Podcasts about ldp

Remarkable Fans, today's episode features new Owner/Operator Collin Kutz! After working at 2 different Chick-fil-A locations, traveling in Chick-fi-A's Leadership Development Program, and experiencing everything in-between, Collin became the Owner/Operator of Chick-fil-A Peachtree and Piedmont in Atlanta, GA in May 2025. You won't want to miss how intentional he has been about building his team, and his ties to the community! You may even hear some great game recommendations, so listen up!Learn more about Cooper Connect, here: www.cooperconnect.co Cooper Connect is an independent entity and is not affiliated with, associated with, authorized by, or endorsed by Chick-fil-A, Inc. or its subsidiaries and affiliates. The name Chick-fil-A, Inc., along with its related names, trademarks, logos, and images, are the registered property of their respective owner. For official information about Chick-fil-A, Inc., please visit their website at https://chick-fil-a.com.

In this week's episode, Sam and Chern break down resultsfrom Bolivia's presidential election, and also the changing of the guard in Japan with their new Prime Minister. In Bolivia, why did the two decades of Movement for Socialism rule come to an abrupt end? How did Rodrigo Paz win the presidency? And what will this ideological shift mean for the region and their geopolitical relationships? And in Japan, can Sanae Takaichi become a more sustainable Prime Minister and turn the LDP fortunes around? Why did Komeito break their coalition agreement? All these questions and more answered in this week's episode.

In Ep. 108, Ray Powell and Jim Carouso interview CNN Tokyo correspondent Hanako Montgomery about the historic election of Sanae Takaichi as Japan's first female prime minister, exploring her background, conservative policies, and the geopolitical challenges she faces amid rising regional tensions and domestic economic woes. The discussion highlights Takaichi's rise: how she broke through Japan's traditional patriarchal barriers, and how she will navigate its complex domestic politics and the rapidly changing Indo-Pacific geostrategic picture.Sanae Takaichi, formerly the economic security minister, emerged as Japan's fourth prime minister since Shinzo Abe's 2020 departure, marking a milestone as the country's first woman in the role despite Japan's low G7 ranking in gender parity. Unlike many politicians who come from dynasties, her background includes a TV anchor career in the mid-1990s, where she discussed politics and society, while her parents were a police officer and a car company worker. Known for her colorful personality (including a love for motorcycles and heavy metal music), she is a self-described workaholic and Abe protégé, advocating conservative stances like revising Japan's pacifist constitution, boosting defense spending to 2% of GDP, and opposing same-sex marriage.Takaichi's election comes during a period of turmoil for the ruling Liberal Democratic Party (LDP), which lost its parliamentary majority in recent elections amid scandals like unreported slush funds and ties to controversial groups linked to Abe's assassin. The long-dominant LDP now relies on a new coalition, creating an identity crisis between its conservative roots and younger reformers. Her "Sanaenomics"--looser fiscal policies, increased government spending, and inflation relief via billions in subsidies for household items--differs from Abenomics but faces hurdles from her coalition's fiscally conservative views and Japan's demographic crisis, including low birth rates and immigration crackdowns. Markets reacted positively with the Nikkei 225 hitting records post-election, but the yen also weakened, signaling investor excitement tempered by fiscal risks.Takaichi inherits a fraught Indo-Pacific landscape, with her hawkish views on China, including criticisms of its militarization, espionage by Chinese residents, and even ugly tourist behavior, drawing Beijing's ire via state media warnings that Japan is at a "crossroads." Her April Taiwan visit, pushing defense and economic ties without U.S. centrality, has heightened tensions, though economic interdependence may prompt pragmatic diplomacy during upcoming APEC and ASEAN meetings.Takaichi previously vowed female representation in her cabinet but appointed only two women, emphasizing qualifications over gender in a male-dominated field, surprising some observers. Comparisons to Margaret Thatcher abound for her symbolic strength as a first female leader; however, there are policy differences between the two.Takaichi's tenure could reshape Japan's role amid uncertainties about U.S. commitment and China's assertiveness in areas such as the Senkaku Islands, Taiwan, and the South China Sea, with public support growing for constitutional revision and defense hikes due to perceived threats. Her success hinges on economic delivery--tackling inflation and wages--while balancing alliances.

Sanae Takaichi is elected as Japan's first ever female prime minister after her LDP party agreed to a coalition deal with right-wing partners Japan Innovation Party. U.S. credit risk jitters ease and markets enjoy a comeback rally as investors now eye this week's corporate earnings and a potential trade truce between the U.S. and China. In Europe, EU leaders rally around Ukrainian President Volodomyr Zelenskyy following last week's meeting with President Trump at the White House. Zelenskyy is due in London for meetings with the Coalition of the Willing.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Japan's ruling Liberal Democratic Party sealed a new coalition deal that sets up Sanae Takaichi to become the country's first female prime minister. LDP President Takaichi and Hirofumi Yoshimura, co-leader of the Japan Innovation Party, also known as Ishin, signed the coalition agreement on Monday evening. Combined, the LDP and Ishin hold 231 seats in the lower house of parliament. While that is two seats shy of a majority, divisions between opposition parties mean Takaichi is almost certain to win a parliamentary vote on Tuesday to decide the prime minister. We get perspective from Sheila Smith, Council on Foreign Relations Senior Fellow for Asia Pacific Studies. She spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - Wall Street traders drove stocks higher amid solid signals from Corporate America and hopes that tensions between the world's two largest economies are cooling. Bond yields edged lower. With the earnings season well underway, about 85% of the companies in the S&P 500 reporting results so far have beaten profit estimates. That's helped fuel a rebound in equities, with the benchmark notching its best two-day gain since June. Sentiment was also buoyed by expectations the trade war will de-escalate as the US and China return to the negotiating table. We heard from Carol Schleif, Chief Market Strategist at BMO Private Wealth.See omnystudio.com/listener for privacy information.

VOV1 - Hôm nay (21/10), với 237 phiếu thuận ngay từ vòng bỏ phiếu đầu tiên tại Hạ viện và số phiếu áp đảo ở vòng bỏ phiếu chung kết tại Thượng viện Nhật Bản, bà Takaichi Sanae – Chủ tịch đảng cầm quyền Tự do Dân chủ (LDP), đã chính thức được chỉ định làm Thủ tướng thứ 104 của nước này.

On today's podcast:1) Israel said it had resumed a truce with Hamas in Gaza after heavy fighting over the weekend, with the sides accusing each other of breaching a deal brokered by President Trump. Around 9:30 p.m. Israel time on Sunday, the Israel Defense Forces said it had “begun renewed enforcement of the ceasefire” and warned it would “respond firmly to any violation.” Israel launched strikes against Hamas in Gaza and suspended aid shipments on Sunday after blaming the Iran-backed militant group for an ambush that killed two soldiers in the southern part of the strip. The IDF said it responded by hitting weapons-storage facilities and other sites. It also said it dismantled several kilometers of underground tunnels.2) President Trump listed rare earths, fentanyl and soybeans as the US’s top issues with China just before the two sides return to the negotiating table and as a fragile trade truce nears expiration. Trump also said the US wanted China “to stop with the fentanyl,” a reference to his accusation that Beijing has failed to curb exports of the drug and its precursor chemicals, contributing to the American opioid crisis. Another key demand was for the world’s No. 2 economy to resume soybean purchases. The three topics were all “very, you know, normal things,” he added.3) Japan’s ruling Liberal Democratic Party will sign a coalition deal with the Japan Innovation Party later Monday, according to the smaller party’s leader, a move that would set up Sanae Takaichi to become the country’s first female prime minister. The LDP and the JIP, also known as Ishin, have broadly reached an agreement and will announce the deal at 6 p.m., Hirofumi Yoshimura, Ishin’s co-leader told reporters, after speaking with Takaichi earlier in the day.See omnystudio.com/listener for privacy information.

APAC stocks were higher amid tailwinds from recent trade-related rhetoric, including US President Trump's comments on Friday that 100% tariffs are not sustainable and that he will be meeting with Chinese President Xi.Nikkei 225 surged to a fresh all-time high above the 49,000 level amid a reignition of the Takaichi trade with the LDP leader on track to become Japan's first female PM following an agreement to form a coalition with Japan's Innovation Party.In China, PBoC maintained LPRs as expected, whilst Chinese GDP, Industrial Production and Retail Sales either matched or topped forecasts, and the CPC Central Committee is also holding a four-day closed-door meeting through to Thursday.US President Trump said on Friday that they are getting along with China, and it looks like the meeting with China will go forward, while he could move the November 1st deadline up if he wanted. Trump added that they will make a deal that will be good for both countries and thinks they will be in a strong position in trade talks with China.Israel's Channel 12 reported that Israel was attacking Gaza, while the Israeli military said Hamas carried out multiple attacks against Israeli forces beyond the ‘yellow line', violating the ceasefire; both sides later said they will adhere to the ceasefire once again.S&P lowered France to 'A+' from 'AA-'; Outlook Stable, while it cited heightened risks to budgetary consolidation; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8% after the cash market finished with losses of 0.8% on Friday.Looking ahead, highlights include German Producer Prices (Sep), Canadian Producer Prices (Sep), US Leading Index (Sep), New Zealand Trade (Sep), CCP 4th Plenum (20th-23rd), Speakers including ECB's Schnabel & RBA's Jones, Supply from EU & Italy, Earnings from Sandvik, Zions Bancorp & Cleveland Cliffs.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us a textUS and China tone down war of words over trade, seek to defuse latest row. Dollar recovers from lows, equities resume rally, gold takes a tumble. Yen slides on LDP coalition deal but hawkish BoJ remarks limit losses. Tech earnings and delayed CPI report on investors' radar this week.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

Subscribe now to skip the ads and get all of our content. Lead might be in our protein supplements, but Danny and Derek bring you the news free of most heavy metals. This week: the ceasefire in Gaza begins with prisoner exchanges (1:38), but controversy arises over deceased captives (5:30), plus Israeli violations and Hamas clashes with armed factions (9:35), and a summit in Sharm El Sheikh (14:36); a United Nations report shows a record-breaking spike in atmospheric carbon levels and growing evidence that natural feedback loops are worsening climate collapse (17:14); border clashes escalate between Afghanistan and Pakistan following a failed Pakistani airstrike on a Taliban leader (19:39); Japan's ruling coalition collapses after Komeito breaks with the LDP (23:06); Nathaniel Powell joins Derek to break down the military coup in Madagascar sparked by Gen Z-led protests and a mutiny within the elite CAPSAT unit (25:16); in France, Macron re-appoints PM Lecornu and the government survives no-confidence votes (45:04); Peruvian president Dina Boluarte is impeached amid corruption scandals and rising crime (48:59); Trump authorizes CIA covert action inside Venezuela and bombs another boat in the Caribbean (50:35); the U.S.-China trade war re-escalates as Beijing restricts rare earth exports and Trump responds with tariff threats and diplomatic chaos (54:27); and finally, Trump's bid for the Nobel Peace Prize fails while the winner dedicates her win to him (59:04).

Lead might be in our protein supplements, but Danny and Derek bring you the news free of most heavy metals. This week: the ceasefire in Gaza begins with prisoner exchanges (1:38), but controversy arises over deceased captives (5:30), plus Israeli violations and Hamas clashes with armed factions (9:35), and a summit in Sharm El Sheikh (14:36); a United Nations report shows a record-breaking spike in atmospheric carbon levels and growing evidence that natural feedback loops are worsening climate collapse (17:14); border clashes escalate between Afghanistan and Pakistan following a failed Pakistani airstrike on a Taliban leader (19:39); Japan's ruling coalition collapses after Komeito breaks with the LDP (23:06); Nathaniel Powell joins Derek to break down the military coup in Madagascar sparked by Gen Z-led protests and a mutiny within the elite CAPSAT unit (25:16); in France, Macron re-appoints PM Lecornu and the government survives no-confidence votes (45:04); Peruvian president Dina Boluarte is impeached amid corruption scandals and rising crime (48:59); Trump authorizes CIA covert action inside Venezuela and bombs another boat in the Caribbean (50:35); the U.S.-China trade war re-escalates as Beijing restricts rare earth exports and Trump responds with tariff threats and diplomatic chaos (54:27); and finally, Trump's bid for the Nobel Peace Prize fails while the winner dedicates her win to him (59:04).Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

- Uỷ ban Thường vụ Quốc hội thông qua Nghị quyết, chính thức nâng mức giảm trừ gia cảnh thuế thu nhập cá nhân lên 15 triệu rưỡi/tháng.- Kỳ họp thứ 10, Quốc hội khóa 15 sẽ diễn ra từ ngày 20/10 đến ngày 11/12, với khối lượng lập pháp nhiều nhất từ đầu nhiệm kỳ đến nay.- Việt Nam hiện có 16 triệu 5 trăm nghìn người cao tuổi. Dự báo đến năm 2036, nước ta sẽ chính thức bước vào giai đoạn dân số già, trong khi nhiều người không có ý định sinh con.- Đường dây 500 kV Lào Cai – Vĩnh Yên khánh thành sau 6 tháng thi công, rút ngắn 8 tháng so với tiến độ phê duyệt, góp phần quan trọng đảm bảo an ninh năng lượng quốc gia.- Nhân Ngày Quốc tế Xóa đói Giảm nghèo 17/10, Tổng Thư ký Liên hợp quốc António Guterres và Đức Giáo hoàng Lêô 14 cùng kêu gọi thế giới hành động khẩn cấp để chấm dứt tình trạng đói nghèo và sự ngược đãi với những người yếu thế.- Khả năng Chủ tịch đảng LDP cầm quyền trở thành nữ Thủ tướng đầu tiên của Nhật Bản là rất cao.

Remarkable fans, today, we're excited to introduce you to Josiah Walker! Josiah is part of Chick-fil-A's Talent Development Program, better known as TDP! Prior to joining TDP in 2023, Josiah worked at a Chick-fil-A in Knoxville, TN for 3 years. You won't want to miss his story of redemption, and his advice for team members who think they have blown their shot. Be ready to be challenged with this one, and find your north star.Learn more about Cooper Connect, here: www.cooperconnect.co  Cooper Connect is an independent entity and is not affiliated with, associated with, authorized by, or endorsed by Chick-fil-A, Inc. or its subsidiaries and affiliates. The name Chick-fil-A, Inc., along with its related names, trademarks, logos, and images, are the registered property of their respective owner. For official information about Chick-fil-A, Inc., please visit their website at https://chick-fil-a.com.

VOV1 - Chiều 15/10, theo giờ địa phương, tân nữ Chủ tịch đảng Dân chủ Tự do Nhật Bản (LDP) - bà Sanae Takaichi đã có các cuộc làm việc trực tiếp với lãnh đạo 3 đảng đối lập để thảo luận về đường lối chính sách và khả năng thành lập chính phủ liên minh trong thời gian

Read more insights from Morgan Stanley.----- Transcript ----- Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha, from Morgan Stanley's Global and U.S. Economics teams.Today, I'm going to talk about sovereign debt outlooks and elections around the world.It's Wednesday, October 15th at 10am in New York.Last week we wrote about the deterioration of sovereign debt and fiscal outlooks; and right on cue, real life served up a scenario. Elections in Japan and another political upheaval in France drove a reaction in long-end interest rates with fiscal outlooks becoming part of the political narrative. Though markets have largely stabilized now, the volatility should keep the topic of debt and fiscal outlooks on stage.In Japan, the ruling Liberal Democratic Party, the LDP, elected Sanae Takaichi as its new leader in something of a surprise to markets. Takaichi's election sets the stage for the first female prime minister of Japan since the cabinet system was established in 1885.That outcome is not assured, however. And recent news suggests that the final decision is a few weeks away. The landmark movement in Japanese post-war politics, in some ways further solidifies the changing tides in the Japanese political economy. Markets have positioned for Takaichi to further the reflation trade in Japan and further support the nominal growth revival.The Japanese curve twists steepened sharply as Tokyo markets reopened with the long-end selling off by 14 basis points amid intensifying fiscal concerns and the unwinding of pre-election flattener positions. Specifically, expectations appear to be aligning for a more activist fiscal agenda – relief measures against inflation, bolstered investment in economic security and supply chains, and stepped-up commitments to food security.Our strategists expect that sectors poised to benefit will include high tech exporters, defense and security names, and infrastructure and energy firms, as capital is likely to rotate towards these areas. Though, as our economists cautioned, the lack of a clear legislative maturity may hamper efforts for outright reorientation of fiscal policy.Meanwhile, we expect the implications for monetary policy to be limited. Our reading is that Taikaichi Sanae is not strongly opposed to Bank of Japan Governor Ueda's cautious stance reducing expectations for near term hikes. But we also reiterate that a hike late this year remains a possibility, particularly as the yen weakens.Economically, our baseline call has been supported by the election outcome given we did not expect the BoJ to raise rates in the near future. Indeed, market expectations of an increase in interest rates have been priced out for the next meeting.France is the other economy that saw long-end rates react to political shifts since we published our debt sustainability analysis. PM Lecornu's resignation was far quicker than markets expected, especially given the fact that he was only in office for a matter of weeks.A clear majority in the current parliament remains elusive pointing to continued gridlock, and ultimately snap elections remain a possibility for the next weeks or months. At the heart of the political uncertainty is division about how to proceed with fiscal consolidation against a moving target of widening deficits.The lack of fiscal consolidation in France has been a topic for many years. Though the ECB provides an implicit backstop against disruptive widening of OAT spreads through the TPI, our Europe economists view the activation of TPI as unlikely. As the spread widening has been driven by concerns around France's fiscal sustainability, a factor that is likely seen as reflecting fundamentals.In our rather mechanical projections on debt, we highlighted markets would ultimately determine what is and is not sustainable. These political events are the type of catalyst to watch for.So far, the risks have been contained, but we have a clear message that complacency could become costly at any time. With the deterioration in debt and fiscal fundamentals, we suspect there will be more risks ahead.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

VOV1 - Cuộc đua giành vị trí thủ tướng thứ 103 của Nhật Bản đang ngày càng trở nên gay cấn sau khi đảng Công Minh những ngày qua đã rút khỏi chính phủ liên minh cùng với đảng Dân chủ Tự do (LDP).

Subscribe now to skip the ads and get more content! Yes, we will be releasing 25 subtle variations of this news roundup in order to catapult ourselves to the top of the podcast charts, and no, we are not sorry. This week: a ceasefire agreement was reached for Gaza, but there was too much information for us to cover in the news, so please check out our special here. Syria's interim government handpicks a new “parliament” under tight presidential control (1:01); Iran debates moving its capital from Tehran as drought and other ecological issues worsen (3:24); Myanmar's junta carries out a deadly airstrike on civilians celebrating a Buddhist festival (6:32); Japan's ruling LDP turns to hard-right Takahichi to become Japan's first female prime minister (9:03); Sudan's RSF shells Al-Fashir's last functioning hospital amid a deepening siege (12:22); Ethiopia accuses Eritrea and the TPLF of funding militias in the Amhara region, raising fears of another war (14:23); Rwanda-DRC peace efforts stall over mineral deals and a lingering occupation (17:31); Trump muses on sending Tomahawks to Ukraine while cutting a drone-tech swap with Kyiv (20:05); another French prime minister resigns (24:24); the U.S. sinks another “narco-boat” of the coast of Venezuela, then cuts diplomatic ties with Maduro (28:27), and moves to expand the president's war powers at home and abroad (32:54; and Donald Trump flirts with invoking the 1807 Insurrection Act (35:14).  Learn more about your ad choices. Visit megaphone.fm/adchoices

Yes, we will be releasing 25 subtle variations of this news roundup in order to catapult ourselves to the top of the podcast charts, and no, we are not sorry. This week: a ceasefire agreement was reached for Gaza, but there was too much information for us to cover in the news, so please check out our special here. Syria's interim government handpicks a new “parliament” under tight presidential control (1:01); Iran debates moving its capital from Tehran as drought and other ecological issues worsen (3:24); Myanmar's junta carries out a deadly airstrike on civilians celebrating a Buddhist festival (6:32); Japan's ruling LDP turns to hard-right Takahichi to become Japan's first female prime minister (9:03); Sudan's RSF shells Al-Fashir's last functioning hospital amid a deepening siege (12:22); Ethiopia accuses Eritrea and the TPLF of funding militias in the Amhara region, raising fears of another war (14:23); Rwanda-DRC peace efforts stall over mineral deals and a lingering occupation (17:31); Trump muses on sending Tomahawks to Ukraine while cutting a drone-tech swap with Kyiv (20:05); another French prime minister resigns (24:24); the U.S. sinks another “narco-boat” of the coast of Venezuela, then cuts diplomatic ties with Maduro (28:27), and moves to expand the president's war powers at home and abroad (32:54; and Donald Trump flirts with invoking the 1807 Insurrection Act (35:14).  Our Sponsors:* this is a paid advertisement from BetterHelp. Check out BetterHelp: https://betterhelp.com/THENATIONAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Politics continue to take centre stage, with the shocking LDP election result in Japan and the resignation of the French Prime Minister after less than 4 weeks in office. The EUR has weakened as a result, while USD/JPY has surged. We discuss the main policy features of ‘Sanaenomics', the implications for the BOJ, and what to expect from the political developments in France. Our guest speaker, Samira Fazili, Managing Director, US Public Policy & Government Affairs, shares her take on how and when the US government shutdown could end. Chapters: US: 02:12, Japan 13:57, Asia: 20:06, Europe: 21:43.

How reliant is the US economy on the AI investment boom? It's a question Group Chief Economist Neil Shearing keeps getting in client meetings. On this episode of The Weekly Briefing, he tells David Wilder why there's more to the story than hype around a new technology. Neil also explains why France faces a political – but not an economic – crisis, and what to make of China's toughest moves yet to control rare earth exports.Also on the show, six months after Liberation Day, Deputy Chief Markets Economist Jonas Goltermann assesses how predictions of the dollar's demise have played out and unpacks the market's striking response to Japan's new LDP leader.Analysis and events referenced in this episode:Watch: US Outlook – Weighing the AI boom, labour constraints and the Fed's next chapterRead: China tightens its grip on rare earths (again)Register: Markets Drop-In: Asset Allocation in 2026 – Why we don't think the AI equities boom is overRead: Japan coalition talksRead: What would PM Takaichi mean for Japan?

HEADLINE: Takaichi Sanae Elected LDP Head, Faces Coalition Challenge to Become Japan's First Female Prime Minister GUEST NAME: Lance Gatling SUMMARY: John Batchelor speaks with Lance Gatling about Takaichi Sanae being elected head of Japan's LDP, positioning her to potentially become the first female Prime Minister. A conservative figure, she supports visits to the controversial Yasukuni Shrine. Her immediate challenge is forming a majority coalition, as the junior partner Komeito disagrees with her conservative positions and social policies. President Trump praised her election, signaling potential for strong bilateral relations.

CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1900 KYIV THE SHOW BEGINS IN THE DOUBTS THAT CONGRESS IS CAPABLE OF CUTTING SPENDING..... 10-8-25 FIRST HOUR 9-915 HEADLINE: Arab Intellectuals Fail Palestinians by Prioritizing Populism and Victimhood Narrative in Gaza ConflictGUEST NAME: Hussain Abdul-Hussain SUMMARY: John Batchelor speaks with Hussain Abdul-Hussain about Hamas utilizing the power of victimhood to justify atrocities and vilify opponents. Arab and Muslim intellectuals have failed Palestinians by prioritizing populism over introspection and self-critique. Regional actors like Egypt prioritize populist narratives over national interests, exemplified by refusing to open the Sinai border despite humanitarian suffering. The key recommendation is challenging the narrative and fostering a reliable, mature Palestinian government. 915-930 HEADLINE: Arab Intellectuals Fail Palestinians by Prioritizing Populism and Victimhood Narrative in Gaza ConflictGUEST NAME: Hussain Abdul-Hussain SUMMARY: John Batchelor speaks with Hussain Abdul-Hussain about Hamas utilizing the power of victimhood to justify atrocities and vilify opponents. Arab and Muslim intellectuals have failed Palestinians by prioritizing populism over introspection and self-critique. Regional actors like Egypt prioritize populist narratives over national interests, exemplified by refusing to open the Sinai border despite humanitarian suffering. The key recommendation is challenging the narrative and fostering a reliable, mature Palestinian government. 930-945 HEADLINE: Russian Oil and Gas Revenue Squeezed as Prices Drop, Turkey Shifts to US LNG, and China Delays Pipeline GUEST NAME: Michael Bernstam SUMMARY: John Batchelor speaks with Michael Bernstam about Russia facing severe budget pressure due to declining oil prices projected to reach $40 per barrel for Russian oil and global oil surplus. Turkey, a major buyer, is abandoning Russian natural gas after signing a 20-year LNG contract with the US. Russia refuses Indian rupee payments, demanding Chinese renminbi, which India lacks. China has stalled the major Power of Siberia 2 gas pipeline project indefinitely. Russia utilizes stablecoin and Bitcoin via Central Asian banks to circumvent payment sanctions. 945-1000 HEADLINE: UN Snapback Sanctions Imposed on Iran; Debate Over Nuclear Dismantlement and Enrichment GUEST NAME: Andrea Stricker SUMMARY: John Batchelor speaks with Andrea Stricker about the US and Europe securing the snapback of UN sanctions against Iran after 2015 JCPOA restrictions expired. Iran's non-compliance with inspection demands triggered these severe sanctions. The discussion covers the need for full dismantlement of Iran's nuclear program, including both enrichment and weaponization capabilities, to avoid future conflict. Concerns persist about Iran potentially retaining enrichment capabilities through low-level enrichment proposals and its continued non-cooperation with IAEA inspections. SECOND HOUR 10-1015 HEADLINE: Commodities Rise and UK Flag Controversy: French Weather, Market Trends, and British Politics GUEST NAME: Simon Constable SUMMARY: John Batchelor speaks with Simon Constable about key commodities like copper up 16% and steel up 15% signaling strong economic demand. Coffee prices remain very high at 52% increase. The conversation addresses French political turmoil, though non-citizens cannot vote. In the UK, the St. George's flag has become highly controversial, viewed by some as associated with racism, unlike the Union Jack. This flag controversy reflects a desire among segments like the white working class to assert English identity. 1015-1030 HEADLINE: Commodities Rise and UK Flag Controversy: French Weather, Market Trends, and British Politics GUEST NAME: Simon Constable SUMMARY: John Batchelor speaks with Simon Constable about key commodities like copper up 16% and steel up 15% signaling strong economic demand. Coffee prices remain very high at 52% increase. The conversation addresses French political turmoil, though non-citizens cannot vote. In the UK, the St. George's flag has become highly controversial, viewed by some as associated with racism, unlike the Union Jack. This flag controversy reflects a desire among segments like the white working class to assert English identity. 1030-1045 HEADLINE: China's Economic Contradictions: Deflation and Consumer Wariness Undermine GDP Growth ClaimsGUEST NAME: Fraser Howie SUMMARY: John Batchelor speaks with Fraser Howie about China facing severe economic contradictions despite high World Bank forecasts. Deflation remains rampant with frequently negative CPI and PPI figures. Consumer wariness and high youth unemployment at one in seven persist throughout the economy. The GDP growth figure is viewed as untrustworthy, manufactured through debt in a command economy. Decreased container ship arrivals point to limited actual growth, exacerbated by higher US tariffs. Economic reforms appear unlikely as centralization under Xi Jinping continues. 1045-1100 HEADLINE: Takaichi Sanae Elected LDP Head, Faces Coalition Challenge to Become Japan's First Female Prime Minister GUEST NAME: Lance Gatling SUMMARY: John Batchelor speaks with Lance Gatling about Takaichi Sanae being elected head of Japan's LDP, positioning her to potentially become the first female Prime Minister. A conservative figure, she supports visits to the controversial Yasukuni Shrine. Her immediate challenge is forming a majority coalition, as the junior partner Komeito disagrees with her conservative positions and social policies. President Trump praised her election, signaling potential for strong bilateral relations. THIRD HOUR 1100-1115 VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data.E V 1115-1130 HEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data. 1130-1145 HEADLINE: Taiwanese Influencer Charged for Threatening President; Mainland Chinese Influence Tactics ExposedGUEST NAME: Mark Simon SUMMARY: John Batchelor speaks with Mark Simon about internet personality Holger Chen under investigation in Taiwan for calling for President William Lai's decapitation. This highlights mainland Chinese influence operations utilizing influencers who push themes of military threat and Chinese greatness. Chen is suspected of having a mainland-affiliated paymaster due to lack of local commercial support. Taiwan's population primarily identifies as Taiwanese and is unnerved by constant military threats. A key propaganda goal is convincing Taiwan that the US will not intervene. 1145-1200 HEADLINE: Sentinel ICBM Modernization is Critical and Cost-Effective Deterrent Against Great Power CompetitionGUEST NAME: Peter Huessy SUMMARY: John Batchelor speaks with Peter Huessy about the Sentinel program replacing aging 55-year-old Minuteman ICBMs, aiming for lower operating costs and improved capabilities. Cost overruns stem from necessary infrastructure upgrades, including replacing thousands of miles of digital command and control cabling and building new silos. Maintaining the ICBM deterrent is financially and strategically crucial, saving hundreds of billions compared to relying solely on submarines. The need for modernization reflects the end of the post-Cold War "holiday from history," requiring rebuilding against threats from China and Russia. FOURTH HOUR 12-1215 HEADLINE: Supreme Court Battles Over Presidential Impoundment Authority and the Separation of Powers GUEST NAME: Josh Blackman SUMMARY: John Batchelor speaks with Josh Blackman about Supreme Court eras focusing on the separation of powers. Currently, the court is addressing presidential impoundment—the executive's authority to withhold appropriated funds. Earlier rulings, particularly 1975's Train v. City of New York, constrained this power. The Roberts Court appears sympathetic to reclaiming presidential authority lost during the Nixon era. The outcome of this ongoing litigation will determine the proper balance between executive and legislative branches. 1215-1230 HEADLINE: Supreme Court Battles Over Presidential Impoundment Authority and the Separation of Powers GUEST NAME: Josh Blackman SUMMARY: John Batchelor speaks with Josh Blackman about Supreme Court eras focusing on the separation of powers. Currently, the court is addressing presidential impoundment—the executive's authority to withhold appropriated funds. Earlier rulings, particularly 1975's Train v. City of New York, constrained this power. The Roberts Court appears sympathetic to reclaiming presidential authority lost during the Nixon era. The outcome of this ongoing litigation will determine the proper balance between executive and legislative branches. 1230-1245 HEADLINE: Space Force Awards Contracts to SpaceX and ULA; Juno Mission Ending, Launch Competition Heats UpGUEST NAME: Bob Zimmerman SUMMARY: John Batchelor speaks with Bob Zimmerman about Space Force awarding over $1 billion in launch contracts to SpaceX for five launches and ULA for two launches, highlighting growing demand for launch services. ULA's non-reusable rockets contrast with SpaceX's cheaper, reusable approach, while Blue Origin continues to lag behind. Other developments include Firefly entering defense contracting through its Scitec acquisition, Rocket Lab securing additional commercial launches, and the likely end of the long-running Juno Jupiter mission due to budget constraints. 1245-100 AM HEADLINE: Space Force Awards Contracts to SpaceX and ULA; Juno Mission Ending, Launch Competition Heats UpGUEST NAME: Bob Zimmerman SUMMARY: John Batchelor speaks with Bob Zimmerman about Space Force awarding over $1 billion in launch contracts to SpaceX for five launches and ULA for two launches, highlighting growing demand for launch services. ULA's non-reusable rockets contrast with SpaceX's cheaper, reusable approach, while Blue Origin continues to lag behind. Other developments include Firefly entering defense contracting through its Scitec acquisition, Rocket Lab securing additional commercial launches, and the likely end of the long-running Juno Jupiter mission due to budget constraints.

The unexpected election of the LDP's Sanae Takaichi and her known bias for expansionary fiscal policies is questioning the yen's bull case and the currency's sharp and broad selloff since the Oct. 4 result is a taste of what could come. For now, we don't have enough information to assess how or when fiscal stimulus will eventually unfold, so it's premature to call a sustainably bearish view until the fiscal prospects can be quantified.  In this episode of FX Moment, Bloomberg Intelligence Chief FX Strategist Audrey Childe-Freeman and Jordan Rochester, head of FICC strategy for EMEA at Mizuho Bank, discuss Japanese fiscal and monetary-policy dynamics and the potentially binary yen implications. Jordan and Audrey also discuss the dollar and the euro's near-term political predicament.  This episode was recorded on Oct. 8. Listen on Apple Podcasts and Spotify.

CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE TRUMP ADMINISTRATION GAZA PLAN.. 1950 RAMALLAH 10-6-25 FIRST HOUR 9-915 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 915-930 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 930-945 Houthi Attacks, Sanctions, and the Implications of a Gaza Ceasefire Guest: Bridget Toumey Bridget Toumey reports that the Houthis, who are well-organized and disciplined, attacked a Dutch ship in the Gulf of Aden and continued launching at least one missile and one drone at Israel, a slower pace than the nearly daily attacks seen in September. The Houthis also sanctioned 13 US oil and energy companies and their CEOs, citing the war in Gaza and US support for Israel. This announcement mirrored US sanctions and may be a precursor to resuming attacks against US-connected vessels. Israel's counter-Houthi air strikes have hit targets but have failed to deter the group, which also exploits connections with other terrorist organizations like al-Qaeda in the Arabian Peninsula (AQAP). If the Gaza conflict ends, the Houthis might need a new casus belli to justify attacks, but they are willing to invent excuses if Iran wishes to continue stirring chaos. 945-1000 Life, Economy, and Chinese Threat Perception in Taipei, Taiwan Guest: Anne Stevenson-Yang Anne Stevenson-Yang reports from Taipei, Taiwan, a vibrant economy and republic vital to the global economy due to TSMC, the microchip maker. Taiwan is characterized by a wonderful public culture where honesty and personal safety are prevalent. Despite its high-tech focus, the economy suffers from problems common elsewhere, including increasing income inequality, unaffordability, high housing prices, and stagnant wages. Regarding geopolitical tensions, the average Taiwanese person is largely immune to the constant threat from China, having heard talk of belligerence for the last 30 years. However, there is apprehension related to China's grim economic winter and growing concern that the US protective umbrella may be receding, leading to more interest in investing in Taiwan's own defense. SECOND HOUR 10-1015 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1015-1030 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1030-1045 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. 1045-1100 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. THIRD HOUR 1100-1115 Europe Responds to Russian Harassment Without US Lead Guest: Mary Kissel Mary Kissel analyzes the European emergency summit in Copenhagen, convened due to alarming mysterious drone activity over European airports, likely instigated by Russia. This harassment, which includes potential risks like hitting a passenger jet, aims to create confusion and test the resolve of the continent. The outcome, focusing on a "drone wall," suggests that the EU is starting to take more responsibility for its own defense, a long-term goal of US presidents. Kissel notes that the US absence from the prominent conversation does not signal the end of NATO. She also highlights that politicians like Starmer and Meloni are moving toward stronger defense measures, realizing that their voting bases are unhappy with current economic and security outcomes 1115-1130 Syria's Search for Stability: Security Deals, the Golan Heights, and the Gaza Impact Guests: Ahmad Sharawi, Bill Roggio Ahmad Sharawi and Bill Roggio discuss Syrian President al-Sharaa's focus on stability and his pursuit of a security agreement with Israel. Negotiating away the Golan Heights is considered a non-starter for al-Sharaa's survival, as his father, Hafez Assad, is often seen as the man who lost the territory, and al-Sharaa would be domestically labeled a traitor by all segments of the Syrian population, including hardliners. A full peace agreement is out of the question, but a limited security agreement might be possible, allowing Israel to maintain its presence in the Golan Heights while potentially withdrawing from areas entered after the fall of the Assad regime. The end of the war in Gaza is expected to expedite negotiations between Syria and Israel toward a security deal, as it affects the optics of al-Sharaa making such a move in the Arab world. Al-Sharaa's main priority is removing Israeli presence and stopping Israeli air strikes inside southern Syria 1130-1145 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio John Hardie discusses Russia's expanding conflict, which includes drones over European airports like Munich and Berlin, viewed by Denmark as Russian "gray zone" activity aimed at testing Western response. NATO has been slow to adopt cost-effective counter-drone measures, unlike Ukraine's use of mobile fire groups. Russia is also engaging in anti-satellite activity, with Russian satellites reportedly stalking UK military satellites in low Earth orbit. Russia continues to target Ukrainian energy infrastructure with massive barrages as winter approaches. The US is reportedly considering supplying longer-range Tomahawk missiles to allies for transfer to Ukraine. These missiles could strike deep into Russian military-industrial sites, which, coupled with economic pressure, might convince Putin to pause the war. 1145-1200 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio J FOURTH HOUR 12-1215 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman Joe Truzman details the Gaza ceasefire negotiations, which center on the release of the remaining 48 hostages (living and deceased) within 72 hours, potentially in exchange for a significant number of Palestinian prisoners, including convicted terrorists. The central obstacle to peace is Hamas's refusal to disarm, viewing it as tantamount to surrendering their identity. Fighting has lessened, with Israel toning down air strikes, possibly to show goodwill to President Trump. Truzman emphasizes that if Hamas retains its arms, another conflict is inevitable. He also notes the rise in reported Hamas plots in Europe, something uncommon historically, indicating the organization may be branching out its operations and feeling emboldened, as seen in the recent deadly attack on a synagogue in Manchester. 1215-1230 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman . 1230-1245 Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo Alejandro Piña Esclusá reports that Nicolás Maduro's chief negotiator, Jorge Rodríguez, falsely claimed a third party plans to assault the US embassy in Caracas, but Esclusá warns that Maduro himself ordered the operation. The regime is allegedly interested in the embassy because they believe opposition leader María Corina Machado is hidden there. The regime, which stole the election, is now persecuting and imprisoning more opposition members than ever to infuse terror into the population. Ernesto Araújo views an attack on the embassy—an action against the "only thing that's sacred in international relations"—as very serious, suggesting Maduro is desperate for a bargaining chip with the US. Brazil's Lula da Silva is reportedly worried about the seriousness of the US attitude toward Maduro and may be softening his stance with Trump, fearing what information might emerge regarding the Foro de São Paulo organization if the Maduro regime falls. 1245-100AM Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo

Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners.

Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners.  1935 TAIWAN UNDER JAPAN

US equity futures are slightly softer. Asian markets are mostly higher, and European equities opened flat to lower. US stocks extended record highs Monday on continued optimism around AI and stable Fed expectations, while AMD surged after announcing a multibillion-dollar partnership with OpenAI. Political developments dominated global headlines — French Prime Minister Lecornu resigned, and Japan's new LDP leader Takaichi's victory fueled expectations for debt-funded stimulus. Rating agencies warned about France's credit outlook, with BCA Research calling French bonds “uninvestable.”Companies Mentioned: Apollo Global Management, Itron, Science Applications International

APAC stocks traded mixed despite the tech-led advances on Wall St, with several holiday closures, Japanese stocks rallied again as the post-LDP election euphoria persisted.Democrat and Republican bills to end the US government shutdown failed to secure sufficient votes for passage in the Senate, as expected.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 future flat after the cash market closed with losses of 0.4% on Monday.DXY held onto yesterday's gains, which were triggered by JPY and EUR selling. USD/JPY remains above 150.French President Macron said he has asked outgoing PM Lecornu to hold final talks with political partners to stabilise the country.Looking ahead, highlights include German Industrial Orders (Aug), US RCM/TIPP Economic Optimism, NY Fed SCE, Atlanta Fed GDP, Canadian Trade Balance (Aug), Ivey PMI (Sep), (Suspended Releases: US International Trade, Consumer Credit), EIA STEO, Fed's Bostic, Bowman, Miran, Kashkari, ECB's Lagarde & Nagel, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

PREVIEW: Historic Election of Takaichi Sanae as LDP Leader and Presumed Next Prime Minister of JapanGuest: Scott Harold John Batchelor's conversation with Scott Harold focuses on the newly elected head of the LDP (Liberal Democratic Party) in Japan, Takaichi Sanae, who is presumed to be the next prime minister. Ms. Takaichi's political background is that of a conservative LDP member and an acolyte of the late Japanese Prime Minister Abe Shinzo. Her victory was attributed to two main factors. First, she was the most conservative candidate at a time when the LDP was worried about losing conservative votes to another party that sought to emulate parts of the MAGA ideology. The party viewed her as the best candidate to retrieve those votes. Second, while her competitor was the younger, more liberal son of a former prime minister, LDP voters and legislative members were ultimately "more comfortable voting for an older conservative woman." Additionally, a major scandal involving derogatory remarks posted by her competitor's supporters helped drive down his support late in the race. This is a historic election as Ms. Takaichi will be the first female Japanese prime minister. She has described herself as an emulator of Margaret Thatcher and emphasizes boosting the Japanese economy with substantial spending, including on defense, to enhance the US-Japan alliance.

The Nikkei hits an all-time high, surpassing the 48k-mark for the first time ever following the ruling LDP leadership vote which will see Sanae Takaichi installed as the country's first female prime minister. The U.S. government shutdown enters its sixth day with President Trump threatening mass federal lay-offs. In France, new prime minister Sebastien Lecornu picks his new cabinet with Macron ally Roland Lescure set to become the country's new finance ministerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Japan's ruling LDP elected Sanae Takaichi as its leader, who is set to become Japan's first female PM; Nikkei 225 +4.7%, JPY sinks.European bourses opened modestly lower and then took a hit following French PM Lecornu's decision to resign; CAC 40 -1.6%. US equity futures are modestly firmer across the board.USD has been boosted as JPY ponders looser fiscal/monetary mix and EUR hit by French political risk.10yr JGBs soared then faltered after Takaichi while OATs were sold after Lecornu resigned.Crude benchmarks gain after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Looking ahead, US Employment Trends (Sep), New Zealand NZIER (Q3), Speakers including BoE's Bailey, ECB's Lagarde, Earnings from Constellation Brands.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks began the week mixed amid several holiday closures throughout the week and the ongoing US government shutdown.Nikkei 225 rallied, JPY fell and the JGB curve steepened amid hopes of fiscal loosening and a delay to BoJ policy normalisation following Sanae Takaichi's LDP leadership victory.Crude futures gained after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Israel and Hamas are preparing for mediated negotiations on Monday in Egypt; hopes for a ceasefire have increased.NEC Director Hassett commented that mass layoffs of federal workers will begin if President Trump sees that shutdown talks are going nowhere.Looking ahead, highlights include EZ Construction PMI (Sep), Sentix (Oct), Retail Sales (Aug), US Employment Trends (Sep), New Zealand NZIER (Q3), BoE's Bailey, ECB's de Guindos, Lane, Escriva & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

VOV1 - Bà Sanae Takaichi đã giành chiến thắng trong cuộc bỏ phiếu vào cuối tuần qua và trở thành tân Chủ tịch Dân chủ Tự do (LDP) cầm quyền tại Nhật Bản. Kết quả này đánh dấu khả năng cao bà Sanae Takaichi sẽ trở thành nữ thủ tướng đầu tiên của nước này.

Japanese equities surge to fresh record highs as Sanae Takaichi – known for being pro-stimulus - has won the LDP leadership and is likely to become the country's first female prime minister. Consequently, Japanese government bond yields have risen, while the yen weakened against major currencies. Meanwhile, both bitcoin and gold extended their rallies, reaching new highs as investors seek out alternative stores of value. Today, we welcome Mensur Pocinci, Head of Technical Analysis, who shares his insights on whether the current momentum behind gold's upward trajectory is sustainable - or if a correction may be on the horizon.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:25) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:22) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (08:30) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Sanae Takaichi is the first woman to be elected to lead Japan’s conservative Liberal Democratic Party, and the country’s probable next PM. Can she hold onto the top job? You can read more about this story, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet and edited by Joshua Burton. Our regular host is Claire Harvey and our team includes Lia Tsamoglou, Tiffany Dimmack, Stephanie Coombes and Jasper Leak, who also composed our music.See omnystudio.com/listener for privacy information.

VOV1 - Vào chiều nay (04/10, theo giờ địa phương), ứng cử viên Sanae Takaichi đã giành chiến thắng trước ứng cử viên trẻ tuổi Shinjiro Koizumi trong cuộc bầu cử vị trí Chủ tịch đảng Dân chủ Tự do Nhật Bản (LDP). Với kết quả này, bà Takaichi cũng chính thức trở thành nữ Chủ tịch đầu tiên của đảng kể

VOV1 - Hôm nay (4/10), phần bỏ phiếu quan trọng nhất để bầu Chủ tịch đảng cầm quyền Tự do Dân chủ Nhật Bản (LDP) sẽ bắt đầu từ 13h, theo giờ địa phương. Bầu cử lần này được dự báo là vô cùng kịch tính, với nhiều bất ngờ đến tận phút chót.

The US dollar is marginally lower this week (-0.5%) with the economic data that was released this week confirming still weakening labour market conditions. Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to James Roulston Institutional FX Sales about the LDP leadership election taking place on Saturday and the implications for BoJ policy and the yen going forward. In addition Derek discusses with James the implications of the ongoing government shutdown running into the FOMC meeting later this month.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"LDP race, Labubu counterfeits and palm oil corruption case” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup    

インタビューに答える小泉進次郎農林水産相、３０日午後、国会内自民党総裁選に立候補した小泉進次郎農林水産相は３０日、時事通信などのインタビューに応じ、首相に就任した場合の少数与党の克服策について「連立という選択肢が最善だ」と語った。 Japan's agriculture minister Shinjiro Koizumi, a candidate in the Liberal Democratic Party's upcoming leadership election, has said that expanding the ruling coalition, currently made up of the LDP and Komeito, is the "best option."

自民党総裁選に出馬した候補者。 The Liberal Democratic Party-led administration is considering convening an extraordinary Diet session on Oct. 14 or later to elect Japan's new prime minister, following the LDP's leadership election scheduled for Saturday, it was learned Monday.

Hello Remarkable Fans! Today, we're excited to introduce you to Shane Todd! Shane is the Owner Operator of Chick-fil-A Barnett Shoals, Beechwood, Downtown Athens, the UGA Tate Student Center AND a Chick-fil-A Food Truck as well, all in Athens, GA. Shane has been an Operator for nearly 30 years and has a lot of fun stories about his team, Truett Cathy, and milkshakes! Learn more about Cooper Connect, here: www.cooperconnect.co  Cooper Connect is an independent entity and is not affiliated with, associated with, authorized by, or endorsed by Chick-fil-A, Inc. or its subsidiaries and affiliates. The name Chick-fil-A, Inc., along with its related names, trademarks, logos, and images, are the registered property of their respective owner. For official information about Chick-fil-A, Inc., please visit their website at https://chick-fil-a.com.

① Ahead of the annual Chinese farmers' harvest festival, Xi Jinping called for multiple measures to improve farmers' life and advance all-round rural vitalization. Why is modernizing the agricultural sector and rural area a key part of China's modernization? (00:57) ② We take a look at how China's financial sector has performed during the country's 14th Five-Year Plan from 2021 to 2025. (13:09) ③ A conversation with Angola's ambassador to the United Nations on China's contribution to the UN's work. (24:55) ④ Russian leader Vladimir Putin has declared his readiness to adhere to nuclear arms limits for one more year under the last remaining nuclear pact with the United States. Why has he made this offer? (34:15) ⑤ Japan's ruling Liberal Democratic Party has launched its leadership election campaign. Will whoever become the next LDP leader save the party from its crisis? (43:14)

VOV1 - Hôm nay 22/9, bầu cử trước thời hạn để chọn Chủ tịch đảng cầm quyền Tự do Dân chủ Nhật Bản (LDP), thay thế Thủ tướng Ishiba Shigeru vừa tuyên bố từ chức, đã chính thức được khởi động bằng việc niêm yết danh sách ứng cử viên.

Following the FOMC meeting on Wednesday and the BoJ meeting on Friday, Derek Halpenny, Head of Research Global Markets EMEA and International Securities talks to Chris Jack Jakubowski, Hedge Fund FX Institutional Sales about the impact of these central bank meetings on USD/JPY and the dollar more generally. Derek discusses the BoJ decision and how the upcoming LDP leadership election could play and important role in BoJ policy decisions and the yen.

CBS EYE ON THE WORLD WITH JOHN BATCHELOR SHOW SCHEDULE  9-10-25 Good evening. The show begins in Poland as the government and military respond to drones crossing the Belarus to Poland border... FIRST HOUR 9-915 General Blaine Holt NATO Reacts to Russian Drone Incursions into Poland General Blaine Holt analyzes Russiandrone incursions into Polish airspace from Belarus, triggering a NATO Article 4 meeting. While NATO calls it an "intentional incursion" to allow de-escalation, Poland considers it an "act of war." The incident highlights NATO's rapid response capabilities and the broader "poly crisis" in Europe, requiring diplomatic de-escalation. 915-930 CONTINUED General Blaine Holt NATO Reacts to Russian Drone Incursions into Poland General Blaine Holt analyzes Russiandrone incursions into Polish airspace from Belarus, triggering a NATO Article 4 meeting. While NATO calls it an "intentional incursion" to allow de-escalation, Poland considers it an "act of war." The incident highlights NATO's rapid response capabilities and the broader "poly crisis" in Europe, requiring diplomatic de-escalation. 930-945 Lance Gatling Japan's LDP Prime Minister Race and China's Influence Lance Gatling discusses the race for Japan'snew Prime Minister within the Liberal Democratic Party (LDP) following Ishida's resignation. The LDP lacks a majority, complicating coalition-building. Takaichi Sanae, a conservative candidate critical of China, is opposed by Beijing's propagandists, highlighting China's active influence in the Japanese political landscape .945-1000 Captain James Fanell NATO Article 4 Invoked Amidst Russian Drones, China's South China Sea AggressionCaptain James Fanell discusses NATO's Article 4 invocation after Russian drones entered Polish airspace during Zapad exercises, potentially testing defenses. He also details China's escalating aggression in the South China Sea, where its navy chased a Philippine vessel near Scarborough Shoal. The "poly crisis" necessitates increased US defense spending and alliances. SECOND HOUR 10-1015 Steve Yates Pentagon's National Defense Strategy Amidst Global Crises Steve Yates discusses the Pentagon's new National Defense Strategy (NDS), which prioritizes China as the "pacing challenge" over climate change. The "Fortress America" concept of homeland defense is debated against the need for alliances and extended deterrence. Events like Russian drones in Poland underscore the loss of US initiative and the urgency of adaptive defense strategies. 1015-1030 Charles Burton Canada's Dilemma: Chinese EVs and National Security Charles Burton discusses Canada'sreluctance to link national security with China, specifically regarding Chinese EVs (dubbed "spy machines"). Canadaimposed 100% tariffs at US request, leading to China's retaliation on Canadian canola. This creates a dilemma, as Canada prioritizes economic gain despite China's espionage and potential US border bans on Chinese EVs.1030-1045 Andrea Stricker Iran's Nuclear Program Targeted, Verification Crisis Ensues Andrea Stricker discusses Israel and USstrikes on Iran's nuclear facilities like Fordo, Natanz, and Isfahan, destroying centrifuges and weaponization capabilities. The IAEA cannot verify Iran's nuclear material locations after inspectors were expelled. Iran's 60% enriched uranium poses a proliferation risk, leading to anticipated UN sanctions. The strikes prevented JCPOA-allowed centrifuge surges.1045-1100CONTINUED Andrea Stricker Iran's Nuclear Program Targeted, Verification Crisis Ensues Andrea Stricker discusses Israel and USstrikes on Iran's nuclear facilities like Fordo, Natanz, and Isfahan, destroying centrifuges and weaponization capabilities. The IAEA cannot verify Iran's nuclear material locations after inspectors were expelled. Iran's 60% enriched uranium poses a proliferation risk, leading to anticipated UN sanctions. The strikes prevented JCPOA-allowed centrifuge surges. THIRD HOUR 1100-1115 Professor Josh Blackman Judicial Defiance: Lower Courts Challenge Supreme Court and Trump AdministrationProfessor Josh Blackman details an unprecedented judicial "revolt" where lower federal courts, particularly in Boston, repeatedly defy Supreme Court rulings and temporary restraining orders against the Trump Administration. Cases involve deportation and presidential firing power. Chief Justice Roberts is struggling to make lower courts "get in line," prompting a rare concurrence from Justice Gorsuch criticizing the defiance.1115-1130 Professor Josh Blackman Judicial Defiance: Lower Courts Challenge Supreme Court and Trump AdministrationProfessor Josh Blackman details an unprecedented judicial "revolt" where lower federal courts, particularly in Boston, repeatedly defy Supreme Court rulings and temporary restraining orders against the Trump Administration. Cases involve deportation and presidential firing power. Chief Justice Roberts is struggling to make lower courts "get in line," prompting a rare concurrence from Justice Gorsuch criticizing the defiance. 1130-1145 Bob Zimmerman Space Policy, Launches, and Astronomical Discoveries Bob Zimmerman criticizes the over-budget Artemis lunar program while praising SpaceX's increased launches from Cape Canaveral. He discusses the politically-driven Space Force HQ relocation and NASA's efforts to reduce reliance on Russia for ISS orbit-raising. Global space startups are booming, Starlink cuts prices, and new astronomical discoveries are made.1145-1200CONTINUED Bob Zimmerman Space Policy, Launches, and Astronomical Discoveries Bob Zimmerman criticizes the over-budget Artemis lunar program while praising SpaceX's increased launches from Cape Canaveral. He discusses the politically-driven Space Force HQ relocation and NASA's efforts to reduce reliance on Russia for ISS orbit-raising. Global space startups are booming, Starlink cuts prices, and new astronomical discoveries are made.FOURTH HOUR 12-1215 Simon Constable Global Commodities, French Politics, and 9/11 Reflection Simon Constable discusses commodity trends: copper and gold prices surge due to AI demand and monetary fear, while orange juice falls and coffee rises. He covers France's political crisis, with Sebastien Lecornu becoming the sixth Prime Minister under Macron, and local support for Marine Le Pen's National Rally. He also shares a personal 9/11 account from One World Financial Center.1215-1230CONTINUED Simon Constable Global Commodities, French Politics, and 9/11 Reflection Simon Constable discusses commodity trends: copper and gold prices surge due to AI demand and monetary fear, while orange juice falls and coffee rises. He covers France's political crisis, with Sebastien Lecornu becoming the sixth Prime Minister under Macron, and local support for Marine Le Pen's National Rally. He also shares a personal 9/11 account from One World Financial Center.1230-1245 Grant Newsham Korea's Division, South Korea's Shift, and the Axis of Adversaries Grant Newsham traces Korea's1945 division by US officers, leading to North Korea's establishment. He highlights the pro-North Korea South Korean administration's alignment with China and Russia. The unified appearance of Kim Jong-un, Xi Jinping, and Vladimir Putin at a Beijing parade solidifies them as a formidable "axis of adversaries," intimidating the West.1245-100 AM Michael Bernstam Falling Oil Prices Threaten Russia's Economy, Boost US and Europe Michael Bernstam explains that falling oil prices, forecasted to drop to $50/barrel due to increased OPEC supply, will severely impact Russia'sbudget (based on $70/barrel) and push it towards recession. This benefits US consumers and GDP, while rising US LNGexports fully replace Europe's Russian gas, effectively isolating Russia from the European energy marke

Lance Gatling Japan's LDP Prime Minister Race and China's Influence Lance Gatling discusses the race for Japan'snew Prime Minister within the Liberal Democratic Party (LDP) following Ishida's resignation. The LDP lacks a majority, complicating coalition-building. Takaichi Sanae, a conservative candidate critical of China, is opposed by Beijing's propagandists, highlighting China's active influence in the Japanese political landscape 1930

Today is a great day to introduce you to Shawn York! Shawn is the Owner/Operator of Chick-fil-A Crossings at South Corona and Hidden Valley Parkway, both in Corona, CA. Shawn is also the founder of the Malama Youth Foundation. He's known for being a systems pioneer in the world of CFA, his latest being a system to increase customer satisfaction while increasing team member purpose, something he calls the Heart Chart, which tracks Unexpected Opportunities or UOs for short. If that's not enough, Shawn is currently writing a book titled Love Works Here and he also hosts the Love Works Here podcast. Learn more about Cooper Connect, here: www.cooperconnect.co  Cooper Connect is an independent entity and is not affiliated with, associated with, authorized by, or endorsed by Chick-fil-A, Inc. or its subsidiaries and affiliates. The name Chick-fil-A, Inc., along with its related names, trademarks, logos, and images, are the registered property of their respective owner. For official information about Chick-fil-A, Inc., please visit their website at https://chick-fil-a.com.

Remarkable fans, today we're excited to introduce you to Terry Butler. Terry is the Owner/Operator of Chick-fil-A Townridge Square in Raleigh, NC. He has been an Operator over 30 years and is a wealth of Chick-fil-A stories and inspiration. We hope you take time to really listen to this episode as Terry shares his heart for people and the community, and how he loves being like Truett Cathy and other business leaders who inspired him. Listen more about Cooper Connect, here: www.cooperconnect.co  Cooper Connect is an independent entity and is not affiliated with, associated with, authorized by, or endorsed by Chick-fil-A, Inc. or its subsidiaries and affiliates. The name Chick-fil-A, Inc., along with its related names, trademarks, logos, and images, are the registered property of their respective owner. For official information about Chick-fil-A, Inc., please visit their website at https://chick-fil-a.com.

A far-right party which came to prominence during the Covid-19 pandemic recently showed itself to be a contender to Japan's centrist political establishment, when it grew from one seat, three years ago to 15 seats in the recent elections. Known as Sanseito, the party is led by Kamiya Sohei, whose YouTube videos spread conspiracy theories about vaccinations. Its political platform is a nationalist ‘Japanese first' agenda and warns against a ‘silent invasion of foreigners'. Whilst for Japan's ruling Liberal Democratic Party coalition, the election results were bruising. The LDP lost its majority in the Upper House, having already lost control of the Lower House last year. But its embattled Prime Minister, Shigeru Ishiba, whilst facing calls from within his party to resign, has said he has no plans to quit. Against this backdrop, there's a growing unease amongst Japanese voters over issues like immigration, over-tourism and the economy and Sanseito are tapping into that. Joining us to discuss Japan's political climate are Kenneth Mori McElwain, professor of Comparative Politics, University of Tokyo, Japan; Dr Fabian Schäfer, chair of Japanese Studies, Friedrich-Alexander-Universität Erlangen-Nürnberg, Germany; Jeffrey Hall, author and lecturer, Kanda University of International Studies, Eastern Japan; Dr Kristi Govella, associate professor of Japanese Politics and International Relations, University of Oxford, UK.Presenter: William Crawley Producer: Jill Collins Researcher: Evie Yabsley Technical producer: Craig Boardman Production management assistant: Liam Morrey Editor: Tara McDermott