Podcasts about ism services

Tom discusses the ISM services report data, ECB rate cuts, and Trump's travel ban. 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

US equity futures slightly weaker. European markets opened flat to slightly higher, while most Asian markets ended in positive territory with Kospi outperforming. Markets focused on trade and central bank updates. The ECB is expected to cut rates by 25 bps today amid cooling inflation. Uncertainty remains over the timing of a potential Trump-Xi call, with reports citing reluctance from China's side. Institutional investors reportedly shifting away from US markets due to debt and trade concerns, with Europe seen as a relative beneficiary. Weaker-than-expected US ADP and ISM Services data added to Fed policy scrutiny ahead of Friday's jobs report. US fiscal concerns also back in focus, with the CBO projecting a $2.42T deficit increase from the reconciliation bill.Companies Mentioned: NVIDIA, Amazon, Citigroup

This week on Inside the Economy, we dive into the current state of wage growth, job prospects, inflation trends, Federal Reserve activity, and emerging trade agreements. Wage growth, which experienced downward pressure following the Fed's interest rate hikes starting in 2022, appears to be stabilizing. Currently, the average monthly wage per U.S. worker is around $7,000. How does this figure compare with wages in the E.U. and other nations? On the inflation front, the cost of borrowing (interest rates) exceeds the rate of inflation (CPI), a potentially positive signal for the economy. Is there mounting pressure on the Federal Reserve to cut rates this summer? Meanwhile, trade negotiations are gaining momentum. How significant is it for the U.S. to secure a balanced trade agreement with China? What elements of the recent E.U. deal stand out as particularly beneficial for the U.S.? And which other countries might be priorities in America's trade strategy? Tune in to learn more! Key Takeaways: • Core PCE Inflation at 2.6% (YOY) • 10-year bond yield at 4.37% • ISM Services at 51.6

This week on Inside the Economy, we dive into the current state of wage growth, job prospects, inflation trends, Federal Reserve activity, and emerging trade agreements. Wage growth, which experienced downward pressure following the Fed's interest rate hikes starting in 2022, appears to be stabilizing. Currently, the average monthly wage per U.S. worker is around $7,000. How does this figure compare with wages in the E.U. and other nations? On the inflation front, the cost of borrowing (interest rates) exceeds the rate of inflation (CPI), a potentially positive signal for the economy. Is there mounting pressure on the Federal Reserve to cut rates this summer? Meanwhile, trade negotiations are gaining momentum. How significant is it for the U.S. to secure a balanced trade agreement with China? What elements of the recent E.U. deal stand out as particularly beneficial for the U.S.? And which other countries might be priorities in America's trade strategy? Tune in to learn more!   Key Takeaways: Core PCE Inflation at 2.6% (YOY) 10-year bond yield at 4.37% ISM Services at 51.6

Andrew, Ben, and Tom discuss the ISM Services PMI, the German chancellor election, and earnings updates.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

APAC stocks were ultimately mixed in holiday-thinned trade with most major markets in the region shut.US President Trump said he is willing to lower tariffs on China at some point. He answered no when asked if he plans to speak with Chinese President Xi this week.US President Trump reiterated that the Fed should lower interest and said he won't remove Fed Chair Powell.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.1% after the cash market closed with gains of 2.4% on Friday.DXY has begun the week on the backfoot, notable strength seen in APAC-currencies (TWD), EUR/USD returned to a 1.13 handle.OPEC+ members agreed to raise oil output by 411k bpd in June, a source report noted the group will likely approve another accelerated hike of 411k bpd for July.Israel is readying a "massive response" to Houthis and Iran after the airport missile attack, according to the Washington Examiner.Looking ahead, highlights include Swiss CPI, EZ Sentix Index, US Employment Trends, ISM Services, Supply from the US. UK markets are closed. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he is willing to lower tariffs on China at some point. He answered no when asked if he plans to speak with Chinese President Xi this week.US President Trump reiterated that the Fed should lower interest rates and said he won't remove Fed Chair Powell.European bourses are mixed but with price action fairly rangebound; FTSE 100 closed, with the UK on holiday; US futures entirely in the green.USD kicks the week off on the backfoot, EUR/USD returns to a 1.13 handle, APAC currencies in focus.USTs rangebound with price action subdued amidst a number of holidays.Crude slips on OPEC+; precious and base metals catch and hold a bid.OPEC+ members agreed to raise oil output by 411k bpd in June, a source report noted the group will likely approve another accelerated hike of 411k bpd for July.Looking ahead, US Employment Trends, ISM Services, Supply from the US, Earnings from Palantir, Him & Hers, Ford, Realty, Tyson Foods.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stocks rallied into yesterday's tariff announcement, and investors are digesting the news and trying to sense how it will affect the economy. Jobless claims and ISM Services data are ahead.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.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 policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.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.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0130-0425)

US President Trump unveiled individual reciprocal tariffs for each country which are essentially half of what countries were charging the US.The US is to apply a 20% tariff on imports from EU, 34% tariff on imports from China, 26% tariff on imports from India and 25% tariff on imports from South Korea.Trump also stated that the baseline tariff is 10% for all nations and announced 25% auto tariffs, while Canada and Mexico were not subject to reciprocal tariffs for now.Indices take a tumble after US tariffs slap sentiment; ES -3.5%DXY briefly dipped below 102.00 whilst EUR/USD sits above 1.10; havens bid.Yields wilt after Trump's Rose Garden speech, desks diverge on Fed implications.Industrial commodities sink amid growth woes and after with focus on a 54% cumulative levy on China.Looking ahead, US Weekly Claims, Challenger Layoffs & ISM Services, ECB Minutes, Speakers including Fed's Cook, Jefferson, US VP Vance, US Commerce Secretary Lutnick, ECB's Schnabel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump unveiled individual reciprocal tariffs for each country which are essentially half of what countries were charging the US.The US is to apply a 20% tariff on imports from EU, 34% tariff on imports from China, 26% tariff on imports from India and 25% tariff on imports from South Korea.Trump also stated that the baseline tariff is 10% for all nations and announced 25% auto tariffs, while Canada and Mexico were not subject to reciprocal tariffs for now.US equity futures slumped in response to the tariff announcement (ES -2.6%, NQ -3.1%, RTY -3.9%). Europe is also marked lower with the Eurostoxx 50 future down 1.7%.USD is showing a mixed performance vs. peers but ultimately net lower (AUD, NZD weaker vs. the USD. JPY, EUR, GBP, CHF stronger).Global bond yields are lower with the inflation implications dwarfed by the mass risk-aversion in the market. Fed pricing looks for 82bps of easing by year-end vs. 76bps yesterday morning.Crude is lower as markets digest the global growth implications, whilst spot gold hit another record high.Looking ahead, highlights include Swiss CPI, EZ Producer Prices, US Weekly Claims, Challenger Layoffs & ISM Services, ECB Minutes & BoE DMP, Speakers including Fed's Cook, Jefferson, US VP Vance, US Commerce Secretary Lutnick, ECB's Schnabel & de Guindos, Supply from Spain, France, UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US equity futures are slightly softer after a strong rally on Wednesday. European markets opened firmer, while Asian equities ended mostly higher, with Hong Kong continuing to outperform while Australia lagged. Markets responded positively to the White House's decision to delay auto tariffs for Canada and Mexico by one month, while officials also suggested potential exemptions for agricultural and other key products under USMCA. Stronger-than-expected ISM Services data showed rising new orders and employment. The ADP private payrolls report missed expectations, while the Beige Book pointed to softer consumer spending and growing business concerns over trade uncertainty. Oil prices remained under pressure despite lingering concerns about inflation.Companies Mentioned: Allegro MicroSystems, Onsemi, Sanken Electric, SGS, Groupe Bruxelles Lambert, Microsoft

Markets are looking to open lower, but there's no, one reason as the cause. We'll retest the 200-DMA again today: Be careful of breaks in support! When these have occurred in the past, they've turned out to be buying opportunities, not selling opportunities. Concerns over negative GDP data should improve as new data is received. This is hinted in improving ISM Services and Manufacturing data, which will feed into the next Atlanta GDP report, and provide positive input. It is also likely that a better-than-expected Employment Report will be seen on Friday. Be careful when everyone is negative: Counter-trend data can reverse that mood. Remember, sellers live higher, buyers live lower. We've got to go back to November 2023 for the last retest of the 200-DMA. Every time markets have been as over sold as this, near-term, bottoms have resulted. So, even though markets could go lower, the trend right now is positive. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=6r57nK-lMtQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Retest200DMA #EmploymentReport #AtlantaGDP #MarketRally #MarketBottom #ReflexiveRally #Tariffs #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #RebalancingRisk #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing

US equities were higher in Wednesday trading as stocks ended a bit off best levels, with the Dow Jones, S&P500, and Nasdaq finishing up 115bps, 101bps, and 146bps respectively. Today's bounce seemed to be a function of tariff relief for Canada and Mexico, better economic data, along with some positive sentiment surrounding developments overseas. ADP private payrolls missed, but ISM Services beat, and durable goods orders revised higher. Fed's Beige Book said economic activity slightly higher since mid-January.

US futures gained after the Wall St. close as Lutnick suggested Trump could potentially reduce tariffs on Canada and Mexico, perhaps as soon as Wednesday.APAC mixed but with strength in China after data and the Official Growth Report which maintained a growth target of around 5% and pledged measures to boost spending.EUR underpinned by German debt brake reform with the DXY under pressure as a result, Cable hit a YTD peak while NZD was unreactive to Orr resigning.Bunds weighed on by CDU's Merz saying the first results on debt brake reform have been reached with the SPD alongside proposing new instruments and defence exemptions.Fed's Williams said he does not see the need to change policy currently, and described it as "still restrictive" and with the right balance; highlighted UoM inflation data as one to watch.Crude subdued, XAU range bound and Copper gained on China's report; Trump said he received a letter from Zelensky who is ready to come back to the table.Looking ahead, highlights include Swiss CPI, US ADP National Employment, US Factory Orders, ISM Services, China NPC, Fed's Beige Book, BoE Treasury Select Hearing, Speakers including BoE's Bailey, Pill, Taylor and Greene, Supply from UK, Earnings from Telecom Italia, Bayer, Adidas, Sandoz, Abercrombie & Fitch, Foot Locker & Marvell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Sentiment lifted after the US Commerce Secretary suggested Trump could potentially reduce tariffs on Canada and Mexico, perhaps as soon as Wednesday.European bourses at session highs; DAX 40 +3% outperforms; US equity futures broadly higher with the RTY +1.2%.EUR surges on German spending plans, DXY around 1.05 after breaking below its 200DMA.Bunds battered by Merz's fiscal reform, USTs await data and tariff updates.Crude subdued continuing recent action & failing to benefit from China's support which has bolstered base metals.Looking ahead, US ADP National Employment, US Factory Orders, ISM Services, Fed's Beige Book, BoE Treasury Select Hearing, Speakers including BoE's Bailey, Pill, Taylor and Greene. Earnings from Abercrombie & Fitch, Foot Locker & Marvell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses mostly lower; NQ underperforms with GOOGL -7% & AMD -8% post-earnings, AAPL -2.5% as China mulls a probe on its App Store.EU prepares to target US big tech if US President Trump pursues tariffs against the EU, according to FT.Dollar dragged lower again, JPY is boosted by wage data, EUR/USD above 1.04.Bonds bid as AAPL reports hit sentiment and into Bessent's first Quarterly Refunding.Gold continues to print record highs on lingering uncertainty; crude on the backfoot despite the firmer Dollar.Looking ahead, US ADP National Employment, ISM Services, International Trade, ECB Wage Tracker, NBP Policy Announcement, Speakers including ECB's Lane, Fed's Barkin, Goolsbee, Jefferson & Bowman, US Treasury Quarterly Refunding Announcement.Earnings from Uber, Disney, Ford, Arm & Qualcomm.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed with the region only partially sustaining the positive momentum from the US, as Chinese markets reopened from the Spring Festival and participants digested disappointing China Caixin Services PMI data.US President Trump said he will speak to Chinese President Xi at the appropriate time and is in no rush, while he responded 'that's fine' when asked about China's retaliatory tariffs.EU prepares to target US big tech if US President Trump pursues tariffs against the EU, according to FT.US equity futures were subdued with sentiment not helped by earnings including from Alphabet which missed on Google Cloud revenue and fell 7.6% after hours.European equity futures indicate a lower cash open with Euro Stoxx 50 futures down 0.4% after the cash market closed with gains of 0.9% on Tuesday.Looking ahead, highlights include Italian Retail Sales, US ADP National Employment, ISM Services, International Trade, ECB Wage Tracker, NBP Policy Announcement, Speakers including ECB's Lane, Fed's Barkin, Goolsbee, Jefferson & Bowman, Supply from UK & US Treasury Quarterly Refunding AnnouncementEarnings from TotalEnergies, Credit Agricole, Novo Nordisk, Equinor, Pandora SSE, GSK, Santander, Uber, Disney, Ford, Arm & Qualcomm.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed following the weak handover from Wall St where tech underperformed as yields climbed after the hot ISM Services and strong JOLTS data.Hang Seng and Shanghai Comp were pressured with market participants underwhelmed by the latest NDRC press briefing in Beijing.AUD/USD choppy following the latest monthly inflation data from Australia in which the Weighted CPI printed firmer than expected but the annual trimmed mean CPI softened from previous.European equity futures indicate a lower cash open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.5% on Tuesday.Looking ahead, highlights include US Jobless Claims, Wholesale Inventory and EIA Nat Gas Change (brought forward on account of the US Day of Mourning), German Retail Sales, EZ Economic Sentiment, US ADP National Employment, Comments from Fed's Waller, FOMC Minutes, Supply from UK, Germany & US, Earnings from Jefferies.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today's Charles Schwab Big Picture panel turns to today's selling action and its impact on the markets. Liz Ann Sonders says JOLTS and ISM Services shifted the tone, especially if volatility ramps up as a new president takes office. Collin Martin notes the possibility of yields moving up to 5% as sticky inflation persists. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

APAC stocks were mostly higher following the tech strength stateside where Nvidia briefly reclaimed the largest market cap title and closed at a fresh record.DXY felt some slight reprieve from the prior day's selling pressure, EUR/USD held on to most of yesterday's gains, USD/JPY briefly breached the 158.00 level to the upside.Canada reportedly considers an early release of retaliatory tariffs against the US, according to The Globe and Mail.European equity futures indicate a negative cash open with Euro Stoxx 50 futures down 0.4% after the cash market closed higher by 2.4% on Monday.Looking ahead, highlights include Swiss CPI, ECB SCE, EZ HICP & Unemployment, US ISM Services PMI, JOLTS Job Openings, International Trade, Canadian Imports/Exports, Comments from Fed's Barkin, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Andrew, Ben, Pedro, and Tom talk about this morning's jobs numbers, ISM Services data, the Longshoremen strike, and Spirit Airlines potentially going bankrupt. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

09th Sep: Blockchain DXB Podcast

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureThe automobile manufactures are now giving up on all EV production, they realize that this will bankrupt them. No demand equals no sales. Unemployment numbers are on the rise, job openings are shrinking, we have been in a recession and it's getting worse. Trump says if [KH] gets elected we will be a depression. Trump is going reverse everything the [CB]/[DS] has done. The [DS] is now shutting down platforms, arresting those who own platforms, going after influencers that are on the platforms they control. Prepare for a communication blackout. The DOJ/FBI is now prepping the election narrative, when we cheat and decide not certify the election those who speak up will be thrown in prison. Trump warns the [DS], they are trying to throw him prison, he says that two can play the game.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy Volvo gives up plan to sell only EVs by 2030  Car company Volvo has abandoned its target to produce only fully electric cars by 2030, saying it now expects to be selling some hybrid vehicles by that date. The carmaker blamed changing market conditions for its decision to give up a target it had announced only three years ago. It comes as the industry faces a slowdown in demand in some major markets for electric vehicles (EVs) and uncertainty due to the imposition of trade tariffs on EVs made in China. Volvo, which has traditionally flaunted its environmental credentials, joins other major carmakers General Motors and Ford in rowing back on EV ambitions. Volvo now expects at least 90% of its output to be made up of both electric cars and plug-in hybrids by 2030. Source: bbc.com ADP Employment Report Weakest Since Jan 2021 Ahead of tomorrow's "most important data point in history" payrolls print, this morning we get the ADP employment report and jobless claims (and ISM Services) as an aperitif to tease the day traders and test the reaction functions of the algos. Against expectations of adding 145k jobs (a slight improvement over July's 122k), ADP's Employment report printed a dismal +99k for August - the weakest print since January 2021 (and July's +122k was revised down to +111k)... Source: Bloomberg That is also the fifth straight monthly decline in the ADP employment report's jobs additions.   Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1831668103018635284 https://twitter.com/WallStreetSilv/status/1831679612599898516   https://twitter.com/KobeissiLetter/status/1831419177317630026   GDI has been a leading indicator of final GDP data revisions and the unemployment rate, primarily near the end of economic cycles. Currently, GDI suggests that the real GDP could be overstated by a whopping ~$600 billion or 3%. However, by the time revisions are made, attention from the current GDP numbers has shifted. Downward data revisions are the new normal https://twitter.com/KobeissiLetter/status/1831395064125210972  has pulled back due to a record high levels of debt and elevated prices. Meanwhile, visits to top Airlines, Cruise Lines, and Accommodation brands' websites is down ~5% YoY. Travel demand is slowing.   Trump Predicts ‘1929-Style Depression' if Kamala Wins  Wednesday, during a town hall event that aired on FNC's “Hannity,” former President Donald Trump, the Republican nominee for president, warned viewers about a repeat of the 1929 Great Depression if Vice President Kamala Harris, his Democrat opponent, wins. Partial transcript as follows:  

APAC stocks eventually traded mixed following the earlier mild regional gains, with the overall market tone tentative ahead of a slew of US data ahead of NFP on Friday.USD/JPY initially fell amid higher-than-expected Labour Cash Earnings; Yuan strengthened on the PBOC fixing; G10s were largely uneventful.10-year UST futures held an upward bias in continuation of Wednesday's Wall Street session, after the bull steepening seen following the dovish July JOLTS data.European equity futures are indicative of a flat/softer open with Euro Stoxx 50 futures -0.1% after cash closed -1.3% on WednesdayLooking ahead, highlights include German Industrial Orders, EZ Construction PMIs, EZ Retail Sales, US Challenger Layoffs, ADP National Employment, IJC, ISM Services, BoE Decision Maker Panel; Fed's Beige Book, supply from Spain, France, UK, US, and EarningsClick here for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European equities are mixed; US futures trade tentatively on either side of the unchanged markDollar is slightly lower, JPY once again on a firmer footing, EUR saw modest strength on strong German Industrial OrdersUSTs are flat ahead of today's US data deluge, Bunds edge lowerCrude is firmer, XAU benefits from the softer Dollar and base metals are mixedLooking ahead, US Challenger Layoffs, ADP National Employment, IJC, ISM ServicesRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Equities remain on the back foot as key US data on the menu today. ADP, jobless claims and ISM Services could prove market moving. Dollar's mixed performance continues, yen benefits. OPEC+ production rumours fail to push oil prices higher.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.

Andrew, Ben, and Tom discuss the market rebound yesterday, the Fed's next move, Google losing the antitrust trial, and ISM Services.  For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

On today's Daily Voice, Sam reviews the continued sell-off in global markets, why they recovered off of their lows and what might happen over the next few days.

Ben and Tom discuss the Labor Party's landslide win in the UK general election, France's runoff election on Sunday, Fed Minutes saying a July cut "isn't likely," and ISM Services. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

ISM services PMI points to unexpected contraction in June. Treasury yieldsand dollar take a dive, but Wall Street rallies. Pound in bullish mode as UKgoes to the polls amid broader risk appetite.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.

As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. ----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the higher-than-normal uncertainty in economic data and its impact on markets. It's Tuesday, May 7th at 1:30 pm in New York. So let's get after it. In recent research, I've discussed how markets are likely to oscillate between the "soft landing" and “no landing" outcomes in today's late cycle environment. Continued mixed and unpredictable macro data should foster that back and forth, and last week was a microcosm in that respect. Tuesday's Employment Cost Index report came in stronger than expected, leading to a rise in the 10-year Treasury yield to nearly 4.7 per cent. Meanwhile, the Conference Board Consumer Confidence Index turned down, falling to its lowest level since July of 2022. On Friday, the equity market rose sharply as bond yields fell on the back of a weaker labor report, while the ISM Services headline series fell to its lowest level since December of 2022. In our view, this uncertain economic backdrop warrants an investment approach that can work as market pricing and sector/factor leadership bounces between these potential outcomes. As such, we recommend a barbell of quality cyclicals which should outperform in a "no landing" scenario and quality growth, the relative winner in a "soft landing.” One might even want to consider adding a bit of exposure to defensive sectors like Utilities and Staples in the event that growth slows further. Meanwhile, last week's Fed meeting materialized largely as expected. Chair Powell expressed somewhat lower confidence on the timing of the first cut given recent inflation data, but he pushed back on the notion that the next move would be a hike which eased some concerns going into the meeting. The April Consumer Price Index released on May 15th is the next key macro event informing the path of monetary policy and the market's pricing of that path. As usual, the price reaction on the back of this release may be more important than the data itself given how influential price action has been on investor sentiment amid an uncertain macro set up. On the rate front, our view remains consistent with our recent research—the relationship between the 6-month rate of change on the 10-year yield and the S&P 500 price earnings multiple implies that yields around current levels are about 10 per cent headwind to valuation through the end of June but a tailwind thereafter, all else equal.Given the uncertainty and unpredictability of the economic data more recently, we think it's useful to look at the technicals for insight into what comes next. In early April, we highlighted that the breakdown in the S&P 500 from its well-defined uptrend was an important early warning sign that performance could become more challenged. Based on our analysis, this headwind to valuation is likely to remain with us through the end of June unless yields fall significantly in the near term. Assuming interest rates stay around current levels, stronger valuation support lies closer to 19 times earnings, which would also imply price support closer to the 200-day moving average or 4800.Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, discusses the April jobs report and hiring in the US. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Apple earnings. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.

Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Tim Craighead, Bloomberg Intelligence Research Director for Content, talks about his column on “Houses, Hotels, Software and Tires: 10 Companies to Watch Now.” Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets.  Matt Winkler, Bloomberg News Editor and Chief Emeritus, joins to discuss his latest column: “Biden's Record Jobs Power Swing State Georgia.” Michael Stubblefield, President and CEO at Avantor, discusses opportunities in the life sciences industry, and what will fuel the company's continued growth.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

APAC stocks followed suit to losses in the US where treasuries bear-steepened and oil prices ramped up.Fed's Daly said there is no urgency to adjust the rate, Mester doesn't see the case for cutting at the next meeting.European equity futures indicate a contained open with the Euro Stoxx 50 future flat after the cash market closed lower by 0.8% on Tuesday.DXY remains on a 104 handle with FX markets overall steady, USD/JPY lingers above the 151.50 mark.Looking ahead, highlights include EZ CPI, Italian Unemployment Rate, US ADP, ISM Services, OPEC+ JMMC, Comments from Fed's Powell, Bowman, Goolsbee, Barr & Kugler, Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are modestly firmer, US equity futures are in the red though with trade containedDollar is flat and G10 peers are incrementally softerUSTs are incrementally softer whilst Bunds are firmer after dovish-tilting speak from ultra-hawk Holzmann coupled with softer EZ-HICP metricsCrude is incrementally firmer but within recent levels, XAU is off bestLooking ahead, US ADP, ISM Services, Australian PMI (F), OPEC+ JMMC, Comments from Fed's Powell, Bowman, Goolsbee, Barr & Kugler. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Andrew discusses a mixed bag in the ISM Services report, yesterday's market sell-off, Trump's domination of Super Tuesday, and a brief preview of this afternoon's testimony from Jay Powell. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, talks about the impact of global shipping on the economy. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discusses his outlook for the markets. Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple's iPhone sales in China dropping 24%.Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.

ISM non-mfg. PMI awaited ahead of Powell's testimony and NFP. Yen slidepauses after accelerating Tokyo CPIs. Aussie and kiwi slip as Chinaannounces ambitious growth target. Equities retreat ahead of key events,gold and bitcoin rally.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.

In this week's Monday Market Highlights, Sustainable Investment Analyst Nick Morgan covers the ISM Services print for January, which came in much stronger than expected. He also discusses the US treasury yields, and inflation falling for the fourth month in a row in China – the greatest fall in 14 years. In Australia, Nick looks into the RBA interest rate decision, staying at 4.35% as expected, and New Zealand Q4 employment data – which came out better than expected. In equity news Nick covers Uber, Hermes, AGL and REA. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.

DoubleLine's Jeff Mayberry and Eric Dhall review the market week (1:00) ended Feb. 9, 2024, including a new all-time high carrying the S&P 500 to close above 5000 for the first time, yields up across the investment grade segments of the fixed income universe and a higher week for the Bloomberg Commodity Index, although accompanied by a decline in industrial metals. Macro news for the week (4:39) includes a strong ISM Services report but in general tighter financial conditions indicated in the Federal Reserve's Senior Loan Officer Opinion Survey of Bank Lending Practices. For their Topic of the Week (11:21), Jeff and Eric discuss the U.S. Treasury's quarterly refunding announcement in the context of an explosion of the national debt to $34.2 trillion – a pace of debt growth that on Feb. 7 drew a warning from the Congressional Budget Office. Falling Treasury purchases by foreign governments, Jeff Maberry notes, means yield-sensitive investors such as insurers account for a larger share of Uncle Sam's creditors. Their bond vigilantism means more upward pressure on interest rates. Looking ahead to the week of Feb. 12-16, Jeff and Eric single out (21:27) above all the January print of consumer price index, due Tuesday Feb. 13. They will also be on the lookout for retail sales, import prices and jobless claims (Thursday) and housing starts and the January producer price index (Friday).

Ben and Tom discuss the drone attack in Kuwait, earnings data from Eli Lilly, the Hertz debacle, the massive ISM Services report showing sticky inflation, the SLOOS Report, and the response of the 10-year rate. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

(2/6/24) Market Behavior in a Presidential Cycle: Markets are positioning for a GOP win in November; Jerome Powell is now more inclined to NOT cut rates any time soon. Markets now need a narrative to support their current thesis, but it's only fundamentals that really matter. The Apple Vision goggle phenom. Markets sell-off, but knocking on the door of 5,000 in the S&P 500: now dealing with gravitational pull. Yields are reversing. NYC giving freebies to immigrants a la MMT: the flaws in that theory. Non-productive debt creates weaker economic growth. ISM Services index edge up into expansion; the quest to S&P 5000; Eli Lilly performance; why we own the stocks we own: We have to make money for our clients, and that's where the action is. How long can the Magnificent-7 continue to rise? When will it change (and why??) The problem with passive investing is that it ignores the fundamentals. Technology stocks are now "priced for perfection," with no margin for error. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer SEG-1: Market Behavior During Presidential Cycles SEG-2: NYC Immigrants & MMT: The Flaws in the Theory SEG-3: The Quest for S&P 5000 SEG-4: Why We Own the Companies We Own ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/TJz2bu2Xn9Hu -------- Watch today's show video here: https://www.youtube.com/watch?v=eNVQm0Phzhc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- The latest installment of our new feature, Before the Bell, "Markets Are Primed to Reach 5k," is here: https://www.youtube.com/watch?v=ppqQMesMbqs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Stocks Are a Popular Hedge for Future Retirees:" https://www.youtube.com/watch?v=6Bq-hOZP95U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s -------- Articles Mentioned in this Show: Retirement Savers Are Piling Into Stocks. Is That A Good Idea? https://realinvestmentadvice.com/retirement-savers-are-piling-into-stocks-is-that-a-good-idea/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CorporateEarnings #Retirement #bearmarket #BullMarket #confidence #earnings #economy #Fed #financialmarkets #financialplanning #interestrates #investing #market #Recession #retirement #risk #SP500 #stockbuybacks #Stocks #valuations #warnings#Markets #Money #Investing

(2/6/24) Market Behavior in a Presidential Cycle: Markets are positioning for a GOP win in November; Jerome Powell is now more inclined to NOT cut rates any time soon. Markets now need a narrative to support their current thesis, but it's only fundamentals that really matter. The Apple Vision goggle phenom. Markets sell-off, but knocking on the door of 5,000 in the S&P 500: now dealing with gravitational pull. Yields are reversing. NYC giving freebies to immigrants a la MMT: the flaws in that theory. Non-productive debt creates weaker economic growth. ISM Services index edge up into expansion; the quest to S&P 5000; Eli Lilly performance; why we own the stocks we own: We have to make money for our clients, and that's where the action is. How long can the Magnificent-7 continue to rise? When will it change (and why??) The problem with passive investing is that it ignores the fundamentals. Technology stocks are now "priced for perfection," with no margin for error. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer   SEG-1: Market Behavior During Presidential Cycles SEG-2: NYC Immigrants & MMT: The Flaws in the Theory SEG-3: The Quest for S&P 5000 SEG-4: Why We Own the Companies We Own ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/TJz2bu2Xn9Hu -------- Watch today's show video here: https://www.youtube.com/watch?v=eNVQm0Phzhc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- The latest installment of our new feature, Before the Bell, "Markets Are Primed to Reach 5k," is here:  https://www.youtube.com/watch?v=ppqQMesMbqs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Stocks Are a Popular Hedge for Future Retirees:" https://www.youtube.com/watch?v=6Bq-hOZP95U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s -------- Articles Mentioned in this Show: Retirement Savers Are Piling Into Stocks. Is That A Good Idea? https://realinvestmentadvice.com/retirement-savers-are-piling-into-stocks-is-that-a-good-idea/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CorporateEarnings #Retirement #bearmarket #BullMarket #confidence #earnings #economy #Fed #financialmarkets #financialplanning #interestrates #investing #market #Recession #retirement  #risk #SP500 #stockbuybacks #Stocks #valuations #warnings#Markets #Money #Investing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, joins to discuss Estee Lauder's stock surge and earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM services data. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest U.S eco data and her Fed outlook. Ben Gliklich, CEO of Element Solutions, discusses the latest on the tech sector, including semiconductor demand. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this video, Joe unpacks a sour ISM Services report and a labor report that reveals Americans working multiple jobs to make ends meet is at an all-time high. We dive deeper into the data than any news organization so you can get the real impulse of what's going on around the country. New YouTube videos M/W/F — New Substack posts T/R/S The Bitcoin Layer is brought to you by River. Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy Bitcoin Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco... Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Subscribe and turn on notifications for TBL on YouTube. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Block Height 824506 #TheBitcoinLayer #NikBhatia #JoeConsorti #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #EconomicAnalysis #JobMarket #ISMReport #LaborStatistics #MultipleJobs #EconomicInsights #USWorkforce #EmploymentTrends #EconomicNews #DataAnalysis #WorkforceChallenges #EconomicImpact #NewsAnalysis #JobMarketTrends #USLaborMarket #EconomicIndicators #RealNews #DataDeepDive #EconomicTrends #EconomicImpulse #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise

Last week's backdrop was shaped by Fed Waller's comments about rate hikes had ended and the market got into overdrive mode on those comments and soft inflation figures repricing bond yields lower across the curve. This week will be interesting with key macro figures across JOTLS job opening ISM Services tomorrow and Nonfarm Payrolls on Friday. The USD also finally turned around last week and gold spot was also reacting forcefully to the lower bond yields. Finally, with RBA rate decision coming up in Asia session tonight, with Charu Chanana and Peter Garnry. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo

Try the Top 10 Odds Swing Trade Ideas list here Watch the latest video version of this podcast here Rob Friesen and Dave Singh discuss Odds, trading setups and considerations for the week of December 4-8. Recorded on December 3, 2023. In this December 3rd edition of the StockOdds, Odds and Ends podcast, join Dave and Rob as they provide an in-depth analysis of recent market trends and prepare traders for the week ahead. The podcast begins with a review of the S&P 500 (SPY) daily chart, noting its new closing high and discussing the potential for further growth in December. The conversation then shifts to the NASDAQ (QQQ's), observing its consolidation phase and the possibility of a rebound. The episode also highlights the impressive performance of the Dow Jones (DIA), which has significantly surpassed its end-of-July highs, indicating a shift towards blue-chip stocks. The Russell 2000 Index (IWM) is also discussed, with its notable breakout from a recent trading range. Listeners will gain insights into sector performances, particularly real estate's top performance due to expectations of stagnant or potentially lowered interest rates. The impact of the dollar's fluctuations on various market sectors, including basic materials, is also examined. In-depth analysis of ETFs for December reveals mixed signals with some sectors, like energy, showing weaker trends. The podcast also explores stock seasonality for December, highlighting potential risks and opportunities based on historical data. The economic calendar for the upcoming week is thoroughly reviewed, focusing on key reports that could indicate the health of the economy, such as the ISM Services report and various employment data. The importance of monitoring market behavior around 10 a.m. report releases is emphasized for effective trading strategies. Finally, the episode previews upcoming earnings reports from major companies like AutoZone, Broadcom, and Lululemon, providing listeners with a comprehensive overview of factors that could influence market trends in the coming week. Tune in to this episode of the StockOdds, Odds and Ends podcast for a detailed and strategic analysis of the stock market, offering valuable insights to help traders navigate the complex financial landscape. Disclaimer: The views, thoughts, and opinions expressed in this video belong solely to the contributor(s). All future returns are hypothetical as market conditions can and do change. There is a very high degree of risk involved in trading. There is Risk of Loss. Past results are not indicative of future returns. StockOdds, Inc., its associates and contributors assume no responsibilities for your trading and investment results. The indicators, strategies, and all other information is for informational purposes only and should not be construed as investment advice. Affiliates, partners, and principals of StockOdds, Inc. may have a position for or against, or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

Apple was seen lower by 3.4% in after-hours trade amid declining product revenues and soft Chinese performance.APAC stocks traded higher as regional bourses tracked the advances in global peers, while disappointing Caixin Services PMI did little to derail the momentum.European equity futures are indicative of a higher open with the Euro Stoxx 50 +0.5% after cash market closed up by 1.9% yesterday.DXY is softer and just above the 106 mark, EUR/USD has extended gains further above 1.0600.Looking ahead, highlights include German Trade Balance, EZ Unemployment, US NFP & ISM Services, Canadian Employment, Speeches from Fed's Barr & Kashkari, Earnings from BMW, Intesa Sanpaolo, Maersk & QSR.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are marginally firmer ahead of Tier 1 events while US futures are slightly softer post-AAPLUSD depressed pre-data with NZD outperforming & JPY contained, CAD cautious ahead of its own jobs numbersBunds & Gilts towards the low-end of their parameters with USTs modestly bidCrude benchmarks are modestly firmer as we await remarks from Hezbollah's NasrallahLooking ahead, highlights include US NFP & ISM Services, Canadian Employment, Hezbollah remarks. Speeches from Fed's Barr & Kashkari, BoE's Haskel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

After touring the equities (1:12), fixed income (4:08) and commodities (6:28) markets for Aug. 28- Sept. 1, DoubleLine Portfolio Manager Samuel Lau and Quantitative Analyst Eric Dhall cover the week's heavy calendar of macro news (8:07). Highlights include the June readings of the S&P CoreLogic Case-Shiller home price series, which showed home prices, supported by low inventories, defying rising mortgage rates, and labor market data, which, while improving toward a better balance, still indicating Federal Reserve monetary policy remaining tight for longer. Looking ahead to the week of Sept. 4-8 (31:24), Sam and Eric will be on the lookout for ISM Services report and release of the Fed's Beige Book (Wednesday) and jobless claims (Thursday).

European bourses & US futures continue to slump in an extension of Wednesday's price action with yields on the upEGBs/USTs continue to drop and have made new lows below the post-Refunding/Fitch trough, Gilts pressured further pre-BoEFurther upside for the USD with JPY outperforming on haven action while EUR & GBP slipCommodities are in-fitting with the above risk tone and accompanying USD strength; complex is conscious of punchy rhetoric from PolandLooking ahead, highlights include US IJC, Factory Orders, ISM Services, BoE Policy Announcement, BoE's Bailey, Fed's Barkin, Bostic & Goolsbee. Earnings from ConocoPhillips, Regeneron Pharmaceuticals, Apple, Kellogg Co, Moderna, Amazon,com, Warner Bros Discovery & Airbnb.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks mostly followed suit to the weakness in global peers, albeit with some of the losses stemmed in Asia as participants digested Chinese Caixin PMI figures.European equity futures are indicative of a marginally softer open with the Euro Stoxx 50 -0.1% after the cash market closed down by 1.6% yesterday.DXY remains on the front foot, EUR/USD has moved lower on a 1.09 handle, Cable sits below 1.27 pre-BoE, JPY lags post-BoJ unscheduled bond-buying operation.Brazil Central Bank cut the Selic rate by 50bps to 13.25% (exp. 25bps cut) with the decision not unanimous.Looking ahead, highlights include German Trade, EZ & UK Services PMI (Final), Swiss CPI, US IJC, Factory Orders, ISM Services, BoE Policy Announcement, BoE's Bailey, ECB's Panetta, Fed's Barkin, Bostic & Goolsbee, Supply from Spain & France.Earnings from Adidas, AXA, BMW, Infineon, ING, Lufthansa, Merck, Rolls-Royce, ConocoPhillips, Regeneron Pharmaceuticals, Apple, Kellogg Co, Moderna, Amazon.com, Warner Bros Discovery & Airbnb.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

DoubleLine Portfolio Manager Samuel Lau first covers the week of July 24-28 in terms of stocks (1:40), fixed income (3:49) and commodities (6:52). Then Macro Asset Allocation Analyst Mark Kimbrough reviews the week's macro news (9:49), noting resilient housing prices in the face of rising mortgage rates. For the Topic of the Week (16:31), Sam and Mark discuss the Federal Open Market Committee meeting, its rate decisions and guidance, and Federal Reserve Chair Jerome Powell's news conference. Speaking to reporters, Powell, Samuel Lau notes (19:29), “continued to highlight price stability as being important for strong labor conditions for all.” Thus there's a bias toward the inflation side of the Fed's dual mandate and a willingness “to suffer a little softness in labor conditions to order to get in line with price stability.” Turning to macro conditions for the business week ending Aug. 5 (29:09), Mark Kimbrough has on his radar the senior loan officer opinion survey (Monday); the JOLTS job survey, a metric important to Chair Powell (Tuesday); the ADP employment report (Wednesday); the ISM Services survey (Thursday); and labor market reports, including nonfarm payrolls, U-3 unemployment rate and labor force participation rate (Friday).

Newly released Fed-created financial conditions index (FCI-G) shows conditions as tighter than picked up by traditional FCIs (like Bloomberg's or Goldman's), notes Liz Ann Sonders. She discusses how futures are lower as weakness in overseas markets weigh on indices. She talks about how sector and index members above 50-DMA. She highlights that there is a high likelihood that Fed raising 25bps at July FOMC meeting (88% probability per CME); but any further hikes will be data dependent. She also goes over how sentiment, for the most part, has moved into excessive optimism territory. Based on history, it can stay there for a while; but frothiness leaves market vulnerable if a negative catalyst appears. She then previews today's upcoming economic data which includes JOLTs, PMI Composite Final, and ISM Services. Tune in to find out more about the stock market today.

Retrouvez le MarketLive, du lundi au Vendredi, en compagnie d'Alexandre Baradez & Vincent boy, pour un décryptage de l'actualité des marchés financiers.  Cet enregistrement est à titre indicatif et aucune des informations mentionnées ne saurait être considérée comme un conseil ou une recommandation.  Pour plus d'infos visitez notre page dédiée sur notre site : https://www.ig.com/fr/market-live

In this episode, Mike and Rory talk about the importance of using leading indicators when trading. Rory mentions 3 of the latest that he has been looking at Including the ISM Manufacturing, ISM Services and the ESR report. The ISM reports can give a great indication of how both the manufacturing side of the economy and the services are reacting. They give their own indication of prices and employment as Rory mentions how they can be used to predict the NFP report.Mike talks about how traders heavily rely on the Non-Farm Payrolls report released on the first Friday of each month and shares his insights into how to trade it correctly. The blokes then briefly mention how you can use leading indicators such as ISM to predict larger indicators such as GDP and remain 1 step ahead of the market.Download The Two Blokes Trading APP

The one big question still on everyone's mind is whether the market will see a hard or soft landing. In this  market segment, The Sandman takes a look at his big three monthly economic reports to see what the data suggests for the market's future.   You can send your questions to questions@pyaradio.com for a chance to be answered on air.      Catch up on past episodes: http://pyaradio.com      Liberty Group website: https://libertygroupllc.com/     Attend an event: www.pyaevents.com    Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  See omnystudio.com/listener for privacy information.

Tech stocks have had a major run this year. But with Loretta Mester echoing James Bullard's comments in support of more rate hikes, the Nasdaq is underperforming today. So is it time to take profits? We'll debate. Plus, private payrolls and ISM Services data both came in weaker-than-expected, just ahead of the all-important jobs report.  Is Barry Sternlicht's “serious recession” prediction close to coming true? We'll discuss. And, one area of services not seeing prices softening is travel. But one analyst sees signs of slowing demand. He'll join us to make his case, and provide his key names to watch.

Here's what is happening in the markets today, Wednesday, April 5 Stocks lower ADP private payrolls report: slowing job growth  ISM Services index drops more than expected Job openings drop below 10 million OPEC+ cuts output, Crude Oil has biggest daily gain in a year Gold hits highest level since March 2022  PLUS: How we trade these markets and our current positions This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast.  And for more stock market news,  visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket

APAC stocks traded mostly higher amid tailwinds from the US and as the region also digested further strong Chinese Caixin PMI data.Fed's Bostic (non-voter) said the Fed may be in a position to pause by mid-to-late summer.European equity futures are indicative of a higher open with the Euro Stoxx 50 +0.6% after the cash market closed up 0.6% yesterday.DXY is a touch softer and back on a 104 handle, EUR/USD hovers just above 1.06, Cable is unable to retake 1.20.Looking ahead, highlights include German Trade Balance, EZ/UK/US Composite & Services PMIs, US ISM Services, Speeches from Fed's Logan, Bostic, Bowman, Barkin & ECB's de GuindosRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Dollar eases from highs as yields rally pauses for breath ahead of ISM services PMI. But Wall Street bounces back as Fed officials hint at ‘steady as she goes' approach. Euro fights back as ECB hawkish soundbites keep coming, yen mixed on BoJ doubts.Risk Warning: 78.17% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.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.

Last Week: · US - PCE: Core 4.4% y/y; moving in the right direction and lowest print in a year. 0.3% m/m. · GDP came in looking good on the surface but may have hidden weakness (consumer). · Australia CPI: inflation came in higher than expected. Likely adds another 1-2 hikes to the cycle. · BoC: Hiked by 25bps - peak rate. Looking to monitor transmission mechanism. This week: · Fed: 25 bps (priced in). Will the Fed send a strong message? Fed funds futures still pricing a pivot. · Can they deliver on 3 more hikes of 25bps? Seems like a tall order. · ECB on Thursday. Market does not expect dovishness. Likely going 50bps. · Still waiting for communication on terminal rate. · December statement and commentary are pointing to another 50bps after this one. · BoE: Forecasts give another 50bps, but not convinced here. Going to come down to the vote split. · NFP: Forecast: 175-195k (previous 223K). 3.5%-->3.6% unemployment rate. · ISM Services - last print was a big surprise to the downside (49.6). Will it be able to reclaim 50? · Earnings: Meta, Apple, Alphabet, AMZN, TSLA reported last week (beat expectations).

Today's slide deck: https://bit.ly/3P6Apn2   - Click here to open an account with Saxo   - Today we are announcing our newly released 2023 Outrageous Predictions highlighting improbable, but not impossible, events that could really shake the markets. We discuss the reversal in S&P 500 futures to the big 4,000 level driven by a surprise beat on ISM Services Index yesterday suggesting that the US economy is reaccelerating again. The US yield move higher yesterday is also setting the stage for our attention on USDJPY in today's FX focus. On commodities our focus today is on the oil market given the demand uncertainties over China's reopening and supply worries over the Russian oil price cap. Today's pod features Peter Garnry on equities, Ole S. Hansen on commodities, with John J. Hardy hosting and on FX. Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here. Intro and outro music by AShamaluevMusic

European bourses are subdued across the board, Euro Stoxx 50 -0.8%, as the post-Powell pressure reverberates across from APAC trade.Stateside, futures are lower across the board though only marginally so with a busy session ahead incl. BoE and ISM Services PMI; ES -0.3%, NQ -0.3%.USD continues to rise to the detriment of peers across the board following the FOMC/Powell-presser; DXY to a 112.98 peak from a 111.81 base.NOK has been impaired by an as-guided but sub-market pricing 25bp hike from the Norges BankCore fixed benchmarks under pressure across the board as yields continue to extend, particularly at the short-end of the UST curve.Commodities are under broad pressure given the continued post-FOMC advances in the USD, crude benchmarks lower by over USD 1.00/bbl.Looking ahead, highlights include US IJC, Composite/Services PMI (Final), Factory Orders & ISM Services, BoE Policy Announcement, Speeches from BoE's Bailey & Mann.Click here for the Week Ahead preview.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US stocks ultimately suffered notable losses after markets saw a dovish reaction to the Fed statement but a hawkish one during Powell's presserFOMC hiked rates by 75bps as expected and noted the Fed will take into account "the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments"Fed Chair Powell during the presser suggested they still have some ways to go and data suggests the ultimate level of rates will be higher than previously expectedAPAC stocks were mostly lower; US equity futures eked mild gains overnight but with the recovery insignificant compared to the sell-off triggered by Fed Chair PowellOvernight, DXY retreated beneath the 112.00 level following the tumultuous post-FOMC fluctuations, 10yr UST futures were stuck around the prior day's lowsLooking ahead, highlights include Swiss CPI, EZ Unemployment, US IJC, Composite/Services PMI (Final), Factory Orders & ISM Services, Norges Bank & BoE Policy Announcements, Speeches from BoE's Bailey & Mann, ECB's Lagarde, de Cos, Panetta & Elderson, Supply from Spain & FranceEarnings from Rolls-Royce, Sainsbury's, ING, BNP, Stellantis, Euronext, ConocoPhillips, Starbucks, PayPal & ModernaClick here for the Week Ahead previewRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today's slide deck: https://bit.ly/3dPDl9d   - Click here to open an account with Saxo  -  A zany day for US data as the August flash S&P Global Services PMI suggests a deepening contraction is afoot in the US services sector after an already weak July reading that contrasted with strength in the ISM Services survey for July. What are we supposed to believe. Elsewhere, crude oil has cemented its comeback with an extension higher yesterday and coffee is at risk of a further rise on supply woes. In equities, we look at the latest in the Tesla/Twitter saga, earnings ahead including NVidia after the close today, and an interesting company in the EV batter supply chain in Europe. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX. Intro and outro music by AShamaluevMusic

Ben, Andrew, and Tom discuss the ISM Services data that was better than expected, impending recessions and high inflation commentary out of the Bank of England following their 50bp hike, weak earnings out of BKNG, QRVO, CLX, as well as some fear of margin compression after a sales data report out of COST. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Slide deck: https://bit.ly/3zW1dk7   - Click here to open an account with Saxo  - Today we look at the market reaction to surprisingly strong ISM Services survey for July, which was completely at odds with the very weak July S&P Global Services PMI. We also discuss the implications and lack of confidence in the meaning of a new record inversion of the yield curve yesterday, especially vis-a-vis the risk of complacent forward assumptions on inflation normalizing. In particular, the market appears totally unprepared for stagflationary outcomes. We also discuss Europe's rumbling energy crisis, key equity stories and more. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX. Intro and outro music by AShamaluevMusic

European bourses are mixed but with a modest positive underlying bias emerging as the session progresses ahead of key risk events, Euro Stoxx 50 +0.4%Stateside, futures are firmer across the board, ES +0.4%, moving directionally with their European peers and eyeing US/China/Taiwan, ISM Services and Fed speakFor FX, the DXY remains in proximity to the trough of 106.00 with peers modestly bid across the board ex-CHFBenchmarks have been moving lower as we head into today's JMMC and OPEC+ events, sources thus far suggest production will be maintained or subject to a small increaseCore debt reversal and pullback extends with the pace of the initial move increasing on the initial PMIsPelosi has now departed Taiwan and is believed to be heading to S. KoreaLooking ahead, highlights include US Composite/Services Final PMI, US Factory Orders & ISM Services PMI, OPEC+, Speeches from Fed's Barkin, Harker & Kashkari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

With the June 30 close of 1H2022, Jeff Mayberry and Samuel Lau start (2:21) by looking at the month, quarterly and first-half-of-2022 returns for the stock market. These left the S&P 500 down just under 20% for the first six months of the year. The best-performing sector for that period was Energy, up 31.8%; the worst performer, Consumer Discretionary, down 32½%. Investors learned the hard way that 60-40 stock bond portfolios offered no protection from the year's pain. Putting things into perspective, Samuel Lau notes that a proxy constructed by Deutsch Bank (8:15) shows that the 10-year U.S. Treasury in 2022 had its worst first half of the year since 1788. Touring the fixed income landscape (10:38), Jeff and Sam observe the Bloomberg U.S. Bond Aggregate, the widely followed proxy for the high-grade domestic bond market, lost 10.4% in 1H2022, led by a 14.4% loss in investment-grade corporate credit. The podcast discussed (12:40) an almost 11% pullback in June in commodities as measured by the Bloomberg Commodity Index, although that benchmark holds a gain of 18% year-to-date. In their review of macro news for the week of June 27-July 1 (15:52), the podcast hosts sought to temper people's take on a hotter-than-expected 1.9% month-over-month gain in April by the S&P CoreLogic 20-City Home Price Index, bringing its YoY return to 21.2%. Jeff Mayberry points out that April excludes the subsequent run-up in mortgage rates. He cautions people to wait for the housing index's May print. A June “wobble” in the ISM Manufacturing series (17:55) caught Mayberry's eye. While still in expansionary territory, the ISM Manufacturing index came in at 53.0 versus expectations of 54½. Meanwhile, the new orders component of the index printed 49.2, the first time since the COVID-19 recession of 2020. The market week of July 5-9, although abbreviated, promises to be a charged with macro news (22:24). Reports due include May durable goods (final) on Tuesday; on Wednesday, ISM Services, JOLTS jobs, Federal Open Market Committee Meeting minutes; and Friday nonfarm payrolls and unemployment rates.

Marketlive du 3/06/2022 Retrouvez le MarketLive, du lundi au Vendredi, en compagnie d'Alexandre Baradez & Vincent boy, pour un décryptage de l'actualité des marchés financiers.  Cet enregistrement est à titre indicatif et aucune des informations mentionnées ne saurait être considérée comme un conseil ou une recommandation.  Pour plus d'infos visitez notre page dédiée sur notre site :  https://www.ig.com/fr/market-live

Slide deck: https://bit.ly/3GKzCo0   - Today we look at a surprisingly strong US ISM Manufacturing report for May helping to further boost the comeback in US treasury yields and capping a choppy equity market session in the US, with rather more important US data coming up tomorrow in the form of May payrolls and earnings and the ISM Services. Elsewhere, we look at the strong easing in financial conditions of the last couple of weeks, the important OPEC meeting today, key tech stocks that are getting their financial priorities in order, and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX. Intro and outro music by AShamaluevMusic

APAC stocks were cautious amid holiday closures and as markets braced for the incoming FOMC announcement.European equity futures are indicative of a marginally positive open with Eurostoxx 50 +0.1% after the cash market closed higher by 0.8% yesterday.DXY is contained around the 103.50 mark with FX markets largely uneventful overnight. US Secretary of State Blinken is to outline his China policy on Thursday at 11:00EDT/16:00BST.Looking ahead, highlights include EZ & US Composite/Services PMI (Final), EZ Retail Sales, US ADP, ISM Services, FOMC Policy Announcement & Fed Chair Powell Conference, OPEC JTC, Germany & US Quarterly Refunding. Holidays in China & Japan.Earnings from Volkswagen, Siemens Healthineers, Ferrari, Moncler, EDF, Telecom Italia, Hugo Boss, Swatch.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses, Euro Stoxx 50 -0.3%, are modestly softer after another subdued but limited APAC handover amid ongoing regional closures.US futures remain in tight pre-FOMC ranges, with participants also awaiting ISM Services and ADP.WTI and Brent are bid amid the EU's 6th round of Russian sanctions, a complete ban on Russian oil.However, sources indicate that Hungary and Slovakia will receive an extended phase-out period.DXY is anchored pre-Fed while crude-sensitive FX picks up and AUD benefits on data/RBA callsEGBs are pressured but well off lows while USTs have lifted to near Unch. territory in a consolidation from the morning's pressureLooking ahead, highlights include US Composite/Services PMI (Final), US ADP, ISM Services, FOMC Policy Announcement & Fed Chair Powell Conference, OPEC JTC & US Quarterly Refunding. Holidays in China & JapanRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Marketlive du 3/12/2021 Retrouvez le MarketLive, du lundi au Vendredi, en compagnie d'Alexandre Baradez & Vincent boy, pour un décryptage de l'actualité des marchés financiers.  Cet enregistrement est à titre indicatif et aucune des informations mentionnées ne saurait être considérée comme un conseil ou une recommandation.  Pour plus d'infos visitez notre page dédiée sur notre site :  https://www.ig.com/fr/market-live  

DB-Nov 03,2021: The FOMC meeting begins today as Fed officials come together to decide on the tapering of their asset purchase program. The economic recovery seems to be slowly but surely underway with the ADP survey for October demonstrating unexpected strength with a 571,000 gain in jobs and the ISM Services index showing rapid growth at 66.7%. Darius Dale, founder and CEO of 42 Macro, joins the Daily Briefing to provide his overview of these developments and how this will influence economic growth. He also explores where bond yields are headed after the Fed announces the course of policy, what sectors are poised for outperformance, and the drivers behind crypto's explosive run as Ethereum hits its new all-time high. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3k39MBl Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:44) - The show opens with a breakdown of the ISM Services Index, which came in at a record high. (15:45) - Avis skyrocketed 108% on Tuesday after a major earnings beat, The guys dive into the stock's surge and also discuss the car-rental market as a whole.(23:10) - Estate planning attorney Todd Lutsky of Cushing & Dolan joined the show for another edition of "Ask Todd".

Anthony Nieves, Committee Chair for the ISM's Services Report on Business® discusses the latest report. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony Nieves, Committee Chair for the ISM's Services Report on Business® discusses the impact of the bottlenecked supply chain on the services sector, which could extend into next year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's slide deck: bit.ly/3jmWQFb   - Yesterday's session proved a bit of a rollercoaster with initially a bad ADP employment number but then later ISM Services Index showed record strong US services. Fed's Clarida (FOMC voter) also outlined his views that inflation will stay above target for the next three years with upside risks and that a rate hike in early 2023 is not unlikely. These events turned markets around with the USD higher against the EUR and JPY. The US 10-year yield seems to have bottomed for now pushing higher today. We also discuss Chinese technology stocks, natural gas prices in the US, gold and US earnings from yesterday and finally today's earnings. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities. Intro and outro music by AShamaluevMusic

DB-Aug04,2021: Real Vision's Jack Farley, Petr Pinkhasov, and Weston Nakamura break down a day of confounding price action across global markets. Farley and Pinkhasov cover the disappointing change in U.S. Employment from the ADP, which triggered a rally in U.S. Treasury bonds, and the ISM Services reading, which blew away expectations and caused those same bonds to sell-off later in the morning. The trio examines the wild surge in Robinhood stock ($HOOD), with Nakamura and Pinkhasov exploring potential profitable trades that could profit from this enormous volatility. For the "Week Ahead" post on the Exchange that Petr referenced, click here: https://rvtv.io/3ln9Zko To watch the interviews from Real Vision's oil week, click here: https://www.realvision.com/lp/oil-week/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony Nieves, Committee Chair for the ISM's Services Report on Business® presents the Services PMI report. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketlive du 4/08/2021 Retrouvez le MarketLive, du lundi au Vendredi, en compagnie d'Alexandre Baradez & Vincent boy, pour un décryptage de l'actualité des marchés financiers.  Cet enregistrement est à titre indicatif et aucune des informations mentionnées ne saurait être considérée comme un conseil ou une recommandation.  Pour plus d'infos visitez notre page dédiée sur notre site :  https://www.ig.com/fr/market-live  

Today we cover the RBA's monetary decision, the continuing OPEC discussions, ISM Services data, the Sydney Airport bid, the Tabcorp strategic review results and the worsening Sydney Lockdown. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

The equity markets got off to a shaky start this week with the S&P 500 falling more than one-half of a percent at the low of the day. The move was sparked by a growing concern the best of the post-pandemic recovery has already been priced into the market. With the second-quarter earnings season fast approaching the risk for the market is that results will not be as good as expected. Data from The Institute of Supply Management helped to sour the sentiment on Tuesday. The ISM Services index fell to a reading of 60.1 compared to the expectation of 63.3 and gives evidence of slowing activity within the economy. While positive, the fact economic activity is slowing could have a serious impact on earnings in the second half of the year

Anthony Nieves, Committee Chair for the ISM's Services Report on Business® continues in strength with few sectors struggling; most in continued expansion. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony Nieves, Committee Chairman of the ISM's Services Report on Business(R) discusses the latest Service Sector Index report detailing the strengthening or weakening of the service sectors of our economy, and is presented in depth exclusively on Manufacturing Talk Radio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Points covered 1. Better ISM Services data from US 2. Earnings Round up – PayPal, Qualcomm 3. Ant strikes a deal Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia. The update consists of four segments - Macro, Equities, Fixed Income, and Forex. News sources - Bloomberg, NYT, FT, WSJ, CNBC and Kathy Lien's Newsletter Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.

Top 5 Things To Know Today: 1. China Stocks Score Best One-Day Gain Since 2015 2. Stocks In Europe Jump To 4-Week High 3. Wall Street Stocks Rally 4. U.S. ISM Services PMI 5. Buffett In $9.7B Deal For Dominion's Natural Gas Assets

Supply-chain professionals, assuming they sought out the position in the first place, have typically learned the ropes by doing the job. Not anymore. Today, training has become an essential part of the profession. The reason? Supply chain, which used to function largely as a cost center for the organization, has become a key component of corporate profitability. It makes eminent sense that supply-chain managers be equipped with all of the tools needed to do their jobs. On this episode, we get an up-to-date perspective on supply-chain training from Jim Barnes, managing director for ISM Services at the Institute for Supply Management. He talks about the full range of training resources and techniques, including ''boot camps,'' continuing education, virtual learning, mentoring and professional certifications. We'll learn what it takes to be a supply-chain professional today, and what the job might look like in the future.