Podcasts about Nikkei

S&P futures are pointing to a flat open today, up +0.1%. Asian markets traded mixed on Wednesday. The Nikkei closed flat, while the Hang Seng fell (1.4%), weighed down by weakness in tech and property stocks. European markets are marginally higher in early trades. The U.S. and China concluded two days of trade talks in Stockholm without significant breakthroughs but described the discussions as constructive. Key issues included U.S. concerns over China's purchases of sanctioned Iranian and Russian crude, industrial overcapacity, and rare earths trade, while China raised concerns over fentanyl tariffs and export controls. No commitments were made on structural reforms or rebalancing China's economy. Companies Mentioned: Anthropic, Kraken, Intercontinental Exchange

Wall Street closed higher with the S&P500 posting its 5th straight record close as investors digested a strong start to earnings season in the US and trade developments in the form of a landmark trade agreement with Japan. The S&P500 rose 0.4% on Friday to post its 14th record close of the year, the Nasdaq added 0.24% and the Dow Jones ended the day up 0.47%. Both Alphabet and Verizon rallied last week on the back of better-than-expected earnings results with rallies of 4% and 5% respectively over the last trading week.In Europe on Friday markets closed mostly lower following Trump's remarks saying there is a '50-50' chance of a deal being done with the EU before his self-imposed August 1 deadline. The STOXX 600 fell 0.2%, Germany's DAX lost 0.3%, the French CAC added 0.2% and, in the UK, the FTSE100 ended the day down 0.2%.Across the APAC region on Friday markets closed mostly lower as investors assessed recent trade developments. Japan's Nikkei lost 0.88%, Hong Kong's Hang Seng fell 1.09%, India's Nifty 50 declined 0.9% and South Korea's Kospi Index bucked the trend to close 0.18% higher.Locally on Friday the ASX200 posted a 0.5% loss on Friday as a sharp sell-off in materials, financials and healthcare stocks offset strength among energy and tech stocks. For the week, Australia's key index lost 1.03%.The banks extended their sell-off on Friday as investors continued profit taking from the sector that ran the hottest over the last financial year. CBA (ASX:CBA) fell over 5% over the last trading week while NAB (ASX:NAB)declined over 4%, Westpac (ASX:WBC) fell over 3% and ANZ (ASX:ANZ) lost 1%.Regal Partners (ASX:RPL) shares jumped over 9% on Friday after the specialist alternative investment manager reported a 7% rise in funds under management for the June quarter with net inflows at around $600m for the quarter. What to watch today:On the commodities front this morning oil is trading 1.45% lower at US$65.07/barrel, gold is down 0.93% at US$3336.98/ounce and iron ore is down 0.03% at US$98.55/tonne.The Aussie dollar has weakened against the greenback to buy 65.75 US cents, 97.09 Japanese Yen, 48.79 British Pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down just 0.06%. Trading Ideas:Bell Potter has downgraded the rating on Whitehaven Coal (ASX:WHC) from a buy to a hold and have reduced the 12-month price target on the coal miner from $7.10 to $6.90 following the release of Q4 results out of the company. FY25 guidance was met, Group production and sales met the upper half of the guidance range and unaudited unit costs, and capex were below guidance. The company increased debt though following the first payment for the BMA acquisition and Narrabri undertook an 8-week longwall maintenance period during FY25 which is expected to be overcome in FY26. The move to a hold rating is due to recent share price appreciation.And Trading Central has identified a bearish signal on Gentrack (ASX:GTK) following the formation of a pattern over a period of 67-days which is roughly the same amount of time the share price may fall from the close of $9.72 to the range of $7.90 to $8.30 according to standard principles of technical analysis.

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

De klok tikt door naar 1 augustus, heffingendag. Japan is net door de knieën gegaan. Hoewel de handelsdeal er op zich niet erg gunstig uitziet, schoot de Nikkei-index omhoog na bekendmaking, een duidelijk teken van hoeveel heffingenangst er in de markt zat. Hoe slecht de deal ook was, de zekerheid gaf opluchting en dus schoten de koersen omhoog. Fijn dat beleggers zo blij zijn, maar er zit ook een negatieve kant aan. Diverse Japanse autofabrikanten hebben hun prijzen verlaagd om concurrerend te blijven en moeten met minder winstmarge genoegen nemen. Ook Amerikaanse bedrijven melden flinke verliezen. Speelgoedmaker Hasbro en automaker GM melden beide een verlies van 1 miljard dollar als gevolg van de hogere importheffingen. Op dit moment haalt de Amerikaanse overheid ongeveer 300 miljard dollar op jaarbasis aan importheffingen op. Er zijn veel factoren die dit bedrag in de komende maanden zullen beïnvloeden. Allereerst de hoogte van de definitieve heffingen. Niet elk land weet welk percentage het uiteindelijk te wachten staat. Daarnaast zal de goederenstroom afnemen. Consumenten gaan bijvoorbeeld op zoek naar alternatieven. Stel, Franse wijn wordt straks 20 procent duurder. Een Amerikaan zal dan al snel naar een Californische variant grijpen. Dat betekent meer vraag naar Amerikaanse wijn en dus hogere prijzen. De Franse wijnboer heeft pech, want die verkoopt minder. Maar ook de Amerikaanse overheid ontvangt dan geen importheffingen meer over deze geïmporteerde wijn. De impact op de inflatie blijft voorlopig nog beperkt. Als eerste omdat er vlak voor de aankondiging van de hogere heffingen begin april flink extra is geïmporteerd. Bedrijven kunnen nu nog uit deze relatief goedkope voorraad leveren. Daarnaast zullen zij in eerste instantie een groot deel van de heffingen voor lief nemen en pas in de loop van de tijd hun verkoopprijzen aanpassen.Maar inflatie wordt natuurlijk door meer factoren bepaald dan alleen importinflatie. Door de afzwakking van de economie neemt de inflatiedruk bij diverse goederen af. Huizenprijzen stijgen bijvoorbeeld niet meer. De woningmarkt is goed voor maar liefst een derde van het totale inflatiemandje. Ook de zwakke dollar is van invloed: een vuistregel is dat bij iedere daling van deze munt met 10%, de Amerikaanse inflatie 0,3 procent extra stijgt. De conclusie is simpel: het inflatielandschap is gehuld in nevelen. De afzwakkende economie zorgt voor neerwaartse druk op de geldontwaarding. Maar hogere heffingen hebben een opwaarts effect. Eerst een beetje, dan wat meer en uiteindelijk zullen alle heffingen in hogere consumentenprijzen zijn verwerkt, want bedrijven gaan die rekening van 300 miljard dollar niet betalen. Fed-voorzitter Jerome Powell heeft in zijn laatste tien maanden nog een heidense klus. Hij moet tussen al deze tegenstrijdige inflatiekrachten navigeren en een adequaat rentebeleid voeren. Je snapt wel dat hij geen haast heeft om de rente te verlagen Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.

Kockázatkereső üzemmódban vannak a piacok, ahol a 15 százalékos vám jó hír. Ennek ékes bizonyítéka volt a japán részvénypiac, ahol szerdán erre a 15 százalékos hírre komoly tépéscsinálás volt a Nikkei indexben és a Toyota részvényeiben. Újra száguld az AI gyorsvonat. Donald Trump deregulációt ígér a mesterséges intelligencia területén. Az Google gyorsjelentés legkomolyabb híre a 75 milliárd dollárról 85 milliárd dollárra tovább emelt idei beruházási terv. A győztes mindent visz közgazdasági világrend legnagyobb csatája előtt állunk az AI miatt. Ahol minden eddigi győztes attól fél, hogy az út szélén maradhat, ami a közelmúlt tapasztalatai alapján nagyon súlyos következményekkel jár.A hét legfontosabb eseményeiről Jónap Richárd, Móró Tamás és Tunkli Dániel beszélgetett.Olvass minden nap a világ történéseiről egy Concorde-os szemüvegén keresztül: https://www.concordeblog.hu/Kövess bennünket minden csatornánkon:https://www.linkedin.com/company/concordecsoport/https://www.instagram.com/concordecsoport/https://www.facebook.com/concorde/https://www.youtube.com/@concorde_csoport

De klok tikt door naar 1 augustus, heffingendag. Japan is net door de knieën gegaan. Hoewel de handelsdeal er op zich niet erg gunstig uitziet, schoot de Nikkei-index omhoog na bekendmaking, een duidelijk teken van hoeveel heffingenangst er in de markt zat. Hoe slecht de deal ook was, de zekerheid gaf opluchting en dus schoten de koersen omhoog.

Global equity markets rally on US-Japan trade deal progress, sparking hopes for EU agreements, with equities surging and gold easing. Japan's Nikkei 225 reaches a new all-time high, as does the S&P 500. In earnings: Alphabet surprises positively, while Tesla disappoints. Companies reporting today include industry giants like Nestle, Roche, Deutsche Bank, and LVMH. The ECB is not expected to cut rates today, with the market's focus on its outlook. Carsten Menke, Head of Next Generation Research, discusses China's historic new hydropower project – which is six times bigger than the Three Gorges Dam – and explores its potential impact on iron ore and steel prices.(00:00) - Introduction: Helen Freer, Investment Writing (00:25) - Markets wrap-up: Mike Rauber, Investment Writing (05:58) - Iron ore and steel: Carsten Menke, Head of Next Generation Research (09:51) - Closing remarks: Helen Freer, Investment Writing 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.

Global Market Rally and US-Japan Trade Deal Insights In this episode of Dividend Cafe, Brian Szytel reports from The Bahnsen Group's New York City office on a broad-based market rally occurring on July 23rd. Key highlights include the positive impact of finalized trade deals between the US and Japan, and the US and EU. US markets experienced a nearly 1% increase, while Japan's Nikkei saw a 3.5% rise. Fixed income prices dipped slightly as yields rose. The Atlanta Fed's business inflation expectations decreased marginally, while existing home sales in the US fell 2.7% for June. The US-Japan trade deal, featuring a 15% tariff rate and a substantial investment from Japan, is seen as a significant achievement. The episode concludes with insights on ongoing market valuations and upcoming economic indicators. 00:00 Introduction and Market Overview 00:20 Global Market Rally 00:27 US-Japan Trade Deal 01:19 Economic Calendar Highlights 02:48 US-Japan Market Discount Analysis 04:03 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

S&P futures are pointing to a higher open today, up +0.3%, supported by trade deal momentum. Asian equities rallied Wednesday, led by Japan's Nikkei, which surged +3.5% on the back of a U.S.-Japan trade deal announcement. European markets are also trading firmly higher, with the STOXX 600, DAX, and CAC up near +1%. The U.S. and Japan reached a trade deal reducing tariffs to 15% on various goods, including autos. Japan will boost rice imports by 75% and purchase $8B in U.S. agricultural and other products. Defense spending with U.S. firms will increase to $17B annually. Japan also committed $550B in U.S. investments, with the U.S. receiving a 90% profit share.Companies Mentioned: Boeing, Morgan Stanley, ConocoPhillips

Unicredit ha deciso di ritirare l'offerta pubblica di scambio su Banco Bpm dopo che Consob ha prorogato per altri 30 giorni il congelamento dell'operazione e la condizione relativa al via libera del golden power non è stata soddisfatta. Andrea Orcel ha spiegato che l'incertezza sull'applicazione delle prescrizioni non giova né a Unicredit né agli azionisti di Bpm, accusando i vertici di Piazza Meda di aver impedito un normale dialogo con gli azionisti per valutare il valore della combinazione. Nonostante i progressi ottenuti con Tar, Dg Comp e governo italiano, i tempi di risoluzione vanno oltre la scadenza dell'offerta, spingendo Unicredit al ritiro. Per il gruppo guidato da Orcel si tratta di un'opportunità mancata per il settore bancario italiano, mentre restano da seguire le mosse di Credit Agricole, pronto a salire oltre il 20% di Bpm con il via libera della Bce. Interviene Luca Davi, Sole 24 OrePensioni, continua il calo delle anticipate: stimata una riduzione dell'11% a fine 2025Secondo l'ultimo monitoraggio Inps, il trend delle pensioni anticipate continua a calare, con una riduzione stimata dell'11% entro fine 2025. Nei primi sei mesi dell'anno sono state erogate 397.691 pensioni, di cui 98.356 anticipate, un dato in calo del 17,3% rispetto allo stesso periodo del 2024, ma destinato a ridursi al -11% una volta consolidati i dati. L'importo medio delle pensioni del primo semestre è di 1.215 euro, con forti differenze di genere: 1.009 euro per le donne contro 1.449 per gli uomini, a causa di carriere più discontinue e tipologie di assegni differenti. Il commento è di Emilio Rocchini, professore di Diritto del Lavoro LUISS.Dazi, accordo Stati Uniti-Giappone: tariffe al 15% e Tokyo investirà 550 miliardi negli UsaStati Uniti e Giappone hanno raggiunto un accordo che riduce dal 25 al 15% i dazi americani, includendo il settore automotive, e prevede investimenti giapponesi per 550 miliardi di dollari negli Usa. Il premier Shigeru Ishiba ha annunciato che il pacchetto supporterà catene di approvvigionamento strategiche in settori come farmaceutica e semiconduttori. In cambio Tokyo aumenterà le importazioni di prodotti agricoli americani, in particolare di riso, restando però nei limiti delle quote esistenti. L'intesa ha rassicurato i mercati: il Nikkei 225 è salito del 3,51%, nonostante i rumors sulle possibili dimissioni di Ishiba dopo la sconfitta elettorale. Ne parliamo con Marco Masciaga, corrispondente da New Delhi Il Sole 24 Ore.Italia-Algeria, Meloni: «Siglate oltre 40 intese»Al quinto vertice intergovernativo tra Italia e Algeria sono stati firmati circa 40 accordi che spaziano dall'agricoltura alla difesa, fino a telecomunicazioni e cinema. Tra i principali, la creazione di un centro Enrico Mattei per la formazione e l'innovazione agricola in Algeria e un memorandum di cooperazione per sviluppare pesca e trasformazione alimentare. Durante un'audizione al Senato sul piano Mattei, Antonio Gozzi di Confindustria ha sottolineato i problemi burocratici legati ai flussi di lavoratori coinvolti nei progetti di formazione. Al vertice con il presidente Tebboune, la premier Meloni ha ribadito la priorità del contrasto all'immigrazione illegale e la volontà di rafforzare il partenariato economico. Il commento è affidato a Manuela Perrone, Il Sole 24 Ore.

In this jam-packed episode of What's On Your Mind, Scott Hennen dives headfirst into a whirlwind of headlines, heartfelt stories, and hot mics. From Trump's game-changing trade deal with Japan and its ripple effects across global markets to Fargo's own political dramas and street fair successes, it's a no-holds-barred talk show rollercoaster. You'll hear a powerful story of redemption from a local veteran-owned business, a lively debate about Medicaid reform, and a candid "mornings with the mayor" chat that sparks real questions about city leadership. Oh, and there's some Ozzy Osbourne nostalgia and s'mores records thrown in—because why not?

US President Trump announced trade deals with the Philippines, Indonesia and Japan, with the latter involving a USD 550bln investment in the US and 15% tariffs for Japanese goods.US stocks closed mixed with underperformance in tech, APAC stocks were mostly higher; Nikkei 225 outperformed.Japanese PM Ishiba is likely to announce resignation as early as this month, according to Yomiuri. Other reports suggest August-end. European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 1.2% after the cash market closed with losses of 1.0% on Tuesday.DXY is flat, havens (CHF, JPY) lag G10 peers, antipodeans lead, EUR/USD remains on a 1.17 handle.Looking ahead, highlights include EU Consumer Confidence, US Existing Home Sales, Supply from UK, Germany & US.Earnings from VAT, Lonza, Equinor, Thales, Tesla, Alphabet, ServiceNow, IBM, Chipotle, GE Vernova, Freeport, AT&T, Thermo Fisher Scientific, Lamb Weston, Infosys, Moody's, CME & Hilton.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall Street closed mostly higher on Tuesday with the S&P500 resetting its record high as the major average rose 0.06%, while the Dow Jones climbed 0.4%, and the Nasdaq fell 0.39%. Investors continued shifting focus from trade war developments to robust earnings results.In Europe overnight markets closed lower for a third day as investors digested earnings results from some of the largest companies in the region. The STOXX 600 fell 0.5%, Germany's DAX lost 1.2%, the French CAC declined 0.7% and, in the UK, the FTSE100 ended the day flat.Across the Asia region on Tuesday, markets closed mixed again with Japan's Nikkei falling 0.11%, while China's CSI index added 0.82%, Hong Kong's Hang Seng gained 0.54% and South Korea's Kospi index ended the day down 1.27%. Shares in SoftBank group surged 6% after reports emerged that the Japanese investment firm is set to build a small data centre by the end of the year.Locally on Tuesday, the ASX 200 started the day with a strong rally before easing in afternoon trade to end the session up just 0.1% after the latest RBA meeting minutes were released outlining the cautious approach to rate cuts taken by the RBA as they want to see the quarterly inflation reading before making any moves, especially amid the volatility of tariffs.Ramelius Resources (ASX:RMS) soared almost 8% on Tuesday in its biggest one-day rise in 15-weeks on the rallying gold spot price and after the Supreme Court of WA approved the company's $2.4bn acquisition of Spartan Resources.Investors continued selling out of the big banks again yesterday amid stretched valuations. CBA (ASX:CBA) fell 3.1%, while NAB (ASX:NAB), Westpac (ASX:WBC) and ANZ (ASX:ANZ) lost 2.7%, 1.3% and 0.8% respectively. Most traded securities:The most traded investments by Bell Direct clients yesterday were led by BHP (ASX:BHP)Vanguard Australian Shares Index ETF (ASX:VAS)CSL (ASX:CSL)What to watch today:On the commodities front this morning, oil is trading 0.78% lower at US$65.44/barrel, gold is up 0.87% at US$3425/ounce, and iron ore is up 0.64% at US$97.84/tonne.The Aussie dollar has strengthened against the greenback to buy 65.57 U.S. cents, 96.13 Japanese yen, 48.29 British pence and 1 New Zealand dollar and 9 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.45% tracking wall street's majority rally overnight.Trading ideas:Bell Potter has increased the 12-month price target on Frontier Digital Ventures (ASX:FDV) to $0.63 from $0.54 and maintain a speculative buy rating on the online marketplace focused investment company. The analyst sees there are multiple potential catalysts for a potential share price re-rating including improving macro backdrop for emerging market investment, positive growth forecasts for FDV, and potential portfolio monetisation/price discovery events to unlock shareholder value.And Trading Central has identified a bullish signal on Perseus Mining (ASX:PRU) following the formation of a pattern over the period of 6-days which is roughly the same amount of time the share price may rise from the close of $3.67 to the range of $3.89 to $3.95 according to standard principles of technical analysis.

個人から企業まで人工知能（AI）の活用が進むなか、何かトラブルが起きた時に被害者を救済するルールの整備が遅れているとの指摘があります。AIが引き起こす事故について誰がどう責任を負い、どういった補償の制度が必要になるのでしょうか。NIKKEI Digital Governanceの中西豊紀編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI Digital Governance編集長　中西豊紀　大阪で流通と電機、東京では金融や財界、機械業界などを取材。2012年から3年間、名古屋でトヨタ自動車を担当した。16年から4年間は米ニューヨークとシリコンバレーに駐在しモビリティーやテックの新潮流を追った。24年3月にNIKKEI Digital Governanceを創刊し、編集長に就任。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら：https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト：⁠https://www.nikkei.com/special/podcastXアカウント：@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：@nikkeipodcast （ https://www.instagram.com/nikkeipodcast/ ）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）​

Market news for July 23, 2025: Tokyo’s Nikkei leads rally after Japan-US trade deal; Shares in Japanese, South Korean automakers surge on Tokyo trade deal; Vietnam stocks near record on reform hopes, trade deal optimism; Indonesia’s biggest IPO of 2025 surges 500% as tycoon Pangestu fever grips the market. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Wall Street closed with records across 2 of the 3 major averages on Monday as optimism around earnings overshadowed investor fears of the latest tariff developments. The S&P500 rose 0.14% to close over 6300 for the first time, the Nasdaq added 0.38% to also post a record close and the Dow jones ended the day down just 0.04%. This second quarter earnings season has started very strong in the U.S. with Verizon shares popping 4% yesterday following a Q2 earnings beat while Alphabet added over 2% ahead of its earnings out after the closing bell on Wednesday.In Europe overnight, markets closed mixed to start the new trading week amid tariff uncertainty. The STOXX 600 fell 0.1%, Germany's DAX closed flat, the French CAC fell 0.3% and, in the UK, the FTSE100 ended the day up 0.2%. Ryan Air shares rose 6% on Monday after the airline posted a 128% rise in Q1 profit which topped market expectations.Across the Asia region on Monday, markets closed mixed as China held its key 1 and 5 year loan prime rates steady despite the struggling economic recovery in the region. China's CSI index rose 0.67%, Hong Kong's Hang Seng gained 0.57%, Japan's Nikkei fell 0.21% and South Korea's Kospi index ended the day up 0.71%. Locally to start the new trading week, investors were in profit taking mode after the key index reset its record high to end the last trading week, leading to a 1.02% decline at the closing bell on Monday. Stocks that have run hot over the last 12-months like the big banks and some gold stocks came under pressure yesterday. Energy and Materials stocks were the only sectors to finish the day in the green while financials stocks took the biggest hit to start the new week 2.26% lower.Block Inc (ASX:XYZ) soared over 11% yesterday on news the company is entering the S&P500 from this Wednesday after Chevron acquired Hess Corp which left room for Block to enter the major US index. AMP (ASX:AMP) also jumped 9.3% after the company released a strong Q2 update including superannuation positive net inflows for the first time since 2017.Most traded securities:The most traded investments by Bell Direct clients to start the new week were led by:DroneShield (ASX:DRO) BHP (ASX:BHP)Mesoblast (ASX:MSB)What to watch today:On the commodities front this morning oil is trading 0.56% lower at US$66.97/barrel, gold is up 1.4% at US$3397/ounce and iron ore is up 0.04% at US$97.22/tonne.The Aussie dollar has strengthened against the greenback overnight to buy 65.24 U.S. cents, 96.17 Japanese yen, 48.54 British pence and 1 New Zealand dollar and 9 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day up 0.13% tracking the record closes on Wall Street overnight. Trading ideas:Bell Potter has downgraded the rating on Perenti (ASX:PRN) from a buy to a hold and have maintained the 12-month price target on the materials company at $1.80 following the company's issue of an updated noting that FY25 free cash flow is likely to be $280m vs the previous guidance of greater than $150m. The downgrade to a hold is on the back of recent share price appreciation.And Trading Central has identified a bullish signal on Whitehaven Coal (ASX:WHC) following the formation of a pattern over a period of 156 days which is roughly the same amount of time the share price may rise from the close of $6.42 to the range of $8.20 to $8.60 according to standard principles of technical analysis.

Wall Street closed mixed on Friday following reports President Trump pushed for greater tariffs on the European region. The Dow jones fell 0.32% on Friday, the S&P500 lost just 0.01% and the tech-heavy Nasdaq ended the day up 0.05%. Reports suggest Trump is demanding a minimum tariff between 15-20% from the EU ahead of the August 1 tariff implementation date. Consumer sentiment in the U.S. also out on Friday though suggests confidence levels are up 1.8% in the latest reading, indicating tariff-induced inflation fears are easing. We have started receiving first half earnings results in the U.S. and Netflix shares fell 5% on Friday after the streaming giant reported its operating margin will be lower in the second half of this FY.Across the European region on Friday, markets closed mixed as investors digested the latest tariff threats on the region. Germany's DAX fell 0.33%, the French CAC rose 0.01% and, in the UK, the FTSE100 ended the day up 0.22%.The Asia region also ended Friday's session mixed with China's CSI index rising 0.6%, while Hong Kong's Hang Seng gained 1.33%, South Korea's Kospi index lost 0.13%, and Japan's Nikkei ended the day down 0.21%.The ASX200 posted a 2.1% gain for the week in its best week since May and ended the week with a fresh record high driven by market heavyweights like CSL (ASX:CSL) and BHP (ASX:BHP) jumping over 3% each. Mesoblast (ASX:MSB) rocketed over 34% on Friday after reporting strong early sales of Ryoncil in the first few months of its availability on market.Virgin Australia (ASX:VGN) also gained almost 2% after UBS initiated coverage of the airline with a buy rating.Most traded securities:The most traded investments by our clients on Friday were led by Wesfarmers (ASX:WES)BHP (ASX:BHP)ANZ (ASX:ANZ) What to watch today:On the commodities front this morning oil is trading 0.36% lower at US$67.30/barrel, gold is up 0.32% at US$3349/ounce and iron ore is up 0.04% at US$97.22/tonne.The Aussie dollar has strengthened against the greenback to buy 65.18 US cents, 96.43 Japanese yen, 48.52 British pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.56%.Trading ideas:Bell Potter has raised the 12-month price target on Mesoblast (ASX:MSB) from $3.40 to $3.50 and maintain a speculative buy rating on the pharmaceutical company following the release of the company's latest cashflow update including US$13.2m in gross sales from Ryoncil for the period of 28 March to 30 June 2025. The major catalysts include revenue expansion from Ryoncil and the unrecognised value of a likely Accelerated Approval for Revascor in late-stage heart failure in CY26.And Trading Central has identified a bullish signal on CSL (ASX:CSL) following the formation of a pattern over a period of 53-days which is roughly the same amount of time the share price may rise from the close of $257.38 to the range of $268 to $272 according to standard principles of technical analysis.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Japan's rice price shock and upper house elections” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

De Peruaanse keuken, die staat bij foodies wereldwijd hoog aangeschreven. Het beste restaurant ter wereld 2025 is Maido, een Nikkei restaurant uit de stad Lima. In Antwerpen is er ook een restaurant die de Peruaanse Nikkei serveert, genoemd naar de hoofdstad van dat land. En sterker nog; ze hebben een link naar Maido, dat eerder genoemde beste restaurant ter wereld.Mayra vertelt wat de Nikkei keuken nu juist is, het verhaal van hun opstart, het leerproces en de uitdagingen die ze onderweg tegengekomen zijn en ze licht een tipje van de sluier van haar nieuw project die dicht bij haar salvadoraanse roots liggen.Meer info over Lima Nikkei en La Senda vind je hier:▸ https://www.limanikkei.be/▸ https://www.instagram.com/limanikkei.be▸ https://www.facebook.com/nikkei.be▸ https://www.instagram.com/lasenda.antwerp▸ https://www.instagram.com/pan.antwerpenHonger naar meer? Dat is mijn nieuwsbrief waarin ik een blik behind the screens deel van de voorbije afleveringen, vooruitblik naar komende episodes en links deel naar allerlei leuks op vlak van eten en drinken.Schrijf je hier gratis in!▸ https://overeten.substack.comMeer weten Over Eten? Volg me op tiktok, instagram en/of facebook:▸ http://www.overetenpodcast.be▸ http://www.facebook.com/overetenpodcast▸ http://www.instagram.com/overetenpodcast▸ http://www.tiktok.com/overetenpodcast

Thu, 17 Jul 2025 07:40:00 -0000fullラジオNIKKEI 17354e4be504-62e1-11f0-a7df-9b4a3a9a5d68

コメの価格が高騰するなど家計を圧迫する「令和の米騒動」。どうすれば日本のコメ価格は安定するのでしょうか。農業経済学の専門家は「収穫量を増やすべき」と指摘します。この意見をMinutes by NIKKEIの渡部加奈子編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■Minutes by NIKKEI編集長　渡部加奈子　1992年生まれ。日本経済新聞社に記者として入社後、日経電子版の連載「朝刊1面を読もう」の企画、YouTubeのニュース解説などコンテンツマーケティングに従事。産休・育休をへて2023年に現職。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら：https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト：⁠https://www.nikkei.com/special/podcastXアカウント：@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：@nikkeipodcast （ https://www.instagram.com/nikkeipodcast/ ）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Wall Street closed higher to start the new trading week in the green despite President Trump's latest tariff threats over the weekend. The S&P500 rose 0.14%, the Nasdaq added 0.27% and the Dow Jones ended the day up 0.2%. Investors will gauge the first hit of tariffs on the region's inflation this week when the latest U.S. inflation reading is out.In Europe overnight markets closed mostly lower despite the UK finishing at a record high. The STOXX 600 fell just 0.06%, Germany's DAX lost 0.39%, the French CAC fell 0.27%, and, in the UK, the FTSE100 ended the day up 0.64% to a fresh record high.Across the Asia region on Monday, markets closed mixed as bitcoin hit a fresh record high while cautious investors assessed the latest Trump tariff threats. Hong Kong's Hang Seng added 0.26%, China's CSI index ended flat, Japan's Nikkei lost 0.2% and South Korea's Kospi index ended the day up by 0.83%.The latest slew of China's economic data is out this week and yesterday we had the first glimpse with coal imports falling to the lowest level in more than 2-years in June amid weak demand and higher domestic production. China's steel exports on the other hand leapt to a record in Q2 reaching 30.7 million tonnes, up 11% from last year. The surge defied expectations, driven by strong demand and despite trade restrictions across Asia and Europe. The first-half total also rose by 9%. China's trade balance for June showed exports jumped 5.8% which topped expectations and showed a 1% increase MoM while imports rose 1.1%, below expectations but above the -3.4% reported a month prior, leading to the trade surplus rising to $114bn which also topped expectations.Another round of tariffs, another spike in investor uncertainty sparking a flee to safe-haven investments across the broad market yesterday. The ASX200 posted a 0.11% loss to start the new trading week lower after see-sawing all-day. Energy and materials stocks closed with gains over 0.5% while industrials and discretionary stocks were the hardest hit to start the new trading week.Gold miners were all the rage for investors to start the new week amid heightened volatility brought on by renewed tariff uncertainty. Northern Star Resources (ASX:NST) rose 1.72%, Evolution Mining (ASX:EVN) added 1.88% and Ramelius Resources (ASX:RMS) ended the day up 3.4%.Counter drone technology company DroneShield (ASX:DRO) soared another 15% yesterday after the company reported the expansion of its R&D capabilities including a $13m initial investment to lease and fit out a brand new 3000 sqm production facility in Alexandria. Most traded securities:The most traded investments by Bell Direct clients to start the new week were led by BHP (ASX:BHP)DroneShield (ASX:DR)Andean Silver (ASX:ASL)Betashares Global Defence ETF (ASX:ARMR) What to watch today:On the commodities front this morning oil is trading 2.28% lower at US$66.89/barrel, gold is down 0.4% at US$3343/ounce and iron ore is up 0.05% at US$96.76/tonne.The Aussie dollar has weakened against the greenback to buy 65.47 U.S. cents, 96.75 Japanese yen, 48.55 British pence and 1 New Zealand dollar and 10 cents.Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.64%.Trading ideas:Bell Potter has increased the 12-month price target on Paladin Energy (ASX:PDN) from $6.50 to $9.20 and maintain a buy rating on the uranium producer ahead of some catalysts coming up including the outlook for a re-rate on the company over the coming quarters with predicted fresh ore processing outperforming the stockpile issues which plagued FY25.Trading Central has identified a bearish signal on PWR Holdings (ASX:PWH) following the formation of a pattern over a period of 15-days which is roughly t

Wall Street closed lower on Friday after President Trump announced a 35% tariff on Canada and threatened higher tariffs across the board. The S&P500 retreated 0.33% a day after posting a fresh record high, the Nasdaq lost 0.22% and the Dow Jones ended the day down 0.63%.In Europe on Friday, markets closed lower as investors awaited the highly anticipated tariff letter to arrive from President Trump outlining the damage of tariffs set to come. The STOXX 600 lost 1.1%, Germany's DAX and the French CAC each lost 0.9% and, in the UK, the FTSE100 ended the day down 0.4%.Across the Asia region on Friday, it was a mixed session after President Trump announced a blanket 15% or 20% tariff on most trade partners. Hong Kong's Hang Seng rose 0.75%, China's CSI index rose 0.12%, Japan's Nikkei slipped 0.19% and South Korea's Kospi index ended the day down 0.23%.Locally to end the last trading week, the ASX200 posted a 0.11% loss as every sector aside from materials stocks ended the day in the red. For the week, the ASX200 posted a 0.27% loss as strong declines among REIT and tech stocks offset strength among utilities and materials stocks.Rare earths producers locally surged on Friday after the US Department of Defence agreed to take a 15% stake in MP Materials, a US-based rare earths producer. Lynas Rare Earths (ASX:LYC) rose over 16% on Friday while Arafura Rare Earths (ASX:ARU) added 5.56%.Johns Lyng Group (ASX:JLG) soared over 21% on Friday after announcing it has agreed to a $1bn takeover offer from Pacific Equity Partners, an Australian-based private markets fund manager.Most traded securities:The most traded stocks by Bell Direct clients on Friday were led byCSL (ASX:CSL)Neuren Pharmaceuticals (ASX:NEU)NAB (ASX:NAB)And the most traded ETFs were led byVanguard Australian Shares Index ETF (ASX:VAS)Betashares Nasdaq 100 ETF (ASX:NDQ)Vanguard Msci Index International Shares ETF (ASX:VGS)What to wach today:On the commodities front this morning oil is trading 3.27% higher at US$68.75/barrel, gold is up 0.92% at US$3354.76/ounce and iron ore is down 0.05% at US$96.71/tonne.The Aussie dollar has weakened against the greenback to buy 65.64 U.S. cents, 96.60 Japanese yen, 45.91* British pence and 1 New Zealand dollar and 9 cents.Ahead of the first trading session of the new week, the SPI futures are anticipating the ASX will open the day down 0.15% tracking the global market turbulence overnight.Trading ideas:Bell Potter has initiated coverage of Kinatico (ASX:KYP) with a buy rating and a 12-month price target of 30cps. The company is a leading provider of ‘know your people' solutions to organisations across Australia and NZ with a legacy business – CVCheck – which provides employment screening to over 10,000 repeat corporate customers. Bell Potter's analyst sees the buy rating is supported by upcoming catalysts including FY25 results, positive outlook statements and the successful launch of ComplianceX this quarter with strong initial take-up of the solution.And Trading Central has identified a bearish signal on Tasmea (ASX:TEA) following the formation of a pattern over a period of 22-days which is roughly the amount of time the share price may fall from the close of $3.37 to the range of $2.65 to $2.80 according to standard principles of technical analysis.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:“New Trump tariffs and Indonesia's talent exodus” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 10 Jul 2025 07:58:00 -0000fullラジオNIKKEI 1735b8d48490-5d63-11f0-acb2-b76f792d53f8

S&P futures are pointing to a flat open today. Asian markets traded mixed today with Japan's Nikkei logging small gains, supported by resilience in manufacturing. The Hang Seng underperformed, as property and tech stocks lagged. European markets are trading higher, with the DAX and CAC leading gains. President Trump announced a 50% tariff on copper, set for late July or early August implementation, and proposed a 200% tariff on pharmaceuticals with a longer timeline. He ruled out extending the August 1 deadline, emphasizing his tough stance on trade while accusing BRICS nations of undermining the U.S. dollar and threatening an additional 10% tariff. Companies Mentioned: Apple, Starbucks, Merck, Verona Pharma, AES Corp

英国で1990年代に民営化された鉄道の再国有化が進められています。かつて民営化路線のモデルとされた英国は、なぜ約30年の時を経て方針転換に踏み切ったのでしょうか。NIKKEI FT the Worldの檀上誠編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI FT the World編集長　檀上誠　東京本社に加え福岡、前橋、京都で産業や金融、行政を取材。2007年から12年までサンパウロ支局長として、リーマン・ショックに揺れ新興国ブームに沸く中南米諸国を回った。経済政策や金融、産業記事をまとめるデスクを経て、24年3月からNIKKEI FT the World 2代目の編集長。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら：https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト：⁠https://www.nikkei.com/special/podcastXアカウント：@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：@nikkeipodcast （ https://www.instagram.com/nikkeipodcast/ ）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Wall Street recovered to close higher on Wednesday as investors shrugged off the latest tariff noise to buy into tech and other growth market areas again. The Nasdaq rose 0.94% boosted by Nvidia shares climbing 1.8%, the S&P500 added 0.61%, and the Dow Jones ended the day up 0.5%. On Wednesday, Trump sent a further 6 letters to countries outlining new tariffs on imports of goods bound for the U.S.In Europe overnight, markets closed at a four-week high boosted by the banks as investors await progress on trade talks between the U.S. and the EU. The STOXX600 rose 0.78%, Germany's DAX added 1.42%, the French CAC climbed 1.44%, and, in the UK, the FTSE100 ended the day up 0.15%.Across the Asia markets on Wednesday, it was a mixed session after President Trump ruled out any extension to the tariff deadline of August 1. Japan's Nikkei added 0.33%, Hong Kong's Hang Seng fell 1.06%, China's CSI index lost 0.18% and South Korea's Kospi index ended the day flat.The Australian share market dropped 0.61% on Wednesday following US President Donald Trump's escalation of his protectionist trade war, as he reiterated threats to impose higher tariffs on copper imports.Lifestyle Communities (ASX:LIC) saw a dramatic drop of over 40% following a landmark tribunal ruling that deemed its profitable deferred management fees, or exit fees, imposed on residents to be invalid under state tenancy laws.Telix Pharmaceuticals (ASX:TLX) surged 6% following the announcement that its prostate cancer imaging product, Gozellix, has been assigned a permanent code by the US Centres for Medicare & Medicaid Services, effective October 1.Most traded securities:Most traded stocks and ETFs of the day yesterday by our clients were led byBHP (ASX:BHP)Ampol (ASX:ALD)Global X Physical Gold ETF (ASX:GOLD)What to watch today:On the commodities front this morning oil is trading 0.21% higher at US$68.32/barrel, gold is up 0.36% at US$3313.36/ounce and iron ore is up 0.35% at US$95.55/tonne.The Aussie dollar has strengthened against the greenback to buy 65.34 U.S. cents, 95.61 Japanese yen, 48.05 British pence and 1 New Zealand dollar and 9 cents.Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.5%.Trading ideas:Bell Potter has decreased the 12-month price target on Lifestyle Communities (ASX:LIC) from $8.55 to $5.00 and maintain a hold rating on the company following the receipt of judgement from ongoing VCAT proceedings relating chiefly to its use of a deferred managed fee structure.And Trading Central has identified a bullish signal on Data3 (ASX:DTL) following the formation of a pattern over a period of 182 days which is roughly the same amount of time the share price may rise from the close of $7.79 to the range of $9.80 to $10.20 according to standard principles of technical analysis.

Wall Street closed mixed on Tuesday as investors assessed the latest comments out of President Trump on the tariff front whereby he said there will be no exceptions to his August 1 tariff start date. The S&P500 lost just 0.07%, the Dow Jones dipped 0.37% and the Nasdaq ended the day up 0.03%.In Europe overnight, markets in the region closed higher as investors hope trade deals can be done between the US and key European countries in the near future. The STOXX 600 rose 0.3%, and Germany's DAX, the French CAC and the UK's FTSE 100 ended the day up 0.5% each.Across the Asia region on Tuesday, it was positive despite investors assessing President Trumps' latest tariff threats on 14 key trading partners. Imports from Japan, South Korea, and Malaysia among other countries are now set to face tariffs of 25% starting August 1 according to Trump's latest post on his social platform, Truth Social. Japan's Nikkei rose 0.26% on Tuesday, South Korea's Kospi Index ended the day up 1.81%, China's CSI index rose 0.84% and Hong Kong's Hang Seng added 1.09%.The local market closed Tuesday's session flat as investors were shocked by the RBA's surprise rate hold announcement whereby Australia's cash rate will remain at 3.85% for the next period amid global uncertainty on the tariff front and Australia's tight labour market. RBA governor Michele Bullock said Australia's central bank is really conscious of not wanting to end up with a fight against inflation again and they want to make sure they have ‘nailed' inflation before cutting again.Following the RBA's shock rate hold on Tuesday afternoon, the ASX dipped but recovered just before the closing bell with staples and utilities stocks taking the biggest hit, while tech and communication services offset some of the losses.Some broker moves sparked stock reactions yesterday with South32 (ASX:S32) sliding almost 2% after Goldman Sachs cut its outlook on the company to Neutral while Domino's Pizza (ASX:DMP) rallied over 2% after UBS upgraded the stock to a buy, and Guzman Y Gomez (ASX:GYG) fell 4% after JPMorgan initiated coverage on the stock on Monday with an underweight rating. What to watch today:On the commodities front this morning, oil is trading 0.7% higher at US$68.40/barrel, gold is down 0.92% at US$3306/ounce and iron ore is up 0.35% at US$95.55/tonne.The Aussie dollar has strengthened against the greenback to buy 65.31 US cents, 95.77 Japanese Yen, 48.12 British pence and 1 New Zealand dollar and 9 cents.And ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.08%.Trading ideas:Bell Potter has increased the 12-month price target on Cobram Estate Olives (ASX:CBO) from $1.95 to $2.35 and maintain a hold rating on the olive oil producer following the company's provision of a FY25 production and earnings guidance update. CBO expects production to come in below BPe but EBITDA expectations of $115m top BPe of $113m.Trading Central has identified a bullish signal on Lycopodium (ASX:LYL) following the formation of a pattern over a period of 99-days which is roughly the same amount of time the share price may rise from the close of $11.29 to the range of $12.50 to $12.80 according to standard principles of technical analysis.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: ”Singapore bets on expansion of economic engine Changi Airport” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

S&P futures are pointing to a slightly higher open today, up +0.1%. Asian markets had a mixed session on Thursday. The Hang Seng dropped (0.6%) amidst weakness in property stocks while Japan's Nikkei dipped as uncertainty around trade talks weighed on sentiment. European markets are broadly higher in early trades, with the STOXX 600 up +0.3% and the FTSE 100 leading at +0.5%. President Trump announced a trade deal with Vietnam, imposing a 20% tariff on exports to the U.S. and 40% on transshipments, reduced from an earlier proposed 46%. The U.S. will face zero tariffs on exports to Vietnam, though specifics on product groups and transshipment provisions remain unclear. Companies Mentioned: Old Point Financial, Apollo Global Management, TripAdvisor

Thu, 03 Jul 2025 09:26:00 -0000fullラジオNIKKEI 1735cf69f240-57ef-11f0-9a96-27d3a27e03ec

S&P futures are pointing to a higher open today, up +0.2%. Asian markets finished Wednesday trading mostly lower, with the Hang Seng slightly higher and Japan's Nikkei weighed down by renewed tariff concerns. European equities are broadly showing strength in early sessions with the French CAC leading gains. President Trump stated he is not considering extending the July 9 deadline for resuming higher tariffs and reiterated the possibility of imposing duty rates on several nations, including Japan. Trump criticized Japan's limited U.S. rice imports and imbalance in auto trade, suggesting future tariffs could range from 30% to 35%.Companies Mentioned: Paramount Global, Intel, Spectris

In today's episode of The Daily Voice, Sam reviews the main headlines from yesterday and previews the day ahead.

US equity futures are higher with S&P up 0.4%. US 10-year and 2-year yield both point down . Dollar softer versus yen, slightly firmer elsewhere. Oil down ahead of another expected OPEC and production hike. Gold firmer. Industrial metals higher. Asian equity markets are mixed. Nikkei has been outperforming to hit twelve month high. European markets are firmer. In trade developments, Canada to rescind digital services tax after Trump threatened to pull out of trade talks on Friday. Trump said he doesn't think he'll need to extend tariff 9-Jul deadline, contrasting somewhat with Treasury Secretary Bessent. Somewhat better news on US-China trade talks after both sides confirmed details on framework agreement where China relaxes rare earth exports and US removes countermeasures. Companies Mentioned: Torrent Pharmaceuticals, JB Chemicals & Pharmaceuticals, KKR, Avadel Pharmaceuticals

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:”Hot India and 'Cool Japan,' Thailand's clash with Cambodia” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 26 Jun 2025 08:15:00 -0000fullラジオNIKKEI 1735b12adc20-5265-11f0-9aaf-8702fed1acd2

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: “China and Indonesia show blockbuster power of home-grown animated films” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup  

Thu, 19 Jun 2025 07:51:00 -0000fullラジオNIKKEI 17353607d274-4ce2-11f0-9ec2-1f6f4c3a1769

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Tourists in Japan shift away from luxury shopping and concerns over BYD price cuts" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 12 Jun 2025 07:47:00 -0000fullラジオNIKKEI 173575b5c45c-4761-11f0-9c07-27b8c462a5c4

S&P futures slightly pointing down. European equity markets pared early loss. Asian equity markets mostly higher, with Nikkei seeing decent gains. Taiwan a notable outperformer on TSMC gains. China markets underperform. For treasuries, 10-year yields down 4bps to 4.5%. Dollar firmer. Oil up, gold down, industrial metals lower. Cryptocurrencies consolidating overnight gains. For latest update on trade talks, US and China meetings in London to extend through Tuesday after representatives from both sides met for more than six hours. Nothing substantive emerged from first day of talks with US officials describing them as fruitful. President Trump said he has received good reports from meeting though China's not easy to deal with. Export controls were a focus of talks after China and US traded criticisms of each other's curbs on rare earths and technology.Companies Mentioned: GFL Environmental, EchoStar, Meta Platforms

US equity futures are pointing slightly up. European markets are narrowly mixed, while Asia go broadly higher, with decent gains for Nikkei and Hang Seng. Kospi extended recent post-election outperformance. For treasuries, 10-year yields stay steady at 4.5% after backing up sharply in prior session. Dollar softer, oil down, gold softer, industrial metals mixed. Attention on trade developments with US and China resuming talks in London with export licenses a key topic of discussion. NEC Director Hassett confirmed US is seeking agreement on rare earths from London talks. For its part China has taken issue with US principally over tech export controls and Huawei crackdown, which were attributed in part for Beijing maintaining its rare earths export curbs. Unclear whether the latest talks will lead to resolution of divisions between US and China, leaving fate of tariffs unknown.Companies Mentioned: Qualcomm Inc, Alphawave IP Group, Quartzsea Acquisition Corp, Meta Platforms

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: "Japan's income gap limits children's sports participation" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

S&P futures are pointing lower today, down (0.5%). European equity markets are weaker. Asian markets are lower, with Nikkei, Hang Seng and Taiwan underperforming, mainland China closed for public holiday. Overnight, treasury yields went up, with the two year up 2bps and the ten year up 5bps. The U.S. dollar weaker, oil up, gold gains, industrial metals higher. Trade tensions weighing on risk appetite. US-China relations fraying a month with two sides accusing the other of violating Geneva agreement. Main disagreements revolve around US frustration at China slow walking offer of relaxing rare earths curbs and China taking issue with US at new export restrictions. On geopolitical front, China rebuked US after Defense Secretary Hegseth warned of potentially imminent Taiwan invasion. Renewed tensions come as press sources noted efforts underway to set up a Trump-Xi call in bid to move forward talks.Companies Mentioned: Qualcomm, Alphawave IP Group, Sanofi, Blueprint Medicines, BASF

US equity futures are higher, with S&P up 2.5%. European equity markets are also pointing up. Asian markets go broadly higher. Greater China markets outperform on latest US-China trade developments. Nikkei was lagging, mild gains for ASX and Kospi sees moderate gains. Bond yields are back up with US 10-year 7 bps higher at 4.5%. Dollar sees big gains versus Japanese yen, euro, Swiss franc and sterling. Oil higher. Gold sharply lower. Industrial metals mixed. In a significant de-escalation of the US-China trade war, both countries announced that they will significantly reduce tariffs on the other. US will reduce tariffs on Chinese goods to 30% from 145%, for 90 days and China will reduce tariffs on US goods to 10% from 125%, also for 90 days. New duties reverse reciprocal and subsequent retaliatory tariffs imposed from 2-April, while US keeps in place 20% fentanyl tariff. Companies Mentioned: Dow,Inc, MAG Silver, Banco Santander, NatWest Group

You might not be able to send inventory to FBA next month. Tariff surcharges could appear on Amazon listings, and TikTok Shop expands again. All this buzzing news and more! ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos We're back with another episode of the Weekly Buzz with Helium 10's VP of Education and Strategy, Bradley Sutton. Every week, we cover the latest breaking news in the Amazon, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level. Amazon Slashes Your FBA Capacity! https://sellercentral.amazon.com/inventory-storage/storage-request/limit-increase Create deals for Amazon Pet Day https://sell.amazon.com/blog/announcements/pet-day Amazon denies plans to list tariff prices after President Trump calls Jeff Bezos to object https://www.usatoday.com/story/news/politics/2025/04/29/amazon-tariff-costs-trump-white-house/83340801007/ Grow With US: How Walmart's New Program Aims To Help Small Businesses Go Big https://corporate.walmart.com/news/2025/04/29/grow-with-us-how-walmarts-new-program-aims-to-help-small-businesses-go-big France urges fees on cheap e-commerce parcels in EU https://uk.finance.yahoo.com/news/france-urges-fees-cheap-e-121540875.html Walmart to Offer 3-Hour Delivery to 95% of Americans https://www.pymnts.com/walmart/2025/walmart-to-offer-3-hour-delivery-to-95percent-of-americans/ Exclusive: Some Amazon sellers are pulling out of Prime Day amid Trump tariffs https://www.reuters.com/business/retail-consumer/some-amazon-sellers-are-pulling-out-prime-day-amid-trump-tariffs-2025-04-28/ Walmart, Target resume business with some Chinese factories after tariff-related halt, suppliers say https://edition.cnn.com/2025/04/29/business/walmart-target-chinese-orders-tariffs-hnk-intl/index.html TikTok to enter Japan's e-commerce industry, Nikkei reports https://www.reuters.com/world/china/tiktok-enter-japan-e-commerce-nikkei-reports-2025-04-26/ Did you know Helium 10 has a forum? While our Facebook group gets more traffic, we want to grow the forum community too! It's a great place to ask questions and join discussions about e-commerce, Amazon strategies, and more. Remember, it's not for Helium 10 customer support—that's available 24/7 through our website. To participate, sign in to your Helium 10 account and head to forum.helium10.com. Helium 10 has rolled out several powerful new features this week, starting with the brand-new Tariff Analyzer tool in Profits. This feature gives sellers a detailed breakdown of how tariffs impact their net profits on a product-by-product basis. By inputting the country of origin and cost of goods sold (COGS), users can instantly see pre- and post-tariff profit margins, estimate the price adjustments needed to maintain margins, and even compare how switching manufacturing to another country, like Vietnam or Uzbekistan, might improve profitability. It's a game-changing tool for sellers looking to stay agile amid rising import costs. Another major upgrade is the expansion of Managed Refund Services, now available to both Platinum and Diamond users. Previously reserved for Diamond subscribers, this service helps Amazon sellers recover funds owed by Amazon due to lost, damaged, or mishandled inventory. Helium 10's team handles the tedious claims process, scanning accounts, filing cases, and staying compliant with Amazon's policies. Sellers only pay a small percentage of successfully recovered funds, making it a zero-risk way to reclaim potentially thousands in lost revenue. On top of that, Helium 10 has added support for Cerebro and Magnet in the Amazon Saudi Arabia marketplace, with built-in translation tools to help sellers understand foreign-language keywords and rank data, opening up new international expansion opportunities easily. Tune in for a wealth of knowledge and strategies to keep your Amazon business thriving.

This week on Sinica, I chat with SCMP Senior Europe Correspondent Finbarr Bermingham, who joins from Brussels where he's been covering the EU-China relationship in fantastic depth and with great insight.3:17 – EU-China relations in early 2025: the effect of the 2021 sanctions, who advocated for engagement versus confrontation with China, and the importance of the Comprehensive Agreement on Investment (CAI)13:49 – How Brussels initially reacted to the rupture in the transatlantic alliance 17:14 – China's so-called charm offensive 21:03 – The idea of de-risking from Washington 23:10 – The impact of the Oval Office meeting with Zelensky 24:55 – Europe's dual-track approach with China and shift toward pragmatism 29:35 – National interests versus EU unity regarding Chinese investment, and whether Brussels could extract concessions 35:20 – Brussels' worry over Trump cutting a deal with China 38:06 – Possible signs of China's flexibility on different issues40:25 – The lifting of the sanctions on European parliamentarians 42:21 – The decrease in calls for values-based diplomacy, and whether securitization is happening in Europe47:05 – How the EU might address tensions over China's industrial overcapacity 50:17 – The possible future of EU-China relations, and whether the transatlantic relationship could go back to normal55:50 – The knee-jerk element of looking past EuropePaying It Forward: Ji Siqi at SCMP, Cissy Zhou at Nikkei, and Kinling Lo and Viola Zhou at Rest of WorldRecommendations:Finbarr: The Stakeknife podcast series; Say Nothing: A True Story of Murder and Memory in Northern Ireland by Patrick Radden Keefe; and the 20th anniversary edition of Wilco's album, A Ghost Is Born Kaiser: The Ottomans: Khans, Caesars, and Caliphs by Marc David Baer See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's Headlines: The global economy is spiraling as Trump doubles down on tariffs, threatening a 50% increase on China if they don't back down. Markets tanked again, swinging wildly after a false report hinted at a delay, and the chaos isn't just domestic — Japan's Nikkei dropped 8% and Europe's markets fell 4%. Congress remains largely inactive but a few Republican lawmakers are attempting to push back, Trump has already vowed to veto any bill on tariffs. The U.S. also slapped a 17% tariff on Israeli imports, despite Israel dropping theirs in solidarity. Meanwhile, the Supreme Court made two big moves: they temporarily blocked the return of a wrongfully deported Maryland man to El Salvador, but also allowed the administration to keep using an 18th-century law to deport immigrants with minimal due process — a decision so extreme even Amy Coney Barrett joined the dissent. And in Texas, 238 Venezuelan migrants — most with no criminal records — were deported to a maximum security prison in El Salvador. Resources/Articles mentioned in this episode: Bloomberg: Trump Threatens 50% More China Tariffs, Teases Talks With Others Axios: Stock markets lurch on false Trump tariff pause report Axios: Scoop: Trump issues veto threat on tariff bill  Times of Israel: Iran denies Trump's claim sides to hold direct nuclear talks, says Oman will mediate  Ap News: Chief Justice Roberts pauses order for return of Maryland man deported to El Salvador Axios: Supreme Court allows Alien Enemies Act deportations to resume  CBS News: U.S. sent 238 migrants to Salvadoran mega-prison; documents indicate most have no apparent criminal records Morning Announcements is produced by Sami Sage alongside Bridget Schwartz and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices