Podcasts about markets

Jun 27, 2025 – Bloomberg's Gina Martin Adams joins Financial Sense Newshour's Jim Puplava to unpack market concentration, economic stagnation, the impact of passive investing, and what's next for sectors like tech, energy, and healthcare...

Jun 27, 2025 – How could China's grip on rare earths and strategic materials threaten America's tech and auto sectors? Author and energy expert Robert Bryce joins Jim Puplava to reveal the hidden risks behind tariffs, global supply chains...

Crypto News: Ripple drops appeal in SEC XRP case as Judge Torres pushes back on both parties. President Trump makes bullish statements about Bitcoin and Crypto. Dana White says he is all in on VeChain.Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

A.M. Edition for June 27. The White House says the U.S. and China have signed a trade deal struck last month, with China agreeing to speed up delivery of rare-earth minerals. WSJ reporter Kim Mackrael says a trade deal with the EU is also taking shape, and could see the bloc lower tariffs on U.S. imports in order to woo President Trump. And Rachel Wolfe explains why a pullback in spending by young Americans is making some retailers nervous. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Calls for Democrat NY Mayor Nominee to be denaturalized and deported over Communist past grow, Trump Speaks Live on Supreme Court Wins, America's Mayor Rudy Giuliani and Rep. Andy Ogles joins the show. Check Out Our Partners: 120Life: Save 20% off With Code “BENNY”: http://120life.com Patriot Mobile: Go to https://www.PatriotMobile.com/Benny and get A FREE MONTH Blackout Coffee: http://www.blackoutcoffee.com/benny and use coupon code BENNY for 20% OFF your first order Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stock tickers may not immediately price in uncertainty during times of geopolitical volatility. Our Head of Corporate Credit Research Andrew Sheets suggests a different indicator to watch.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today I'm going to talk about how we're trying to simplify the complicated questions of recent geopolitical events.It's Friday, June 27th at 2pm in London.Recent U.S. airstrikes against Iran and the ongoing conflict between Iran and Israel have dominated the headlines. The situation is complicated, uncertain, and ever changing. From the time that this episode is recorded to when you listen to it, conditions may very well have changed again.Geopolitical events such as this one often have a serious human, social and financial cost, but they do not consistently have an impact on markets. As analysis by my colleague, Michael Wilson and his team have shown, over a number of key geopolitical events over the last 30 years, the impact on the S&P 500 has often been either fleeting or somewhat non-existent. Other factors, in short, dominate markets.So how to deal with this conundrum? How to take current events seriously while respecting that historical precedent that they often can have more limited market impact? How to make a forecast when quite simply few investors feel like they have an edge in predicting where these events will go next?In our view, the best way to simplify the market's response is to watch oil prices. Oil remains an important input to the world economy, where changes in price are felt quickly by businesses and consumers.So when we look back at past geopolitical events that did move markets in a more sustained way, a large increase in oil prices often meaning a rise of more than 75 percent year-over-year was often part of the story. Such a rise in such an important economic input in such a short period of time increases the risk of recession; something that credit markets and many other markets need to care about. So how can we apply this today?Well, for all the seriousness and severity of the current conflict, oil prices are actually down about 20 percent relative to a year ago. This simply puts current conditions in a very different category than those other periods be they the 1970s or more recently, Russia's invasion of Ukraine that represented genuine oil price shocks. Why is oil down? Well, as my colleague Martin Rats referred to on an earlier episode of this program, oil markets do have very healthy levels of supply, which is helping to cushion these shocks.With oil prices actually lower than a year ago, we think the credit will focus on other things. To the positive, we see an alignment of a few short-term positive factors, specifically a pretty good balance of supply and demand in the credit market, low realized volatility, and a historically good window in the very near term for performance. Indeed, over the last 15 years, July has represented the best month of the year for returns in both investment grade and high yield credit in both the U.S. and in Europe.And what could disrupt this? Well, a significant spike in oil prices could be one culprit, but we think a more likely catalyst is a shift of those favorable conditions, which could happen from August and beyond. From here, Morgan Stanley economists' forecasts see a worsening mix of growth in inflation in the U.S., while seasonal return patterns to flip from good to bad.In the meantime, however, we will keep watching oil.Thank you as always for your time. If you find Thoughts the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.

The S&P 500 and the Nasdaq hit new record highs on Friday, riding investor enthusiasm from a renewed calm in the Middle East, positive trade deal progress, and a potential rate cut in our future. FOX Business co-anchor of The Big Money Show Taylor Riggs is joined by President of Payne Capital Management, Ryan Payne, to break down the driving forces behind this market rally. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

The latest price moves and insights with 21Shares Head of U.S. Business Federico Brokate.To get the show every day, follow the podcast here.21Shares Head of U.S. Business Federico Brokate joins CoinDesk Live at the Injective Summit for a special edition of "Markets Daily," where he unpacks bitcoin's recent stability amid geopolitical tensions and the "tremendous maturity" it signals.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie and Andy Baehr. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The S&P 500 and Nasdaq both jump to fresh record highs, but pull back quickly as U.S.-Canada trade discussions screech to a halt. Plus Big bank stress test results, Nike's best day since 2021, and Trump-Powell tensions run high, as Wall Street buzzes with potential for the president to name a Fed successor early. Fast Money Disclaimer

Today's Post - https://bahnsen.co/4keWgqq Middle East Geopolitical Tensions and Market Unpredictability In this episode of Dividend Cafe, host David Bahnsen discusses the recent geopolitical events in the Middle East, particularly Israel's and the US's actions against Iran's nuclear capabilities. Despite predictions of market volatility, equity markets have risen, and oil prices have fallen, illustrating the inherent unpredictability of market responses. Bahnsen emphasizes the importance of maintaining an objective investment philosophy, specifically dividend growth investing, amidst such unpredictable events. He argues against trying to time the market based on geopolitical developments and underscores the need for a consistent investment approach to avoid significant mistakes and drive long-term success. 00:00 Introduction to Dividend Cafe 00:43 Shifting Focus: From Bubbles to Geopolitical Tensions 02:43 Market Reactions to Middle East Conflicts 07:27 Unpredictability in Markets 09:33 Historical Context of Middle East Tensions 15:14 Investment Philosophy Amidst Geopolitical Events 18:23 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Jacob Shapiro and Rob Larity discuss the recent Israel-Iran conflict and its geopolitical impacts, including President Trump's ceasefire announcement. They analyze the muted market reactions, particularly oil's price drop, despite heightened tensions. The conversation then explores significant shifts in U.S.-Japan relations, highlighting Japan's rising outward investments as indicative of strategic realignments. Finally, Jacob and Rob reflect on navigating uncertainty, advocating long-term strategic thinking over reactive trading, and emphasizing the importance of preserving mental clarity amid rapid global changes.--Timestamps:(00:00) - Introduction(04:51) - Markets!(16:04) - Japan's Economic Strategy and Global Investments(25:41) - US-Japan Relations: Pre-existing Tensions(26:31) - Economic Logic and Japanese Investment(27:58) - Japan's Military Capabilities and Global Perceptions(30:18) - Japan's Foreign Policy and Public Opinion(32:17) - Navigating Global Uncertainty and Market Impacts(33:16) - Trading Geopolitics: Challenges and Strategies(35:08) - Media Influence and Protecting Your Time(40:46) - Final Thoughts and Advice--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Kristin Smith, President at Solana Policy Institute, joined me to discuss the current state of Crypto & Stablecoin legislation in the US.Topics:- Solana Policy Institute Overview - Stablecoin bill passing in the Senate- Crypto market structure bill may not pass in 2025 - SEC's new approach to Crypto- Howey Test and Crypto- The continued crypto advocacy in DCShow Sponsor -

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management. Key Takeaways:How the Markets Have Been Handling Volatility in 2025Why Economic Data Has Stayed More Stable Than the Markets During VolatilityWhy the Timing and the Scale of the Tariffs Were a Shock to the Market  Will International Stocks Outperform US Stocks?Why Now Is the Time to Check Your International vs US Stock AllocationShould Investors Broaden Their International Stock Exposure?Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility  How Rising Yields in Fixed Income Can Create Opportunities for Investors  How the Shape of the Yield Curves Have ShiftedHow US Investors Can Mediate US Dollar Weakness With International Equity Exposure Key Takeaways on the US Market Outlook vs International Market Outlook   Read about topics from this episode.  2025 Morningstar Investment Conference: How to Invest Today Bull or Bear? Here's How the Outlook for Stocks Stacks Up BlackRock's Rick Rieder: Why the US Economy Is Going to Be Fine 6 Charts on How Trump's Tariffs Have Upended Global Markets Should Investors Rethink Global Diversification Amid Tariff Uncertainty? What Higher Bond Yields Mean for Markets in 2025 Why the Bond Market Looks Brighter Than It Did in 2022 The Trade Deals That Could Calm Wall Street Why Holding Assets Outside the US Dollar Has Paid Off in 2025 Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025 For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds How Healthy Is the US Economy? Here's What the Top Economic Indicators Say What to watch from Morningstar. Digital Advice in 2025: What You Need to Know About Robo-Advisors Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing Dividends Read what our team is writing:Philip Straehl Dominic Pappalardo Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

The latest price moves and insights with 21Shares Head of U.S. Business Federico Brokate.To get the show every day, follow the podcast here.21Shares Head of U.S. Business Federico Brokate joins CoinDesk Live at the Injective Summit for a special edition of "Markets Daily," where he unpacks bitcoin's recent stability amid geopolitical tensions and the "tremendous maturity" it signals.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie and Andy Baehr. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discord Channel: https://discord.gg/GBsBRd2wYG Here's what we'll cover this week:

Are annuities always a bad deal? Not so fast. In today's episode, Richard Rosso & Jonathan McCarty tackle the myths and misconceptions around annuities. From income guarantees to tax-deferred growth, find out how annuities can actually support your retirement strategy—if used the right way. Jonathan shares his changed life as a new father, and a discussion of investor confirmation bias, who's likely to be the replacement for Jerome Powell, and the Shado Fed, tariffs, inflation, and political bias in investing. Rich and Jonathan address the growing impact of AI on the labor market and the velocity of AI. The concept of annuities and life expectancy: How AI can extend your life. Rich's insight to the Texas State Fair and an intriguing business opportunity; Texas History and good music; spending in retirement with stable-income vs variable-income sources. Why most annuities are sold and not planned for. The job of a financial advisor is to be unbiased; origins of the retirement crisis without pensions. SEG-1: Daddy Duty & Investor Confirmation Bias SEG-2: The Velocity of AI in Financial Planning SEG-3: Retirement Spending w Stable vs Variable Income SEG-4: Why Annuities Get a Bad Rap Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=QvoAQJShFsU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here: https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed's Next Mistake," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AnnuitiesExplained #RetirementPlanning #InvestSmart #AnnuityEducation #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor sentiment.  Then, Kathy Jones sits down with Mike Townsend, Schwab's managing director of legislative and regulatory affairs, to discuss the evolving geopolitical landscape, particularly the U.S. involvement in the Middle East and its implications for foreign policy. They explore market reactions to recent conflicts, the current state of tariffs and trade negotiations, and the impact of immigration policies on labor markets. Additionally, they highlight key policy issues for investors to watch in the second half of the year, including the potential for deregulation and the future of cryptocurrency regulation.You can follow Mike Townsend on LinkedIn or X.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Currency trading is speculative, volatile and not suitable for all investors.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures productsAll  names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. 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Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.  This episode was recorded on June 26, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast Francis Diamond, Aditya Chordia and Elisabetta Ferrara discuss recent German fiscal and NATO events this week as well as views on carry as a theme, an update on tracking de-dollarisation flows and thoughts on UK rates.   Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategy Elisabetta Ferrara, European Rates Strategy   This podcast was recorded on June 27, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5014923-0, https://www.jpmm.com/research/content/GPS-4985123-0, https://www.jpmm.com/research/content/GPS-5012148-0, https://www.jpmm.com/research/content/GPS-5005164-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Markets reached record highs.

Markets are in line to set records,

The S&P 500 and the Nasdaq hit new record highs on Friday, riding investor enthusiasm from a renewed calm in the Middle East, positive trade deal progress, and a potential rate cut in our future. FOX Business co-anchor of The Big Money Show Taylor Riggs is joined by President of Payne Capital Management, Ryan Payne, to break down the driving forces behind this market rally. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our Global Head of Macro Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed's path forward in light of inflation and a weaker economy, and the likely market outcomes.Read more insights from Morgan Stanley.----- Transcript -----Matt Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Matt Hornbach: Today we're discussing the outcome of the June Federal Open Market Committee meeting and our expectations for rates, inflation, and the U.S. dollar from here. It's Thursday, June 26th at 10am in New York. Matt Hornbach: Mike, the Federal Reserve decided to hold the federal funds rate steady, remaining within its target range of 4.25 to 4.5 percent. It still anticipates two rate cuts by the end of 2025; but participants adjusted their projections further out suggesting fewer cuts in 2026 and 2027. You, on the other hand, continue to think the Fed will stay on hold for the rest of this year, with a lot of cuts to follow in 2026. What specifically is behind your view, and are there any underappreciated dynamics here? Michael Gapen: So, we've been highlighting three reasons why we think the Fed will cut late but cut more. The first is tariffs introduce differential timing effects on the economy. They tend to push inflation higher in the near term and they weaken consumer spending with a lag. If tariffs act as a tax on consumption, that tax is applied by pushing prices higher – and then only subsequently do consumers spend less because they have less real income to spend. So, we think the Fed will be seeing more inflation first before it sees the weaker labor market later. The second part of our story is immigration. Immigration controls mean it's likely to be much harder to push the unemployment rate higher. That's because when we go from about 3 million immigrants per year down to about 300,000 – that means much lower growth in the labor force. So even if the economy does slow and labor demand moderates, the unemployment rate is likely to remain low. So again, that's similar to the tariff story where the Fed's likely to see more inflation now before it sees a weaker labor market later. And third, we don't really expect a big impulse from fiscal policy. The bill that's passed the house and is sitting in the Senate, we'll see where that ultimately ends up. But the details that we have in hand today about those bills don't lead us to believe that we'll have a big impulse or a big boost to growth from fiscal policy next year. So, in total the Fed will see a lot of inflation in the near term and a weaker economy as we move into 2026. So, the Fed will be waiting to ensure that that inflation impulse is indeed transitory, but a Fed that cuts late will ultimately end up cutting more. So we don't have rate hikes this year, Matt, as you noted. But we do have 175 basis points in rate cuts next year. Matt Hornbach: So, Mike, looking through the transcript of the press conference, the word tariffs was used almost 30 times. What does the Fed's messaging say to you about its expectations around tariffs? Michael Gapen: Yeah, so it does look like in this meeting, participants did take a stand that tariffs were going to be higher, and they likely proceeded under the assumption of about a 14 percent effective tariff rate. So, I think you can see three imprints that tariffs have on their forecast.First, they're saying that inflation moves higher, and in the press conference Powell said explicitly that the Fed thinks inflation will be moving higher over the summer months. And they revised their headline and core PCE forecast higher to about 3 percent and 3.1 percent – significant upward revisions from where they had things earlier in the year in March before tariffs became clear. The second component here is the Fed thinks any inflation story will be transitory. Famous last words, of course. But the Fed forecast that inflation will fall back towards the 2 percent target in 2026 and 2027; so near-term impulse that fades over time. And third, the Fed sees tariffs as slowing economic growth. The Fed revised lower its outlook for growth in real GDP this year. So, in some [way], by incorporating tariffs and putting such a significant imprint on the forecast, the Fed's outlook has actually moved more in the direction of our own forecast. Matt Hornbach: I'd like to stay on the topic of geopolitics. In contrast to the word tariffs, the words Middle East only was mentioned three times during the press conference. With the weekend events there, investor concerns are growing about a spike in oil prices. How do you think the Fed will think about any supply-driven rise in energy, commodity prices here? Michael Gapen: Yeah, I think the Fed will view this as another element that suggests slower growth and stickier inflation. I think it will reinforce the Fed's view of what tariffs and immigration controls do to the outlook. Because historically when we look at shocks to oil prices in the U.S.; if you get about a 10 percent rise in oil prices from here, like another $10 increase in oil prices; history would suggest that will move headline inflation higher because it gets passed directly into retail gasoline prices. So maybe a 30 to 40 basis point increase in a year-on-year rate of inflation. But the evidence also suggests very limited second round effects, and almost no change in core inflation. So, you get a boost to headline inflation, but no persistence elements – very similar to what the Fed thinks tariffs will do. And of course, the higher cost of gasoline will eat into consumer purchasing power. So, on that, I think it's another force that suggests a slower growth, stickier inflation outlook is likely to prevail.Okay Matt, you've had me on the hot seat. Now it's your turn. How do you think about the market pricing of the Fed's policy path from here? It certainly seems to conflict with how I'm thinking about the most likely path. Matt Hornbach: So, when we look at market prices, we have to remember that they are representing an average path across all various paths that different investors might think are more likely than not. So, the market price today, has about 100 basis points of cuts by the end of 2026. That contrasts both with your path in terms of magnitude. You are forecasting 175 basis points of rate cuts; the market is only pricing in 100. But also, the market pricing contrasts with your policy path in that the market does have some rate cuts in the price for this year, whereas your most likely path does not. So that's how I look at the market price. You know, the question then becomes, where does it go to from here? And that's something that we ultimately are incorporating into our forecasts for the level of Treasury yields. Michael Gapen: Right. So, turning to that, so moving a little further out the curve into those longer dated Treasury yields. What do you think about those? Your forecast suggests lower yields over the next year and a half. When do you think that process starts to play out? Matt Hornbach: So, in our projections, we have Treasury yields moving lower, really beginning in the fourth quarter of this year. And that is to align with the timing of when you see the Fed beginning to lower rates, which is in the first quarter of next year. So, market prices tend to get ahead of different policy actions, and we expect that to remain the case this year as well. As we approach the end of the year, we are expecting Treasury yields to begin falling more precipitously than they have over recent months. But what are the risks around that projection? In our view, the risks are that this process starts earlier rather than later. In other words, where we have most conviction in our projections is in the direction of travel for Treasury yields as opposed to the timing of exactly when they begin to fall. So, we are recommending that investors begin gearing up for lower Treasury yields even today. But in our projections, you'll see our numbers really begin to fall in the fourth quarter of the year, such that the 10-year Treasury yield ends this year around 4 percent, and it ends 2026 closer to 3 percent. Michael Gapen: And these days it's really impossible to talk about movements in Treasury yields without thinking about the U.S. dollar. So how are you thinking about the dollar amidst the conflict in the Middle East and your outlook for Treasury yields? Matt Hornbach: So, we are projecting the U.S. dollar will depreciate another 10 percent over the next 12 to 18 months. That's coming on the back of a pretty dramatic decline in the value of the dollar in the first six months of this year, where it also declined by about 10 percent in terms of its value against other currencies. So, we are expecting a continued depreciation, and the conflict in the Middle East and what it may end up doing to the energy complex is a key risk to our view that the dollar will continue to depreciate, if we end up seeing a dramatic rise in crude oil prices. That rise would end up benefiting countries, and the currencies of those countries who are net exporters of oil; and may end up hurting the countries and the currencies of the countries that are net importers of oil. The good news is that the United States doesn't really import a lot of oil these days, but neither is it a large net exporter either.So, the U.S. in some sense turns out to be a bit of a neutral party in this particular issue. But if we see a rise in energy prices that could benefit other currencies more than it benefits the U.S. dollar. And therefore, we could see a temporary reprieve in the dollar's depreciation, which would then push our forecast perhaps a little bit further into the future. So, with that, Mike, thanks for taking the time to talk. Michael Gapen: It's great speaking with you, Matt. Matt Hornbach: And thanks for listening. If you enjoy thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Nato members decided on increased defence spending, the Federal Reserve is planning on cutting capital requirements for America's biggest banks, and accounting firms are ready to open up to public markets. Plus, why US stocks are unfazed by the Israel-Iran conflict. Mentioned in this podcast:The US, Iran and marketsThe markets are silent — that is worryingFederal Reserve unveils plans to reduce capital rules imposed after 2008 crisisAccounting sector prepares for more IPOs after private equity bingeToday's FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, and Marc Filippino. Additional help from Blake Maples, Michael Lello, David da Silva and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Agenda: 04:21 - The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?! 06:00 - Facebook's $100 Billion Gamble: Can Zuck Buy the Future? 09:27 - The “Magic Room” Theory: Why Only Insiders Get Billion-Dollar Paydays 11:27 - Is Loyalty Dead in Silicon Valley? The Great Talent Exodus 16:00 - Harvey's $5 Billion Valuation: Genius or Bubble? 19:00 - The AI Gold Rush: Can Software Really Eat Human Labor? 22:00 - The B2B Unicorn Dilemma: Are There Enough $100B Companies? 25:00 - IPO Mania: Why Navan, Canva, and Circle Are Shaking Up the Markets 29:00 - Meme Stocks & Market Madness: The Circle Rollercoaster 32:00 - Canva's Billion-Dollar Question: Why Stay Private? 36:00 - Larry Ellison's Power Play: How to Buy Back Your Own Empire 39:00 - The Sales Tech Revolution: Why “Cheating” Tools Are the Next Big Thing 42:00 - Slack Lockdown: Is B2B Software About to Get Ugly? 45:00 - The Ultimate Quickfire: Will Trump Launch a Smartphone? Will the US Seize AI?    

Jun 26, 2025 – In a world rattled by tariffs, geopolitical tensions, and volatile oil prices, how close are we to another market peak—and what comes next? Kurt Kallaus at ExecSpec.net sees low recession risk, supported by subdued oil prices and fading...

Crypto News: The US Government Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. Robinhood CEO Vlad Tenev says crypto will replace traditional finance.Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

►► Sponsored by Aptos, check it out here: https://aptosfoundation.org/ I'm going live with Edan Yago to break down a wild week in crypto – from Tether's CEO predicting one trillion AI agents transacting in Bitcoin to Trump hinting at replacing Jerome Powell. We'll dive into Bitcoin ETF flows hitting nearly $4 billion, new crypto rules for mortgages, and Hong Kong opening the doors for crypto trading. Don't miss this high-energy conversation on where Bitcoin and the global economy are heading next. Edan Yago: https://x.com/EdanYago In the second part of the show, Dan from The Chart Guys will share his market analysis and some trades. The Chart Guys: https://www.youtube.com/@ChartGuys ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

The markets are also looking forward to less regulation in the banking sector, a shift from austerity to stimulus in Europe, and a less biting inflation and tariff environment, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth Advisors

In this 100th episode of Street Signals, a theme ever-present throughout its two-year history comes to the fore once again: the ability of financial markets to come to grips with and move past seemingly implacable uncertainty. Q2 2025 alone provided what felt like a decade's worth of seismic and (theoretically) negative shocks to sentiment, yet equity markets have recovered quickly and are poised to push to new all-time highs, while many traditional safe haven currencies are on the back foot. This week, Peter Vincent, head of FX trading in EMEA for State Street Markets and a podcast regular, returns to offer his thinking on why markets remain so resilient in the face of such risks, whether the US growth outlook is poised to deteriorate and his outlook for currencies in the coming months.See omnystudio.com/listener for privacy information.

Is the Fed setting the stage for another policy blunder? As inflation pressures linger and economic growth slows, Lance Roberts & Michael Lebowitz break down the risks of the central bank's next move—and what it could mean for your money on this morning's episode of #TheRealInvestmentShow. The Market Rally is ON, yet oil prices are telling a different story about the economy. President Trump could be picking a successor to Fed Chairman Jerome Powell sooner than later. Lance and Michael expose the Fed's political "independance," and it's proclivity for financial socialism. The Fed is always late...and always wrong. The true role of the Fed is to protect its member banks. Jerome Powell doesn't mind being late. The ill-fated push to lower bank's minimum reserve requirements. Again. (Did we not learn from the past?) SEG-1: Vacation Prelude - The Rally is On SEG-2: The Folly of the Fed & Financial Socialism SEG-3: Economic Data Shows Weaking - Will the Fed be too late? SEG-4: The Fed is Always Wrong RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=U8wHxhOOWMQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here: https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Bulls Are Back in Town," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #BullishMarket #OilPrices #Tariffs #FederalReserve #InterestRates #InflationOutlook #RecessionRisk #FedMistake #FinancialMarketsToday #GeopoliticalRisk #StockMarketNews #IranUSConflict #MarketRally #BullishMarket #OilPrices #Tariffs #IranIsraelConflict #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that can actually help move the needle in retirement. Today, David walks through four key factors you can control and how they could make a lasting difference in your financial future. From managing market risk and creating lifetime income to building tax-smart wealth and planning beyond Social Security, David explains how to stay calm, focused, and strategic, no matter what headlines come your way. Here's some of what we discuss in this episode:

In this episode of The Retirement Fiduciary Podcast, host Adam Koós takes the guest seat on The Aligned Money Show with George G. The conversation blends financial insight with personal backstory as Adam opens up about his unexpected past in music, his path to becoming a Chartered Market Technician, and the investment strategies he uses today to help clients protect and grow their wealth. This episode covers everything from election-season uncertainty to the pros and cons of trend following, what most people misunderstand about timing the market, and why building the right portfolio is the key to sticking with your plan. Whether you're a retiree, a pre-retiree, or someone just looking for a better way to manage risk in today's market, this episode offers candid advice and a reminder that real financial planning is more than just picking investments. Episode Timestamps: 01:00 – Two Truths and a Lie: Adam's Singing Past Revealed 05:30 – What's Top of Mind: Markets, Elections, and Uncertainty 07:30 – Should You Wait to Invest Until After the Election? 10:00 – Adam's Approach to Market Volatility and Trend Following 13:00 – Tactical vs. Strategic Models: Why Adam Uses Both 16:00 – Analogies That Help Clients Understand Complex Strategies 18:00 – Recency Bias and Why Portfolios Fail 20:00 – U.S. Debt, GDP, and Economic Outlook 22:00 – The #1 Retirement Planning Tip Most People Ignore 23:00 – Where to Find a Fiduciary Advisor Key Takeaways:

Markets are moving toward new records.

The markets are also looking forward to less regulation in the banking sector, a shift from austerity to stimulus in Europe, and a less biting inflation and tariff environment, More on the next Pints and Portfolios on Saturday July 19th from 11:30am to 1:30pm in Sunnyvale with Rob Black and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

NATO leaders agree to ramp up defence spending to 5% of GDP, with Europe breathing a sigh of relief as U.S. President Donald Trump renews his commitment to the military alliance. Over in Brussels, attention now turns to the European Council summit - with the bloc's leaders set to discuss how to align defence efforts around ongoing support for Ukraine and a volatile situation in the Middle East. Meanwhile, Shell denies renewed reports it is in early stage talks to buy rival BP - a deal that could create an energy giant worth some £200 billion. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that actually move the needle in retirement.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that actually move the needle in retirement.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that actually move the needle in retirement.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

What are current market trends in private capital in the US and what are the underlying factors driving growth? What opportunities are on offer for US Shariah compliant private capital investment, including asset-backed credit, venture funds, private equity, real assets, and real estate? Is there US-domiciled Islamic private equity for US deals, and if so, where's the smart money at?Moderator:Kavi Chawla, Chief Growth Officer, PowerPollenPanelists:Aamir Rehman, Chair, Innate Capital PartnersAmir Memon, Investment Director, Princeton University Investment CompanyDr Ehab Elsonbaty, Partner, DLA PiperNasser Albarghash, Managing Director, Partner Capital

Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles' heel of humanoids as demand significantly outpaces supply amid geopolitical uncertainties.Read more insights from Morgan Stanley.----- Transcript -----Rahul Anand: Welcome to Thoughts on the Market. I'm Rahul Anand, Head of Morgan Stanley's Australia Materials Research team.Today, I'll dig deeper into one of the vital necessities for the development of robotics – critical minerals – and why they're so vital to be front of mind for the Western world today. It's Wednesday, June 25th at 8am in Sydney, Australia. Humanoid robots will soon become an integral part of our daily lives. A few weeks ago, you heard my colleagues Adam Jonas and Sheng Zhong discuss how humanoids are going to transform the economy and markets. Morgan Stanley Research expects this market to reach more than a billion units by 2050 and generate almost [$] 5 trillion in annual revenue. When we think about that market, and we think about what it could do for critical minerals demand, that could skyrocket. And the key areas of critical minerals demand would basically be focused on rare earths, lithium and graphite. Each one of these complex machines is going to require about a kilo of rare earths, 2 kgs of lithium, 6.5 kgs kilos of copper, 1.5 kgs of nickel, 3 kgs of graphite, and about 200 grams of cobalt. Importantly, this market from a cumulative standpoint by the year 2050, could be to the tune of about $800 billion U.S., which is staggering.And beyond that market size of $800 billion U.S., I think it's important to drill a bit deeper – because if we now consider how these markets are dominated currently, comes the China angle. And China currently dominates 88 percent of rare earth supply, 93 percent of graphite supply and 75 percent of refined lithium supply. China recently placed controls on seven heavy rare earths and permanent magnet exports in response to tariff announcements that were made by the U.S., and a comprehensive deal there is still awaited. It's very important that we have to think about diversification today, not just because these critical minerals are so heavily dominated by China. But more importantly, if we think about how the supply chain comes about, it's now taking circa 18 years to get a new mine online, and that's the statistic for the past five years of mines that came online. That number is up nearly 50 percent from last decade, and that's been driven basically by very long approval processes now in the Western world, alongside very long exploration times that are required to get some of these mines up and running. On top of that, when we think about the supply demand balance, by 2040 we're expecting that the NdPr, or the rare earth, market would be in a 26 percent deficit. Lithium could be in a deficit close to 80 percent. So, it's not just about supply security. It's also about how long it will take to bring these mines on. And on top of that, how big the amount of supply that's required is really going to be. I know when you think about 2040, it sounds very long dated, but it's important to understand that we have to act now. And in this humanoid piece of research that we have done as the global materials team, which was led by the Australian materials team, we basically have provided 34 global stocks to play this thematic in the rare earths, lithium and rare earth magnet space. It's also very important to remember and keep front of mind that as part of the London negotiations that happened between U.S. and China, no agreement was reached on critical military use rare earth magnets and exports. Now that's an important point because that's going to play as a key point of leverage in any future trade deal that comes about between the two countries. This remains an evolving situation, and this is something that we are going to continue monitoring and will bring you the latest on as time progresses.Look, thanks for listening. If you enjoy the show, please leave us a review and share thoughts on the market with a friend or colleague today.

Jun 24, 2025 – Why are market insiders celebrating after military strikes between Israel and Iran? FS Insider's Cris Sheridan speaks with renowned geopolitical strategist and Swiss macroeconomist Christian Takushi. Together, they unpack...

Joseph Onorati, CEO of the Defi Development Corporation, joined me to discuss the company's Solana treasury strategy.Topics: - DeFi Development Corp overview - Choosing Solana as a treasury reserve asset - Cantor Fitzgerald coverage of Solana treasury companies - Trend of companies using Crypto as a treasury reserve asset - Risks that come with a bear marketShow Sponsor -

Crypto News: Federal Reserve Chair Jerome Powell says "banks are free to conduct crypto activities.".Anthony Pompliano's ProCap buys 3,724 Bitcoin. Bill Pulte says US government will into crypto being used for mortgages.Show Sponsor -

#MARKETS:  THE RELUCTANT POWELL.   LIZ PEEK THE HILL. FOX NEWS AND FOX BUSINESS 1887 CHICAGO

#MARKETS: NYC VOTES FOR SOCIALISM. S   LIZ PEEK THE HILL. FOX NEWS AND FOX BUSINESS 1829 FIVE POINTS