Podcasts about The Jolts

The June jobs number looks stronger than it really is I want to be clear; I wouldn't say this was a bad report, but the headline number that showed an addition of 147,000 jobs in the month of June doesn't show the full picture. The number did come in well above the estimate for 110,000 jobs and it follows upward revisions in the months of April and May that have totaled 16,000 jobs, but the concerning part I saw was government accounted for 73,000 new jobs in the month of June. This did not come from the federal government as that actually saw a decline of 7,000 jobs, but rather it was state and local governments which added a combined 80,000 jobs in the month, most of which came from education. The speculation is that this had something to do with seasonal adjustments and that obviously gains of that magnitude will not continue moving forward. Other areas that were strong included healthcare and social assistance, which was up 58,600, leisure and hospitality, which was up 20,000, and construction, which was up 15,000. Many of the other areas in the report were quite muted and manufacturing and professional and business services actually saw a decline of 7,000 jobs each in the month. There was good news on the unemployment rate as it ticked down to 4.1%, which was the lowest level since February and came in below the expectation for 4.3%. Unfortunately, this largely came due to the decline in the labor force participation rate, which dropped to 62.3%. This was the lowest level since late 2022. The problem here is the working age population continues to shrink, while the retirement population continues to grow. In fact the prime working age participation rate was recently near a record high of 83%. A potential problem to future job growth is the fact that we are running low on workers in their prime. This report largely erased any chance of a Fed rate cut in July, but I would say there was more positive news on the inflation front as average hourly earnings saw a manageable year over year increase of 3.7%. As I said, this wasn't a bad report and in fact I would say it continues to show that the labor market is in a good spot for the most part, but it definitely wasn't an overly strong report in my opinion.   Job openings remain strong The Job Openings and Labor Turnover Survey, also known as the JOLTs report, showed job openings rose 374,000 in the month of May to 7.769 million. This easily topped the estimate of 7.3 million and it also comes during a month where layoffs declined 188,000 to 1.601 million. While this is positive for the economy and shows the labor market remains resilient, it does hurt the chances of a July cut from the Federal Reserve. Fed chair Powell during a panel said, ““In effect, we went on hold when we saw the size of the tariffs and essentially all inflation forecasts for the United States went up materially as a consequence of the tariffs.” With the labor market staying strong and many Fed members likely waiting for more data on how tariffs are impacting inflation, I would be surprised to see a cut in July. Although there have been a couple members saying a cut in July is possible, I still believe it would come as a surprise as many other members have expressed their desire to remain patient. I can see the case for a July cut, but I believe it is more likely we will see one in a couple months at the next meeting in September, if inflation remains in check.   Why did Apple produce the new movie F1? Apple is obviously known for the iPhone, the iPad and the Mac, but a top producer of mega hit movies, not so much. Since 2019 they have tried to produce big hit movies like Killers of the Flower Moon in 2023 that starred Leonardo DiCaprio and Robert DeNiro, but the world box office receipts were only $159 million. Another hit movie they tried for that ended up as their top movie in 2023 was Napoleon with $221 million in box office receipts. So why did Apple agree to spend almost $250 million more to produce F1, which stars Brad Pitt? No one seems to understand. Brad Pitt will be paid $20 million for this movie and will get a cut of the films revenue if it's a hit. It does have some chance for success since it was directed by Joe Kosinski and produced by Jerry Buckheimer, who were successful with Top Gun Maverick as that movie grossed $1.5billion in 2022. This past weekend F1 was the top box office hit with $55.6 million, but it appears to be struggling with the mass audience as most viewers were older men like myself who love cars and racing. I have not seen the movie yet but would like to soon. Apple seems to struggle in this space as it is spending billions of dollars annually but continues to lose on the development of hit movies. Apple TV+ only has roughly 27,000,000 subscribers and is known for subscribers canceling their subscription after watching a particular show or movie. Netflix has a 2% cancellation rate while Apple's is 6% in any given month. It's also interesting to note that the big movie production house Warner Brothers is responsible for distributing F1 and will receive a percentage of box office revenue that increases as ticket sales rise. There is some concern that in less than two weeks, Warner Brothers will be releasing their hit movie Superman and that could override the promotion of F1. If you want to see the movie F1 and you have Apple Pay you can get a discount on the tickets, which is something Apple has never done before. I won't make any judgments on the movie till I see it myself, but I don't see this boosting the lagging stock price of Apple and I do not understand why they're in the movie business.   Don't be fooled by ultra-high-income ETF's I wouldn't think I would have to warn people that if you're being offered a yield of 100% or more on a fund, the risk has to be extremely high and there is probably a good chance for loss. However, with that said this year alone $6.4 billion of new money has been placed into these high-risk funds that I assume are unsuspecting buyers who don't really understand how these funds work. Regulatory filings show that at least 95% of these ETFs are held by individual investors or small financial advisors. The way they generate this high income is by trading options contracts on a single stock. It is misleading how they come up with those ultra-high yields of 100% plus as they take the ETF's payout from option trading in the most recent month then multiply it by 12 and divide it by the fund's net asset value. As an example, we can go back to November 2022 when a fund called the YieldMax TSLA Option Income Strategy ETF (TSLY) sold options on Tesla stock and promoted the yield was 62.8%. The fund has now dropped down to under $9 a share, roughly a 80% drop in the fund. This is somewhat surprising to most since during that timeframe Tesla stock is up around 70%. Sometimes people think just because there's income or a nice yield that the fund is safer, but investors should remember that in most cases, the higher the yield the higher the risk.   Financial Planning: Pension lump sum vs monthly income? When deciding between taking a pension benefit as a lump sum or monthly payments, it's helpful to compare the guaranteed income stream to the return you'd need on the lump sum to generate the same income yourself. Monthly payments offer steady, reliable income for life, essentially acting like a personal pension annuity, but most pensions do not include inflation adjustments, meaning the purchasing power of those payments may decline over time. Additionally, choosing a joint life annuity to continue payments to a surviving spouse will offer a lower monthly amount compared to a single life annuity. Since Social Security income drops when the first spouse passes, a joint annuity is usually more appropriate than a single life annuity to help maintain household income for the surviving spouse. In contrast, rolling over the lump sum into a retirement account gives you full control and the potential for growth. It also provides flexibility to structure income in a tax-efficient way allowing you to manage taxable distributions around other income sources, perform Roth conversions, or plan for inheritances and legacy goals. To make an apples-to-apples comparison, it is helpful to calculate the internal rate of return (IRR) you'd need to earn on the lump sum to replicate the monthly pension payments over your expected lifetime. For example, if your lump sum is $500,000 and your pension offers $3,000/month for life, you'd need to earn a little over 5% on the lump sum to match that income.  Keep in mind, the lump sum is also an income source and this return calculation can help clarify whether the guaranteed income or potential flexibility and growth better align with your overall financial plan.   Companies Discussed: The Goldman Sachs Group, Inc. (GS), Robinhood Markets, Inc. (HOOD), Centene Corporation (CNC) & Columbia Sportswear Company (COLM)  

Notas del Show: • Wall Street se recupera tras la corrección del martes: Futuros al alza: $SPX +0.3%, $US100 +0.3%, $INDU +0.4%. La reforma fiscal avanza en el Senado (51-50), pero el JOLTS mostró un mercado laboral más ajustado. Hoy se esperan datos de empleo ADP y recortes de Challenger, claves para la Fed. • Grandes bancos suben dividendos tras pasar stress test: $C +7.1% ($0.60), $WFC +12.5% ($0.45) y $GS +33% ($4.00). La Fed afirmó que los bancos mantienen capital sólido incluso ante escenarios adversos. • Intel reconsidera su roadmap de chips: $INTC podría dejar de ofrecer su nodo 18A a nuevos clientes y enfocarse en 14A para atraer a $AAPL y $NVDA. El cambio podría implicar depreciaciones multimillonarias. Mantendrá 18A para uso interno y clientes existentes como $AMZN y $MSFT. • Boeing y Airbus buscan controlar operaciones de Spirit AeroSystems: $BA y $EADSY tomarían el control de la planta de Belfast si no aparece comprador. Airbus se quedaría con la producción del A220, y Bombardier evalúa participación. Autoridad de Competencia del Reino Unido definirá el caso antes del 28 de agosto. • Flujo vendedor chino impacta a techs de Hong Kong: Inversores chinos vendieron 46.4B HK$ en $TCEHY, $XIACF y $BABA en junio, presionando sus repuntes recientes. UBP atribuye el movimiento a toma de ganancias y falta de nuevos catalizadores. Un día con foco en decisiones estratégicas, recompras bancarias y señales mixtas desde Asia. ¡No te lo pierdas!

Send us a textDollar slides as Powell sounds more dovish than expected. Trump's bill passes through Senate, pending final vote in House. JOLTs and ISM mfg. PMI reveal some improvement. Wall Street pauses uptrend, gold rebounds.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Market Insights During a Choppy Pre-Holiday Week In this episode of Dividend Cafe, Brian Szytel provides an update on the market activities on July 1st, during a shortened week leading up to the 4th of July holiday. The DOW showed significant gains despite a generally choppy market, with some large healthcare stocks contributing to its performance. The S&P and Nasdaq experienced minor declines. Key economic indicators such as the ISM and S&P Manufacturing Index were discussed, along with better-than-expected job opening numbers from the Jolts report. Upcoming economic data releases, including ADP private payroll and non-farm payroll, are also highlighted. The episode concludes with insights into recent legislation developments and the impartiality of Jerome Powell's decisions at the Federal Reserve. Brian encourages listeners to stay tuned for further updates and to reach out with questions. 00:00 Introduction and Market Overview 00:52 Economic Data Highlights 02:20 Upcoming Economic Events 02:54 Legislative Updates 03:41 Federal Reserve and Politics 05:16 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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Job openings - or JOLTS - surged to a six-month high of nearly 7.8 million. A majority of gains came from the hospitality sector. However, Eric Winograd and Allison Shrivastava caution against readying too much into the data, citing the report's volatility and instead point to underlying labor market trends suggesting a state of equilibrium. They add that hiring and turnover rates are running at a slower pace than in previous years.======== 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

Notas del Show: • Wall Street cede tras máximos históricos: Futuros con leves bajas: $SPX -0.2%, $US100 -0.2%, $INDU plano. El mercado digiere el cierre semestral en récords mientras se acerca el 9 de julio, fecha límite para la extensión de aranceles. Persisten dudas sobre el plan “90 acuerdos en 90 días”, y resurge tensión Trump–Musk por subsidios a $TSLA. En agenda: PMI (52.0), ISM (48.8), JOLTS (7.32M) y Powell en el BCE. • Boeing cae tras accidente en India: $BA -2.3% tras incidente del vuelo AI171. Se investigan causas mecánicas del 787 Dreamliner. $GE +4% por ser proveedor de motores GEnx y cajas negras. • Disney y MLB reabren negociaciones de derechos: $DIS busca recuperar parte de los derechos de transmisión local tras cerrar acuerdo histórico de ESPN. El nuevo contrato sería parcial y más corto, mientras compite con $AAPL y $ROKU. • Texas reconoce el oro y plata como moneda legal: Desde mayo 2027, los metales preciosos podrán usarse en pagos vía tarjeta de débito respaldada en oro/plata. El oro sube 0.6% ($XAUUSD), plata cae 0.5% ($XAGUSD). Citi proyecta consolidación entre $3,100–$3,500/oz. Una jornada con foco en política monetaria, metales preciosos y riesgos en el sector aeroespacial. ¡No te lo pierdas!

Craig Hemke, founder and editor of TFMetalsReport.com, joins us for a timely macro and metals discussion on this shortened holiday trading week. With Canadian and U.S. markets seeing light volume due to national holidays, Craig outlines why this week could still bring significant volatility driven by data releases and algorithmic trading.   Key Themes Discussed: Gold's Sideways Action: Craig explains why gold's recent price consolidation mirrors the late 2023 breakout setup and how many investors may be misreading this quiet strength. Silver's Quiet Strength: Silver has posted a strong quarterly close and may soon generate its own upside momentum, similar to the sharp moves seen in 2011. Dollar Weakness and Fed Policy: Despite a lack of immediate Fed rate cuts, the U.S. dollar is falling - Craig explains how markets may be front-running a policy shift under a possible Trump-nominated Fed chair. Commodity Supertrend?: From copper and platinum to silver and aluminum, industrial metals are rallying on physical supply constraints and broader reflation themes. Data-Driven Volatility Ahead: With the JOLTS report, manufacturing and services PMIs, and a U.S. jobs report all dropping this week, Craig warns these releases could trigger fast, algo-driven moves in the metals.

In this episode of Macro Mondays, James Brodie, James Todd & Will Cunliffe unpack the most volatile macro crosscurrents in markets as U.S. equities push to fresh all-time highs and the dollar resumes its downtrend. Key highlights include:• U.S. consumer cracks widening• Housing on the brink• Fed doves emerge• Inflation expectations collapse• Employment weakness deepens• Equities defy fundamentals• Gold tests key support• Dollar dives• Hedge funds retreat: CTAs flip net short, and Andurand's flagship fund drops another 12.7%• BOE turns dovish• Tesla soars & Nvidia at new highs Key data releases this week:

Israel's airstrikes on Iran spiked crude oil prices, disrupted Indian air routes, and triggered gold's record rally. While inflation remains tame, state-run refiners face squeezed margins. Meanwhile, Air India picks up the pieces after Thursday's fatal crash and will conduct enhanced safety inspections on its Boeing 787-8/9 fleet starting June 15. Dhan chases unicorn status, and mutual funds dominated May's record-breaking block deal activity. Tune in for all this on today's top picks from the editor's desk.

Jazz Chisholm crushed a home run and drove in 4 runs as the Yankees vanquished the rival Red Sox in game one of their weekend 3-game set.Get 20% off your first Slab Pack or card purchase by going to https://ArenaClub.com/FOUL and use code FOUL. Subscribe to PT on YouTube!Part of the Foul Territory Network

Ouça o que movimentou o mercado nesta sexta-feira.

US President Trump is reportedly set to speak with Chinese President Xi on Friday, according to sources. It was also reported that White House Press Secretary said the Trump-Xi call will be held very soon.White House said the Wednesday trade offer deadline letter was authentic and they are on track for good deals.APAC stocks traded mostly higher following the gains on Wall St where sentiment was lifted by better-than-expected JOLTS data and with some slight optimism with US President Trump and Chinese President Xi reportedly set to speak this Friday.KOSPI outperformed and is on course for a bull market following the Presidential Election which was won by the DP's Lee Jae-Myung who was later sworn in.European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market finished with gains of 0.4% on Tuesday.Looking ahead, highlights include EZ, UK, US Composite/Services PMI Final, US ADP National Employment, US ISM Services, BoC & NBP Policy Announcements, Fed Beige Book, Speakers include Fed's Bostic, Cook & US Treasury Secretary Bessent, Supply from UK, Earnings from PVH & Dollar Tree.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

בפרק היומי של "מפת החום – מהדורת אחד ביום", אני עושה סדר בכל מה שקרה ב־24 השעות האחרונות בעולם הכלכלה – מהשוק המקומי ועד הגלובלי.הנושאים של היום:1. מנית SNOW2. ⁠דוח המשרות Jolts שהתפרסם אתמול3. ⁠שוק הדיור בישראלנתונים מאקרו־כלכליים, דיווחים חשובים, כותרות שזעזעו את השוק, דוחות כספיים של חברות, צעדים רגולטוריים, שינויים במדיניות ותחזיות מפתיעות – כל מה שצריך כדי להבין את התמונה המלאה.זהו פודקאסט קצר, חד ותמציתי – בלי רעש מיותר, רק תובנות פרקטיות וסקירה מקצועית של היום שהיה.הפרק מתעדכן מדי בוקר – ומעניק לכם יתרון אמיתי על שאר המשקיעים.לפתיחת חשבון מסחר במיטב:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://landing.meitav.co.il/he-IL/landing/trade/tradeleads?utm_source=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9F&utm_medium=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9F⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאינסטגרם שלי:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/guynatan9/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאתר שלי:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://guynatan.com/⁠⁠⁠⁠⁠⁠

Charles Schwab's Joe Mazzola notes today's market action as a positive for investors but shares caution on its longevity. He sees dip-buyers scooping up less equities by the week, as Joe believes bulls are waiting for trade deal catalysts. In the bond market, Cooper Howard tells investors to brace for choppiness. He sees treasuries moving higher while the FOMC juggles a "labor market bonanza" with JOLTS and other labor prints this week. ======== 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

“Cracks are starting to reveal themselves” as the trade war drags on, warns Mitchell Barnes. He looks at the latest JOLTS report, which he calls “rather good” on the job openings end. Previewing Friday's jobs report, he says that this will show us the biggest impact of trade policy so far. He notes that layoffs are slowly rising, and it could weaken the labor market more than we think.======== 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

En este episodio cubrimos los eventos más importantes antes de la apertura del mercado: • Wall Street retrocede por presión arancelaria: Futuros a la baja: $SPX -0.4%, $US100 -0.4%, $INDU -0.4%. Trump fijó este miércoles como fecha límite para nuevas ofertas comerciales, con amenaza de duplicar aranceles al acero y aluminio. Hoy se esperan: JOLTS de abril (7.11M vacantes esperadas) y órdenes de fábrica (-3.1% M/M). Economistas señalan que la incertidumbre política podría estar afectando contrataciones y decisiones de inversión. • Meta impulsa energía limpia con contrato nuclear histórico: $META firmó un acuerdo de 20 años con $CEG por 1.1 GW de energía nuclear desde 2027. La planta Clinton en Illinois mantendrá operaciones y ampliará capacidad. Aunque no abastecerá directamente sus data centers, la compra respalda su meta de operar con 100% electricidad limpia. $CEG +15% tras el anuncio. • WeRide vuelve a Roland-Garros con Renault: $WRD operará su Robobus nivel 4 por segundo año consecutivo en el torneo francés. La colaboración con Renault Group $RNSDF refuerza la apuesta por soluciones de movilidad autónoma en Europa. WeRide subraya que su Robobus es el primer vehículo autónomo diseñado para despliegue comercial masivo. • Applied Digital salta con contratos de IA: $APLD +8% tras ganar 48% el lunes. La empresa cerró contratos de 15 años con $CRWV por $7B para operar 250 MW en Ellendale, ND. El campus proyecta alcanzar 1 GW y la primera fase (100 MW) entrará en operación en Q4 2025. Apunta a liderar la infraestructura para IA y HPC. Una jornada marcada por tensiones comerciales, innovación energética y avances en movilidad inteligente. ¡No te lo pierdas!

The EU did not receive a US letter demanding best trade negotiations offers by Wednesday, according to Reuters sources.European bourses opened higher but tilted lower as the Dutch Government collapsed; US futures also in the red.USD attempts to claw back recent losses, EUR/USD digests soft inflation data.10yr JGB sale bolsters bonds and Bunds see some modest action on EZ HICP; Fed speak ahead.Crude continues to gain while base metals falter on a recovering dollar and dismal Chinese PMI.Looking ahead, US Durable Goods, JOLTS Job Openings, RCM/TIPP Economic Optimism, Speakers including Fed's Goolsbee, Logan & Cook, ECB's Lagarde. Earnings from CrowdStrike, Hewlett Packard, Dollar General & NIO.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

O melhor ativo é sempre a boa informação!Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Description:This week, we dissect a shifting market landscape: perp funding rates remain moderate, but Ethereum's basis is notably trading above Bitcoin's, fueled by recent momentum and significant ETH ETF inflows, which starkly contrast with current BTC ETF outflows.Among the big movers, we're seeing gains in MKR, UNI, and CRO, while the COIN50 Index has dipped 4% over the past week. We also delve into the technical picture for major assets, commenting on key support and resistance levels. Encouragingly, corporate BTC flows remain strong.On the macro and regulatory front in the US, the "One Big Beautiful Bill" (OBBB) has recently passed the House. We are also closely watching a significant week for jobs data; April's JOLTS report is in, and upcoming Non-Farm Payrolls and initial jobless claims will provide a comprehensive overview of the current labor market.Industry news is headlined by the Ethereum Foundation's major overhaul of its R&D division. Now in "wartime mode," the focus is sharply on scaling L1s and L2s, alongside significant improvements to user and developer experience (UX/DX). Meanwhile, corporate crypto accumulation continues unabated.Our onchain deep dive explores the progress of Ethereum's Pectra Upgrade, including developments around EIP-7251 consolidations and a noticeably growing staking queue. For Solana, Anza has announced the Alpenglow consensus protocol. In the DeFi space, we're seeing continued growth from Hyperliquid in the perpetuals market and a significant increase in Gearbox lending TVL. We'll also discuss Loudio's innovative "Initial Attention Offering" model, and note that Coinbase Wallet's Mini Apps are now available in limited beta.Topics Covered:Market Dynamics:Perp funding rates & ETH/BTC basis.ETH ETF inflows vs. BTC ETF outflows.Big Movers (MKR, UNI, CRO) & COIN50 Index performance.Commentary on Technicals (including key support/resistance).Corporate BTC flows.Macro & Regulatory:"One Big Beautiful Bill" (OBBB) House passage.Key Jobs Data: JOLTS, upcoming Non-Farm Payrolls & initial jobless claims.Industry & Corporate News:Ethereum Foundation's R&D "wartime mode" (L1/L2 scaling, UX/DX focus).Ongoing corporate crypto accumulation.Onchain Insights:Ethereum: Pectra Upgrade progress (EIP-7251, staking queue).Solana: Anza's Alpenglow consensus protocol announcement.DeFi Trends: Hyperliquid perp market growth, Gearbox lending TVL increase.New Models: Loudio's "Initial Attention Offering."Coinbase News:Wallet Tech: Coinbase Wallet Mini Apps in limited betaCoinbase ResearchHost:Ben Floyd, Head of Execution ServicesSpeakers:David Duong, Head of Institutional ResearchBen Rodriguez, Senior Protocol SpecialistGregory Sutton, Senior CES Sales Trader

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the global economic expansion is losing pace, led by the US.But first up today, the overnight full dairy auction pulled back, and expected, but perhaps not be as much as the derivatives markets suggested. In the end prices were down -1.6% in USD terms and -3.0% in NZD terms on a rising Kiwi dollar. It was a mixed picture across the commodities offered.In the US, the weekly Redbook retail monitor pulled back last week to be 'only' +4.9% higher than the same week a year ago. That is a sharpish dip from the prior week's +6.1% and mid-April's +7.4%. Much of this may be attributable to tariff-tax increases, with sales volumes easing faster now.Meanwhile, April job openings were little-changed but they did come in slightly higher than expected at 7.4 mln. We get the May non-farm payrolls report this Saturday (NZT) and that is expected to show a modest +130,000 rise.Meanwhile April factory orders came in weak, down a sharp -3.7% following the boosted March gain of +3.4%. Between the two months, a slight easing that was setting in since November. From April 2024 these order levels are up +0.6% and that is before accounting for inflation.The US Logistics Managers Index rose, but because inventory costs, warehousing utilisation, and transportation prices all rose at a faster rate, probably not the indicators that help their economy.But the latest RCM/TIPP optimism survey did rise for 'positive' reasons, but only back to levels it was in November after retreating rather sharply from a February high. The tariff-tax staggers may be easing among investors and the surveyors say this indicates US "consumers are closer to optimism".In Canada, Canadians have so heavily altered their travel plans to the US that the duty-free stores at the border seem to be on their knees in what is being called a 'collapse'.In South Korea, the candidate of the more liberal Democratic Party seems to be the winner of Tuesday's snap presidential election. It is a clear break, with voters turning away from the conservative party, who's previous President triggered their constitutional crisis. It's a win for the rule of law. The other main candidate has conceded.In China, they have delivered something of a surprise. The May Caixin China factory PMI unexpectedly dropped to 48.3, down from April's expanding 50.4 and missing market forecasts of a faster expansion (50.6). This was the first contraction in the sector in eight months and the steepest since September 2022. Output shrank alongside a renewed drop in new orders, with foreign sales declining at a faster pace. The official factory PMI came in at 49.5, a small improvement (lesser decline).Eurozone consumer price inflation eased to 1.9% in May, down from 2.2% in April and below market expectations of 2.0%. With inflation under control, that gives the ECB some room to trim interest rates further at their Friday (NZT) review.Globally, the OECD has lowered its economic expansion forecasts as the Trump tariff-taxes bite, and the US an economy they see suffering as much as others from the impact.That is spurring free trade talks among other nations, especially between Australia and the EU.In Australia, their Fair Work Commission's Expert Panel announced the National Minimum Wage and award wages will increase by +3.5% from 1 July 2025, following the 2024-25 Annual Wage Review. That means their National Minimum Wage will increase by +AU$0.85 to AU$24.95 per hour. (NZ$26.90/hr) The New Zealand adult minimum wage is currently $23.50/hr.The UST 10yr yield is now at 4.46%, and unchanged from yesterday.The price of gold will start today at US$3,353/oz, and down -US$22 from yesterday.Oil prices are up +50 USc in the US at just over US$63.50/bbl and the international Brent price is up +US$1 at US$66/bbl.The Kiwi dollar is now at 60.1 USc, a -10 bps dip from yesterday at this time. Against the Aussie we are down -10 bps at just on 92.8 AUc. Against the euro we are unchanged at 52.7 euro cents. That all means our TWI-5 starts today at just on 68.1 and down -10 bps from yesterday.The bitcoin price starts today at US$105,965 and up +1.6% from yesterday. Volatility over the past 24 hours has been modest at just on +/-1.2%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Singapore shares dipped today, tracking movements in regional bourses. The Straits Times Index was down 0.45% at 3,877.24 points at 2.46pm Singapore time, with a value turnover of S$839.73M seen in the broader market. In terms of companies to watch, we have Grand VentureTechnology, because the semiconductor company said yesterday that it had paused its proposed secondary listing on Malaysia’s Bursa exchange in view of confidential talks with a third party in relation to a possible transaction which could lead to an offer for its shares. Elsewhere, from an announcement by US President Donald Trump last Friday to double tariffs on steel and aluminium imports from 25% to 50%, to Samsung reportedly nearing a wide-ranging deal to invest in Perplexity AI – more international and corporate headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Chin Hui Leong, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

WORLD: Quake jolts west Indonesia, damages over 100 homes | May 24, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

In this week's At Any Rate podcast, our Global FX team addresses the large move in USD/TWD late in the week alongside implications for USD/CNY, Asia FX and global FX more broadly. We also recap recent FX-relevant macro data and central bank decisions, and look ahead to how FX might respond around central bank meetings next week.   Speakers: Arindam Sandilya, Global FX Strategy Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy   This podcast was recorded on 2 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4971315-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

 This week, we dive into the latest EY Digital Assets Survey and what it reveals about institutional sentiment: 85% of respondents increased their crypto allocations in 2024—and nearly the same expect to do so again in 2025. We unpack which assets are in focus, the critical role of regulation, and how institutions are beginning to engage with DeFi.On the market side, ETF inflows remain strong, especially into IBIT, with ETH reversing its outflows from the previous week. We analyze current holder trends and potential upside scenarios. We also look at Bitcoin's increasing correlation with gold and how it's behaving around key geopolitical headlines.In macro, we touch on updates from the White House and key economic prints—JOLTs, ADP, GDP, and the BoJ rate decision—all leading up to Friday's NFPs.In the news section, we discuss BTC treasury trends at 21 Capital and explore Solana-based DeFi treasury entities like Upexi and DeFi Development Corp.Onchain, we review the implications of EIP-9698, early signs of renewed strength in ETH signals, and the Loopscale exploit. We also note Monero-BTC swap developments and DeFi TVL climbing back above $100B.We close with key upcoming catalysts to watch: Friday's Non-Farm Payrolls, the May 7th FOMC decision, and Ethereum's long-awaited Pectra upgrade.Topics Covered:Institutional Trends: EY Survey highlights, asset preferences, regulatory priorities, and DeFi participationMarket Update: IBIT-led ETF inflows, ETH reversal, BTC holders & gold correlationMacro Overview: White House, JOLTs, ADP, GDP, BoJ, and NFPs outlookNews & Earnings: BTC treasury strategy at 21 Capital, Solana-based DeFi treasuriesOnchain Insights: EIP-9698, ETH revival signals, Loopscale exploit, and TVL growthCatalysts Ahead: Non-Farm Payrolls (May 3), FOMC & Ethereum Pectra Upgrade (May 7)Host: Ben Floyd, Head of Execution ServicesSpeakers: David Duong, Head of Institutional Research Brock Miller, Senior Staff Software EngineerJoshua Pak, Senior CES Sales TraderCoinbase NewsCBAM BTC Yield Fund: A conservative Bitcoin strategy targeting 4–8% net annual returns over a market cycle, with subscriptions and redemptions in BTC.UK Web3 Accelerator Launch: Coinbase joins Fabric Ventures, Animoca Brands, and Founders Factory to launch a new UK-focused Web3 accelerator.Coinbase x PayPal Partnership: Coinbase expands its PayPal partnership to support seamless 1:1 PYUSD-USD conversions and explore new onchain use cases.Coinbase International Exchange Q1 Recap: Highlights from Q1 performance and key growth initiatives planned for Q2 2025.LinksEY-Parthenon Digital Assets Strategy Report

Market Dynamics Update: Consumer Sentiment and Tariff Changes In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group's Newport Beach headquarters reviews the market's performance on April 29th. Key highlights include a rebound in markets following an auto tariff easement announcement from the White House, a six-day rise in the S&P 500, and a detailed analysis of current treasury yields and interest rate expectations. Brian also discusses consumer sentiment, which has hit its lowest since early 2020, analyzing its implications for market behavior. Additional updates cover job openings, specifically the Jolts number, the Case-Shiller housing index, and expectations for upcoming economic data releases, including core PCE data, private payroll numbers, and Q1 GDP preliminaries. Lastly, there's a focus on earnings reports, emphasizing the forward guidance amidst trade uncertainties. 00:00 Introduction and Market Overview 00:47 Market Sentiment and Economic Indicators 01:53 Auto Tariff Updates and Economic Calendar 02:35 Consumer Confidence and Job Openings 04:22 Housing Market and Upcoming Data 05:02 Earnings Season Insights 06:03 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

S&P Futures are giving up early morning gains and are now trading lower. Key news stories this morning is the pending announcement from the Trump Administration that they will be lowering some tariffs on auto parts. Earnings remain a key focus for today. PFE, HON, HLT & UPS are trading higher after their earnings releases. After the bell today, V, SBUX, MDLZ & PPG are scheduled to report. The next three days feature a flood of first-quarter earnings from large U.S. and international companies. On the economic calendar for today is the latest Consumer Confidence reading and the JOLTs report.

En este episodio, repasamos los temas más importantes del día: • Wall Street en pausa optimista: Los futuros avanzan con $SPX +0.2%, $US100 +0.2%, $INDU +0.2% ante posibles anuncios de Trump sobre aranceles y datos clave del consumidor (confianza 87.7 esperada) y JOLTS (7.49M). El bono a 10 años sube a 4.24%. • Trump alivia presión sobre autos: El presidente anunciará hoy una reducción parcial de aranceles en autopartes y exención adicional a vehículos ya gravados. Las automotrices recibirán reembolsos de hasta 3.75% por producción doméstica. $GM, $F y $STLA suben en premarket. • Amazon lanza competencia a Starlink: $AMZN despliega 27 satélites del Proyecto Kuiper, iniciando su constelación de internet. El plan incluye +3,200 satélites y 80 lanzamientos, con socios como $ULA y Blue Origin. La mitad debe estar en órbita para julio de 2026. • Merck invierte $1B en biológicos: $MRK comienza la construcción de un centro en Delaware para manufactura local de tratamientos como Keytruda. Generará hasta 1,500 empleos y responde a la nueva presión arancelaria sobre la industria farmacéutica. Un episodio para entender cómo Washington, la innovación espacial y la salud impulsan el mercado en medio de señales de descompresión comercial. ¡No te lo pierdas!

EUA divulgam dado de emprego JOLTS e índices da Conference Board.

There's been a great deal of excitement and curiosity surrounding the idea of a Transatlantic Interconnector. So, as co-founders, Laurent Segalen, Gerard Reid and Simon Ludlam have decided to release a special episode to bring our listeners up to speed on where things currently stand.While we can't dive into our discussions with governments and system operators—those are protected by NDAs—rest assured, those conversations are very much underway, as you might expect. To put this episode together, we have brought in a range of perspectives:First, you'll hear an excerpt from a conversation with John Pettigrew, CEO of National Grid, on the Aurora Unplugged podcast last October, where he discusses the potential of ultra-long interconnectors.Next, we feature an interview with Laurent on the Jolts podcast from this February.That's followed by a deep dive into the technical aspects with Cornelis Plet, Global Head of HVDC at DNV.We then explore the legal landscape with Silke Goldberg, partner at Herbert Smith Freehills and one of the world's foremost legal experts in this area.And finally, we wrap up with a conversation between the three co-founders, where Simon Ludlam lays out the key steps ahead in the coming months and Gerard engages with investors.We hope this gives you a clearer picture of what has been accomplished so far—and what lies ahead on this ambitious journey.A lot of information, reports and data are available on www.nato-l.org

 This week, we explore BTC's continued strength—driven by ETF inflows, its digital-gold narrative and favorable option skew—while ETH sees institutional outflows. We highlight strong performances from AI-linked tokens like Render, FET, and TAO, and discuss how crypto has outpaced equities since Liberation Day.In macro, we unpack the potential for BTC decoupling, rising political influence on monetary policy, the IMF's global growth downgrade, and implications of a weaker U.S. dollar. We also assess the impact of upcoming key data releases like PCE and JOLTs, and what they signal for risk assets.Our research team dives into what defines a crypto bear market, how today's market compares to prior cycles, and what VC funding trends reveal beyond just price action.In industry news, we cover Circle's launch of a new B2B payments and remittance network, its reported application for a banking charter, and comments from Charles Schwab's CEO on the potential rollout of spot crypto trading in the next 12 months.Onchain, we provide updates on Ethereum's upcoming Pectra upgrade, Vitalik's proposal to shift Ethereum's EVM to RISC-V, and the growing momentum in tokenized treasuries, now topping $6B in onchain TVL.Finally, we share the latest from Coinbase, including the launch of XRP futures through Coinbase Derivatives, our new brand campaign, and upcoming institutional events covering Ethereum's roadmap and crypto-AI convergence.Topics Covered:Market Trends: BTC ETF inflows, ETH outflows, AI token strength, and BTC vs SPX performance since Liberation DayMacro Outlook: BTC decoupling potential, politicized monetary policy, IMF forecast cuts, USD weakness, PCE & JOLTs dataResearch Insights: Are we in a crypto bear market? VC activity and long-term indicatorsIndustry News: Circle's B2B launch, banking ambitions, and Schwab's spot crypto outlookOnchain Developments: Ethereum Pectra upgrade, RISC-V proposal, and tokenized treasuries growthCoinbase Updates: XRP futures live, new Coinbase ad, Bloomberg coverage, and two upcoming webinars on Pectra and AIHost: Ben Floyd, Head of Execution ServicesSpeakers: David Duong, Head of Institutional Research Brock Miller, Senior Staff Software Engineer Greg Sutton, Senior CES Sales TraderLinks:Coinbase's Latest 'Advert - System > updated'Coinbase Derivatives, LLC now offers CFTC-regulated futures for $XRPRegister for our webinar on 24th April to discuss the convergence of crypto and AI and what growth trends to watch in 2025Register for our upcoming webinar on April 29th with Coinbase Institutional's team on Pectra UpgradeLauren Abendschein, our Global Head of Sales, joined BloombergTV to discuss stablecoins, emerging regulatory clarity, and the significant opportunities for institutions in the APAC region

Some U.S. banks pause electronic communications with the OCC following a major breach of the agency's email system. Uncertainty spreads at CISA. China accuses three alleged U.S. operatives of conducting cyberattacks during February's Asian Games. Microsoft Teams suffers filesharing issues. Fraudsters use ChatGPT to create fake passports. Car rental giant Hertz confirms data stolen in last year's Cleo breach. Researchers describe a novel process injection method called Waiting Thread Hijacking. A new macOS malware-as-a-service threat is being sold on underground forums. A UK man is sentenced to over eight years for masterminding the LabHost phishing platform. Kim Jones joins us with a preview of the newly relaunched CISO Perspective podcast.  David Moulton  from Unit 42 sits down with Rob Wright, Security News Director at Informa TechTarget for the latest Threat Vector. Fighting the flood of AI generated experts.   Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Kim Jones joins Dave to launch the newly rebranded CISO Perspectives—formerly CSO Perspectives. We're excited to welcome a fresh voice to the mic as Kim takes the helm. In this premiere episode, he's joined by Ed Adams for a candid conversation about the evolving role of the CISO and the big question on everyone's mind: Is the cyber talent ecosystem broken? Tune in as Kim kicks off this next chapter—same mission, sharper focus, new perspective. Threat Vector Segment The cybersecurity industry is full of headlines, but are we paying attention to the right ones? In this segment of Threat Vector, host David Moulton, Director of Thought Leadership at Unit 42, sits down with Rob Wright, Security News Director at Informa TechTarget, to discuss the stories the industry overlooks, the overhyped AI security fears, and the real risks posed by certificate authorities. You can listen to the full conversation here and catch new episodes of Threat Vector each Thursday on your favorite podcast app.  Selected Reading OCC Hack: JPMorgan, BNY Limit Information Sharing With Agency After Breach (Bloomberg) CISA Braces for Major Workforce Cuts Amid Security Fears (BankInfo Security) China Pursuing 3 Alleged US Operatives Over Cyberattacks During Asian Games (SecurityWeek) Microsoft Teams File Sharing Outage, Users Unable to Share Files (Cyber Security News) ChatGPT Image Generator Abused for Fake Passport Production (GB Hackers) Hertz says personal, sensitive data stolen in Cleo attacks (The Register) Waiting Thread Hijacking: A Stealthier Version of Thread Execution Hijacking (Check Point Research) macOS Users Beware! Hackers Allegedly Offering Full System Control Malware for Rent (Cyber Security News) LabHost Phishing Mastermind Sentenced to 8.5 Years (Infosecurity Magazine) Virtual reality: The widely-quoted media experts who are not what they seem (Press Gazette)  Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Wine and Gold Talk Podcast, Ethan Sands, Jimmy Watkins and Ashley Bastock discuss the Cavs' recent win against the New York Knicks. They analyze the team's sluggish start, the importance of defensive intensity, and the standout performances of players like Jarrett Allen and Isaac Okoro. They express both optimism and concerns regarding the team's playoff readiness, particularly in terms of rebounding and handling pressure situations. The dialogue highlights the significance of player development and team chemistry as they prepare for the postseason. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Hincks repeats this week's mantra of "peak uncertainty" as investors brace for any outcome in ongoing tariff negotiations for U.S. trade policy. He looks to upcoming "hard" data in JOLTS and PMI that could provide context to the state of U.S. manufacturing and labor market health. Kevin believes it's prudent to keep an eye on the headlines that could "be coming every 15 minutes."======== 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

Morningstar's Preston Caldwell considers the latest JOLTS figure uneventful, citing lagging data and signs of balance through February. He sees a "healthy jobs market" heading into Friday's employment data. Michael Green doesn't agree, pointing to a layoff surge and weaker hiring numbers as warning signs. He says large employers are cutting back due to macro uncertainties.======== 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

En este episodio, desglosamos los temas más importantes que están marcando el pulso de los mercados: • Mercados atentos al 'Día de la Liberación': Los futuros se mantienen estables mientras los inversores esperan los detalles de los aranceles que Trump anunciará el 2 de abril. Se teme una escalada comercial si las medidas son amplias. También se publican hoy el informe JOLTS (7.69M esperadas) y los indicadores manufactureros de marzo. • Petróleo y oro repuntan: El Brent sube a $75.14 y el WTI a $71.84 tras amenazas de Trump contra Rusia e Irán. El oro alcanza un nuevo récord de $3,148.88 antes de moderarse a $3,132.37, acumulando +20% en 2025. Saxo Bank reporta toma de ganancias en metales y compras sostenidas en energía. • Celsius apuesta por el segmento femenino: $CELH adquiere Alani Nu por $1.65B para atacar el mercado femenino de bebidas energéticas, que se proyecta como el principal motor de crecimiento del sector. Truist elevó la acción a Buy con PT de $45. Las acciones suben +33% YTD y marcan máximos de seis meses. Acompáñanos para entender cómo el panorama arancelario, la demanda por refugios seguros y las nuevas estrategias de mercado están moldeando el rumbo de la economía global.

US Treasury Secretary Bessent said President Trump will announce reciprocal tariffs at 15:00EDT/20:00BST on Wednesday.US President Trump says maybe Tuesday night or Wednesday you will see tariff details and we are going to be nice in comparison to other countries, adds in some cases maybe substantially lower.European bourses gain and reside near session highs whilst US futures trade modestly on either side of the unchanged mark.USD slightly lower but with price action fairly contained ahead of “Liberation Day”, EUR little moved by EZ HICP.Bonds bid into April 2nd but USTs and Bunds remain around/shy of Monday's peaks.Choppy trade for the crude complex, but base metals largely supported by Chinese Manufacturing PMI.Looking ahead, highlights include US ISM Manufacturing PMI & JOLTS, US Completion of the Trade Policy Review, Speakers including Fed's Barkin, ECB's Lagarde & Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said we will see tariff details maybe Tuesday night or on Wednesday which are going to be nice in comparison to other countries and in some cases, they may be substantially lower.US President Trump is said to be still deciding which plan he will take for reciprocal tariffs and has been presented with "multiple" tariff plans, according to administration sources cited by FBN's LawrenceUS Treasury Secretary Bessent said President Trump will announce reciprocal tariffs at 15:00EDT/20:00BST on Wednesday.APAC stocks traded mostly higher as markets recovered from the recent sell-off and with sentiment helped by data releases although gains were capped as tariff uncertainty persists heading into April 2nd 'Liberation Day' reciprocal tariffs.RBA maintained the Cash Rate at 4.10% as unanimously forecast and provided little clues for future policy.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with losses of 1.6% on Monday.Looking ahead, highlights include EZ HICP (Flash), Unemployment, US ISM Manufacturing PMI & JOLTS, US Completion of the Trade Policy Review, Speakers including Fed's Barkin, BoE's Greene, ECB's Lagarde Lane & Cipollone, Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week, we explore Fasanara's approach to trading—how they identify inefficiencies, their evolving strategies, and what's next for their platform. We also break down the latest market trends, including perp funding rates, ETF flows, and COIN50 index performance.Beyond markets, we dive into macro updates, covering Tariff Liberation Day on April 2nd, weaker JOLTs numbers, and expectations for non-farm payrolls. In  tokenization developments, we discuss Visa's Tokenized Asset Platform, Mastercard's blockchain-powered payment network, and the evolving stablecoin landscape.In the onchain section, we track TVL changes across major protocols, Ethereum's DEX dominance over Solana, and Walrus Storage's mainnet launch. Finally, we highlight key upcoming catalysts, including the FTX claims process starting on May 30th and broader market implications.Topics Covered:Fasanara's Trading Strategies: How they identify market inefficiencies and their future plans.Market Update: Perp funding rates, ETF flows, and technical levels for BTC, ETH & key indices.Macro Outlook: Liberation Day impact, JOLTs data, and Non-Farm Payrolls expectations.Regulatory & Industry News: Visa's tokenization plans, Mastercard's blockchain network, and stablecoin legislation.Onchain Insights: TVL shifts, Ethereum vs. Solana DEX volumes, and Walrus Storage live on mainnet.Upcoming Catalysts: Tariff Liberation Day (April 2nd) and FTX large claims process (May 30th).Host: Ben Floyd, Head of Execution ServicesSpecial Guest:Alessandro Balata, Partner and Portfolio Manager at Fasanara DigitalSpeakers:David Duong, Head of Institutional ResearchDavid Han, Research AnalystGeorg Toropov, Senior CES Sales TraderLinks:Coinbase Derivatives, LLC now offers CFTC-regulated futures for Natural Gas and Cardano $ADACoinbase open-sources our multiparty computation (MPC) cryptography library, setting a new industry benchmark for cryptographic transparency.Greg Tusar, Coinbase Head of Institutional Product joins Capital Decanted discuss whether a pro-crypto US administration will spur increased institutional adoption in the world's largest market.Max Branzburg, head of consumer talks about how crypto has evolved on the Tear Sheet PodcastCoinbase Institutional Research

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, CPI and PPI data, the equities market, tariffs, foreign government spending, the credit market, and the upcoming FOMC meeting.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyDonald Saverno, Director of Investment ResearchRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities01:46 – The Job Openings and Labor Turnover Survey (JOLTS) report was outlined 7.7 million job openings for January 01:58 – Both Consumer Price Index (CPI) and Producer Price Index (PPI) reports were released with CPI inflation down 0.2% from January, reporting at 2.8% for February02:56 – Comments on the recent equities market volatility after this week's 10% drop09:48 – Comments on tariffs and government spending among other foreign markets such as Europe and China; While the U.S. equities market seems to be in a down trend, other nations don't seem to share the same trend15:59 – Comments on the admirable resilience of the credit market, investment grades, and high yield bond spreads due to an abundance of liquidity 18:18 – Expectations for the upcoming Federal Open Market Committee (FOMC) meeting  and how recent economic data such as CPI, PPI, and PCE inflation rates and reports may affect the conversationAdditional ResourcesKey Wealth National Call Replay Key Questions: How Much Tech Do You Really Own? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedInKBCM Disclosure

Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets. Plus, Fundstrat's Tom Lee broke down why he thinks stocks are massively oversold here, and Citi's Head of Commodities Research gave his take on the tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds. Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers Squawk on the Street Disclaimer

White House aid Peter Navarro weighs in what's next for trade policy and tariffs. Vital Knowledge Founder Adam Crisafulli and Calamos Investment Management Co-CIO Michael Grant break down volatile markets. IBM CEO Arvind Krishna joins exclusively to discuss AI innovation and enterprise demand. Yale School of Management Senior Associate Dean Jeffrey Sonnenfeld on CEO sentiment and the business impact of Trump's policies. Plus, Moody's Analytics Chief Economist Mark Zandi on recession odds, JOLTS data, and the CPI preview.

En este episodio, exploramos los eventos clave que están impactando los mercados y sectores estratégicos: Wall Street intenta recuperarse: El $SPX y el Nasdaq rebotan tras la fuerte venta del lunes, donde el mercado perdió $4T en valor. Analizamos qué señales puede dar el informe JOLTS sobre la salud del mercado laboral. Tesla en caída libre: $TSLA se desploma un 15% ante preocupaciones por entregas débiles en Q1. Con UBS reduciendo su estimación a 367K y protestas contra Musk, discutimos si Tesla podrá cumplir su meta de más de 2M de entregas en 2025. CoreWeave y OpenAI firman un acuerdo millonario: La startup respaldada por $NVDA firma un contrato de $11.9B para proveer infraestructura de IA a OpenAI, reduciendo su dependencia de Microsoft. Además, OpenAI comprará $350M en acciones de CoreWeave antes de su esperada IPO. Oracle decepciona en ingresos pero crece en contratos pendientes: $ORCL reporta ingresos por debajo de lo esperado, pero destaca su backlog de $130B con acuerdos con OpenAI, xAI, Meta, $NVDA y $AMD. ¿Puede este crecimiento compensar la debilidad actual? Viking Therapeutics avanza en tratamientos contra la obesidad: $VKTX asegura producción masiva para su candidato VK2735 con CordenPharma. Exploramos cómo este acuerdo refuerza su posición en la creciente industria de tratamientos para la obesidad. Acompáñanos para entender cómo estos eventos están moldeando los mercados, la tecnología y la innovación en salud. ¡Un episodio lleno de análisis estratégico!

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En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan el panorama actual de los mercados financieros, enfocándose en el notable fenómeno de "flight to quality" que está marcando las tendencias de inversión. Los presentadores inician con un detallado análisis sobre la caída en los rendimientos de los bonos soberanos estadounidenses, explicando cómo los inversionistas están buscando refugio en estos activos considerados seguros ante la creciente incertidumbre económica.El dúo continúa su análisis examinando la ampliación de los spreads tanto en bonos de alto rendimiento (HY) como en grado de inversión (IG), señalando cómo este comportamiento refleja una mayor aversión al riesgo en el mercado. Posteriormente, abordan la situación del S&P 500 y otros índices estadounidenses que han experimentado correcciones significativas, contrastando con el sorprendente desempeño positivo de los mercados europeos durante lo que va del año.Andre y Juan Manuel dedican un segmento especial a explorar las oportunidades que existen en el manejo activo de carteras, profundizando en estrategias como SMA/UMA (Separately Managed Accounts/Unified Managed Accounts) y fondos mutuos, destacando los beneficios de delegar decisiones a estrategas especializados en un entorno de mercado tan volátil. El episodio concluye con un avance de los importantes reportes económicos que se publicarán esta semana: el informe JOLTS el martes, el Índice de Precios al Consumidor (CPI) el miércoles, el Índice de Precios al Productor (PPI) el jueves, y el índice de sentimiento de la Universidad de Michigan que cerrará la semana el viernes.

Trump's strategy shift on Taiwan's status quo on statehood reflects a broader shift in American strategy, particularly under figures like Marco Rubio and Elbridge Colby, who have emphasized the growing threat from China rather than Russia. In Ep 1608 of #CutTheClutter, ThePrint Editor-in-chief Shekhar Gupta looks at the implications of Trump's course correction on Taiwan, an incensed China's strategic warfare to contain Taiwan, and why India should take note. Research by Varnika Dhawan----more----Read Lowly Institute's report here: https://interactives.lowyinstitute.org/features/one-china-contest-to-define-taiwan/----more----Read The Economist's article here: https://www.economist.com/international/2025/02/09/chinas-stunning-new-campaign-to-turn-the-world-against-taiwan

Silicon Valley firms have poured billions of dollars into artificial intelligence. But a new cheap AI model from DeepSeek, a Chinese start-up, has sent shockwaves through the stockmarket. Our correspondent explains why investors are rattled. Canada's remote indigenous communities are struggling to install solar power (9:37). And why you should lift weights (18:25).Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

Silicon Valley firms have poured billions of dollars into artificial intelligence. But a new cheap AI model from DeepSeek, a Chinese start-up, has sent shockwaves through the stockmarket. Our correspondent explains why investors are rattled. Canada's remote indigenous communities are struggling to install solar power (9:37). And why you should lift weights (18:25).Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.