Podcasts about Jobless claims

A hard-hitting analysis on the state of the American workforce! ⚡ In this episode, the hosts break down trending data comparing domestic tech layoffs to foreign H-1B visa issuances

Shutterstock Track 1219389Monetization ID TFGEPGEI0LHEIJAIKia 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 US treasury yields are trading at multi-year highs, as stronger-than-expected economic data and elevated oil prices fuelled bets on another Fed rate hike. The 10-year yield topped 5.18%, its highest level since 2007, while 30-year reached a 2004 peak of 5.47%. The gold price is slipping. Many other asset prices face price risks too, especially commercial property and that also comes with leverage risks being exposed.So far the US-China meetings in Washington DC between Xi and Trump have been all show and no substance.In the US, there were 163,800 initial jobless claims last week, an increase from last week's unusual low but about the increase that can be accounted for by seasonal factors. That puts the continuing claims at 1.55 mln, a new 60 year low. The qualification restrictions are certainly biting hard now. Early estimates of the September US non-farm payrolls change doesn't support the idea that jobs growth is strong, and certainly not among workers who are being stripped from unemployment protections.However there was positive news of expanding recent sales of new-built homes. Even though housing starts are falling, sales of these homes rose in August, up +6.4% from July, but still -2.0% below year-ago levels.The Kansas City Fed factory survey stayed positive in September, holding the expansion level it has had since June. But price pressures intensified, the survey shows.There was a still well-supported US Treasury seven year bond auction overnight (down only -3.2%) that delivered a median yield of 5.02% (high 5.09%) and that was up sharply from the median of 4.46% at the prior equivalent event a month ago. That is near its highest in 20 years.Canada reported some positive economic data overnight. It's August retail sales were up +1.3% (real), and more than making up for the -0.7% monthly fall in July. They are up +1.9% (real) from a year ago. And its manufacturing sales were up +1.1% in August. This extends a string of good monthly gains in 2026, with only one month in the past seven showing a dip.In China, they raised their petrol prices today to ¥8.90/L, up from ¥8.60/L (NZ$2.34/L from NZ$2.26/L).In Australia, June 2026 data released yesterday by the ABS shows household wealth there has reached AU$19.4 tln, driven by superannuation, but now held back by recently falling housing values. That is average per capita wealth of AU$694,500. There are a vast number of Aussie 'super' millionaires now.Meanwhile, the August update of their labour force data shows +39,500 more jobs in the month with 14.827 mln people employed. But their jobless rate rose to 4.6% with 722,900 adults unemployed and a rise of +28,200 in a month. Hours worked and participation both rose and underemployment fell (slightly).Global container freight rates were little-changed overall over the past week. There were some falls in the China-EU trade, but a minor rise in the Chine-USWC trade. Overall prices are now +154% higher than year-ago levels and have topped out for the moment. Bulk cargo rates are +3% higher for the week but also seem topped out. From a year ago, these rates are +55% higher.The UST 10yr yield is now just on 5.18%, up another +5 bps from yesterday. The 30 year yield is at 5.47%, up +7 bps.The price of gold is at US$4264/oz, and down -US$30 from yesterday. Silver is at just over US$63.50/oz and down -US$1.Oil prices have risen +US$4 to just on US$95.50/bbl in the US, while the international Brent price is up +US$4.50 to US$107/bbl. Saudi Arabia says its pipeline repairs will be completed "within days".The Kiwi dollar is down -10 bps from yesterday, now at 56.6 USc. Against the Aussie we are up +10 bps at 80.7 AUc. Against the euro we are little-changed at just on 49.8 euro cents. That all means our TWI-5 starts today at just on 60.3 and down -10 bps.The bitcoin price starts today at US$84,103 and down a minor -0.3% from yesterday. Volatility over the past 24 hours has been modest at just over +/-1.1%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again on Monday.Track 1219389Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

In Episode 206 of the Facts vs Feelings Podcast, Carson Group's Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into the Mag 7's surge to a new all-time high, edging out the S&P 500 itself. The hosts point to Meta's blockbuster rally, up double digits on the back of a new AI agent that's been downloaded nearly a million times in less than a week, along with chip and semiconductor names like AMD, Intel, and Arm Holdings that all posted big gains as the AI capex story keeps accelerating. They discuss why tech and communication services are carrying the index while breadth complaints miss the bigger picture, and why the S&P 500 grinding sideways for weeks before a sharp move is a bullish, not bearish, signal.From there, the conversation turns to the Fed. Ryan and Sonu revisit last week's rate hike and dot plot, making the case that despite the headlines calling it hawkish, the underlying numbers, real policy rates, dot plot math, and a lack of any hawkish commentary on AI capex actually point to a more dovish stance than markets are pricing in. They also cover Bitcoin's breakout past $85,000, why the failed Clarity Act may be a hidden positive for crypto, and a batch of strong economic data: retail sales beating expectations, jobless claims at multi-year lows, and S&P 500 revenue growth being driven almost entirely by technology.The episode wraps with a look at extreme bearish sentiment readings despite a resilient market, and why that combination has historically set up strong seasonal rallies into Q4.[Key Takeaways]The Magnificent 7 hit a new all-time high and is now outperforming the S&P 500 on both a price and relative basis, fueled largely by Meta's double-digit rally after the launch of a new AI agent downloaded nearly 900,000 times in six days.Chip and hardware names surged alongside Meta's news, underscoring how AI capex spending continues to ripple through the semiconductor supply chain.Despite a 12-0 vote to hike rates and a dot plot showing one more hike projected for 2026, the hosts argue the Fed's own real policy rate and GDP/inflation projections actually point to a more dovish stance than the market is pricing in.Retail sales came in well above expectations (1.1% vs. 0.8%), core retail sales rose 5% annualized over the last three months, and jobless claims hit their lowest non-seasonally adjusted level since 2022, pointing to a resilient consumer and labor market.Bitcoin broke above $85,000 following the Fed meeting, and the hosts argue the failed Clarity Act may actually be bullish for crypto by keeping it outside mainstream finance and regulatory scrutiny.Jump to:0:00 — Welcome and the Setup1:15 — Mag 7 Retakes Leadership6:35 — Meta's AI Agent Sparks a Surge11:20 — Breadth Complaints Versus Reality15:05 — Fed Overhang and Market Calm20:30 — Seasonality Fears and Sentiment Signals27:30 — Yields, Inflationary Growth, AI Spending31:35 — Bitcoin Breakout and Risk-On Clues37:15 — Was the Fed Really Hawkish45:00 — Dot Plot Math and Real Rates52:05 — Revenue Growth Story Led by Tech55:10 — Retail Sales Show Consumer Strength56:50 — Jobless Claims and a Firm Labor Market57:00 — Final Takeaways and SignoffConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

SONG: TRUMP JOBLESS CLAIMS ARE FALLIN Hear comedian Jim Gossett on Rob Carson's National Talk Show 12-3 on WMLB 1690 AM in ATL

Today's Daily Stock Market News covers the major global and Indian business updates you need to know on 18th September 2026.In this video, we discuss US weekly jobless claims, the rise in S&P 500 and Nasdaq, India's export growth, EU restrictions on Chinese hybrid cars, and India's steel export quota to the EU.We also cover Advent International's ₹3,150 crore investment in Yatharth Hospital and the ongoing Tata Sons leadership dispute involving Noel Tata and N. Chandrasekaran.Stay updated with the latest stock market news, business developments, global economy updates, and important corporate announcements.Subscribe to InvestYadnya for daily stock market news and financial education.Disclaimer: This video is for educational and informational purposes only and should not be considered investment advice. Please do your own research before making any investment decisions.

Shutterstock Track 1219389Monetization ID TFGEPGEI0LHEIJAIKia 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 it seems yesterday's unanimous Fed decision to prioritise the inflation fight has financial markets reassured. The US Treasury yields have pulled back from their highs, although still at Tuesday's high level.One thing millions are watching is whether US mortgage rates will hit 7% again. They haven't quite yet but it is close. Not only are new home and refinance borrowers affected, the house building industry and all that it supports are anxious as well.But first in the US today, their weekly initial jobless claims fell last week and by more than expected and by more than seasonal factors would have indicated. There are now 1.58 mln people on these benefits, also a notable fall as the much tighter qualification rules start to bit hard now.US housing starts fell and to their slowest pace since 2019, with the exceptions of the sharp and unusual May dip, and the pandemic. That was matched by low building consent levels, so the easing off in this homebuilding sector will continue.The regional Philly Fed factory survey for the important Pennsylvanian rust belt region was expected to fall in September from August and it did, but not by as much as expected. New orders and shipments remained elevated, while the employment index declined but stayed positive, signaling continued job growth. Both input and output price indicators moved higher and at a faster pace.US pending home sales were down -4.7% in August from a year ago, but at least they did manager to level-peg from July.There was a US 10 year TIPS bond auction overnight which delivered a median yield of 2.58% (high 2.65%), which is a notable rise from the 2.37% at the prior equivalent event a month ago. Although not as dramatic as the -17% fall off in demand for yesterday's 20 year bond, this auction attracted lower demand as well, -12% less.And we should probably note that Chinese president Xi will be visiting the US next week and there is a frenzy of advanced negotiations underway in preparation so that both he and Trump can announce something 'substantial' and worth the visit. What will be interesting will be the moves after the event glad-handling.In Canada, their producer prices rose sharply again, up +13.5% from a year ago in August, driven of course by high fuel costs. On the same basis their diesel is up +75% and petrol up +42%. Both rose notably from July as well.Singapore's electronics sector had a boom month in August helping power the country's non-exports to a +46% gain from the same month a year earlier. That was up very sharply from a downwardly revised +24.1% rise in July and far above forecasts of +35%. It was the twelfth straight month of expansion and the strongest growth since October 1988. The US was a small customer in August than July. But every other major country was a much larger customer (other than the EU).(Meanwhile their imports rose +39% but that includes oil.)Overnight the Bank of England reviewed their policy rate and left it unchanged at 3.75. Three of their nine voters wanted a rise. That kept their no-change streak of 2026 intact. Taiwan reviewed its 2.0% policy rate, also keeping it unchanged. And later today the more important Bank of Japan review is expected to announce a +25 bps hike to 1.25%.In Australia, they released updated population data yesterday. This is a hot topic politically. Their population grew by +1.4% in the 12 months to March 2026, now 27.9 million people. That's 392,700 more than the same time in 2025. The natural increase was +100,000 and the net migration increase was +292,100 (and down from +309,500 in the previous year). The state with the biggest increase was Victoria (+109,500); the state with the fastest increase was Western Australia (+2.1%).Global container freight rates have stayed very high but are in fact little-changed from last week at this time. From a year ago they are up +135% however. Within the recent no-change, rates from China to Europe were down about -5% while rates from China to the US rose about +5%. Bulk cargo rates fell -8% in the past week, but are also historically high still and up +55% from a year ago.The UST 10yr yield is now just on 4.94%, down -7 bps from yesterday.The price of gold was at US$4360/oz, and recovering +US$111 from yesterday. Silver is at just over US$65.50/oz and up +US$2.50/oz.Oil prices have eased -50 USc to US$102/bbl in the US, while the international Brent price is little-changed at US$104.50/bbl.The Kiwi dollar is down -30 bps from yesterday, now at 57.3 USc. Against the Aussie we are down -20 bps at 80.6 AUc. Against the euro we are unchanged at just on 49.9 euro cents. That all means our TWI-5 starts today at just under 60.8, down -20 bps and still at a six-week low.The bitcoin price starts today at US$76,622 and up +1.5% from yesterday. Volatility over the past 24 hours has been modest again at just over +/-1.0%.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 tomorrow.Track 1219389Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

US President Trump said the renewed campaign against Iran would not continue for too long and that oil prices would come down; Trump added the US was prepared to conduct another attack on Iran.US President Trump said he has very productive things to talk about with China President Xi, adding it "Will be very exciting and great".Crude futures lacked firm direction after marginally gaining in two-way trade yesterday amid somewhat mixed comments from US President Trump.USD/JPY extended on the prior day's decline with the pair breaching the 158.00 level to the downside after the Japanese currency was supported on Wednesday.APAC stocks eventually traded mixed after initially posting gains; European equity futures indicate a marginally negative open.Looking ahead highlights include Swiss CPI (Aug), GDP (Aug), Global S&P Services and Composite PMI Final (Aug), EU PPI (Jul), US Challenger Layoffs (Aug), Trade Balance (Jul), Jobless Claims, ISM Services PMI (Aug), Atlanta Fed GDP (Q3), Canadian Trade Balance (Jul). Speakers include Fed's Waller, Hammack & Goolsbee, RBA's Jones & Hunter. Supply from Spain & France.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said regarding Iran that the US is winning that one very big and controls the Hormuz Strait.Russian President Putin said that Russia and Ukraine should agree first and noted that there is an opportunity to reach a peace agreement.Global equities broadly firmer; Broadcom slips after Q4 revenue and margin outlooks missed estimates.DXY lower; JPY outperforms, CHF strengthens after hotter-than-expected inflation.Fixed income benchmarks steady; however, US 10yr holds above 4.75%.Energy benchmarks reverse earlier downside following constructive Putin comments.Looking ahead, highlights include US Trade Balance (Jul), Jobless Claims, S&P Services and Composite PMI Final (Aug), ISM Services PMI (Aug), Atlanta Fed GDP (Q3), Canadian Trade Balance (Jul). Speakers include Fed's Waller, Hammack & Goolsbee.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Mortgage rates are reacting this week to a surprising jobs report, sticky inflation data, and the Federal Reserve's Jackson Hole meeting. In this video I break down what jobless claims, PCE inflation, and rising oil prices mean for mortgage rates, home affordability, and what the Fed does next. Homebuyers, homeowners, and Realtors, this is the week's mortgage rate update. Here's what I cover: • Why a stronger than expected jobs report is actually bad news for mortgage rates • How bond prices and yields actually work, explained simply • The Fed's two big concerns right now: inflation still at 3.7% and unemployment near full employment • Jobless claims and continued claims data, and what it tells us about the labor market • Why oil sitting in the 80s is keeping inflation elevated, and what has to happen for rates to drop • How Fed rate cut expectations have completely flipped ahead of Jackson Hole • What I'm telling my own clients right now about locking in Read more mortgage rate breakdowns on my blog: https://therateupdate.com/blog CHAPTERS 0:00 Jobs Report Shakes Up Mortgage Rate Expectations 1:20 How Bond Prices and Yields Actually Work 3:45 The Fed's Two Mandates: Inflation and Jobs 6:10 Jackson Hole and This Week's Jobless Claims 8:40 Oil Prices, Earnings, and What the Fed Does Next 

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Mortgage rates are moving after a big week of data. In this video I break down the new PPI inflation report, CPI, jobless claims, oil prices, and what it all means for your mortgage rate, plus what the Federal Reserve is likely to do at its next meeting.If you're a homebuyer, homeowner, or realtor trying to figure out where mortgage rates go from here, this is exactly what I do every day for my own clients.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI 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 ship traffic in the Hormuz Strait is now at a complete standstill. But oil prices have eased slightly all the same. So, Wall Street rose and to new record highs. In the US, there were +187,000 initial jobless claims last week, a slightly larger increase than seasonal factors can account for. There are now just over 1.8 mln on these benefits, a fall from last week as the very much tighter qualification requirements keep people off these unemployment programs. US producer prices came in slightly lower than expected for July, up +4.7% from a year ago, down from +5.5% in June and lower than the +4.9% expected. A notable fall in July fuel costs offset all other rises in the month. There was a well supported US Treasury 30 year bond auction earlier today, but investors wanted and got higher yields. They came in at a median 5.16% (high 5.22%) which is a 25 year high and something of a warning to the US Administration. This was up from the prior equivalent event median of 5.01% a month ago. Meanwhile, Cleveland Fed President Hammack restated her view that the ‌US central bank should raise rates immediately to bring down too-high inflation and restrain business growth and investment. She is a current FOMC voting member. She said she "lacks confidence" the current do-nothing policy will get inflation back to its target. Meanwhile the Richmond Fed boss Barkin says he is happy to wait. Barkin is not a current FOMC voting member. In Japan, their central bank wants to raise its 1% policy rate from here, and reports indicate that it has government backing for the move now. It could come at the next review in mid-September. Markets have priced in a 75% chance. Japanese producer prices have been rising fast recently and were up 7.2% in July from a year ago. But there was essentially no rise in July from June, so they are starting to see some heat dissipate. India reported strong exports, its third highest monthly total ever, in July, and up +19% from the same month in 2026. But they also reported record high imports, driven by fuel imports. In the EU. euro area industrial production rose in June, very slightly (+0.1%), when a fall (-0.8%) was expected. In the wider EU region, the gain was even better. Production of consumer goods led the way with a strong June result. Gains in Denmark, Poland and Finland were notable. Germany and France dipped. In Australia, regulators there are warning that online brokers are targeting retail investors with complex or high-risk products without clearly disclosing their risks or conducting proper onboarding, leaving those who respond exposed to risky products that could see them lose their investments within hours.  New semi-annual pay data out yesterday in Australia revealed a softening trend in the private sector. Overall average weekly ordinary time earnings for full-time adults were AU$2,084 in May, up just +1.6% overall in the period, up +3.7% for the year. These are the slowest increase rates since 2022. Rises in public sector pay are running at nearly twice the pace of the private sector. Recall, CPI inflation there was at 3.8% in the year to June - so no real gains. Global container freight rates were up a mere +1% last week from the prior week but are +85% higher than year-ago levels. That weekly data masks sharply higher rates to the US from China, offset by lower rates from China to the EU. Bulk cargo rates fell -4.2% in the past week from a cycle high and are now +45% higher than year-ago levels. The UST 10yr yield is now just on 4.63%, down -5 bps from this time yesterday. The price of gold is falling, now at US$4357/oz, down -US$60 from yesterday. Silver has fallen almost -US$1 to just over US$64.50/oz. Oil prices are down -US$1 from yesterday at just under US$82/bbl in the US, while the international Brent price is now just under US$88/bbl. Hormuz transits have virtually vanished. There has been no crude tankers and only 1 cargo ship exiting over the past 24 hours (0 dark with transponders off) and just two entering for new loads (0 dark), again all Iran-linked. The Red Sea activity is now less than 10 exits at the Yemen chokepoint. The Kiwi dollar is down another -10 bps from yesterday at just under 58.5 USc. Against the Aussie we are holding soft at 82.9 AUc. Against the euro we have dipped -10 bps to 50.7 euro cents. That all means our TWI-5 starts today at just under 62.1 which is also down -10 bps from this time yesterday. The bitcoin price starts today at US$63,141 and down -0.4% from this time yesterday. Volatility over the past 24 hours has also been low at just on +/-0.8%. 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. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

We got the latest reading of jobless claims today. Last week, 199,000 people filed for first-time unemployment claims. Thing is, there were large-scale firings of Haitians and Syrians with Temporary Protected Status, but because they aren't eligible for unemployment insurance, they won't show up in unemployment claims. We'll discuss how these job losses can be tracked and more of this low-hire, low-fire economy we can't seem to shake. Plus, we'll explore how local utilities are grappling with the potential costs and benefits that data centers can bring.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:As more data centers hook up to the grid, how will electric companies keep prices down?

We got the latest reading of jobless claims today. Last week, 199,000 people filed for first-time unemployment claims. Thing is, there were large-scale firings of Haitians and Syrians with Temporary Protected Status, but because they aren't eligible for unemployment insurance, they won't show up in unemployment claims. We'll discuss how these job losses can be tracked and more of this low-hire, low-fire economy we can't seem to shake. Plus, we'll explore how local utilities are grappling with the potential costs and benefits that data centers can bring.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:As more data centers hook up to the grid, how will electric companies keep prices down?

Kevin Hincks starts his day by looking at weakness in the Nasdaq-100 (NDX) pointing to the steep selling in memory stocks like Western Digital (WDC) and SanDisk (SNDK). He discusses the expectations from Wall Street versus the reality of earnings reports and what it all means for stock price activity moving forward. Later, he and Nicole Petallides discuss several headlines impacting today's trading including SpaceX (SPCX) facing its first lockup expiry, Jobless Claims below expectations and the ongoing negotiations with Iran on reopening the Strait of Hormuz.======== 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

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI 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 oil prices are up today as Iran flexes its diplomatic muscle and threats, one of which is an effort to block US ships transiting the Strait of Hormuz. Meanwhile Trump is backing away from more action in the region, potentially leaving US allies in the lurch. Through all this, crude prices are rising again, and US pump prices never dopped back during the recent fall in crude prices. That has bond markets worried that inflation may be about to turn up again, and yields rose somewhat today. In the US, July job cut announcements were very low. In fact, US-based employers announced 33,429 job cuts in the month, the fewest in two years. But AI led all reasons for job cuts for a fifth straight month and was responsible for almost 11,000 during the month. The tech sector cut the most jobs, followed by the financial sector. Cut is government , and services were almost non-existent. This data comes ahead of tomorrow's July non-farm payrolls report which is expected to show jobs growth a very low +80,000. US jobless claims dipped last week but only by what seasonal factors would have expected. There are now 1.84 mln people on these benefits slightly lower than a year ago, and two years ago. Tough eligibility restrictions are restraining enrollment in conjunction with tougher restrictions on eligibility for SNAP (food stamps). More than 4 mln people have been cleared from these programs and much tougher restrictions are coming. The USDA has restricted access to data recording the numbers of people receiving this assistance. While still elevated, the NY Fed's Global Supply Chain Pressure Index eased low in July. In Europe, retail sales sagged slightly in June, dipping -0.1% from May when a +0.1% rise was expected. That leaves them up +1.2% from a year ago on a real/volume basis. Meanwhile, German factory orders rose +3.1% in June from May to be +6.5% higher than year ago levels, an accelerating pace from May. Apart from a few newsworthy bumps in between, in fact these order levels have been on an upswing since September 2025. Strong export growth in June delivered Australia an unexpected trade surplus, of +AU$1.9 bln when a deficit of -AU$1.1 was expected after May's -AU$2.4 bln deficit. Their exports rose +8.6% from a year ago, boosted by an unusual rise in gold exports, up more than +25% from the same month a year ago. Global container freight rates turned up marginally last week from the prior week to be +77% higher than year-ago levels. Outbound rates from China to the US drove the rise, which rates to and from the EU were lower. Those rates have to compete with the very fast & successful overland rail service out of China. Meanwhile, bulk cargo rates jumped more than +12% in the past week to be +60% higher than year-ago levels. The UST 10yr yield is now just on 4.67%, up +5 bps from this time yesterday.  The price of gold has dipped to US$4245/oz, down -US$8 from yesterday. Silver has dipped -50 USc at just over US$61.50/oz. Oil prices are up +US$3 from yesterday and now just under US$77.50/bbl in the US, while the international Brent price is now just under US$82.50/bbl and up +US$3.50. Hormuz transits are still very constrained. There has been no crude tanker and 11 cargo ship exiting over the past 24 hours (5 dark with transponders off) and nine entering for new loads (4 dark), again all Iran-linked. The Red Sea activity is still low with just a few more than than 20 either way at the Yemen chokepoint. Alternative routes are now making a significant, if costly, difference. The Kiwi dollar is down -20 bps from yesterday at just under 58.7 USc. Against the Aussie we are little-changed at 83.4 AUc. Against the euro we have dipped -10 bps to 50.9 euro cents. That all means our TWI-5 starts today at 62.4 which is down -10 bps from this time yesterday. The bitcoin price starts today at US$64,550 and down -0.2% from this time yesterday. Volatility over the past 24 hours has stayed low at just on +/-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'll do this again on Monday. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

Sam Vadas turns to the macro front for Thursday's final takeaways, discussing what is considered a positive decline in jobless claims and a negative decline in pending home sales. ======== 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 US has completed another round of strikes on various parts of Iran, targeting military capabilities; Tehran responded with its own attacks on Kuwait and Jordan.US President Trump stated Iran wants to meet, though warned that strikes would expand next week. Nonetheless, crude benchmarks take a breather following recent gains; Brent -0.6%.APAC stocks held a mostly negative bias, with the KOSPI (-6.4%) dragged by losses in Samsung Electronics (-8.6%) and SK Hynix (-11.9%). European equity futures are indicative of a slightly firmer open.DXY is flat and holds around 100.50; G10s are mixed against the USD.Looking ahead, highlights include UK GDP (May), Italian HICP Final (Jun), EZ Balance of Trade (May), US Retail Sales (Jun), Jobless Claims, Philly Fed Index (Jul), Pending Home Sales (Jun), Atlanta Fed GDP, SNB Minutes (Jul), Speakers including Fed's Logan & Schmid, Supply from Spain, France & UK.Earnings from Netflix, Alcoa, UnitedHealth, GE Aerospace, US Bancorp, Abbott, State Street & ABB.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The US has completed another round of strikes on various parts of Iran, targeting military capabilities; Tehran responded with its own attacks on Kuwait and Jordan.TSMC reported Q2 metrics that beat estimates, while raising its Q3 revenue guidance above expectations. In addition, the co. is to add another USD 100bln of US investment. US equity futures lower despite strong TSMC earnings and Japan's large investment for Nvidia's Rubin chips.DXY rangebound while CHF and NOK outperforms; GBP unreactive following GDP data. Fixed income benchmarks softer despite lower energy; UK and French politics in focus.Crude benchmarks take a breather despite ongoing US-Iran strikes, spot gold moves a bit lower.Looking ahead, highlights include US Retail Sales (Jun), Jobless Claims, Philly Fed Index (Jul), Pending Home Sales (Jun), Atlanta Fed GDP, Speakers including Fed's Logan & Schmid, Earnings from Netflix, Alcoa, GE Aerospace, US Bancorp, Abbott & State Street.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI 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 US-Iran conflict seems to be intensifying. Market responses don't reflect that yet however. In the US, initial jobless claims rose last week to 245,000 but this was less of a rise than seasonal factors can account for. There are now 1.85 mln people on these benefits, less than year-ago levels. US retail sales were up a healthy +8.4% in June from a year ago but virtually unchanged from May. If you take out cars and petrol, then the rise is +5.7% from a year ago, and a fall from May. Still good, but boosted by their claimed +3.5% inflation. Online sales of electronics goods were particularly strong, suggesting buyers were looking to get ahead of tariff and trade impacts. Meanwhile, new order levels reported in the Philly Fed's July factory survey were impressive. But this came with a fall-away in sentiment about the future, and with unusually high input cost inflation. More signs of stockpiling behaviour. And US petrol prices are rising again. US homebuilder sentiment fell in July in the NAHB survey. Not by a lot, but keeping it in the depressed state this sector has been in since the pandemic. They have an input cost problem too. The other side of this industry is in lackluster conditions too. Pending home sales fell in June from May, and came in slightly lower than year-ago levels. That was their biggest retreat in six months. The weakness was broad based across the whole country. In Canada, their June housing starts were -13% lower than year-ago levels. These were weak in Vancouver with a big fall-off in multiunit construction, but quite strong in Toronto. In Korea, their central bank raised its policy rate yesterday, raising it from 2.5% to 2.75%. This was as expected however. It was their first rise in more than three years as it grapples with inflationary pressure at least partially stemming from a faster economic expansion. Their previous change was a cut of -25 bps in May 2025. In Australia, the respected Melbourne Institute survey of inflation expectations has come in with a 4.7% July result after it's 5.5% in June after topping out at 5.9% in April. Australia's official inflation was 4.0% in May after topping out at 4.2% in April. Their June CPI is due to be released on Wednesday, July 29. Global container freight rates stayed very high last week even though they dipped -2% from the prior week. That leaves them +75% higher than year-ago levels. Meanwhile bulk freight rates were little-changed over the past week to be +55% higher than year-ago levels. The UST 10yr yield is now just on 4.57%, up +3 bps from this time yesterday.  Wall Street has started today with the S&P500 down -0.7% and the Nasdaq down -1.6%.  The price of gold has fallen to US$3984/oz, down -US$78 from yesterday. Silver is now just over US$55.50/oz, down -US$2 from yesterday. Oil prices are little-changed from yesterday at just on US$79/bbl in the US, while the international Brent price is still just under US$84.50/bbl. Hormuz transits have stayed low overnight There have been just 3 crude tankers and 8 cargo ships exiting over the past 24 hours (3 dark with transponders off) and 18 entering for new loads (5 dark) and almost all Iran-linked. More ships are exiting the Red Sea now, but much fewer want to enter. This rush out may be because Iran has told the Houthis to close the waterway if the US strikes Iran's civilian electricity network. The Kiwi dollar is down -20 bps from yesterday at just under 58.4 USc. Against the Aussie we are unchanged at 83.5 AUc. Against the euro we are also little-changed at just over 51 euro cents. That all means our TWI-5 starts today at just on 62.2 which is down -20 bps from this time yesterday. The bitcoin price starts today at US$64,111 and down -1.3% from this time yesterday. Volatility over the past 24 hours has been low at just under +/-1%. 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. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit 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.

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.

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.

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.

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

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

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

⬜ 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.

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

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.

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.