Podcasts about Jobless claims

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

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 that currency markets, bond markets and equity markets all react to unexpectedly 'strong' US data releases overnight, much of it sceptical. In fact we are getting rising risk aversion questioning its believability.US initial jobless claims came in last week at just over 180,000, and less than expected, and less than seasonal factors would have indicated. There are now 1.728 mln people on these benefits, but still +100,000 more than at the same time last year.And new orders for manufactured durable goods rose marginally in August from July, following two consecutive monthly decreases. That puts them a good +5.4% higher than year-ago levels. But non-defence, non-aircraft capital goods orders were low in the month, up just +1.6% from a year ago and it seems clear boardrooms are not enthusiastic investors at this point.This data is far more positive than the regional Fed factory survey are picking up, so we will need to wait before we conclude reshoring is actually happening.The September factory survey from the Kansas City Fed described only very modest changes in factories in their region. Order backlogs reduced as did new orders for export.In fact, US exports fell -1.4% in August in updated trade data, while imports fell -5.6%. That narrowed their trade deficit but only to the level it was in June, and not materially different to August a year ago. So it is hard to see much 'progress' here in shrinking this.But, the final US GDP result for the June quarter came in with a huge revision higher, up +3.8% from a year ago. This was apparently driven by a decrease in imports, and an increase in consumer spending, offset by decreases in investment and exports. There was a one-off revision to the consumer spending data in this release which twisted things somewhat. Again, this data is hard to reconcile with the real-time high-frequency data that we saw in the second quarter, but this is what they are reporting.If the Fed accepts this GDP data, rate cuts there are likely pushed further away.Meanwhile, August data on existing home sales dipped in August.In Canada, they reported average weekly earnings for July and they were up +3.3% to C$1,308 from a year ago, following a +3.6% increase in June.And staying in Canada, their federal government has instructed Canada Post to end door-to-door postal delivery.In China, the yuan has appreciated to the highest level in nearly 10 months against the American dollar as concerns over frictions between the world's two largest economies subside and China's economic growth prospects remain steady.In Taiwan, after four consecutive months of decreases, their reported retail sales that rose in August from a year ago. This data is modest compared to their booming industrial sector as we noted yesterday.And perhaps we should note that the Swiss central bank left its policy rate unchanged at 0% in an overnight review. Switzerland has inflation running at just +0.2% pa.Container freight rates fell faster last week, down -8% for the week to be a massive -55% lower than year-ago levels. And it was again outbound rates from China that is driving this retreat. But bulk freight rates actually rose again last week by +2.9% to be +10.5% higher than year-ago levels.The UST 10yr yield is now at 4.17%, up +2 bps from yesterday at this time.The price of gold will start today at US$3739/oz, up just +US$6 from yesterday. Silver is on the mover however, up approaching US$45/oz.American oil prices are little-changed at just under US$65/bbl, with the international Brent price still just over US$69/bbl.The Kiwi dollar is at just on 57.6 USc and down another -50 bps from yesterday and that is its lowest level since mid-April. Against the Aussie we are down just -10 bps at 88.2 AUc and near a three-year low. Against the euro we are actually unchanged at 49.5 euro cents. That all means our TWI-5 starts today at just over 65.2, and down another -30 bps.The bitcoin price starts today at US$108,928 and down -4.3% from this time yesterday. Volatility over the past 24 hours has again been moderate at just over +/- 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.

Die US-Börsen traten am Mittwoch auf der Stelle. Der Dow legte leicht zu, während S&P 500 und Nasdaq kaum Bewegung zeigten. Im Fokus standen erneut die KI-Schwergewichte. Nvidia schwankte, nachdem am Dienstag Sorgen über „zirkuläre Finanzierung“ die Aktie belastet hatten. Oracle fiel weitere zwei Prozent, nachdem das Unternehmen eine Anleihe-Emission über rund 15 Milliarden Dollar ankündigte. Micron Technology verlor knapp zwei Prozent, obwohl die Zahlen stark waren – die Erwartungen waren schlicht zu hoch. Damit bleibt die Stimmung im KI-Sektor fragil. Bereits am Dienstag hatte der S&P 500 nach einem frischen Rekordhoch ins Minus gedreht. Fed-Chef Jerome Powell warnte vor hoher Unsicherheit bei Inflation und Arbeitsmarkt. Trotzdem bleiben Strategen wie Wells Fargo's Ohsung Kwon optimistisch: Er sieht keinen Hype, sondern den Beginn eines längerfristigen KI-Bullenmarkts. Im Blick der Märkte: die wöchentlichen Jobless Claims am Donnerstag, der PCE-Inflationsbericht am Freitag – und die drohende Haushaltsblockade in Washington. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

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

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 New Zealand dollar has been re-rated sharply lower overnight, although to be fair only back to levels it was at in April. US benchmark interest rates are rising but the new weaker New Zealand economy is expected to drive the OCR lower than earlier expected.But first in the US, initial jobless claims came in lower than expected at +194,500, a decrease of 10,400 from the prior week when an increase of about that was indicated by seasonal factors. There are now 1.75 mln people on these benefits, +81,000 more than at this time last year.Meanwhile, the Conference Board Leading Economic Index (LEI) retreated in August. A retreat was expected but it came in more than twice the expected decline. That means the LEI fell by -2.8% over the six months between February and August, a faster rate of decline than its -0.9% contraction over the previous six-month period. They noted persistently weak manufacturing new order levels and consumer expectations, and warn of increased headwinds ahead.But it is not weak everywhere. The Philly Fed factory survey for September picked up a modest rise in new orders. But firms in the region remain under sharp price pressure unable to pass on the higher prices they are paying.On the farm, the giant American soybean crop is about ready for harvest, and farmers are glum. The Chinese aren't buying and the Washington isn't coming to the rescue with subsidy support. Prices are back to 2016-2018 levels and the rural concern is palpable.In Financial markets, there was a notable less well-supported US Treasury inflation protected (TIPS) bond tender today that resulted in a median yield of 1.65% plus CPI inflation, compared to 1.93% plus CPI at the prior equivalent event three months ago.There were more central bank rate reviews overnight. Taiwan kept its policy rate unchanged at 2.0%. They have an inflation target of 2.0% and their CPI is currently running at 1.6%. Norway cut theirs by -25 bps to 4.0% in what has been called a "hawkish cut". They have inflation at 3.0% with their target at 2.0%. And the Bank of England held theirs at 4% as expected. They have inflation at inflation at 3.8% when their target is 2%. South Africa held at 7%. Inflation there is 3.3% with a preferred rate of 3.0%.China announced that its Boeing and Airbus-competing C919 aircraft has now received more than 1000 orders, mostly domestic but some international orders as well.Australian labour markets stumbled somewhat in August, falling -5,400 when a small +22,000 rise was expected. And the detail is even less positive because full-time employment fell by -40,900 to 10,077,300 people while part-time employment rose by +35,500 to 4,549,200 people. None of these changes were enough to materially change their 4.2% unemployment rate.Container freight rates fell -6% last week from the prior week with all the weakness coming from outbound rates from China. But bulk freight rates rose +3.4% last week to be +14.6% higher than year ago levels.The UST 10yr yield is now at 4.11%, up +4 bps from yesterday at this time in a steady rise. The price of gold will start today at US$3,643/oz, down -US$15 from yesterday's post Fed dip.American oil prices are down -US$1 at just under US$63.50/bbl, with the international Brent price firmish just under US$67.50/bbl.The Kiwi dollar is at just on 58.8 USc and down -90 bps from yesterday. Against the Aussie we are down -70 bps at 88.9 AUc. Against the euro we are down -50 bps at 49.9 euro cents. That all means our TWI-5 starts today at just under 66, down -50 bps from yesterday.The bitcoin price starts today at US$117,553 and up +1.3% from this time yesterday. Volatility over the past 24 hours has again been modest at just on +/- 1.2%.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.

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

Headline news for September 12, 2025:  Bolsonaro faces 27 years for coup plot; Germany backs UN two-state plan but avoids recognition; NZ housing cools, US jobless claims spike, gold climbs, and Singapore’s gig workers demand better protections. Synopsis: A round up of global headlines to start your day by The Business Times. Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg) Produced and edited by: Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

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

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 away from the guns and hatred consuming the US at present. Our challenge is to keep it out of our society.Markets had been waiting for the American August CPI inflation data and it came in higher, although no more than expected. It rose to 2.9% in August, the highest since January, after holding at 2.7% in both June and July. Prices rose at a faster pace for food (3.2%) and energy costs rose for the first time in seven months. On a monthly basis, the CPI went up 0.4%, the most since January, above forecasts of 0.3%. Rents rose 0.4%, the largest upward pressure. On the other hand, core inflation remained steady at 3.1%, the same as in July and at February's peak, while core CPI rose 0.3% month-on-month, matching July's pace and market forecasts.In a stable world, this level of inflation would not bring market expectations of a Fed rate cut next week, but there are widespread expectations of one anyway. And that is because their labour market is weakening quite fast now.Initial jobless claims in the US came in sharply higher last week at +263,000 s.a. a four year high and well above the expected high 235,000. In actual terms they rose +204,500 when a solid end-of-summer-holiday seasonal decrease was expected. There are now 1,815,000 on these benefits, +110,000 more that at the same time last year.Also getting much worse much faster is the US Federal government finances. The US Budget Statement was expected to hold at a very high -US$290 bln monthly deficit, but it has blown out to -US$345 bln in August. And this is after collecting US$30 bln in tariff-taxes in the month, US$165 bln so far in the fiscal year.Whatever way you look at it, the US economy is being mismanaged on a massive scale. Too much inflation, too little job creation, too large tax avoidance by the uber-wealthy, and self-imposed tariff-taxes on themselves. And unfortunately their social programs are making things worse at a fundamental level too.New independent analysis shows that the long-held view that American demographics would remain very positive to the end of the century have suddenly turned. Now US deaths will exceed births by 2031, far faster than expected. And the deaths will rise quicker until 2055 when they will match immigration. And these estimates are before the Kennedy/Trump health mistakes which will undoubtedly speed up deaths. And the Trump heavy-handed immigration crackdowns that will likely mean the immigration assumptions are far too optimistic. If demographics are destiny, the destiny of the US looks grim and we can no longer hold the assumption that it will be a major power by 2100. That is a sharp change from the demographic outlook just a few years ago.New data out in Canada shows Canadians are wealthier with an increase of over a quarter of a trillion dollars to C$17.9 tln, the seventh consecutive quarterly increase. This wealth accumulation happened despite headwinds of global trade pressures and a weakening economy. Per capita GDP is now C$76,100 (NZ$92,100).Across the Pacific in Japan's producer prices there rose +2.7% in the year to August, up from a marginally revised +2.5% increase in the previous month. This data doesn't really add stress or new factors for Japan. A year earlier their PPI rose at a 2.6% rate.In China, new vehicle sales recovered in August, up +10.1% after the unexpected -10.7% fall in July. Total vehicle sales are expected to grow +4.7% in 2025 to almost 33 mln units from 31.4 mln in 2024, with the NEV sector surging +24% to 16 mln units. That will keep it almost twice the size of the US vehicle market. China's car market is a global goliath. (The US vehicle market is running at 16.1% mln annual sales, a dip in August from July.)In Europe, the European Central Bank kept its three key interest rates unchanged, with the deposit facility at 2.00%, the main refinancing rate at 2.15%, and the marginal lending rate at 2.40%, all as expected. Inflation remains close to the 2% medium-term target, and the outlook is broadly unchanged from June. New staff projections see headline inflation averaging 2.1% in 2025, easing to 1.7% in 2026 before rising slightly to 1.9% in 2027.Occasionally we check in with what is happening in Turkey, an authoritarian regime that has made massive mistakes with capricious monetary policy moves, and is paying the price with tough consequences. The Central Bank of Turkey cut its benchmark interest rate overnight by a surprisingly large -250 bps to 40.5% in its September meeting, its lowest since 2023. The move follows signs of slowing underlying inflation in August, though food and services prices continue to pressure inflation. Domestic demand remains weak.In Australia, consumer inflation expectations rose to 4.7% in the September survey by the Melbourne Institute, from August's five-month low of 3.9%. The increase came as stronger domestic demand raised concerns about renewed inflationary pressures, with household consumption proving resilient in Q2-2025. This is the sort of news the RBA will not welcome. No rate cut is priced in for September 30 but one is for November 4, although that might get reassessed now.Global container freight rates fell -3% last week from the prior week on very much weaker outbound rates from China to Europe. Interestingly, outbound rates from China to the USWC actually rose last week by +6%. (Year-on-year comparisons are still affected by last year's Red Sea stress.) Bulk freight rates roise +8% over the past week to be +8.5% higher than year ago levels.The UST 10yr yield is now on 4.00%, down -3 bps from yesterday at this time.The price of gold will start today at US$3,635/oz, down -US$10 from yesterday.American oil prices are down -US$1 at just over US$62.50/bbl with the international Brent price is similarly lower at just on US$66.50/bbl.The Kiwi dollar is now at just over 59.7 USc and up another +20 bps from yesterday. Against the Aussie we are down -10 bps at 89.7 AUc. Against the euro we are up +10 bps at 50.9 euro cents. That all means our TWI-5 starts today at just over 66.8, unchanged from yesterday.The bitcoin price starts today at US$114,552 and up +0.7% from this time yesterday. Volatility over the past 24 hours has been low, at just over +/- 0.6%.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.

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

European bourses and US equity futures are modestly firmer ahead of US data.USD awaits a data deluge, Antipodeans lag and JPY digests potential US/Japan auto tariff reduction.EGBs and Gilts bounce while USTs remain flat into data; Spanish auction was well received, whilst some short-lived pressure was seen on the French outing.Oil pulls back as traders brace ahead of this weekend's OPEC meeting; some upside in the complex seen after Russian Deputy PM Novak said OPEC-8 are not discussing production increase now.Looking ahead, US ISM Services PMI (Aug), ADP National Employment (Aug), Challenger Layoffs (Aug), Jobless Claims, Atlanta Fed GDP, Canadian Trade Balance (Jul), BoE DMP, Senate Banking Committee to hold hearing for US President Trump's Fed nominee Stephen Miran, Speakers including Fed's Williams & RBA's Hauser.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks followed suit to the mixed performance stateside, where tech and communications outperformed following the Google antitrust ruling, and participants digested dovish data and Fed rhetoric.US President Trump said it is possible that someday tariffs will replace income tax.UK Chancellor Reeves dismissed forecasts of a GBP 50bln "black hole" in the public finances, despite higher borrowing costs and expected tax rises piling pressure on the chancellor ahead of the autumn Budget, according to the BBC.US President Trump said he will find out over the next week or so how good the relationship is with Russia, while he also commented that the US will help Poland protect itself with US soldiers to remain in Poland and will put more there if they wantEuropean equity futures indicate a mildly positive open with Euro Stoxx 50 futures up 0.1% after the cash market finished with gains of 0.6% on Wednesday.Looking ahead, highlights include Swedish CPIF (Aug), Swiss CPI (Aug), EZ Retail Sales, US ISM Services PMI (Aug), ADP National Employment (Aug), Challenger Layoffs (Aug), Jobless Claims, Atlanta Fed GDP, Canadian Trade Balance (Jul), BoE DMP, Senate Banking Committee to hold hearing for US President Trump's Fed nominee Stephen Miran, Federal Housing Press Conference "In the Matter of Lisa D. Cook", Speakers including ECB's Cipollone, Fed's Williams & RBA's Hauser, Supply from Spain, France, UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.

Futures inched into green territory ahead of Thursday's open, led by a post-earnings comeback from Nvidia (NVDA) after the stock sold off after the report. Kevin Hincks talks about the A.I. narrative being intact despite a slight miss in data center revenue for Nvidia. On the macro front, Kevin highlights positive signals in the latest GDP and jobless claims prints.======== 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

European bourses erase early morning strength; NVIDIA (-1.9% pre-market) post-earnings.NVIDIA shares are pressured in pre-market trade despite beating on top and bottom lines, as its revenue guidance was not as strong as some were hoping for and with questions remaining regarding chip sales to China.USD is flat in quiet trade as FX majors trade in narrow ranges awaiting the next catalyst.Bonds see lacklustre trade in quiet newsflow as USTs eye 7yr supply and data.Crude choppy, gold on either side of USD 3,400/oz, base metals are mixed in narrow ranges.Looking ahead, US GDP 2nd Estimate (Q2), PCE (Q2), Jobless Claims, ECB Minutes, Speech from Fed's Waller, Supply from the US, Earnings from Marvell, Dell, ULTA Beauty, Best Buy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent reiterated that there are 11 strong Fed chair candidates, while he added they will start interviews after Labor Day and present a shortlist to President Trump.NVIDIA (-3.1%) shares were pressured post-earnings despite beating on top and bottom lines, as its revenue guidance was not as strong as some were hoping for and with questions remaining regarding chip sales to China.White House trade advisor Navarro said India can get 25% off tariffs if it stops buying Russian oil.APAC stocks were predominantly higher but with mixed trade seen throughout the session; European equity futures indicate a flat/mildly higher cash market open with Euro Stoxx 50 futures up 0.1% after the cash market finished with gains of 0.2% on Wednesday.Looking ahead, highlights include Swiss GDP (Q2), EZ Sentiment Survey (Aug), US GDP 2nd Estimate (Q2), PCE (Q2), Jobless Claims, ECB Minutes, Speech from Fed's Waller, Supply from Italy & US, Earnings from Marvell, Dell, ULTA Beauty, Best Buy & Pernod Ricard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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

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.

Want to grow your business? Download your free roadmap today: coltivar.com/growth Major moves and market momentum in this week's top financial stories, including: Jobless Claims Signal Cracks in the Labor Market Fed Holds Back on Rate Cuts at Jackson Hole Blackstone Bets on Power Infrastructure Walmart Walks the Tariff Tightrope Housing Market Gives Buyers New Leverage Corporate Hiring Plans Cool FinWeekly has the latest updates on market-shaping headlines and business strategy insights: Jobless claims rose to 235,000 last week, the biggest jump in three months, while continuing claims hit their highest level since 2021. With hiring slowing and tariffs adding pressure, the labor market is starting to show real cracks — and consumers are beginning to feel it. At Jackson Hole, Fed officials struck a cautious tone. Kansas City's Jeffrey Schmid questioned whether current rates are even restrictive enough, signaling that cuts aren't coming until the Fed sees “very definitive data.” For households and businesses, that means borrowing costs are likely to stay higher for longer. Private equity powerhouse Blackstone agreed to buy Shermco, an electrical services firm, for $1.6 billion. It's a bet on the infrastructure behind AI and data centers — a reminder that the real money in tech often lies in the backbone, not the buzz. Walmart delivered strong sales growth but warned of rising costs as tariffs weigh on margins. By absorbing price hikes, it's keeping shoppers across income levels loyal — a case study in how scale and cost discipline drive share gains in a squeezed economy. Housing offered a rare surprise: existing-home sales rose 2% in July as prices cooled and mortgage rates dipped. Buyers are regaining leverage, with more listings, price cuts, and longer days on market opening the door to negotiations. And across corporate America, hiring plans are cooling fast. One in five employers expects to slow headcount growth, with AI and cost discipline reshaping how companies think about labor. For workers, that means fewer openings and longer job searches — and for leaders, a push to do more with less. Tune in for smart commentary, sharp context, and the financial insight you need to lead in a changing world — only on FinWeekly.LinkedIn | YouTube coltivar.com/byfiq

US President Trump said interest rates should be three or four points lower, while he thinks he will name a new Fed chairman "a little bit early" and noted that he is down to three or four names.Fed's Goolsbee (2025 voter) said that Fed meetings coming up are live but added that he doesn't like pre-committing on rates.Trump said he would like to do a second meeting with Russian President Putin almost immediately which would include Zelensky if the first meeting goes okay, but there may not be a second meeting if he feels it is inappropriate or if he does not get the answers he wants.APAC stocks were ultimately mixed despite the positive handover from Wall St, where the major indices extended on gains amid Fed rate cut hopes as money markets fully priced in a September rate cut.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market finished with gains of 1.0% on Wednesday.Looking highlights include UK GDP (Jun/Q2), EZ Flash GDP (Q2) and Employment (Q2), US PPI (Jul), Jobless Claims, Norges Bank Policy Announcement; Speakers include Norges Bank Bache & Fed's Barkin, Supply from US, Earnings from Applied Materials, JD,com, RWE & Antofagasta.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Russian Kremlin's Ushakov says Alaska summit will begin at 11:30 local time on Friday (20:30 BST/15:30 EDT)European bourses are modestly firmer, US futures hold around the unchanged mark into PPI.USD sell-off pauses for breath ahead of PPI, Yen rises on Bessent BoJ comments.JGBs lag as Japan reacts to Bessent, USTs await PPI.Crude ekes mild gains as attention turns to Trump/Putin.Looking ahead, US PPI (Jul), Jobless Claims, Speakers include Fed's Barkin. Earnings from Applied Materials.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

S&P Futures are displaying strong gains this morning as markets adjust to a host of new catalysts. Multiple Fed officials spoke yesterday and indicated developing concerns with the labor market which is increasing expectations for a rate cut in September. The BOE is expected to announce a rate cut this morning. President Trump is expected to meet in person with Russian President Vladimir Putin as soon as next week. He also plans to follow up with a meeting involving both Putin and Ukrainian President Volodymyr Zelenskyy shortly thereafter. These meetings are intended to negotiate a resolution to the Russia-Ukraine conflict In corporate news, AAPL unveiled a major investment in the U.S. at the White House yesterday, President Trump indicated that tech companies that invest in the U.S. will avoid his new 100% tariff plan on semiconductors. Jobless Claims data is due out this morning and will be widely watch after last week's weakening Non-Farms Payrolls report. DUOL, UPWK, DASH, DKNG, TKO are higher after earnings releases, ABNB, YETI, JOBY, MET & Z are lower. After the bell today, earnings reports are expected from GILD, FLUT, TTD, TTWO, PINS, EXPE, TWLO, WYNN and CART.

BoJ maintained rates as expected, raised growth and inflation outlook. Continued to note uncertainty over trade; Ueda said, no large change to central outlook that growth pace will slow down and underlying inflation stalls.US President Trump announced that South Korea will be subject to a 15% tariff and make USD 350bln in investments in the US.European bourses opened higher but have waned off best levels, NQ outperforms after stunning earnings from META +12% & MSFT +8%.Ongoing USD rally pauses for breath ahead of PCE, JPY pressured after BoJ Governor Ueda.JGBs boosted by Ueda, USTs towards the post-Powell lows into PCE.Crude lacklustre, Gold benefits from haven flows & copper dented by Trump tariff details.Looking ahead, US Challenger Layoffs, PCE (Jun), Jobless Claims, Employment Wages, Chicago PMI, Atlanta Fed GDPNow, Canadian GDP, SARB Policy Announcement.Earnings from Apple, Amazon, Strategy, Coinbase, Reddit, Riot, Cloudflare, Roku, CVS, Roblox, AbbVie, Norwegian Cruise Line, Cigna, Howmet Aerospace, Mastercard & PG&E.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fed kept rates on hold with dissent from Waller and Bowman. Powell said will not let tariffs become inflationary.BoJ maintained rates as expected, raised growth and inflation outlook. Continued to note uncertainty over trade.US equity futures rebounded after-hours with strength in tech/AI-related names after Microsoft (+8.3%) and Meta (+11.5%) smashed Q2 earnings.US President Trump announced that South Korea will be subject to a 15% and make USD 350bln in investments in the US.European equity futures suggest a mildly positive open. Hang Seng lags post-disappointing Chinese PMIs.DXY rally pauses for breath, EUR/USD remains on a 1.14 handle. USTs rebounded off the lows after post-Powell pressure.Looking ahead, highlights include French CPI, PPI, German Unemployment Rate, CPI, EZ Unemployment Rate, Italian CPI, US Challenger Layoffs, PCE (Jun), Jobless Claims, Employment Wages, Chicago PMI, Atlanta Fed GDPNow, Canadian GDP, SARB Policy Announcement.Earnings from Shell, Unilever, LSE, Haleon, Standard Chartered, Anglo American, Sanofi, Schneider Electric, Safran, Credit Agricole, Saint Gobain, SocGen, Accor, Teleperformance, Air France, AB InBev, BBVA, Holcim Puma, Lufthansa, BMW, Apple, Amazon, Strategy, Coinbase, Reddit, Roku, CVS, Roblox, AbbVie, Norwegian Cruise Line, Cigna, Mastercard & PG&E.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The number of Americans filing for new unemployment benefits declined for the fifth consecutive week to a three-month low as the U.S. labor market continues to perform at a solid pace. Initial jobless claims declined by 7,000 to 221,000 for the week ending July 12, according to the Department of Labor.The State Department has called on Beijing to end its eradication campaign against Falun Gong ahead of July 20, the date that marked the start of the persecution in 1999. More than 1,000 Falun Dafa practitioners and human rights advocates gather in the nation's capital on Thursday for a rally and parade, demanding the Chinese Communist Party end its persecution.

S&P Futures are flat to lower this morning with corporate earnings announcement in focus. GE, PEP, MMC AA & TSM are higher after their updates. On the economic front reports on Retail Sales and Jobless Claims are due out before the open. Trade deal talks with the E.U. heat up and an announcement is expected soon. China is pushing for its Cosco to be an equal partner in Blackrock MSC deal over ownership of western ports. After the bell today are earnings reports from NFLX & IBKR. Friday morning earnings releases are expected from AXP, MMM, SLB & SCHW.

US President Trump said they are very close to an India deal, could possibly make one with Europe & it is too soon to say re. Canada.European bourses broadly in the green, whilst US equity futures are mixed; TSMC +4% in pre-market trade after Q2 results.USD attempts to recover from Wednesday's Powell/Trump drama; AUD underperforms post jobs data.Fixed benchmarks weighed on by the TSMC-driven risk tone, Gilts underperform after the UK's job data which continued to show a weakening labour market but unlikely to change the BoE's trajectory.Crude briefly boosted on reports of a drone attack on Iraq's Kurdistan oil fields; XAU modestly lower.Looking ahead, US Trade, Jobless Claims, Retail Sales & Atlanta Fed GDPNow, G20 Finance Ministers Meeting, Speakers including Fed's Kugler, Daly, Cook & Waller. Earnings from PepsiCo, GE, Abbott Laboratories, Netflix.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are very close to an India deal, could possibly make one with Europe & it is too soon to say re. Canada.US stocks finished higher but with volatile trade amid reports that Trump had drafted a letter to fire Powell; later, Trump denied this.DXY has regained some composure after getting hit on Fed independence concerns, G10s softer with AUD lagging after soft jobs data.USTs ease after Wednesday's upside, JGBs initially followed suit but picked up after the latest JGB liquidity auction.Crude remains afloat, XAU rangebound, base peers lack conviction in contained trade.Highlights include Australian Employment, UK Jobs, EZ HICP (Final), US Trade, Jobless Claims, Retail Sales & Atlanta Fed GDPNow, G20 Finance Ministers Meeting, Speakers including Fed's Kugler, Daly, Cook & Waller, Supply from Spain, France & UK, Earnings from Novartis, Publicis, Volvo, PepsiCo, GE, Abbott Laboratories, Netflix & TSMC.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

After closing at or near record highs yesterday, Wall Street braces for Delta results and a Fed governor's speech. Fed minutes showed willingness to consider rate cuts this year.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0725)

Jobless claims came in lower than Wall Street projected, which Kevin Hincks says upholds the Fed keeping interest rate cuts off the table for July. He offers insight into what it means for the rate cut cycle later in 2025. On the international picture, President Trump said he would raise tariffs on Brazil to 50%. Kevin notes that both Brazil and Japan raise concerns for the trade deal outlook.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Positive Market Performance and Key Economic Indicators - June 12th Edition In this edition of Dividend Cafe, Brian Szytel discusses the positive performance across major indices with the Dow up 101 points, the S&P rising 0.38%, and the Nasdaq up a quarter percent. Treasury yields showed weakness, and a lower-than-expected PPI number contributed to falling interest rates and a slightly weaker dollar. Initial jobless claims showed a slight increase for the fourth consecutive week, signaling a softening labor market, similar to levels seen in the summer of 2023. Brian also touches on the US-China trade talks, the significance of rare earth minerals and technology exports, and the current state of private real estate investment trusts, like Starwood and Blackstone. He concludes by urging viewers to send in questions and announces upcoming content for the week. 00:00 Introduction and Market Overview 00:22 Treasury Yields and Dollar Movement 00:34 Producer Price Index and Inflation 01:14 Jobless Claims and Labor Market Insights 01:56 US-China Trade Talks 03:22 Real Estate Market Analysis 04:28 Conclusion and Upcoming Updates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On episode 194 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Jens Nordvig, Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of jobless claims, the dollar's reserve currency status, the collapse in foreign tourism, and much more! This episode is sponsored by Public. Discover why NerdWallet gave Public five stars for its ease-of-use
and investment selection by visiting: http://public.com/compound Sign up for The Compound Newsletter and never miss out: ⁠⁠thecompoundnews.com/subscribe⁠⁠ Instagram: ⁠⁠instagram.com/thecompoundnews⁠⁠ Twitter: ⁠⁠twitter.com/thecompoundnews⁠⁠ LinkedIn: ⁠⁠linkedin.com/company/the-compound-media/⁠⁠ TikTok: ⁠⁠tiktok.com/@thecompoundnews⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠Ritholtz Wealth Management⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices