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This week we made the case that AI breaks a fundamental economic law: the bigger it gets, the more expensive it is to run, which is the exact opposite of how transformative technologies are supposed to work. The IPO trio of OpenAI, Anthropic, and SpaceX looks less like the next internet and more like the last big exit for early investors before the whole thing deflates. Then we looked at the manufacturing uptick, which sounds like good news until you realize a lot of it may just be companies stockpiling inventory before prices get even worse. Chapters Intro: 00:00:36 Quick Takes: 00:01:34 Max Notes: 00:09:02 Killer Left Take of the Week: 00:18:03 Chart of the Week: 00:19:27 Headlines: 00:21:11 Outro: 00:23:05 Resources CSPAN’s Book TV: Robert Caro Reveals Details of His Final Lyndon Johnson Biography Forbes Breaking News: Bessent Asked If Data Showing Americans Dipping Into Savings To Pay For Gas, Groceries Concerns Him CBS Mornings: Graham Platner’s sexting controversy rocks his campaign New York Times: Platner’s Texts With Women Concerned Campaign as Senate Race Took Off Yahoo! Finance: OpenAI CEO Altman denies company is looking into government bailout More Perfect Union: We Uncovered a Hidden Wealth Transfer in the SpaceX IPO. You’re Holding the Bag. ISM World: ISM® Manufacturing PMI® Report May 2026 Bloomberg: US Manufacturing Activity Expands by Most in Four Years Bloomberg: US Manufacturing Expands Most in Four Years on Stockpiling Rush CNN: Artists are bailing on a Trump-backed concert series for America’s 250th. Now he’s hosting his own ceremony Time: Sam Altman Says AI ‘Jobs Apocalypse’ He Once Predicted Probably Won’t Happen. Bloomberg: Canada Dips Into Technical Recession for First Time Since 2020 UNFTR Resources Watch: On The Record 6/2/26 (When the AI Bubble Will Burst | Ben Shapiro | Graham Platner). Essay: When the AI Bubble Will Pop. Read: The Donroe Doctrine. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.
#stockmarket #finance #investing #marutisuzuki #tatamotors #mahindra #olaelectric #gstcollections #pmi #powerdemand #byd #anthropic #ipo #spacex #businessnewsCatch today's top market updates! Anthropic files for a massive US IPO while SpaceX's mega-IPO nears listing. BYD breaks its longest sales decline streak. In India, May GST collections grow 3.2% to ₹1.94 lakh crore, and Manufacturing PMI hits a 3-month high. Plus, record-breaking May auto sales from Maruti Suzuki, Tata Motors, Mahindra, and Ola Electric!https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start01:23 BYD Snaps Sales Decline03:03 Anthropic Files for U.S. IPO05:35 May GST Collections Rise07:16 Manufacturing PMI Strengthens09:44 Power Consumption Jumps11:03 Tata Motors PV numbers12:07 Maruti Suzuki Breaks Sales Record13:12 Mahindra Auto Sales13:51 Ola Electric Deliveries15:10 Lessons From “The Psychology of Money”
In this exclusive Manufacturing Talk Radio interview, hosts Lewis Weiss and Amy Nicklaus sit down with ISM Manufacturing PMI Chair Susan Spence to discuss the latest ISM Manufacturing Report released June 1, 2026. The group break down the key data points impacting the global supply chain and what the effects of that might mean. To shed light on the report's crucial findings, we speak with Susan Spence, a preeminent authority within manufacturing. Spence is currently serving as ISM Manufacturing PMI Chair and is a winner of the J. Shipman Gold Medal Award. Her distinguished career includes serving as vice president of the Sourcing & Procurement group at FedEx Corp. With 28 years of experience at United Technologies Corporation (UTC) in leadership roles across supply management and operations, Spence offers unparalleled insight into manufacturing trends and economic activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
China's manufacturing sector expanded for the sixth straight month in May, with the RatingDog Manufacturing PMI standing at 51.8. Inflation pressures eased, with input and output price indexes falling, offering some relief after months of rising costs.
China's manufacturing sector has been running in a stable manner over the past month. The purchasing managers' index for the sector in May stood at 50.
Dr. Jeff Ross is the founder of Vailshire Capital Management and a board-certified radiologist who applies clinical pattern recognition to the global macroeconomy.› Jeff on Nostr: npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04lPARTNERS
In this exclusive Manufacturing Talk Radio interview, host Lewis Weiss and Amy Nicklaus sit down with ISM Services PMI Chair Steve Miller to discuss the pivotal April 2026 ISM Services Report the very day it is released, breaking down the key data points impacting the services economy. Miller is currently serving as ISM Services PMI Chair and is an accomplished supply chain management executive. His distinguished career includes 40 years of experience in procurement, supply chain management, IT implementation and operations, and operations management consulting at Disney, P.F. Chang's, Accenture, and Kearney. Miller offers unparalleled insight into services trends and economic activity. p> Expansion Trends: The Services PMI recorded a solid 53.6. While slightly down from the previous month's 54, it marks a period where 14 of 18 services industries are reporting growth—the highest expansion level seen in two years. Inflationary Pressures: A major "danger flag" identified is the Prices Paid Index, which remains high at 70.7. This historically elevated level typically correlates with inflation rates exceeding 5%. Energy and Geopolitics: The team discusses the impact of the Iran war and low oil inventories on petroleum costs, noting that "opportunistic pricing" in gasoline and diesel has been felt almost immediately Sector Performance: While Mining is seeing a high rate of expansion, sectors such as Real Estate, Retail Trade, and Agriculture are currently in contraction territory. The Housing Market: Miller and the hosts dive into the "perfect storm" affecting housing, where high mortgage rates and rising costs for labor and materials (lumber, steel, and copper) are straining the industry. The Latest ISM Reports: Services PMI: https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/april/ Manufacturing PMI: https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/april/ Report Highlights: Learn more about your ad choices. Visit megaphone.fm/adchoices
#stockmarket #finance #investing #tata #godrej #opec #pmi #earnings #businessnews #nifty #sensex #ather #cams #ambuja #directtaxCatch the latest business updates. We cover OPEC+ output hikes amid the Hormuz closure, India's FY26 tax collections missing targets, and April's Manufacturing PMI hitting 44-month high cost pressures. We also dive into Q4 FY26 earnings for Tata Chemicals, Tata Tech, Ambuja Cements, Godrej Properties, CAMS, and Ather Energy, analyzing margin pressures, record sales, and growth trends.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start00:38 US-Iran war update03:05 Rising Crude oil prices05:16 Trump statement on Powell05:52 OPEC+ Output Hike06:48 FY26 Direct Tax Collection07:44 April Manufacturing PMI08:14 LPG Consumption Drops09:21 Tata Chemicals Q4 FY26 Result11:22 Tata Technologies Q4 FY26 Result12:14 Ambuja Cements Q4 FY26 Result13:38 Godrej Properties Q4 FY26 Result14:23 CAMS Q4 FY26 Result15:08 Ather Energy Q4 FY26 Result16:48 Knowledge Section
In this exclusive Manufacturing Talk Radio interview, hosts Lewis Weiss and Amy Nicklaus sit down with ISM Manufacturing PMI Chair Susan Spence to discuss the latest ISM Manufacturing Report, released the same day, and break down the key data points impacting the global supply chain and what the effects of that might mean. To shed light on the report's crucial findings, we speak with Susan Spence, a preeminent authority within manufacturing.Spence is currently serving as ISM Manufacturing PMI Chair and is a winner of the J. Shipman Gold Medal Award. Her distinguished career includes serving as vice president of the Sourcing & Procurement group at FedEx Corp. With 28 years of experience at United Technologies Corporation (UTC) in leadership roles across supply management and operations, Spence offers unparalleled insight into manufacturing trends and economic activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
BUSINESS: Manufacturing PMI hits over 8-year high | Mar. 3, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcher Tune In: https://tmt.ph/tunein #TheManilaTimes #KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.
Beyond the headlines out of Iran and crude oil's volatile upside move, Marley Kayden and Sam Vadas turn to other notable takeaways from Monday's session. Among them: consolidation in Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), along with the morning's manufacturing PMI data. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The “founder dream” breaks a lot of people quietly. And sometimes, the boldest founder move is walking away from that.In this episode of Founder Talk, Alex Sheridan talks with Nate Cheviron, a multi-time founder who built, scaled, shut down, and sold businesses, then chose to return to W-2 employment to get his family and focus back. They get into the real tension founders face: freedom vs responsibility, ambition vs season-of-life, and growth vs simplicity. Founders will take away practical decision-making lessons. You'll hear how Nate handled the mental load of ownership, why he built companies around referrals instead of chasing shiny marketing tactics, and what “exits” actually look like when the paperwork, costs, and identity shifts show up. Key Takeaways00:00:00 Introduction00:05:45 When should a founder quit a W-2 job and go all-in on a business?A: Nate Cheviron explains he went all-in only after proving the side hustle could support his family full-time. Alex Sheridan pulls out the practical reality: timing matters, and the “jump” looks different when your risk is real.00:12:05 How do founder partnerships actually work when everyone wants control?A: Nate Cheviron says partnerships feel like a marriage—but a “highly conditional” one where performance and alignment matter. Alex Sheridan reinforces the point that freedom as a founder still comes with accountability to partners.00:20:50 How do you grow a business using referrals instead of paid lead generation?A: Nate Cheviron breaks down why his teams avoided third-party lead gen and relied on relationships and referrals to drive volume. Alex Sheridan highlights the operating discipline behind it—consistent conversations, not marketing hacks.00:21:47 How do you build a repeatable referral system (not just “hope” for referrals)?A: Founders should have an operating rhythm for referrals because close rates are materially higher when business comes through a trusted introduction.00:42:05 How do you know it's time to step away from entrepreneurship and return to W-2 employment?A: Nate Cheviron describes the moment the mental load, identity conflict, and relationship strain outweighed the upside. Alex Sheridan names the hard part founders feel: admitting the “right move” can be stepping back, not pushing harder.00:44:40 How can founders prioritise family without feeling like they failed?A: Nate Cheviron shares a season-of-life framework anchored in “keep the main thing the main thing.” Alex Sheridan and Nate Cheviron emphasise simplification—choosing the game you actually want to play, before you lose what matters most.00:58:25 Why is US manufacturing growing while hiring is slowing down?A: Nate Cheviron says manufacturing in the US is “popping,” then Alex Sheridan cites the Manufacturing PMI (52.6%) and calls out the tension: new orders and production up, employment contracting. Nate Cheviron connects it to automation and how operations change before headcount follows.Watch the full episode to hear the complete conversation. Subscribe for more authentic founder interviews, founder lessons, and a no-fluff entrepreneur podcast.
Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his thoughts on rotation in the US equity space, consumer strength, and why markets may see some volatility in 2026.
Official data shows that the purchasing managers' index for China's manufacturing sector stood at 50.1 in December, up 0.9 points from the previous month.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureCalifornia is imploding, they want to retroactively tax billionaires, they are becoming desperate. Trump has brought fuel down below $2 in Co. Trump shows the country he has reversed everything that Biden has done. Trump lets the people know that Liberation day is coming, we will be liberated from the [CB]. The [DS] is panicking, Trump is dismantling the drug, human, child trafficking networks. Trump is exposing which countries are involved in manipulating the election. The [DS] is fighting back trying to remove the leaders of the agencies, this will fail. The [DS] will push for riots and war and Trump is already putting things into place to counter all of this. Liberation Day is approaching. Economy https://twitter.com/amuse/status/1995869912196161753?s=20 unveiled a retroactive billionaire tax targeting 2025 residency. The 5% levy applies even if the individual has already relocated, turning “temporary” fiscal policy into a weapon against those who stayed too long. While courts have sometimes upheld narrow retroactive taxes, justices from Scalia to O'Connor have warned against exactly this kind of “bait-and-switch” confiscation. As California's population and revenue base shrink, the state appears willing to gamble on a constitutionally dubious wealth grab to plug the holes. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/_johnnymaga/status/1995607860026507467?s=20 Manufacturing Surveys Show Conflicting Signals: Growth or Contraction? Two closely watched surveys of U.S. manufacturing activity painted sharply divergent pictures in November, with one showing continued expansion and the other reporting accelerating contraction, highlighting deep uncertainty about the sector's health amid ongoing adjustment to the new rules of global trade. The S&P Global U.S. Manufacturing PMI registered 52.2 in November, marking the fourth consecutive month above the 50 threshold that separates expansion from contraction. However, the reading slipped from 52.5 in October. By contrast, the ISM Manufacturing PMI fell to 48.2, down from 48.7 in October and marking the ninth consecutive month of contraction. The divergence places the two surveys on opposite sides of the expansion-contraction divide, an unusual occurrence that suggests significantly different conditions across the manufacturing landscape. https://twitter.com/ShadowofEzra/status/1995904464625000594?s=20 the national debt. He adds that in the future Americans will no longer have to pay income tax at all. https://twitter.com/WatcherGuru/status/1995906384764846376?s=20 Reminder, that the objective of the tariffs is not just using trade to secure peace. It's about freeing the American People from slavery via income tax. That's why Trump called it “Liberation Day” when he implemented the tariff economic plan. The goal is no income tax. Political/Rights https://twitter.com/LiberalsLeaving/status/1995524375534321766?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995524375534321766%7Ctwgr%5E1abd29295b52f4bb4422e1469e33d198815032f8%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fellen-degeneres-planning-crawl-back-united-states-after%2F OUTRAGE: New York Quietly Releases Nearly 7,000 Dangerous Illegal Migrants Including Rapists, Killers, Terrorists, and Repeat Offenders With Zero Notice to ICE U.S. Immigration and Customs Enforcement (ICE) Director Todd Lyons has issued an explosive letter to New York Attorney General Letitia James, demanding immediate action after state and local officials quietly released nearly 7,000 criminal illegal aliens, including rapists, killers, gang members, and repeat violent offenders, without honoring ICE detainers and without a single notification to federal authorities. Since January 20, New York has released 6,947 criminal illegal aliens back onto the streets. These offenders are tied to: 29 homicides 2,509 assaults 199 burglaries 305 robberies 392 dangerous drug offenses 300 weapons offenses 207 sexual predatory offenses Worse, another 7,113 criminal aliens remain in New York custody today, all with active ICE detainers that state officials continue to ignore. These detainees include: 148 charged with homicide 717 charged with assault 134 charged with burglary 106 charged with robbery 235 dangerous drug offenses 152 weapons offenses 260 sexual predatory offenses Source: thegatewaypundit.com https://twitter.com/DataRepublican/status/1995618958586904896?s=20 https://twitter.com/ColonelTowner/status/1995674641591873840?s=20 similar and blind sided the CIA and a few months later another one was exposed that wasn't on the completed list. They're paid out of proprietary companies that no one tracks. https://twitter.com/mattvanswol/status/1995652622112760293?s=20 invaders to slaughter our heroes, suck dry our hard-earned tax dollars, or snatch the benefits owed to AMERICANS. WE DON’T WANT THEM. NOT ONE. https://twitter.com/libsoftiktok/status/1995735514469527661?s=20 DOGE Geopolitical https://twitter.com/JoeLang51440671/status/1995662088337768634?s=20 Delegation of U.S. Representatives From Intelligence Committee Traveled to Honduras to “Observe” Election , a delegation of U.S. Representatives traveled to Honduras to personally “participate in observation” of their elections to “underscore the United States' continued support for transparent, credible, and peaceful democratic processes in the region,” according to a press release from Representative Rick Crawford, the Chairman of the House Permanent Select Committee on Intelligence. https://twitter.com/RepRickCrawford/status/1995625707318509587?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995625707318509587%7Ctwgr%5Ecbef4e85d24884b779ca77c501bc569911e36442%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fdelegation-u-s-representatives-intelligence-committee-traveled-honduras%2F Hemisphere neighborhood rests heavily on our key allies’ ability to instill trust in their commitment to democracy and the administering of free and fair elections. The people of Honduras made it very clear they wanted U.S. eyes on this election, and they showed up in droves at voting locations yesterday to peacefully exercise their right to determine the future of their country. Source: thegatewaypundit.com War/Peace Trump gives Maduro a week to leave Venezuela… and the latter requests a full pardon Trump gives Maduro a week to leave Venezuela… and the latter requests a full pardon Maduro also expressed his willingness to leave his country on the condition that he and his family members receive a full legal pardon that includes lifting all US sanctions and ending the high-profile case he faces before the International Criminal Court. These developments come as Maduro appeared before a crowd near the presidential palace, affirming his “absolute loyalty” to the Venezuelan people, surrounded by senior officials in his government. Source: iraqidinarchat.net Trump's Latin American Allies Against Venezuela alliances are shaping up in the Caribbean, with many countries abandoning Venezuela and supporting the United States. Venezuelan leader Nicolás Maduro is becoming increasingly isolated as regional governments shift away from Chavismo and move closer to Washington. Honduras and St. Vincent and the Grenadines, once reliable partners for Caracas, have both elected new governments that pledged to distance themselves from Maduro. Honduras Argentina, Ecuador, El Salvador, and Bolivia have also deteriorated as those countries shifted to the right. Puerto Rico and the U.S. Virgin Islands, both U.S. territories, have seen a renewed military buildup, with fighter jets and transport aircraft operating from Cold War-era facilities such as Roosevelt Roads and new activity at St. Croix's airport. Grenada is considering a U.S. request to host temporary radar equipment and personnel at Maurice Bishop International Airport. The government is still weighing technical and safety concerns, and the decision is complicated by the 1983 U.S. invasion and the airport's symbolic significance. Colombia remains the strongest partner, working closely with the United States on counter-narcotics, sanctions enforcement, and intelligence sharing, while also coordinating policy on the region's largest population of Venezuelan refugees. Paraguay and Uruguay consistently vote with Washington at the OAS to isolate Maduro and support democratic transition efforts. Ecuador works with the United States on organized crime, Venezuelan gang activity, and sanctions evasion, and has been publicly critical of the regime. Maduro's remaining allies in the region are Cuba and Nicaragua, but neither is positioned to provide meaningful assistance. Cuba publicly supports Venezuela but is facing a severe economic crisis and avoids committing to any response if the United States takes military action source: thegatewaypundit.com https://twitter.com/DC_Draino/status/1995595335771836726?s=20 https://twitter.com/DC_Draino/status/1995682004151783727?s=20 New York Times Catches Washington Post Red-Handed Defaming Pete Hegseth as a ‘War Criminal' Regarding Previous Strike on Narcotrafficking Boats – Reveals Full Story Behind Attack The narrative regarding Secretary of War Pete Hegseth ordering the killing of survivors in a boat attack in the Caribbean has officially been debunked by a highly unlikely source, which revealed the full story behind the attack. Source:thegatewaypundit.com https://twitter.com/SeanParnellUSA/status/1995674824715501844?s=20 https://twitter.com/JDVance/status/1995883027881144762?s=20 countless “anonymous” leaks meant to undermine him and thwart President Trump and other Realists in the Administration. Bogus story after bogus story. It's the same tired playbook. And for their next act? —They want him tried for war crimes. Yep—war crimes. They intend to prosecute another political opponent. They have lost it. Congressional Democrats are fueled by a radicalized Leftist base and are hellbent on power. The rules don't matter to them. At all. Sound familiar? Russiagate, Dem censorship, Covid tyranny, Dem weaponization of DOJ TO MY FELLOW REPUBLICANS: Understand this reality and never bend the knee to this bullshit. Fight back. The liberal media will never love you. If Europe wants a war, we are ready to fight now, says Vladimir Putin Putin Says ‘Ready For War’ Against Europe If Attacks On Russian Tankers, Energy Continue Europe, which has been largely sidelined when it comes to the US peace plan version, Putin is angry. He denounced a recent series of drone strikes on oil and gas tankers carrying Russian energy exports acts of “piracy”. He also on Tuesday made clear that European demands related to Moscow are not at all acceptable, suggesting that they are by intention an effort to prod and anger Russia. He said that “Europe only proposes unacceptable demands,” according to Interfax. “They are on the side of war,” he said of the Europeans. “Russia has no intention of going to war with European countries. But if Europe wants war Russia is ready” – Putin has told journalists before meeting Witkoff and Kushner. https://twitter.com/clashreport/status/1995873487806751007?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995873487806751007%7Ctwgr%5Ebba698f8622537fd3d54c6bdae932a981c0c754e%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fgeopolitical%2Fputin-threatens-ready-war-against-europe-if-attacks-russian-tankers-energy-continue * Source: zerohedge.com https://twitter.com/BRICSinfo/status/1995883653524848869?s=20 Trump's Push to End the Ukraine War Is Sowing Fresh Fear About NATO's Future This week will bring a split screen that will reinforce growing doubts in Europe about the American commitment to the alliance that has served as the bedrock of Western unity since the end of World War II. On one side, White House special envoy Steve Witkoff will be in Moscow for the latest round of peace talks with the Kremlin over the Ukraine war. Witkoff, who has yet to visit Ukraine, is making his sixth trip to Moscow this year. Source: wsj.com Medical/False Flags https://twitter.com/tracybeanz/status/1995856194779402737?s=20 . Why is this? False Alarms: Rethinking Breast Cancer Screening https://twitter.com/disclosetv/status/1995887210965729768?s=20 [DS] Agenda https://twitter.com/SecDuffy/status/1995649610488914054?s=20 fix this or lose $30 million in federal funding https://twitter.com/SecScottBessent/status/1995615377284628908?s=20 @POTUS @realDonaldTrump , we are acting fast to ensure Americans' taxes are not funding acts of global terror. We will share our findings as our investigation continues. “President Trump is Threatening to Kill Me!” – Dem Senator Mark Kelly Goes on Insane Rant During Presser on ‘Pentagon Intimidation' (VIDEO) Democrat Senator Mark Kelly claimed Trump threatened to kill him during a press conference on ‘Pentagon intimidation' on Monday. Mark Kelly is one of the ‘Seditious Six' Democrat lawmakers who urged members of the military to defy Trump's orders. Source: thegatewaypundit.com https://twitter.com/amuse/status/1995606715190890968?s=20 run a foreign influence operation targeting the very government his twin serves in. United24, created by Ukraine's Ministry of Digital Transformation using a USAID-funded infrastructure, appointed Scott Kelly, Senator Mark Kelly’s twin brother, as its ambassador to help raise money for the propaganda outlet. Since then it has raised $2.72 billion, much of it routed quietly via cryptocurrency. United24 produces coordinated messaging marketed as “fact-checking” and “anti-corruption efforts,” but in practice operates as a state propaganda engine shaping US public opinion and Congressional support for Ukraine's war. JUST IN: Schumer Claims Three of His New York Offices Received “MAGA” Bomb Threats (VIDEO) Senate Minority Leader Chuck Schumer on Monday claimed three of his offices received “MAGA” bomb threats. Schumer said he was informed that his offices received the threats from emails with the subject line ‘MAGA' from an email address claiming the ‘2020 election was rigged.' https://twitter.com/tararosenblum/status/1995601284892971273?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995601284892971273%7Ctwgr%5Ec0381dd15615388f5e8a8ba9d4cced6b8217b451%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fschumer-claims-three-his-new-york-offices-received%2F Source: thegatewaypundit.com https://twitter.com/TonySeruga/status/1995838817975370228?s=20 Scott Kelly (Ukrainian President Volodymyr Zelensky appointed Mark Kelly's twin brother, Scott Kelly as an ambassador for Ukraine’s official fundraising platform, UNITED24) to leak ‘stories’ to the media and undermine Secretary Hegseth. https://twitter.com/TonySeruga/status/1995847809627766919?s=20 Nuland, Samantha Power, Lisa Monaco, and Susan Rice. https://twitter.com/TonySeruga/status/1946588339488038984?s=20 minutes to the Obama's War Room residence, sight unseen. President Trump's Plan https://twitter.com/nicksortor/status/1995914978730144246?s=20 and will begin to stop moving federal funds into those states until they comply.” https:/twitter.com/amuse/status/1995847602743439722?s=20 Amuse: LAWFARE: Trump just removed another 8 pro-illegal immigration judges in Manhattan, 90 fired so far as he restores rule of law to the immigration courts. On December 1, the Trump administration dismissed eight immigration judges at 26 Federal Plaza in Manhattan for patterns of excessive asylum approvals, refusal to enforce statutory standards and unmanageable processing delays. This brings Trump's total removals to 90 judges nationwide. The administration says the effort is necessary to dismantle the pipeline of activist judges who reward illegal entry with near-automatic asylum approvals. Conservatives call it long-overdue accountability; opponents concede the judges had serious performance issues. https://twitter.com/DC_Draino/status/1995586287064039445?s=20 witnessing a Judicial Insurrection. BREAKING: DOJ to Hit Comey, Letitia James with New Indictments As Soon as This Week The DOJ is seeking new indictments against James Comey and Letitia James after a Clinton judge dismissed both of their cases last week. A grand jury in the Eastern District of Virginia indicted former FBI Director James Comey in September. He was indicted on two counts – false statements and obstruction of a congressional proceeding. New York Attorney General Letitia James was indicted by a federal grand jury in the Eastern District of Virginia last month. Source: thegatewaypundit.com https://twitter.com/amuse/status/1995886116356968591?s=20 grip on power. Democrats tried to block all three from serving. When that failed, they turned to nonstop “anonymous sources,” fake jacket stories, bogus intelligence leaks, and now a desperate push to prosecute Hegseth for imaginary war crimes. Their radicalized base demands a new Russiagate every month, and congressional Democrats are delivering, rules be damned. This is the same machinery that fueled censorship, Covid authoritarianism, and DOJ abuse. The only response: refuse to bow. https://twitter.com/nicksortor/status/1995623545377096023?s=20 Trump is back to pushing for the Senate to terminate the filibuster. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");
The purchasing managers' index for China's manufacturing sector stands at 49.2 in November, higher than the figure in the previous month.
Stay updated with the latest happenings in the stock market on November 4, 2025.In this video, we cover:Amazon, OpenAI, and Nvidia deal insights India's Russian oil imports update India Manufacturing PMI jumps to 59.2, signaling strong growth Apple's performance gains in India Tata Consumer Products Q2FY26 results breakdown Bharti Airtel Q2FY26 financial highlightsAmbuja Cements Q2FY26 quarterly results GE Vernova Q2FY26 update Titan's Q2FY26 results analysis Plus a surprising market fact at the end!Subscribe and hit the bell icon for daily market news and analysis!#stockmarketnews #indiastockmarket #amazon #openai #nvidia #ManufacturingPMI #tataconsumer #bhartiairtel #ambujacements #GEVernova #titan #q2results #marketupdate #investment #financialnews 00:00 Start00:36 Amazon–OpenAI–Nvidia Deal03:16 India's Russian Oil Imports05:04 India Manufacturing PMI Rises to 59.207:15 Apple Gains in India09:37 Tata Consumer Products (TCPL) Q2FY26 Results10:45 Bharti Airtel Q2FY26 Results12:44 Ambuja Cements Q2FY26 Results14:18 GE Vernova Q2FY26 Results15:44 Titan Q2FY26 Results17:28 Believe it or not!
Susan Spence breaks down the ISM Manufacturing PMI after the October report missed estimates. “We were not surprised” by the number falling, she notes, “We are in contraction in all the subindexes.” She adds that for every positive comment, they have one and a half negative ones, with over 50% of panelists citing tariffs. For a trend reversal, she's watching if New Orders can move upwards for several months.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
APAC stocks traded mostly higher overnight. European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 future up 0.2%.Chinese RatingDog Manufacturing PMI data disappointed amid a sharp decline in export orders.Fed's Waller said he still advocates for the Fed to cut rates in December and said data fog does not tell you to stop.Crude futures gained at the open as participants digested the latest OPEC+ decision to raise output again by a modest 137k bpd in December before pausing for Q1 2026.In FX, DXY is steady, USD/JPY sits above 154 with Japan away from market, EUR/USD remains on a 1.15 handle, AUD marginally outperforms ahead of RBA this week.Looking ahead, highlights include Swiss CPI, EZ, UK & US Final Manufacturing PMI, US ISM Manufacturing PMI, Speakers including Fed's Daly, ECB's Lane & BoC's Macklem, Supply from BoE Gilt Sale (long-term), US Financing Estimates.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Welcome to Daily Stock Market News (October 27, 2025) — your complete wrap of the day's top global and Indian financial updates.In today's episode, we cover crucial geopolitical, macroeconomic, and corporate stories that could impact market sentiment this week. From rising US–Venezuela tensions and fresh tariff hikes on Canada to cooling US inflation and India's robust manufacturing growth, this video gives you all the key developments investors need to know.We'll also break down Q2 FY26 results from major companies like SBI Cards, Dr. Reddy's, Coforge, Zen Technologies, and Kotak Mahindra Bank — analyzing performance trends, growth triggers, and potential risks. Plus, we take a look at Lenskart's mega IPO plans, valued at ₹70,000 crore, and what it means for India's consumer growth story.Watch till the end to understand how global policy moves, interest rate expectations, and earnings data could shape India's equity markets in the days ahead.#stockmarketnews #marketupdate #investing #financenews #stockmarkettoday #usinflation #globalmarkets #indiaeconomy #earningsseason #CorporateResults #ipo #LenskartIPO #sbicards #drreddys #coforge #kotakbank #zentechnologies 00:00 Start00:29 US–Venezuela Tensions02:33 Trump Raises Tariffs on Canadian Goods04:11 US Inflation Eases to 3% in September05:58 India Manufacturing PMI at 58.4 (October)06:51 SBI Cards Q2FY26 Results08:32 Dr. Reddy's Q2FY26 Results09:59 Coforge Q2FY26 Results11:16 Zen Technologies Q2FY26 Results12:25 Kotak Mahindra Bank Q2FY26 Results14:38 Lenskart IPO Plan
Welcome to your Daily Stock Market News for October 3, 2025. In today's session, we track the biggest developments shaping Indian and global markets. From Wall Street movements to India's growth indicators and corporate earnings, here's everything you need to know before making your next trading or investing decision.
Official data shows the purchasing managers' index for China's manufacturing sector stood at 49.8 in September, up 0.4 percentage points from the previous month.
The S&P U.S. Manufacturing PMI report for August showed stronger output, growth driven by higher sales and inventory building, marking the strongest manufacturing expansion since early 2022. Charles speaks with Jack Manley, J.P. Morgan Asset Management Global Marketing Strategist, about the potential impact of this data on the Feds interest rate policy, conflicting GDP figures, and the ongoing resilience and earnings growth of the "Mag-7" stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices
US Treasury Secretary Bessent said he plans to write a brief for the US Solicitor General to file that defends US President Trump's tariffs.European bourses opened mixed but are now mostly lower; US futures also slip, with underperformance in the RTY.GBP and JPY selling helps support DXY into key US data.Political and fiscal turmoil drives yields higher, no move to EZ HICP, USTs await ISM.Crude edges higher despite risk aversion and a firmer dollar, with geopolitics in focus."The Israeli prime minister is holding a meeting to discuss the possibility of full control of the West Bank and measures against the Palestinian Authority", according to Iran International citing i24Looking ahead, US ISM Manufacturing PMI (Aug), Atlanta Fed GDP, Speakers including ECB's Elderson, Muller & Nagel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Official data shows the purchasing managers' index for China's manufacturing sector stood at 49.4 in August, up from 49.3 in the previous month.
BUSINESS: Global manufacturing PMI rises for 2nd month | July 9, 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.
The Institute for Supply Management's (ISM) June Manufacturing PMI report showed a better-than-expected reading of 49.0, but the sector remains in contraction territory for the first time in nearly a decade. ISM's Susan Spence attributes the weakness to ongoing trade policy uncertainty, citing executives expressing concern. Despite a slight uptick in production, she notes that new orders and backlogs continue to contract. Spence emphasizes that companies need clarity around tariffs and trade policy to make informed decisions to invest in their businesses, rather than relying on short-term fixes.======== 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
Mark Vitner and Susan Spence discuss May ISM Manufacturing PMI missing expectations. “It's the lowest level we've seen since the financial crisis,” says Mark, but sees some resilience in manufacturing. “The uncertainty around the tariff whiplash is not good for business,” emphasizes Susan, and it would take months to turn around even if trade issues were resolved tomorrow. “The inventories for customers…is low,” she adds.======== 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
This is a recording of a live webinar recorded on May 23, 2025, starting at around 2 PM Eastern Time USA. Ready to talk about franchising your business or help with your franchise efforts? Book a complimentary consultation with one of our consultants: https://bigskyfranchiseteam.com/consultation-routing/#callSubscribe to our other podcast: Multiply Your Success: https://www.multiplyyoursuccesspodcast.com/ Subscribe to our other podcast: Franchise Your Business: https://open.spotify.com/show/7Ff8rTBR1Oykv4dIOOBdhnLinks from the episode are here: https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/ https://www.ismworld.org/globalassets/pub/research-and-surveys/rob/pmi/t4iff202504pmi.pdfhttps://www.ismworld.org/globalassets/pub/research-and-surveys/rob/nmi/apexrob202504svcs.pdfhttps://www.ismworld.org/globalassets/pub/research-and-surveys/rob/hospital/sprtrob202505hos.pdfhttps://tradingeconomics.com/united-states/unemployment-ratehttps://tradingeconomics.com/united-states/inflation-cpihttps://www.sca.isr.umich.edu/files/chicsr.pdfhttps://www.census.gov/econ/bfs/current/index.htmlhttps://www.uschamber.com/sbindex/summaryhttps://www.vistage.com/vistage-ceo-confidence-index/https://www.guidantfinancial.com/small-business-trends/https://www.linkedin.com/pulse/entrepreneurs-agree-now-much-better-time-startups-than-bkjie/?trackingId=1DQPHtzvzHEEIgElg8OyNw%3D%3DIn our latest Franchise Your Business podcast, we analyze current economic indicators and their impact on franchise development, revealing a stable economy with significant entrepreneurial interest despite mixed signals from manufacturing and consumer sentiment.Per the links provided and data sources cited in the video:• Manufacturing PMI at 48.7%, showing contraction but with improving trend compared to last year• Services PMI at 51.6% and Hospital PMI at 55%, indicating overall economic expansion• Unemployment rate steady at 4.2% with improving labor force participation• Inflation decreased to 2.3%, lowest since February 2021• Nearly 450,000 new businesses formed in April, showing strong entrepreneurial interest• Consumer sentiment dropped sharply, potentially due to recent tariff implemeABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/ or by calling Big Sky Franchise Team at: 855-824-4759. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions. References to external data sources, studies, statistics, or other third-party content are not claimed as our own unless explicitly stated. We do our best to provide proper credit and citation where due. If we unintentionally fail to cite or credit a source, please let us know, and we'll gladly correct it and provide the appropriate acknowledgment."
US equities were lower this week, as stocks ended the week below best levels after the S&P 500 hit fresh record closes this week. This week saw a rotation toward defensives and away from cyclicals and tech. Data this week included February flash Manufacturing PMI ahead of consensus, though flash Services missed and fell into contraction for the first time in just over two years, with the report flagging uncertainty over federal government policies.
BUSINESS: Manufacturing PMI dips as output growth slows | Feb. 4, 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.
BUSINES: Manufacturing PMI hits over 7-year high | Jan. 3, 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.
European bourses give back early morning strength; US futures gain with modest outperformance in the NQ.USD began the session on a weaker footing but is now flat.USTs firmer after China Manufacturing PMI and ahead of their own metricsCrude on a firmer footing while base metals are capped by sub-par Chinese PMIs.Looking ahead, US Jobless Claims, Manufacturing PMI, Refunding Announcement.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Official data shows the purchasing managers' index for China's manufacturing sector came in at 50.3 in November, up from 50.1 in October.
Are current market valuations justified? Live from the Orlando Money Show, Cameron Dawson, CIO of New Edge Wealth, joins Jim Iuorio and Bob Iaccino to discuss various aspects of the financial market, including the impact of disruption on opportunities, the current state of valuations and earnings expectations, the importance of medium-term investing, and strategies for preparing clients for market volatility. They also explore inflation indicators and the Federal Reserve's policy stance, concluding with insights on manufacturing PMI and its implications for earnings growth. They also explore potential bubbles, dollar value, and speculative trends. Looking ahead to 2025, they debate tech's trajectory, sector rotations, and the critical role of staying open-minded amidst a crowded market. Takeaways -The market often creates opportunities through disruption. -Valuations are currently high, and earnings will be key drivers. -Medium-term investing is crucial for both active and long-term investors. -Preparing for volatility is essential for successful investing. -Tech sector remains strong but may face challenges ahead. -Inflation indicators are mixed, and runaway inflation isn't ruled out. -The Fed's policy may not be as restrictive as perceived. -PMIs can provide insights into future earnings growth. -Understanding market dynamics is vital for investment strategies. -Disruption can lead to long-term investment opportunities. Chapters 00:00 Market Dynamics and Disruption 02:02 Valuations and Earnings Expectations 08:00 The Importance of Medium-Term Investing 12:11 Volatility and Client Preparedness 16:01 Sector Rotation and Future Trends 20:02 Inflation and Economic Indicators 22:01 Fed Policy and Economic Outlook 23:51 Manufacturing PMI and Earnings Growth
On Episode 419 of The Core Report, financial journalist Govindraj Ethiraj talks to Vinod Karki, Equity Strategist with ICICI Securities as well as Heena Vazirani, Partner at PwC india. SHOW NOTES (00:00) The Take (03:53) Markets are flat, could they stay here? (06:11) The surprising story behind the record $10 billion worth of stock sold by FIIs in October (15:04) Manufacturing PMI picks up (17:27) Indian companies are not doing enough on data privacy awareness (26:23) The Government approves a Rs 1,000 crore fund for space startups Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
Cooper Howard blames the recent weakness on raised yields brought by the Fed's rate cut in September. Jeffrey Kleintop stacks the U.S. against global markets that also cut rates, using manufacturing PMI to gauge potential surprise from ecodata down the road. They join today's Charles Schwab Big Picture to analyze the correlation between U.S. and worldwide markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Data shows the purchasing managers' index for China's manufacturing sector came in at 49.1 this month.
S&P Futures are higher in the pre-market as markets react to the positive earnings results from META. After the bell today we hear from AAPL, AMZN & INTC. Sentiment is positive as Fed officials appear set to being loosening monetary policy in September. A rate decision from the BOE it due today, Japan's rate increase is strengthening the yen, causing Japanese equities to slide. Jobless Claims & Manufacturing PMI data on tap for release today. In Europe, markets are weaker due to downbeat earnings in the auto sector. Oil continues to gain on the threat of escalating tensions in the Middle East.
Official data shows the purchasing managers' index for China's manufacturing sector came in at 49.5 in June 2024, unchanged from May.
APAC stocks were mixed after the weak performance on Wall St where hot ISM Manufacturing PMI saw markets trim Fed rate cut bets.European equity futures indicate a contained open with the Euro Stoxx 50 future little changed after the cash market closed flat on Thursday.DXY sits on a 105 handle, EUR/USD slipped below 1.08, USD/JPY extended upside and Cable gave back the 1.26 handle.Crude futures remained afloat after recently gaining on the back of US and Chinese PMI data and amid geopolitical tensions.Looking ahead, highlights include EZ and UK final Manufacturing PMI, German regional and national CPI, US Durable Goods, JOLTS Job Openings, ECB Survey of Consumer Expectations, Comments from Fed's Bowman, Williams, Mester & Daly, Supply from Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
China's PMI for the manufacturing sector is back in expansion territory, coming in at 50.8 in March.
APAC stocks were mostly subdued amid a deluge of earnings releases and key data releases at month-end.Alphabet (GOOG) slumped 5.8% after advertising revenue missed, while Microsoft (MSFT) fell by 0.3% after Q3 More Personal Computing was guided below forecasts. Hang Seng and Shanghai Comp underperformed following the latest Chinese PMI data in which Manufacturing PMI remained in contraction territory for a 4th consecutive month.DXY eked slight gains pre-FOMC, USD/JPY was choppy following some hawkish-leaning remarks from the BoJ's SoO. UK Chancellor Hunt has reportedly warned his cabinet that tax cuts in the Spring budget could be smaller than expected, according to The Times.Looking ahead, highlights include, French CPI & German CPI, German Retail Sales &Unemployment, US ADP, Employment Wages, Canadian GDP, Fed & BCB Policy Announcement, Fed Chair Powell's Press Conference, Supply from Germany, US Treasury Refunding Announcement. Earnings from Novo Nordisk, H&M, GSK, Novartis, Santander, Boeing, Boston Scientific, Thermo Fisher Scientific, Mastercard & Phillips 66.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Interview recorded - 30th of October, 2023On this episode of the WTFinance podcast I have the pleasure of welcoming Jeff Snider - One of the foremost experts on the global monetary system and Host of Eurodollar University.During this conversation we spoke about what Jeff is seeing in the economy, what this means for the bond markets, collateral issues, why the recession has not been cancelled but delayed and what is happening in China. I hope you enjoy!0:00 - Introduction1:11 - What is Jeff seeing in markets and the economy?4:13 - What is the short end doing that most aren't considering?5:48 - Supply and demand issue for long bonds?9:13 - What is the short end tell us?11:53 - Why collateral could lead to deflation?16:18 - Increasing yields reduced collateral pool?18:23 - What impact will BoJ policy changes have on collateral?20:53 - Is there the risk that the economy has shifted?24:03 - Manufacturing PMI increasing, Service PMI decreasing?25:48 - Weak employment data coming through?27:59 - What will happen to the economy in the next 6 months?29:53 - Could we have a financial crisis?32:48 - More regional bank risk?36:58 - Can China prevent an economic meltdown?41:02 - One message to takeaway from our conversation?Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc.Jeff Snider - YouTube - @eurodollaruniversity Website - https://www.eurodollar.university/Twitter - https://twitter.com/JeffSnider_AIPWTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas
Official data shows the purchasing managers' index for China's manufacturing sector came in at 50.2 in September, bouncing back to the expansion zone.
Link to slide deck: https://bit.ly/3DtRVwN - Today we wrap up last week's action and note that the market could be in for some consolidation after the recent blistering run higher, with key themes in focus, especially AI after NVDA posted an ugly week and Microsoft backed out all of its share gains from the Copilot AI story last week. It reports tomorrow, as does the luxury giant LVMH after luxury stocks posted an ugly week. Elsewhere, Germany's horrific initial July Manufacturing PMI print of 38.8 begs the question on why the ECB is even hiking this week. We can likely expect even more dovish shift from Lagarde and company as growth woes dominate the focus. A EURUSD reversal risk in in play this week if 1.1000 fails. This and more on today's pod, hosted by John J. Hardy. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo - Intro and outro music by AShamaluevMusic
Futures opened last night about even give or take 20 points, and stayed that way until early morning when we began moving lower and then notably so pointing to a down -150 point open. We opened down about -170 points but were down north of -250 after the first 20 minutes of trading. Around 1145 EST we had slightly better than expected PMI data released and fully recovered the morning losses trading sideways with a small upwards bias the remainder of the trading day. We closed positive on the Dow but slightly negative on both the SP500 and Nasdaq. Dow: +104.41 (+.31%) S&P: -.07% Nasdaq: -.27% 10-Year Treasury Yield: 3.46%, down -5.6bps on the day Top-performing sector: Industrials up +.65% Bottom-performing sector: Communication Services -.69% WTI Crude Oil: $80.16/barrel, down -1.79% Key Economic Point of the Day: A flash read today on US Composite PMI data showed a slight improvement over December, although still handily in contraction territory and the slowest since last October at 46.6 from 45 the month prior. Manufacturing PMI was little changed at 46.8 up from 46.2 with Services PMI at 46.6 from 44.7. Could the data in the chart below pick back up above 50 into positive territory before we end up registering an official recession this year, of course, but that economic margin is about as thin as it gets right now. For what its worth, this PMI data point is what led to markets recovering after the mornings initial sell off and was a ‘less bad' read following December – not so bad that we fear recession is immanent, but cool enough to back the ‘Fed will pause soon' narrative. Interestingly enough, the flash PMI read today from the Eurozone actually showed it barely bump back into expansion territory from 49.3 last month to 50.2, although not sure I would call that robust. Links mentioned in this episode: [TheDCToday.com] https://bahnsen.co/3RbWe5R DividendCafe.com TheBahnsenGroup.com