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CNBC Business News Update with Jessica Ettinger - market numbers and news featuring CNBC expert analysis and sound from top business names. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In today's stock market news update (8th May 2026), we cover the latest global and Indian market-moving developments. US Jobless Claims data, India's record export growth, and major Q4FY26 earnings from Bharat Forge, BSE, Coromandel International, and Escorts Kubota are in focus. Watch the full video for key insights, management commentary, and what these updates could mean for investors and traders.
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 Jill Schneider. 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. Today we lead with news American households are struggling as inflation pressures consume their reserves. In the US there were 181,000 new initial jobless claims last week, about what seasonal factors would have indicated. There are now 1.735 mln people on these benefits, lower than at this time last year, but still above two year-ago levels. And there were 83,000 reported job cuts in April, a bit above the average over the past year. For a second month in a row, AI is the key reason for shedding jobs now. Median one-year-ahead inflation expectations in the US rose in April and for a second month to 3.6% in April which is their highest since October 2023. Inflation uncertainty also increased at the one-year-ahead horizon. Income expectations are up less than 3%, so on average most people there expect inflation will set them back from where they are. US consumer debt jumped in March by much more than expected, driven by a +9.1% surge in credit card debt. The big end of town is noticing. Executives across retail, restaurants and packaged goods are increasingly worried about American shoppers with tighter budgets amid surging fuel prices caused by Trump's Gulf War. “They're literally running out of money at the end of the month,” one said. Across the Pacific, China's FX reserves jumped in April to just over US$3.4 tin after the unexpected March dip, and back up in its rising trend. This is their largest gain in 28 months. But it is still off its US$4 tln level in mid 2014. Gold holdings increased again by another +8 tonnes. The central bank of Malaysia reviewed its monetary policy late yesterday and kept its official rate unchanged at 2.75%. And Malaysian discount airline AirAsia said it has ordered 150 Airbus aircraft worth US$19 bln, and said it has an option to order another 150 from Airbus. Orders like this are being driven by the need for fuel efficiency. The central bank of Norway unexpectedly raised its policy rate by +25 bps to 4.25% at its overnight meeting, defying market expectations for no change. They said inflation remains too high at 3.6% and is likely to stay elevated and action is needed now to keep it closer to its 2% target. In the EU, the volume of retail sales fell in March from February to be up just 1.9% from year ago levels. The lower volume of fuel sales was the key reason driving the recent reversal. Non-food, non-fuel activity was actually up an impressive +3.0% for the year. In Germany they posted an impressive factory order intake for March, up +6.3% from the same month a year ago and resuming the upward trend they have had since August 2025. Australia said its exports fell -2.7% in March from February as rural exports plunged -11.6%. Also, non-monetary gold exports dropped -6.1%. That makes its March merchandise exports -2.2% lower than year-ago levels. Meanwhile, imports rose +14%. That means they recorded a -AU$1.8 bln trade deficit for the month, far larger than the expected +$4.2 bln surplus and the first monthly deficit since 2017. The import surge of "ADP equipment" totaling $4.8 bln in March (likely for data centers), is a key reason. Meanwhile, the Aussie government has imposed punitive tariffs of up to 82% on Chinese coil steel exports in a major effort to shield local manufacturers from low-cost competition from China that receive 'unfair' Chinese government subsidies. Global container freight rates rose +3% last week to be +10% higher than year-ago levels. Outbound China rates are rising again. Bulk cargo rates were up +11.5% over the past week to be +112% higher than year-ago levels. The UST 10yr yield is now just on 4.40%, up +5 bps from this time yesterday. The price of gold will start today up +US$17 at US$4697/oz. Silver is up +US$2.50 at just over US$79.50/oz. American oil prices are up +50 USc at just on US$96/bbl, while the international Brent price is little-changed at US$101.50/bbl. Oil company Shell announced quarterly earnings overnight, more than doubling them to US$6.9 bln in the three months to March, from Q4-2025's US$3.2 bln. Clearly more than 'cost increases' are being passed on at the pump. The Kiwi dollar is unchanged from yesterday at this time at 59.5 USc. Against the Aussie we are also unchanged at 82.3 AUc. Against the euro we are holding at just on 50.7 euro cents. That all means our TWI-5 starts today at just under 62.8 which is unchanged from yesterday. The bitcoin price starts today at US$79,843 and down -1.9% from this time yesterday. Volatility over the past 24 hours has been modest at just under +/- 1.4%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again on Monday.
Markets are attempting to make sense of GDP, PCE and Jobless Claims data while also weighing the earnings reports from Alphabet (GOOGL), Meta Platforms (META), Microsoft (MSFT) and Amazon (AMZN). Kevin Green is watching the $600 level for META saying that could be a key level for investors and traders to monitor as shares pull back after earnings. Meanwhile, Google's parent company continues to chug higher as its AI spend expands. KG later chimes in Microsoft's margin contraction being a key concern for the company moving forward. Lastly, he shifts gears to the energy commodity space as ongoing geopolitical risks and supply disruptions impact global trade. ======== 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
President Trump's economy is surging with initial jobless claims hitting the lowest level since 1969. Strong private-sector hiring, rising wages, and shrinking federal government payrolls signal a booming Trump economy. Meanwhile, Iran gets unbelievable position at the UN, and Democrats are furious after losing key gerrymandering battles. This episode breaks down today's top economic wins, international tensions, and the latest political fallout. Don't miss the data proving America is back on track under Trump. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR, TRUTH Social, TikTok, YouTube and Rumble by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!
Heading into the final trading session of the week, Marley Kayden and Vadas recap Thursday's headlines by talking about the importance of Texas Instruments (TXN) earnings and the day's economic data. ======== 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 S&P 500 (SPX) slipped into red territory soon after the trading session began, something Kevin Green is watching in what has been a tech-led rally. As both the S&P 500 and Nasdaq-100 (NDX) test record highs, KG points to corners of the market to mind as geopolitical headwinds linger in the global backdrop. He later highlights strengths and weaknesses in the job market after investors got a hold of the latest weekly jobless claims. ======== 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
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 lead with news of little progress in renewed US-Iran 'peace talks'. They seem to have descended into talks about extending the ceasefire rather than resolving any issues. The Strait of Hormuz is still essentially closed. Complicating the oil supply picture is that US crude inventories fell by -9.1 mln barrels last week, far exceeding analysts' expectations for a modest +154,000-barrel increase. This is actually a big deal and has driven the oil price higher today. In the US, initial jobless claims rose to 214,000 last week, but not as high as seasonal factors would have indicated. There are now 1.89 mln people on these benefits, less than this time last year but more than two years ago. But American industrial production fell in March from February, its first fall in four months. That makes it only +0.7% higher than year-ago levels, and hardly a surge in re-shoring. If it wasn't for the growth of AI centers and the electricity required to run them, this would have been a very disappointing result - and it probably is more most companies. That said, the latest update from the Philadelphia Fed's factory survey was quite positive in April, driven by good growth in new orders. Of course, they are measured in nominal dollars and these firms reported notable rises in inflation, for both costs and prices. In China, new home prices across 70 key cities fell -3.4% in March from a year ago, a minor worsening from a -3.2% decline in February. That was the 33rd straight month of contraction and the steepest drop since May 2025. Pre-owned home sales prices fell harder although for the first time in a while some key cities recorded month-on-month rises in prices. China said its Q1-2026 GDP expansion was up 5.0%, and better than the 4.8% expected and the official target of "about 4.5%". And its industrial output was up +5.7% in March, they said. But their retail sales only grew 1.7% which will have been a disappointment because they really need a better rise in internal demand. All the good data reported is somewhat underlined by their data that shows electricity production fell again and for a fourth month, up just +1.4% from March 2025. Australia's March labour market report was pretty tame. The employment rose by +17,900 (about the +20,000 expected) and the number of unemployed people fell by -4,000 in the month. The unemployment rate remained steady at 4.3%. Full-time employment increased by +52,500 to 10,174,400 (after the -27,700 fall in February) while part-time employment decreased by -34,600 to 4,593,300.. The expected inflation rate rose by 0.7 percentage points in April to 5.9% in Australia. It was 5.2% in March. The sharp rise in April reflects the recent spike in oil prices, and makes it its highest since November 2022. In contrast, wage change expectations have remained unchanged for the past five months. In Australia, the big fire at the Geelong Vic. refinery, one of only two in the country, has major implications for Australia's fuels. They will need to import more from a global system already strained with demands on it. (The other one is the Ampol one in Brisbane.) Talk of needing emergency fuel savings measures, especially in Victoria, are growing. Global container freight rates dipped -3% last week from the prior week to be little-changed from a year ago. But bulk cargo freight rates rose +16% last week, and are now almost double what they were this time last year. Global travel rose +4.1% in 2025 according to new research with 80 mln people on the move. But they are increasingly avoiding the US where visitor numbers fell -5.5%. The main gainer is China where visitor numbers rose +9.9% and is predicted to eclipse the US has the main global destination - at this rate in just three years. It is a fast reversal. The UST 10yr yield is now just on 4.31%, up +3 bps from this time yesterday. The price of gold will start today little-changed, down just -US$5 at US$4488/oz. Silver is down -50 USc at US$78.50/oz. American oil prices are up +US$2.50 at just over US$95/bbl, while the international Brent price is up US$4, and now at US$99.50/bbl. The Kiwi dollar is down -20 bps from yesterday at this time at 58.9 USc. Against the Aussie we are also down -20 bps at 82.2 AUc. Against the euro we are down -10 bps at just on 50 euro cents. That all means our TWI-5 starts today also down -20 bps from yesterday at just over 62.2. The bitcoin price starts today at US$74,361 and up +0.2% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.5%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again on Monday.
Kevin Hincks says people are "naive" to expect an immediate resolution to the U.S.-Iran War. That said, even as crude oil taps $100 once again, Kevin points out that options traders are pricing in significantly lower crude moves months down the line. He then turns to the latest economic data with the jobless claims report, along with the delayed February GDP and core PCE prints. ======== 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
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 lead with news the Middle East ceasefire deal is still an imaginary figment. Meanwhile, US real personal spending rose just +0.1% in February from January after stagnating in January. The few places of expansion were vehicle sales, healthcare, and financial services. This data shows why most Americans don't feel like they are making economic progress. Worse, real disposable personal income fell -0.5% in February. And the final update of US Q4-2025 economic activity was revised lower yet again. You may recall it was originally touted as a +4.4% growth rate (from the prior quarter). Then the second estimate pegged it at +1.7%. This final update has dropped it to +0.5%, with revisions that reveal lower investment and consumer spending. Year-on-year in real terms, the US economy was +2.0% larger than in Q4-2024, and that is the slowest expansion since Q4-2022, and before that (and except during the pandemic), Q1-2019. US initial jobless claims rose more than expected to 203,000 last week, far more than seasonal factors would have accounted for (188,000). There are now 1,928 mln people on these benefits, less than a year ago, but more than two years ago. The April USDA WASDE report shows smaller US beef production, and they raised their beef import forecast based on recent trade data and continued strong demand for lean processing beef (like from New Zealand). In Canada, there is some intriguing politics to note. Mark Carney leads a minority, coalition government. But recent defections from the Conservatives, and likely by-election results, could see his Liberal Party governing on its own very soon as a majority party. They are cashing in on Carney's surging popularity. In Japan, consumer confidence retreated sharply in March from February which was the highest figure since April 2019. The trigger for the fallback is the global uncertainty and the latest data takes their sentiment levels back to those of May 2025. Malaysia said its industrial production rose +3.1% in February from a year ago. This was sharply less than the +5.5% expected. Meanwhile, German exports rose more than expected, up +2.9% in February from a year ago, and that was despite a -7.5% fall to the US and a -2.5% fall to China. Their imports rose +1.5% from a year ago. We should also note that Anthropic's new AI model is getting eye-catching attention. It's abilities has scared even its own developers who have warned Big Tech to prepare for major disruption. Current cyber security is about to get busted big-time. Global container freight rates rose just +1% last week from the prior week to be +2% higher than year-ago levels. And that was despite sharp increases in China-EU rates that have been roiled by the Middle East conflicts. Bulk cargo rates rose +3.3% over the past week to be +60% higher than year-ago levels. The UST 10yr yield is now just on 4.29%, up +1 bp from this time yesterday. The price of gold will start today up +US$59 at US$4799/oz. (It's record high is US$5422/oz.) Silver is up +US$1.50 at US$76.50/oz. American oil prices are up +US$3 at just on US$99/bbl, while the international Brent price is up a bit less at just under US$97/bbl. The Kiwi dollar is up +40 bps from yesterday at this time at 58.7 USc. Against the Aussie we have risen +10 bps to 82.8 AUc. Against the euro we are up +10 bps at just on 50 euro cents. That all means our TWI-5 starts today up +30 bps from yesterday at just over 62.2. The bitcoin price starts today at US$72,330 and up +0.6% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.5%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again on Monday.
A "mixed at best" economic data slate Thursday has Kevin Green questioning the Fed's interest rate outlook as the balance between inflation and jobs shift. He talks about the latest challenger jobs cuts and jobless claims prints, and previews Friday's February jobs report. When it comes to the Iranian conflict's impact on energy markets, he highlights a bullish technical cross that likely signals a historical price uptrend. On international movers, KG tells investors to keep an eye on South Korea's KOSPI volatility. ======== 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
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 and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
APAC stocks rebounded from yesterday's sell-off as the region took impetus from the positive handover from Wall Street, where the Nasdaq led the advances on tech strength, while geopolitics remained in focus.US President Trump said they are in a very strong position, and that Iran's missiles and launchers are being wiped out, while he added that they will continue forward.Iranian Foreign Minister says Washington will regret targeting Iranian frigate in international waters, Sky News Arabia reported.China set its 2026 GDP growth target at 4.5%-5.0%, as expected (prev. ‘around 5%'), and CPI at around 2%, while it plans to issue CNY 800bln in new policy financing tools and aims to create more than 12mln urban jobs.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.9% after the cash market closed with gains of 1.7% on Wednesday.Looking ahead, highlights include Swedish CPIF prelim. (Feb), EZ Retail Sales (Jan), US Challenger Job Cuts (Feb), US Export/Import Prices (Jan), Jobless Claims, South Korean CPI (Feb), ECB Minutes (Feb) & BoE's DMP, Speakers including ECB President Lagarde, de Guindos & Fed's Bowman, Supply from Spain, France & UK, Earnings from Marvell, Costco, Kroger, JD.com & Victoria's Secret.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Iran's Deputy Foreign Minister says Iran has not sent any messages to the US to end the conflict, but are instead focused on self defence efforts, according to Sky News Arabia.Deputy Commander of the Iranian Army Central Command said Iran has not closed the Strait of Hormuz; IRGC struck a US oil tanker while announcing US, Israeli and European vessels are not allowed through the strait. European bourses trade mixed, STMicroelectronics surges on new chip; US equity futures softer despite positive AVGO earnings.DXY back on a firmer footing, antipodeans lag on China's new growth target and metals prices.Fixed benchmarks lower as energy prices continue to drive price action.Crude benchmarks remain firmer; Spot gold trades slightly firmer, whilst base metals are lower after China forecasts lowest GDP figure since 1991.Looking ahead, highlights include US Challenger Job Cuts (Feb), US Export/Import Prices (Jan), Jobless Claims, South Korean CPI (Feb), ECB Minutes (Feb), Speakers including ECB President Lagarde & Fed's Bowman, Earnings from Marvell, Costco, Kroger & Victoria's Secret.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Seth Denson gives his takeaways from the Supreme Court tariff ruling, and says it may have been “one of the biggest weeks” the market has had to process amid the rest of the economic data we got. He breaks down that data, including Jobless Claims, international trade news, and inflation rates. He thinks 2% inflation is “extremely overzealous” with this level of governmental spending: “between 2%-3% is a win.”======== 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
Kevin Hincks, reporting from the Cboe Global Markets, breaks down the latest snapshot of the labor market with this week's jobless claims. He adds commentary on International Trade in Goods and Services as well as the Philly Fed Manufacturing Index. Kevin has his eyes on the commodity space, with crude oil on his radar amid ongoing tensions in the Middle East. He believes the energy markets should continue to be watched closely as crude oil has risen more than 5% this week.======== 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
Andrew & Tom discuss initial jobless claims data, McDonald's earnings, and Washington State advancing the millionaire's tax. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Kevin Hincks turns to movers affecting markets under the surface. On the jobless claims, he notes the number as little changed from the month prior, suggesting a jobs market finding its footing. In D.C., Kevin explains why he doesn't see the U.S. House on reversing Canada tariffs "going anywhere." ======== 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
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 and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
November's delayed PCE print came in-line with Wall Street estimates. Kevin Green explains how this inflation print pairs with jobless claims earlier in the morning present arguments for and against FOMC interest rate cuts. Also keep an eye on volatility as U.S. dollar and treasury yields continue to tick lower. KG shares concerns for the Mag 7 bull case ahead of most of their earnings as Amazon (AMZN) and Microsoft (MSFT) trade under their 20-day SMA. ======== 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
More bank earnings arrive today along with jobless claims and Taiwan Semiconductor results. Tech and banking sectors have struggled this week. Metals continue to rally.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.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.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.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets need to maintain the TSMC (TSM) rally to keep AI enthusiasm hot. Kevin Green says a push to all-time highs in broader markets will cement Thursday's AI rally. He explains what the uptrend today signals for trading sessions to come. On the labor picture, KG touches on the jobless claims report and what it means for the Fed's path forward. ======== 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
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 and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Kevin Hincks covers the “strong” Jobless Claims number this morning and the fallout from the December FOMC minutes. He thinks the restart of the Fed buying short-term Treasuries is the most important part to watch, along with the factors behind it. He also notes that 2026 reshapes the voting members within the Fed, potentially bringing in more hawkish voices.======== 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 discusses the “positive sign” in the latest Jobless Claims report and notes how the volatility in the Texas job market is impacting the numbers. KG also covers the strong demand coming out of China for Nvidia's (NVDA) H200 chips, causing the company to ramp up production. He points out trends to watch in solar energy, charting the TAN ETF and drawing attention to tailwinds for the sector next year.======== 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 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
⬜ 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.
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
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
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
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.
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
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