Podcasts about Jobless claims

In Wednesday's half-day of trading, Kevin Hincks looks at the latest weekly Jobless Claims and MBA Mortgage Application data, and what it could mean for the overall economy. Gold and Silver futures continue to rally, while crude is rebounding as the U.S. sends more troops to the Caribbean in an escalation with Venezuela.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In Wednesday's shortened trading day, Kevin Green examines the weekly Jobless Claims and trends in the housing sector with the release of the MBA Mortgage Application data. Stocks hit new highs this week, setting up a possible continuation of the market rally into 2025. Green also flags possible concerns for markets next year, with rate cuts possibly being pulled back due to strong growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kevin Green breaks down the CPI print to highlight why investors see improvement in the inflation picture. However, he points to some caveats that show some separation in the trend. KG then takes a look at the other side of the Fed's dual mandate through the latest jobless claims print. As for crypto, KG explains how Bitcoin's rebound and consolidation set-up today is crucial to avoid another plunge to $80,000. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

APAC stocks were mostly lower following on from the tech-led selling stateside and ahead of US inflation data and a slew of upcoming central bank decisions.US President Trump's primetime address to the nation made no mention of a US blockade against Venezuela or Russian sanctions.US President Trump said he will soon announce the next Fed chair and that the new Fed chair will believe in lowering interest rates by a lot.US equity futures traded rangebound with little reaction seen following President Trump's primetime address and as participants awaited US CPI data.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.6% on Wednesday.Looking ahead, highlights include US CPI (Nov), Jobless Claims (w/e 13 Dec), Philly Fed (Dec), Japanese CPI (Nov), NZ Trade Balance (Nov), ECB Announcement, BoE Announcement, Norges Bank Announcement, Riksbank Announcement, CNB Announcement, Banxico Announcement. Speakers include Norges Bank's Bache, Riksbank's Thedeen, ECB's Lagarde & BoE's Bailey, Supply from US, Earnings from Carnival, Nike & FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he will soon announce the next Fed chair and that the new Fed chair will believe in lowering interest rates by a lot.European bourses are mostly firmer; US equity futures also gain, with mild outperformance in the NQ.DXY is slightly firmer as traders await US CPI; GBP underperforms a touch ahead of the BoE, EUR awaits the ECB.Fixed income grinds higher; Bunds saw some modest downticks after Germany's DFA announced their 2026 issuance plan, which came in slightly above analyst expectations.Crude complex was initially firmer but now hovering just above the unchanged mark, as Trump avoided mentioning Venezuela/Russia in his primetime address.Looking ahead, highlights include US CPI (Nov), Jobless Claims (w/e 13 Dec), Philly Fed (Dec), Japanese CPI (Nov), NZ Trade Balance (Nov), ECB Announcement, BoE Announcement, CNB Announcement, Banxico Announcement. Speakers include ECB's Lagarde & BoE's Bailey, Supply from US, Earnings from Carnival, Nike & FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we start with news there were many central banks reviewing their settings overnight and most stayed unchanged.But first up today we can report a considerable surprise in the November CPI result. Markets had expected a 3.1% rate. But there was no October reading due to shutdown problems and this may have affected the collecting of November data. In any case the official November result was published as a rise of 2.7%, a sharply lower level no analyst saw coming. Apparently, falling rents were a big part of the retreat. (And don't forget, the last US BLS boss who delivered unwelcome results was fired by the Administration.). In any event, financial markets have taken it at face value, accepting there is no affordability problem, Just as the President has claimed.And official US initial jobless claims came in at the expected +255,000, so there are now 1.882 mln people on these benefits, fractionally more than the 1.864 mln in the same week a year ago.In non-Administration controlled data, the news isn't so bright. The Philly Fed's December factory survey fell sharply again, retreating as it has done in the past two months. And this came as new orders actually rose, although from a low level. It is a survey that has reported 'future conditions' very positive for more than a year now, but also reporting 'current conditions languishing.The similar Kansas City Fed factory survey fell into a mild contraction in December, a sharpish fall from November. Again, those surveyed were still upbeat probably because new orders ticked higher. But more companies are reporting higher prices paid for supplies.In Canada, they are reporting rising SME business optimism, and the highest since May 2022.The Taiwan central bank held its policy rate unchanged at 2% overnight. The ECB held their unchanged too at 2.15%.Sweden held their 1.75% rate unchanged as well at their overnight meeting. Norway held their at 4.0%. But the English central bank had a need to cut theirs, by -25 bps to 3.75%, in a split 5-4 decision (the four dissenters wanted no cut.) Japan will review its policy rate later today and is widely expected to raise it by +25 bps.In Australia, inflation expectations rose to 4.7% in December from 4.5% in November, and have now been at or above 4.5% for six of the past seven months.Global freight rates for containerised cargoes rose +12% last week to be -43% lower than year-ago levels. The latest rise was driven by very much stronger demand in the outbound China to the US rates. Separately, bulk cargo freight rates fell -13% last week but are now +50% higher than year ago levels.The UST 10yr yield is now at 4.13%, down -3 bps from this time yesterday.The price of gold will start today at US$4367/oz, and up another +US$35 from yesterday, and which we make as a new record high. Silver is at US$65/oz and sharply back off its record high.American oil prices are slightly firmish from yesterday at just under US$56.50/bbl, while the international Brent price is still just under US$60/bbl.The Kiwi dollar is unchanged from yesterday, still at just on 57.8 USc. Against the Aussie we are -20 bps softer at 87.3 AUc. Against the euro we are up +10 bps at 49.3 euro cents. That all means our TWI-5 starts today just under 62, and again little-changed from yesterday.The bitcoin price starts today at US$88,092 and up +1.6% from this time yesterday. Volatility over the past 24 hours has been moderate, at just on +/- 2.3%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

US markets pushed higher yesterday with fresh record closes for the Dow and the Standard and Poor's five hundred, even as tech stocks lagged on renewed artificial-intelligence spending worries. Investors also reacted to a surprising jump in jobless claims and a sharply narrower trade deficit.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Singapore shares rose today, tracking gains seen across Asian markets. The Straits Times Index was up 1.26% at 4,577.92 points at 1.15pm Singapore time, with a value turnover of S$816.74M seen in the broader market. In terms of counters to watch for today, we have CDL, UOL, and GuocoLand, after DBS Research took a bullish stance on Singapore property counters, initiating a sector-wide lift in its target prices for developers including CDL, UOL and GuocoLand. Elsewhere from how earnings from chip titan Broadcom failed to meet investors’ lofty expectations, to higher than expected initial jobless claims numbers out of the US, more corporate and international headlines remained in focus. Also on deck, how Lululemon Athletica said its CEO Calvin McDonald was leaving the company without a replacement. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.See omnystudio.com/listener for privacy information.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights mixed global equity performance following the Fed's quarter-point rate cut and a sharp rise in U.S. jobless claims that has unsettled markets. European indices trade higher as investors weigh dovish policy signals, while Switzerland holds rates at zero amid soft inflation. Commodities weaken with a steep drop in oil, and crypto retreats as risk sentiment fades following disappointing tech earnings.

Thursday morning's downside action can be attributed to a number of movers, though Kevin Hincks says it's weakness worth watching. He takes investors through the jobless report which showed 236,000 initial claims. Kevin makes the case Thanksgiving week skewed the numbers. On the Fed, he sees a path for quantitative easing as the FOMC looks to buy $40 billion in treasury bills. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The latest in business, financial, and markets news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the world's economy is handling the US tariff-tax buffeting quite well.Financial market reactions to the US Fed rate cut yesterday, and the nature of its split decision, has seen the USD fall, bonds shift to a risk averse tone, and Wall Street retreat, although it has recovered to break-even in the past hour. The oil price has fallen as demand estimates in the US fade.Today, in a very big shift, there were 313,100 actual initial jobless claims last week in the US which is the largest weekly rise since early in 2020. There are now 1.965 mln people on these benefits, +2% more than at this time last year.We should also note that the US home ownership rate in Q3-2025 was 65.3%. A year ago it was 65.6%. (In New Zealand it is 66.0%.) Their rental vacancy rate is now 7.1%, up from 6.9% a year ago.US wholesale inventories are rising according to late-released September data, now up +4.8% from a year ago. But their inventory-to-sales ratio isn't anywhere near concerning levels yet.US exports rose marginally in September, largely driven by the export of gold which accounted for 70% of the monthly rise. Computer exports fell, and travel receipts by visitors also retreated notably. Meanwhile imports into the US were little-changed. The shift of gold out enabled them to record their lowest trade deficit since 2020.In Canada however, their export growth was much stronger, and also featuring gold. Their exports jumped +6.3%, while imports were down -4.1%. That turned a trade deficit of -C$6.4 bln in August to a small trade surplus of +C$153 mln surplus in September and ending the 2025 negative monthly outcomes. Canada's exports of aircraft, and energy products (oil and electricity) rose significantly in September.Across the Pacific, Japan's Business Survey Index for large manufacturers rose to +4.7% in Q4-2025, up from 3.8% in the prior quarter and the strongest reading this year. This was better than expected, underscoring continued resilience despite trade frictions, growth concerns and their mounting fiscal risks.China has signaled that 2026 economic support from Beijing will be more modest than many had thought it would be.Switzerland reviewed its interest rate overnight and left it at 0%. They have inflation at +0.2%.We can also note the Central Bank of Turkey cut its policy rate by -150 bps to 38% overnight, a fourth consecutive reduction, and by more than markets expected. They claim inflation is starting to ease, especially food inflation. Overall inflation is still running over 30% pa, although that is half the rate of a year ago.In Australia, their November labour market report showed employment fell -21,300 (s.a.) from October, an unexpected result, but remained +182,400 higher than a year ago. Full-time employment fell -56,500 but part-time employment rose +35,200. Their jobless rate was stable at 4.3%. Underemployment rose to 6.2%.Container freight rates rose +2% last week from the prior week, largely on the back of rising rates from China to the EU. Rates from China to the US are falling as trade volumes ease. These container rates are now -45% lower than year-ago levels. Meanwhile bild cargo rates are +111% higher than year-ago levels, after last week's -14.8% fall off the recent peak.The UST 10yr yield is now at 4.12%, down -4 bps from this time yesterday.The price of gold will start today at US$4273/oz, and up +US$70 from yesterday and back near its peak. And we should note again that silver has set a new record high, just under US$64/oz with another big move.American oil prices are down almost -US$1 at just over US$57/bbl, while the international Brent price is just under US$61/bbl.The Kiwi dollar is +30 bps firmer from yesterday, now at just on 58.2 USc. Against the Aussie we are up +10 bps at 87.2 AUc. Against the euro we are down -20 bps at 49.5 euro cents. That all means our TWI-5 starts today at just under 62.3, and up +30 bps from yesterday.The bitcoin price starts today at US$89,977 and down another -2.5% from this time yesterday. Volatility over the past 24 hours has been moderate, at just over +/- 2.5%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

Plus: The European Commission has opened an antitrust probe into Meta Platforms over WhatsApp's AI policy. And the FBI has arrested a Virginia man in connection with Jan. 6, 2021, pipe bombs placed in Washington, D.C. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

When it comes to the stories largely missed on Thursday's trading action, Marley Kayden and Sam Vadas guide investors through the continuing Warner Bros. Discovery (WDB) bidding war, crypto's mulled trading action, and the initial jobless claims print. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Meta Platforms (META) cutting 30% of its budget for the Metaverse is something Kevin Green has on his radar for Thursday's trading session. He explains how a company push toward A.I. has investors bullish. On the macro front, he breaks down the slew of economic data that hit the wire, including initial jobless claims. KG explains why he sees the print as an "outlier." He later offers technical analysis of gasoline's 15-year price downtrend. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Trump admin is reportedly preparing to hold a high-level meeting to decide whether to provide licenses to allow NVIDIA (NVDA) to export the H200 to China, according to FT.US President Trump said the meeting between Russian President Putin, Special Envoy Witkoff and Kushner was a reasonably good meeting and "we'll see what happens".Trump's aides and allies were said to be discussing the possibility of Treasury Secretary Bessent also leading the NEC, according to Bloomberg; Bond investors reportedly warned the US Treasury over picking NEC Director Hassett as Fed chair, according to FT.USD/JPY pared gains after hawkish BoJ sources via Reuters suggested the central bank is likely to raise interest rates in December.APAC stocks were mostly higher following the positive momentum from Wall Street; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.6% after the cash market closed with gains of 0.2% on Wednesday.Looking ahead, highlights include Swedish CPIF, EZ Retail Sales, US Challenger Layoffs, Jobless Claims, Revelio Public Labor Statistics, Chicago Fed Labour Market Indicators (Final), Durable Goods, Factory Orders, Atlanta Fed GDP, BoE DMP. Speakers include BoEʼs Mann, ECBʼs Lane, Cipollone & de Guindos, Fedʼs Bowman. Supply from Spain, France & UK. Earnings from Kroger & Dollar General.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European equities opened higher, reflecting positive APAC momentum, though European news flow has been light. Central bank updates included hawkish BoJ sources alongside concerns about Hassett as Fed Chair. The BoJ is likely to raise interest rates in December in a government-approved move, according to Reuters and Bloomberg sources.DXY is trading near the lower end of its 98.798–99.029 intraday range, pressured by JPY strengthFixed income benchmarks are lower following the hawkish BoJ reports, though the associated softening in risk sentiment has provided a modest haven bid as the morning unfolded.Looking ahead, highlights include US Challenger Layoffs (Nov), Jobless Claims (w/e 29 Nov), Revelio Public Labor Statistics, Chicago Fed Labour Market Indicators (Final), Durable Goods (Sep), Factory Orders (Sep), Atlanta Fed GDP. Speakers include BoE's Mann, ECB's Lane, Cipollone & de Guindos, Fed's Bowman. Earnings from Kroger & Dollar General.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news of some notable and sudden rises in freight rates.But first, US jobless claims came in lower last week than expected at 197,200 in a holiday-affected period. Seasonal factors has expected a lesser decrease. There are now 1.7 mln people on these benefits nationally. A year ago, there were 1.66 mln on them.The November job cut tracking shows it was less than in October, coming in for the latest month at 77,000. That ends a strong of outsized monthly cutbacks although it is +24% higher than year-ago levels. In fact for only the sixth time since 1993 has the year-to-date level been higher than 1.1 mln and the 2025 level is now the highest since the pandemic.There was also catchup data out overnight for US factory orders for September. They were little-changed from August but were +5.3% higher than year-ago levels. They are still struggling to recover official stats and no revised dates are available for their October or November updates.Meanwhile the NY Feds tracking of global supply chain pressure shows it is easing. Their index eased to -0.16 in November, weakening from -0.09 in October. The index reflects deviations in global supply chain conditions relative to its historical average, with negative values indicating below-average pressure.EU retail sales were up +1.6% from a year ago in volume terms in October, better than the expected +1.2% gain. But that was a slowing in their retail expansion from what they have had for most of 2025.In Australia, household spending rose +5.6% in October from the same month a year ago, and that was its fastest rise since November 2023. It was up +1.3% from September alone, its fastest pace since January 2024 on that basis. Spending on all categories except fuel and health costs rose notably in the month. This data adds to the chance the RBA will be raising rates in 2026.Global container freight rates rose +7% last week from the prior week, ending the recent three-week retreats. Outbound rates from China to the US and to Europe rose while trans-Atlantic rates dipped. Overall container freight rates are now -45% lower than year-ago levels. Also rising, and even more sharply were bulk cargo rates, up +18% from a week ago and these rates are now +132% higher than year-ago levels.The UST 10yr yield is now at 4.10%, up +3 bps from this time yesterday.The price of gold will start today at US$4209/oz, and down -US$9 from yesterday.American oil prices are +50 USc firmer at just over US$59.50/bbl, while the international Brent price is now at just under US$63.50/bbl.The Kiwi dollar is little-changed from yesterday, now at just over 57.7 USc. Against the Aussie though we are down -10 bps at just under 87.3 AUc. Against the euro we are up +10 bps at 49.5 euro cents. That all means our TWI-5 starts today at just under 62.2, and little-changed from yesterday.The bitcoin price starts today at US$92,607 and virtually unchanged from this time yesterday. Volatility over the past 24 hours has been modest, at just over +/- 1.1%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

Results from Deere and initial weekly jobless claims are due with Wall Street on a 3-day win streak. Hopes for a rate cut surged this week and Alphabet keeps setting new highs.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.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.Diversification and rebalancing 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.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-1125) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of November. Later, the duo highlight the ongoing battle for A.I. leadership surrounding Alphabet (GOOGL), Nvidia (NVDA), and Oracle (ORCL). The possibility of a significant market move is discussed, especially given geopolitical headlines impacting a thinly traded market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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

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.European bourses are entirely in the green, with the FTSE 100 (+0.2%) trading cautiously ahead of the UK Autumn Budget; US equity futures are modestly firmer.DXY is essentially flat, NZD outperforms after the RBNZ cut rates by 25bps (as expected), but projections suggest a pause throughout 2026.JPY initially strengthened on reports 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 is now lower vs USD.Bonds are on the backfoot, paring recent upside; Gilts initially lagged, but now trading in-line with peers as traders eye Chancellor Reeves.Crude is a little lower as focus remains on Russia/Ukraine peace talks, 3M LME Copper surges.Looking ahead, highlights include US Dallas Fed (Oct), Jobless Claims (w/e 22 Nov), UK Autumn Budget, Fed Beige Book, Speakers including ECB's Lane & Lagarde, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with markets investors are looking sceptically at restarted US data and the outstanding Nvidia result.First, the American initial jobless claims reporting has restarted, and they say 216,700 new people filed for these benefits last week, up from 214,000 in the same week a year ago. There are now 1.727 mln people on these benefits, up from 1.66 mln a year ago and the highest since 2021.And for the record, they released their September non-farm payrolls report overnight too, claiming +119,000 new jobs created in the month. The non-seasonally adjusted data records a rise from the same month a year earlier of +1.2 mln, the least year-on-year rise since the pandemic. The related wage growth data was weak. And they also announced that they will not be releasing an October report.Meanwhile, the Philly Fed factory survey for October weakened again, including for factory orders. Inflation pressures were reported as higher. Despite all this extended depressed state, these firms say they are optimistic about the future.It was the inverse story for the same report from the Kansas City Fed. Current conditions were mildly positive and stable, cost pressures eased, but future prospects are less enthusiastic. New order levels dipped here too, but only slightly.In Canada, their October PPI came in +6.0% higher than year-ago levels, a rise. They may be surviving the trade war punishment from the US, but it is coming with higher costs.In Taiwan, their October export orders rose +25% from the same month a year ago. As high as that is, it just continues the stellar expansion they have reported all year.In China, they say they are going to extend their trade-in subsidy program, to keep their modest consumer spending levels underpinned.And as widely anticipated, the People's Bank of China kept its key lending rates at record lows for a sixth consecutive month in November. But there is increasing talk that they will be [pressured into reducing them at some stage to weigh against below-target growth.In Europe, German producer prices fell in October, down -1.8% from the same month a year ago.In Australia, the IMF told them that they should hike their GST, abandon their tax cuts, and spend more carefully if it wants to keep a fiscally sustainable economy.And Australia released its GDP by State (they call it GSP). On a real basis for the year to June 2025, NSW expanded +0.9%, Victoria by +1.1%, Queensland by +2.2%, South Australia by +1.0% and Western Australia by +1.3% from the equivalent 2023/24 year. The national rise was +1.4%. But on a per capita basis, only Queensland and Tasmania recorded gains. Nationally it was a -0.3% decline per capita.Global freight rates for container cargoes were unchanged over the past week, to sit -46% lower than year ago levels. But the weekly change masks rising outbound China to Europe rates, while outbound China to the US rates are falling. Meanwhile, bulk cargo freight rates rose +11% over the past week and are now +39% higher than a year ago.The UST 10yr yield is now at 4.11%, unchanged from this time yesterday.The price of gold will start today at US$4055/oz, and down -US$16 from this time yesterday.American oil prices have softened another -50 USc from yesterday to be just under US$59/bbl, with the international Brent price little-changed and still under US$63.50/bbl.The Kiwi dollar is now at just on 56 USc, and unchanged from yesterday. Against the Aussie we are up +10 bps at 86.8 AUc. Against the euro we are little-changed at 48.6 euro cents. That all means our TWI-5 starts today at just over 60.7, and little-changed from yesterday, and still its lowest since July 2009.The bitcoin price starts today at US$87,411 and down another -2.4% from yesterday and -11% below year-ago levels. In fact, it is falling as we publish. Volatility over the past 24 hours has been moderate at just on +/- 2.4%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

There are numerous risk-off signals hitting markets Tuesday morning, though Kevin Hincks points to A.I. speculation as the biggest. He explains that the attitude will persist heading into Nvidia's (NVDA) earnings Wednesday. Sentiment also hit Bitcoin, with the cryptocurrency turning negative for the year. As for the spontaneous jobless claims report, Kevin notes the higher number but makes the case investors should discredit the date of the report. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

US jobless claims at 232k in the October 18th week, via DOL; continuing claims 1.957mln.European bourses are entirely in the red, US equity futures are modestly lower.USD is choppy amidst early release of weekly jobless claims, JPY digests more verbal intervention.Bonds are benefiting from the risk tone, with some modest price action seen on a surprise jobless claims release.Crude and Copper continue to be dragged by equity selloff as XAU bounces at USD 4k/oz.Looking ahead, US ADP Weekly Estimate, US Factory Orders (Aug), US Durable Goods (Aug), and Japanese Trade Balance. Speakers include BoE's Pill, Dhingra; Fed's Barr, Barkin.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The University of Michigan's November consumer sentiment survey, and October private sector job cuts tracked by outplacement firm Challenger, Gray & Christmas, have raised concerns the US economy may be entering a recession. But data from ADP, state-level initial jobless claims, and the Chicago Fed's unemployment estimate, all paint a picture of a healthy economy. A closer look at the Challenger data, however, suggests the reason for job cuts is Artificial Intelligence. While AI might be able to displace humans in technology companies, it is unlikely to replace workers in many other sectors anytime soon. Still, it is clear labour is a primary worry in the market.

GDP and durable goods orders showed signs of strength in the fight against inflation, while the latest jobless claims highlighted progress on the jobs front. Kevin Hincks considers the data strong but notes the market pullback ahead of the opening bell. The issue? Kevin attributes the selling action to comments made by Fed Chair Jerome Powell earlier this week. He tells investors to keep their ears open with more Fed speakers making comments Thursday.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

APAC stocks traded mixed for most of the session before eventually tilting modestly higher, following a softer Wall Street handover.US President Trump is expected to sign the TikTok deal on Thursday, according to Semafor, citing an official; US President Trump is to sign executive orders at 15:30 ET (20:30 BST) on Thursday.The White House Budget Office instructed federal agencies to prepare workforce reduction plans for potential mass layoffs amid the threat of a government shutdown, according to Politico.Unidentified drones were observed over four airports across Denmark, causing one of them to close for several hours, according to Danish police.Looking ahead, highlights include German GfK Consumer Sentiment (Oct), US Durable Goods (Aug), GDP Final (Q2), PCE Final (Q2), Jobless Claims, Advance Goods Trade Balance (Aug), SNB Announcement, Banxico Announcement; Speakers include SNB's Schlegel, Fed's Goolsbee, Williams, Schmid, Bowman, Logan, Barr, Daly, and supply from UK, US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump is to sign executive orders at 15:30 ET (20:30 BST) on Thursday; potentially on TikTokThe White House Budget Office instructed federal agencies to prepare workforce reduction plans for potential mass layoffs amid the threat of a government shutdown, according to Politico.European bourses are lower and have recently made fresh troughs after the European Commission investigates SAP; US equity futures trade tentatively into a packed US data slate and Fed speak.USD is steady, Antipodeans lead whilst the Swiss Franc lags a touch.USTs are flat awaiting catalysts; Bunds are firmer amidst a subdued risk tone in Europe, Gilts little moved following a well-received tender.Crude is on the backfoot while XAU resumes its climb; Copper continues to build on the prior day's strength.Looking ahead, US Durable Goods (Aug), GDP Final (Q2), PCE Final (Q2), Jobless Claims, Advance Goods Trade Balance (Aug), Banxico Announcement; Speakers include Fed's Goolsbee, Williams, Schmid, Bowman, Logan, Barr, Daly, and supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The quarter-point Fed rate cut yesterday didn't move markets much, but helped banks and some consumer firms. Today brings weekly jobless claims and earnings from FedEx and Lennar.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned 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 decisions.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.Diversification and rebalancing 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.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0925) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good signs for the economy Thursday morning as Kevin Hincks highlights what he considers "solid" initial and continuing jobless claims. It added to an already-optimistic futures market that showed green arrows ahead of the open. Regional data continued to shine through the Philly Fed's much higher-than-expected print.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Mortgage rates have dropped to a new low for 2025, now averaging 6.27%. The surprising part? It happened even as inflation came in hotter than expected. The reason lies in a sudden spike in jobless claims, led by Texas, that shook bond markets and sent Treasury yields lower. In this episode, Kathy Fettke breaks down why labor data is outweighing inflation concerns, what continuing claims at a three-year high signal for the job market, and why bond traders are betting on a softer economy. You'll also learn what level of jobless claims could tip the U.S. into recession territory — and why the upcoming Fed meeting could be one of the most dramatic in years. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about the lowest mortgage rates of the year and how rates were impacted by the CPI report and jobless claims. Related to this episode: Mortgage rates hit new 2025 low as jobless claims spike | HousingWire ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker discusses the latest economic and market trends, including a sharp rise in jobless claims, Tesla's push into robotics and robotaxis, and Oracle's massive gains fueled by AI infrastructure growth.

Equities and Bonds Rally Amid CPI and Employment Data; Reflecting on September 11 In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida on the positive movements in equity and bond markets, with the DOW, S&P, and NASDAQ showing significant gains. He also covers recent economic data, including the CPI and jobless claims, and their implications for Fed rate adjustments. Additionally, Brian shares a personal reflection on the 24th anniversary of the September 11 attacks, highlighting the collective memory and tribute to those affected. 00:00 Introduction and Market Overview 00:15 Equity and Bond Market Rally 00:47 Inflation and Employment Data Insights 01:33 Federal Reserve Rate Expectations 01:57 Jobless Claims and Fed Policy 03:05 Valuations and Market Sentiment 03:51 Reflecting on September 11th 05:04 Conclusion and Upcoming Content Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Investor expectations for a rate cut fueled the rise. Plus: Paramount Skydance prepares a bid for Warner Bros. Discovery. And online-housing platform Opendoor's stock climbs after naming a new CEO. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

CPI showed a headline .4% increase, but what Kevin Hincks finds fascinating is how energy showed an increase where it decreased in the PPI. He talks about the differences between the prints and what it means for the inflation picture. As for the labor front, Kevin notes a higher-than-expected jobless claims number that he believes sets the Fed on a certain rate cut for September.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jeff Schulze warns of the labor market signaling a potential economic downturn after the latest Jobless Claims report. “It's been a tough job environment,” he says, but thinks deregulation, the ‘Big Beautiful Bill', and Fed rate cuts will buoy economic momentum next year. He thinks we need to “ratchet down our expectations” about job growth, though that “doesn't mean a weak economy overall.” Jeff also looks at AI in the labor market and potential productivity growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

In this episode, Scott Becker discusses the latest economic and market trends, including a sharp rise in jobless claims, Tesla's push into robotics and robotaxis, and Oracle's massive gains fueled by AI infrastructure growth.

APAC stocks followed suit to the mixed performance stateside, where the S&P 500 and Nasdaq printed fresh record highs.US President Trump's administration appealed the court ruling blocking the removal of Fed Governor Cook.US Senate Republicans are aiming to confirm President Trump's temporary Federal Reserve pick Stephen Miran as soon as Monday, according to Politico, citing two sourcesEU is reportedly very unlikely to impose crippling tariffs on India or China, the main buyers of Russian oil, as US President Trump urged the bloc to do so, according to Reuters citing EU sources.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.1% on Wednesday.Looking ahead, highlights include US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, IEA & OPEC Monthly Report, Supply from Italy and the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are modestly firmer, whilst US equity futures are mixed ahead of the ECB and US CPI.DXY is firmer and towards session highs; JPY underperforms, with USD/JPY rising to just shy of the 148.00 mark.USTs and Bunds are a touch softer into ECB/US CPI and a 30-year auction following a strong 3- and 10-year outing earlier this week.Industrial commodities and gold are subdued, awaiting key risk events; some modest upticks seen on Poland, Ukraine & Lithuania, calling the recent Russian drone incursion an “unprecedented” provocation.Looking ahead, US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, OPEC Monthly Report, Supply from the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Kevin Hincks dives into the August non-farm payrolls report which came in below estimates and revealed only 22k added jobs last month. Kevin says this now turns the focus to interest rates after it continues a trend of weak employment data this week including JOLTS and Jobless Claims. He adds the revisions to June and July painted slightly different pictures, but says what's weak for the U.S. economy isn't necessarily bad for the stock market. Kevin says inflation data and the Fed's September meeting will be "crucial" indicators for a "locked in" 25bps rate cut.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Even with ADP Employment and Jobless Claims data, Chris Versace says the latest ISM Services print will help determine Thursday's trading activity. Ahead of Friday's non-farm payrolls print, he believes looking at revised jobs numbers from the summer paint a picture of a continued slowing in the labor market. For the Fed's rate cut odds, Chris says it's "going to come down to the wire" as mixed messages continue to be shared from Fed governors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of the Decrypting Crypto podcast, hosts Matt Howells-Barby and Austin Knight discuss the current state of the crypto market, influenced heavily by macroeconomic factors. They analyze Nvidia's recent earnings report, the implications of jobless claims data, and the potential for rate cuts by the Federal Reserve. The conversation highlights the growing role of institutional investment in crypto and the market's response to inflation and economic indicators. As they look ahead, the hosts express optimism about the crypto market's trajectory while acknowledging the volatility and uncertainty that may lie ahead.Chapters00:00 Introduction and Weekend Plans03:14 Market Overview and Macro Influences08:22 Nvidia Earnings and AI Market Dynamics15:21 Jobless Claims and Economic Indicators22:09 Core PCE and Inflation Expectations30:26 Future Predictions and Market Sentiment

S&P Futures are trading slightly positive this morning as markets digest the recent earnings report from NVDA.NVDA had a good quarter as AI demand remains strong. The White House removed CDC director Monarez after disagreements with RFK Jr. Two key economic data points before the bell today, Jobless Claims and the 2nd estimated of Q2 GDP. PCE data is scheduled for tomorrow. Markets continue to expect a rate cut at the September meeting. Seeing strong gains in PSTG, SNOW, TCOM and BURL after earnings releases. After the bell today DELL, ADSK, MRVL, AFRM, ULTA, ESTC will be reporting. Tomorrow morning, BABA is scheduled to report.

Andrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless claims. Song: When I Come Around - Green DayFor 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