June which is an even faster rate. That's the third month in a row it has risen and it has risen in nine of the past ten months. In July, this spending was concentrated on services, especially health services, hotel accommodation, air travel, and dining out. But they actually cut back on spending on goods.Meanwhile, the Australian trade balance turned up after a series of declines. Markets expected a +AU$5 bln surplus in July after a +AU$5.4 bln surplus they got in June. But in fact the surplus came in as +AU$7.4 bln in July, helped by a +3.3% monthly rise in exports and a -1.3% monthly fall in imports. That means the surplus hit a 21 month high.Global container freight rates were virtually unchanged last week from the prior week, although still down massively from the Red Sea crisi affected year ago levels. Interestingly, outbound rates from China to the US rose a sharpish +8% or more last week, but that was balanced by large falls in the China-to-Europe trade. Bulk cargo rates are still in a narrow band, little-changed from last week.The UST 10yr yield is now at 4.17%, down another -5 bps from yesterday at this time.The price of gold will start today at US$3,543/oz, down -US$30 from yesterday.American oil prices are little-changed at just over US$63.50/bbl with the international Brent price -50 USc softer just on US$67/bbl.The Kiwi dollar is at just under 58.4 USc and down -40 bps from yesterday. Against the Aussie we are down -20 bps 89.6 AUc. Against the euro we are also down -20 bps at 50.2 euro cents. That all means our TWI-5 starts today at just over 66.1, down -20 bps from yesterday.The bitcoin price starts today at US$109,830 and down -2.3% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.4%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

The Investing Podcast
Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Sep 3, 2025 23:54


Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing.  Song: (Just Like) Starting Over - John Lennon For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Global Market Insights - Forex, Futures, Stocks
Gold touches new record, dollar holds firm, pound's losses deepen

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Sep 3, 2025 4:51


Send us a textGold and US dollar remain in demand amid bond market selloff. Pound slips again as UK yields continue to surge. But Wall Street given a lifeline following Google's legal win. ISM manufacturing PMI spurs yo-yo price action, JOLTS awaited next.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Hírstart Robot Podcast - Film-zene-szórakozás
Jude Law nem félt attól, hogy Vlagyimir Putyint kellett eljátszania

Hírstart Robot Podcast - Film-zene-szórakozás

Play Episode Listen Later Sep 3, 2025 4:30


Jude Law nem félt attól, hogy Vlagyimir Putyint kellett eljátszania Piedone – A Cop in Naples: Piedone öröksége új köntösben Transzellenes posztok miatt tartóztattak le Londonban egy forgatókönyvírót Ismét érkezik a Miller Mix kampány a Beatport Grouppal együttműködésben Film készül minden idők egyik legsikeresebb videójáték-sorozatából, a Call of Dutyból Vágy és zene testközelben Közülük kerülhet ki a következő James Bond: két nagyágyú vezeti a toplistát Marsi Anikó lefagyott, azonnal rendőrt kellett hívnia lakásához Mutatjuk Gáspár Laci és Valkusz Milán első közös színpadi fellépését! Tévénézettség: a TV2 az Ázsia Expressz-szel alaposan feladta a leckét az RTL-nek Egy edző, aki más, mint a többi – monográfia készült Mezey Györgyről A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

Hírstart Robot Podcast
Jude Law nem félt attól, hogy Vlagyimir Putyint kellett eljátszania

Hírstart Robot Podcast

Play Episode Listen Later Sep 3, 2025 4:30


Jude Law nem félt attól, hogy Vlagyimir Putyint kellett eljátszania Piedone – A Cop in Naples: Piedone öröksége új köntösben Transzellenes posztok miatt tartóztattak le Londonban egy forgatókönyvírót Ismét érkezik a Miller Mix kampány a Beatport Grouppal együttműködésben Film készül minden idők egyik legsikeresebb videójáték-sorozatából, a Call of Dutyból Vágy és zene testközelben Közülük kerülhet ki a következő James Bond: két nagyágyú vezeti a toplistát Marsi Anikó lefagyott, azonnal rendőrt kellett hívnia lakásához Mutatjuk Gáspár Laci és Valkusz Milán első közös színpadi fellépését! Tévénézettség: a TV2 az Ázsia Expressz-szel alaposan feladta a leckét az RTL-nek Egy edző, aki más, mint a többi – monográfia készült Mezey Györgyről A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

The Dividend Cafe
Tuesday - September 2, 2025

The Dividend Cafe

Play Episode Listen Later Sep 2, 2025 8:19


Market Performance, Tariffs, and Economic Indicators: A Post-Labor Day Analysis In this episode of Dividend Cafe, recorded on Tuesday, September 2nd, Brian Szytel reviews the market performance following Labor Day weekend. The DOW closed down 249 points, the S&P dropped by 0.7%, and the Nasdaq fell by 0.8%, with notable rotation from growth to value stocks. The episode discusses the current and future status of tariffs under the IEEPA and Section 301, as well as recent economic indicators such as ISM and PMI manufacturing numbers and construction spending data. Furthermore, Brian addresses the implications of the CHIPS Act and government stakes in private companies, highlighting concerns over government intervention in private enterprise. The episode concludes with observations on volatility and the performance of dollar-sensitive securities. 00:00 Welcome and Market Recap 01:02 Tariffs and Legal Battles 02:13 Economic Indicators and Manufacturing Data 03:25 Government Stake in Intel and CHIPS Act 05:47 Market Volatility and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

FactSet U.S. Daily Market Preview
Financial Market Preview - Tuesday 2-Sep

FactSet U.S. Daily Market Preview

Play Episode Listen Later Sep 2, 2025 3:51


US equity futures are slightly weaker. Asia ended mixed, and European markets are softer. Focus is on upcoming US data with ISM, JOLTS, ADP, and nonfarm payrolls due this week following July PCE inflation in line with expectations; Fed Governor Waller reiterated support for a September 25 bp cut and signaled more easing over the next three to six months; Trump repeated claims India offered to cut tariffs to “nothing,” though no details of resumed talks; SCO summit in China reinforced anti-US optics with Modi appearing alongside Xi and Putin; In Europe, political risks rose as French PM Bayrou faced pressure and far-right National Rally positioned for new elections.Companies mentioned: Alibaba Group, Chevron

Ransquawk Rundown, Daily Podcast
US Market Open: DXY soars as GBP & JPY sinks, US equity futures also lower into ISM Manufacturing PMI

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 2, 2025 8:11


US Treasury Secretary Bessent said he plans to write a brief for the US Solicitor General to file that defends US President Trump's tariffs.European bourses opened mixed but are now mostly lower; US futures also slip, with underperformance in the RTY.GBP and JPY selling helps support DXY into key US data.Political and fiscal turmoil drives yields higher, no move to EZ HICP, USTs await ISM.Crude edges higher despite risk aversion and a firmer dollar, with geopolitics in focus."The Israeli prime minister is holding a meeting to discuss the possibility of full control of the West Bank and measures against the Palestinian Authority", according to Iran International citing i24Looking ahead, US ISM Manufacturing PMI (Aug), Atlanta Fed GDP, Speakers including ECB's Elderson, Muller & Nagel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Economy Watch
US returns from holidays in a grumpy mood

Economy Watch

Play Episode Listen Later Sep 2, 2025 5:15


Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news that US financial markets are back from holiday and concluding that the tech sector is over-valued and that US public policy is heading into a blind alley. The bond market sentiment we noted in the past month has now spread into the equity markets.And you can see the rising risk aversion in the gold price, driving it sharply higher today into new territory.At the overnight dairy auction, prices slumped more than -4.3% in US dollar terms. The situation was 'saved' somewhat by the sharpish recent fall in the NZD, so in local currency terms it was 'only' down -3.5%. Both the milk powders retreated sharply, with SMP down -5.8% and WMP down -5.3%. Most other milk fat commodities fell too with the notable exception of cheddar cheese which was up +3.6%.Although its only one event, the dominant WMP price is now back to early 2025 levels, and with a bit of a thud. Analysts will be keeping an eye on this, unlikely to shift their farmgate price forecasts but wouldn't want these lower levels to repeat. But good global supply levels won't help future prices especially if demand turns soft and it seems to be doing in some key markets.In the US, the widely-watched ISM factory PMI was still contracting at a concerning rate in August. And that was despite a small rise in new orders. Both measures were lower than expected. The alternate S&P Global/Markit PMI told a different story however, rising on more production and inventory building. But it was the ISM one that markets took more notice of.US logistics LMI was little-changed. But the elements like inventory levels and inventory costs are rising at an increasing rate, and these are not good portends.And the RCM/TIPP consumer sentiment index was quite downbeat as well. In fact it fell when a rise was anticipated.In Canada, their factory PMI rose from the deepish contraction it has been in for most of 2025, but it is still not expanding. It too was based on rising production, but no rise in new orders.In Europe, they said their August inflation was running at 2.1%, up marginally from +2.0% in July. Interestingly, energy costs are still retreating but the impact on the overall price level is now much less with food and services prices rising at a much lesser rate now.A new global report is highlighting that electricity demand is on course to rise by +3.3% in 2025 and +3.7% in 2026, more than twice as fast as total energy demand growth over the same period. According to the report, renewables are expected to overtake coal as the world's largest source of electricity generation as early as 2025 or by 2026 at the latest, depending on weather and fuel price trends. At the same time, nuclear power output is expected to reach record highs. The steady increase in natural gas-fired power generation is set to continue displacing coal and oil in the power sector in many regions.The UST 10yr yield is now at 4.28%, up +3 bps from yesterday at this time. The key 2-10 yield curve is up at +63 bps. The last time it was this steep was in February 2022. Long dated yields are on the move higher. The UST 30 year yield is actually closing in on 2007 levels and almost at 5%.The price of gold will start today at US$3,526/oz, up +US$50 from yesterday and surging to a new record high. Silver has moved higher too but not as aggressively.American oil prices are +US$1 firmer at just over US$65.50/bbl with the international Brent price holding just over US$69/bbl.The Kiwi dollar is at just under 58.7 USc and down -30 bps from yesterday and its lowest level since mid-April. Against the Aussie we are down -10 bps 89.9 AUc. Against the euro we are unchanged at 50.4 euro cents. That all means our TWI-5 starts today at just over 66.3, down -10 bps from yesterday.The bitcoin price starts today at US$110,892 and up +1.8% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.8%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Hírstart Robot Podcast - Friss hírek
Takács Péter, aki Menczer Tamásabb lett Menczer Tamásnál

Hírstart Robot Podcast - Friss hírek

Play Episode Listen Later Sep 1, 2025 4:59


Takács Péter, aki Menczer Tamásabb lett Menczer Tamásnál Befogadták az első Otthon Start hiteligénylést Trump újra darázsfészekbe nyúlt – rendesen berágtak a kínaiak Peking nem kertel, Hszi milliárdokat ígért a csúcson, amilyenről a Nyugat csak álmodik Putyin: addig nem lesz béke, amíg nem rendezik a NATO keleti bővítését Az orosz vezérkari főnök bejelentette, hogy folytatják a háborút Ukrajna ellen Magyarország mellett Franciaország sem támogatja az amerikai fegyverek vásárlását az Európai Békekeretből Olajforradalmat élt át Európa. Kitalálod, ki lett az új főszereplő? 80 milliárd forint és Matolcsy Ádám: új dokumentumok világítanak rá a magántőkealapok titkaira Ismét drágul az egyik üzemanyag! Mutatjuk, pontosan mennyivel! A magyar Grand Canyon: alig kell utaznod, hogy megpillantsd a csodát Steven Gerrard lehidalt Szoboszlai gólja miatt, nem akármit írt róla Kapott gól nélkül, győztes meccsen debütált a magyar kapus Spanyolországban Kedd délutántól viharosra fordul az idő, több vármegyében figyelmeztetés érvényes A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

Hírstart Robot Podcast
Takács Péter, aki Menczer Tamásabb lett Menczer Tamásnál

Hírstart Robot Podcast

Play Episode Listen Later Sep 1, 2025 4:59


Takács Péter, aki Menczer Tamásabb lett Menczer Tamásnál Befogadták az első Otthon Start hiteligénylést Trump újra darázsfészekbe nyúlt – rendesen berágtak a kínaiak Peking nem kertel, Hszi milliárdokat ígért a csúcson, amilyenről a Nyugat csak álmodik Putyin: addig nem lesz béke, amíg nem rendezik a NATO keleti bővítését Az orosz vezérkari főnök bejelentette, hogy folytatják a háborút Ukrajna ellen Magyarország mellett Franciaország sem támogatja az amerikai fegyverek vásárlását az Európai Békekeretből Olajforradalmat élt át Európa. Kitalálod, ki lett az új főszereplő? 80 milliárd forint és Matolcsy Ádám: új dokumentumok világítanak rá a magántőkealapok titkaira Ismét drágul az egyik üzemanyag! Mutatjuk, pontosan mennyivel! A magyar Grand Canyon: alig kell utaznod, hogy megpillantsd a csodát Steven Gerrard lehidalt Szoboszlai gólja miatt, nem akármit írt róla Kapott gól nélkül, győztes meccsen debütált a magyar kapus Spanyolországban Kedd délutántól viharosra fordul az idő, több vármegyében figyelmeztetés érvényes A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

Finans
Finans Brief: Afventende optakt til spændende uge

Finans

Play Episode Listen Later Sep 1, 2025 6:26


Aktierne sluttede sidste uge med moderate kursfald, og børserne i Asien handler også med en let negativ undertone her til morgen. Markederne i USA er lukket i dag, og stemningen vil formentlig være afventende op til vigtige begivenheder senere på ugen. Højdepunktet er fredagens jobrapport, der jo chokerede investorerne med udtalt svaghed i sidste måned. ISM'erne (tirsdag og torsdag) medvirker også til at give et sundhedstjek af amerikansk økonomi forud for Fed-mødet om to uger, hvor vi venter, at rentenedsættelserne bliver genoptaget.Markedsfokus• Aktierne tabte pusten i sidste uge• Stor uge med jobrapport, Fed- og toldnyt samt inflation og fransk politik• Vigtig temperaturmåling på amerikansk vækst med jobrapport og ISM'er• Inflationen vil fortsætte med at stabilisere sig omkring ECB's målsætning

Chul/Sharon - Daily DT Sharing
ISM Podcast Episode #24 - more thoughts on the first pipelines

Chul/Sharon - Daily DT Sharing

Play Episode Listen Later Aug 31, 2025 21:49


After a 14-month hiatus, Chul/Sharon now resume their podcast on International Student Ministry. In this episode, they share their learnings and insights on first pipelines, based on their recent consultations with many ISM groups across the Acts2 network.

On Point
ep 297 | The week ahead - Are Trump's tariffs illegal?

On Point

Play Episode Listen Later Aug 30, 2025 10:46


It's a holiday-shortened week in the US with markets closed for Labor Day on Monday, although the economy will be in focus this week with the August jobs report, ISM indices and the Fed's Beige Book all due for release. We'll also be watching for any political fallout after President Trump's tariffs were ruled illegal by a federal appeals court last week!

TD Ameritrade Network
NVDA Fade After Earnings, Market Eyes Possible AI Rotation

TD Ameritrade Network

Play Episode Listen Later Aug 29, 2025 8:30


Alex Coffey, Kevin Green, and Marley Kayden break down the market's response to Nvidia's (NVDA) earnings, which saw the AI chipmaker's share price fall despite a strong AI demand backdrop. They discuss the potential for a rotation out of AI stocks, such as Nvidia, and into other areas of the market, and examine the economic data calendar for the week ahead, including ISM manufacturing and non-farm payrolls.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Everything Happens For A Reason
[Rediff] • interview • La prise de décision au service de la liberté créative, avec Malika Favre

Everything Happens For A Reason

Play Episode Listen Later Aug 27, 2025 95:37


C'est le dernier mercredi de l'été ! Après India Mahdavi, Ismérie et Adrien Gloaguen, on clôture ces rediffusions estivales avec Malika Favre, artiste & illustratrice. J'ai choisi cet épisode phare, l'un des plus écoutés et appréciés, parce que : 

Hírstart Robot Podcast
Már itthon is kapható az ultravékony okosmobil

Hírstart Robot Podcast

Play Episode Listen Later Aug 26, 2025 4:14


Már itthon is kapható az ultravékony okosmobil Ismét meghirdetik a K&H Stem (Science, Technology, Engineering, Mathematics) pályázatot Gyorsabban öregszik az, aki több és hosszabb hőhullámot él át Egy telefontokokat gyártó cég már leleplezhette, milyenek lesznek az új iPhone-ok Musk háborút indított az Apple és az OpenAI ellen Élesedik az EU AI Act – Mire készüljünk fel? Bemutatkozik az új német szupertank Drónokkal takarítják a világ tetejét Nem enged majd ellenőrizetlen app-okat telepíteni az Androidra a Google Letarolja a világot a Xiaomi Új időszámítás kezdődik az asztrofizika nagy megoldatlan rejtélyének kutatásában Foci, bunyó és atlétika is volt az első robot-olimpián A mesterséges intelligencia munkahelyeket teremt és szüntet meg A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

Hírstart Robot Podcast - Tech hírek
Már itthon is kapható az ultravékony okosmobil

Hírstart Robot Podcast - Tech hírek

Play Episode Listen Later Aug 26, 2025 4:14


Már itthon is kapható az ultravékony okosmobil Ismét meghirdetik a K&H Stem (Science, Technology, Engineering, Mathematics) pályázatot Gyorsabban öregszik az, aki több és hosszabb hőhullámot él át Egy telefontokokat gyártó cég már leleplezhette, milyenek lesznek az új iPhone-ok Musk háborút indított az Apple és az OpenAI ellen Élesedik az EU AI Act – Mire készüljünk fel? Bemutatkozik az új német szupertank Drónokkal takarítják a világ tetejét Nem enged majd ellenőrizetlen app-okat telepíteni az Androidra a Google Letarolja a világot a Xiaomi Új időszámítás kezdődik az asztrofizika nagy megoldatlan rejtélyének kutatásában Foci, bunyó és atlétika is volt az első robot-olimpián A mesterséges intelligencia munkahelyeket teremt és szüntet meg A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

1/200 Podcast
1/200 S2E154 - Genocide in the West Bank

1/200 Podcast

Play Episode Listen Later Aug 21, 2025 70:53


We speak with Mardi O'Connor about her time working with ISM as a ‘protective presence' in Masafer Yatta, the West Bank.This episode's co-hostsKyle, MardiTimestamps0:00 Opening 1:01 Background4:19 Protective Presence8:15 Sanctions and Boycotts10:39 Zealotry14:11 Day to Day 21:39 Settler Youth26:05 Giving Cover to Settlers28:32 Media Presence32:06 State Land37:59 Western Coverage44:40 Deported56:29 Australian Union Movement59:36 Cracking Down1:07:11 ClosingsIntro/Outro by The Prophet MotiveSupport us here: https://www.patreon.com/1of200

Iron Sheep Ministries Inc.
Fear the Lord? Why are Christian's called to fear God?

Iron Sheep Ministries Inc.

Play Episode Listen Later Aug 20, 2025 10:07


Why are Christian's called to fear God? In this excerpt, taken from a full Bible study through Genesis 31, Bible Teacher Dave Bigler answers this hard question.Watch the full study: https://youtu.be/FhyzW_b89wYSupport Iron Sheep Ministries: https://Ironsheep.org/donateListen to the podcast: https://anchor.fm/ironsheepContact Dave & the ISM team: info@ironsheep.orgJoin the email list: http://eepurl.com/g-2zAD

Be Quranic
Building a Community Based on Surah al-Hujurat

Be Quranic

Play Episode Listen Later Aug 19, 2025 69:55


Full transcript (AI generated)Alhamdulillah, we praise Allah for allowing us to gather on this beautiful—if a little chilly—morning. Alhamdulillah for this amazing weather.It was lovely to see the president of the Islamic society in red and white today. To our Indonesian brothers and sisters: Selamat Hari Kemerdekaan—Happy Independence Day. Eighty years since independence—may Allah keep your nation in peace and strength.If anyone needs proof that Islam was not spread by the sword, just look at our region. You don't find armies forcing Islam upon the people there. Rather, traders—many from Hadramawt in Yemen—came to the Indonesian archipelago. The Indonesians were impressed by their honesty and akhlaq. The sultans and rulers accepted Islam, and as was common then, when a king accepted a faith, much of his people followed.Some argue, “But what about the Indian subcontinent—Pakistan and India—didn't Islam spread there by northern armies?” Even there, the heart of Islam's spread was da‘wah and reason, not compulsion.Look at Syria and Egypt. Egypt was opened by ‘Amr ibn al-‘Ās in the time of ‘Umar ibn al-Khaṭṭāb. Syria and Damascus were opened by Khālid ibn al-Walīd. Muslims ruled those lands, yet it took 500 years before Syria became majority Muslim, and around 300 years for Egypt. If Islam were spread by force, everyone would have “converted” within decades. History shows otherwise.Consider also the monastery of St Catherine in Sinai. It predates Islam, and they proudly claim to hold a letter from the Prophet ﷺ guaranteeing the safety of Christians in Egypt. Whether or not you accept the document, the point stands: Islam lived alongside other faiths. In greater Bilād al-Shām—what we call the Levant—multiple religions have long flourished.A stable nation is a great blessing from Allah. One of the early scholars said: I make du‘ā' for our rulers, that Allah rectifies their affairs. When asked, “Why not just make du‘ā' for yourself?” he replied, “If I pray for myself, only I benefit. If I pray for the ruler, everyone benefits.” Even if a ruler is flawed, there is no harm in asking Allah to guide them and make them just—because a just leader benefits all.When we talk about nation-states, let's be honest: many borders are colonial lines. What separates Malaysia and Indonesia? We are one people in so many ways. We speak closely related languages. Historically, the region has been called by many names: the Malay world, the archipelago, even Jāwī—so scholars from our lands were known in the Arab world as “al-Jāwī,” whether they were Javanese, Malay, Bugis, Makassarese, or others. The difference between Malaysia and Indonesia today largely traces to the Dutch and the British.So how do we relate to nation-states? Two extremes exist. One says, “There is no nation—only the Ummah—restore the Khilāfah now.” The other says, “I will die for this colonial line.” The truth, as our scholars remind us, is the balanced middle path. We are one Ummah of Muhammad ﷺ, and we also live in nation-states. Attempts to tear down states overnight have, in recent history, brought much harm. We live within reality while never forgetting the greater reality: every Muslim we meet is our brother or sister in faith, and that bond is sacred.The Prophet ﷺ himself showed us how to balance love of homeland. He loved Makkah—his birthplace, the land of his ancestors, home of the Ka‘bah built by Ibrāhīm and Ismā‘īl. He left only because it became unsafe—he was forced out. On his way out he turned back and said, “O Makkah, had my people not expelled me, I would never have left you.” But when he migrated to Madīnah, he loved it too, and made du‘ā': “O Allah, make us love Madīnah as we love Makkah, or even more,” and, “O Allah, bless Madīnah twice what You blessed Makkah.”He became part of Madīnah's community—integrating Muhājirīn and Anṣār, building a strong society—while his heart still loved Makkah. That's balance.Many of us here were born elsewhere—Malaysia, Indonesia, Lebanon, and beyond—and migrated to Australia. Love your country of origin; that's natural and from the sunnah of fitrah. But also accept the reality: we live here now by choice. So contribute here. Build here. Strengthen community here. Loving Australia doesn't mean hating your country of origin, and loving your homeland doesn't mean ignoring the reality and responsibilities of this country that has given us so much. Ask: How can I make this country, this society, this community better?I often say: loving the country you live in—serving it—is following the sunnah, because that's what the Prophet ﷺ did in Madīnah. Wherever a Muslim goes, they make the place better. In Malay we say: a good seed grows wherever it lands—even on a mountain. That's the believer: wherever we go, we leave goodness.Today I want to focus on Sūrat al-Ḥujurāt—a chapter I call the community's Standard Operating Procedure. It was revealed in late Madīnan years—around year 9 AH—barely over a year before the Prophet's passing. Year 9 is known as ‘Ām al-Wufūd—the Year of Delegations—with tribes pouring into Madīnah to pledge allegiance: sometimes politically, sometimes religiously.Look at the numbers to feel the context. In Makkah, after 13 years of da‘wah, roughly 80-plus men migrated with the Prophet ﷺ. Within two years in Madīnah, that number grew to around 300. At Uḥud, around 700 fought; by al-Khandaq, 3,000. At the Fath (Conquest) of Makkah in year 8, 10,000. By the Prophet's Ḥajj in year 10, more than 120,000. Exponential growth. What fueled it? One key event was the Treaty of al-Ḥudaybiyyah in year 6: a period of peace. In times of war, growth was modest; in times of peace, da‘wah flourished. Islam spreads best with safety, honesty, and service—not with the sword.Now to al-Ḥujurāt itself—“the Chambers”—named after the simple living quarters of the Prophet ﷺ. Despite becoming the most influential man in Arabia, his home was about 5m x 5m. Think of an IKEA showcase room—that's roughly the size. Before Khaybar, the Sahābah often tied stones to their stomachs from hunger. After Khaybar, prosperity came to the community, but the Prophet's personal lifestyle didn't change. When his household's income increased, he didn't buy a bigger house or a fancier camel. He increased in infaq—in giving. Some of his wives understandably asked for more comfort. Allah revealed that the Prophet's family are held to a higher standard, choosing Allah and the Ākhirah over worldly luxury. (Brothers, don't take this as ammunition against your wives—we are not prophets, and our families are not the Mothers of the Believers. Balance is key. The Prophet also taught that the best charity is what you spend on your family.)The sūrah begins: “O you who believe, do not put yourselves before Allah and His Messenger.” Our feelings and preferences take a back seat when the command of Allah and His Messenger is clear. But clarity matters—this is why the Ummah has tafāsīr and scholarship. In the time of ‘Alī and Mu‘āwiyah, the Khawārij claimed, “Back to Qur'ān and Sunnah!” ‘Alī brought the muṣḥaf and said, “Let the Qur'ān speak.” They said, “It can't.” Exactly—we need scholars; the Qur'ān is interpreted and applied through qualified understanding.Next, adab with the Prophet ﷺ: “Do not raise your voices above the voice of the Prophet…” The context: in the Year of Delegations, Abū Bakr and ‘Umar were assigning officials to receive tribes. Their discussion became loud—near the Prophet ﷺ. Allah revealed the warning that raising voices in his presence could nullify deeds. From then, they barely spoke above a whisper before him. One Companion with a naturally loud voice stopped attending the masjid out of fear. The Prophet ﷺ noticed his absence (as was his habit after ṣalāh) and reassured him.How is this relevant now? When you visit al-Rawḍah in Madīnah, remember your adab—don't push, don't argue. And more broadly: respect the Sunnah and ḥadīth. Don't weaponise ḥadīth to defeat one another. Imām Mālik would bathe, dress well, and apply perfume before narrating ḥadīth—because these are the words of the Prophet ﷺ. His mother told him when he was a child: “Learn your teacher's manners before his knowledge.” Many giants of our tradition were raised by remarkable mothers—may Allah increase the piety of our families.Now, the central ayah for our time—49:6:If a fāsiq brings you news, verify (fatabayyanū), lest you harm people out of ignorance and become regretful.Another qirā'ah reads fatathabbātū—establish the truth carefully. Both meanings are needed: verify the facts(tathabbūt) and clarify the context (tabayyun). Something can be factually true but contextually misunderstood. This ayah was revealed when a zakat-collector panicked at the stern-looking welcome of a Bedouin tribe, returned to Madīnah, and reported refusal to pay. War was nearly launched—until the matter was checked and clarified. It was simply a misreading of their manner.Brothers and sisters, we live in an age of instant forwarding. “Shared as received” does not absolve us. Better not to share than to spread harm. The Prophet ﷺ said it's enough falsehood for a person to relay everything they hear. We will be accountable for what we circulate.Next, Allah addresses conflict: “If two groups of believers fight, make peace between them.” Note: believers—disagreement and even fights can sadly occur in this world. Our job is to be peacemakers—afshū al-salām—not arsonists who inflame tensions.Then Allah forbids mockery, belittling nicknames, and demeaning jokes. A one-off joke may pass; repeated “teasing” cuts the heart. Joke with people, not at them. Give good nicknames—like the Prophet ﷺ did with Abū Hurayrah, “father of kittens,” because he loved cats.Finally, the universal ayah—49:13:“O mankind, We created you from male and female, and made you into peoples and tribes so that you may know one another…”Islam doesn't merely tolerate difference—it celebrates it. Li-ta‘ārafū—so you can truly know one another. Our diversity is a strength, not a weakness.A small story from campus days: we used to hold ifṭār at the Hacker Café. When policy changes demanded payment for bookings, the Malays among us—known for adab and non-confrontation—were ready to accept and move on. Our Arab brothers said, “No, this is our right; let's advocate.” Alhamdulillah, by different strengths working together, we kept the space. Sometimes a firm voice is needed; sometimes a calming voice. We need each other.Even our food is multicultural. Malaysians and Indonesians love sambal, but chilli isn't native to us—it came via Iberian traders after their colonisation of the Americas. They found it too spicy and passed it along; we said, “Bismillah—this is amazing!” Now, a meal without sambal hardly feels complete. That's multiculturalism on a plate.The Anṣār and Muhājirīn had different temperaments. The Prophet ﷺ praised the Anṣārī women for their confidence in asking questions—something Makkan women initially found difficult. Different strengths, one Ummah. Be like the beethat seeks flowers, not the fly that looks for wounds.Even our differences in madhāhib and approaches are strengths. Teaching ‘aqīdah to children benefits from the clarity and simplicity associated with “Salafī” pedagogy; engaging philosophers and other faiths may require the tools preserved in Ash‘arī and Māturīdī kalām. In fiqh, our differences are a mercy. I came from a Shāfi‘ī background where Jumu‘ah requires forty settled men. Early on here, I looked out and counted twenty-eight—then remembered I hadn't checked visa statuses! Alhamdulillah for Ḥanafī fiqh, where a much smaller number suffices. Our differences, handled with adab, make life easier, not harder. The line is only crossed when difference turns to violence or takfīr over minor issues.Thank you for spending your precious, cold winter morning with me. We ask Allah to accept this from us.We make du‘ā' that Allah blesses Indonesia with peace, prosperity, and barakah for her people; that He blesses the entire Ummah; that He blesses Australia and guides its leaders to make wise decisions for the public good—not just for narrow economic interests of some quarter.We ask Allah to protect our brothers and sisters in Palestine, especially Gaza. O Allah, they are hungry—feed them. They are surrounded from every direction—but all directions belong to You. Protect them. Grant the martyrs the highest Jannah. Reunite parents and children separated by rubble, and reunite us with them in Jannah. Do not let our hearts turn away from them when the world turns its back. Use us as means for their aid and liberation. Guide us, employ us in Your service, and accept from us, O Most Merciful.Āmīn. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bequranic.substack.com/subscribe

ITPM Podcast
ITPM Flash Ep86 A Slippery Slope

ITPM Podcast

Play Episode Listen Later Aug 14, 2025 10:33


ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down a high-conviction short opportunity in the energy space, triggered by a sudden shift in ISM sector data and weakening fundamentals in major oilfield service companies. Focusing on Schlumberger, he outlines a bearish calendar put spread targeting downside into earnings, with a 3:1 reward-to-risk profile. Ben also explores a broader macro angle, noting softening crude oil positioning among large speculators and offering an alternative, simpler XLE put play to capture a September–October market pullback. Both setups aim to combine macro, fundamental, and technical alignment for maximum edge.   ITPM Flash Episode 86 A Slippery Slope with Ben Berggreen || Filmed 11-Aug-2025, Uploaded 14-Aug-2025 ||

Iron Sheep Ministries Inc.
Matthew 8:1-4 Bible Study - We are the Leper (Guest Teaching)

Iron Sheep Ministries Inc.

Play Episode Listen Later Aug 13, 2025 36:47


In Matthew 8:1-4 we see a man who had leprosy approach Jesus and ask to be cleansed. Jesus heals the man and instructs him not only not to tell anyone what he did but also to go to the priests and give the offerings commanded by Moses. In this Bible study we will unpack the context of what this meant for the leper in that day. We will look at Leprosy (Hansen's disease) as it was in the days of Moses, the days of Jesus and for us today. Finally we will look at this passage for modern application for us today, looking at leprosy as a picture of sin, and how we can see our own story today in Jesus healing the leper.This video was filmed at Adirondack Christian Fellowship. For more on ACF visit: https://acfsaratoga.org/Support Iron Sheep Ministries: https://Ironsheep.org/donateListen to the podcast: https://anchor.fm/ironsheepContact Dave & the ISM team: info@ironsheep.orgJoin the email list: http://eepurl.com/g-2zAD

Onyx and the World of Oil Derivatives
Tech Stocks, Weak US Data, Bitcoin Making Highs & Gold Breakout Watch | Macro Mondays

Onyx and the World of Oil Derivatives

Play Episode Listen Later Aug 11, 2025 33:31


This week on Macro Mondays, James Brodie, James Todd & Will Cunliffe breaks down the biggest macro market movers: US economy falters - July jobs report shows just 73k new jobs, the weakest hiring since COVID, plus a massive 259k downward revision. ISM manufacturing and services PMIs point to stagflation risks.Fed rate cut bets surge -  Markets now price -58bp by year-end and -111bp over 12 months; JP Morgan expects three consecutive cuts.Trump escalates tariffs -  New 15%–100% levies on Japan, India, and chip imports, plus Nvidia/AMD paying 15% of China sales to the US government.Global slowdown signals -  Eurozone PMIs sink, German industrial production falls -1.9%, UK manufacturing contracts, and China's PPI deflation deepens.Equity concentration risk -  S&P 500's top 10 stocks now make up 40% of market cap; Nvidia alone is 8% of the index, while breadth weakens.Commodities in focus –- Gold eyes a $3,430 breakout amid Trump's Fed nomination; Bitcoin and Ethereum extend rallies; Brent crude slips on weaker Chinese demand.Stock spotlights - Palantir's sky-high PE (620) sparks bubble talk; Tesla breaks higher on strong technicals. Plus, James, James and Will cover key data ahead: US CPI, OPEC report, UK & German figures, and Chinese retail sales , all with potential to spark volatility in the weeks ahead.

Best Real Estate Investing Advice Ever
JF 3993: Jobs Report Shock, Inflation Outlook, Recession Risk Ahead with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 10, 2025 35:31


On this episode of The Horizon, John discusses the August 1st jobs report, highlighting major downward revisions that reveal a sharp decline in job creation since April. He analyzes related economic indicators like labor force participation, ISM indices, and inflation trends, all pointing to growing recession risks. John also explores the tension the Federal Reserve faces between rising inflation and weakening employment, casting doubt on the likelihood of rate cuts despite market expectations. Wrapping up, he shares how these economic dynamics could affect commercial real estate—especially apartments, retail, and industrial—over the next 12 months and beyond. Learn more about your ad choices. Visit megaphone.fm/adchoices

Novus Capital
NovusCast - 08 de Agosto 2025

Novus Capital

Play Episode Listen Later Aug 8, 2025 13:01


Nossos sócios Luiz Eduardo Portella, Sarah Campos e Tomás Goulart debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, os destaques foram a repercussão do último relatório de emprego dos EUA e possíveis mudanças na composição do Federal Reserve. O presidente Donald Trump indicou, para um mandato temporário no board do Fed, Stephen Miran, atual presidente do Conselho de Assessores Econômicos. A escolha foi interpretada como um movimento para tornar a autoridade monetária mais alinhada ao presidente. Paralelamente, a leitura mais fraca dos dados de emprego levou algumas consultorias globais a colocar no radar a possibilidade de um corte de 50 bps na reunião de setembro. De dado econômico, tivemos o ISM de serviços, que veio pior do que o esperado, com fraqueza em novas ordens e reafirmando um enfraquecimento no mercado de trabalho. Também entrou em vigor o novo pacote de tarifas de importação norte-americanas, reforçando preocupações com o comércio global. No Brasil, a semana começou com a decretação da prisão domiciliar do ex-presidente Jair Bolsonaro por participação nos atos do domingo anterior. O episódio provocou forte reação de deputados bolsonaristas, que chegaram a assumir temporariamente a presidência da Câmara em protesto. Após negociações, foi firmado um acordo para votação de pautas de interesse do grupo, restabelecendo a normalidade na Casa. No campo econômico, a ata do Copom veio levemente mais dovish que o esperado, com o Banco Central mais confiante na desaceleração da atividade, embora mantendo a sinalização de juros elevados por período prolongado. Os dados de mercado de trabalho de junho ficaram ligeiramente abaixo das projeções, mas ainda indicam um mercado aquecido. Nos mercados internacionais, os juros dos Treasuries abriram taxa após forte fechamento na semana anterior (Treasury de 2 anos: +8 bps). As bolsas americanas avançaram — S&P 500 +2,34%, Nasdaq +3,61% e Russell 2000 +2,53% — e o dólar (DXY) recuou 0,89%, refletindo um enfraquecimento global da moeda. No Brasil, a curva de juros fechou (Jan/31: -17 bps), o Ibovespa subiu 2,68% e o real se valorizou 1,90% frente ao dólar. Para a próxima semana, o foco estará no IPCA e nos indicadores de atividade no Brasil, enquanto, nos EUA, a atenção se volta para a divulgação dos números de inflação.

The Investing Podcast
Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Aug 6, 2025 31:47


Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. Song: Drown - Smashing PumpkinsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Ransquawk Rundown, Daily Podcast
Europe Market Open: FX rangebound & stocks firm, Europe focused on heavyweight earnings & Trump at 21:30BST

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 6, 2025 3:27


APAC stocks traded somewhat mixed following the subdued handover from Wall St post-ISM services.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with gains of 0.1%.DXY is flat, EUR/USD remains on a 1.15 handle and capped by its 200DMA, and antipodeans marginally lead.RBI kept the Repurchase Rate unchanged at 5.50%, as expected, and maintained a neutral stance.Looking ahead, highlights include German Industrial Orders (Jun), EZ Construction PMIs (Jul), EZ Retail Sales (Jun), Italian Industrial Output, Fed's Collins, Cook and Daly, Supply from Germany & US.Earnings from Airbnb, Lyft, Uber, Shopify, Walt Disney, McDonald's, Novo Nordisk, Siemens Energy, Commerzbank, Bayer, Fresenius, Beiersdorf, ABN AMRO & Glencore.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Iron Sheep Ministries Inc.
Don't be anxious; submit it to God! - Philippians 4:4-7 Bible Study

Iron Sheep Ministries Inc.

Play Episode Listen Later Aug 6, 2025 32:53


Life can be very stressful; there are many things we face that can cause anxiety.  The Apostle Paul calls us not to be anxious about anything, but rather, to submit it to God and let his peace guard our hearts and our minds.  In this study, we break down Philippians 4.4-7 looking at Paul's words of encouragement in times of trouble.Outline:01:05 - Background on Philippians04:10 - Philippians 4.4.  “Rejoice in the Lord always.  I will say it again: Rejoice!”  Bible verses referenced: Rom 3.10, 23; Isa 64.6; Rom 6.2315:15 - Philippians 4.5.  “Let your gentleness be evident to all. The Lord is near.” Bible verses referenced: Matt 11.29 and 2 Peter 3.9-1018:10 - Philippians 4.6.  “Do not be anxious about anything, but in every situation, by prayer and petition, with thanksgiving, present your requests to God.”Bible verses referenced: Psalm 145.18-20.24:22 - Philippians 4.7. “And the peace of God, which transcends all understanding, will guard Support Iron Sheep Ministries: https://Ironsheep.org/donateListen to the podcast: https://anchor.fm/ironsheepContact Dave & the ISM team: info@ironsheep.orgJoin the email list: http://eepurl.com/g-2zAD

Inversiones y Trading
Cierre del Mercado de hoy 05 de Agosto 2025

Inversiones y Trading

Play Episode Listen Later Aug 5, 2025 25:34


- Índices a la baja: Dow -0,27%, S&P 500 -0,54%, Nasdaq -0,64%- Las ganancias de Caterpillar caen debido a la débil demanda de maquinaria y el impacto de los aranceles- El PMI no manufacturero del ISM de julio bajó a 50,1Articulo: https://inversionesytrading.com/indices-bursatiles/nasdaq/wall-street-67/ Guías de Trading Gratuitas

Novus Capital
NovusCast - 01 de Agosto 2025

Novus Capital

Play Episode Listen Later Aug 1, 2025 20:51


Nossos sócios Luiz Eduardo Portella, Sarah Campos e Yara Cordeiro debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, o destaque foi a decisão do Fed, que manteve os juros inalterados, como esperado. O Powell adotou tom um pouco mais hawk na conferência de imprensa, evitando sinalizar corte em setembro e reforçando a necessidade de observar os próximos dados de inflação e emprego. O payroll decepcionou, principalmente por conta das expressivas revisões baixistas dos dois meses anteriores. O ISM de manufaturas veio fraco, com destaque negativo para o componente de emprego; e o PIB do 2º trimestre trouxe headline forte, apesar da demanda doméstica fraca. A tensão com o Bureau of Labor Statistics (BLS) aumentou após críticas e demissão da líder de estatística por parte de Trump, que também indicará novo nome ao board do Fed após o anúncio de saída da dirigente Adriana Kugler. No Brasil, o Copom manteve a Selic em 15% e reforçou a necessidade de cautela, com possibilidade de retomada do ciclo de alta caso seja necessário. O mercado de trabalho seguiu robusto em junho. Em contrapartida, os indicadores de confiança (julho) e a produção industrial (junho) mostraram sinais de fraqueza, reforçando desaceleração da atividade. No campo comercial, o governo americano excluiu parte dos produtos brasileiros da tarifa adicional de 40%, postergando a vigência da medida para 07/08. O governo brasileiro segue indicando tentativa de negociação, mas já prepara pacote de ajuda aos setores mais afetados. Por fim, foi oficializada a sanção do ministro Alexandre de Moraes sob a Lei Magnitsky. Nos EUA, os juros fecharam (vértice de 1 ano -25 bps), e as bolsas recuaram – S&P 500 -2,36%, Nasdaq -2,19% e Russell 2000 -4,17%. O dólar (DXY) subiu 1,07%. No Brasil, os juros também fecharam (jan/31 -11 bps), o Ibovespa caiu 0,81% e o real subiu 0,40%. Na próxima semana, destaque para ata do Copom, Caged, e manifestações políticas no Brasil e, nos EUA, dados de atividade (ISM de serviços) e eventuais novas indicações de tarifas. Não deixe de conferir!

Iron Sheep Ministries Inc.
Leviticus 15 Bible Study - Clean & Unclean (Part 5 - Bodily Discharges)

Iron Sheep Ministries Inc.

Play Episode Listen Later Jul 30, 2025 44:23


In this Bible Study, we cover Leviticus chapter 15, which talks all about bodily discharges; both regularly occurring discharges as well as irregular ones. We will look at these in the context of being “clean” as it relates to the Israelites' ability to worship in the Tabernacle. We will also look at modern applications as we look at our filthy rags and our need to be cleansed. Outline:01:39 - Introduction02:14 - What does clean and unclean mean in Leviticus?07:04 - How does a “discharge” differ from a “defiling skin disease” of Lev 13-14. Psalm 19.12 - “cleanse me from my hidden faults.”08:05 - Leviticus 15.1-308:42 - What is an unusual bodily discharge? Word study: “Body” bāśār בָּשָׂר. “Discharge” zûḇ זוּב. Ex 3.8.12:57 - Leviticus 15.4-12. Unusual bodily discharges for men and the repercussions of them. What are examples of bodily discharges that Leviticus 15.1-12 is talking about? Diarrhea, Puss, and Gonorrhea?17:18 - Leviticus 15.13-15. Outline of what must be done for a man who has an unusual (not regular) bodily discharge to be cleansed. Included waiting 7 days, cleaning, and then bringing an offering (2 doves or 2 young pigeons); one for a sin offering, the other for a burnt offering.19:09 - Leviticus 15.16-18. Regularly occurring male discharges.21:51 - Leviticus 15.19-24. Regularly occurring female discharges.24:00 - Leviticus 15.25-27. Irregularly occurring female discharges.25:07 - Leviticus 15.28-30. Outline of what a woman must do to be cleansed from irregular discharges (including waiting 7 days, cleaning, and then bringing an offering (2 doves or 2 young pigeons); one for a sin offering, the other for a burnt offering.26:35 - Luke 8.40-48 - The woman who had been bleeding for 12 years who touched Jesus' hem and was healed. Heb 10:10, “we have been made holy through the sacrifice of the body of Jesus Christ once for all.” Rom 5.8, “But God demonstrates his own love for us in this: While we were still sinners, Christ died for us”31:56 - Leviticus 15.31-33. God designed the human body, he designed the reproductive system, both the male system as well as the female system. They are amazing and beautiful and not to be ashamed of. The same is true with sex; it is designed by God and is an awesome gift from the Lord. Gen 1 & 2 we see God create them MALE & FEMALE (just 2), and they are given the charge to “be fruitful and increase in number” (Gen 2.28). Gen 2.24-25, “a man leaves his father and mother and is united to his wife, and they become one flesh. Matt 19.5-6, Jesus restates this and adds in “Therefore what God has joined together, let no one separate.” Heb 13.4 - “Marriage should be honored by all, and the marriage bed kept pure, for God will judge the adulterer and all the sexually immoral.” More on Sexual Immorality read 1 Cor 6.9-20. 1 Cor 7.3-5 - actually instructs married couples to have regular intercourse. Seriously, read it. Sex is an amazing, beautiful thing that is a gift from God for us to experience in marriage.38:50 - Application. Lev 15.31, “You must keep the Israelites separate from things that make them unclean.”We need to avoid things that keep us unclean today as well. A modern application for this today is looking at how sin makes us “unclean” and hinders us. Hebrews 12.1-3. We today can approach the lord in our filthy rags, but we also ought to avoid intentionally messing around with things that will trip us up.Support Iron Sheep Ministries: https://Ironsheep.org/donateListen to the podcast: https://anchor.fm/ironsheepContact Dave & the ISM team: info@ironsheep.orgBe notified of each new teaching, join the email list: http://eepurl.com/g-2zAD

TD Ameritrade Network
Weniger: ‘Looks Like We're Going Higher' From Here

TD Ameritrade Network

Play Episode Listen Later Jul 29, 2025 8:49


Jeff Weniger describes the market's new highs as “gentle” and says most economic indicators he's tracking are looking good. He thinks manufacturing data could start to improve: “we have a fighting chance of getting [the ISM] to 50” in the next few months. “It still looks like we're going higher,” he marvels, “Basically everything is participating.” He looks at valuations today vs the dot-com era.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

RicSCast
A 300. adás, Draveczki-Ury Ádámmal!

RicSCast

Play Episode Listen Later Jul 29, 2025 105:57


Háromszáz, vagyis 300 adás. Sok? Bizonyos szempontból szinte semmi, ugyanakkor meg rengeteg. A statisztikák szerint a podcastok túlnyomó többsége az ötödik epizódját már nem éli meg. Nem mondom, hogy én úgy terveztem, ebből lesz 300, vagy hát jelen esetben már több adás is, aztán most itt tartunk. Ismét hoztunk egy inverz adást ennek apropóján, ahol mentorom és példaképem, a Shockmagazin felelős szerkesztője, Draveczki-Ury Ádám kérdezett.Shockmagazin:https://www.facebook.com/shockmagazinhttps://www.shockmagazin.hu/Ric$ a Facebookon: https://facebook.com/szenegetorichard Ric$ blogja: https://ricsandgreen.hu Ha bármi észrevétel, hozzáfűznivaló, témaötlet van, azt a rics@ricsandgreen.hu címre küldhetitek! Ha szeretnéd, hogy több videó készüljön, akkor támogasd a csatornát a https://patreon.com/ricscast oldalon, használd a "köszönet" gombot, vagy vásárolj pólós csomagot a Facebook oldalamon! Ha szeretnéd hamarabb megnézni a videókat, válaszd a csatornatagságot! Köszönöm! Intro zene: Szehoffner PéterIntro hangok: Papp János színművész, Horváth Martina, Danko Jones, Szehoffner PéterA műsor az NKA támogatásával készült!

ISM Perspectives on...
Perspectives on: Teamwork & Leadership Reinvented

ISM Perspectives on...

Play Episode Listen Later Jul 28, 2025 50:14


In der neuen Folge von "ISM Perspectives on…" diskutieren wir die Frage, wie zukunftsfähige Führung angesichts eines zunehmend komplexer und volatiler werdenden Umfelds aussehen kann. Was bedeutet Führung in einer Welt, in der Teams dezentral arbeiten und klassische Hierarchien bröckeln? Prof. Dr. Brigitte Spieß von der ISM und Transformationsexperte Denis Morgenthaler erörtern vor diesem Hintergrund, wie sich Führung neu denken lässt – und warum eine tragfähige Unternehmenskultur dabei zum entscheidenden Faktor wird. Über Einblicke in das Modell "Dynamic Shared Ownership" (DSO) wird ein Gegenkonzept zu klassischen hierarchischen Führungsstrukturen vorgestellt. Ein Gespräch über Vertrauen, Kulturwandel, neue Schlüsselkompetenzen und die Frage, ob Führung bald überflüssig wird – oder gerade jetzt wichtiger denn je ist.

Onyx and the World of Oil Derivatives
Global Markets Shake: New Trade Deals, Rising Yields & Recession Risks | Macro Mondays

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jul 28, 2025 30:18


In this episode of Macro Mondays, James Todd, Will Cunliffe, and Edward Hayden-Briffett unpack the week that was in global markets. Markets are reacting to sweeping new trade deals - notably a major US-EU agreement involving zero tariffs and massive energy investments - while weak US and Eurozone PMIs, consolidating precious metals, and rising Japanese yields signal caution. Meanwhile, investors are withdrawing from US Treasuries amid political uncertainty, China's economy is under pressure despite upcoming stimulus, and global attention turns to a packed week of critical economic data releases. 

The Itch: Allergies, Asthma & Immunology
#121 - Avapritinib versus Placebo in Indolent Systemic Mastocytosis - PIONEER Trial

The Itch: Allergies, Asthma & Immunology

Play Episode Listen Later Jul 24, 2025 39:01


What happens when you target the root cause of indolent systemic mastocytosis? In this episode of The Itch Review, we unpack key findings from the article “Avapritinib versus Placebo in Indolent Systemic Mastocytosis,” published on May 23, 2023, in NEJM Evidence. Indolent Systemic Mastocytosis (ISM) is a rare chronic disease with life-altering symptoms. Until recently, treatment options were limited. We break down new data from Part 2 of the PIONEER study, which evaluated Avapritinib, a targeted therapy designed to inhibit the KIT D816V mutation that drives ISM. Dr. Gupta and Dr. Blaiss explain how Avapritinib works, how the study was designed, and what outcomes were measured, including the Total Symptom Score (TSS). Most importantly, we explore what this treatment could mean for patients with moderate to severe ISM. INFOGRAPHIC What we cover in our episode about avapritinib versus placebo: Understanding ISM: How the KIT D816V mutation causes overproduction and overactivation of mast cells. Why current treatment falls short: The limitations of best supportive care and why many patients remain symptomatic despite multiple medications. How Avapritinib works: A tyrosine kinase inhibitor that targets the KIT mutation directly, aiming to reduce mast cell activation at its source. Inside the PIONEER trial: Study design, eligibility criteria, and how outcomes like Total Symptom Score (TSS) and serum tryptase were measured. What the data showed: Improvements in symptoms, lab markers, and quality of life and what this could mean for long-term ISM care. The Itch Review, hosted by Dr. Gupta, Kortney, and Dr. Blaiss, explores allergy and immunology studies, breaking down complex research in conversations accessible to clinicians, patients, and caregivers. Each episode provides key insights from journal articles and includes a one-page infographic in the show notes for easy reference.   Made in partnership with The Allergy & Asthma Network. Thanks to Blueprint Medicines for sponsoring today's episode.  This podcast is for informational purposes only and does not substitute professional medical advice. Always consult with your healthcare provider for any medical concerns.

Iron Sheep Ministries Inc.
Leprosy as a picture of sin (based on Leviticus 13&14)

Iron Sheep Ministries Inc.

Play Episode Listen Later Jul 23, 2025 45:59


Leprosy is a picture (a metaphor for sin). We see in Leviticus 13-14 a description of leprosy (defiling skin diseases) that paints a picture of what sin is like and what has been done for us as a result of it.We see in Leviticus 13 that Sin Spreads (Lev 13.5-8), and that Sin Defiles & Isolates us (Lev 13.44-46). Sin desensatises us, it deadens our nerves (just like leprosy does). We see in Leviticus 14 the process that the sick person went through to be cleansed: First, the Priest went to the leper (Lev 14.1-3) - Jesus came to us (Luke 19.10, and Matt 18.12-14). Second, a sacrifice was offered (Lev 14.8-20) - Jesus is our sacrificial lamb (Heb 9.22, 10.1-25; John 1.29; 1 Cor 5.7; 1 John 4.9-10, and John 3.16). Three, the sick person had to do something; they had to act. In Leviticus, they were responsible for cleaning themselves (Lev 14.8-9). Today, we too have to do something, we have to act, and that simple act is accepting the sacrifice that was made in our place (Rom 10.9-10, 13).In looking at Leviticus 13 and 14, we see a picture of what sin does to us, and what God has done to free us from it!Outline:00:45 - Introduction to Leprosy (disease) as a picture of sin.02:23 - Sin is more than skin deep. Lev 13.3-4, 25, 30-32, 34. Jer 17.9 - “The heart is deceitful above all things, and desperately wicked: who can know it?”08:37 - Sin spreads Bible Verses: Lev 13.5-8, 22-23, 27-28, 32, 34-36, 51, 53, 55; 14.39, 44, 48; James 1.14-15; Mat 16.5-12; Gal 5.9, and Rom 1.18-32.15:53 - Sin DefilesBible Verses: Lev 13.44-46; Num 32.23, Isa 6,.5 and 64.6.20:17 - Sin isolatesBible Verse: Lev 13.44-46.22:58 - Sin deadens our nerves - causes us to lose sensitivity to right and wrong. Bible Verse: Eph 4.17-19.25:53 - SALVATION26:58 - The priest went to the leperBible Verses: Lev 14.1-3; Luke 19.10, and Matt 18.12-14. 28:15 - The victim offers a sacrificeBible Verses: Lev 14.8-20; Heb 9.22, 10.1-25; John 1.29; Ex 11-12; 1 Cor 5.7; 1 John 4.9-10, and John 3.16.35:03 - The Sick had to ActBible Verses: Lev 14.8-9; Mark 1.40-44; Rom 12.2; Psa 1; Rev 3.20, and Rom 10.9-10, 13.Support Iron Sheep Ministries: https://Ironsheep.org/donateListen to the podcast: https://anchor.fm/ironsheepContact Dave & the ISM team: info@ironsheep.orgBe notified of each new teaching, join the email list: http://eepurl.com/g-2zAD

Iron Sheep Ministries Inc.
Leviticus 14.3-7 - The cleansing ceremony and it's symbolism pointing to Christ

Iron Sheep Ministries Inc.

Play Episode Listen Later Jul 16, 2025 11:30


There is great symbolism in the Old Testament. In Leviticus 14.3-7 we see a cleansing ceremony to a person healed of leprosy (or a defiling skin disease). In that ceremony, there are two birds, a clay pot with fresh water as well as cedar wood, scarlet yarn and hyssop. One can quickly read over these elements and their potential symbolism, pointing to the gospel narrative. Dave breaks down each of these elements and their potential symbolism.Outline:03:37 - The Sacrificial Bird - symbolizing Jesus crucified04:12 - The Fresh Water - symbolizing living water, fulfilled in Jesus Christ and the Holy Spirit. John 4.1-26, and John 7.37-3906:21 - The Clay Pot - we are earthen vessels. 2 Cor 4.7, Jer 18.1-6, and Isa 64.807:59 - The Cedar Wood - symbolizing the Cross08:05 - The Scarlet Yarn - symbolizing the Gospel narrative woven throughout the entire Bible09:09 - The Hyssop - found also at Passover and Calvary09:42 - The Released Bird - symbolizing Jesus' resurrection and ascensionSupport Iron Sheep Ministries: https://Ironsheep.org/donateListen to the podcast: https://anchor.fm/ironsheepContact Dave & the ISM team: info@ironsheep.orgBe notified of each new teaching, join the email list: http://eepurl.com/g-2zAD

The Dividend Cafe
Tariff Threats (LOL?)

The Dividend Cafe

Play Episode Listen Later Jul 7, 2025 13:32


Today's Post - https://bahnsen.co/45XWcrO Market Reactions and the Impact of New Tax Legislation In this Monday edition of Dividend Cafe, David recaps the past week's market activity, the impact of recent tariff threats, and the passing of the 'One Big Beautiful Bill Act' tax legislation. The DOW, S&P, and Nasdaq experienced volatility, primarily due to trade war-related announcements. Despite recent fluctuations, market internals remain healthy. Discussion includes the contrarian sentiment in investor behavior, and upcoming detailed coverage of the new tax bill. Other topics include economic data such as job numbers and ISM services index, alongside updates on federal student loans and oil exports. 00:00 Introduction and Weekend Recap 00:53 Market Overview and Volatility 03:49 Sentiment and Indicators 05:04 New Tax Bill Insights 07:45 Public Policy and Trade Tariffs 08:47 Economic Data Highlights 11:27 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

WALL STREET COLADA
Wall Street Firme en Máximos, Robinhood Apuesta por Blockchain y Synopsys Vuelve a China.

WALL STREET COLADA

Play Episode Listen Later Jul 3, 2025 4:25


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street se mantiene en máximos con foco en empleo: Futuros casi planos: $SPX +0.1%, $US100 +0.2%, $INDU +0.1%. El S&P 500 cerró en récords gracias a un nuevo acuerdo comercial con Vietnam. Hoy se espera el reporte de empleo de junio (+100K) y tasa de desempleo de 4.3%, además del ISM de servicios (50.8) y solicitudes de subsidio (240K). • Robinhood rompe los $100 con impulso cripto: $HOOD sube +18% en 3 días tras anunciar su plan de tokenización de activos y capa 2 propia en Ethereum. La SEC, bajo Paul Atkins, calificó la iniciativa como “innovadora” y prometió claridad regulatoria. El CEO Vlad Tenev busca escalar de minoristas a institucionales a nivel global. • Synopsys y Cadence reanudan envíos a China: $SNPS y $CDNS retoman la venta de software de diseño de chips tras el levantamiento de restricciones del Departamento de Comercio. El cambio fortalece el reciente pacto comercial EE.UU.–China y apunta a estabilizar la cadena de suministro tecnológica. Una jornada con atención en datos laborales, avances regulatorios en cripto y señales positivas en la relación con China. ¡No te lo pierdas!

The Dividend Cafe
Tuesday - July 1, 2025

The Dividend Cafe

Play Episode Listen Later Jul 1, 2025 7:10


Market Insights During a Choppy Pre-Holiday Week In this episode of Dividend Cafe, Brian Szytel provides an update on the market activities on July 1st, during a shortened week leading up to the 4th of July holiday. The DOW showed significant gains despite a generally choppy market, with some large healthcare stocks contributing to its performance. The S&P and Nasdaq experienced minor declines. Key economic indicators such as the ISM and S&P Manufacturing Index were discussed, along with better-than-expected job opening numbers from the Jolts report. Upcoming economic data releases, including ADP private payroll and non-farm payroll, are also highlighted. The episode concludes with insights into recent legislation developments and the impartiality of Jerome Powell's decisions at the Federal Reserve. Brian encourages listeners to stay tuned for further updates and to reach out with questions. 00:00 Introduction and Market Overview 00:52 Economic Data Highlights 02:20 Upcoming Economic Events 02:54 Legislative Updates 03:41 Federal Reserve and Politics 05:16 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

TD Ameritrade Network
ISM Manufacturing PMI Edges Up as Trade Uncertainty Looms

TD Ameritrade Network

Play Episode Listen Later Jul 1, 2025 8:20


The Institute for Supply Management's (ISM) June Manufacturing PMI report showed a better-than-expected reading of 49.0, but the sector remains in contraction territory for the first time in nearly a decade. ISM's Susan Spence attributes the weakness to ongoing trade policy uncertainty, citing executives expressing concern. Despite a slight uptick in production, she notes that new orders and backlogs continue to contract. Spence emphasizes that companies need clarity around tariffs and trade policy to make informed decisions to invest in their businesses, rather than relying on short-term fixes.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about