Podcasts about jgb

Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.”  Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Today, we look at equity markets trying to ramp up for a strong close to a strong year. On Tesla's recent share price ramp, we have finally gotten the memo, as there is clearly a SpaceX angle for the company's stock of late that could send it higher still depending on market conditions for an eventual SpaceX IPO and whether Tesla shareholders get special access. Elsewhere, the JPY tries to make a stand after Friday's ugly downdraft and as JGB yields spike again. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Today, a look at AI stocks trying to get back their stride, Trump's DJT stock now becoming a nuclear fusion play and thoughts on what exactly can stop the yen from weakening when the market continues to play the currency as an emerging market currency after today's BoJ hike, with weakness in the currency coinciding with new 26-year highs in the 10-year JGB yield, which has ripped higher through 2.00%. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

US equity futures point to a modestly firmer open, while Asian markets traded broadly higher and European equities edged up. Today focus is on disinflation momentum and central bank cross-currents, after a softer-than-expected US core CPI reinforced the dovish Fed narrative and helped drive a rebound in technology and AI-linked stocks; Attention remains on Japan after the Bank of Japan delivered a widely expected rate hike while maintaining accommodative guidance, weakening the yen and pushing JGB yields above 2%; AI sentiment remains a key driver following Micron's upbeat outlook and renewed optimism around AI funding and capex, even as markets continue to reassess the durability and monetization path of the AI trade.Companies Mentioned: OpenAI, TikTok, NVIDIA

Derek Halpenny, Head of Research Global Markets EMEA & International Securities is joined by Chris Jakubowski Head of FI FX Sales to discuss the fallout in the FX markets following the FOMC meeting this week and what this final meeting of the year means for the US dollar going forward. Derek and Chair also look ahead to the final full week of trading next week and discuss the BoE and BoJ meetings. Can the BoJ restore confidence to the JGB market with a rate hike and a message of more?

Daniel Lam discusses the upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY carry trade unwind.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landscape, rising capital demands from AI and renewed tariff risks challenge the old 60/40 orthodoxy. Listener questions on US policy shocks and the Yen carry trade open a deeper look at when trend helps and when it hurts. The episode culminates in a world exclusive of SocGen's 2026 index changes and the first public reveal of Alan's new paper: The Regime-Adaptive Portfolio, for genuinely resilient, opportunity-aware global wealth compounding intelligently, prudently over the decade ahead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 - Voiceover and introduction to the Systematic Investor Series00:23 - Niels and Alan open, what is on their radar this week01:27 - Fed succession as a political risk factor and betting markets03:33 - Crypto moves, Vanguard's platform shift and MicroStrategy index pressure05:53 - Listener questions: can constant US policy shocks break trend?06:33 - Trouble for trend or just another regime to endure and adapt to08:55 - Short-term CTAs, Liberation Day and when speed becomes a handicap11:11 - How CTAs are positioned for a yen carry unwind and JGB nuances12:16 - November trend update, five straight positive months and short-term pain13:35 - World exclusive: new SocGen CTA and...

Global bond yields rise amid complicated pictures in the USA and Japan. Treasurys saw yields rise on stronger U.S. jobs data, while deepening expectations of a rate hike by the BOJ sees JGB prices fall. Elsewhere, Netflix has reportedly won the battle over Warner Bros Discovery; and Meta shares rise on reports the company is planning sweeping cuts to its ‘metaverse' unit, a former darling of CEO Mark Zuckerburg.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Markets are now pricing in an 89% chance of a rate cut by the Fed next week after November private payrolls data surprised, revealing 32,000 jobs were cut (instead of the expected 40,000 added). US indices closed marginally higher on the day, with Asian markets following suit. Japan's 30-year government bond auction saw good demand, but JGB yields remain high as markets anticipate a rate hike. Carsten Menke, Head of Next Generation Research, joins the podcast to talk about silver - its remarkable rally and whether it is justified, and what might happen next.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:24) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:06) - Silver: Carsten Menke, Head of Next Generation Research (09:25) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Send us a textISM mfg slides but prices subindex rebounds. Dollar stabilizes asDecember rate cut chance slips somewhat. Yen retreats as JGB auctiondraws solid demand. Wall Street pulls back, gold eases after hittingresistance at $4,270.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

Bitcoin's sudden flash crash has rattled markets as global liquidity tightens and Japan's bond market sends crisis-level warning signals. With 20-year JGB yields spiking toward historic stress points, the yen carry trade is rapidly unwinding and dragging risk assets with it. Gold is surging to six-week highs, Fed rate-cut odds are accelerating, and Trump's move to appoint a new Fed chair adds major uncertainty to the monetary outlook. At the same time, BlackRock's Bitcoin ETF has become its fastest-growing product of 2025, even as Tether faces renewed balance-sheet scrutiny and confidence across crypto wavers.

US equities finished lower in Monday trading, ending not far from worst levels. It was a fairly quiet session in the wake of the US Thanksgiving holiday. The market shook off a bit of the morning's risk-off bias tabbed to upward pressure on JGB yields amid ramping BoJ tightening expectations, as well as ongoing Bitcoin weakness following a nearly 20% decline last month.

US and Ukraine negotiations on Sunday focused on where the de facto border with Russia would be drawn under a peace deal, while the five-hour meeting was said to be difficult and intense, but productive, according to two Ukrainian officials cited by Axios.European and US equity futures are broadly on the backfoot, following on from a cautious mood in APAC trade.DXY is pressured by the stronger JPY following jawboning from Japanese officials and after BoJ Governor Ueda hinted at a December rate hike.Bonds were initially pressured following on from JGB downside, and then took a leg lower alongside Gilt underperformance soon after the European cash open.Crude futures benefit after OPEC+ holds output steady through Q1'26 and in reaction to further Ukrainian strikes in Russian oil refineries; 3M LME Copper surges to fresh ATHs above USD 11.2k/t, but has since scaled back given the risk tone and downbeat Chinese PMI figures.Looking ahead, highlights include US Manufacturing PMI Final (Nov), US ISM Manufacturing PMI (Nov), Saudi-Russia Business Forum, EU Supply. Speak from Fed Chair Powell (Fed Blackout) and BoE's Dhingra.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly higher following the positive momentum from Wall Street, where all major indices gained ahead of Thanksgiving celebrations.10yr JGB futures edged higher but with the gains modest after reports that Japan is likely to increase issuances of 2yr and 5yr JGBs.Alibaba shares were pressured after the Pentagon said it should be on the list of firms with Chinese military ties, while China Vanke shares were hit and its bonds slumped.US President Trump told Japan to lower the volume on Taiwan, following a call with Chinese President Xi, according to WSJ.European equity futures indicate an uneventful open with Euro Stoxx 50 futures up flat after the cash market closed with gains of 1.5% on Wednesday.Looking ahead, highlights include German GfK (Dec), EZ M3 (Oct), Consumer Confidence Final (Nov), Japanese Tokyo CPI (Nov), Industrial Profit (Oct) & Retail Sales (Oct), ECB Minutes (Oct), Speakers including BoE's Greene, ECB's Cipollone & de Guindos, Supply from Italy. Holiday: US Thanksgiving Day; Desk will run normal services on Thursday, 27th November until 18:15GMT/13:15EST. At which point, the desk will close and then re-open later at 22:00GMT/17:00EST for the APAC session. Thereafter, there is normal service on Friday, 28th November until 18:15GMT/13:15EST at which point the desk will close.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Episode Summary: This week on Backstage Bay Area, host Steve Roby welcomes two-time Grammy Award-winning violinist Mads Tolling. Known for his work with the Turtle Island Quartet, Stanley Clarke, and Bob Weir, Mads is shifting gears this season to share a piece of his Danish childhood in San Francisco.Mads takes us inside his project, Cool Yule: A Nordic Holiday Celebration, a "love letter" to his upbringing in Copenhagen. We explore the concept of "hygge," compare the structured traditions of a Danish Christmas with the chaotic energy of American holidays, and delve into the fascinating—and sometimes frightening—folklore of the North. From a rice pudding-eating gnome to a child-eating "Christmas Cat," Mads explains the stories behind the music. Plus, hear how he transforms an 1830s violin into a growling baritone instrument he calls "Uncle Scratchy."In This Episode, We Discuss:Life Lately: Meds' recent touring with Melvin Seals & JGB and his deep dive into the Grateful Dead repertoire.Nordic vs. American Christmas: Why the "Christmas spirit" feels different in Denmark, the importance of hygge (coziness), and why the 24th is the real main event in Scandinavia.Folklore & Music:The Gnome's Attic: The story of the Nisse who demands his rice pudding (and fights off rats to get it).The Christmas Cat: An Icelandic legend about a giant fashion-policing cat that eats children who don't receive new clothes for Christmas."Uncle Scratchy": Mads explains his unique baritone violin, tuned an octave lower to create a cello-like, medieval growl perfect for monster stories.The Frozen Connection: How a modern Disney hit connects back to Danish author Hans Christian Andersen's The Snow Queen.Featured Music:"The Gnome's Attic" (from Cool Yule) "The Christmas Cat" (from Cool Yule) Upcoming Live Show: Catch Mads Tolling & The Mads Men live for a special holiday engagement!Event: Cool Yule: A Nordic Holiday Celebration Dates: Saturday, Dec 13 & Sunday, Dec 14, 2025 Venue: Joe Henderson Lab, SFJAZZ (San Francisco) Showtimes: 7:00 PM & 8:30 PM The Band: Mads Tolling (violin), Colin Hogan (piano/accordion), Gary Brown (bass), Eric Garland (drums).Resources & Links:Get Tickets: SFJAZZ Ticket LinkMads Tolling Official Site: madstolling.comHost: Steve Roby, Backstage Bay Area

APAC stocks mostly followed suit to the gains on Wall Street, where stocks were underpinned amid Russia/Ukraine optimism and a softer yield environment.US President Trump thinks they are getting very close to a deal on Ukraine, while he separately commented that they are making progress and Ukraine is happy.Nikkei 225 shrugged off a source report that the BoJ is preparing markets for a possible hike as soon as December, although one of the sources noted that the decision between hiking in December or January remained a close call; JPY strengthened, 10yr JGB futures trickled lower.NZD outperformed after the RBNZ cut the OCR by 25bps to 2.25%, as expected, and kept its options open on future policy, although its projections suggested a pause in rates throughout 2026.White House National Economic Council Director Kevin Hassett is reportedly seen as the frontrunner in the Fed Chair search, according to Bloomberg citing sources, although separate sources said “there is no frontrunner”.Looking ahead, highlights include US Dallas Fed (Oct), Jobless Claims (w/e 22 Nov), UK Autumn Budget, Fed Beige Book, Speakers including ECB's Vujcic, Lane & Lagarde, Supply from Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Following the supplementary budget announced in Japan on Friday, Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Jack Greenslade in Corporate FX Sales to discuss the details of the package what it means for JGB issuance plans going forward and the possible impact on JGB yields and the yen. Looking ahead of next week Derek and Jack discuss the UK budget announcement scheduled for Wednesday 26th November and what will be key for Gilts and the pound.

APAC stocks traded lower across the board as the sharp Wall Street selloff reverberated through the region despite the absence of fresh catalysts.JPMorgan no longer expects the Federal Reserve to cut rates in December, vs its prior forecast of a 25bp cut.10yr JGB futures retraced some of this week's losses whilst the session saw a slew of commentary from Japanese Finance Minister Katayama, who, on the bond market, attempted to alleviate some fiscal woes.Japan may intervene before USD/JPY reaches 160, according to Bloomberg, citing a government panellist.Crypto markets continue bleeding with Bitcoin falling under USD 85,500 at a 7-month low, while Ethereum fell to a 4-month low.Looking ahead, UK PSNB (Oct), Retail Sales (Oct), EZ, UK & US Flash PMIs (Nov), US Real Weekly Earnings (Sep), Canadian Retail Sales (Sep), US Uni. of Michigan (Nov), Euro Area Indicator of Negotiated Wage Rates (Q3), Moody's on the UK & Italy, ECB's de Guindos, Lagarde, Nagel; Fed's Williams, Barr, Jefferson, Logan; SNB's Schlegel.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Deadcast's overstuffed season finale unpacks Blues For Allah's oft-misunderstood title track, the unlikely story of its album art, & the remarkable coalition that manifested the Dead's September 1975 Golden Gate Park show, officially the New Age Bio-Centennial Unity Fair.Guests: David Lemieux, Ron Rakow, Al Teller, Ned Lagin, Steve Brown, Bill McCarthy, Larry Weissman, Gary Lambert, Ed Perlstein, Joan Miller, Geoff Gould, Dan Hanklein, Raymond Foye, Nicholas Meriwether, Shaugn O'Donnell, Chadwick Jenkins, Keith EatonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks extended losses throughout the session following a similar lead from Wall Street, which had seen heavy losses on Monday. Overall newsflow in APAC hours was quiet, although tech stocks were among the laggards in the region.DXY traded flat for most of the session and eventually drifted lower before dipping under 99.50 despite quiet newsflow, but as haven FX (JPY and CHF) gained amid risk aversion. JGB futures saw limited movement at the short end while the long end continued to weaken, pushing the 20-year yield to its highest level since July 1999. Bitcoin saw deep losses and eventually fell under the USD 90,000 mark to levels last seen in April, whilst Ethereum fell under USD 3,000.European equity futures are indicative of a lower cash open, with the Euro Stoxx 50 future down 1.1% after cash closed 0.9% lower on Monday.Looking ahead, highlights include US ADP Weekly Estimate, US Factory Orders (Aug), US Durable Goods (Aug), and Japanese Trade Balance. Speakers include ECB's Elderson; BoE's Pill, Dhingra; Fed's Barr, Barkin. Earnings include Home Depot, Baidu, Medtronic, PDD; Imperial Brands, Diploma.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Aujourd'hui, on est officiellement entrés dans la zone où les marchés transpirent plus que les traders en 2008 : burn-out complet de l'IA, panique autour de Nvidia, la FED qui flippe, et… le Japon qui est peut-être en train de faire sauter le système financier mondial sans que personne ne bronche. Oui, rien que ça. Entre un 10 ans japonais à 1,71%, le yen carry trade qui menace d'exploser façon Fukushima, 1'100 milliards de Treasuries qui pourraient rentrer à la maison, et Nvidia qui doit jouer le rôle du Messie demain soir… on est dans un épisode de Game of Thrones version financière. Sauf que cette fois, même Powell ne peut plus sauver le royaume. Dans cette vidéo, je te décortique : l'essoufflement brutal de la tech la nervosité des marchés avant Nvidia le Japon qui retire la prise après 30 ans de liquidité gratuite le carry trade qui vacille les valorisations qui tremblent et pourquoi Tokyo — pas Washington — tient le vrai bouton nucléaire financier. C'est drôle, c'est noir, c'est technique, c'est impertinent. Bref : c'est Morningbull Live

S&P futures are pointing higher today. Asia equities ended higher, Europe opened with strong gains. US dollar unchanged. Treasury yields higher across tenors, JGB yields also up. Crude oil futures higher. Precious metals up with gold back above $4K. Base metals mixed. Cryptocurrencies also rallying. Risk sentiment supported on news that US Senate is nearing deal to end government shutdown with enough Democrats in support. Compromise said to involve fully funding Departments of Agriculture and Veterans Affairs for a year while partially funding other agencies through 30-Jan. Agreement guarantees laid-off federal employees will be re-hired and given backpay. Any deal would also unblock release of delayed economic data, providing colour on December rate cut prospects. White House also warned of a potentially negative Q4 GDP print from shutdown that extended past Thanksgiving. Companies Mentioned: Accor, Metsera, Pfizer, Novo Nordisk

The Deadcast explores Bobby Weir's guitar étude, “Sage and Spirit,” speaking with one of the song's namesakes, Sage Scully, before taking an extended trip to legendary Dead show at the Great American Music Hall in August 1975, where the song received its only full live performance.Guests: David Lemieux, Donna Jean Godchaux MacKay, Sage Scully, Ron Rakow, Al Teller, Steve Brown, Roger Lewis, Lee Brenkman, Steve Schuster, Gary Lambert, Deb Trist, Ed Perlstein, Danno Henklein, Joan Miller, Steve Silberman, Michael Parrish, Keith Eaton, Shaugn O'Donnell, Benny LanderSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We explore how the dreamy delicacy of Crazy Fingers came about at a time of great tumult in Grateful Dead history, with visits from new record company boss Al Teller of United Artists and Seastones composer Ned Lagin, plus a stop at Winterland for the Bob Fried Memorial Boogie.Guests: David Lemieux, Al Teller, Ron Rakow, Ned Lagin, Gary Lambert, Michael Parrish, Danno Henklein, Ed Perlstein, Geoff Gould, Jay Kerley, Blair Jackson, Shaugn O'Donnell, Chadwick Jenkins, Christopher Coffman, Nicholas MeriwetherSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bobby Weir & John Perry Barlow's classic “The Music Never Stopped” came into being when the music was briefly in danger of stopping, the song transforming from live jam to final form as the Dead struggled to solve the financial difficulties that came with a retirement from the road.Guests: David Lemieux, Ron Rakow, Steven Schuster, Steve Silberman, Sean Howe, Shaugn O'Donnell, Chadwick Jenkins, Christopher Coffman, Graeme Boone, Eric Lindquist, Benny LanderSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks began the week mixed amid several holiday closures throughout the week and the ongoing US government shutdown.Nikkei 225 rallied, JPY fell and the JGB curve steepened amid hopes of fiscal loosening and a delay to BoJ policy normalisation following Sanae Takaichi's LDP leadership victory.Crude futures gained after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Israel and Hamas are preparing for mediated negotiations on Monday in Egypt; hopes for a ceasefire have increased.NEC Director Hassett commented that mass layoffs of federal workers will begin if President Trump sees that shutdown talks are going nowhere.Looking ahead, highlights include EZ Construction PMI (Sep), Sentix (Oct), Retail Sales (Aug), US Employment Trends (Sep), New Zealand NZIER (Q3), BoE's Bailey, ECB's de Guindos, Lane, Escriva & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were firmer, with gains across the board following a positive handover from Wall Street, where tech outperformed, whilst the US jobs reports this week look set to be delayed after CR votes failed again on Wednesday, as expected.Fitch said a US government shutdown does not have near-term implications for the ‘AA+'/stable US sovereign rating; S&P estimated the shutdown could reduce GDP growth by 0.1–0.2 ppts per week.10yr JGB futures came under pressure after the 10yr JGB auction, which printed a lower cover ratio than the prior sale and followed the recent 2yr JGB auction that saw the weakest cover ratio since 2009.The US will provide Ukraine with intelligence for missile strikes deep inside Russia, and US officials are asking NATO allies to provide similar support, via WSJ.Looking ahead, highlights include Swiss CPI (Sep), EZ Unemployment (Aug), US Challenger Layoffs (Sep), BoJ's Uchida, Fed's Logan, ECB's de Guindos, BoC's Mendes, Supply from Spain, France, and the UK.Due to the US government shutdown, the following US data will not be released: Weekly Claims, Factory Orders (Aug), Durable Goods Rev. (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Deadcast unpacks the two-part extra-heady “King Solomon's Marbles”/'Stronger Than Dirt or Milkin' the Turkey,” using the instrumental to get into the Dead's 1975 dalliances with holography, as well as Phil Lesh's other unfinished pieces from Blues For Allah.Guests: David Lemieux, Ned Lagin, Ron Rakow, Eugene Dolgoff, Michael Parrish, Ed Perlstein, Keith Eaton, Nicholas G. Meriwether, Shaugn O'Donnell, Chadwick JenkinsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Deadcast examines how Franklin's Tower bucked every trend on Blues For Allah to become one of the Dead's all-time classics, including a tape of its studio creation, a look into the multi-tracks, & a rare line-by-line breakdown by lyricist Robert Hunter himself.Guests: David Lemieux, Geoff Gould, Jürgen Fauth, Shaugn O'Donnell, Chadwick Jenkins, Will Backstrom, Max Ritchie, Hannah GrabbensteinSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Key Asian stock gauges fluctuated Wednesday after the S&P 500 hit a record on hopes the Federal Reserve will cut interest rates to curb a jobs downturn. Shares in South Korea rose in early trading, while those in Japan and Australia were mixed. US equity futures contracts edged higher after Big Tech lifted the index on Tuesday, even as most shares fell. After fresh signs of a cooling labor market, investors are bracing for inflation reports in the coming days that will help shape next week's Fed meeting and the path of rate cuts into 2025 — a key test for whether Wall Street can sustain this month's rally. Money markets are almost fully projecting three Fed cuts this year, with US producer and consumer price index data due this week. We take a closer look with Zachary Hill, Head of Portfolio Management at Horizon Investments.Meantime, the yen was little changed early Wednesday after gaining Tuesday, following a report that Bank of Japan officials may raise interest rates again this year, regardless of domestic political instability. The timing of the BOJ report will make JGB traders a bit nervous about today's 5-year auction, which could mean a lower bid-to-cover ratio than last month's 2.96. However, after an initial knee-jerk selloff investors will likely find that secondary yields above 1% already price in a BOJ tightening. For more, we hear from Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

S&P futures are currently up +0.3% and pointing to a higher open today. Asian equities were mixed, with notable declines in Greater China and Japan, while South Korea and Taiwan posted gains. European equity markets are firmer in early trades with major benchmarks all advancing. The JGB 30-year yield hit a record 3.285%, driven by a global selloff in ultralong bonds amid fiscal debt concerns. The 30-year gilt yield also reached its highest level since 1998. Companies Mentioned: Google, Aon, TSMC

APAC stocks were predominantly lower following the weak handover from Wall St; sentiment dampened by global debt concerns.European equity futures indicate a higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 1.4% on Tuesday.DXY is holding onto yesterday's gains, JPY and GBP remain softer vs. the USD after a bruising session on Tuesday.USTs lack direction following yesterday's bear-steepening. Bunds are a touch softer, JGB tracked recent losses in global peers.Crude futures lacked conviction after whipsawing yesterday, spot gold is steady after printing another fresh ATH.UK Chancellor Reeves has pencilled in November 26th for the date of the Budget, according to Huffington Post.Looking ahead, highlights include EU Producer Prices, EZ, UK, US Services PMI (Final), US Durable Goods R (Jul), JOLTS Job Openings (Jul), NBP Announcement, Fed Beige Book, BoE's Mann, Breeden, Bailey, Lombardelli, Greene & Taylor, ECB's Lagarde, RBA Governor Bullock, Fed's Musalem & Kashkari, Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Deadcast uses Blues For Allah's complicated instrumental Slipknot! to explore the musical and creative ambiguity the Grateful Dead pursued in early 1975, when there both was and wasn't a Grateful Dead, & their public reemergence at Bill Graham's S.N.A.C.K. benefit that March.Guests: David Lemieux, Ned Lagin, Ron Rakow, Steve Brown, Gary Lambert, Joan Miller, Jay Kerley, Chadwick Jenkins, Shaugn O'Donnell, Melvin BackstromSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Slide deck for today's podcast: https://bit.ly/47eartf   - Be sure to check out the many links, including those discussed on today's podcast, together with the chart of the day, over at the johnjhardy substack. (available within two hours of this episode upload) Today we focus on possible correction targets for this drawdown, should it continue, and welcome Saxo Equity Strategist Ruben Dalfovo to the pod, who leads us through his assessment of Nvidia going into next Wednesday's critical earnings call. The China angle for Nvidia is picking up interest of late - will China try to "go it alone" entirely on AI silicon and systems? Also on the pod, a reminder to keep an eye on the JGB market, which continues to pressurize, a look at the Jackson Hole speech incoming later, a preview of other earnings and the economic calendar and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

In this episode, Tales From The Green Room presents their conversations with Joe Marcinek and Jeremy Hoenig recorded before their respective performances during Jazz Fest 2025 in New Orleans – featuring two  musicians swimming in the same music circles in the San Francisco Bay Area and nationally - and both connected with Melvin Seals!   Marcinek joins the show before his stellar appearance leading Dead Funk Summit during the Crawfish Festival at The Broadside, and is joined by soulful percussionist, drummer, vocalist, Rick King – a member of the Summit on this day.  King talks about getting drawn into the Grateful Dead vibe, including with his own band, Rick King's Royal Hustle, elaborating on how magic happens on stage with Marcinek. Hoenig sits down with the hosts before holding down the beat on drums at his gig with Melvin Seals & JGB at Café Istanbul -  made possible by venue host Mitch Stein, responsible for curating a stellar lineup of musicians at the venue during Jazz Fest.The Marcinek segment – recorded the very day his new album, The Groove Sessions, was released -  delves into Joe's late entry into music, his love for New Orleans sounds, the evolution of his Dead Funk Summit project now taking on a life of its own, and the special energy created by different musicians joining the venture around the country - including the likes of George Porter, Jr. and the aforementioned, Melvin Seals. The Crawfish King, Shaggy Davis, even makes a cameo during the interview! Hoenig talks about his own musical journey  from being inspired by his father's record collection to his current gig with the iconic Seals, playing with Camille Boudin of The Radiators, and reflects on “falling into the groove” playing beats the first time he entered the New Orleans music scene. Jeremy identifies a cadre of his favorite New Orleans drummers and how playing with Melvin Seals & JGB is the perfect fit for him. Joe Marcinek, Rick King, and Jeremy Hoenig go in depth sharing their experiences in the music scene, their love for improvisation, and the collaborative spirit they embody, providing for a heartwarming and informative episode.HIGHLIGHTSWhen you have a band that plays all the time, it's easy to kind of go through the motions…where if you've never played together or it's something new, everyone's really locked in. Are we hitting the changes? Are we going to the move? Any little change that a musician does, that's when the magic happens.-Joe Marcinek on brining in different musicians to his "Dead Funk Summit"I read something about Miles Davis saying, “ I don't talk to my musicians about music, because if I would have to talk to 'em about it, I hired the wrong people in the first place. And I always think about that.-Rick King on the possibility of creating situations where magic can happen on stage among musicians, if you talk too much about it. You can imagine how proud I am  to be playing this music, which for me has all the styles that I love, and  the music I gravitate towards. It's blues, it's funk, it's reggae, it's jazz, it's country. It's all these rhythms. And Jerry knew, when he had his own band, he wanted to explore all those different things. So that's why I feel it's a very good fit for me… and personally, I just, I enjoy it. It lets me have everything that I love in one band.-Jeremy Hoenig on being a member of "Melvin Seals & JGB"PHOTOSBackstage Photos at NOLA Crawfish Fest – 4.29.25 – by Appelbaum ImagesSPONSOR SHOUT OUTSSpecial Thanks to Son Vo  (Jerry's Middle Finger) for his expert audio engineering skills editing the interview with Joe Marcinek and Rick King- recorded in a very noisy, outdoor backstage area at the Broadside in New Orleans during the Crawfish Festival - making this episode possible! Son Vo is also a talented writer! Check out his compelling story, now available as an audiobook: Tales of the Mekong Delta Bluesman - Autobiography of Son Vo@sonvosongsSpecial thanks also to Mitch Stein - producer of JazzFest after shows at Café Istanbul - for welcoming us to the venue and accommodating our interview with Jeremy Hoenig! Checkout and download Mitch's DEADSHOWZ App – The most powerful mobile Grateful Dead search engine on the planet! LINKSJOE MARCINEKhttps://www.joemarcinekband.com/The Groove Session – Album – Joe Marcinek Bandhttps://www.jesusmolina.org/https://www.groovesessionmusic.com/Upcoming ShowsJoe Marcinek's Dead Funk Summit w/ Melvin Seals, Tony Hall, Cliff Porter, and Rick King 22 Aug  -Good People Good Times Music Festival 2025 – Nashville, IN23 Aug - Rockopelli Music Fest 2025 -  Crown Point, IN24 Aug – Park Theater - Holland, MIJoe Marcinek Band31 Aug – Sunday Is Dead – Harlan Records, Outside Show,  San Francisco, CA 4pm – 7:15pm    w/ Angeline Saris, Dylan Teifer, Jerry Saracini, Jeff Hobbs, Jen Freebairn)Event Organized by Mr. Hat Presents27 Sep  - Michigan City's Last Splash Fest 2025 - Michigan City, INRICK KINGRick King's Royal Hustlehttps://www.honeyislandswampband.com/Upcoming Shows

The Grateful Deadcast points itself towards 1975 to begin a song-by-song celebration of Blues For Allah's 50th anniversary, loaded with raw session tapes, early lyric drafts, & the story of how the Dead built a new studio, musical language, batch of songs, & LP from the ground up. Guests: David Lemieux, Donna Jean Godchaux-MacKay, Ron Rakow, Stephen Barncard, Ned Lagin, Steve Brown, Gary Lambert, Keith Eaton, Shaugn O'Donnell, Chadwick Jenkins, Matt CampbellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Grateful Deadcast visits the set for the Grateful Dead Movie, aka the Dead's five “retirement” shows at Winterland in 1974, with heads who attended. This bonus episode is a re-run of the 2nd half of Deadcast Season 9, episode 8.Guests: Donna Jean Godchaux-MacKay, Ron Rakow, Ned Lagin, David Grisman, , Steve Brown, Richie Pechner, Jerry Pompili, Jim Sullivan, Gary Lambert, Geoff Gould, Joan Brown, Michael Parrish, Corry Arnold, Strider Brown, Jay Kerley, Rita Fiedler, Rene Tinner, Lee Ranaldo, Gregory Barette, Ron Long, Brian AndersonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Good Ol' Grateful Deadcast is thrilled beyond all audible frequencies to begin its 12th season by welcoming Dan Healy, the Grateful Dead's in-house sound wizard for most of their career, for tales from three decades in pursuit of high and higher fidelity.Guest: Dan HealySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, hosts Dennis Strazulo and Tami Larson explore the journey of Sunshine Garcia Becker (Furthur, Sunshine Garcia Band) on her mission to curate an all-female Grateful Dead tribute band, with the purpose of expanding the involvement of women as key players in the live music scene. Sunshine is joined on the show by drummer Anna Elva (Smokedaddies, Mark Karan's Buds, West Grand Boulevard, Stu Allen & Mars Hotel), bass player Jennifer Rund (Jenerator, Talley Up, Mangobu, Lumanation),  keyboardist Richelle Scales (The Richelle Scales Project)  and rising star, guitarist Bella Rayne – all successful musicians playing with other bands. The ladies are joined by “token” male, Zach Nugent (Dead Set, Melvin Seals JGB), honored to be supporting the group and recalling his wonderful experiences playing alongside women with Melvin Seals JGB. Together they form the newly named band, American Beauties (formerly China Dolls), visiting with Tales From The Green Room before their debut performance at Ashkenaz in Berkeley, CA during International Women's Month.Band members share their personal journeys, the importance of  female representation, and the struggles and progress of women in live performances. The conversation is interspersed with humorous and heartfelt moments, ultimately emphasizing the ongoing efforts to foster a supportive environment for female musicians and lauding Sunshine's tireless efforts creating American Beauties.Check out  members of American Beauties during GD60 weekend (8/1-3) and during The Daze Between (8/1 - 8/9) in SF & Sonoma County &  Zach Nugent during The Daze Between in Concord, NH, Killington, VT, Middlebury, VT, Newton, NY, and Middletown Springs, VTUpcoming Shows Jerry Day After Party - August 2, 2025 - Norton & Harrington (Jerry Garcia St.), San Francisco, CA - 6pmw/ Sunshine Becker, Jon Chi, Anna  Elva, Angeline Saris, Jordan FeinsteinSunshine Garcia Band, HopMonk – August 7, 2025, Sebastopol, CA - 8pmw/ Sunshine Becker, Jon Chi, Scott Guberman, Angeline Saris, Jerry Saracini, Bella RayneSee Bella Rayne with  Shakedown Citi, August 9, 2025 at The Hamilton Live, Washington, D.C.Zach Nugent TourHighlights Spreading love and kindness and joy and being silly with each other. That's really what's gonna get us through. So, when you are lost or distraught or in the darkness for a little too long, just ask yourself, what can I do? What am I good at? What do I love doing.. and do that.~Sunshine Garcia BeckerI spent a lot of time in Melvin Seals and JGB. And a third of that band is women.  I had the most spiritual and wonderful and warm and special experiences of my life on stage, off stage with the women in JGB.~Zach NugentEverybody here knows exactly how it started for me. And I would say that being thrown into that is such a big part of my story and being literally thrown in headfirst. I learn so much still every day from everybody that I play with. And I say that I'm still pretty malleable and just pick up on a little bit of whatever I can.~Bella RayneThe last maybe six months, I've had at least two people tell me they've never seen a woman play drums. We play for these kids and those are some of my favorite ones because there's so many little girls there and they don't get to see bands often…for them, the one or two times they ever see a band, to see at least one woman on stage…I love that.~Anna Elva LinksSunshine Garcia BeckerAnna ElvaBella RayneJen RundRichelle ScalesZach NugentMusicFoolish Heart – Sunshine Garcia Band Live at Sweetwater Music Hall – 2016-08-09Jessica Fierro, Amy Berry, Ezra Lipp, Peter Lavezzoli, Matt Hartle, Mark Karan, David Gans, Robin Sylvester, John Paul Mc Lean, Danny Eisenberg, Sam Johnston, Jordan Feinstein, Mitch SteinMidnight Moonlight - Sunshine Garcia Band - Daze Between Festival - 2022-07-09 Sunshine Becker, Halina Janusz, Lisa Marlsberger, Stephanie Salva, Corrinne West, Zach Nugent, Jon Gold, Justin Purtill, Rodney Newman.Thank you, Sarah Travis and Ashkenaz!

The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. Eurodollar University's conversation w/Steve Van Metre********If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/********https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

“This is a very difficult, fragile situation,” says Peter Boockvar, editor of The Boock Report and CIO of OnePoint BFG, reacting to the tense exchange between Donald Trump and Fed Chair Jerome Powell last week. “Beating down the Federal Reserve Governor is not going to get you what you want.”In today's interview with Daniela Cambone, Boockvar warns of rising global yields and why investors should “watch JGB yields every morning,” pointing to Japan as a key driver of long-term U.S. interest rates. “There is an aversion to taking on too much duration in sovereign bond land... and that is a big deal.” On gold, Boockvar explains why he expects another year of massive gold buying: “They are further diversifying their reserve holdings and want to own less dollars… Gold is now number two in that reserve pie.”✅ FREE RESOURCESDownload the Ultimate Decision-Making Guide on Gold & Silver plus Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

RenMac talks tariffs and who really bears the burden, Trump's Fed site-visit and true objective, the narrow market excuse and why it's more bearish propaganda than insightful utility, and the negative global liquidity story imbedded in JGB normalization and the Yen carry trade unwind.

After another week of Trump-driven financial market volatility, attention now turns to Japanese politics. Derek Halpenny, Head of Research, Global Markets EMEA and International Securities, sits down with Chris Jakubowski, Head of Hedge Fund FX Sales, to discuss Sunday's upper house election and its potential implications for the markets next week and beyond. Upper house elections in Japan are typically low-impact events, but this one feels different. Could we see renewed JGB volatility? What might the results mean for USD/JPY, and is there a risk of a sovereign credit rating downgrade? Derek and Chris also explore the “demise of US exceptionalism” narrative in light of the latest US capital flow data.

Enjoying the Ride: On TourThe Deadcast season finale hits shows at 3 legendary venues, exploring Dick Latvala's transformative experience at Red Rocks ‘79, Hollie Rose's tour journal, the wonders of the Alpine Valley parking lot, & when Shakedown Street got its name.Guests: David Lemieux, Jay Kerley, Hollie Rose, Rebecca Adams, Bill Lemke, Phil Garfinkel, Jim Jonze, Tom Ryan, Art Moss, Lisa Hitchcock, David Van Divier, Scott Bauer, Julie Dock, Mobile SteeleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Deadcast cruises down the eastern seaboard, including stops in Hartford, Hampton, Philadelphia, and Landover, featuring touring tips, another police chase, & a visit to the White House.Guests: David Lemieux, Sam Cutler, Dennis Alpert, Tyler Roy-Hart, David Leopold, John Leopold, Rebecca Adams, Brian Schiff, Gary Lambert, Chris Goodspace, Winslow Colwell, Scott Jones, Chad EylerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.