Podcasts about market outlook

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Latest podcast episodes about market outlook

Topline
E118: Did Windsurf Screw 200+ Employees for $2.4B ft. Carta's Peter Walker

Topline

Play Episode Listen Later Jul 20, 2025 69:30


Windsurf grew fast, hit $82M in ARR, and was nearly acquired by OpenAI for $3 billion—until the deal collapsed. Google stepped in with a $2.4 billion offer, but only for 40 engineers.  In this episode, Sam, Asad, and AJ are joined by Peter Walker, Head of Insights at Carta, to break down what really happened and what this deal signals for the future of startup M&A. They explore how acqui-hires are evolving into talent-first extractions, what founders owe their teams in billion-dollar outcomes, and why equity might not mean what employees think it does. The crew also debates whether enterprise revenue is still reliable in AI startups, how employees can protect themselves in a shifting market, and whether we're already deep in another bubble. Thanks for tuning in! New episodes of Topline drop every Sunday and Thursday. Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Elevate your 2026 strategy and join us from September 23 to 25 in Washington, D.C. Use code TOPLINE for 10% off your GA ticket. Stay ahead with the latest industry developments and emerging go-to-market trends with Topline Newsletter by Asad Zaman. Subscribe today. Tune in to The Revenue Leadership Podcast every Wednesday, where host Kyle Norton talks with real revenue operators and dives deep into what it takes to succeed as a modern revenue leader. You're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast! This episode is sponsored by UserEvidence. Want to know what actually moves the needle on trust? Download The Evidence Gap, a data-backed report on the customer proof that drives real results. Get it now at userevidence.com/evidence. Key chapters: (00:00) - Introduction to Topline Podcast (00:47) - The Windsurf Acquisition and Its Implications (12:39) - The State of Startups and Market Dynamics (23:55) - Employee Impact and Corporate Responsibility (36:08) - The Future of Startup Employment and Negotiation (46:04) - Venture Capital Trends and Market Outlook  

The Options Insider Radio Network
The Futures Rundown 41: Revenge of the Most-Hated Assets

The Options Insider Radio Network

Play Episode Listen Later Jul 17, 2025 48:28


In this episode of The Futures Rundown, Mark Longo and Dan Gramza (Gramza Capital Management) delve into the volatile and sometimes confusing world of futures trading. Key topics include the complexities of the futures markets, with a special spotlight on commodities and cryptocurrencies, such as the performance of Bitcoin and Ethereum. They also discuss the latest movements in key futures like crude oil and agricultural products. Dan provides his insights, highlighting significant market drivers, from geopolitical events to Federal Reserve policies. As always, the show concludes with audience questions, offering practical advice for navigating these unpredictable markets.   01:07 Welcome to The Futures Rundown 02:09 Exploring the Futures Markets with Dan Gramza 03:30 Entering the Trading Pit 09:13 Market Movers: Ups and Downs 15:53 Analyzing Market Volume and Trends 22:57 Crypto Market Surge: ETH's Wild Week 23:19 Washington's Changing Attitude Towards Crypto 24:38 Big Moves in the Crypto Market 26:11 Year-to-Date Losers: A Look at the Red 30:49 Year-to-Date Winners: Metals and More 36:18 Futures Free For All: Listener Q&A 39:45 Crypto Poll and Market Outlook 43:18 Wrapping Up: Resources and New Shows  

Market Pulse: Tom Wald
Transamerica Asset Management, Inc., 2025 Mid-Year Market Outlook (07/25)

Market Pulse: Tom Wald

Play Episode Listen Later Jul 17, 2025 19:54


Markets often seek to climb a “Wall of worry,” and they had plenty of climbing to do in the first half of 2025. Despite tariff uncertainty, continued interest-rate debate, and escalating conflict in the Middle East, the markets performed relatively well in the first half of the year. So what's on tap for the rest of 2025? Look ahead with a new Market Pulse from Transamerica Asset Management, Inc., CIO Tom Wald, CFA®. Hear Tom break down expectations and offer his year-end forecasts for stocks, fixed income, the U.S. economy, international opportunities, and much more. Get insight and analysis to help pursue your investing goals for the remainder of the year and beyond. 4644906  07/25

Bob Sirott
Associated Bank Market Outlook: 7/17/25

Bob Sirott

Play Episode Listen Later Jul 17, 2025


On July 17th, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 7/16/25

Bob Sirott

Play Episode Listen Later Jul 16, 2025


On July 16th, 2025, Steve Grzanich shares today's potential market drivers:

Fidelity Viewpoints: Market Sense
07.15.25 - Q3 Stock Market Outlook: All-time highs?

Fidelity Viewpoints: Market Sense

Play Episode Listen Later Jul 16, 2025 25:57


Policy uncertainty and geopolitical events led to market volatility and even a "bear market scare" in Q2, but by the end of the quarter, stocks were back to all-time highs. On this episode of Market Sense, our Fidelity thought leaders give us their perspective on what took place last quarter, and they discuss the potential risks and opportunities for the next quarter. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay

Farm City Newsday by AgNet West
Hay Market Outlook, Forest Policy Shift, and Immigration Concerns Dominate AgNet News Hour

Farm City Newsday by AgNet West

Play Episode Listen Later Jul 15, 2025 48:04


In today's episode of the AgNet News Hour, hosts Nick Papagni and Josh McGill delivered a powerful and wide-ranging program that covered urgent issues impacting California agriculture. The show kicked off with a look at the extreme summer heat and the high-quality produce it's bringing in — from juicy watermelons and cantaloupes to booming table grapes and strawberries. “Summertime is here, and the crops are on fire — in a good way,” said Papagni. The conversation quickly turned to wildfire preparedness and the new federal stance on forest management. Agriculture Secretary Brooke Rollins testified that the USDA is elevating the national fire preparedness level and removing regulatory hurdles like the roadless rule, which has long restricted forest service access. McGill noted that California media is pushing back on the changes, but he emphasized that new fire roads could provide vital fire breaks and improve emergency response. The show's central feature was an in-depth interview with Nick Foglio of Foglio Commodities, offering an unfiltered look at the state of the hay and alfalfa markets. Foglio painted a sobering picture: freight costs are rising, dairy operations are increasingly relying on canola and silage instead of local hay, and long-term prospects for Central Valley alfalfa are grim. “Alfalfa in the Central Valley is going bye-bye soon,” Papagni declared, highlighting a potential shift to out-of-state sourcing. The episode also tackled the sensitive issue of immigration, centered on a cannabis farm in Camarillo found employing over 360 undocumented immigrants, including minors. Papagni and McGill criticized state leaders for politicizing immigration enforcement while failing to address exploitation. “This isn't just a political issue—it's a humanitarian one,” McGill said. The team concluded with a preview of part two of the Foglio interview airing tomorrow, promising even more insights into the future of ag markets, water scarcity, and regulatory hurdles. As always, listeners are encouraged to email story ideas to nick@agnetmedia.com and subscribe to the AgNet West podcast for the full interviews.

Bob Sirott
Associated Bank Market Outlook: 7/15/25

Bob Sirott

Play Episode Listen Later Jul 15, 2025


On July 15th, 2025, Steve Grzanich shares today's potential market drivers:

Secure Your Retirement
Mid - Year Economic Update

Secure Your Retirement

Play Episode Listen Later Jul 14, 2025 32:13


In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the current state of the 2025 economy with returning guest and economist Tom Siomades. Together, they examine the volatility of the first half of the year and the macroeconomic shifts influencing retirement portfolios. From policy shifts to global uncertainty, this episode offers a comprehensive mid-year economic update designed to help listeners plan for retirement amid ongoing changes. Listen in to learn about the Market Outlook 2025, including how tariffs, interest rates, and the “Big Beautiful Bill” are shaping economic trends. Tom shares insight on how the Federal Reserve may act, what to expect from financial market volatility, and the overall impact of global policies. Whether you're watching the Federal Reserve update or simply seeking stability in your portfolio, this discussion will help you make informed decisions as you secure your retirement. In this episode, find out: What's driving the volatility in the US economy 2025. Why the “Big Beautiful Bill” matters and how its passage (or failure) could reshape policy. The likely direction of interest rates and how it could impact retirees. How tariffs are affecting the markets and the economy globally. Strategies to stay calm and focused through financial market volatility. Tweetable Quotes: “Volatility won't vanish—it's how you respond that determines your financial peace of mind.” – Radon Stancil “Don't let the day-to-day headlines derail your plan. Secure your retirement starts with clarity, not chaos.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

Bob Sirott
Associated Bank Market Outlook: 7/14/25

Bob Sirott

Play Episode Listen Later Jul 14, 2025


On July 14th, 2025, Steve Grzanich shares today's potential market drivers:

Make It Rain
2425: 7/14 Hour 2: MLB Futures Market Outlook, NBA Offseason Breakdown, & More

Make It Rain

Play Episode Listen Later Jul 14, 2025 45:30


Ben and Donnie open the second hour breaking down the futures markets in the MLB ahead of the All-Star Break! They are then joined by special guest James Young to break down the latest from the NBA offseason.

The Ag View Pitch
#688 - ""Strong Crop, Weak Market" – Weekly Market Outlook: July 14–18

The Ag View Pitch

Play Episode Listen Later Jul 13, 2025 39:47


19 Minutes PodcastThis week on the AgView Pitch, Chris and Jeff Fichtelman dig into the frustrating disconnect between strong crop conditions and disappointing market prices. With near-ideal weather across much of the Corn Belt, crop potential is sky-high — but farmer selling, fund pressure, and export uncertainty continue to weigh on futures. They discuss why fundamentals aren't driving prices, how undersold producers could limit rallies, and what to consider when making sales ahead of harvest. Topics include crop insurance strategy, cash flow planning, basis negotiation tips, and long-term survival strategies in a tightening ag economy

Fiduciary Insights
2025 Q3 Market Outlook: Global Tailwinds in a World of Trade Tensions and Policy Change

Fiduciary Insights

Play Episode Listen Later Jul 11, 2025 24:08


Markets experienced volatility during the first half of the year, but the quarter closed with solid gains across major asset classes. In our latest Market Outlook podcast, we explore the key drivers influencing the economy and markets, as well as the opportunities and risks we anticipate for investors.  Recorded on July 9, 2025.

Bob Sirott
Associated Bank Market Outlook: 7/11/25

Bob Sirott

Play Episode Listen Later Jul 11, 2025


On July 11th, 2025, Steve Grzanich shares today's potential market drivers:

Market Maker
Nvidia's $4 Trillion Milestone, Trump's Copper Tariff Shock & Goldman's Bullish View

Market Maker

Play Episode Listen Later Jul 10, 2025 42:00


Markets extended their stunning 2025 rebound, with the S&P 500 logging one of the fastest recoveries from a bear market on record. Anthony and Piers unpack Goldman's bullish upgrade spree and how Nvidia's $4 trillion surge is fueling the rally.They dissect Trump's copper tariff shock, the market's technical whiplash, and what it reveals about U.S. supply chain fragility. Plus, the “Big Beautiful Bill” signed on July 4th quietly eliminated a top 2025 risk while cutting taxes and scrapping green subsidies.Also on the docket: Apple's AI lag, UK gilt drama, and why big money like BlackRock is buying the dip. From CDS mechanics to market psychology, the episode maps the key drivers behind the summer surge.(00:00) Intro & Key Themes in Focus(02:21) Market Outlook and Stock Predictions(08:51) The Rise of Nvidia and Big Tech(13:53) Trump's Tariffs and Copper Market Dynamics(22:56) The Big Beautiful Bill and Debt Ceiling Updates(26:07) Understanding Credit Default Swaps (CDS)(31:52) UK Gilt Yields and Market Reactions

Bob Sirott
Associated Bank Market Outlook: 7/10/25

Bob Sirott

Play Episode Listen Later Jul 10, 2025


On July 10th, 2025, Steve Grzanich shares today's potential market drivers:

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Midyear Market Outlook '25 (Ep. 143)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Jul 9, 2025 51:14


In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, provide a midyear market review and outlook for 2025. Reflecting on major surprises in the first half of the year, including unexpected tariff announcements and subsequent reversals, they analyze market performance in the first half of the year against historical trends. The discussion highlights market resilience, key economic indicators, historical market trends, and strategic insights into navigating the second half of 2025 effectively.Key TakeawaysUnexpected Tariff Volatility The Liberation Day announcement by President Trump of extremely high tariffs surprised markets significantly. Equally surprising was how rapidly these tariffs were paused, causing abrupt swings in market sentiment.Investor Sentiment Shifts Many investors who were initially bearish following the tariff announcements underestimated the market's capacity to rebound strongly, emphasizing the importance of managing emotional biases and market timing.Market Resilience and Momentum Despite early setbacks, the markets showed resilience, demonstrating strong recovery patterns consistent with historical trends.Bull Still Charging The average bull market lasts about five years, but the current on we're in hasn't lasted even three yet—something to keep in mind next time the market experiences a setback.Fed Stays on Pause Market volatility kept the Fed on the sidelines in the first half of 2025, but we may see rate cuts by the fall if the markets stay on track.A Big Beautiful Boost Thought the recently passed Big Beautiful Bill will likely add to the deficit in the coming years, it could also provide a boon to the markets in the back half of the year.Strategic Insights for Second Half 2025 Historical market trends indicate a potentially strong performance for the latter half of 2025. Investors are advised to focus on long-term strategies and diversification, and remain cautious of headline-driven market reactions.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #MidyearOutlook2025 #MarketVolatility #Tariffs #InvestorSentiment #EconomicTrends #MarketForecast #HistoricalPatterns #InvestmentStrategy #StockMarketInsights #RyanDetrick #SonuVarghese #CarsonGroup #MarketRecovery

Bob Sirott
Associated Bank Market Outlook: 7/9/25

Bob Sirott

Play Episode Listen Later Jul 9, 2025


On July 9th, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 7/8/25

Bob Sirott

Play Episode Listen Later Jul 8, 2025


On July 8th, 2025, Steve Grzanich shares today's potential market drivers:

Advisor's Market360™
2025 Midyear Market Outlook

Advisor's Market360™

Play Episode Listen Later Jul 7, 2025 25:14


Will market volatility persist through the rest of 2025? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Bob Sirott
Associated Bank Market Outlook: 7/7/25

Bob Sirott

Play Episode Listen Later Jul 7, 2025


On July 7th, 2025, Steve Grzanich shares today's potential market drivers:

The Ag View Pitch
#684 - "History Rhymes" - Weekly Market Outlook: July 7th - 11th

The Ag View Pitch

Play Episode Listen Later Jul 6, 2025 31:28


Duane Lowry and Shay discuss history (2019 and 1980's), interest rates forcing cash sales, and weather outlook in the week ahead. 

Thoughtful Money with Adam Taggart
Jan van Eck: Q3 Macro & Market Outlook

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jul 4, 2025 72:09


As he now does at the start of each quarter, Jan van Eck returned for a livestream this monring to share with us his macro & market outlook for Q3 2025.Deficits, tariffs, interest rates, bond yields, artificial intelligence, international equities, gold, Bitcoin....what lies in store ahead?Jan is CEO of VanEck, a highly-respected investment company with $116.3 billion in assets under management that offers a range of vehicles including exchange-traded funds (ETFs), mutual funds, institutional funds, separately managed accounts, model delivery SMAs/model portfolios, and UCITS funds and ETFs.#stocks #goldprice #bitcoinprice __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Bob Sirott
Associated Bank Market Outlook: 7/3/25

Bob Sirott

Play Episode Listen Later Jul 3, 2025


On July 3rd, 2025, Don Kleppin, in for Steve Grzanich, shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 7/2/25

Bob Sirott

Play Episode Listen Later Jul 2, 2025


On July 2nd, 2025, Dave Schwan, in for Steve Grzanich, shares today's potential market drivers:

The Dirt: an eKonomics podKast
Navigating Global Impacts on Fertilizer Supply

The Dirt: an eKonomics podKast

Play Episode Listen Later Jul 1, 2025 20:17


How are ongoing conflicts reshaping fertilizer and energy markets around the world?   Find out with Mike Howell and Nutrien Senior Manager of Market Research, Mark Tully. Explore how energy prices and fertilizer supplies have changed as a result of ongoing conflict in the Middle East - one of the most important regions in fertilizer production.   From losing half a million tons of prompt fertilizer supply to the closure of major production facilities, we uncover it all.   Take a closer look at both immediate and long-term impacts for producers and importers, including changing urea prices and nitrogen supplies, and how the potential closure of the Strait of Hormuz could impact global availability.   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

Bob Sirott
Associated Bank Market Outlook: 7/1/25

Bob Sirott

Play Episode Listen Later Jul 1, 2025


On July 1st, 2025, Steve Grzanich shares today's potential market drivers:

Field Posts
Episode 249: Cattle Market Outlook for What's Left of 2025

Field Posts

Play Episode Listen Later Jul 1, 2025 34:35


An unprecedented era in U.S. cattle markets continues as what was supposed to be a hot and dry summer looks wetter and more temperate than anyone expected. In light of that, the idea of record cattle prices is increasingly becoming standard fare, as market fundamentals like herd size remain at historic levels. DTN's recent Ag Summit Series event on the Future of the Cowherd dug into the weather, the economics, the latest news, and the market reactions to current conditions, and today on the podcast we're sharing highlights of the event from DTN Livestock Analyst ShayLe Stewart's markets outlook. ShayLe covers a lot of ground today, including taking a deeper look at the current slaughter pace, how it relates to margins for packers, and where the interplay between herd size and carcass weights fits in. She also brings us up-to-date on the latest trade news affecting beef, from declining exports to China in April to the impacts of limited imports of live cattle from Mexico. Then she'll dive into the fed cattle and feeder cattle complex, identifying both bearish and bullish factors that are likely to be at play in the weeks and months ahead. 

Inspector Toolbelt Talk
Q3 2025 Home Inspection Market Outlook

Inspector Toolbelt Talk

Play Episode Listen Later Jun 30, 2025 42:23 Transcription Available


The housing market has finally reached a pivotal turning point. After years of frenzied buying, skipped inspections, and astronomical prices, we're witnessing a much-needed stabilization that brings good news for both homebuyers and inspection professionals.Our latest market analysis reveals that 44% of current listings have sat for over 60 days—representing a staggering $700 billion in inventory. This extended time on market means sellers are becoming realistic about pricing, with the average sale price now falling below asking. The days of waived inspections and desperate bidding wars appear to be fading into memory.Florida continues to function as our market crystal ball. Areas like Orlando, Tampa, and Cape Coral that saw appreciation rates 11% above the national average are now cooling significantly. What happens in the Sunshine State typically rolls across the country within six months, signaling better days ahead for inspection businesses nationwide as buyers regain negotiating power.Meanwhile, the home inspection industry faces a technological revolution as AI reshapes our profession. While some fear these changes, we see opportunity for those willing to adapt. The most successful inspectors will embrace AI tools to enhance efficiency while maintaining the irreplaceable human expertise that clients trust. Those clinging to outdated methods—like handwritten reports—may find themselves increasingly marginalized as the industry evolves.Construction trends show interesting patterns with high-density luxury apartments dominating many areas rather than single-family homes. And contrary to predictions, the "gray wave" of Baby Boomers selling their homes hasn't materialized, with most choosing to age in place. Interestingly, Gen Z shows remarkable enthusiasm for homeownership despite market challenges, potentially driving future transaction volumes.The worst appears behind us. The mass exodus of inspectors has largely stopped, and even newer professionals are finding their footing. For established inspection businesses willing to embrace change while maintaining quality, the future looks increasingly bright. Are you positioning yourself to thrive in this evolving landscape?Check out our home inspection app at www.inspectortoolbelt.comNeed a home inspection website? See samples of our website at www.inspectortoolbelt.com/home-inspection-websites*The views and opinions expressed in this podcast, and the guests on it, do not necessarily reflect the views and opinions of Inspector Toolbelt and its associates.

Market Matters
Uncertainty reigns: The market outlook at mid-year

Market Matters

Play Episode Listen Later Jun 30, 2025 46:40


Will uncertainty continue to shape business cycle dynamics? How might trade tensions, fiscal policy and geopolitical risks play out? And will there be lasting damage to markets and the economy? Join J.P. Morgan Research analysts as they explore the outlook for the second half of 2025.    In this episode, we hear from:  Bruce Kasman, chief global economist Bhupinder Singh, U.S. equity strategist and head of Thematic Research Jay Barry, head of Global Rates Strategy Meera Chandan, co-head of Global FX Strategy Natasha Kaneva, global head of Commodities Research Stephen Dulake, co-head of Fundamental Research Jonathan Goulden, head of EM Fixed Income Strategy Fabio Bassi, head of Cross-Asset Strategy This episode was recorded between June 23 and June 26, 2024.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.  Copyright 2025, JPMorganChase & Co. All rights reserved. 

Bob Sirott
Associated Bank Market Outlook: 6/30/25

Bob Sirott

Play Episode Listen Later Jun 30, 2025


On June 30th, 2025, Steve Grzanich shares today's potential market drivers:

The Ag View Pitch
#681 - June Report, Energy, and 'Cool July makes Yields High' - Weekly Market Outlook: June 30th - Jul 4th

The Ag View Pitch

Play Episode Listen Later Jun 29, 2025 24:29


Shay and Joe Vac- I mean Ryan Moe! discuss the tail end of June's implications on the crop ahead. (Ryan filled in for Joe this week). Weather in July, Chinese trade deal, and Iranian implications for worldwide energy make this outlook one worth listening to.

The W.I.P.
Q2 Market Outlook

The W.I.P.

Play Episode Listen Later Jun 27, 2025 25:16


This week we drop a quarterly market outlook. Our guest, Mario Bernardi, is currently an investment advisor who works with individuals, institutions, businesses, and not for profits. We discuss Q2 talking points such as volatility, the 10 Year Treasury, and domestic vs. international investing. Later on, we talk through how portfolio construction can mitigate risk.

Bob Sirott
Associated Bank Market Outlook: 6/27/25

Bob Sirott

Play Episode Listen Later Jun 27, 2025


On June 27th, 2025, Steve Grzanich shares today's potential market drivers:

Investments Unplugged
Episode 108: Half-year outlook—all eyes on the second half of 2025

Investments Unplugged

Play Episode Listen Later Jun 26, 2025 33:42


Warmer days are on the horizon, and while many of us are planning our next vacation spots, others are looking back at the half year and recalibrating their portfolios for what lies ahead. What happened to markets in the first half of the year? What can we expect as we move into the year's final stretch? Tune in to our new podcast episode as our Co-Chief Investment Strategists Kevin Headland and Macan Nia discuss the opportunities and risks affecting the global economy, including U.S. tariff policy, decelerations in global manufacturing, and the role of corporate earnings as a potential driver of market performance. Will the chaos and unpredictability witnessed during the first six months of 2025 prevail in the months ahead? Listen in to our episode for all this and more. Intended for Investment Professionals, investors should connect with their financial advisor for more information

Bob Sirott
Associated Bank Market Outlook: 6/26/25

Bob Sirott

Play Episode Listen Later Jun 26, 2025


On June 26th, 2025, Steve Grzanich shares today's potential market drivers:

Onyx and the World of Oil Derivatives
Trading Corner | Crude Oil Chaos, Brent Structure, and Summer Market Outlook

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jun 26, 2025 18:28


Trading Corner | Crude Oil Chaos, Brent Structure, and Summer Market OutlookWelcome back to Trading Corner! In this episode, Manny and James dive into one of the most volatile two-week stretches in recent crude oil markets. From surprise short-covering rallies to aggressive sell-offs, they unpack the psychology and positioning behind the recent price swings — and what they reveal about market sentiment. Topics covered:The dramatic market reaction around Friday the 13thCrude oil structure analysis: flatprice, spreads, and contangoGeopolitical risk: Iran & the Strait of Hormuz threatCTA flows and positioning trendsBrent vs. WTI dynamics and TI-Brent outlookRefinery margins and crack spread behaviourDistillate vs. gasoline: “Widowmaker” tradesDeferred contracts and structural shorts With deep insights from live desk experience, this episode covers both macro and micro market forces, real-time trader psychology, and how institutions are positioning into the summer months. Trade Ideas Discussed: Short Sep/Oct v Oct/Nov Brent  Short Dec/Jun/Dec Brent  Short WTI-BrentLong Dec 26 EBOB #CrudeOil #Brent #OilTrading #CommodityMarkets #RefineryMargins #TradingStrategy #EnergyMarkets #CTA #Geopolitics #StraitsOfHormuz #TradingCorner CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money. 

Bob Sirott
Associated Bank Market Outlook: 6/25/25

Bob Sirott

Play Episode Listen Later Jun 25, 2025


On June 25th, 2025, Steve Grzanich shares today's potential market drivers:

The Jon Sanchez Show
06/24- Chairman Powell's housing market outlook

The Jon Sanchez Show

Play Episode Listen Later Jun 24, 2025 35:42


When it comes to housing, Fed Chair Jerome Powell says "restoring price stability" is the best thing we can do to help that market. What does that mean, and how would that work? Coming up on the Jon Sanchez Show today at 3pm, we'll talk about what Chairman Powell had to say on the housing market and the prospects for a rate cut. Spoiler alert, he says maybe we'll cut in July! All that and more today at 3.

Bob Sirott
Associated Bank Market Outlook: 6/24/25

Bob Sirott

Play Episode Listen Later Jun 24, 2025


On June 24th, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 6/23/25

Bob Sirott

Play Episode Listen Later Jun 23, 2025


On June 23rd, 2025, Steve Grzanich shares today's potential market drivers:

The Ag View Pitch
#679 - "Update your cost of production!" - Weekly Market Outlook: Jun 23rd - 27th

The Ag View Pitch

Play Episode Listen Later Jun 22, 2025 18:13


Shay and Joe talk about impacts at the end of June, updating your cost of production numbers, and some thoughts around having target orders in for 2025 and 2026. Be sure to get your profit manager's updated for June, and give us a call with any questions.

Bob Sirott
Associated Bank Market Outlook: 6/20/25

Bob Sirott

Play Episode Listen Later Jun 20, 2025


On June 20th, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 6/19/25

Bob Sirott

Play Episode Listen Later Jun 19, 2025


On June 19th, 2025, Steve Grzanich shares today's potential market drivers:

InvestTalk
Mid-Year Stock Market Outlook

InvestTalk

Play Episode Listen Later Jun 18, 2025 46:16


Amid heightened volatility from tariffs, labor market shifts, and fiscal policy changes, investors who want to manage economic challenges are encouraged to focus on diversification and adaptability. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, AZO - AutoZone Inc., Mid-Year Stock Market Outlook, NANC - Unusual Whales Subversive Democratic Trading ETF, GOP - Unusual Whales Subversive Republican Trading ETF, PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, The Fed and Interest Rates, VST - Vistra Corp., XLU - Utilities Select Sector SPDR ETF, Ocean Shipping Rates.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

TD Ameritrade Network
Rangebound, Underpricing Risk: 2025 Market Outlook

TD Ameritrade Network

Play Episode Listen Later Jun 17, 2025 8:00


Carin Pai joins Diane King Hall at the NYSE set to preview this week's FOMC meeting. She believes the central bankers will continue to take a "wait and see" approach citing resilient economic data. On the equity front, Carin believes valuations are at the top end of the range and could keep markets rangebound for the remainder of 2025. She cautions that markets could be susceptible to surprises, and doesn't believe markets will go much higher from here.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Jannarone: IPO Market Outlook, "A lot Going on in Crypto World"

TD Ameritrade Network

Play Episode Listen Later Jun 16, 2025 7:01


John Jannarone joins Diane King Hall to discuss the state of the U.S. IPO market. While he thinks Healthcare and Biotech companies will likely be among the bigger names to go to market, he points to increased activity from Crypto and A.I. companies. Citing a recent banker's meeting, he reveals "the real action is probably in 2026" even following notable IPO's from CoreWeave (CRWV) and Circle (CRCL).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Ag View Pitch
#678 - "Post WASDE thoughts" - Weekly Market Outlook: June 16th - 20th

The Ag View Pitch

Play Episode Listen Later Jun 15, 2025 39:14


Jeremy Doetch and Greg McBride - Director or Trading with Allendale, Inc discuss the recent WASDE report and analyzed current market trends, noting that corn was undervalued while soybeans and wheat faced various challenges due to geopolitical tensions and weather conditions.

Beyond Markets
Market Outlook Mid-Year 2025 – Investing in a multipolar world

Beyond Markets

Play Episode Listen Later Jun 12, 2025 27:21


The first half of the year has provided investors with ample food for thought, but what's next and how should investors be positioned for the second half of the year? In this episode of the Beyond Markets podcast, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, discuss with Helen Freer the impact of the US administration on the global economy, the importance of adopting a global investment approach, and the current opportunities, particularly in the equities and fixed income space.(00:33) - Introduction (00:53) - US policies and what it means for the global economy (03:33) - Risk of a recession (05:03) - Expectations for the US Federal Reserve (06:31) - Investing in equities - diversify (07:44) - Why focus on mid-caps? (10:01) - Opportunities in India and China (11:28) - Why do we like Japan? (12:32) - The importance of stock-picking in the current environment (14:40) - Should gold form part of an investor's allocation? (15:47) - Where does the US dollar go from here? (17:04) - Is the Swiss franc the ultimate safe-haven currency? (17:44) - What does the global trade policy uncertainty mean for credit spreads? (18:55) - Opportunities in the fixed income space (19:44) - What do we prefer in terms of duration? (20:29) - Opportunities in Euro bonds (20:52) - What's in store for emerging market debt? (21:34) - Next Generation: a barbell strategy with Extended Longevity and Future of Finance (23:41) - Next Generation: Future Cities (24:15) - Summary (25:29) - Conclusion 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.

Westside Investors Network
170. Aligning Investment Strategy with Life Goals with Jorge Vazquez

Westside Investors Network

Play Episode Listen Later Jun 11, 2025 35:04 Transcription Available


Check the episode transcript hereABOUT JORGE VAZQUEZJorge Vazquez is the CEO and co-founder of Graystone Investment Group, bringing over 20 years of experience in the real estate industry. With more than 3,500 transactions to his credit, Jorge's expertise and dedication have been recognized in Forbes, and he led Graystone to win the prestigious Best of Florida Award in 2023. Throughout his career, Jorge has engaged in every type of real estate transaction imaginable, including “Subject to,” “house hacking,” “non-performing notes,” “corporate rentals,” Airbnb, wraparound mortgages, private notes, short sales, REOs, and more. His journey in real estate began as a licensed financial advisor, where his clients' interest in real estate investments inspired him to transition full-time into the industry. When asked what is most gratifying, Jorge loves it when a client tells him, “Jorge, I retired because of you” or, “I was able to put my kids through college because of you.”   THIS TOPIC IN A NUTSHELL: Jorge's journey in real estate Aligning Investment Strategy with Life GoalsReal Estate as a Retirement AlternativeShort-term vs Long-term rentalsOwning a property vs becoming a private lenderSingle-family homes vs. multifamily Market Outlook & Florida-Specific InsightInsights on Interest rates and inventoryManaging Risk & GrowthProperty tax assessments and Insurance tipsTargeting Properties with Forced Equity Connect with Jorge   KEY QUOTE: “Your investment doesn't have to be your favorite street. It has to make money.”   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #FinancialFreedom #RentalPortfolio #HouseHacking #BuyAndHold #EquityBuilding #PassiveIncome #LongTermWealth #DiversifyWithRealEstate #RealEstateGoals #InvestmentStrategy #RealEstateAdvisor #LegacyWealth #RiskManagement #PrivateLending #ShortTermRentals #LongTermRentals #RealEstateEmpire #SmartInvesting #FloridaInvesting #TampaRealEstate #WealthStrategy #CashFlowProperties #RealEstateTips #RealEstateMentorship #AssetBuilding #HighEquityDeals #RetirementPlanning #WealthMindset #RealEstateWisdom CONNECT WITH JORGE:Email: jorge@graystoneig.comWebsite: https://graystoneig.comLinkedIn: https://www.linkedin.com/in/jorgevazquezjr CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork