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Plus: Oil prices extend their recent decline. And Meta stock rises after reaching an $18 billion settlement over child-safety claims. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
P.M. Edition for Aug. 25. National affairs reporter Kris Maher discusses how the AI surveillance company has become the target of bipartisan anger. And Canada retaliates against U.S. tariffs with some of its own. Ottawa-based reporter Paul Vieira says the tariffs are strategic—they target products from states in play in the U.S. midterm elections. Plus, Dolly Parton has died. The songwriter behind hits including “Jolene,” “9 to 5” and “I Will Always Love You” was 80 years old. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Nvidia shares jumped, snapping a recent losing streak. And Dick's Sporting Goods stock has its worst day on record after cutting parts of its outlook. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
P.M. Edition for Aug. 24. Treasury Secretary Scott Bessent says the U.S. will go after countries and companies that do business with Iran. White House economic policy reporter Brian Schwartz says it's unclear what will happen with Iran's top trading partner: China. Plus, President Trump escalates the trade conflict with Canada, threatening 50% tariffs on autos. And Heard on the Street columnist David Wainer discusses the challenges Moderna faces in fulfilling investor hopes for a sweeping new era for cancer treatment. Pierre Bienaimé hosts. The AI Therapist: A WSJ Podcast Series Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NEWS: Oil prices up as Trump vows sanctions vs Iran partners | August 23, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.
One day after the worst session for the Dow and S&P 500 since late July, Carl Quintanilla, David Faber and Sara Eisen discussed stocks rebounding as Treasury Secretary Bessent's push to lower bond yields remains in focus. RBC Capital's Helima Croft joined the program to talk about higher oil prices and geopolitics, as President Trump seeks to ramp up economic pressure on Iran. Also in focus: What Bessent told CNBC about yield moves and Trump's approach to Iran; A slew of Wall Street analysts cut their price targets on Walmart after the stock's worst day in four years; Sources tell David that a Broadcom-backed special purpose vehicle is tapping the debt market for $70 billion to support an AI buildout; Crypto's great week; SpaceX's losing streak sends the stock back below its IPO price; What the bond rout means for private credit. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Donald Trump is declaring an "economic D-Day" on Iran—and the immediate fallout could hit Americans directly at the pump. Oil prices are surging as tensions escalate, raising new fears about inflation, gas prices and the wider global economy. We've got all the latest updates, plus Republican politicians continue ducking debate challenges while hoping voters won't notice. It's all happening on the afternoon edition of The Rush Hour!
Six years into the expansion, the commercial real estate cycle still looks early. Michael Bull, CCIM covers 2026 rates, supply, and office with BGO Chief Economist Ryan Severino, CFA. Ryan Severino, CFA, Chief Economist and Head of Research for the U.S. at BGO, explains why a cycle that is six years old still behaves like an early to mid cycle expansion. Debt sits at moderate levels, the labor market has room to run, and leverage has stayed disciplined. He sees runway left in the economy and in commercial real estate. The conversation covers where inflation and interest rates go from here, why the 10-year Treasury has trouble moving far off 4% on fundamentals alone, and how trade policy and the conflict in Iran are adding roughly 30 to 60 basis points to the long end of the curve. Severino also makes the case that today's rates only feel high because most people working in this industry have spent their entire careers in a market where the 10-year stayed below 5% for a quarter century. On the property side: the construction pipeline is the most benign on record relative to existing inventory, which means owners no longer need an outsized jump in demand to compress vacancy and restart rent growth. Severino explains why he is more constructive on office than most of the industry, drawing a direct comparison to how wrong the popular narrative on retail was for 15 years. Michael Bull adds a live example, a 17-story tower coming to market at $64 per square foot, below the cost of building out the space. The episode closes on what Severino calls a recovery out of order. In a normal cycle, capital markets recover first and space market fundamentals lag. This time fundamentals are recovering while elevated long-term rates hold the capital markets back. His view on the next 12 to 24 months: higher transaction volume, more attractive pricing, and a real estate return profile that compares well against a richly valued stock market. In this episode: 00:00 Where Are We in the CRE Cycle? What Inning Are We In? 01:08 Six Years In and Still Early Cycle: The Rain Delay Economy 03:17 Pandemic, Inflation, Trade War, Real War: A Fits and Starts Cycle 04:39 Inflation Resurgent: A Speed Bump, Not a Roadblock 06:37 The 10-Year Treasury: Why It Cannot Move Far Off 4% 07:58 A Quarter Century Below 5%: Today's Rates Are About Average 09:26 Michael's 17% Loan and Making Money at Higher Rates 10:28 Oil Prices and Iran: Why the U.S. Economy Shrugs Now 12:46 AI and Data Centers: Galactic Capital and Political Backlash 15:02 Record Low Construction: Why Supply No Longer Drives the Cycle 17:57 Office: The Contrarian Case and the Retail Playbook 20:07 A 17-Story Tower at $64 per Foot 20:42 Recovery Out of Order: Fundamentals First, Capital Markets Lagging 24:47 Relative Value: Real Estate Against a Richly Priced Stock Market 25:57 Final Takeaway: You Do Not Pay Today's Rate Forever Connect with Ryan Severino: https://www.linkedin.com/in/ryan-severino-cfa-4409022/ BGO Website: https://www.bgo.com Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/ For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com. America's Commercial Real Estate Show is brought to you by our proud sponsors. TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: https://www.bullrealty.com Commercial Agent Success Strategies: Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/ #CommercialRealEstate #CRE #RealEstateInvesting #CommercialRealEstateForecast #InterestRates #OfficeMarket #DataCenters #CapRates #RealEstateCycle #CREInvesting #Treasury #MichaelBull
This week The President of The United States of America and Tech Stuff Guy discuss Iran, Oil Prices, Jeffrey Kurtz, Bombing Oman, NFL, Natalie Harp, and more. If you enjoy the show leave a rating and review on spotify or iTunes. Join the Patreon for hours of bonus content www.Patreon.com/MPGA Learn more about your ad choices. Visit megaphone.fm/adchoices
Oil price increases are back in the news, the perma-bears have grabbed their megaphones, and now there's talk of an AI “earnings bubble.” Brian Levitt and Jodi Phillips sort through the market's latest drama to ask what's really important and what's just a distraction. (Invesco Distributors, Inc.)
Pending home sales fell 2.3% in July with declines in every region, the lowest level since January. I break down what that means for mortgage rates, oil prices, and the Fed heading into today's FOMC minutes.In today's episode I cover:
Global fuel prices have been rising again as conflict continues in the Strait of Hormuz. The US has now exported much of its diesel supplies – pushing up prices across the US and Europe. Crude oil prices haven't risen as much due to China's decision to stop exporting refined fuel, but Brent crude prices are rising again after the US and Iran ruled out extending their memorandum of understanding. Westpac Chief Economist Kelly Eckhold told Mike Hosking ultimately, there isn't enough fuel coming out of the Middle East. He says the prices of most fuels are increasing, including jet fuel, and petrol to a lesser extent. LISTEN ABOVE See omnystudio.com/listener for privacy information.
MRKT Matrix - Tuesday, August 18th S&P 500 falls for a third day, as elevated global bond yields and oil prices weigh on market (CNBC) Global Bond Slump Sends Long-Term Borrowing Costs to Highest in Decades (Bloomberg) America's debt is getting more expensive (Axios) Anthropic Pre-IPO Credit Facility Set to Climb Past $10 Billion (Bloomberg) Walmart, Target results could put this earnings season to the test. What analysts are saying on retailers (CNBC) Target Bets Shoppers Want to Buy Trendy Snacks and Drinks in Grocery Revamp (Bloomberg) Costco Sells Vacations, Gas and, Soon, Medicare Plans (WSJ) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Get used to paying higher gas prices — they're the cost of curbing Iran's nuclear ambitions. That was the message from President Donald Trump at a rally on Friday. Today, the temporary ceasefire agreement between the U.S. and Iran expires, and ship traffic through the Strait of Hormuz is now essentially halted. We'll have the latest. Plus, the $46 billion tribal gambling industry lacks a leader, and that could hamper business growth and investment.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:What happens when a $46 billion industry doesn't have a leader?
Today's Post - https://bahnsen.co/4bTEA2m From Charlottesville, host David Bahnsen recaps Monday market action: the Dow fell 273 points (~0.5%), the S&P 500 also about 0.5%, and the Nasdaq about 0.3%, with energy the only positive sector (up ~0.9%) and communication services the worst (down ~1.5%); the 10-year yield ended near 4.73% as the yield curve steepened. He highlights a chart showing AI-driven capital expenditures as an unprecedented share of GDP and discusses risks tied to funding costs. Citing Strategas, he notes steepening periods historically favor energy and financials over tech/communications. On politics, he sees polling and prediction markets suggesting a potential Democratic Senate flip, with Michigan pivotal, though Republicans may have a post–Labor Day spending edge. Economically, July retail sales fell 0.6%, while large tariff refunds may be supporting activity; he also flags housing affordability issues and previews Jackson Hole and upcoming Dividend Cafe content. 00:00 Welcome and Charlottesville 00:44 Market Close Recap 01:36 AI CapEx and GDP 02:59 Yield Curve Steepening 04:38 Senate Polling Outlook 07:36 Retail Sales and Tariff Refunds 09:06 Housing Affordability Chart 10:17 Fed Signals and Jackson Hole 11:39 Oil Prices and Rig Counts 12:26 Upcoming Shows and Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Get used to paying higher gas prices — they're the cost of curbing Iran's nuclear ambitions. That was the message from President Donald Trump at a rally on Friday. Today, the temporary ceasefire agreement between the U.S. and Iran expires, and ship traffic through the Strait of Hormuz is now essentially halted. We'll have the latest. Plus, the $46 billion tribal gambling industry lacks a leader, and that could hamper business growth and investment.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:What happens when a $46 billion industry doesn't have a leader?
AP correspondent Alex Veiga reports US stocks edge further from their record after oil prices rise.
On Episode 951 of The Core Report, financial journalist Govindraj Ethiraj talks to Puneet Gupta, Director–India & ASEAN Automotive Market at S&P Global Mobility as well as Anindya Banerjee, Head of Research for FX and Interest Rates at Kotak Securities.SHOW NOTES(00:00) Stories of the Day(01:18) Markets Stay Down As Oil Prices Wait For War Developments(04:11) The Rupee Fell To Its Weakest Level In Two Weeks On Monday(06:32) Why Did The RBI Close The FCNR Deposit Window So Suddenly?(17:16) A Top Govt Official Makes An Open Case For Bringing In E10 Fuel, As Opposed To E20 Which Consumers Are Upset About.Sign up for our Daily Newsletter: https://www.thecoredaily.in/ EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
P.M. Edition for Aug. 14. Money managers have a problem: Clients are holding near-record amounts in cash—by one estimate more than $3 trillion. Miriam Gottfried, a reporter and co-host of WSJ's Take On the Week podcast, explains why this is happening and what financial planners are pushing their clients to do instead. Plus, two pieces of data—July retail sales and the preliminary August reading of the University of Michigan's consumer sentiment survey—came in lower than expected. WSJ economics reporter Matt Grossman says that is painting a picture of a weaker U.S. economy. And AI slop is everywhere, making it hard to know what's real online. We hear from WSJ personal tech columnist Nicole Nguyen about the inspiration for her recent special Tech News Briefing podcast series, “AI and the Blurring of Reality.” Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mortgage rates are moving after a big week of data. In this video I break down the new PPI inflation report, CPI, jobless claims, oil prices, and what it all means for your mortgage rate, plus what the Federal Reserve is likely to do at its next meeting.If you're a homebuyer, homeowner, or realtor trying to figure out where mortgage rates go from here, this is exactly what I do every day for my own clients.
Oil prices declined on Thursday as investors assessed prospects for weaker global demand this year and higher U.S. crude stocks, though prices found support from a lack of progress in talks over the blockaded Strait of Hormuz and disruptions to supply.Brent futures were down $2.20, or 2.47 percent, at $86.78 a barrel by 13:24 GMT, trimming gains accumulated over the previous six sessions.Karoline Leavitt, the youngest White House press secretary in history, will depart her role at the end of the month, President Donald Trump announced Aug. 12.“Our wonderful White House Press Secretary, and one of my most trusted aides, Karoline Leavitt, will be departing her role at the end of the month so she can spend more time with her beautiful young children and family, a decision I totally understand and respect!” Trump posted on Truth Social. “Karoline will now be one of my top outside advisors, and an influential voice within the Republican Party, as we work to defy History, and conclusively win the Midterm Elections.”
U.S. stocks are rising toward an all-time high.
On Episode 947 of The Core Report, financial journalist Govindraj Ethiraj talks to K. Ramakrishnan, Managing Director-South Asia at Worldpanel by Numerator (formerly Kantar Worldpanel) as well as Deven Choksey, market expert and Managing Director at DRChoksey FinServ.SHOW NOTES(00:00) Stories of the Day(01:38) Oil Prices Fall On Demand Concerns, After A While, Markets Steady(04:36) South Korean Markets Are Now In Bull Territory(08:14) Finding The Balance Between Long Term Investments And Shareholder Return(21:01) An Ease Of Doing Business Lesson From The USA Which Is Processing Tariff Refunds(22:45) Rajkot Snacks Company Balaji Breaks Into Top 10 Most Chosen In-Home FMCG BrandEVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereSign up for our Daily Newsletter: https://www.thecoredaily.in/ For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
Liz Peek analyzes the resilience of the U.S. economy, where strong consumer spending and business optimism persist despite high oil prices and stagnant job growth. While the Fed weighs interest rate hikes to curb inflation, a "wealth effect" from a robust stock market continues to buoy higher-end consumers. Politically, a "civil war" is brewing within the Democratic Party as far-left candidates aligned with the Democratic Socialists of America (DSA) challenge the establishment in key swing states like Michigan and Wisconsin. These ideological divisions raise significant questions regarding the electability of progressive candidates in the upcoming general elections. (3)
Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com
Coreweave shares surge after the AI cloud provider posts a beat on both the top and bottom line. Data centre infrastructure firm Super Micro is also up on positive forecasts. Investors await the latest U.S. inflation data with the headline number expected to be 3.4 per cent. There is no clear agreement about the Federal Reserve's next move. Oil inches higher as attacks on shipping in both the Strait of Hormuz and the Bab el-Mandeb raise fears of escalation as well as increase concern over crude supply chains. A top Iranian security official doubles down on Tehran's demands to re-open the Gulf. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
CPI came in right on point today, cooling core inflation to 2.5% year over year. Here's what today's inflation report means for mortgage rates, homebuyers, refinance timing, and where rates could head by the end of the day.
Trump was smuggled off Air Force One in a catering truck and flown out of Turkey on a secret military flight after a credible Iranian threat. You need to see how this actually went down. After the NATO summit in Ankara, cameras caught Trump boarding the older Air Force One. Minutes later, he and several aides stepped into an elevated catering container on the opposite side of the plane, got lowered to the tarmac, and driven over to a smaller C-32A. Defense Secretary Pete Hegseth boarded that same secret flight separately so it looked normal. The press and some White House staff sat on the decoy plane with the window shades ordered closed, thinking the president was with them the whole time. The C-32A landed in Britain nine minutes ahead of the decoy. Trump then reappeared on the older jet before switching to the Qatari-gifted plane for the trip home. Intelligence flagged a specific Iranian plot against him. Israel had tipped the U.S. The White House did not deny the operation. Pat also covered: Iran locks the Strait of Hormuz until President Trump is out of office and drops five NEW demands Day 59: Mitch McConnell is still holding America hostage Trump signs executive order that overhauls the childhood vaccine schedule Newly released Fauci texts show he privately flagged a theoretical miscarriage risk after the COVID vaccine In a shocking event, Abdulrahman Mohamed El-Sayed endorses Ilhan Omar … Does this change how you view the constant Iran threats against Trump? Have you ever seen a presidential security move this elaborate and still kept quiet this long? If you want unfiltered truth and commonsense analysis that cuts through the noise, hit subscribe and turn on notifications. 00:00 Pat Gray UNLEASHED! 00:24 President Trump's Plane Switcheroo Due to Threat 02:24 Kaitlan Collins on Trump Switching Planes 05:22 Another California Golf Course Threat 06:22 Trump with the Latest News on Iran 08:26 Trump on the Status of the Strait of Hormuz 10:52 Iran's Demands for Reopening the Strait of Hormuz 15:41 Trump Signing New Vaccine Schedule for Kids 17:37 RFK Jr. & Food Additives 19:44 Cyborg Flight Attendant 22:04 Ron Johnson on Anthony Fauci's Texts 25:33 Mitch McConnell Continues to be Missing 31:50 Fat Five 46:29 College Football Season is Soon Upon Us! 51:59 New Footage of the Ayatollah? 54:27 AI Anti-Iran Song 58:15 DiJonai Carrington Getting some Heat 1:00:06 Oil Prices are Up Again 1:01:00 Early Voting for Midterms 1:05:19 Who Exactly IS Abdul El-Sayed??? 1:07:45 Abdul El-Sayed's Social Media Posts 1:08:49 Abdul El-Sayed Endorses Ilhan Omar 1:12:17 Hasan Piker Puff Piece 1:14:14 Nick Shirley in Spain 1:16:08 Massive Earthquake in Japan 1:19:34 Vegetables are Vanishing?! 1:24:21 Kai Trump's Six-Pack 1:25:53 Golfing with the Trumps 1:27:06 F-16 Fighter Jets & Missile Defense Vehicles 1:29:46 Pat was Wrong about Earthquakes 1:30:50 Mark Zuckerberg Wants to Give Everyone AI Learn more about your ad choices. Visit megaphone.fm/adchoices
Investors weighed signs of progress toward reopening the Strait of Hormuz, Nvidia shares kept the S and P 500 afloat, The Next Event is THIS Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios
U.S. stocks slip further from their record highs as oil prices keep swinging.
Stocks edge higher while crude oil prices continue to swing.
Investors weighed signs of progress toward reopening the Strait of Hormuz, Nvidia shares kept the S and P 500 afloat, The Next Event is THIS Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and PortfoliosSee omnystudio.com/listener for privacy information.
Nvidia makes a massive financing push, teaming up with top Wall Street bosses who pledge more than half a trillion dollars in capital. CEO Jensen Huang tells CNBC that his company's chips platform will become its own asset class. Hopes of a new deal over the Strait of Hormuz fade with President Trump claiming the U.S. fully controls the waterway and that it should be Iran who pays the U.S. reparations for 50 years of ‘damage'. Crude inches higher and Asian equities remain mixed while futures in Europe and the U.S. are flat.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
P.M. Edition for Aug. 10. The FDA has laid out new rules intended to make the food system more transparent, part of an overhaul promised by Health Secretary Robert F. Kennedy Jr. WSJ reporter Liz Essley Whyte discusses how the new rules would work and why guidelines for ultraprocessed foods didn't come today. Plus, as Iran strengthens its demands in negotiations to reopen the Strait of Hormuz, Gulf states have begun accepting a new reality: that Tehran will control the strait for the foreseeable future. We hear from WSJ Middle East correspondent Benoit Faucon about what they are doing about it. And more than 70 people have been killed in a 7.4 magnitude earthquake in Colombia. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Taylor Farms voluntarily recalls more products over salmonella concerns, yet another blow for one of the nation's biggest producers of vegetables. Also, Iran issued a long list of demands over the weekend for reopening the Strait of Hormuz. Plus, a trial for the man charged in connection with Tupac Shakur's fatal shooting gets underway Monday. And, a new generation of American gymnasts is charging full speed toward the L.A. Olympics in 2028. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
U.S. stocks are drifting near their records.
U.S. stocks edge down from their record highs after oil prices climb.
Iran has set conditions for reopening the Strait of Hormuz while formal direct talks with the U.S. remain stalled. President Donald Trump says Washington is "low-keying" negotiations as gas prices average about $4.01 a gallon. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Segment 1: Ilyce Glink, owner of Think Glink Media, and publisher of Love, Money + Real Estate on Substack, joins John to talk about what’s going on with the bond market, why interest rates are ticking higher, and Illinois leading in home price growth, and the hottest real estate markets right now. Segment 2: Jim Dallke, Director of Communications, TechNexus […]
Aug 7, 2026 – Chris Martenson of Peak Prosperity joins Jim Puplava to expose the "mystery seller" crushing oil prices in thin overnight futures markets—and why it can't last. From plunging Cushing and SPR inventories to surging diesel crack...
Rates on the rise as investors question Warsh's interest rate strategy. The traders break down what to expect from the next Fed meeting and what rising rates means for the economy. Then, oil prices dipping this week as investors anticipate a potential Strait of Hormuz deal. RBC Capital Markets Managing Director Helima Croft lays out the likelihood of an official peace deal and what the Trump administration could do next. Plus, Soundhound AI CEO Keyvan Mohajer on the future of the AI trade, SpaceX's insider shares unlock, and after hours earnings from Airbnb and Lyft. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Oil prices hold steady amid Middle East uncertainty. And Nvidia stock rallies after SpaceX names the chipmaker its exclusive supplier. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
P.M. Edition for Aug. 4. Millions of Americans are going without health insurance after the end of federal subsidies that kept their Affordable Care Act premiums down. WSJ reporter Anna Wilde Mathews discusses how that's weighing on hospital profits. Plus, strong earnings and hopes for an Iran deal send markets soaring. McDonald's aims to shake up its U.S. operations with a new boss after the U.S. division fell short in its most recent quarter. And SpaceX's revenue rose 92% in the first quarter since its IPO, while it reported a net loss of $541 million. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: SpaceX releases first-ever quarterly financial report. And Palantir shares surge after the software company reported stronger-than-expected earnings. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stijn Schmitz welcomes Martin Armstrong to the show. Martin Armstrong is CEO and Chairman of Armstrong Economics Ltd. Martin argues that the conflict with Iran was a strategic miscalculation driven by Neocons and Benjamin Netanyahu's flawed strategy of decapitation leadership, which historically never works. Contrary to assumptions, Iran is highly organized, has planned for this war for a decade, and is playing “3D chess” by targeting the Gulf states’ financial stability through attacks on Dubai and by threatening to shut down the Strait of Hormuz. This strategy is designed not just to raise oil prices but to trigger a sovereign debt crisis in the Gulf, which took on massive debts when oil prices collapsed during COVID. Armstrong connects this to the Ukraine conflict, where he describes Volodymyr Zelensky as deliberately escalating to draw NATO into a broader war, attacking Russian energy facilities and Iranian ships to merge the two conflicts. This geopolitical turmoil is occurring amid a steep global recession expected to bottom between 2026 and 2028. He identifies Japan and the Middle East as the most at-risk regions for a sovereign debt crisis, while Europe is already economically crippled, with pension funds wiped out by years of negative interest rates. This desperation is why leaders like Macron seek war. Despite the short-term bearish outlook for metals, Armstrong's computer models forecast a strong bull market from 2027 into 2032, with gold potentially reaching $7,000 to $8,000, possibly spiking to $11,000. This corresponds with his prediction that 2032 will mark the collapse of republican forms of government, driven by systemic corruption. He also expects oil prices to rise due to physical supply shortages, fueling a stagflationary environment where traditional Keynesian economics fails. Capital fleeing war zones will continue flowing into the U.S., supporting both stocks and gold. Timestamps: 00:00:00 – Introduction 00:00:33 – Guest Introduction and Background 00:01:08 – Iran Conflict Analysis 00:03:40 – Netanyahu Strategy and Failures 00:08:47 – Iran Geopolitical Strategy 00:12:00 – Historical Biases in Conflicts 00:21:10 – Ukraine War and Zelensky 00:28:00 – Sovereign Debt and Europe 00:35:00 – US Dollar and Capital Flows 00:42:37 – Gold Price Predictions 00:46:00 – 2032 Political Collapse Forecast 01:00:00 – Oil Prices and Stagflation 01:10:00 – Economic Theories Critique 01:14:30 – Concluding Thoughts Guest Links: Website: https://armstrongeconomics.com X: https://x.com/strongeconomics Facebook: https://www.facebook.com/martin.armstrong.167 Amazon Book: https://tinyurl.com/ybtrslr9 Martin Armstrong is the Owner and Researcher for the website Armstrong Economics. He is the former chairman of Princeton Economics International Ltd. He is best known for his economic predictions based on the Economic Confidence Model, which he developed. At age 13, Armstrong began working at a coin and stamp dealership in Pennsauken, New Jersey. After buying a bag of rare Canadian pennies, he became a millionaire in 1965 at the age of 15. He continued to work on weekends through high school, finding the real-world exciting, for this was the beginning of the collapse of the gold standard. Martin became captivated by this shocking revelation that there were not just booms and busts, but also peaks and valleys that would last centuries. Armstrong progressed from gold coin investments to following commodity prices for precious metals. In 1973, he began publishing commodity market predictions as a hobby, and in 1983 Armstrong began accepting paid subscriptions for a forecast newsletter. “In Armstrong’s view of the world where boom-bust cycles occur like clockwork every 8.6 years, what matters is his record as a forecaster. He called Russia’s financial collapse in 1998, using a model that also pointed to a peak just before the Japanese stock market crashed in 1989. These days, as the European sovereign-debt crisis roils markets worldwide, he reminds readers of his October 1997 prediction that the creation of the euro “will merely transform currency speculation into bond speculation,” leading to the system’s eventual collapse.” His Website Armstrong Economics offers a unique perspective intended to educate the public and organizations on the global economic and political environment’s underlying trends. Their mission is to research historical cyclical trends.
Permian Basin oil companies are reporting strong quarterly earnings, as the Iran war keeps prices up and supply restricted. West Texas, formerly in a slump, has seen an uptick in hiring and new rigs. But oil companies are moving cautiously — they want to avoid a bust after the boom. Also in this episode, more caution: Small businesses carefully weigh workforce expansion, the U.S. invests billions to prop up the Japanese yen, and a Colorado peach farmer preps for a water shortage.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Why did the U.S. just spend billions to prop up the Japanese yen?What the bond market is trying to tell usHow small- and medium-sized firms are navigating this labor market momentBecoming a freelance court reporter helped this mom find herselfHigh oil prices lift all boats in the Permian Basin, but companies remain cautiousPeaches pay the bills for Western Colorado farmers, but drought makes their future uncertain
P.M. Edition for Aug. 3. Ford spent decades producing ho-hum workhorse cars–the Taurus, the Focus. WSJ autos reporter Ryan Felton explains why the company is hitting reverse. Plus, Michigan public health officials say two people have died in connection with the cyclosporiasis outbreak. And WSJ business reporter Natasha Khan discusses why Kimberly-Clark is embarking on a moonshot effort to make paper towels and toilet paper out of a spiny desert plant called hesperaloe. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Permian Basin oil companies are reporting strong quarterly earnings, as the Iran war keeps prices up and supply restricted. West Texas, formerly in a slump, has seen an uptick in hiring and new rigs. But oil companies are moving cautiously — they want to avoid a bust after the boom. Also in this episode, more caution: Small businesses carefully weigh workforce expansion, the U.S. invests billions to prop up the Japanese yen, and a Colorado peach farmer preps for a water shortage.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Why did the U.S. just spend billions to prop up the Japanese yen?What the bond market is trying to tell usHow small- and medium-sized firms are navigating this labor market momentBecoming a freelance court reporter helped this mom find herselfHigh oil prices lift all boats in the Permian Basin, but companies remain cautiousPeaches pay the bills for Western Colorado farmers, but drought makes their future uncertain
On the first trading day of August, David Faber and Jim Cramer explored several developments of importance to the markets; The U.S.-Japan joint intervention to prop up a yen trading at 40-year lows; Stocks jump as oil prices tumble on hopes for a diplomatic solution to the U.S.-Iran conflict; AstraZeneca reportedly in merger talks with Bristol Myers Squibb to create a nearly $400 billion pharmaceutical giant. Also in focus: Starbucks gets upgraded, SpaceX hits new lows ahead of its Tuesday earnings report, Alibaba's AI bounce, a look at whether July's biggest stock losers can rebound in August, the Dow aims for a five-month win streak, the 19th anniversary of Cramer's "They know nothing!!" Fed rant. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.