Podcasts about Outlook

U.S. home inventory has climbed nearly 20% year-over-year and forecasts now suggest national home prices will either remain flat or see a slight decline over the next year. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, BN - Brookfield Corp., KPP Newsletter, Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises, HAL - Halliburton Co., NVO - Novo Nordisk A/S ADR, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Trade Negotiations with Canada, OSCR - Oscar Health Inc., KKR - KKR & Co. Inc., VIS - Vanguard Industrials ETF, ITA - iShares U.S. Aerospace & Defense ETF.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

What do the Lakers need to do to change their outcome next season? ESPN NBA Reporter Tim Bontemps joins to discuss that, and all of the fallout of the NBA Draft. Also, ESPN NFL Front Office Insider Mike Tannenbaum stops by. Plus, I'm Over It! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What do the Lakers need to do to change their outcome next season? ESPN NBA Reporter Tim Bontemps joins to discuss that, and all of the fallout of the NBA Draft. Also, ESPN NFL Front Office Insider Mike Tannenbaum stops by. Plus, I'm Over It! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What do the Lakers need to do to change their outcome next season? ESPN NBA Reporter Tim Bontemps joins to discuss that, and all of the fallout of the NBA Draft. Also, ESPN NFL Front Office Insider Mike Tannenbaum stops by. Plus, I'm Over It! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Peter Rosenberg joins the guys to break down his experience at fanfest and also discusses the outlook of the Commanders' franchise.

Looking for unique and authentic F1 merchandise? Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.racingexclusives.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Check out The RaceWknd magazine ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Title music created by J.T. the Human: https://www.jtthehuman.com/ Contact & Feedback: Find us on Apple Podcasts, Spotify or wherever you enjoy podcasts Email: scuderiaf1pod@gmail.com X: @ScuderiaF1Pod Episode Show Notes: June 26th, 2025 This week's Scuderia F1 Podcast dives deep into the latest Formula 1 news and offers a comprehensive preview of the upcoming Austrian Grand Prix. The highly anticipated "F1: The Movie" is set for release next week, boasting an impressive 89% approval rating on Rotten Tomatoes. Actor Brad Pitt was seen driving a 2023 MCL60 at COTA, adding to the film's buzz , and the F1 director has teased a "Days of Thunder" crossover as a potential sequel concept. Veteran driver Fernando Alonso has achieved a remarkable milestone, having started an astounding 35.7% of all F1 Grand Prix races in history. Young talents Dino Beganovic and Alex Dunne are set to gain valuable experience in Free Practice 1 (FP1) at Austria, stepping in for Charles Leclerc and Lando Norris, respectively. In organizational news, the FIA has restructured, resulting in the dismissal of Sara Mariani, its Head of Sustainability, Diversity & Inclusion. Istanbul race organizers have publicly stated their readiness to host a Grand Prix if the new Madrid circuit isn't completed for the 2026 season. Liberty Media has received unconditional approval to acquire MotoGP, with the deal expected to finalize by July 3, 2025. James Vowles has signed a new long-term deal with the Williams Formula 1 team, seen by drivers like Alex Albon as a powerful "vote of confidence". The podcast also features an in-depth look at the Austrian Grand Prix's rich and varied history across multiple venues, from the Zeltweg Airfield to the current Red Bull Ring. Max Verstappen has notably dominated at the Red Bull Ring in recent years, securing multiple victories. The 2024 Austrian Grand Prix saw a dramatic race where George Russell secured victory for Mercedes after a collision between Max Verstappen and Lando Norris, who were fiercely battling for the lead. Ferrari's 2025 underperformance is primarily attributed to a fundamental issue with their car's design, specifically its difficulty in running very low to the ground without incurring excessive plank wear in high-speed corners. Both Ferrari and Red Bull are anticipated to introduce substantial upgrades to their cars, with a particular focus on the upcoming Austrian Grand Prix. Key talking points for the upcoming weekend include whether Max Verstappen can reassert dominance on his home turf, Mercedes' momentum after Russell's 2024 win, McLaren's superior tire management, the impact of Ferrari's upgrades, potential track limits issues, and the performance of junior drivers in FP1. Join the conversation! Follow us on X @ScuderiaF1Pod Subscribe to the Scuderia F1 Podcast wherever you get your podcasts. Please leave us a rating and review if you enjoyed the show! Thanks for tuning in! Learn more about your ad choices. Visit megaphone.fm/adchoices

What do the Lakers need to do to change their outcome next season? ESPN NBA Reporter Tim Bontemps joins to discuss that, and all of the fallout of the NBA Draft. Also, ESPN NFL Front Office Insider Mike Tannenbaum stops by. Plus, I'm Over It! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What do the Lakers need to do to change their outcome next season? ESPN NBA Reporter Tim Bontemps joins to discuss that, and all of the fallout of the NBA Draft. Also, ESPN NFL Front Office Insider Mike Tannenbaum stops by. Plus, I'm Over It! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

In this eye-opening episode of the Ask Andrew Podcast, Kellen Ainey sits down with Andrew Sleigh from Sprott Money to dissect the latest geopolitical tensions and their impact on precious metals. From the escalating conflict between Iran and Israel to the role of silver in modern warfare, this conversation offers sharp insights into the global financial system's fragility. Andrew explains why gold and silver are vital hedges against inflation, how war spending accelerates currency collapse, and why China may soon dominate gold and silver pricing.

Nick Wilson and Jonathan Peterlin discuss Jose Ramirez's status after the Blue Jays series, and where leadership comes from in the Guardians clubhouse. Then, they give each other quick stories around sports and give their instant reaction to them.

Nick Wilson and Jonathan Peterlin discuss Jose Ramirez's status after the Blue Jays series.

00:00 High Five.19:50 AFC West outlook.33:20 Rockies shake up their front office.

The DM and EM FX strategy team discuss the new themes for currencies heading into 2H25.    Speakers: Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy Antonin T Delair, Global FX Strategy Ben Jarman, Global Economics, Rates & FX Strategy Junya Tanase, Global FX Strategy Anezka Christovova, Emerging Markets Octavia Popescu, Global FX Strategy Kunj J Padh, Global FX Strategy Ikue Saito, Global FX Strategy   This podcast was recorded on 27 June 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5018024-0, https://www.jpmm.com/research/content/GPS-4996209-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Looking at the latest outlook for the agri markets and where the risks lie ahead of upcoming formative USDA acreage and stocks reports. As we turn to 2H25, and formative stages of the northern hemisphere growing season and South American export window, most agricultural markets under coverage are trading at price levels below producer gross margins, with arguably negative risk premium across grain, sugar and cotton markets. The BCOM Agri Index down -4% YTD. Our June 2025 Fundamental Outlook continues to highlight that supply-side increases are being absorbed by demand, perpetuating the multi-year decline in global agri commodity availability through 2025/26.   Speaker Tracey Allen, Head of Agricultural Commodities Strategy   This podcast was recorded on June 27, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5008151-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.    

In this podcast Ipek Ozil and Khagendra Gupta discuss the main drivers of DM swap spreads with focus on US and German swap spreads.   Speakers:   Ipek Ozil, Head of U.S. Interest Rate Derivatives Strategy Khagendra Gupta, Head of European Interest Rate Derivatives Strategy   This podcast was recorded on June 27, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5011325-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Iranian-backed spearphishing campaign seeks out cybersecurity experts Microsoft fixes Outlook bug causing crashes when opening emails Glasgow City Council suffers cyberattack Huge thanks to our sponsor, ThreatLocker ThreatLocker® is a global leader in Zero Trust endpoint security, offering cybersecurity controls to protect businesses from zero-day attacks and ransomware. ThreatLocker operates with a default deny approach to reduce the attack surface and mitigate potential cyber vulnerabilities. To learn more and start your free trial, visit ThreatLocker.com/CISO. Find the stories behind the headlines at CISOseries.com.

Kevin Chin, CEO of VivoPower, and Adam Traidman, Chairman of the Board of Advisors for VivoPower, joined me to discuss VivoPower's XRP Treasury Strategy.Topics: - VivoPower(VVPR) Overview - Why XRP was chosen as a Treasury Asset - Building a DeFi ecosystem with XRP and Flare - Using BitGo for custody - Future of Crypto Treasury Strategy - Risks with market downsides - Holding and using the RLUSD stablecoin Show Sponsor -

How are tariffs, wars, consumer spending, oil prices, and new supply impacting industrial real estate? Moody's Economist Ermengarde Jabir joins Michael Bull for an inside look at what to expect from the current industrial market.  C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment opportunities, September 16-18th in Chicago: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow

Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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

Key Highlights: DocuWare replaces manual, paper-based processes with digital document management and automated workflows, improving efficiency, collaboration, and security. Unlike simple cloud storage, DocuWare uses AI-powered indexing, intelligent document processing, and compliance tools to actively manage documents — not just store them. Approval processes are streamlined with automatic routing, digital signatures, instant notifications, and full audit trails. It's widely used in industries like healthcare, finance, manufacturing, and transportation, reducing operational bottlenecks and cutting down on labor costs. DocuWare integrates with popular platforms like Microsoft Teams, Outlook, SAP, and most ERP systems, offering both cloud and on-premise solutions. Looking ahead, AI-driven automation, better mobile tools, and deeper ERP/CRM integration will shape the future of document management, making processes faster and smarter.

Fed-baas Jerome Powell is nog bijna een jaar de baas van de Amerikaanse centrale bank. Maar Trump zou deze zomer al 'de nieuwe Powell' willen benoemen. Volgens The Wall Street Journal mikt 'ie op september. Dat is veel eerder dan gebruikelijk. Iets waar beleggers van schrikken.We hebben het er deze aflevering over. We bespreken de kandidaten die genoemd worden, maar ook het risico van zo'n schaduwbaas. En of de angst van beleggers terecht is (en wat die dalende Dollar voor gevolgen heeft).Over centrale bankiers gesproken: we hebben het ook over de ECB. In Frankfurt hebben ze een bijzonder onderzoek gedaan. Ze hebben namelijk gekeken of ze ChatGPT kunnen inzetten voor hun onderzoek. Het korte antwoord: ja!Verder bespreken we de hype rondom het aandeel van Nvidia. Dat maakt ineens zijn comeback en dat heeft alles te maken met een aandeelhoudersvergadering en een enthousiaste topman. Al lijkt het er steeds meer op dat de aandeelhouders enthousiaster zijn dan de topman zelf... Ook gaat het over: Shell. Dat mag (omdat het geruchten over BP ontkent) nu niet op overnamepad. Jeff Bezos. Die probeert, nu Elon Musk weg is, te slijmen bij Trump. Ikea. Dat gaat de prijzen met 50 procent verlagen. See omnystudio.com/listener for privacy information.

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the macroeconomic market movers he is watching and he outlines why he is still bullish but holding off on adding to positions in gold, silver, and copper stocks, but that he has been adding to positions in dividend-paying oil stocks and rare earth stocks.   We start off looking at the financial macroeconomic factors coming back into focus this week and moving forward, now that some of the recent noise from geopolitics has faded back down.  He is not convinced in that the tariff implications are behind us, but believes the market is largely shrugging off the pause coming off of the reciprocal tariffs, and that it is likely that many of them just get pushed off further into the distance. He believes the large upcoming tax and spending bill in the US is going to mean more debt and deficits, which is a negative longer-term, but that the tax cuts are seen as a market boon because they will allow citizens to hang onto more of their own money, and thus those excess funds will find their way into the stocks markets.  Sean notes the continued weakness we've in the US long bond, US dollar, and business guidance through year end.   We discussed the fact that the gold price had surged higher in April, well before the geopolitical conflict even began between Iran and Israel, so there wasn't really any war premium to come out of the PMs, despite those recent narratives being spun. Sean noted that after seeing gold channeling sideways the last couple of months at historically very high levels, that it needed to rest. In a similar sense, after Silver broke up through long-term $35 resistance, and got up to hit $37 briefly, that it made sense for it to pull back down and retest the area of the breakout, and that this is healthy overall.   With regards to the precious metals equities, Sean is mostly holding onto the names that he and his subscribers have purchased over the last few months, but did sell his Equinox Gold Corp.(TSX: EQX) (NYSE American: EQX) position a few weeks back to free up some funds to be able to rotate down into more gold developers and silver stocks once he believes this current pullback has bottomed.   Next we shifted over to the steadily climbing copper price, noting that we've actually seen some life in the copper junior stocks, where (COPJ) has been outperforming (COPX) or (ICOP).   While he agreed this move higher in copper and the copper equities has been positive, and based on strong fundamental drivers, he's not that animated by investing in the copper juniors, and hasn't traditionally fared well in them.   Wrapping up, Sean did mention that he has been animated accumulating the better run intermediate oil stocks that pay good dividends even at current WTI oil prices, and specifically mentioned Granite Ridge Resources, Inc. (NYSE: GRNT) as an example of the type of oil stock that has his attention.   We also discussed why he is bullish on rare earth stocks that have exposure to downstream processing and separation, and he highlighted why he likes MP Materials Corp. (NYSE: MP).   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on and the macro and micro themes that are continuing to create volatility in the general equities, bonds, and commodities market, and how he has been using these moves to position in oil, copper, nuclear, uranium, and rare earths stocks.   We start off reviewing themes touched upon in our prior discussion where Nick reiterated his stance that general US equity markets would rebound, and that we are not seeing macroeconomic data that is signaling a dive into an immediate recession or depression.  He outlines how there has been improved GDP estimates for Q2 over Q1 and expects that trend to continue.  We've seen inflation ticking up modestly on the back of stronger commodities prices and when that has been paired with the outperformance of the industrials sector, these foreshadow more economic expansion and growth on tap for later in this year, albeit, after a potential summer slowdown.  We talk how the markets so overreacted in the tariff tantrums a couple of months ago, and that despite the pause in the reciprocal tariffs coming off in 2 weeks, that the market is not being as reactionary and has had steady progress to the upside.     Nick remains bullish on oil & gas, copper, nuclear, uranium, and rare earth stocks because is anticipated a continued reflationary trade across the commodities complex.  for fundamental reasons as well as recent pricing strength momentum.  He noted again playing domestic copper and base metals production through companies like Freeport-McMoRan Inc. (NYSE: FCX); he was also active last year and early this year putting capital to work in junior copper exploration companies.   Shifting over to all the macro tailwinds in the nuclear and uranium sector, we discuss the 4 new Trump administration executive orders on the nuclear industry, the new reactor builds announced in New York, Great Britain, the capital being raised by SMR companies including Bill Gates TerraPower, and the further announcements from large technology companies like Meta that is going to partner with Constellation to source more nuclear power to fuel their digital futures.  Nick outlines that while small modular reactor stocks like NuScale Power Corporation (NYSE: SMR), Nano Nuclear Energy Inc (NYSE: NNE), and Oklo Inc (NYSE: OKLO) have surged, that he believes it will be the companies that can supply the market with the necessary nuclear fuel, uranium, that he is most constructive on for future value appreciation.    He mentioned using the sector pullback a couple of months back to add to his position in the junior uranium mining ETF (URNJ) and that he is maintaining positions in Energy Fuels Inc. (TSX: EFR) (NYSE American: UUUU) and Denison Mines Corp. (TSX: DML) (NYSE American: DNN), while researching companies like IsoEnergy Ltd. (NYSE American: ISOU) (TSX: ISO) and Homeland Uranium Corp. (TSXV: HLU) (OTCQB: HLUCF) as domestic North American companies that can benefit from the coming price response to the clear supply/demand imbalances in the market.   The discussion on Energy Fuels, also brings in their exposure to producing rare earths, and how this is still a part of the commodities sector that he remains bullish on moving forward.  Nick reminds listeners of one of the ways he has been playing rare earths recycling through a position in CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF), and how this position has been performing quite well over the last few months.   Click here to follow Nick's analysis and publications over at Digest Publishing

Hour One of the Good Morning Football Podcast begins with the outlook for Aaron Rodgers in 2025. Hosts Mike Yam, Isaiah Stanback, Terron Armstead, and Rashad Jennings discuss how Rodgers fits in with the Steelers. Which team has the best 1-2 running back punch in the NFL? Plus, DE Darrell Taylor talks about joining the Texans and gives his thoughts on QB CJ Stroud! Stay tuned for Hour 2 of the GMFB Podcast! The Good Morning Football Podcast is part of the NFL Podcast Network See omnystudio.com/listener for privacy information.

Interactive Brokers' Steve Sosnick and Invesco's Brian Levitt break down the momentum and what could keep it going as the S&P 500 approaches record high. U.S. Special Envoy for Peace Missions Steve Witkoff discusses potential off-ramps to conflict in the Middle East and the state of the Iran-Israel ceasefire. PIMCO's Pramol Dhawan weighs in on global markets and emerging risks. Vanguard Chief Global Economist Joe Davis lays out his midyear outlook for rates, growth, and asset allocation. Plus, Scott Cohn reports from Meta's sprawling new data center campus in Louisiana, examining which states are winning the AI infrastructure race. 

Vince Lanci's Gold & Silver Ooutlook For Second Half Of 2025 Amazingly we're almost halfway through 2025, and it's safe to say that the first half had no shortage of activity for the financial markets. But after everything we've seen, including this week's selloff, what can you expect in the second half of the year? Vince Lanci shares his outlook for gold and silver over the next 6 months in today's show. And to find out what he's expecting, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University. He is also the co-author of the recently released book “Making Money Work: How to Rewrite the Rules of our Financial System”During our conversation we spoke about Steve's outlook for the economy, how uncertainty is created during this system shift, change in banking policy, how the FED are too hawkish, potential for a recession and more. I hope you enjoy!0:00 - Introduction2:48 - Outlook on the economy6:22 - Drivers of money supply7:40 - Higher interest rates11:04 - Changing bank policy?13:15 - Uncertainty in markets?16:49 - Recession?17:50 - Trump economic revolution?21:52 - FED too hawkish?25:12 - One message to takeaway?Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China's International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world's third-most influential economics influencer by FocusEconomics in Barcelona, Spain.Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0X - https://x.com/steve_hankeBio - https://www.independent.org/aboutus/person_detail.asp?id=516WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseas

Micron (MU) has recovered significantly alongside other chip stocks after tapping 2-year lows last April. Nick Raich says a "beat doesn't matter" in earnings, suggesting the company needs a raise and other strong indicators of A.I. growth for its rally to continue. Frances Stacy says that could come from demand in customers like Nvidia (NVDA) for Micron's bandwidth memory chips.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ed Nabrotzky, CEO of Dot Ai (DAIC) joins Market on Close to talks about what his company does and why it recently debuted on the Nasdaq. As for Dot Ai's strategy, Ed talks about the "tremendous growth opportunities" he sees as the company grows in several industries. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

For this podcast, it’s just yours truly. With 2H25 in mind, I go over trade wars, Middle East tension, and the US economy. Then I take a bunch of questions from clients and colleagues. We go over asset allocation, US debt outlook, attractiveness of Asian sovereign bonds, and a few non-market questions. Enjoy!See omnystudio.com/listener for privacy information.

Midyear Outlook: Getting in Sequence by ClearBridge Investments

By one estimate, there are now over 100,000 federal employees currently on paid administrative leave. Some took the deferred resignation option offered early in the Trump Administration, but about 50% were put on administrative leave involuntarily. Public Employees for Environmental Responsibility has filed with the Office of Special Counsel claiming that administrative leave status was imposed illegally. Here with more on their argument and its status is PEER's senior counsel, Peter Jenkins.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Het lijkt dan toch te gaan gebeuren: Shell wil BP overnemen. Het zou gaan om een deal van 80 miljard dollar, meldt The Wall Street Journal. Al jaren wordt er gespeculeerd over het samensmelten van deze twee grote oliegiganten, maar de hoop op een snelle overname werd vorig week nog de kop ingedrukt door uitgerekend de ceo zelf. En ook vandaag wist het bedrijf niet hoe snel ze het nieuws moesten ontkennen. Hoe zit het nou? En wie heeft er gelijk? We proberen er de vinger op te leggen deze aflevering. We kijken ook naar Worldline, een Franse concurrent van Adyen. Ze zijn er vooral voor klanten die door elke andere betaalverwerker al zijn uitgekotst, blijkt uit onderzoek van 21 kranten, waaronder NRC. Het bedrijf verdiende bewust geld aan frauderende klanten: gok- en porno-sites die nergens terecht konden, werden bij Worldine met open armen ontvangen. De koers van het betaalbedrijf was al om te huilen, maar wat er nog van over was, stortte vandaag ook in elkaar. En de ceo van Prosus doet een ambitieuze belofte: hij wil de omzet tegen 2028 verdubbelen. Deze Fabricio Bloisi bezit sowieso een flinke voorraad verdubbelaars. Vlak na z'n aantrede beloofde hij de beurswaarde van Prosus te verdubbelen en deze week rapporteerde het bedrijf een verdubbelde winst. Of hij die omzetbelofte ook waar kan maken, gaan we bespreken. See omnystudio.com/listener for privacy information.

In this episode, Konstantin Boehmer, Portfolio Manager and Head of Fixed Income, shares his outlook on central bank policy heading into the summer. He discusses the Fed's cautious stance as it navigates persistent inflation and slowing growth, highlighting the critical role of labour market data in shaping future decisions. Konstantin also examines the evolving market perception of the “One Big Beautiful Bill,” explaining why fiscal concerns may be overstated and how bond markets are adjusting. Finally, he explores the potential for future rate cuts by the Bank of Canada and flags key risks on the horizon, from rising geopolitical tensions to renewed tariff pressures. This episode was recorded on June 19, 2025.

The 361Firm Briefing on June 24, 2025, covered global economic and geopolitical updates, including the impact of the Iran situation on oil prices and the potential for regime change. Stephen Burke highlighted economic uncertainties, with global growth revisions down to 2.3% and the Fed's dual mandate challenges. John Price discussed Latin America's robust growth, driven by favorable demographics and economic reforms, predicting 2.1% growth this year. Tim McCarthy emphasized Eurasia's recovery potential, noting a 7.6 PE ratio and 3% average growth. Yuyo Angoma-Mzini highlighted Africa's tech-driven solutions and the recovery from the funding winter, with $1 billion in VC funding reached by mid-May 2025. The meeting discussed economic and investment opportunities in Africa, India, and Saudi Arabia. Yuyo Angoma-Mzini highlighted currency challenges and technology adoption in Africa, noting a 7.4% Q4 GDP growth in India, and 6.5% projected for the current year. Serene from Dovetail detailed India's $3.3 trillion asset under custody, with $370 billion from the US, and a 6.5% inflation rate. Areej from Saudi emphasized the country's rapid development and investment from global firms, including BlackRock. The discussion also covered the impact of the Mexican judicial election on economic development and the creation of breakout rooms for further discussions.You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:  - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onboard as Banker: www.361firm.com/bankers - Events: www.361firm.com/events - Content: www.youtube.com/361firm - Weekly Digests: www.361firm.com/digest

Aaron and Nick recap last night's rays win and look ahead at the Rays schedule which has many road games remaining. Can they keep this pace up with so much time on the road left? We debate here.

Mike Gallagher, Drew Dinkmeyer and Austin Yamada take a look back at a Game 7 which was sadly overshadowed by Tyrese Haliburton's injury to assess whether the Thunder can buck the recent trend of one-and-done NBA champions, what the Pacers and Haliburton look like next year through his recovery before finally touching on the huge Kevin Durant trade which took place on Sunday night. 

Rick Stroud and Steve Versnick on the Bucs outlook this season after our interview with Jason Licht plus the Rays remain hot as Chandler Simpson has been called back up for tonight's game in Kansas City. Hosted on Acast. See acast.com/privacy for more information.

 It’s peak harvest time for sweet cherries in Oregon and Washington. Growers in the Pacific Northwest are anticipating a strong crop this year, with a higher yield than last year’s harvest. But what they weren’t anticipating was a workforce shortage that’s being driven by the fear of immigration enforcement raids. KUOW reported earlier on how this issue is threatening the livelihoods of cherry farmers in Washington.    The immigration crackdown is also clouding the outlook for cherry growers in Oregon, according to Ian Chandler, chair of the Oregon Sweet Cherry Commission and the co-owner of CE Farm Management, a cherry orchard in The Dalles. Chandler said he’s not aware of any recent immigration enforcement raids on farms in the Columbia Gorge. But he says the fear of potential enforcement activity led to a 50% reduction in available workers for most cherry farmers in the region at the start of harvest two weeks ago.   Some migrant farm workers whose employers obtained H-2A visas for them have also been stuck at the border in Mexico and unable to help with the harvest in The Dalles, according to Tiffany Davis, business manager for K&K Land and Management. Chandler, Davis and Monica Zipprich, an orchard manager at K&K Land and Management, join us to talk about the toll federal immigration enforcement is taking on the Oregon sweet cherry industry.  

TSN Hockey Insider Bob McKenzie joined OverDrive to discuss the headlines around his Final Draft Rankings for the NHL Entry Draft, Matthew Schaefer ranking atop of the list, Schaefer's dynamic skill set on the blue line, the outlook for the rest of the draft and more.

(00:00) Zolak & Bertrand begin the top of the third hour resetting their thoughts on the Holiday trade by diving into some music thoughts. (11:52) The guys take calls and reactions on everything thus far from the show. (25:49) The guys touch more on music and this or that. (34:44) We finish the hour talking about what NBA teams are ahead of the Celtics next season without Jayson Tatum.

In this episode of Couchonomics with Arjun, we sit down with Tim Levene, CEO of Augmentum Fintech, the UK's only publicly listed fintech venture capital firm.From going public to backing infrastructure instead of hype, Tim shares what permanent capital allows that traditional VC structures don't and why he believes the next decade of fintech will be won with discipline, not just disruption.What we cover:

Goldman Sachs' Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in the second half of 2025.  This episode was recorded on June 17, 2025.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hour One of the Good Morning Football Podcast begins with the Giants rebuild for 2025. Hosts MJ Acosta-Ruiz, Isaiah Stanback, Terron Armstead, and Rashad Jennings discuss how quickly thinks can be turned around in NY. Turning to the AFC, Terron helps us look at the Dolphins. Plus, Cooper Kupp talks about joining the Seahawks and playing alongside Sam Darnold. Stay tuned for Hour 2 of the GMFB Podcast! The Good Morning Football Podcast is part of the NFL Podcast Network See omnystudio.com/listener for privacy information.

It all started with a trip to Cuba. Our guest on Outlook this week explains: At one moment in life you don't really know what you're doing and then, all of a sudden, you get this opportunity and a huge passion just grew out of it. From Belgium to Canada, Linsay Lusyne has a love of travel, opening it up to everyone along the way starting with a previous experience training blind people on navigating and guide dogs for blind travel before travel coaching in a different way. Lusyne shares about growing up on the coast of a small European country and her early memories of saving up for eye surgery at age five,, about her family's reaction when she left for an island trip, and the empowering feeling she had from that first big solo adventure. We discuss her entry into training guide dogs and their companions which started with a love of dogs and an internship, the move she made to Canada with a desire for long-term travel, and her eventually stepping into becoming a travel coach who helps plan and book travel including recently creating group trips and trips of all kinds, as she helps blind travellers in particular to break down their travel and adventure dreams into manageable actionable steps. As a sighted lover of travel and with her knowledge of orientation and mobility and guide dogs, she runs the Vision Loss Travel group on Facebook and hosts meet-up calls to discuss the group trips she organises with both sighted and blind people, showcasing her love of experiencing the world as independently as one possibly can for everyone. Lindsay says: Travel is not about ticking destinations off a list. I believe in the transformative power of exploration, and I'm passionate about making travel accessible and life changing for those with vision loss.” Check out more about Linsay Lusyne, Travel Coach, by visiting her website: https://www.visuallyimpairedtravel.com Find her Vision Loss Travel Community on Facebook: https://www.facebook.com/groups/617168270274903/

In Judith Obina Okumu's imagination, Joseph Kony was a monster. As leader of the Lord's Resistance Army he'd fought a decades-long war against the government of Yoweri Museveni – displacing and destroying hundreds of thousands of lives across Northern Uganda in the process. But one day, a visit from a stranger would challenge Judith to face her fears. In her role as assistant private secretary to President Museveni, Judith was introduced to Joseph Kony's mother, Nora Anek. After three years of gaining her trust, Judith asked Nora if she would go to meet her son at his forest hideout and persuade him to engage with peace talks. What Judith didn't know was that the President wanted her to go too. She was convinced it was the last journey she'd ever make. But after 14 days of talks, Judith and Nora helped broker peace in Northern Uganda. Lives Less Ordinary is a weekly podcast from the BBC World Service that seeks out the most incredible true stories from around the world. Step into someone else's life and expect the unexpected.  Each episode, a guest shares their most intimate and defining personal story. Listen for real-life accounts, unbelievable twists, and inspiring journeys, which prove just how extraordinary the human experience can be.Lives Less Ordinary is brought to you by the team behind Outlook, the home of human storytelling on the BBC World Service for nearly 60 years.Got a story to tell? Send an email to liveslessordinary@bbc.co.uk or message us via WhatsApp: 0044 330 678 2784Presenter: Jo Fidgen Producer: Anna Lacey

Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum' bonds, despite Asia's growth drag.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Kelvin Pang: And I'm Kelvin Pang, Head of Asia Credit Strategy. Andrew Sheets: And today in the program we're going to finish our global tour of credit markets with a discussion of Asia. It's Friday, June 20th at 2pm in London. Kelvin Pang: And 9pm in Hong Kong. Andrew Sheets: Kelvin, thank you for joining us. Thank you especially for joining us so late in your day – to complete this credit World tour. And before we get into the Asia credit market, I think it would just be helpful to frame at a very high level – how you see the economic picture in the region. Kelvin Pang: We do think that the talks and potential deals will probably provide some reprieve towards the growth for the region, but not a big relief. We do think that tariff uncertainty will linger here, and it will keep growth low here; especially if we do think that CapEx of the region will be weaker due to tariff uncertainty. A weaker U.S. dollar, for example, plus monetary easing will help offset some of this growth drag. But overall, we do think that the Asia region could see 90 basis point down in real GDP growth from last year. Andrew Sheets: So, we've got weaker growth in Asia as a function of high tariffs and high tariff uncertainty that can't be offset by further policy easing. In the context of that weaker growth backdrop, higher uncertainty – are credit spreads in the region wide? Kelvin Pang: No, they're actually really low. They're probably at like the lowest since we start having a data in 2013. So definitely like a 12 to 13 year low of the range. Andrew Sheets: And so why is that? Why do you have this kind of seemingly odd disconnect between some real growth challenges? And as you just mentioned, really some of the tightest credit spreads, some of the lowest risk premiums that we've seen in quite some time? Kelvin Pang: Yeah, we get this question a lot from clients, and the short answer is that, you know, the technicals, right? Because the last two years, two-three years, we've been seeing negative net supply for Asia credit. A lot of that is driven by China credit. And if you look at year-to-date, non supply remain still negative net supply. And demand side, for example, has not really picked up that strongly. But it still offsets any outflows that we see the last two-three years; is offset by this negative net supply. So, you put this two together, we have this very strong technicals that support very tight spread. And that's why spread has been tight at historical end in the last, I would say, one to two years. Andrew Sheets: Do you see this changes? Kelvin Pang: Yeah, we do think it's changed. We have a framework that we call the normalization of Asia Credit technicals. And for that to change, essentially our framework is saying that Treasury yields use need to go down, and dollar funding need to go down. Cheaper dollar funding will bring back issuers. Net supply should pick up. Demand for credit tends to do well in a rate cut cycle. Demand tends to pick up in a rate cut cycle. So, if we have these two supports, we do think that Asia credit technicals will normalize. It's just that, you know, we have four stages of normalization. Unfortunately we are in stage two now, and we still have a bit of room to see some further normalization, especially if we don't get rate cuts. Andrew Sheets: Got it. So, you know, we do think that if Morgan Stanley's yield forecasts are correct, yields are going to fall. Issuers will look at those lower yields as more attractive. They'll issue more paper in Asia and that will kind of help rebalance the market some. But we're just not quite there yet. Kelvin Pang: Yeah, we feel like this road to rate cuts has been delayed a few times, in the last two-three years. And that has really been a big conundrum for a lot of Asia credit investors. So hopefully third time's a charm, right. So next year's a big year. Andrew Sheets: So, I guess while we're waiting for that, you also have this dynamic where for companies in Asia, or I guess for any company in the world, borrowing money locally in Asia is quite cheap. You have very low yields in China. You have very low local yields in Japan. How do those yields compare with the economics of borrowing in dollars? And what do you think that, kind of, means for your market? Kelvin Pang: Yeah, I think the short answer is that we are going to see more foreign issuers in local currency market. And, you know, we wrote a report in in March to just to pick on the dim sum corporate bond market. It benefits… Andrew Sheets: And Kelvin, just to stop you there, could you just describe to the listener what a dim sum bond is? And probably why you don't want to eat it? Kelvin Pang: Yes. So dim sum bond is basically a bond denominator in CNH. So, CNH is a[n] offshore Chinese renminbi, sort of, proxy. And it's called dim sum because it's like the most local cuisine in Hong Kong. Most – a lot of dim sum bonds are issued in Hong Kong. A lot of these CNH bonds are issued in Hong Kong, And that's why, [it has] this, you know, sort nickname called dim sum. Andrew Sheets: So, what is the outlook for that market and the economics for issuers who might be interested in it? Kelvin Pang: Yeah. We think it's a great place for global issuers who have natural demand for renminbi or CNH to issue; 10 years CGB is now is like 1.5-1.6 percent. That makes it a very attractive yield. And for a lot of these multinationals, they have natural renminbi needs. So, they don't need to worry about the hedging part of it. And what – and for a lot of investor base, the demands are picking up because we are seeing that renminbi internationalization are making some progress. You know, progress in that means better demand. So, overall, we do think that there is a good chance that the renminbi market or the dim sum market can be a bit more global player – or global, sort of, friendly market for investors. Andrew Sheets: Kelvin, another sector I wanted to ask you about was the China property sector. This was a sector that generated significant headlines over the last several years. It's faced significant credit challenges. It's very large, even by global standards. What's the latest on how China Property Credit is doing and how does that influence your overall view? Kelvin Pang: it's been four plus years, since first default started. and we've been through like 44 China property defaults, close to about 127 billion of total dollar bonds that defaulted. So, we are close to the end of the default cycle. Unfortunately, the end or default cycle doesn't mean that we are in the recovery phase, or we are in the speedy recovery phase. We are seeing a lot of companies struggling to come out restructuring. There are companies that come out restructuring and re-enter defaults. So, we do think that it is a long way to go for a lot of these property developers to come out restructuring and to get back to a going concern, kind of, status – I think we are still a bit far. We need to see the recovery in the physical property markets. And for that to happen, we do need to see the China economy to pick up, which give confidence to the home buyers in that sense. Andrew Sheets: So, Kelvin, we started this conversation with this kind of odd disconnect that kind of defines your market. You have a region that has some of the most significant growth risks from tariffs, some of the highest tariff exposure, and yet also has some of the lowest credit risk premiums with these quite tight spreads. If you look more broadly, are there any other kind of disconnects in your market that you think investors around the world should be aware of? Kelvin Pang: Yeah, we do think that investors need to take advantage of the disconnect because what we have now is a very compressed spread. And we like to be in high quality, right? Whether it is switching our Asia high yield into Asia investment grade, whether it is switching out of, you know, BBB credit into A credit. We think, you know, investors don't lose a lot of spread by doing that. But they manage to pick out higher quality credit. At the same time, we do think that one thing unique about Asia credit is that we have significant exposure to tariff risk. Asia countries are one of the few that are, you know; seven out the 10 countries that are having trade surplus with the U.S. And that's why we think that the iTraxx Asia Ex-Japan CDS index could be a good way to get exposure to tariffs. And the index did very well during the Liberation Day sell off. Now it's trading back to more like normal level of 70-75 basis point. We do think that, you know, for investors who want long tariff with risk, that could be a good way to add risk. Andrew Sheets: Kelvin, it's been great talking to you. Thanks for taking the time to talk. Kelvin Pang: Thank you, Andrew. Andrew Sheets: And thank you listeners as always, for your time. If you find Thoughts of the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.