Podcasts about market recap

Peter Schiff discusses recent financial market turmoil, significant growth in precious metals, and critiques Trump's policies and actions.This episode is sponsored by Square. Get up to $200 off Square hardware when you sign up at https://square.com/go/peterIn the latest episode of The Peter Schiff Show, host Peter Schiff provides an in-depth analysis of the recent turbulence in financial markets. Schiff discusses the significant rise in gold prices, which closed at its highest weekly price ever, while other precious metals like silver and platinum also saw a notable increase. He highlights the decline of the US dollar and reveals the consequences of tariff policies, emphasizing the need for listeners to consider precious metals and foreign equities as a hedge against impending economic challenges. Schiff also examines the Fitch downgrade of US government credit, linking it to unsustainable fiscal policies under both Trump and Biden administrations. Additionally, he scrutinizes the political and economic conflicts surrounding tariffs, privatization of Fannie Mae and Freddie Mac, and personal financial gains made by Trump during his presidency. Listeners are encouraged to stay in tune for more insights and remain proactive in safeguarding their financial portfolios.

Markets showed their exhaustion this week. How so and why? TUNE IN TO FIND OUT!

Major US equity indices were lower this week, trimming the prior week's notable gains; the Russell dropped after six straight weekly gains. Trade was not a big factor earlier in the week, though there seemed to be some waning of the optimism that followed the US-China de-escalation after the Geneva talks. However, trade stormed back into the narrative on Friday morning, with Trump posting that discussions with the EU were going nowhere and the bloc would see a 50% general tariff starting 1-Jun.

US equities ended higher in Thursday trading, just off their best levels. The bond yield backup, and meaningful yield curve steepening across markets, has been the big story as of late, with multiple and often intertwined drivers behind the move. In company news, earnings remain in focus with AAP and URBN driving large moves following their results.

US equities were lower in Wednesday afternoon trading, as stocks ended just off worst levels, with the Dow Jones, S&P500, and Nasdaq finishing down 197bps, 168bps, and 139bps respectively. Today's $16B auction of 20-year notes tailed by 1.2bps, with bond yields rising, curve bear steepening, pressuring equities in the afternoon. Mixed retailer earnings, mostly upbeat AI headlines, among corporate news items, while budget reconciliation bill remains stalled and Israeli, Iranian geopolitical tensions in focus.

US equities were mostly lower in quiet, rangebound Tuesday trading. Fiscal policy in the headlines with Trump pressuring both House Republican fiscal hawks and SALT-focused members to get on board with the reconciliation bill. Retail in focus when it comes to corporate news.

US equities were mostly higher in Monday trading. Stocks shook off earlier weakness that was initially driven by Moody's cutting US credit rating from Aaa to Aa1 on Friday. Nothing on the US economic calendar today, but a lot of Fedspeak.

Markets were jumping hurdles like Edwin Moses this week! How so? TUNE IN TO FIND OUT!

US equities were higher this week as the S&P 500 and Nasdaq both finished up for a third week in the past four. Stocks rallied this week, with the Monday announcement that the US and China would ease trade tensions the biggest catalyst. Data this week included April core CPI and PPI both coming in cooler than expected.

US equities finished mostly higher in Thursday trading, ending a bit off best levels. There were a myriad moving pieces today, including outperformance of defensive leaning sectors that seemed to be sources of funds earlier in the week. And some mixed takeaways from a big morning of economic data

US equities finished mixed in Wednesday trading, with the Dow Jones closing down 21bps, and the S&P500 and Nasdaq finishing up 10bps and 72bps respectively. Fairly directionless trading in today's session, with nothing particularly incremental on trade, though the White House hinted another deal could be announced when Trump returns from his overseas trip, while media reports said Japan, South Korea deals are close. Fed's Jefferson noted tariffs could slow growth and boost inflation but the Fed is well-positioned in that event.

US equities finished mostly higher in Tuesday trading, though ended off best levels. Positive takes on the cooler April CPI print and upbeat AI headlines surrounding Trump's Middle East trip (president touted Saudi's $600M investment pledge). April core CPI of 0.2% was a bit cooler than consensus 0.3%.

US equities finished notably higher in Monday trading, ending near best levels. Risk assets were boosted by a meaningful de-escalation of US-China trade tensions following weekend talks in Switzerland. It was also busy from a political headline perspective outside of trade.

Markets were mixed this week. We're sharpening our pencils for what we believe will be an upcoming opportunity. How so? TUNE IN TO FIND OUT!

US equities were mixed this week after putting in a strong performance last week when the S&P reached levels above the early April drop following Trump's reciprocal tariff announcement. Stocks were mostly lower this week on the heels of a recent nine-day S&P 500 winning streak, though losses were partially limited by some positive trade and tariff developments with a focus on de-escalation. Meanwhile, the May FOMC meeting ended with a hold at 4.25-4.5%, as expected.

US equities were higher in Thursday trading, though stocks ended off best levels as the market shed some of its gains in late afternoon weakness. Stocks were underpinned by the latest developments on trade, as the US and UK announced a framework agreement. Meanwhile, Initial jobless claims were down 13K w/w to 228K, in line with consensus.

US equities were higher in very choppy Wednesday trading, a bit off session highs, with the Dow Jones, S&P500, and Nasdaq closing up 70bps, 43bps, and 27bps respectively. FOMC takeaways were mixed, noting the bank is attentive to fears on both sides of its dual mandate though market still pricing in a slightly more dovish Fed outlook. Trump administration is planning to rescind chip curbs and will not enforce Biden-era AI diffusion rule. Bloomberg reported about Apple exploring AI search for its browser causing shares of Alphabet to slump.

US equities were lower in Tuesday trading, though stocks ended a bit off worst levels. S&P 500 finished down for second-straight day. Trade headlines somewhat mixed. March trade balance more negative than expected at record $140.5B.

US equities were mostly lower in Monday trading, though stocks ended off worst levels. It was a very quiet session with VIX back near pre-Liberation Day levels, volume muted, and limited catalysts in coming weeks. In macro news, April ISM Services came in above estimates, its highest since February 2024.

Despite the growing investor enthusiasm for the recent sharp rally in stocks, we're still in a "sell the rip" environment counsels portfolio manager Michael Lebowitz.He thinks it's more likely that stocks top out soon, to then fall to re-test the April lows.We discuss his reasons why, as well as bonds, tariffs, recession risk, the Federal Reserves likely next moves, as well as his firm's recent trades in this week Market Recap.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketrally #tariffs #recession _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce 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.

The market cleared one BIG hurdle this week but still has another to get over. What hurdle does it need to clear next? TUNE IN TO FIND OUT!

US equities were higher for the week. Big tech was mostly higher. This week's market mood was helped by further signs of deescalating trade/tariff tensions. China said it was "evaluating" recent US overtures. ISM manufacturing was firmer than consensus.

In this episode of The Option Block, host Mark Longo and co-hosts Henry Schwartz (Cboe) and Mike Tosaw (St. Charles Wealth Management) delve into an eventful week marked by significant tech earnings reports from giants like Microsoft, Meta, Apple, and Amazon. The episode explores the impact of these earnings on the market, including dramatic price movements and volatility discrepancies between near-term and longer-term options. Henry Schwartz provides insights on unusual options activity, including aggressive call buying in Bumble ahead of earnings and speculative trades in Finger Motion Inc. The episode also touches on the upcoming employment report and its potential market impact, offering listeners a comprehensive look at the rapidly evolving options landscape.   01:05 Meet the Hosts 03:16 Thursday Edition Kickoff 05:53 Market Recap and Trading Block 10:03 Earnings Highlights and Market Sentiment 12:48 Listener Engagement and VIX Activity 18:39 Single Stock Movers and Earnings Season 29:31 Market Movers: UPS, JetBlue, and More 29:53 Tech Giants and Earnings Reports 30:54 Earnings Volatility Insights 34:38 Odd Block: Unusual Options Activity 35:18 Bumble and Match Group Analysis 41:48 Finger Motion Inc. and Market Speculations 48:06 Listener Questions and Market Insights 54:18 Around the Block: Market Watch  

US equities finished higher in Thursday trading, though ended near session lows after coming off in the last minutes of trading. Big tech earnings and cap-ex guides were the big tailwind today with renewed support for the AI secular growth narrative. In macro news, April's ISM manufacturing was better than feared at 48.7, ahead of the 48.1 consensus, though still down from March's 49.0.

Today's Post - https://bahnsen.co/4lSzNBG Monday Dividend Cafe: Market Recap, Energy Updates, and Economic Insights In this episode of the Monday Dividend Cafe, David provides a comprehensive market recap, including recent stock market fluctuations and sector performance. The discussion covers the Federal Reserve, the economy, energy sector updates, and public policy developments. Key topics include President Trump's tariff policies, potential market impacts of international trade deals, budget reconciliation prospects, trucking activity declines, housing and mortgage trends, and oil supply dynamics. The episode closes with a preview of an important earnings week and an encouragement to revisit the content from the previous Friday's episode for further insights. 00:00 Introduction and Overview 02:23 Market Recap and Analysis 04:01 Policy and Economic Updates 07:19 Global Affairs and Public Policy 10:52 Energy Sector Insights 13:03 Midstream Energy Explained 14:49 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com