Podcasts about PCE

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Best podcasts about PCE

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Latest podcast episodes about PCE

Lance Roberts' Real Investment Hour
9-15-25 Earnings Slowdown Ahead - Jobs Data Sends Warning

Lance Roberts' Real Investment Hour

Play Episode Listen Later Sep 15, 2025 44:27


The jobs market isn't just about employment—it's a leading signal for corporate earnings. In this episode, we explore how recent employment data revisions and slowing job growth are flashing caution for corporate profits. Here's what you'll learn: Why employment trends often lead earnings results How slowing payroll growth may impact revenue and margins Key sectors most at risk from weaker labor demand What this signal could mean for the stock market outlook Portfolio considerations as corporate profits face pressure Understanding the link between the labor market and earnings is critical for investors positioning ahead of the next quarter. SEG-1a: Fed Cuts & Commentary, Buy Back Window Shuts SEG-1b: Market Movement Muted SEG-2a: Tesla Shares & Elon's Compensation SEG-2b: The S&P 493 SEG-2c: Bond Yield Behavior SEG-2d: Overall Bullish Backdrop is not at Risk SEG-2e: The Only Thing that Matters (Forward Earnings) SEG-2f: What Wall St. is Expecting in 2026 SEG-2g: The Problem w Wall Street's Forecasts SEG-2h: The Most Important Indicator to Watch SEG-2i: PCE, CPI, & % of Full Time Workers SEG-2j: Why the Fed is Behind the Curve SEG-2k: Market Earnings Growth By Sector comparison SEG-2l: Why Watt St. Exuberance is at Odds w Economy Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: -------- The latest installment of our new feature, Before the Bell, "All Time Highs on Muted Moves," is here: https://www.youtube.com/watch?v=eNd7D4lz7FU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "The Essential Hierarchy of Money Goals ," is here: https://youtu.be/XHMHkOAWRIc ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Corporate Earnings Slowdown Signaled By Employment Data" https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/ "Invest Or Index – Exploring 5-Different Strategies" https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketComplacency #MarketDeviations #NegativeDivergence #AllTimeHigh #WallOfWorry #20DMA #CorporateEarnings #JobsReport #StockMarketOutlook #RecessionRisk #MarketAnalysis #InvestingAdvice #Money #Investing

The Real Investment Show Podcast
9-15-25 Earnings Slowdown Ahead - Jobs Data Sends Warning

The Real Investment Show Podcast

Play Episode Listen Later Sep 15, 2025 44:28


The jobs market isn't just about employment—it's a leading signal for corporate earnings. In this episode, we explore how recent employment data revisions and slowing job growth are flashing caution for corporate profits. Here's what you'll learn: Why employment trends often lead earnings results How slowing payroll growth may impact revenue and margins Key sectors most at risk from weaker labor demand What this signal could mean for the stock market outlook Portfolio considerations as corporate profits face pressure Understanding the link between the labor market and earnings is critical for investors positioning ahead of the next quarter. SEG-1a: Fed Cuts & Commentary, Buy Back Window Shuts SEG-1b: Market Movement Muted SEG-2a: Tesla Shares & Elon's Compensation SEG-2b: The S&P 493 SEG-2c: Bond Yield Behavior SEG-2d: Overall Bullish Backdrop  is not at Risk SEG-2e: The Only Thing that Matters (Forward Earnings) SEG-2f: What Wall St. is Expecting in 2026 SEG-2g: The Problem w Wall Street's Forecasts SEG-2h: The Most Important Indicator to Watch SEG-2i: PCE, CPI, & % of Full Time Workers SEG-2j: Why the Fed is Behind the Curve SEG-2k: Market Earnings Growth By Sector comparison SEG-2l: Why Watt St. Exuberance is at Odds w Economy Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: -------- The latest installment of our new feature, Before the Bell, "All Time Highs on Muted Moves," is here:  https://www.youtube.com/watch?v=eNd7D4lz7FU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "The Essential Hierarchy of Money Goals ," is here: https://youtu.be/XHMHkOAWRIc ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Corporate Earnings Slowdown Signaled By Employment Data" https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/ "Invest Or Index – Exploring 5-Different Strategies" https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketComplacency #MarketDeviations #NegativeDivergence #AllTimeHigh #WallOfWorry #20DMA #CorporateEarnings #JobsReport #StockMarketOutlook #RecessionRisk #MarketAnalysis #InvestingAdvice #Money #Investing

X22 Report
[DS]/Obama Set The Narrative For A Civil War,Shot Heard Around The World,United Not Divided – Ep. 3729

X22 Report

Play Episode Listen Later Sep 11, 2025 75:14


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe entire green new scam has failed, take Spain for instance the grid cannot function correctly with wind and solar power. The Fed is screwed no matter what they do, if they drop the rates Trump is right, if they keep the rates the same and the economy degrades, Trump was right again. The [DS]/Obama are trying to start a civil/race war. Obama set the narrative. The evidence is pointing to a professional who has had training or an individual who trained just for this moment. This was planned to assassinate Charlie and not a mass shooting. The [DS] wants the conservative agree. The rifle that was left behind just so happen to say trans life matter. This divide and cause anger. This is the shot heard around the world. United we are stronger not divided.   Economy Spain's Power Grid In One Chart: Net Zero Drive Pushes Economy Toward Paralysis Days before the media celebrated Spain's first full weekday powered entirely by renewables in late April, the unthinkable happened: the grid collapsed, triggering a nationwide blackout. The incident served as a stark reminder to other Western nations, including 'America First' folks, that overreliance on intermittent sources, such as solar and wind, creates not just grid fragility but also a national security risk. A new report from El País, citing data from the Association of Electric Power Companies (Aelec), based on data published by Iberdrola, Endesa, Naturgy, and EDP, warned that Spain's peninsular power grid is severely overstretched and unable to absorb additional demand. In fact, most of the country's electricity hubs have already reached their limits. Aelec data showed that 83.4% of all these power nodes in the Spanish grid are at full capacity and can no longer accept new connections. Most regions in Spain have limited spare grid capacity to accommodate new energy demand without compromising the system's stability.   The problem of grid capacity shortages arises as Europe's overreliance on intermittent sources, such as wind and solar, has left the continent's energy grid vulnerable. Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1966123629256609899 The Federal Reserve primarily uses the Personal Consumption Expenditures (PCE) price index as its key inflation indicator when deciding whether to raise or lower interest rates, with a target of 2% annual inflation over the longer run. This measure is preferred over alternatives like the Consumer Price Index (CPI) because it provides a broader view of household spending patterns and accounts for changes in consumer behavior, such as substituting goods when prices rise. For policy decisions, the Fed often emphasizes the core PCE index, which excludes volatile food and energy prices to better gauge underlying inflation trends While the Fed monitors other indicators like CPI for a fuller picture, PCE remains the benchmark guiding rate adjustments Political/Rights   https://twitter.com/TheStormRedux/status/1966120051272036814  … It's not just coming from one side.” Absolute bullshit. A). January 6th was a fake setup by the Democrats and Americans were protesting a stole...

La Diez Capital Radio
Informativo (08-09-2025)

La Diez Capital Radio

Play Episode Listen Later Sep 8, 2025 18:04


Miguel Ángel González Suárez te presenta el Informativo de Primera Hora en 'El Remate', el programa matinal de La Diez Capital Radio que arranca tu día con: Las noticias más relevantes de Canarias, España y el mundo, analizadas con rigor y claridad. Canarias seguirá con avisos y prealerta por calima este lunes Según informa el organismo estatal, el aviso estará vigente durante toda la jornada. Hoy se cumplen 1.306 días del cruel ataque e invasión de Rusia a Ucrania. 3 años y 196 días. Hoy es lunes 8 de septiembre de 2025. Día Internacional del Periodista. En 1958, durante el IV Congreso de la Organización Mundial de Periodistas (OIP), llevado a cabo en Bucarest (Rumania) se estableció el 8 de septiembre como Día Internacional del Periodista en honor y conmemoración al fallecimiento de Julius Fucik, escritor y periodista checoslovaco, que fue ejecutado por los nazis en 1943. La fecha está destinada a resaltar la importancia de la profesión del periodismo en su labor de buscar la verdad y en defensa de la libertad de expresión. Es necesario recordar que, en la actualidad, los periodistas siguen siendo objeto de ataques, encarcelamientos, secuestros y asesinatos por ejercer su profesión. Por ello, la importancia de homenajearlos y reconocer el papel que tienen en la sociedad. El 8 de septiembre de 1873 en Madrid, Emilio Castelar es elegido presidente de la I República Española. El 8 de septiembre de 1888 Isaac Peral bota el primer submarino operativo del mundo. 1925: en el Rif (norte de África), en el marco de la Guerra de la Independencia del Rif, el ejército español lleva a cabo el Desembarco de Alhucemas, que acabará con la guerra. Tal día como hoy, 8 de septiembre de 1941, la Alemania nazi inició el asedio de 900 días de Leningrado (conocido como Sitio de Leningrado) por las fuerzas alemanas durante la Segunda Guerra Mundial. Los soviéticos construyeron una intrincada defensa alrededor de la ciudad, pero el asedio provocó la muerte de al menos un millón de rusos por inanición y enfermedad. Años más tarde, el 8 de septiembre de 1943, tras la destitución de Mussolini del poder en julio, el general Dwight Eisenhower anuncia públicamente la rendición de Italia a los aliados. 1966: en Estados Unidos, el canal de televisión NBC emite el primer epìsodio de la serie de ciencia ficción Star Trek (Star Trek: The Original Series), creada por Gene Roddenberry. 1972.- Se crea en España la Universidad Nacional de Educación a Distancia. 1977.- Rafael Alberti renuncia a ser diputado por el PCE. El 8 de septiembre de 2001 en Durban (Sudáfrica) se da inicio a la Conferencia Mundial en Contra del Racismo. El 8 de septiembre de 2021 los talibanes toman el poder en Afganistán y declaran el Emirato Islámico de Afganistán. El 8 de septiembre es el santo de Natividad de Nuestra Señora, Nuestra Señora de Nuria, San Adriano de Nicomedia, San Corbiniano de Freising, San Isaac de Armenia, San Pedro de Chavanon, San Sergio I papa. Rusia lanza un ataque récord sobre Ucrania y alcanza un edificio gubernamental ucraniano. Los trabajadores surcoreanos detenidos en una redada de inmigración estadounidense en Georgia serán puestos en libertad. Voto de confianza y llamadas a la huelga: se espera una semana caótica en Francia. Arranca el curso parlamentario con tensión entre PSOE y PP. La empinada cuesta de septiembre o cómo cuadrar el presupuesto doméstico. Maurici Lucena, presidente de Aena, sin rodeos: “El vacío de Ryanair lo van a ocupar otras aerolíneas” Lucena ha desmentido las acusaciones de la aerolínea irlandesa sobre una subida excesiva de las tasas. La vivienda en Canarias se encarece un 11,6 % en solo un año: y va a seguir subiendo En Canarias la vivienda se ha encarecido un 3% con respecto a los tres primeros meses del año, un 2,4% en el caso de la vivienda nueva y un 3% en el de la de segunda mano. Tenerife y La Palma se unen para albergar el Centro de Vulcanología. Rosa Dávila anuncia que ambos cabildos han alcanzado un acuerdo para presentar una candidatura conjunta para que la sede nacional de esta entidad esté en Canarias. Los alumnos canarios vuelven este martes al colegio en Infantil y Primaria. Supondrá un gasto medio de 400 euros que dispara las compras de material de segunda mano. Un dia como hoy pero en 1958 se lanzó "Sings for Only the Lonely", álbum de Frank Sinatra, un referente del jazz y la música teatral romántica.

Marketplace
Sticky inflation, Fed drama and the rise of 'cute' debt

Marketplace

Play Episode Listen Later Aug 29, 2025 26:39


Core inflation rose to 2.9% in July, according to the latest PCE data — the Fed's preferred inflation gauge — marking its highest level in months. But despite stubborn inflation and falling consumer confidence, consumer spending continues to climb. Courtenay Brown at Axios and Jordyn Holman at The New York Times join "Marketplace" host Amy Scott to talk about the latest inflation numbers, and the court battle brewing between the White House and the Federal Reserve. Also in this episode: the economics of uncertainty, why job-hopping may no longer lead to bigger paychecks, and how "buy now, pay later" is being rebranded to target women.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

X22 Report
Bob Kudla – Bitcoin Pull Back Expected, Trump Is Playing The Fed, They Are In A No Win Situation

X22 Report

Play Episode Listen Later Aug 29, 2025 39:30


Bob is the created and owner of Trade Genius Academy. Bob also does a podcast on YouTube which is called Trade Genius. Bob begins the conversation talking  about how Germany appears to be in a recession, with its economy contracting by 0.3% in the second quarter amid slowed exports due to U.S. tariffs and rising unemployment above 3 million, while forecasts predict stagnation or zero growth for the year, marking a prolonged period of economic inactivity. This downturn could potentially spread to other EU nations, as Germany's role as an economic anchor contributes to deteriorating Eurozone sentiment and slower projected growth of around 1.1% for the EU and 0.9% for the euro area, though analysts suggest the bloc may avoid a full recession despite trade uncertainties and fiscal tightening. Meanwhile, Bitcoin has fallen about 1.9% in the past 24 hours to around $111,119, driven by a massive whale dump of 24,000 BTC, a $13.8 billion options expiry, Binance Futures going offline, and broader bearish technical indicators following its peak at $124,436 earlier in the month. Gold prices are also slightly down today, with spot prices at $3,410 per ounce (a 0.15% dip) amid a firmer dollar and anticipation of U.S. PCE inflation data, though the metal is on track for a monthly gain supported by expectations of Federal Reserve actions; potential longer-term declines could stem from cooling inflation, reduced geopolitical tensions, and lower investor demand. Market expectations are high for the Fed to cut interest rates in September, with odds at over 90% for a 25-basis-point reduction as signaled by Chair Powell and Governor Waller, amid sputtering job growth and a focus on labor market risks. If the Fed proceeds with the cut, it could stimulate economic growth by lowering borrowing costs, encouraging business investment, hiring, and consumer spending, while easing pressures on mortgages and auto loans, though excessive cuts risk reigniting inflation and eroding purchasing power. Conversely, if the Fed holds off, it might help contain inflation but could slow the economy further by maintaining high financing costs, potentially leading to reduced business expansion, higher unemployment, and subdued growth, with risks of market turmoil if perceived as too hawkish. 

Marketplace All-in-One
Sticky inflation, Fed drama and the rise of 'cute' debt

Marketplace All-in-One

Play Episode Listen Later Aug 29, 2025 26:39


Core inflation rose to 2.9% in July, according to the latest PCE data — the Fed's preferred inflation gauge — marking its highest level in months. But despite stubborn inflation and falling consumer confidence, consumer spending continues to climb. Courtenay Brown at Axios and Jordyn Holman at The New York Times join "Marketplace" host Amy Scott to talk about the latest inflation numbers, and the court battle brewing between the White House and the Federal Reserve. Also in this episode: the economics of uncertainty, why job-hopping may no longer lead to bigger paychecks, and how "buy now, pay later" is being rebranded to target women.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Closing Bell
Closing Bell Overtime: Stocks Sink to End Week; Fed Drama & AI's Corporate Impact 8/29/25

Closing Bell

Play Episode Listen Later Aug 29, 2025 42:44


PCE data drives bond market reactions analyzed by Rick Santelli. Kristina Partsinevelos sets market themes while Unlimited's Bob Elliott provides weekly market perspective. Eamon Javers and Steve Liesman team up on Lisa Cook hearing coverage and Fed reaction with analysis from Global Situation Room President Brett Bruen. Mackenzie Sigalos examines AI's expanding impact up the corporate ladder, followed by an on-set conversation with Gecko Robotics CEO Jake Loosararian about data -- "AI's dirty little secret." SentinelOne CEO Tomer Weingarten discusses quarterly results and cybersecurity trends. Vital Knowledge's Adam Crisafulli rounds out the show with next week's key market catalysts.

FactSet U.S. Daily Market Preview
Financial Market Preview - Friday 29-Aug

FactSet U.S. Daily Market Preview

Play Episode Listen Later Aug 29, 2025 4:22


US equity futures are slightly weaker. Asia ended mixed, and European markets are softer. Focus remains on US core PCE inflation due Friday, with expectations for a modest monthly rise; Fed Governor Waller dissented from the decision to leave rates unchanged at the July FOMC meeting in favor of a rate cut; US Q2 GDP was revised higher, supported by stronger consumer spending and lower imports; EU offered to scrap tariffs on US industrial goods and provide preferential access to certain food exports, while the US extended China tariff exclusions through November; Fed Governor Cook filed suit against President Trump contesting her dismissal, with the first court hearing scheduled for Friday.Companies Mentioned: Apple, Sapporo Holdings, Spirit Aviation, Frontier Group

Schwab Market Update Audio
Market Awaits PCE, Fed's Favorite Inflation Gauge

Schwab Market Update Audio

Play Episode Listen Later Aug 29, 2025 9:47


All eyes will be on the PCE price index today as investors look for evidence that inflation has cooled enough for the Federal Reserve to cut rates. Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0825)

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Friday, August 29

NewsWare‘s Trade Talk

Play Episode Listen Later Aug 29, 2025 16:28


S&P Futures are displaying weakness this morning as markets react to the latest round of earnings. This morning, markets are awaiting a key inflation report as the PCE data is due out before the bell. The Trump Administration is looking to expand the tariffs on steel and aluminum products. Fed Gov Cook is schedule to have a hearing this morning on her employment at the Fed. Fed Gov Waller and continue to push for lower rates due to the expectations of a weakening labor market. BABA announced the development of a new AI chip that is more versatile than its older chips. Seeing strong gains in BABA, AFRM, ADSK, ESTC & ULTA after earnings releases. Monday is a holiday, on Tuesday morning, ASO & SIG are expected to release quarterly updates.

TD Ameritrade Network
Hakimian: Fed's Preferred Inflation Gauge Shows Steady Uptrend

TD Ameritrade Network

Play Episode Listen Later Aug 29, 2025 7:08


Spencer Hakimian says while Friday's PCE data was mostly in-line with expectations, he's concerned about the slow uptrend in year-over-year numbers that may make it harder to justify a rate cut if inflation is rising. He also points to the unusual pressure surrounding the Federal Reserve from the White House and as Jerome Powell's term as Fed Chair comes to a close next year. Spencer says tariffs can either be absorbed by consumers, companies or foreign producers and Americans should brace for higher prices passed down. He says the A.I. supercycle is "saving" this market right now and lifting spending among tech companies but he cautions that these cycles don't last forever.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Thomas Martin's ‘Sustainable Business' Picks: SPOT, CVNA, GLW

TD Ameritrade Network

Play Episode Listen Later Aug 29, 2025 7:02


Thomas Martin comments on today's PCE report and whether an upcoming jobs report could change the Fed's rate cut decision in September. His stock pick criteria right now are companies beating earnings expectations with “sustainable” businesses: Spotify (SPOT), Carvana (CVNA), and Corning (GLW). He thinks the latter two have potential 10% upside and breaks down why he likes each company's place in their 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

TD Ameritrade Network
Lack of Young Worker Participation Impacting Unemployment Rate; 2Q Earnings ‘Music' to Market's Ears

TD Ameritrade Network

Play Episode Listen Later Aug 29, 2025 9:39


David Doyle and Brian Jacobsen give their takeaways from today's PCE data. David also gives his expectations for next week's jobs report and says fewer younger workers participating has kept the unemployment rate lower, which could reverse. Brian reflects on 2Q earnings, saying that the “beat and raise” chorus was “music” to the market's ears. They also discuss Fed independence and their expectations for the September rate cut decision.======== 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

TD Ameritrade Network
"Green Light" for Fed to Cut Rates

TD Ameritrade Network

Play Episode Listen Later Aug 29, 2025 5:51


Cooper Howard reacts to the latest PCE data and believe the July print gave Fed officials the "green light" to cut rates in its upcoming September meeting. He notes that there is substantial labor market data ahead for the Fed to factor in as well. Cooper discusses the dual mandate for the central bank and admits that the Fed may be paying closer attention to jobs right now over inflation. Later, Cooper discusses the intermediate bond market and municipal bonds as a potential investing tool to consider.======== 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

WALL STREET COLADA
Wall Street Cede Antes del PCE, Alibaba Desarrolla Chip, Pepsi Refuerza Celsius y J&J Frena Terapia

WALL STREET COLADA

Play Episode Listen Later Aug 29, 2025 4:41


Summary del Show: • Wall Street baja tras récord del $SPX, con la atención en el informe de inflación PCE y señales de la Fed. • Alibaba $BABA desarrolla chip de IA doméstico para competir con $NVDA y fortalecer su nube. • PepsiCo $PEP aumenta participación en Celsius $CELH al 11% en acuerdo de $585M. • Johnson & Johnson $JNJ cancela terapia experimental en artritis tras fallar en Fase 2a.

VG Daily - By VectorGlobal
Inflación sin sorpresas y mercados que calibran la próxima jugada de la Fed

VG Daily - By VectorGlobal

Play Episode Listen Later Aug 29, 2025 22:24


 En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Eugenio Garibay arrancan con la lectura fresca del PCE de julio, la inflación general se mantuvo con variaciones mensuales pero en línea con lo previsto y sin alterar de momento el guion de la Fed para septiembre. A partir de ahí, bajan al terreno de mercado en renta fija, comentan como van los spreads, y en acciones repasan cómo los principales indices se han venido moviendo, incluso con el foco en guías corporativas y en la trayectoria de recortes.

Ransquawk Rundown, Daily Podcast
US Market Open: Waller reiterates call for 25bps Sept. cut; Stocks lower, USD & USTs contained into PCE

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 29, 2025 4:18


Fed's Waller (voter, dovish dissenter) said the time has come to move policy to a more neutral stance and he would support a 25bps cut at the September meeting and anticipates additional rate cuts over the next 3–6 months.European bourses underperform on ongoing political uncertainty, UK banks hit on tax worries; US equity futures are lower into US PCE.Choppy trade in the USD as markets await Fed's Cook's hearing; GBP underperforms.Bonds are broadly lower; Bunds saw modest upticks on German Retails Sales and softer-than-expected French CPI.Crude declines alongside sentiment, while gold awaits PCE.Looking ahead, highlights include German CPI, US PCE (Jul), University of Michigan Final (Aug), Atlanta Fed GDP & Canadian GDP (Q2).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Daybreak en Español
Waller de Fed apoya recorte de 25pb; Entrevista con Blázquez de StoneX

Daybreak en Español

Play Episode Listen Later Aug 29, 2025 7:22


El gobernador de la Fed Christopher Waller reiteró que apoyará un recorte de un cuarto de punto en las tasas de interés el próximo mes; PCE subyacente de EE.UU. mostraría aceleración de inflación; Lula autoriza medidas de represalia por aranceles; y escuchamos extractos de una entrevista con Ramiro Blázquez, estratega para América Latina de StoneX.Para leer el reportaje sobre despidos de CEOs: https://www.bloomberg.com/features/2025-costo-de-despedir-a-un-ceo/?sref=IHf7eRWL Newsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Eduardo ThomsonSee omnystudio.com/listener for privacy information.

Novus Capital
NovusCast - 29 de Agosto 2025

Novus Capital

Play Episode Listen Later Aug 29, 2025 18:05


Nossos sócios Luiz Eduardo Portella, Sarah Campos e Yara Cordeiro debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo. No cenário internacional, o presidente Trump anunciou formalmente a demissão da diretora do Fed Lisa Cook, que reagiu afirmando que vai recorrer à justiça para manter sua posição. O Waller, também diretor do Fed, manteve discurso no tom dovish que vem adotando há um tempo, afirmando que os dados de mercado de trabalho corroboram a visão de que o Fed já deveria estar reduzindo os juros. Ainda por lá, os dados inflação (PCE) vieram em linha com o esperado. Na Europa, o governo francês enfrenta dificuldades para aprovar cortes fiscais, com ameaça de voto de desconfiança e protestos marcados, pressionando os juros longos. Também foram divulgados dados de inflação de alguns países europeus, sem grandes surpresas. No Brasil, o governador Tarcísio de Freitas intensificou articulações, elevando a sinalização de intenção presidencial. Já no campo econômico, os dados reforçaram a desaceleração da atividade: os dados de confiança indicaram um mês ruim, assim como os dados de crédito mostraram aceleração no ritmo de piora. Por outro lado, o mercado de trabalho permanece resiliente, com o Caged mostrando, apesar de modesta desaceleração, um ritmo ainda saudável. O IPCA-15 de agosto, apesar da deflação no mês, veio acima do esperado, com pressão na parte de serviços. Por fim, foi divulgada uma investigação da PF sobre o PCC, envolvendo diversos agentes financeiros. Nos EUA, houve aumento da inclinação da curva de juros (vértice de 2 anos fechou 8 bps, enquanto o de 30 anos abriu 5 bps), e as bolsas fecharam com poucas variações – S&P 500 -0,10%, Nasdaq -0,35% e Russell 2000 +0,19%. No Brasil, os juros fecharam (jan/35 -13 bps), o Ibovespa subiu 2,5% e o real desvalorizou 0,07%. Na próxima semana, a atenção fica para os dados de emprego e de atividade (manufaturas e serviços) nos EUA e, por aqui, para o PIB do 2º trimestre, produção industrial e divulgação do Orçamento de 2026 (29/08). Não deixe de conferir!

Stocks And Jocks
Not The Way We Work

Stocks And Jocks

Play Episode Listen Later Aug 29, 2025 122:44


Kevin and Chief kick off our show with a conversation about college sports budgets and outrageous medical bills. Karl calls in to discuss energy efficiency, and PCE numbers.

The Tara Show
Dual Justice and Economic Deception: A Tale of Two Systems

The Tara Show

Play Episode Listen Later Aug 28, 2025 10:14


This segment tackles two distinct but related issues: a perceived breakdown of the American justice system and a supposed misrepresentation of the economy. The host begins by discussing a "dual justice" system, where a person's politics, not their actions, determine if they face prosecution. Citing the case of Michael Sussman—a former lawyer for the Clinton campaign who was acquitted of lying to the FBI—and a recent incident where a person threw a hoagie at a federal agent, the hosts argue that Democrats are given preferential treatment, which they link to the mindset of Marxist revolutionaries. This, they claim, is a license for political persecution and a direct threat to the principle of "equal justice under law." The conversation then shifts to a more optimistic economic outlook. The host reports on revised GDP numbers, initial jobless claims, and consumer spending, which all point to a much healthier economy than previously reported. They highlight the revised core PCE prices and GDP price index, which have been adjusted downward, to argue that recent media reports of inflation caused by tariffs were a deliberate attempt to mislead the public. The segment concludes by celebrating these positive economic indicators and emphasizing that the "tariffs aren't causing inflation," contrary to what they claim is the prevailing narrative.

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 28-Aug

FactSet U.S. Daily Market Preview

Play Episode Listen Later Aug 28, 2025 3:59


US equity futures are little changed. Asia ended mixed, and European markets are firmer. Nvidia topped consensus revenue guidance though data center sales fell short of more optimistic expectations, and the group authorized a $60B buyback; In trade developments, EU is preparing legislation to cut tariffs on US industrial goods in exchange for lower US auto tariffs, while Mexico is set to raise tariffs on China to placate Washington; Japan's negotiator Akazawa canceled a planned US trip, clouding a $550B investment package, while Chinese officials are expected in Washington though talks are seen as low priority; Market focus remains on core PCE inflation due Friday, with odds of a September Fed rate cut at 87% and roughly 55 bp of easing expected this year.Companies Mentioned: Nvidia, SMIC, Cambricon Technologies

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Thursday, August 28

NewsWare‘s Trade Talk

Play Episode Listen Later Aug 28, 2025 21:48


S&P Futures are trading slightly positive this morning as markets digest the recent earnings report from NVDA.NVDA had a good quarter as AI demand remains strong. The White House removed CDC director Monarez after disagreements with RFK Jr. Two key economic data points before the bell today, Jobless Claims and the 2nd estimated of Q2 GDP. PCE data is scheduled for tomorrow. Markets continue to expect a rate cut at the September meeting. Seeing strong gains in PSTG, SNOW, TCOM and BURL after earnings releases. After the bell today DELL, ADSK, MRVL, AFRM, ULTA, ESTC will be reporting. Tomorrow morning, BABA is scheduled to report.

華爾街見聞
2025.08.28【台積殺尾盤竟是因為 這數據將公布 台股恐大跳水?】#台股怪談 謝晨彥分析師

華爾街見聞

Play Episode Listen Later Aug 28, 2025 61:15


【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 2025.08.28【台積殺尾盤竟是因為 這數據將公布 台股恐大跳水?】#台股怪談 謝晨彥分析師 ☆ 大盤回補多方缺口 週五 #PCE 多空決勝負! ☆ #輝達 利多出盡?為何盤後狂殺5%? ☆ 資金移轉 ? #散裝 、 #面板 和 #軍工 強彈 趁熱追嗎? 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

Capital
Capital Intereconomía 7:00 a 8:00 28/08/2025

Capital

Play Episode Listen Later Aug 28, 2025 58:59


En la primera hora de Capital Intereconomía repasamos las claves del día con Susana Criado, Rubén Gil, Eva Villanueva, Ángeles Lozano y Elena Fraile. Análisis de los mercados en Asia, Wall Street y Europa en tiempo real. En el primer análisis, Rafael Peña, socio fundador de Olea Gestión, comenta las perspectivas para bolsa, bonos y dólar, con el foco puesto en los datos de PIB y PCE en EE.UU.. Además, entrevista a Gustavo Martínez, asesor financiero y catedrático en la Universidad Marroquín, sobre los máximos del S&P500 y Nasdaq, los resultados de NVIDIA y el comportamiento del oro ante tensiones políticas y demanda china.

The Dividend Cafe
Wednesday - August 27, 2025

The Dividend Cafe

Play Episode Listen Later Aug 27, 2025 6:56


Market Trends and Insights - August 27 Edition In this episode of Dividend Cafe, Brian Szytel provides an update from Martin Newport Beach, California. He discusses the current positive market conditions in stocks and bonds. Brian highlights the importance of the PCE data release scheduled for Friday and analyses indicators from various market sectors like commodities, financials, and home builders. Additionally, he addresses the debate between private and public capital markets, explaining the growing volume and attraction of private capital over the past decade. He concludes by mentioning recent trends in IPOs and public financing, suggesting continued growth in these areas. Brian reminds listeners to tune in for more economic insights and encourages questions from the audience. 00:00 Introduction and Market Overview 00:40 Economic Data and Market Indicators 01:06 Market Sentiment and Cyclical Sectors 02:00 Global Economy and Market Expansion 02:33 Investment Strategies and Valuations 02:58 Private Capital vs. Public Markets 04:51 Conclusion and Upcoming Updates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

FactSet Evening Market Recap
Evening Market Recap - Wednesday, 27-Aug

FactSet Evening Market Recap

Play Episode Listen Later Aug 27, 2025 5:07


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.

The Dividend Cafe
Tuesday - August 26, 2025

The Dividend Cafe

Play Episode Listen Later Aug 26, 2025 6:06


Mixed Market Day and Economic Insights – August 26 In this episode of Dividend Cafe, Brian Szytel provides an update from The Bahnsen Group's Newport Beach headquarters on a quiet market day with moderate gains in the Dow, S&P, and Nasdaq. Despite negative durable goods orders, results were better than expected. The episode also discusses mixed data from the Dallas and New York manufacturing surveys, the impact of federal economic policies, the Federal Reserve's role in buying securities, and slight declines in home prices and consumer confidence. Key upcoming data includes the PCE inflation gauge set to be released on Friday. 00:00 Introduction and Market Overview 00:36 Economic Data Highlights 01:47 Federal Reserve and Inflation Discussion 02:50 Housing Market Update 03:29 Consumer Confidence and Market Takeaways 03:51 Upcoming Economic Events 04:09 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Jared Dillian Podcasts
Ep. 426: Dovish or Nuanced? How Markets Reacted to Jackson Hole

Jared Dillian Podcasts

Play Episode Listen Later Aug 26, 2025 11:48


Jared and Cameron discuss various market trends, including Cracker Barrel's rebranding and drubbing (yes, really); reactions to Jackson Hole for stocks, bonds, the US dollar, gold, and silver; and the implications of government intervention in private enterprises. They also cover investment strategies for older investors who are loaded up on tech stocks and look ahead to upcoming economic indicators that could impact the market—namely, Nvidia earnings and PCE.

Capital Markets Quickie
[198-25] Capital Markets Quickie: Stocks Cool as Wall Street Awaits Nvidia's Big Test

Capital Markets Quickie

Play Episode Listen Later Aug 26, 2025 2:50


US markets pulled back on Monday after last week's powerful rally. Nvidia's earnings and Friday's PCE inflation report now take center stage.➡️ Stocks Quickie is the premium format of Capital Markets Quickie – offering deeper insights into company earnings and fundamentals. Hosted by fund manager Endrit Cela, this exclusive content is available only on Spotify. Click to subscribe and take your market knowledge to the next level:https://creators.spotify.com/pod/profile/endrit-cela/subscribeJust a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Stock Market Options Trading
160: This Week in Options Trading: INTC, Broken Wing Butterfly, SPX 0DTE

Stock Market Options Trading

Play Episode Listen Later Aug 25, 2025 47:40


Schwab Market Update Audio
Nvidia, Inflation Data, Auctions Highlight Week

Schwab Market Update Audio

Play Episode Listen Later Aug 25, 2025 10:05


Nvidia earnings on Wednesday and PCE inflation on Friday could determine Wall Street's path in coming days, along with several Treasury auctions. Powell gave stocks a boost Friday.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0825)

TD Ameritrade Network
Powell's Speech Not "Dovish" as Markets Think, Friday's PCE Will Prove Critical

TD Ameritrade Network

Play Episode Listen Later Aug 25, 2025 6:48


"Inflation is still here, inflation is still sticky," says Charles Schwab's Collin Martin. He makes the case that the markets put too much focus on the jobs portion of Jerome Powell's Jackson Hole speech, which investors interpreted as bullish for an interest rate cut in September. He adds that Friday's core PCE report can completely flip the Fed's script. Liz Ann Sonders adds to that point, telling investors to look beyond September. She believes Wall Street needs to focus on the long-term impacts of interest rate cuts and what they mean for the economy's health.======== 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

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고현준의 뉴스 브리핑
250825(2) [찬란한 경제] (1) 한미 정상회담 통상의제…마스가·대미투자·원전협력 '주목' / (2) 경제계 “노란봉투법 통과 유감…사용자 방어권 보장 입법해야” / (3) 석유화학 구조조정…에틸렌

고현준의 뉴스 브리핑

Play Episode Listen Later Aug 25, 2025 16:08


250825(2) [찬란한 경제] (1) 한미 정상회담 통상의제…마스가·대미투자·원전협력 '주목' / (2) 경제계 “노란봉투법 통과 유감…사용자 방어권 보장 입법해야” / (3) 석유화학 구조조정…에틸렌 370만t 감축 / (4) 이번주 美증시, 엔비디아·PCE에 달렸다 - 염승환

On The Tape
Meet The New Boss, Same As The Old Boss

On The Tape

Play Episode Listen Later Aug 21, 2025 34:06


Dan Nathan and Guy Adami discuss recent market volatility, the impact of Federal Reserve minutes, and the upcoming Jackson Hole symposium. They analyze retail earnings, with a focus on the poor performance of Target and the contrasting success of Walmart and TJX. The conversation touches on the challenges of inventory management and corporate governance at Target. They also delve into the implications of tariffs, the potential for geopolitical events to influence markets, and the resilience of market participants. The discussion includes insights on Palantir's stock movements, the potential for AI trade valuation growth, and the importance of monitoring economic indicators such as the PCE reading and jobs report. Finally, they contemplate the influence of political pressures on the Federal Reserve and the possible market reactions to Fed Chair Powell's upcoming speech at Jackson Hole. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Thoughts on the Market
The Fed's Next Moves After Mixed Data

Thoughts on the Market

Play Episode Listen Later Aug 20, 2025 4:43


Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we're standing by our baseline call for a higher bar for a rate cut. Read more insights from Morgan Stanley.----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha, Global Economist at Morgan Stanley. Today – our evaluation of the Fed's policy path following the July CPI print, and the broader implications for other central banks. It's Wednesday, August 20th at 2pm in New York. Our baseline call has been that the Fed will remain on hold this year, and last week's CPI print has not changed that view. As we have noted, average tariff rates are still ramping up given the implementation delays, and so their cumulative effect on prices could be more lagged. Within the CPI print, tariff exposed goods other than apparel and autos continued to be firm. The surprise came in services inflation, which showed a reversal led by the uptick in airfares and hotel prices, which had been running in deflationary territory for much of this year. Some of the pushback against our view on inflation stepping up over the summer due to tariffs was that services disinflation could compensate. But as this print showed, that is unlikely to be the case. While we expect services inflation to continue to moderate, we think that services disinflation in the first half of [20]25 was exaggerated by weakness and volatile competence; and both core CPI and core PCE inflation are still at their pace from last year. So further acceleration in goods inflation from tariff effects over the summer would still see inflation remaining well above the Fed's target. After the July U.S. employment and CPI reports, the bar for the Fed to stay on hold in September is clearly higher. So, what are the risks to our call? The road goes back to how the data and the Fed's reaction function will evolve over ahead of the September meeting. The August jobs report will be important. If it is a solid employment report, with a sequential acceleration in payrolls and the unemployment rate around 4.2 to 4.3 percent, then the Fed could likely look through the weakness in the May and June prints – attributing the slowdown to the uncertainty following Liberation Day and not representative of the underlying trend. If, however, there were to be a sharp drop off in the hiring pace, which is currently not being indicated by other job market indicators such as jolts or claims, then the Fed could take the view that the labor market is much weaker than anticipated and restart easing. There is also the possibility of a cut from a risk management perspective. Even with inflation running well above target, the Fed could take the July employment report as a clear signal of downside risk to the labor market and start the easing cycle. Messaging from Fed officials has so far been mixed, with some taking signal from the jobs data and others remaining less worried with the unemployment rate remaining low. Outside the U.S., central bank trajectories remain tightly linked to both the Fed's path and the evolving U.S. growth outlook. Recent labor market data have introduced downside risks to our ECB and BoJ calls. In Europe, if Euro strength persists and U.S. recession risks rise, our euro area economists see a reduced risk to their September easing baseline. In Japan, the Bank of Japan remains cautious. Stronger U.S. data could tilt the balance toward a rate hike later this year – though October remains a high hurdle, making December or beyond more plausible. That said, if the U.S. economy slows in line with our forecast, the likelihood of further BoJ tightening diminishes reinforcing our base case – the BoJ staying on hold through end of 2026. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

The Real Estate Crowdfunding Show - DEAL TIME!
Tariffs, Trust, and the Cost of Capital

The Real Estate Crowdfunding Show - DEAL TIME!

Play Episode Listen Later Aug 20, 2025 53:49


The Signal Beneath the Noise Serious operators obsess over the next print, but my podcast/YouTube guest this week, Bankrate senior economic analyst, Mark Hamrick, argues the industry is missing the structural signals that actually set the cost of capital and shape demand.   Start with this premise: Data credibility is a macro variable.   When the quality of national jobs and inflation statistics is questioned, it is not just an esoteric Beltway quarrel; it becomes a pricing input for Treasuries and, by extension, mortgages, construction loans and exit cap rates.   As Hamrick puts it, the path to good decisions for households, enterprises and policymakers ‘is lined by high quality economic data, most of which is generated by the federal government.' Hamrick's concern is not theoretical. He links the chain plainly: if markets doubt the numbers guiding the Federal Reserve's dual mandate, you can ‘envision a scenario where there's less demand for our Treasury debt,' forcing higher yields to clear supply – an economy‑wide tax that lifts borrowing costs from mortgages to autos and narrows the Fed's room to maneuver.   What Happens If Trust Erodes? The near‑term catalyst for this anxiety is unusual: the Labor Department's head statistician was fired after unfavorable revisions, and an underqualified nominee has floated ideas as extreme as not publishing the data at all. Hamrick's advice for investors and executives is simple: pay attention. This may not break the system tomorrow, but it introduces risk premia where none previously existed.   Through a real estate lens, the translation is straightforward.   Underwriting already contends with volatile inputs on rents, expenses and exit liquidity; add a credibility discount on macro data and your discount rate moves against you. Prudent sponsors should stress‑test deals for a modest upward shock in base rates – an echo of Hamrick's ‘economy‑wide tax' – and consider how thinner debt markets would propagate through construction starts and refis.   Housing's Lock‑In: Inventory, Not Prices, Is the Release Valve The ‘lock‑in effect' remains the defining feature of U.S. housing. Owners sitting on sub‑3% mortgages are rationally immobile, starving resale inventory and suppressing household formation mobility, a dynamic Hamrick equates with today's ‘no hire, no fire' labor market: stable but sluggish churn. Builders fill some of the gap, but affordability remains constrained by national price firmness and still‑elevated mortgage rates relative to the pandemic trough.   What happens if mortgage rates dip to 6.25% or even 5.5%? Don't expect a binary ‘unlock.' Hamrick argues for incremental improvement rather than a light switch: lower rates would expand qualification and appetite gradually, and, crucially, free inventory. He is less worried that cheaper financing simply bids up prices; the supply response from would‑be sellers is the more powerful margin effect.   For operators underwriting for‑sale housing (build to rent or single-family home developments), the tactical read is to focus on markets where latent move‑up sellers dominate and where new‑home concessions currently set the comp stack. He also reminds us of the persistent, national‑level truth: prices have been unusually firm for years; in the U.S., homeownership is still the primary path to wealth – advantage owners, disadvantage non‑owners.   Wealth Transfer: Inequality In, Inequality Out The widely cited $84 trillion Boomer‑to‑GenX/Millennial wealth transfer via inheritance won't repair the middle class. It will mainly perpetuate asset inequality: assets beget assets, and the recipients most likely to inherit are already nearer the ‘have' column. That implies continuing bifurcation in housing demand (prime school districts, high‑amenity suburbs) alongside a renter cohort optimizing for cash‑flow goals rather than equity growth. For CRE, that supports a barbell: high‑income suburban nodes + durable rental demand where incomes grow but deposits lag.   Renting Without Shame and the Budget Reality Check Hamrick is refreshingly direct: there is no shame in renting as, perhaps, there used to be. For many households, renting is a rational bridge to other financial goals; build emergency savings, avoid surprise home maintenance expenses, and keep debt service from getting ‘too far out over your skis.'   For CRE owners, this fortifies the case for professionally managed rental product with transparent total‑cost‑of‑living and flexible lease options. For lenders, it argues for cautious debt-to-income ratios and expense reserves in first‑time buyer programs.   Tariffs, Inflation, and the New Dashboard Hamrick closes with a monitoring list to stay on top of dominant economic trends: labor market strength (monthly employment; weekly jobless claims), the inflation complex (Consumer Price Index (CPI), Producer Price Index (PPI), and Personal Consumption Expenditures index (PCE)), and the full housing tape (mortgage rates, existing/new sales, builder confidence, starts) plus, of course, one political‑economy input now impossible to ignore: tariffs, with the effective rate at the highest level since the Great Depression.   For CRE, tariffs are not an abstract: they seep into materials costs, fit‑out budgets, and the headline inflation path that steers the Fed. Sponsors should build tariff scenarios into Guaranteed Maximum Price (GMP) contingencies and model procurement alternates.   Actionable Takeaways for CRE Professionals Price a credibility premium: Run sensitivities for higher Treasury yields if data trust wobbles; Pay attention to how easily the government can sell its debt and the extra yield investors demand on longer bonds. Both shape interest rates, which then filter into real estate cap rates. Underwrite inventory elasticity, not sticker shock: As rates ease, model inventory release ahead of price spikes; focus on submarkets with pent‑up sellers. Lean into renting's rationality: Product that aligns with household cash‑flow priorities will capture durable demand while affordability resets. Track tariffs as a construction line‑item and macro tailwind to inflation: Feed this into budgets and hold periods. My conversation with Mark really brought home how connected real estate is to the bigger capital markets picture. If you want a sense of where cap rates are heading, keep an eye on the bond market – because that's where the story starts.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

TD Ameritrade Network
Inflation Shifts and Consumer Backlash: MSFT, SAM, BF/B in the Crosshairs

TD Ameritrade Network

Play Episode Listen Later Aug 15, 2025 4:47


Eddie Yoon breaks down the latest data on the consumer, citing flat PCE and disposable income growth despite inflation headwinds. He believes the 2% inflation rate is "far behind us," and 3% will become the new normal, driven in part by surging energy costs and AI-driven demand. Yoon also notes the potential for a consumer backlash against big tech companies like Microsoft (MSFT), which are driving up energy costs while cutting high-paying jobs. He sees a generational shift in spending habits, with younger consumers favoring experiences and sustainable living over traditional categories like alcohol, which could spell trouble for companies like Boston Beer Company (SAM) and Brown Forman (BF/B).======== 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

Lance Roberts' Real Investment Hour
8-14-25 Will the Fed Cut Rates NOW

Lance Roberts' Real Investment Hour

Play Episode Listen Later Aug 14, 2025 44:42


Will the Federal Reserve blink and cut rates now? Lance Roberts & Michael Lebowitz break down the latest inflation data, economic trends, and market signals that could force the Fed's hand and what it means for your portfolio. Lance previews today's PPI report, which could reveal tariff inflation producers are having to pay. More importantly will be any trend PPI numbers reveal. Markets continue to touch all time highs amid fundamental weaknesses. Following Wednesday's CPI number, is the Fed going to be forced to lower rates? Lance and Michael discuss pro's & con's and the "Sneaky" Inflation index; why PPI is a more accurate gauge of tariff inflation. Markets have already pried-in the next rate cut. Forward earnings expectations are very elevated...and deviated from economic realities. Michael Reviews the "UPS Barometer" of activity; only ten companies are driving market gains presently; the S&P 490 are struggling. What if Nvidia stumbles in next report? (This is NOT the end of the AI cycle.) Markets over-estimate growth; are rotating sectors more rapidly; how long will the rotations stick? Fundamentals matter more to small- and mid-cap companies, more susceptible to economic changes. WHat will the Fed be thinking following PPI, PCE, & Nvidia report next week? SEG-1a: PPI & Retail Sales Preview - Will Tariff Inflation Appear? SEG-1b: Sector Rotation Beginning to Appear SEG-2a: What Are the Odds of a 50 vs 25 Rate Cut? SEG-2b: The Shoe Price Index & "Sneaky" Inflation SEG-2c: Why PPI Data is Important Tell of Tariff Inflation SEG-2d: What Would Market Response Be to 1/2-pt. cut? SEG-2e: Earnings Growth is Being Driven By Only Ten Companies SEG-2f: What If Nvidia Stumbles? SEG-2g: Markets Are Richly Priced on a Narrative SEG-2h: How Long Will This Rotation Stick? SEG-2i: The Fundamental Realities of Small- & Mid-Caps SEG-2j: The SimpleVisor Thematic Portfolio Tools SEG-2k: Wait to Gauge the Fed Post-PPI, PCE, & Nvidia Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=D1vTkvEIUxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "The Index Isn't Always Accurate: Factors Influencing Yields" https://realinvestmentadvice.com/resources/blog/the-index-isnt-always-accurate-factors-influencing-yields/ "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Breadth Expands," is here: https://www.youtube.com/watch?v=2gfnyTW59w8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Portfolio Concentration: Hidden Risks That Can Sink Your Returns," https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBreadth #MarketRally #MarketWeakness #AllTimeHighs #SectorRotation #FederalReserve #RateCut #InterestRates #USEconomy #StockMarketNews #InvestingAdvice #Money #Investing

The Real Investment Show Podcast
8/14/25 Will the Fed Cut Rates NOW??

The Real Investment Show Podcast

Play Episode Listen Later Aug 14, 2025 44:43


Will the Federal Reserve blink and cut rates now? Lance Roberts & Michael Lebowitz break down the latest inflation data, economic trends, and market signals that could force the Fed's hand and what it means for your portfolio.  Lance previews today's PPI report, which could reveal tariff inflation producers are having to pay. More importantly will be any trend PPI numbers reveal. Markets continue to touch all time highs amid fundamental weaknesses. Following Wednesday's CPI number, is the Fed going to be forced to lower rates? Lance and Michael discuss pro's & con's and the "Sneaky" Inflation index; why PPI is a more accurate gauge of tariff inflation. Markets have already pried-in the next rate cut. Forward earnings expectations are very elevated...and deviated from economic realities. Michael Reviews the "UPS Barometer" of activity; only ten companies are driving market gains presently; the S&P 490 are struggling. What if Nvidia stumbles in next report? (This is NOT the end of the AI cycle.) Markets over-estimate growth; are rotating sectors more rapidly; how long will the rotations stick? Fundamentals matter more to small- and mid-cap companies, more susceptible to economic changes. WHat will the Fed be thinking following PPI, PCE, & Nvidia report next week? SEG-1a: PPI & Retail Sales Preview - Will Tariff Inflation Appear? SEG-1b: Sector Rotation Beginning to Appear SEG-2a: What Are the Odds of a 50 vs 25 Rate Cut? SEG-2b: The Shoe Price Index & "Sneaky" Inflation SEG-2c: Why PPI Data is Important Tell of Tariff Inflation SEG-2d: What Would Market Response Be to 1/2-pt. cut? SEG-2e: Earnings Growth is Being Driven By Only Ten Companies SEG-2f: What If Nvidia Stumbles?  SEG-2g: Markets Are Richly Priced on a Narrative  SEG-2h: How Long Will This Rotation Stick? SEG-2i: The Fundamental Realities of Small- & Mid-Caps SEG-2j: The SimpleVisor Thematic Portfolio Tools SEG-2k: Wait to Gauge the Fed Post-PPI, PCE, & Nvidia Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=D1vTkvEIUxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "The Index Isn't Always Accurate: Factors Influencing Yields" https://realinvestmentadvice.com/resources/blog/the-index-isnt-always-accurate-factors-influencing-yields/ "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Breadth Expands," is here:  https://www.youtube.com/watch?v=2gfnyTW59w8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Portfolio Concentration: Hidden Risks That Can Sink Your Returns," https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBreadth #MarketRally #MarketWeakness #AllTimeHighs #SectorRotation #FederalReserve #RateCut #InterestRates #USEconomy #StockMarketNews #InvestingAdvice #Money #Investing

FactSet Evening Market Recap
Evening Market Recap - Thursday, 14-Aug

FactSet Evening Market Recap

Play Episode Listen Later Aug 14, 2025 5:09


US equities were little changed in Thursday trading. A very quiet session as stocks were fairly rangebound, didn't do much despite much hotter than expected July PPI. Data sparked pullback in market pricing around 50 bp September cut, though still pricing in 90%+ chance of a 25 bp cut, while economists noted hotter PPI likely to have limited spillover effect for PCE.

TD Ameritrade Network
Comparing Different Inflation Reports

TD Ameritrade Network

Play Episode Listen Later Aug 14, 2025 9:11


Mike Dickson looks under the hood of the CPI and PPI reports this week, emphasizing the rise in services prices. He also talks about the differences between these reports and PCE data coming at the end of the month. He thinks the muted market reaction comes from the assumption that PCE won't be that bad. Generally, Mike notes strong corporate earnings and profitability this quarter.======== 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

Thoughts on the Market
A Whiff of Stagflation

Thoughts on the Market

Play Episode Listen Later Aug 7, 2025 3:32


So far, markets have shown resilience, despite the volatility. However, our Head of Corporate Credit Research Andrew Sheets points out that economic data might tell a different story over the next few months, with a likely impact on yields.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today – how a tricky two months could feel a lot like stagflation, and a lot different from what we've had so far this year.It's Thursday, August 7th, at 2pm in London. For all the sound and fury around tariffs in 2025, financial markets have been resilient. Stocks are higher, bond yields are lower, credit spreads are near 20-year tights, and market volatility last month plummeted.Indeed, we sense increasing comfort with the idea that markets were tested by tariffs – after all we've been talking about them since February – and weathered the storm. So far this year, growth has generally held up, inflation has generally come down, and corporate earnings have generally been fine.Yet we think this might be a bit like a wide receiver celebrating on the 5-yard line. The tricky impact of tariffs? Well, it might be starting to show up in the data right now, with more to come over the next several months.When thinking about the supposed risk from tariffs, it's always been two fold: higher prices and then also less activity, given more uncertainty for businesses, and thus weaker growth.And what did we see last week? Well, so-called core-PCE inflation, the Fed's preferred inflation measure, showed that prices were once again rising and at a faster rate. A key report on the health of the U.S. jobs market showed weak jobs growth. And key surveys from the Institute of Supply Management, which are followed because the respondents are real people in the middle of real supply chains, cited lower levels of new orders, and higher prices being paid.In short, higher prices and slower growth. An unpleasant combo often summarized as stagflation.Now, maybe this was just one bad week. But it matters because it is coming right about the time that Morgan Stanley economists think we'll see more data like it. On their forecasts, U.S. growth will look a lot slower in the second half of the year than the first. And specifically, it is in the next three months, which should show higher rates of month-over-month inflation, while also seeing slower activity.This would be a different pattern of data that we've seen so far this year. And so if these forecasts are correct, it's not that markets have already passed the test. It's that the teacher is only now handing it out. For credit, we think this could make the next several months uncomfortable and drive some modest spread widening. Credit still has many things going for it, including attractive yields and generally good corporate performance. But this mix of slower growth and higher inflation, well, it's new. It's coming during an August/September period, which is often somewhat more challenging for credit. And all this leads us to think that a strong market will take a breather.Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

NerdWallet's MoneyFix Podcast
Here's What Tariffs Could Cost You (Plus: Downgrade or Ditch Your Premium Card?)

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Aug 7, 2025 32:02


Understand how new tariffs may hit your wallet and whether premium credit card fees are still worth it. What do new U.S. tariffs mean for prices on everyday goods and cars? What should you consider when choosing a premium travel credit card? Hosts Sean Pyles and Elizabeth Ayoola discuss the latest economic indicators and the changing landscape of credit card perks to help you understand how today's macroeconomics and personal finance decisions intersect. Joined by news Nerds Anna Helhoski and Rick VanderKnyff, the team unpacks key insights from recent federal data drops. They begin with a discussion of the latest tariffs and economic reports, with tips and tricks on understanding how import duties impact consumer prices, why inflation could be on the rise again, and how job growth revisions may affect consumer sentiment.  Then, credit card Nerd Melissa Lambarena joins Sean and Elizabeth to discuss whether high-fee premium cards still deliver value. They cover how reward structures are changing, when it makes sense to downgrade instead of cancel, and how opening or closing a card affects your credit score. Take the Smart Money Podcast Listener Survey 2025 and enter to win a prize! https://nerdwallet.com/podsurvey  Card benefits, terms and fees can change. For the most up-to-date information about cards mentioned in this episode, read our reviews: Chase Sapphire Reserve Makes Big Changes: Higher Fee, New Rates, More Perks https://www.nerdwallet.com/article/credit-cards/chase-sapphire-reserve-overhaul-june-2025  Chase Sapphire Preferred Review: Strong Option for Travel Rewards https://www.nerdwallet.com/reviews/credit-cards/chase-sapphire-preferred  Chase Freedom Unlimited Review: A Potential One-Card Solution https://www.nerdwallet.com/reviews/credit-cards/chase-freedom-unlimited  American Express Platinum Review: Top-Notch Lounge Access, Big Credits https://www.nerdwallet.com/reviews/credit-cards/american-express-platinum  5 Things to Know About the Bank of America Premium Rewards Elite Credit Card https://www.nerdwallet.com/article/credit-cards/5-things-to-know-about-the-bank-of-america-premium-rewards-elite-credit-card  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: tariffs 2025, credit card downgrade effects, new credit card impact on credit score, consumer inflation trends 2025, unemployment report July 2025, core PCE inflation rate, job growth revisions BLS, credit card rewards explained, travel credit card comparison, high annual fee credit cards, credit card utilization ratio, closing credit card and credit score, 2025 economic outlook, de minimis exemption 2025, trade war impact on consumers, credit card strategy during inflation, interest rates and consumer debt, credit card perks vs cost, credit card churn risks, emergency fund importance 2025, how tariffs raise consumer prices, July 2025 consumer sentiment, credit card reward program changes, and economic uncertainty and spending. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Emprendeduros
EP. #339 | ¿Se viene otra gran impresión de dinero?

Emprendeduros

Play Episode Listen Later Aug 1, 2025 85:56


¡Emprendeduros! En este episodio Rodrigo y Alejandro nos dan una actualización de mercado donde hablan del estatus del mercado, de los acuerdos comerciales y el día de la liberación parte 2, de la Reserva Federal, del PCE, PIB y reporte de empleos así como sus predicciones a lo que se viene. Para mas información sobre el fondo visita: https://emprendedurosventures.com/ Al final del episodio tenemos una actualización de una de las inversiones del Fondo de Emprendeduros - Lumen Sito: https://drinklumen.com/ Instagram: https://www.instagram.com/meetlumen/ ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

The Dividend Cafe
Thursday - July 31, 2025

The Dividend Cafe

Play Episode Listen Later Jul 31, 2025 7:53


Market Recap and Economic Data Insights: July 31st Edition In this episode of Dividend Cafe, Brian Szytel recaps the market performance on July 31st, noting a modest downturn despite positive tech earnings. Key economic data discussed includes initial jobless claims, PCE inflation data, and a stronger-than-expected Chicago PMI number. The host also dives into how inflation and rate of return assumptions impact financial planning. The episode concludes with insights on the energy sector's reduced volatility and improved balance sheets, emphasizing the sector's potential for dividend growth. 00:00 Introduction and Market Overview 00:53 Economic Data Highlights 02:42 Inflation and Financial Planning Assumptions 04:22 Energy Sector Insights 06:13 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Millionaire Mindcast
Crypto Cycles, Market Moves & Building Wealth Without the Hype | Money Moves

Millionaire Mindcast

Play Episode Listen Later Jul 30, 2025 69:30


In this value-packed episode of Money Moves, Matty A and Ryan Breedwell break down key economic updates, decode crypto and stock market cycles, and share real-world financial strategies to build and protect wealth in any environment.From the upcoming FOMC decision to what's really driving market momentum, the hosts dive deep into how investors should be thinking about interest rate shifts, housing stagnation, and crypto's evolving role in long-term portfolios. They also tackle the psychology behind investing success—and failure—including why retail investors underperform and how to overcome the common traps.Whether you're a seasoned investor or just starting your journey, this episode blends economic insight with actionable takeaways that will help you make smarter financial decisions today.What You'll Learn in This Episode:[00:00] Why most people fail at investing—and how to keep it simple[01:47] The economic events shaping markets this week (FOMC, GDP, PCE & more)[02:29] Understanding market cycles in stocks and crypto[05:00] Why short-term bonds are signaling rate cuts—and what that means for investors[17:42] Real estate reality: delayed impact of monetary policy & home equity trap[26:15] The rise of the “renter nation” and affordability crisis explained[32:59] Proven wealth-building habits most people ignore[53:07] Bitcoin vs. Ethereum vs. Solana—what smart money is doing now[57:49] The 4 phases of the crypto market cycle (and where we are today)[65:07] How to avoid losing money in crypto during peak hype cyclesResources & Mentions:Get your free financial X-ray: Text X-RAY to 844-447-1555Learn more about the Wise Investor Mastermind in Napa: Text NAPA to 844-447-1555Visit: www.WiseInvestorVault.com for free tools & resourcesWant to access Matty A's private deals list? Text DEALS to 844-447-1555Final Thought:The game of wealth isn't reserved for the elite—it's about education, action, and consistency. Whether you're navigating stocks, real estate, or crypto, the key is to skill up and stay focused.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555