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US equities were mostly lower in Thursday trading near their worst levels, although the S&P500 and Nasdaq are both still on pace for weekly gains. Big tech earnings were in focus, highlighting the elevated capex levels that are being seen as crucial for the broader AI trade
US equities finished mostly lower in Wednesday trading, with the Dow Jones closing down 16bps, the S&P500 flat, and the Nasdaq +55bps. The Federal Reserve cut rates by 25 bp at their October meeting, with the economic summary noting activity has been expanding at a moderate pace, the labor market had seen slower job gains, but that the unemployment rate has remained low. September pending-home sales were unchanged m/m vs consensus for a 90bps increase. Nvidia extended a big Tuesday rally on Trump comments that he will discuss Blackwell chips in the upcoming meeting with China's Xi on Thursday.
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
2025上半年最會賺錢的投資人,不是巴菲特,而是橋水基金創辦人達利歐, 他的旗艦基金「Pure Alpha」上半年報酬率達17%,勝過S&P500,也贏過波克夏。(不過要先告訴你,你我都買不到) 這能表示達利歐贏過了巴菲特嗎? 還真不能用半年就來看輸贏,其實這兩位投資界的神級人物,一個看宏觀經濟、研究國家循環;一個看企業體質、等待低估價, 雖然方式不同,但其實有個共通之處,而這個共通點正是他們的「不敗原則」... / 吳淡如首度公開 30 年理財實戰經驗
Crypto News: Citi bank partners with Coinbase to offer crypto to its clients and using stablecoins for payments. IBM's ‘Digital Asset Haven' aims to turn crypto into corporate infrastructure. Multiple altcoin ETFs will launch tomorrow which includes Solana, HBAR, and Litecoin.Brought to you by
Les investisseurs semblent rassurés après les signes de détente commerciale entre les deux pays.Après des semaines de tension, les négociateurs américains et chinois se sont déclarés proches d'un accord, notamment sur les terres rares.Cette avancée intervient juste avant la rencontre entre Donald Trump et Xi Jinping prévue ce jeudi.En réaction, l'eurostoxx50 a fini en hausse de 0.60%, et à la clôture européenne, le S&P500 grimpait de près de 1%.Du coté des taux américains, avec une inflation moins élevée que prévu, les investisseurs s'attendent demain avec une probabilité de près de 97% à ce que la Fed abaisse ses taux de 25 points de base.Du coté des publications de résultats, les investisseurs retiennent leur souffleCinq des « 7 Magnifiques », Apple, Microsoft, Alphabet, Amazon et Meta Platforms, dévoileront leurs comptes demain et jeudi soir. Les investisseurs seront attentifs à leurs perspectives en matière de développement de l'intelligence artificielle. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
La sola promessa di una tregua spinge i mercati a nuovi record grazie alla riscossa dei chip. Dal Liberation Day l'S&P500 ha guadagnato 16.000 miliardi di dollari di capitalizzazione: eccessivo ottimismo? L'Asia di prende una pausa, l'oro rimane sotto i 4mila dollari. C'era una volta Mediobanca, oggi l'assemblea: Mps apre il cantiere dell'integrazione. Learn more about your ad choices. Visit megaphone.fm/adchoices
Giełdy w USA biją historyczne rekordy po zapowiedzi porozumienia handlowego między Stanami a Chinami. Rząd w Warszawie zajmie się powołaniem Funduszu Bezpieczeństwa i Obronności oraz zmianom w obronie cywilnej. Sąd w Katowicach rozstrzygnie, czy Henryk Kania otrzyma list żelazny, a rynki czekają na decyzję FED w sprawie stóp procentowych.Spis tematów poruszonych w odcinkuRekordowe wzrosty S&P500, Nasdaq i Dow Jones po informacji o porozumieniu USA–ChinyNadchodzące spotkanie Trump–Xi Jinping w Korei Południowej i jego znaczenie dla globalnego handluPosiedzenie rządu RP: zmiany w Programie Ochrony Ludności i utworzenie Funduszu Bezpieczeństwa i Obronności (4,65 mld euro z KPO)Nadzwyczajne walne Orlenu: zmiany w radzie nadzorczej i roszczenia wobec byłego zarząduDecyzja sądu w Katowicach w sprawie listu żelaznego dla Henryka KaniOczekiwana obniżka stóp procentowych przez FED i jej wpływ na dolara – komentarz Piotra MatysaSylwetka Artura Deli, założyciela Eneris – od emigranta do miliardera inwestującego w zielone technologiePremiera nowego odcinka podcastu PB Nieruchomości o kryzysie branży i rozmowa o zagrożeniach AI z Edim Pyrkiem
In this week's Macro Mondays James Todd is joined by Ed Hayden-Briffett and Will Cunliffe to unpack another turbulent week across global markets. US equities hit fresh all-time highs as lower-than-expected CPI data fuels optimism - yet the rally is increasingly narrow, driven by speculative tech names with little to no earnings. Meanwhile, recession risks are flashing red, with UBS warning of a 93% probability and nearly a third of US states already contracting. In Asia, China's deflation deepens to its worst levels since 2004, while GDP growth slips below target and fixed-asset investment turns negative, underscoring the fragility of its recovery.Commodities told a very different story: gold suffered its biggest single-day fall since 2013, silver followed suit, and the dollar rebounded as traders priced out rate cuts. Oil surged on renewed Russian sanctions, and volatility returned to precious metals markets. Key highlights include:✅ U.S. equites make new all-time highs S&P500 and Nasdaq✅ While Gold & Silver come crashing down to earth✅ Brent spikes on fresh Russian sanctions✅ US CPI come in lower than expected
Wall Street closed in record territory on Friday after cooler-than-expected inflation data in the U.S. boosted investor optimism that the Fed can continue on its rate cutting journey. The Dow Jones rose 1.01% to close at a record over 47,000 for the first time, while the S&P500 added 0.8% also at a fresh record and the Nasdaq rounded out the trifecta of records closing the day up 1.15%. September CPI in the U.S. came in at a rise of 0.3% taking annual inflation to 3%, below the 0.4% and 3.1% readings economists were expecting.In Europe on Friday markets closed higher as U.S. inflation came in lower than expected. The STOXX 600 rose 0.2%, Germany's DAX added 0.13%, the French CAC closed flat, and in the UK, the FTSE100 ended the day up 0.7%.Across the Asia region on Friday, markets closed higher as reports surfaced that trade negotiations between the U.S. and China will resume this week. Japan's Nikkei rose 1.35%, South Korea's Kospi Index added 0.11%, and Hong Kong's Hang Seng gained 0.74%.The ASX200 posted a 0.15% loss on Friday as President Trump ended trade talks with Canada and negotiations with China failed to progress on Friday especially over rare earth supplies, causing investors to remain concerned over the instability of the global trade landscape.Mount Gibson Iron tanked over 25% on Friday after the Australian iron ore producer announced a significant rockfall event at the company's Koolan Island operations has forced the halt of production at the operation of the 80-year-old mine. What to watch today:On the commodities front this morning oil is trading 0.5% lower at US$61.50/barrel, gold is down 0.34% at US$4111.89/ounce and iron ore is flat at US$105.55/tonne.The Aussie dollar has strengthened against the greenback to buy 65.47 US cents, 100.02 Japanese yen, 48.84 British pence and 1 New Zealand dollar and 14 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.3%.Trading ideas:Bell Potter has initiated coverage of Elsight (ASX:ELS) with a buy rating and a 12-month price target of $1.90 on the tech company that specialises in creating secure, continuous, and reliable communication solutions for unmanned systems like drones and robotics. Elsight is a buy from Bell Potter's analyst because it provides a mission-critical communication platform for unmanned systems, positioning it as a pure-play enabler of the rapidly expanding global drone and defence markets. With strong validation from repeat OEM orders, accelerating sales investment, and a scalable, recurring-revenue model, ELS offers compelling growth and valuation upside.Trading Central has identified a bullish signal on New Hope Corporation (ASX:NHC) following the formation of a pattern over a period of 28-days which is roughly the same amount of time the share price may rise from the close of $4.00 to the range of $4.80 to $4.95 according to standard principles of technical analysis.
Shutdown ? On s'en fout. Dette à 38'000 milliards ? On s'en fout. Inflation ? “Moins pire”, donc tout va bien. Le S&P500, le Nasdaq et même le SOX volent de record en record pendant que Trump menace, négocie, insulte, puis re-négocie et RE-RE-négocie.— et que Powell s'apprête à ...baisser les taux. Pendant ce temps, en Suisse, Roche déçoit, Lonza cartonne, Galderma rayonne, Sonova innove et Schindler licencie… mais globalement, tout le monde garde le sourire, parce que l'espoir d'une baisse de taux fait office de dopamine collective. Bref : le monde brûle, mais la Bourse a du feu dans les yeux Et la semaine prochaine ? Powell, Trump, Xi, les Magnificent 7 et une avalanche de résultats… autant dire qu'on ne va pas s'ennuyer.
US equities were lower in Wednesday trading, though ended off worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 71bps, 53bps, and 93bps respectively. Easiest excuse for today's downside largely tagged to potential escalation in US-China trade tensions. Earnings saw high-profile disappointments from Netflix and Texas Instruments, with high bar for some of the AI power theme names, and additional reprieve from recent credit concerns from some financial reporters. Treasury's auction of $13B in 20Y notes was well received, stopping through by 1.2bp, though foreign demand was below recent averages.
Wall Street closed lower on Wednesday as investors assessed further updates out of Washington signalling dwindling progress on the trade front between the U.S. and China. The Dow Jones lost 0.71%, the S&P500 declined 0.53% and the Nasdaq ended the day down 0.93%.In Europe overnight markets in the region closed mixed as investors assessed corporate earnings results out in the region. The STOXX 600 fell 0.2%, Germany's DAX lost 0.74%, the French CAC declined 0.63% and, in the UK, the FTSE100 ended the day up 0.93%.Asia markets traded mixed on Wednesday as investors assessed key trade data out of Japan alongside the country's new leadership transition. For September, Japanese exports increased 4.2% YoY to snap four months of declines, however, the data came in lower than economists were expecting of 4.6% growth. Japan's Nikkei closed flat on Wednesday while Hong Kong's Hang Seng fell 0.94%, South Korea's Kospi Index rose over 1.5% and India's Nifty 50 ended the day up 0.1%.The local market closed the midweek session 0.71% lower as a materials sell-off of more than 3% weighed on gains among energy and tech stocks. The price of gold slumped over 6% overnight amid widespread profit taking and strength in the USD which spooked investors into panic sell mode out of gold miners on Wednesday. Genesis Minerals, Evolution Mining and Ramelius Resources each fell over 10% at the closing bell on Wednesday.Homewares retailer Adairs (ASX:ADH) jumped 8.3% yesterday despite downgrading group sales forecast guidance for H1 to between $319.5m to $331.5m, down from the prior guidance of $324.5m to $336.5m, however margins were upgraded to the higher end of the forecast region at 59%-59.5%. Investors likely welcomed the pullback in promotional activity announced by the company amid moderated sales growth.And weaker-than-expected revenue and rising jet costs hit Air New Zealand (ASX:AIZ) yesterday with shares in the airline falling 1% after the company announced it expects to report a pre-tax loss between NZ$30m and NZ$55m for the first half. What to watch today:On the commodities front this morning oil is trading 4.25% higher at US$59.67/barrel, gold is down 0.52% at US$4103/ounce and iron ore is up 0.03% at US$105.53/tonne. The Aussie dollar has strengthened against the greenback to buy 64.92 U.S. cents, 98.64 Japanese yen, 48.51 British pence and 1 New Zealand dollar and 13 cents.Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.17%.Trading Ideas:Bell Potter has downgraded the rating on Aeris Resources (ASX:AIS) from a buy to a hold and have raised the 12-month price target on the copper producer following the release of the company's September quarterly report including results meeting the analysts' expectations for lower 1HFY26 production. The reason for the downgrade is simply due to recent share price appreciation of the company.Trading Central has identified a bearish signal on Viva Energy (ASX:VEA) following the formation of a pattern over a period of 22-days which is roughly the same amount of time the share price may fall from the close of $1.74 to the range of $1.54 to $1.58 according to standard principles of technical analysis.
In the US overnight, Wall St closed trading mixed higher as investors responded to stronger-than-expected corporate earnings results out of key names like Coca-Cola and 3M. The Dow Jones is closed up 0.47%, the S&P500 is closed flat and the Nasdaq closed down 0.16%Across Europe overnight, markets closed higher led by strong gains for defence stocks in the region. The STOXX 600 rose 0.2%, Germany's DAX added 0.3%, the French CAC climbed 0.64% and, in the UK, the FTSE100 ended the day up 0.25%. The Asia markets closed mostly higher as Japan's first female Prime Minister was announced and investors continued to assess trade negotiations in the region. Japan's Nikkei rose 0.27%, South Korea's Kospi Index added 0.24%, Hong Kong's Hang Seng gained 0.76% and China's CSI index ended the day up 1.53%. The local market extended its green run this week into Tuesday's session with the key index gaining 0.7% at the closing bell driven by the materials sector after Australia and the US agreed to invest a combined US$3bn in critical minerals projects, as part of Prime Minister Albanese's visit to the White House. Gold reset its record yesterday topping US$4381/ounce for the first time which propelled local gold miners higher, while rare earths producers were bought into on the back of the US-Australia critical minerals deal.HUB24 (ASX:HUB) surged over 10% yesterday after platform funds under administration rose 8% over the September quarter to $122bn, while DroneShield (ASX:DRO) also rose 8.7% as investors bought back into the counter-drone technology company. What to watch today:On the commodities front this morning, oil is trading 0.7% higher at US$57.42/barrel, gold is down 5.56% at US$4116/ounce as the US dollar strengthened and profit-taking kicked in following the price of the precious commodity hitting a fresh record over US$4382/ounce on yesterday, and iron ore is up 0.14% at US$105.50/tonne. Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.5%. Trading ideas:Bell Potter has maintained its buy rating on HUB24 (ASX:HUB) and increased its 12 month target price from $125 to $135 off the back of better than expected Q1 FY26 results and significant market momentum. And Trading Central have identified a bullish signal in Super Retail Group (ASX:SUL), indicating that the price may rise from the current close of $17 per share to the range of $17.80 to $18 per share over a period of 21 days, according to the standard principles of technical analysis.
Wall St closed higher across the key indices on Friday as investor hopes of easing trading tensions between the U.S. and China rose a day after credit concerns sparked a sharp selloff for U.S. regional banks. The S&P500 rose 0.53% on Friday while the Nasdaq added 0.52% and the Dow Jones ended the day up 0.52%.Across Europe on Friday markets closed lower amid credit concerns of bad debts looming across regional banks in the U.S. The STOXX 600 fell 0.95%, Germany's DAX lost 1.82%, the French CAC fell 0.18% and, in the UK the FTSE100 ended the day down 0.86%.Over the Asia markets on Friday, it was a mostly positive session as trade talks with the U.S. continue to make progress toward a sustainable solution. South Korea's Kospi index rose to a record high for a third day, ending the session up 0.01% while Hong Kong's Hang Seng fell 2.48% and India's Nifty 50 gained 0.48%.Locally on Friday the key index lost 0.81% to end a very volatile trading week triggered by increased trade war tensions between the US and China on Thursday, while the gold rally worked to offset some of the market losses.The price of gold hit yet another record high on Friday topping US$4350/ounce for the first time in history. This boosted local miners further into the green with Newmont (ASX:NEM) adding 3.32% while Northern Star (ASX:NST) gained 2.75% and Evolution Mining (ASX:EVN) ended the day up almost 2%.EROAD (ASX:ERD) tumbled over 33% on Friday after the company announced a restructure of plans to focus more on the ANZ market and step back from its North American expansion plans.Lynas (ASX:LYC) shares fell 5.7% on Friday amid increased investor concerns that easing tensions between China and the US over rare earth export controls could lead to a deal, potentially lowering rare earth prices and pressuring suppliers like Lynas. Comments from China's Ministry of Commerce suggesting openness to trade talks triggered the sell-off.What to watch today:On the commodities front this morning oil is trading 0.14% higher at US$57.54/barrel, gold is down 1.81% at US$4250/ounce and iron ore is down 0.2% at US$105.35/tonne.The Aussie dollar has strengthened against the greenback to buy 64.88 U.S. cents, 97.35 Japanese yen, 48.50 British pence and 1 New Zealand dollar and 13 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.08%.Trading ideas:Bell Potter has reduced the 12-month price target on Avita Medical (ASX:AVH) from $1.50 to $1.20 and maintain a sell rating on the therapeutic acute wound care company following the release of the company's September quarter update including revenues down 12% on the PCP and the departure of the company's CEO. The analyst sees in the absence of a bid for the company, which remains highly uncertain, we maintain our Sell rating. FY25 revenues have been exceptionally poor capped off by the 3Q25 decline.And Trading Central has identified a bearish signal on Suncorp Group (ASX:SUN) following the formation of a pattern over a period of 15-days which is roughly the same amount of time the share price may fall from the close of $19.56 to the range of $18.50 to $18.80 according to standard principles of technical analysis.
Da er vi tilbake med Richard & Karl Oscar i studio. Takk for at dere lytter og deler
US equities were mostly higher in Wednesday trading as stocks posted modest gains in an up-and-down session, with the Dow Jones closing down 4bps, while the S&P500, and Nasdaq finished up 40bps and 97bps respectively. A few moving pieces today, including the continued ratcheting up of US-China trade angst, buy-the-dip optimism, earnings tailwinds, pickup in M&A, and focus on dovish Powell commentary yesterday. October Empire State manufacturing survey beat, posting third positive read in past four months.
The US saw a volatile trading session overnight ultimately end mixed across the 3 major benchmarks. The S&P500 closed down 0.2% and the Nasdaq closed down 0.8%, although they had fallen as low as 1.5 and 2.1% throughout the day. The Dow Jones despite opening down 1.3% rallied to close up 0.4% - the volatility comes amid continuing trade tensions between the US and China. Europe too saw a mostly a negative session ovvernight. The STOXX 600 fell 0.4%, Germany's DAX lost 0.62%, the French CAC fell 0.18% and the FTSE100 ended the day up 0.1%. Across the Asia region on Tuesday, markets closed mostly lower as China's Ministry of Commerce sanctioned five US-related units of Hanwha Marine Corporation in direct retaliation to the US' investigation of Chinese maritime, logistics and shipbuilding industries in a step backward in the trade negotiations. Japan's Nikkei fell 2.58% on Tuesday, while China's CSI index lost 1.12%, Hong Kong's Hang Seng fell 1.74% and India's Nifty 50 ended the day down 0.55%. The local market traded lower on Tuesday before closing the session up 0.2% as US-China trade negotiations showed signs of progression on Monday, Middle East tensions continued to ease, and the AI rally marched on in the US. NAB Business Confidence data for September came in at a rise to 7 index points for last month, up from 4 points in August, but short of the 9 points the market was expecting a rise to. The small rise though signals greater optimism from a business perspective in Australia following a mostly negative year on the sentiment front for businesses in FY25.Australian consumer confidence on the other hand weighed on the market gains yesterday as the latest ANZ-Roy Morgan consumer confidence survey unveiled sentiment weakened in October to a 1-year low.What to watch today:On the commodities front this morning, oil is trading 1.22% lower at US$58.83/barrel, gold is up 0.43% at US$4145/ounce and iron ore is up 0.75% at US$106.53/tonne.Ahead of Wednesday's trading session the SPI futures are anticipating the ASX will open the day up 0.83%.Trading Ideas:Bell Potter maintains its Buy rating on Uranium producer Paladin Energy (ASX:PDN) and has raised its target price from $10.30 to $11.35, off the back of record Q1 FY25 production as well as steady increases in the average realised Uranium price. And Trading Central have identified a bullish signal on CSL (ASX:CSL), indicating that the price may rise from the current close of $211 to the price range of $228-232 over a period of 37 days, according to the standard principles of technical analysis.
Tous les matins, Étienne Bracq revient sur les performances des principaux marchés boursiers et les tendances du moment dans Morning Briefing, dans l'émission Good Morning Business, présentée par Laure Closier, sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Wall Street tumbled on Friday in the worst session in months after Trump took to his social media platform to announce plans for a “massive increase in tariffs on China” amid rising trade negotiation tensions. The S&P500 fell 2.71%, the Nasdaq tumbled 3.56% and the Dow Jones ended the day down 1.9%.In Europe on Friday markets closed lower after Trump threatened heightened tariffs on China which threatens to disrupt the stability of the global trade landscape once again. The STOXX 600 fell 1.3%, Germany's DAX lost 1.4%, the French CAC declined 1.53%, and, in the UK, the FTSE100 ended the day down 0.9%.Across the Asia markets on Friday, it was mostly a sea of red as investors assess the state of trade and economic environments in the region. Japan's Nikkei fell 1.01% on Friday while Hong Kong's Hang Seng lost 1.84%, and China's CSI index ended the day down 1.97%. South Korea's Kospi index was the only market to close with a gain of 1.73% on Friday.The local market ended Friday's trading session with a 0.13% loss as a Gaza peace plan prospect through Israel implanting a ceasefire deal in the strip led to a selloff in gold and oil stocks, while iron ore miners also dipped on further price disputes between China and BHP.L1 Group (ASX:L1G) soared over 11% on Friday after Bell Potter increased the 12-month price target on the company by almost 30% to 90cps amid the stability of growing funds for L1, the increased scale of the combined group, the upside from further cost synergies between L1 Capital and Platinum under the new L1 Group and further acquisitions of teams to bolster the strength of the company.What to watch today:On the commodities front this morning oil is trading 4.24% lower at US$58.90/barrel, gold is up 1.02% at US$4015.59/ounce and iron ore is up 0.84% at US$105.74/tonne.The Aussie dollar has weakened against the greenback to buy 65.07 US cents, 98.83 Japanese yen, 48.58 British pence and 1 New Zealand dollar and 13 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.94%.Trading ideas:Bell Potter has increased the 12-month price target on Develop Global (ASX:DVP) from $5.10 to $5.40 and maintain a buy rating on the hybrid mining services and critical metals producer following the release of the company's updated DFS for its Sulphur Springs Zinc-Copper mining project. DVP's updated Sulphur Springs DFS shows a major uplift in project value (pre-tax NPV8% of $921m) driven by higher metal prices, increased plant throughput (1.5Mtpa), and a 19% reduction in operating costs. This enhances project economics and supports a valuation upgrade to $5.40/share.And Trading Central has identified a bullish signal on Universal Stores (ASX:UNI) following the formation of a pattern over a period of 247 days which is roughly the same amount of time the share price may rise from the close of $8.87 to the range of $11.50 to $12.20 according to standard principles of technical analysis.
Les marchés sont KO debout : zéro volatilité, zéro news, zéro panique… bref, l'ennui total. Depuis avril, le S&P500 a pris +40% et maintenant, tout le monde fait la sieste — sauf les investisseurs particuliers, qui eux achètent comme s'il n'y avait plus de lendemain (record absolu : +105 milliards en un mois !). Powell ? Toujours “data dependent”, sauf qu'il n'y a plus de data. Ferrari ? 1'000 chevaux, zéro émotion, et un son de V12… en MP3. Et les “quantum stocks” ? La nouvelle bulle pour geeks en mal de gravité. Pendant ce temps, en Europe, Macron cherche encore un Premier ministre vivant, et les marchés s'accrochent à l'idée folle que tout va bien. Bref : tout est calme. Beaucoup trop calme. Et comme disait Numérobis : “Je préfère quand c'est un peu trop plus moins calme.” Abonne-toi pour ne plus rater les prochains épisodes ! Chaque jour, la Bourse, l'humour et un peu de mauvaise foi — by Thomas Veillet.
오늘의 경제 뉴스 브리핑 - 미국 증시, 'S&P500·나스닥' 사상 최고치
US equities finished mostly higher in Wednesday trading, with the Dow Jones closing flat, while the S&P500 and Nasdaq closed up 58bps and 112bps respectively, the latter two notching fresh records, and today's upside largely tabbed to a rebound in the AI optimism trade. Nothing meaningful out of the release of September's FOMC minutes. Treasury's auction of $39B in 10-year notes tailed by 0.3 bp, with a notable dropoff in bid-to-cover and foreign demand vs last month. Nvidia will reportedly invest $2B of equity in xAI as part of a ~$20B fund raise.
FG Nexus has become the first to bring a dividend-paying preferred equity (Nasdaq: FGNXP) fully onchain, bringing programmable ownership and real-time settlement to equity markets. The tokenization of FG Nexus shares will utilize Securitize's fully-regulated stack and infrastructure partnered with BlackRock.GUEST: Maja Vujinovic, CEO and Co-Founder of Digital Assets, FG NexusFG Nexus Website ➜ https://fgnexus.io/00:00 intro00:06 Sponsor: Coinbase00:28 First Tokenized Dividend Stock on Ethereum01:19 FG Nexus $FGNX on Securitize03:26 Ethereum Treasury Strategy05:17 Partners & Backers07:02 Flipping U.S. Government?08:20 FGNX vs Other Ethereum Treasuries10:15 Staking ETH11:05 Dividends12:05 Walled Gardens vs DeFi Stocks15:23 S&P500 buying Bitcoin or Ethereum?18:05 Supply Chain Tokenization20:42 Stablecoins vs Tokenized Stocks22:50 outro#Crypto #Ethereum #blackrock ~First-Ever Tokenized Dividend Stock on BlackRock?
As we enter the second week of the government shutdown, markets appear unconcerned. Last week, the S&P500 rose to an all-time record high, 10-year Treasury yields edged down and, while the dollar slipped slightly, measures of volatility across stocks, bonds and currencies all remained subdued.
In this week's Macro Mondays, James Brodie, James Todd, and Spyridon Kokas, break down a week of record highs and rising uncertainty. Japan's new Prime Minister, Senae Takaichi, pledged sweeping stimulus, sending the Nikkei up nearly 5% and the Yen down 2%, as debt fears grew. In Europe, French Prime Minister Lecornu resigned after less than a month, driving Euro weakness and a sell-off in French bonds, now yielding above Italy's. U.S. data remains scarce amid the government shutdown, with consumer confidence plunging and UBS pegging recession odds at 90%. Gold surged to new all-time high alongside the S&P500, Nasdaq, NVIDIA, and Bitcoin, while silver, platinum and palladium also surged higher; however, Brent struggled near $65/bbl. Bitcoin hit fresh records as liquidity flooded risk assets. With Powell set to speak and four Fed cuts priced in, the team debates whether gold's relentless rally or the market's euphoria is telling the real macro story.
A forint idei teljesítményével foglalkoztunk, és megnéztük, hogy mennyiben tudható be külső, illetve belső tényezőknek a magyar deviza erősödése, és vajon mostantól egy korábbiakhoz képest stabilabb árfolyamra rendezkedhetünk-e be. Vendégünk Virovácz Péter, az ING vezető elemzője volt. A műsor második felében az új történelmi csúcsra érő S&P500 index szárnyalását vettük górcső alá, Kaszab Balázs, a Portfolio elemzőjének segítségével, és megnéztük, hogy a szokásos vezető tech papírokon kívül vannak-e „fű alatt” jól teljesítő részvények a folyamat mögött, amelyekre érdemes figyelni. Főbb részek: Intro − (00:00) Forinterősödés: csak felpumpálták vagy tartósan így marad? − (01:38) Az S&P 500 legújabb szárnyalása és ami mögötte van − (15:04) Tőkepiaci kitekintő: (24:48) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.
The energy sector is leaving investors unimpressed. YTD the American Energy Independence Index (AEITR) is +5% and seems to be marking time. The S&P500, increasingly dominated by tech and AI exposure, is +13%. Long-time clients, having enjoyed several strong years, hope the better days will soon return. More recent investors demand to know what's gone […]
US equities finished lower in Thursday trading, though ended off worst levels with the Dow Jones, S&P500, and Nasdaq closing down 38bps, 50bps, and 50bps respectively. August durable goods orders rose 2.9% m/m, initial jobless claims printed at 218K, better than consensus, and final Q2 GDP was revised up to a 3.8% annualized rate. Oracle was a high-profile laggard following an initiation with a sell rating and news it will share part of a 45% stake in TikTok.
US equities were lower in Wednesday trading, though finished off their worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 37bps, 28bps, and 33bps respectively. New home sales for August came in well ahead of estimates, rising to its fastest annualized pace since January 2022. Treasury auction of $70B of 5-year notes saw a slight tail. Alibaba jumped after disclosing it will ramp up its AI investment. Micron finished lower as better than expected results failed to meet a high bar.
Chuck Zodda and Marc Fandetti discuss Powell describing rates as 'modestly restrictive,' keeping the door open to cuts. Do Stephen Miran's rate-cut arguments add up? US stocks resist S&P500 drops of 2% or more in best run in over a year. Todd Lutsky joins the show for his weekly segment, Ask Todd. This week, Todd explains to best way to leave property to your heirs.
【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 2025.09.23【台股三大動能助漲 鴻海廣達緯創聯手 只有更高沒有最高】#台股怪談 謝晨彥分析師 ☆台股三大助漲動能將帶領台股攻上28000! ☆輝達大利多,帶領鴻海、廣達再攻高! ☆高盛最新報告樂觀看待S&P500上看7200點! 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID:@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #台股怪談 #大賺 -- Hosting provided by SoundOn
בפרק היומי של "מפת החום – מהדורת אחד ביום", אני עושה סדר בכל מה שקרה ב־24 השעות האחרונות בעולם הכלכלה – מהשוק המקומי ועד הגלובלי.הנושאים להיום:1. ״אי אפשר לנצח את מדד הS&P500 לאורך של 30 שנים״ - בואו ננפץ את המיתוס 2. סיכון = תנודתיות3. ההתבגרות שלנו בתור משקיעים - מה השלב הבא?4. סקטורים ומה הכוח שלהם בתיק שלנו!נתונים מאקרו־כלכליים, דיווחים חשובים, כותרות שזעזעו את השוק, דוחות כספיים של חברות, צעדים רגולטוריים, שינויים במדיניות ותחזיות מפתיעות – כל מה שצריך כדי להבין את התמונה המלאה.זהו פודקאסט קצר, חד ותמציתי – בלי רעש מיותר, רק תובנות פרקטיות וסקירה מקצועית של היום שהיה.הפרק מתעדכן מדי בוקר – ומעניק לכם יתרון אמיתי על שאר המשקיעים.לפתיחת חשבון מסחר במיטב:https://landing.meitav.co.il/he-IL/landing/trade/tradeleads?utm_source=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9F&utm_medium=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9Fלאינסטגרם שלי:https://www.instagram.com/guynatan9/לאתר שלי:https://guynatan.com
BUSINESS: BSP limits daily cash withdrawals to P500,000 to fight money laundering | Sept. 20, 2025Subscribe 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.
En el episodio de hoy, Eugenio Garibay y Juan Manuel De Los Reyes analizan los rendimientos de los activos de inversión más importantes en lo que va de la semana y del año. Impulsados por un sentimiento alcista, el Nasdaq ha retornado +16.54%, el S&P500 +13% y el Dow +8.85% en lo que va del año. Por otro lado, el oro ha subido +37% en precio y el Bitcoin +24%, mientras el rendimiento del bono del tesoro a diez años ha bajado 0.44%, y el precio del dólar medido por el DXY -10%. Juan Manuel y Eugenio interpretan los movimientos de los diferentes activos de riesgo y lo que reflejan del mercado. Adicionalmente, analizan los resultados trimestrales de FedEx y lo que reflejan del comercio internacional y los aranceles.
Core vs Knots round 2 - we read your comments!FEATURING:Jed (https://x.com/QUANTUMprojX)Dan Eve (https://x.com/cryptopoly)Thomas Hunt (https://twitter.com/MadBitcoins)THIS WEEK: The battle between Bitcoin Core vs Knots is getting uglyhttps://cryptoslate.com/the-battle-between-bitcoin-core-vs-knots-is-getting-ugly/Source: Crypto SlateKnots has code to turn itself off at a set expiry date. Unnecessary, stupid, and outright dangerous.Did you know? Was it discussed in a team of experts? How can such a dangerous "feature" even make it into a release? By trusting a single guy who lives in his own reality.https://twitter.com/callebtc/status/1958440115996397754?s=46Source: Twitter | Callebtc The Bitcoin Group #466 - Core vs. Knots - S&P500? - $1B Venture - Trump and Sons vs. Sunhttps://www.youtube.com/live/tr7M9vT2zLA?si=bi-WjK4oBfOPHVbySource: Youtube | World Crypto Network Gen Alpha will buy Bitcoin over goldhttps://cointelegraph.com/news/gen-alpha-buy-bitcoinSource: Cointelegraph Shares in bitcoin hoarders sink as ‘crypto treasury' mania sourshttps://www.ft.com/content/ad063ed3-4c69-40e6-a478-40e0061d1b3cSource: FTParabolic Bitcoin Rally Is Coming—Here's What to Watchhttps://bitcoinmagazine.com/markets/parabolic-bitcoin-rallySource: Bitcoin Magazine‘Bottom of the first inning.' Winklevoss twins see bitcoin reaching $1,000,000 in 10 yearshttps://www.cnbc.com/2025/09/12/winklevoss-twins-see-bitcoin-reaching-1000000-in-10-years.htmlSource: CNBCFor 12 years he searched in vain for his €737 million in a landfill – now a new series gives him a second chancehttps://www.leravi.org/for-12-years-he-searched-in-vain-for-his-e737-million-in-a-landfill-now-a-new-series-gives-him-a-second-chance-14313/Source: Leravi________________________________________________________________World Crypto Networkhttps://www.worldcryptonetwork.com/On This Day in World Crypto Network Historyhttps://www.worldcryptonetwork.com/onthisday/---------------------------------------------------------------------------Please Subscribe to our Youtube Channelhttps://m.youtube.com/channel/UCR9gdpWisRwnk_k23GsHf
Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about what's going on with bitcoin, S&P500 rejecting Strategy, why bitcoin is lagging gold, should lower interest rates push bitcoin higher, how we are thinking about the bull market, evaluating Gemini & Figure IPOs, and why retail investors can't be ignored. ===================== Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It's officially the rise of the retail investor. On September 12th in NYC, I'm hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We're bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.
US equities were mixed in Wednesday trading, though ended off worst levels, with the Dow Jones closing down 48bps, while the S&P500 and Nasdaq rose 30bps and 3bps respectively. Today's headline August PPI dropped 0.1% m/m vs Street expectations for a 0.3% rise, and core PPI also declined 0.1% m/m against consensus outlook for +0.3% rise. Treasury's sale of $39B in 10Y notes was very well received. Oracle led the market higher after a monster surge in the company's RPO
Never a dull moment in Bitcoin and cryptocurrency.FEATURING:Victoria Jones (https://x.com/satoshis_page)Thomas Hunt (https://twitter.com/MadBitcoins)THIS WEEK: ———The battle between Bitcoin Core vs Knots is getting uglyhttps://cryptoslate.com/the-battle-between-bitcoin-core-vs-knots-is-getting-ugly/Source: CryptoslateWhat is OP_RETURN—and how does it enable data storage on the Bitcoin network? https://forklog.com/en/what-is-op_return-and-how-does-it-enable-data-storage-on-the-bitcoin-network/Source: ForkLogBitcoin Core Update to Remove Data Limit for OP_RETURN https://forklog.com/en/news/bitcoin-core-update-to-remove-data-limit-for-op_return/Source: ForkLogBitcoin Faithful Bet on Saylor's Strategy Being Added to S&P 500https://finance.yahoo.com/news/bitcoin-faithful-bet-saylor-strategy-143009749.htmlSource: YahooSora Ventures Launches Asia's First Bitcoin Treasury Fund, Plans To Buy $1 Billion In BTC Within 6 Monthshttps://bitcoinmagazine.com/business/sora-ventures-launches-asias-first-bitcoin-treasury-fund-plans-to-buy-1-billion-in-btc-within-6-monthsSource: Bitcoin MagazineTrump family's American Bitcoin makes stock market debuthttps://www.nbcnews.com/business/business-news/trump-american-bitcoin-crypto-venture-raises-conflict-interest-alarms-rcna228837Source: NBC newsTrump and sons' stake in crypto firm worth $5bnhttps://www.bbc.com/news/articles/ckgjgyyqgvyoSource: BBCWorld Liberty Financial Accuses Exchange Of Token Manipulation, Justin Sun Blacklisted https://bitcoinist.com/world-liberty-financial-accuses-token-manipulation/Source: Bitcoin ListBillionaire Justin Sun begs Trump-backed World Liberty Financial to unfreeze $100 million crypto stash chrome-extension://ecabifbgmdmgdllomnfinbmaellmclnh/data/reader/index.html?id=292347541&url=https%3A%2F%2Ffortune.com%2Fcrypto%2F2025%2F09%2F05%2Fjustin-sun-donald-trump-world-liberty-financial-blacklisted-crypto-address-wlfi%2FTrump-Backed World Liberty Token Falls 50% From Peak—But Early Buyers Are Still in Profit - Decrypthttps://decrypt.co/338102/trump-backed-world-liberty-falls-50-peak-early-buyers-still-profitSource: DecryptWorld Liberty Financial Token Plunges 34% as Community Votes on Burn Planhttps://coinmarketcap.com/academy/article/world-liberty-financial-token-plunges-34percent-as-community-votes-on-burn-planSource: Coin Market Cap________________________________________________________________World Crypto Networkhttps://www.worldcryptonetwork.com/On This Day in World Crypto Network Historyhttps://www.worldcryptonetwork.com/onthisday/---------------------------------------------------------------------------Please Subscribe to our Youtube Channelhttps://m.youtube.com/channel/UCR9gdpWisRwnk_k23GsHf
Ever wondered how I personally invest my own money?In this episode, I'm taking you behind the scenes of my investment strategy and showing you where commercial property fits into the bigger picture. Think of it as a back-to-school lesson plan for building a balanced portfolio that reflects both your goals and your lifestyle.Here's what you'll hear:Stocks & Shares ISA and “fun” stock picks – why I use them as a supporting layer, and the playful way I buy YSL shares instead of handbags.My SSAS Pension – how I structure it, why it's my main savings vehicle, and the story of the red telephone box that generates monthly rental income inside my pension.Stocks & REITs inside the SSAS – from global trackers like the S&P500 to UK property companies, including Land Securities (and why buying those shares was personal).Property outside the pension – the reality of residential vs commercial returns, plus what I learned from a refinancing challenge.The full picture – how commercial property sits at the centre of everything, supported by stocks, ISAs, and small, fun investments.By the end, you'll see why I believe commercial property is the cornerstone of a strong, long-term investment strategy — and how you can start thinking about where it might fit into yours.If this episode feels like a crash course, then my Back to School Training is the full lesson plan. Join me there and I'll walk you step by step through how to strengthen your own portfolio with commercial property.
Stocks rallied in the immediate aftermath of Friday's dismal jobs report, with the S&P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one way: investors bought stocks in the hope that weak economic data would force the Fed to cut rates more quickly.
US equities were higher in uneventful Monday trading, with the Dow Jones, S&P500, and Nasdaq finishing up 25bps, 21bps, and 45bps respectively. Upside was limited and trading very rangebound, though the Nasdaq still set a fresh record close. Data from the NY Fed showed 1-year inflation expectations up 10bps m/m to 3.2%; noted job replacement/rehiring optimism lowest since June of 2013. Echostar finished up nearly 20% on a deal to sell AWS-4 and H-block spectrum licenses to SpaceX for around $17B in cash and stock.
Original Live Title RFK & Miran at Senate; FL Vaccine Mandates; Abortion Pill; Tariffs &Deportation | Yaron Brook Show | September 4, 2025When politics descends into a circus, who's really paying the price? From RFK's Senate drama and Miran's grandstanding to Florida's authoritarian vaccine mandates, America's culture wars rage on. Add in the Left/Right battle over the abortion pill, Trumpian tariff lies, and calls for mass deportation—and you get the perfect storm of bad ideas.Yaron Brook slices through the noise with unapologetic clarity, exposing the irrationality, tribalism, and dangers behind today's politics. Neither Left nor Right escapes critique—because freedom, reason, and individual rights demand honesty.Key Time Stamps:01:15 Free Press07:05 National Conservatism Conference37:05 RFK43:20 Miran45:45 FL Vaccine Mandates49:20 Abortion Pill54:50 Tariffs56:30 Deportation1:00:00 Announcement https://randsdaycon.thebvh.com/Live Questions:1:11:47 Another interesting thing about Rand was that she frequently thought of and identified the motives behind ideas and actions without resorting to psychoanalyzing. Do you think that's difficult to do? What are your thoughts on how to do it?1:13:31 How do you objectively assign a weight to your gut feelings? 1:18:09 Even if you're healthy, is it possible to be consistently happy if you're not wealthy?1:20:51 With Trump everything is horrible, a disgrace, a Hellhole, etc., unless he's responsible for it. I'm highlighting his negativity and malevolence. Do you think that's correlated with skepticism/cynicism?1:22:06 Why do some grow up trying to think in principles despite their education, and others don't?1:23:52 Does the Left have more respect for human rights than the Right? Respect for due process and humane treatment of detainees and prisoners?1:25:46 On yesterday's show, you said: "Ayn Rand didn't convince that many people, but maybe she convinced the most important people". What did you mean by that?1:27:10 When Tom Snyder asked Rand what she meant by selfishness, she referenced self-esteem, and that one should “respect one's mind”. What does respecting one's mind entail?1:29:08 When a crony politician is accused of acting in "self-interest" against the "interest" of the people, what's a better term than "self-interest"?1:30:37 When evaluating selfishness, are people not so much put off by the idea of you pursuing your values and achieving your happiness, but a perceived ugliness of not caring about others?1:32:20 Could hospitals now say, “Want to deliver your baby at Hospital A, B, or C? You must get these specific vaccines for our NICU ward's protection.” ?1:32:50 If the S&P500 booms 4k points after the tariffs are shut down, would Trump reconsider tariffs? Or is he too deep into mercantilism to think otherwise?1:34:00 Are you planning on becoming a genocide scholar?
Torsdag bød på nye rekorder i det toneangivende amerikanske S&P500 indeks, men om det kan holde fredagen ud op mod den lange weekend i USA er dagens store spørgsmål. Millionærklubben tjekker stemningen i de globale aktiemarkeder og svarer på lytterspørgsmål med chefanalytiker Lau Svenssen fra Svenssen & Tudborg og senior aktiestrateg Michelle Nørgaard fra Jyske Bank i studiet. Mød også Jane Larsen fra Nordjylland, der på blot 5 dage har scoret et afkast på næsten 30% i Milllionærklubbens Aktiespil. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.
US equities were higher in Thursday trading as stocks ended near best levels, with the Dow Jones, S&P500, and Nasdaq closing up 16bps, 32bps, and 53bps respectively. Q2 GDP was revised up to a 3.3% SAAR from the preliminary read of 3.0%, initial jobless claims printed at 229K, near the 228K consensus, and July pending-home sales were weaker against expectations for some firming. Treasury's $44B auction of 7-year notes tailed very slightly by 0.3bp. Nvidia beat and raised and continued to highlight strong demand for AI compute, but its Data Center segment came in light.
US equities were higher in Wednesday trading, with the Dow Jones, S&P500, and Nasdaq closing up 32bps, 24bps, and 21bps respectively. Market was still in waiting mode for Nvidia results after the close and PCE inflation on Friday. NY Fed's Williams telling CNBC monetary policy is moderately restrictive and data could warrant a gradual reduction in rates. Treasury's auction of $70B in 5s saw a 0.7bp tail, though domestic demand was solid. Earnings results included some well-received prints out of the cloud software space and mixed takeaways surrounding the consumer-facing names.
US equities were mostly weaker in Wednesday trading, with the Dow Jones ending +4bps, while the S&P500 and Nasdaq closed down 24bps and 67bps respectively. The S&P posted its fourth straight decline, with big tech pullback in focus again. July FOMC minutes showed the majority of officials saw inflation risk outweighing employment risk, though largely seen as stale after July NFP. Retailer earnings the other big story, with takeaways mixed, somewhat idiosyncratic, but largely supporting broader consumer resiliency theme.
In this week's episode, we cover the major economic reports and catalysts driving the markets and what caused the current break in the uptrend.
With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo discuss: Whether or not it makes sense to "buy the add" when a stock is added to an index Figma's drive to enter public markets and its current valuation Contrarian investment ideas for beaten-down rule breakers Companies discussed: XYZ, FIG, ROKU, PTON, W, ETSYHost: Emily Flippen, Jason Hall, Sanmeet DeoProducer: Anand ChokkaveluEngineer: Dan Boyd, Adam LandfairDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices