Podcasts about PCE

Yesterday's head-snapping court rulings on tariffs caused confusion, which could mean cautious markets. Meanwhile, investors await today's PCE prices and consumer sentiment data.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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 decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.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, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification 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.(0131-0525)

Market Insights and Sovereign Debt Discussion - Dividend Cafe In this episode of Dividend Cafe, Brian Szytel discusses the recent market movements following a significant rise due to a delay in tariffs on the EU. He covers the Richmond Fed survey results, FOMC meeting minutes, and the implications of long-term sovereign debt yields, particularly from Japan. Brian also breaks down the ownership of US Treasury debt and the impact of foreign investments. Looking ahead, he previews upcoming economic data releases, including Q1 GDP, jobless claims, pending home sales, and PCE data. Listeners are briefed on the market's current status and forthcoming economic indicators. 00:00 Introduction and Market Recap 00:35 Economic Calendar and Market Sentiment 00:51 Impact of Trade Announcements 01:55 Sovereign Debt and Treasury Holdings 03:46 Japan's Debt and Yield Curve Control 05:43 Upcoming Economic Data and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by returning guest Skanda Amarnath, Executive Director of Employ America, as they dive deep into macroeconomic dynamics, market reactions, and policy shifts.Together, they examine inflation metrics, shifting recession probabilities, the role of tariffs, and the evolving landscape of productivity and AI-related capital investment. Skanda brings grounded clarity on interpreting economic data without succumbing to noise or sensationalism, offering practical insights for advisors and investors alike.Key Takeaways:PCE vs CPI for Tracking Inflation: CPI gets more attention due to its simplicity and timing, but the Fed prioritizes PCE. Skanda emphasizes that CPI may be better for gauging immediate market sentiment, while PCE is conceptually stronger for long-term economic trends.Macro Noise & Recession Probability: Macroeconomic forecasting in today's environment is fraught with uncertainty. Constant updates from institutions and media (e.g., fluctuating recession odds) highlight the need for discipline in economic modeling and scenario planning.Economic Resilience Remains Strong: Despite shocks from trade policies and tariffs, data like payroll growth and strong consumer balance sheets suggest the U.S. economy remains fundamentally sound.Tariff Impacts on Inflation and Growth: Tariffs increase costs that are typically passed through to businesses and consumers; however, much depends on the magnitude. Unilateral trade policies introduce substantial risk and uncertainty for exporters and investors.AI-Driven Productivity Is Real — But Vulnerable: Capital expenditures in Q1 were strongly influenced by AI infrastructure investments. While this is currently a major tailwind for GDP and productivity, overreliance on one sector (like tech) can create future vulnerabilities if momentum shifts.Why Lower Oil Prices Haven't Translated to Relief at the Pump Oil prices are down, but gas prices haven't followed suit. Sonu dove into that topic in his recent blog: https://www.carsongroup.com/insights/blog/why-lower-oil-prices-havent-translated-to-relief-at-the-pump/Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrick Connect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Connect with Skanda:• X: @IrvingSwisher Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com #FactsVsFeelings #Macroeconomics #Inflation #CPI #PCE #RecessionWatch #EconomicForecast #AIInvestment #ProductivityGrowth #Tariffs #FinancialMarkets #EmployAmerica #RyanDetrick #SonuVarghese #SkandaAmarnath

In this episode, host Sean Grady sits down with Jim Galligan, Senior Vice President at TerraTherm, to discuss advanced thermal remediation technologies. Jim, an industry veteran with over 34 years of expertise, dives deep into thermal conduction heating (TCH), electrical resistance heating (ERH), and steam-enhanced extraction (SEE)—powerful techniques used to remediate recalcitrant contaminants like PFAS, chlorinated solvents (PCE, TCE), PCBs, dioxins, and petroleum hydrocarbons.Learn how thermal remediation effectively targets complex contaminant source zones, even beneath buildings or challenging infrastructure, and discover why depth and geology are no longer barriers. Jim dispels common myths about thermal technologies, addresses lifecycle costs compared to traditional methods like chemical oxidation, and explains critical factors such as power infrastructure and hydrogeological site characterization.Ideal for environmental consultants, remediation engineers, and project managers looking for proven strategies to achieve rapid and reliable cleanup goals. Join us as we uncover how TerraTherm is driving innovation in environmental remediation, offering sustainable solutions and unparalleled performance in treating soil and groundwater contamination.#EnvironmentalTransformation #ThermalRemediation #TerraTherm #SoilCleanup #GroundwaterRemediation #PFAS #environmentalengineering 00:00 – Introduction to the Environmental Transformation Podcast01:15 – Meet Jim Galligan: 34 Years in Thermal Remediation03:25 – Overview of TerraTherm and Its Mission06:40 – What Is Thermal Remediation? Key Technologies Explained10:55 – Thermal Conduction Heating (TCH) Deep Dive13:45 – Electrical Resistance Heating (ERH) Explained16:05 – Steam-Enhanced Extraction (SEE) Use Cases18:10 – Ideal Site Conditions for Thermal Remediation22:30 – Treating Deep Contaminant Zones: Why “Deeper Is Cheaper”25:00 – Real-World Project Examples and Case Studies29:15 – Site Selection and Design Considerations33:45 – Comparing Lifecycle Costs of Thermal vs. Chemical Treatments37:20 – Power Infrastructure Needs and Utility Coordination41:50 – Debunking Common Myths About Thermal Remediation50:10 – Regulatory Cleanup Goals and Treatment Effectiveness54:20 – Remediation of PFAS, Dioxins, PCBs, and VOCs59:30 – Thermal's Impact on Soil and Microbial Recovery1:03:00 – Thermally Enhanced Bioremediation and Future Innovations1:06:40 – How to Design an Effective Thermal Treatment System1:10:00 – How to Contact TerraTherm and Learn More

Learn what a shrinking GDP means for you. Plus: how to handle your HSA if your employer stops contributing. Is the U.S. in a recession? How do you roll over an HSA when your employer stops contributing? Hosts Sean Pyles and Elizabeth Ayoola discuss the current state of the economy and how to manage your Health Savings Account (HSA) to help you protect your finances. Joined by NerdWallet news writer Anna Helhoski and economist Elizabeth Renter, they begin with a discussion of economic indicators, offering insights into why the GDP shrank in Q1, how tariffs and inflation are affecting consumer behavior, and what signs might point to a looming recession. Then, NerdWallet health insurance expert Kate Ashford joins Sean and Elizabeth to discuss HSA rollovers. They discuss when it makes sense to move your HSA to a new provider, the tax implications of selling HSA investments, and how to avoid penalties during a rollover. Whether you're consolidating accounts or reevaluating where to keep your medical savings, this segment breaks down your options and highlights key deadlines and common pitfalls to watch out for. Learn more about how (and why) to invest with your HSA: https://www.nerdwallet.com/article/investing/how-to-invest-hsa  In their conversation, the Nerds discuss: recession 2025, are we in a recession, GDP contraction, health savings account rollover, HSA rollover rules, economic indicators 2025, consumer sentiment index, inflation 2025, core PCE inflation, high deductible health plan, HSA transfer process, in-kind HSA transfer, trustee-to-trustee HSA rollover, capital gains taxes HSA, how to avoid HSA penalties, HSA 60 day rule, HSA rollover timeline, federal tariffs and economy, HSA investment options, HSA fees comparison, emergency fund strategy, when to move an HSA, economic impact of tariffs, HSA cash vs investment transfer, consumer confidence 2025, saving during economic uncertainty, signs of recession, HSA matching contributions ended, managing money in downturn, and investing HSA funds. 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.

Should the United States delist Chinese stocks? At first thought with all the craziness of the trade war it sounds like delisting all the Chinese companies from the American stock markets may be a good idea. It is important to know that there are 286 Chinese companies listed on major US stock exchanges. You'll recognize some of the names like Alibaba, Baidu and JD.com. It is estimated by analysts at Goldman Sachs that US institutional investors currently own about $830 billion worth of Chinese stocks. That is more than two times what the Chinese own of US stocks as that is estimated around $370 billion. But a quick sell off could bring down stock valuations and make it difficult to get out of many of these stocks on both sides. An important piece of information I brought up a couple years ago was the Accountable Act which came to be in 2020. This allows the Securities Exchange Commission to ban foreign companies from trading if American regulators are not allowed to inspect the auditors for three years in a row. I always worry about Chinese companies because of what I call government accounting. They are not held to the same accounting standards there and I believe companies may list financial statements based on what the government tells them. There have been some Chinese companies that delisted themselves rather than going through an audit. I think that tells you quite a bit. My feeling is we should not delist all the Chinese stocks that trade on American stock exchanges under what is known as ADRs, but be sure that the Chinese companies have the same transparency as American companies when it comes to their financial statements. If we can't get that transparency, then those companies should be delisted.    Jobs report shows more evidence the economy is in good shape US nonfarm payrolls grew by 177k in the month of April, which easily topped the estimate of 133k. Jobs remained robust in health care as the sector added 51k jobs in the month of April and employment in transportation and warehousing and financial activities was also strong as the groups added 29k and 14k jobs respectively in the month. Other categories like construction, manufacturing, leisure and hospitality, and retail trade saw little or no change in payrolls, while government declined by 9k jobs in the month. Government jobs are now down by 26k since January, but remember employees on paid leave or receiving ongoing severance pay are still counted as employed. This likely means we will continue to see losses accelerate in this category as the year continues. Negatives in the report included the fact that employment numbers were revised down by a total of 58k in the previous two months. Also, April's reading was lighter than March's reading of 185k, but considering the unemployment rate remains at 4.2%, I still see these jobs gains as impressive, especially with all the negativity that people have been discussing. With that said, I still do anticipate weaker numbers in terms of the payroll additions in future months, but if the unemployment rate remains low I don't see that as a problem. On the inflation front, we also got good news with average hourly earnings rising just 3.8%. I see this as a healthy increase that does not put pressure on inflation like when wages were growing over 5% in 2022.     Job openings look problematic on the surface In the March Job Openings and Labor Turnover Survey, job openings totaled 7.2 million. This was below February's reading of 7.5 million and the estimate, which also stood at 7.5 million. This is still not super concerning to me. We tend to forget how strong the labor market has been and while we continue to see a softening, there is plenty of room before I see cause for concern. Just for reference, job openings in 2019 averaged approximately 7.2 million, in 2018 they averaged approximately 6.8 million, and in 2017 they averaged approximately 6.2 million. Compare that to where we are today and that should give you more comfort. Another area I saw as positive in the report was the fact that quits totaled 3.3 million, which produced a quit rate of 2.1%. This is important because if people were truly concerned about a major slowdown and thought they would not be able to find work elsewhere, I don't believe they would be quitting their jobs. These quit numbers are still quite close to 2019 levels, which many considered as a very strong economy. That year quits averaged approximately 3.5 million and there was an average quit rate of about 2.3%. Also in the report, we saw layoffs remained quite low at 1.6 million. Back in 2019, layoffs averaged around 1.8 million per month. There is no doubt that uncertainty remains and that will have some impact on businesses and their hiring plans, but in terms of it pushing the economy into a major recession, since we are coming from such a healthy level, I just don't see that happening.   Are we in the middle of a recession? The first reading of Q1 GDP showed a decrease of 0.3%. A recession is generally defined as two consecutive quarters of declining GDP, so some may argue we are half way there. Let us not forget in 2022 we did see two consecutive quarters of declining GDP as Q1 declined 1.4% and Q2 showed an advance estimate that was down 0.9%. After further research the second quarter ended up seeing a total reversal and it is now reported to have actually grown by 0.3%. Even with the difficult start, that year ended with a 2.1% growth rate. We also can't forget that the National Bureau of Economy Research (NBER) makes the official call on recession and they use a broader set of indicators that led them not to declare a recession in 2022. I say all of this because I still believe even if we hit a technical recession, if employment remains strong, I don't believe we would have an “official” recession. I am still unsure that we will even see Q2 GDP decline and we could also see revisions to Q1 that lift it to a positive reading. I say this because if you look at the actual underlying numbers in the report, it is not nearly as bad as the headline decline. On the positive front, consumer spending actually grew 1.8% in the quarter as services showed a nice increase of 2.4%. Also, private domestic investment saw a surge of 21.9%, this was led by investments in equipment as they grew 22.5% in the quarter. You might be asking with numbers like these how did we see a negative GDP? To start, government spending fell 1.4% in the quarter. This was led by a decline of 5.1% in spending by the federal government. The group as a whole ended up subtracting 0.25% from the headline GDP number. While this was impactful, the real reason for the decline in GDP was trade. Companies were trying to get ahead of looming tariffs and imports surged 41.3%. This compared to an increase of just 1.8% for exports. The huge discrepancy caused the trade component of GDP to decrease the headline number by 4.83%! While the economy is no doubt digesting these trade conversations and the tariffs, I still believe the economy is in alright shape when you look at the underlying numbers. I did also want to mention more good news on inflation as the March headline PCE showed an increase of 2.3%, which compares to last month's reading of 2.7% and core PCE came in at just 2.6%, which was a nice decline from February's reading of 3.0%. I believe these numbers will likely increase with the tariffs, but underlying inflation looks to be quite healthy.   Financial Planning: Protecting Yourself from Home Title Theft Home title theft is a type of real estate fraud where someone illegally transfers the ownership of your home by forging your name on title documents.  This is often done using stolen personal information to file fraudulent deeds with the county recorder's office. Once the title appears to be in their name, the thief may try to take out loans against the property, sell it to an unsuspecting buyer, or use it in other schemes that could put your home and finances at risk. This crime can go undetected for months if property owners aren't actively monitoring their title.  Having a mortgage or HELOC on your house can make it more difficult for a thief to steal your title since the bank has a lien against the property, but it is still possible. There are private companies that charge monthly fees to alert you of changes to your home title, but they do not prevent the title from being stolen.  You can also purchase home title insurance that will help pay for legal fees if you have to go to court if your title is stolen.  Homeowners in San Diego County can access a free alternative called “Owner Alert”. Jordan Marks who is the San Diego County Assessor/Recorder/County Clerk was behind this, and it is a great benefit that all San Diego property owners should take advantage of.  This service works by notifying you by email whenever a document is recorded against your property, helping you catch potential fraud early.  Signing up is simple and can be done on the San Diego County Assessor's website. You just need your name, email address, and parcel number and it provides the same type of monitoring offered by paid services, making it unnecessary to spend money for peace of mind when this tool is already available for free.   Companies Discussed: Zimmer Biomet Holdings, Inc. (ZBH), Take-Two Interactive Software, Inc. (TTWO), Northrop Grumman Corporation (NOC)Alphabet Inc. (GOOG)

In this conversation, Liz Ann Sonders interviews Dario Perkins of TS Lombard. They discuss the growing international skepticism towards U.S. policy, the implications of trade deficits and capital account surpluses, and the risks of recession in the current economic climate. They explore the Federal Reserve's reaction function in light of labor market dynamics and the political influence on monetary policy. The discussion also touches on the potential for a "Liz Truss moment" in the U.S. and concludes with a look at the bull case for the U.S. economy.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.You can keep up with Dario Perkins on X or follow his podcast Perkins Vs Beamish.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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 decision.  All expressions of opinion are subject to change without notice in reaction to shifting market 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.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.  Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  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.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLS is the Bureau for Labor Statistics.The Sahm Rule identifies signals related to the start of a recession when the three-month moving average of the national unemployment rate (U3) rises by 0.50 percentage points or more relative to its low during the previous 12 months.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.(0525-RV98)

Dan Nathan is joined by Dan Greenhaus , Strategist at Solus Alternative Asset Management. The duo discuss recent market trends, including significant economic indicators like GDP and PCE, and delve into the impact of tariffs and trade deals on the stock market. Greenhaus offers a contrarian perspective on the current market sentiment, arguing that the potential for a shallow recession has been overstated. The conversation also touches on the durability of consumer spending, the implications of AI investment, and the potential trajectories for the S&P 500 and NASDAQ. Packed with valuable insights, this episode provides a thoughtful analysis of both immediate market conditions and longer-term economic forecasts. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

The latest GDP calculations and PCE index tell us the U.S. economy is doing … OK. Importantly, the data doesn't point to stagflation. But the data was collected from January through March 2025, and at this point, March is old news. Also in this episode: American companies ramp up their spending on computers, Nike's struggle to move sneaker manufacturing out of Asia is a cautionary tale and Texas becomes the biggest state to send public dollars to private schools through school choice vouchers.

The latest GDP calculations and PCE index tell us the U.S. economy is doing … OK. Importantly, the data doesn't point to stagflation. But the data was collected from January through March 2025, and at this point, March is old news. Also in this episode: American companies ramp up their spending on computers, Nike's struggle to move sneaker manufacturing out of Asia is a cautionary tale and Texas becomes the biggest state to send public dollars to private schools through school choice vouchers.

A huge morning for economic data: GDP, ADP, PCE, and some consumer reads – as stocks take a leg lower on GDP's negative read.  Carl Quintanilla, Sara Eisen, and David Faber discussed the latest and what it all means for the broader markets alongside Charles Schwab's Chief Global Investment Strategist… In addition to fresh analysis across the hour on Trump's first 100 days when it comes to the broader economy, energy, and tech regulation (Why former DOJ Assistant AG for Antitrust Jonathan Kanter says more deregulation is likely). Plus: a deep-dive on the biggest earnings movers of the day, from Starbucks to Humana – and the latest from D.C., as Alphabet's CEO takes the stand in Google's DOJ antitrust trial and key tech CEOs visit the hill for a security summit.Squawk on the Street Disclaimer

The last day of April brings Microsoft and Meta Platforms results, PCE prices, and first quarter GDP. The SPX is up six days in a row on trade optimism and yields hit 3-week lows.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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 decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.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, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification 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.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0130-0425)

Scott Bauer (@prospertradingacademy) is paying closer attention to the bond market movement as investors prepare for the latest PCE print. Scott says the overall macro hasn't changed as investors await clarity and certainty in tariff policy, but now with hard data coming in the inflation picture will become clearer.======== 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

Breaking news hits Morning Trade Live with PCE and pending home sales hitting the wire. Alex Coffey analyzes the slew of information and breaks it down to paint a picture for the Fed's rate cutting path. He believes pressure in the dual mandate could shift to growth.======== 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

En este episodio, repasamos los temas más importantes del día: • Wall Street expectante por el PCE: Los futuros bajan con $SPX -0.1%, $US100 -0.3% y $INDU estable. El bono a 10 años cae a 4.16%. Los inversionistas aguardan los datos del PIB (+0.2% esperado), empleo ADP (+125K) y el reporte clave del PCE (+0.1% mensual y +2.6% anual esperado). • Waymo y Toyota se alían en movilidad autónoma: $GOOGL y Toyota anuncian una colaboración para desarrollar una nueva plataforma de robotaxis. El proyecto incluye a Woven by Toyota y apunta al futuro de la propiedad personal de vehículos autónomos. Llega tras pruebas de Waymo en Tokio. • Sony impulsa al Topix con rumor de escisión: $SONY sube +7.1% en Tokio tras reportes de que escindirá su negocio de semiconductores este año. Los inversionistas celebran la medida como catalizador para liberar valor dentro del conglomerado japonés. • JetBlue y United exploran nueva alianza: $JBLU y $UAL negocian un acuerdo que permitiría conectar vuelos y compartir millas sin coordinar tarifas ni horarios. La propuesta busca evitar conflictos legales como los que enfrentó la NEA entre $JBLU y $AAL. El mercado sigue atento a su evolución. Un episodio que conecta inflación, transporte autónomo, movimientos corporativos y alianzas en la aviación. ¡Dale play y no te lo pierdas!

Listen on:Apple Podcasts:https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i Watch on: https://www.youtube.com/@WatchdogOnWallstreet/featuredChris dissects the U.S. economy's 0.3% Q1 2025 GDP contraction, driven by a 41.3% import surge to dodge Trump's tariffs. He predicts a technical recession if Q2 growth falters, citing weak job growth (62,000 jobs, per ADP) and business paralysis. Markowski notes tempered signals from Navarro and Lutnick, hinting at tariff walkbacks, but warns of volatility and inflation (3.5% core PCE) complicating Fed rate cuts. He urges truth over partisan spin, dismissing MAGA's manufacturing revival hopes. www.watchdogonwallstreet.com

Market Dynamics Update: Consumer Sentiment and Tariff Changes In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group's Newport Beach headquarters reviews the market's performance on April 29th. Key highlights include a rebound in markets following an auto tariff easement announcement from the White House, a six-day rise in the S&P 500, and a detailed analysis of current treasury yields and interest rate expectations. Brian also discusses consumer sentiment, which has hit its lowest since early 2020, analyzing its implications for market behavior. Additional updates cover job openings, specifically the Jolts number, the Case-Shiller housing index, and expectations for upcoming economic data releases, including core PCE data, private payroll numbers, and Q1 GDP preliminaries. Lastly, there's a focus on earnings reports, emphasizing the forward guidance amidst trade uncertainties. 00:00 Introduction and Market Overview 00:47 Market Sentiment and Economic Indicators 01:53 Auto Tariff Updates and Economic Calendar 02:35 Consumer Confidence and Job Openings 04:22 Housing Market and Upcoming Data 05:02 Earnings Season Insights 06:03 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

S&P Futures are weakening this morning as the market heads into a key trading week. Treasury Secretary Scott Bessent defended the Trump administrations tariff plan over the weekend and said that he expects a "de-escalation" with China in the short term, followed by an agreement in principle before an actual trade deal is worked out in the coming months. He is schedule to give an interview this morning at 8:00 am with CNBC. Fed officials have entered into a blackout period ahead of the upcoming Fed Meeting next week. The week ahead has a host of key economic reports due out including GDP, PCE, & Non-Farm Payrolls. Earnings Seasons is here with reports due out this week from HON, PFE, KO, V, SBUX, MSFT, META QCOM, AMGN, AAPL & AMZN.

Stocks are set for a make-or-break week as earnings and economic data flood in, including GDP, PCE, and jobs numbers. The S&P 500 (SPX) is testing a key resistance level around $5575 amid a volatile April, and Kevin Green says a close above that level on strong volume could give bulls more confidence in a rally. Meanwhile, Boeing (BA) shares are up after an upgrade from Bernstein, which sees the company making progress on its 787 program and improving its business.======== 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

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan el pulso del mercado accionario en lo que va del 2025, repasando el desempeño de los principales índices bursátiles y sus máximos históricos recientes. El episodio también se enfoca en la agenda económica de la semana, destacando la publicación de datos clave como el PIB del primer trimestre en Estados Unidos, el índice de precios PCE, y el dato de desempleo, todos ellos cruciales para anticipar la dirección de la política monetaria y el ánimo de los mercados. Para cerrar, Andre y Eugenio discuten los reportes corporativos más esperados, con gigantes como Apple, Amazon, Meta, Microsoft y Coca-Cola presentando resultados, lo que podría marcar la pauta para el sentimiento inversionista en los próximos días.

After a strong market performance, the big question now is—will the momentum continue? The coming week is packed with earnings reports from major companies including Microsoft (MSFT), Apple (AAPL), Meta (META), ExxonMobil (XOM), Reddit (RDDT), Roblox (RBLX), and CVS. Additionally, Berkshire Hathaway (BRK-A & BRK-B) will close out the week with their earnings report.But that's not all—important economic indicators such as Q1 GDP figures and PCE numbers are also scheduled for release. This combination of corporate earnings and economic data sets the stage for a potentially volatile week, one that could either see continued market gains or a sharp reversal.In other exciting news, the $1000 challenge continues its impressive climb, now surpassing the $3000 mark and currently standing at $3,305.Join me for all this and more on this week's episode of "Trading Tips With Jim."

 This week, we explore BTC's continued strength—driven by ETF inflows, its digital-gold narrative and favorable option skew—while ETH sees institutional outflows. We highlight strong performances from AI-linked tokens like Render, FET, and TAO, and discuss how crypto has outpaced equities since Liberation Day.In macro, we unpack the potential for BTC decoupling, rising political influence on monetary policy, the IMF's global growth downgrade, and implications of a weaker U.S. dollar. We also assess the impact of upcoming key data releases like PCE and JOLTs, and what they signal for risk assets.Our research team dives into what defines a crypto bear market, how today's market compares to prior cycles, and what VC funding trends reveal beyond just price action.In industry news, we cover Circle's launch of a new B2B payments and remittance network, its reported application for a banking charter, and comments from Charles Schwab's CEO on the potential rollout of spot crypto trading in the next 12 months.Onchain, we provide updates on Ethereum's upcoming Pectra upgrade, Vitalik's proposal to shift Ethereum's EVM to RISC-V, and the growing momentum in tokenized treasuries, now topping $6B in onchain TVL.Finally, we share the latest from Coinbase, including the launch of XRP futures through Coinbase Derivatives, our new brand campaign, and upcoming institutional events covering Ethereum's roadmap and crypto-AI convergence.Topics Covered:Market Trends: BTC ETF inflows, ETH outflows, AI token strength, and BTC vs SPX performance since Liberation DayMacro Outlook: BTC decoupling potential, politicized monetary policy, IMF forecast cuts, USD weakness, PCE & JOLTs dataResearch Insights: Are we in a crypto bear market? VC activity and long-term indicatorsIndustry News: Circle's B2B launch, banking ambitions, and Schwab's spot crypto outlookOnchain Developments: Ethereum Pectra upgrade, RISC-V proposal, and tokenized treasuries growthCoinbase Updates: XRP futures live, new Coinbase ad, Bloomberg coverage, and two upcoming webinars on Pectra and AIHost: Ben Floyd, Head of Execution ServicesSpeakers: David Duong, Head of Institutional Research Brock Miller, Senior Staff Software Engineer Greg Sutton, Senior CES Sales TraderLinks:Coinbase's Latest 'Advert - System > updated'Coinbase Derivatives, LLC now offers CFTC-regulated futures for $XRPRegister for our webinar on 24th April to discuss the convergence of crypto and AI and what growth trends to watch in 2025Register for our upcoming webinar on April 29th with Coinbase Institutional's team on Pectra UpgradeLauren Abendschein, our Global Head of Sales, joined BloombergTV to discuss stablecoins, emerging regulatory clarity, and the significant opportunities for institutions in the APAC region

Our Chief Cross-Asset Strategist Serena Tang discusses the market's shifting perception of risk and what's behind some unusual patterns in fund flows among asset classes.Read more insights from Morgan Stanley. No investment recommendation is made with respect to any of the ETFs or mutual funds referenced herein. Investors should not rely on the information included in making investment decisions with respect to those funds. ----- Transcript -----Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist. Today I want to look at how investors are playing defense amid elevated macro uncertainty.It's Tuesday, April 22, at 10am in New York.So, the last three weeks have brought intense volatility to global markets, and investors have had to reexamine their relationship with risk. Typically, in times like these, mutual fund and ETF flows from stocks into bonds serve as a clear gauge of investor defensiveness. But this pattern hasn't really been informative this time around.Instead, flows to gold – rather than bonds – have been the clearest evidence of flight-to-quality most recently. Between April 3rd and 11th almost US$5 billion went into gold ETFs globally, one of the strongest seven-day net flow stretches ever. There's been US$22 billion of net inflows to gold ETFs with assets under management totaling about US$250 billion year-to-date. Of the 10 days of the highest net inflows to gold ETFs over the last 20 years, three occurred in the last month.Cash also benefited from the dash to defensives, with over US$100bn flowing into money market funds year-to-date. And we expect that reallocating to cash will be a theme for the rest of the year for many reasons. For one, our U.S. economists expect no Fed cuts in 2025 and back-loaded cuts in 2026 following a projected surge in core PCE inflation from tariffs. This means that money market fund yields should stay higher for longer. And with investors seeing the wild gyrations in safe government bonds in recent weeks, money market funds' low volatility offer a strong risk/reward argument over holding Treasuries. For another, let's say our economists' base case is incorrect, and we do get steep cuts from the Fed sooner rather than later. That probably means we're on the brink of a recession; and in that situation, cash is king.You know what's been particularly surprising in the middle of this recent flight to quality? Outflows from high-grade US fixed income. These outflows are notable because U.S. Treasuries, Agency mortgages, and investment grade credit are usually seen as low-beta and defensives. But U.S. high-grade bonds saw net outflows of approximately US$1.4bn during the week of April 7th. These are the largest outflows since the pandemic; and we think that this trend can continue.So we need to ask ourselves if this is the end of American exceptionalism. And are we seeing a rotation from U.S. assets into rest-of-the-world?The answer may surprise you, but despite the outflows in U.S. bonds, there hasn't really been a persistent rotation out of U.S. risk assets and into rest-of-world markets. At least not a lot of evidence in the data yet. U.S. equity investors still have a strong home bias, and we've seen continued net buying from Japanese and euro area investors of foreign equities – at least some of which are U.S. equities. We think investors should stay defensive amid the current uncertainty. But figuring out what's actually defensive has been challenging. This recent turmoil in the global markets suggests that the investors' shifting idea of what's risky is a risk in itself. 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.

Inflation is cooling, with the latest CPI data showing a 2.4% increase over the past year—down from 2.8% in February and inching closer to the Federal Reserve's 2% target. While energy and housing costs are showing signs of decline, the Fed's preferred inflation gauge, the PCE, is still to come. Lower prices are good news for consumers, but the trend may also point to a broader economic slowdown.

As market turmoil continues, our global economists give their view on the ramifications of the Trump administration's tariffs, and how central banks across key regions might react.Read more insights from Morgan Stanley. ---- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's, Global Chief Economist, and today we're going to be talking tariffs and what they mean for the global economy.It's Monday, April 7th at 10am in New York.Jens Eisenschmidt: It's 4pm in Frankfurt. Chetan Ahya: And it's 10pm in Hong Kong. Seth Carpenter: And so, I'm here with our global economists from around the world: Mike Gapen, Chief U.S. Economist, Chetan Ahya, our Chief Asia Economist, and Jens Eisenschmidt, our Chief Europe Economist. So, let's jump into it. Let me go around first and ask each of you, what is the top question that you are getting from investors around the world?Chetan?Chetan Ahya: Tariffs.Seth Carpenter: Jens?Jens Eisenschmidt: Tariffs.Seth Carpenter: Mike?Michael Gapen: Tariffs.Seth Carpenter: All right. Well, that seems clear. Before we get into the likely effects of the tariffs, maybe each of you could just sketch for me where you were before tariffs were announced. Chetan, let me start with you. What was your outlook for the Chinese economy before the latest round of tariff announcements?Chetan Ahya: Well Seth, working with our U.S. public policy team, we were already assuming a 15-percentage point increase on tariffs on imports from China. And China also was going through some domestic challenges in terms of high levels of debt, excess capacities, and deflation. And so, combining both the factors, we were assuming China's growth will slow on Q4 by Q4 basis last year – from 5.4 percent to close to 4 percent this year.Jens, what about Europe? Before these broad-based tariffs, how were you thinking about the European economy?Jens Eisenschmidt: We had penciled in a slight recovery, not really getting us much beyond 1 percent. Backdrop here, still rising real wages. We had some tariffs in here, on steel, aluminum; in cars, much again a bit more of a beefed-up version if you want, of the 18 tariffs – but not much more than that. And then, of course, we had the German fiscal expansion that helped our outlook to sustain this positive growth rates into 2026.Seth Carpenter: Mike, for you. You also had thought that there were going to be some tariffs at some point before this last round of tariffs. Maybe you can tell us what you had in mind before last week's announcements.Michael Gapen: Yeah, Seth. We had a lot of tariffs on China. The effective rate rising to say 35 to 40 percent. But as Jens just mentioned, outside of that, we had some on steel and aluminum, and autos with Europe, but not much beyond that. So, an effective tariff rate for the U.S. that reached maybe 8 to 9 percent.We thought that would gradually weigh on the economy. We had growth at around 1.5 percent this year and 1 percent next year. And the disinflation process stopping – meaning inflation finishes the year at around 2.8 core PCE, roughly where it is now. So, a gradual slowdown from tariff implementation.Seth Carpenter: Alright, so a little bit built in. You knew there was going to be something, but boy, I guess I have to say, judging from market reactions, the world was surprised at the magnitude of things. So, what's changed in your mind? It seems like tariffs have got to push down the outlook for growth and up the out outlook for inflation. Is that about right? And can you sketch for us how this new news is going to affect the outlook?Michael Gapen: Sure. So instead of effective tariff rates of 8 to 9 percent, we're looking at effective tariff rates, maybe as high as 22 percent.Seth Carpenter: Oh, that's a lot.Michael Gapen: Yeah. So more than twice what we were expecting. Obviously, some of that may get negotiated down. Seth Carpenter: And would you say that's the highest tariff rate we've seen in a while?Michael Gapen: At least a century. If we were to a 1.5 percent on growth before, it's pretty easy to revise that down, maybe even a full percentage point, right?So you're, it's a tax on consumption and a tariff rate that high is going to pull down consumer spending. It's also going to lead to even much higher inflation than we were expecting. So rather than 2.8 for core PCE year-on-year, I wouldn't be surprised if we get something even in the high threes or perhaps even low fours.So, it pushes the economy, we would say, at least closer to a recession. If not, you're getting closer to the proverbial coin toss because there are the potential for a lot of indirect effects on business confidence. Do they spend less and hire less? And obviously we're seeing asset markets melt down. I think it's fair to describe it that way. And you could have negative wealth effects on the upper income consumers. So, the direct effects get you very modest growth a little bit above zero. It's the indirect effects that we're worried about.Seth Carpenter: Wow, that's quite a statement. So, a substantial slowdown for the U.S. Flirting with no growth. And then given all the uncertainty, the possibility that the U.S. actually goes into recession, a real possibility there. That feels like a big call.Jens, if the U.S. could be on the verge of recession with uncertainty and all of that, what are you thinking about Europe now? You had talked about Europe before the tariffs growing around 1 percent. That's not that far away from zero. So, what are you thinking about the outlook for Europe once we layer in these additional tariffs? And I guess every bit is important. Do you see retaliatory tariffs coming from the European Union?Jens Eisenschmidt: No, I think there are at least three parts here. I totally agree with that framing. So, first of all, we have the tariffs and then we have some estimates what they might mean, which, just suppose what we have heard last week sticks, would get us already in some countries into recessionary territory; and for the aggregate Euro area, not that far from it. So, we think effects could range between 60 and 120 basis points of less growth. Now that to some extent, incorporates retaliation. And so, the question is how much retaliation we might expect here. This is a key question we get from clients. I'd say we get something; that seems, sure.At the same time, it seems that Europe weighs a response that is taking into account all the constraints that are in the equation. After all the U.S. is an ally also in security concerns. You don't wanna necessarily endanger that good relationship. So that will for sure play a role. And then the U.S. has a services surplus with Europe, so it's also likely to be a response in the space of services regulation, which is not necessarily inflationary on the European side, and not necessarily growth impacting so much.But, you know, be it as it may. This is going to be down from here, for sure. And then the other thing just mentioned by Michael, I mean there is clearly a read across from a slower U.S. growth environment that will also not help growth in the Euro area. So, all being told it could very well mean, if we get the U.S. close to recession, that the Euro area is flirting with recession too.Seth Carpenter: Got it. Chetan Ahya: Seth, can I interrupt you on this one? I just wanted to add the perspective on retaliatory tariffs from China. What we had actually originally billed was that China would take up a retaliatory response, which would be less than be less than proportionate, just like the last time. But considering that China has actually, mashed U.S. reciprocal tariffs, it makes us feel that it's very unlikely that a deal will be done anytime soon.Seth Carpenter: Okay. So then how would you revise your view for what's going on with China?Chetan Ahya: Yeah, so as I mentioned earlier, we had already built in some downside but with these reciprocal tariffs, we see another 50 to 100 [basis points] downside to China's growth, depending upon how strong is the policy stimulus.Seth Carpenter: So, at some point, I suspect we're going to start having a discussion about what it really means to have a global recession, and markets are going to start to look to central banks.So, Mike, let me turn to you. Jay Powell spoke recently. He repeated that he is in no hurry to cut interest rates. Can you talk to me about the challenges that the Fed is facing right now?Michael Gapen: The Fed is faced with this problem where tariffs mean it's missing on both sides of its mandate, where inflation is rising and there's downside risk to the economy.So how do you respond to that?Really what Powell said is it's going to be tough for us to look through this rise in inflation and pre-emptively ease. So, for the moment they're on hold and they're just going to evaluate how the economy responds. If there's no recession, it likely means the Fed's on hold for a very long time. If we get negative job growth, if you will, or job cuts, then the Fed may be moving to ease policy. But right now, Powell doesn't know which one of those is going to materialize first.Seth Carpenter: Alright Mike. So, I understand what you're saying. Inflation going higher, growth going lower. Really awkward position for the Fed, and I think central banks around the world really have to weigh the two sides of these sorts of things, which one's going to dominate…Jens Eisenschmidt: Exactly. Seth, may I jump in here because I think that's a perfect segue to the ECB; which I was thinking a lot about that – just recently coming back from the U.S. – how different the position really is here. So, the ECB currently is on the way to neutral, at least as we have always thought as a good way of framing their way. Inflation is falling to target. Now with all the risks that we have mentioned, there's a clear risk we see. Inflation going below 2 percent, already by mid this year – if oil prices were to stay as low as they are and with the euro appreciation that we have seen.The tariffs scare in terms of the inflationary impact from tariffs, that's much less clear. Now, whether that's really something to worry about simply because what you typically see with these tariffs – it's actually a depreciation of the exchange rate, which we haven't seen. So, we think there is a clear risk, downside risk to our path; at least that we have an anticipation. A quicker rate cutting cycle by the ECB. And potentially if the growth outlook that we have just outlined all these risks really materializes, or threatens is more likely to materialize, then the cuts could also be deeper.Seth Carpenter: That's super tricky as well though, because they're going to have to deal with all the same uncertainty. I will say this brings up to me the Bank of Japan because it was the one major central bank that was going the opposite direction before all of this. They were hiking while the other central banks were cutting.So, Chetan, let me turn to you. Do you think the Bank of Japan's gonna be able to follow through on the additional rate hike that you all had already had in your forecast?Chetan Ahya: Yes Seth. I think Bank of Japan will have a difficult time. Japan is exposed to direct effect of 24 percent reciprocal tariffs. It will see downside from global trade slowdown, which will weigh on its exports and yen appreciation will weigh on its inflation outlook. Hence, unless if U.S. removes tariffs very quickly in the near term, we see the risk that BOJ will pause instead of hiking as we had assumed in our earlier base case.Seth Carpenter: Well, this is a good place to stop. Let me see if I can summarize the conversations we've had so far. Before this latest round of tariffs had been announced, we had thought there'd be some tariffs, and we had looked for a bit of slowdown in the U.S. and in Europe and in China – the three major economies in the world. But these new rounds of tariffs have added a lot to that slowdown pushing the, the global economy right up to the edge of recession. And what that means as well is for central banks, they're left in at least something of a bind. The Bank of Japan though, the one major central bank that had been hiking, boy, there's a really good chance that that rate hike gets derailed.Seth Carpenter: Well, thank you for listening. And if you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.

Durante décadas no fueron visibles. Ni se hablaba de ellas, ni salían en los libros de historia. Sin embargo, el Movimiento Democrático de Mujeres fue fundamental para la organización y la rápida expansión del movimiento feminista de segunda ola en España.Esa eclosión tuvo lugar a partir del año 1975, cuando coinciden la muerte de Franco, el Año Internacional de la Mujer, proclamado por la ONU, y la organización de las Primeras Jornadas por la Liberación de la Mujer. Para entonces, el MDM llevaba una década de recorrido desde que se constituyó como la primera organización política de mujeres en España desde la Segunda República.El MDM nació en el año 64 de forma clandestina, vinculado al PCE, y su trabajó se desarrolló en tres frentes: el antifranquismo, la lucha en los barrios y el feminismo. Su defensa de las mujeres se encaminó, sobre todo, hacia aquellas que vivían enclaustradas en sus casas, las amas de casa.El Movimiento Democrático de Mujeres creó una red, que se extendió por numerosas provincias, y se multiplicó desde las Asociaciones de Amas de Casa. Junto al activismo vecinal, iniciaron el feminismo en las periferias de las ciudades luchando por los problemas del día a día: reclamando semáforos, asfaltado, guarderías y colegios públicos.En el documental, con guion de Libertad Martínez y realización de Miguel Ángel Coleto, participan Merche Comabella, una de las líderes del MDM, y Francisco Arriero Ranz, autor del libro El Movimiento Democrático de Mujeres. De la lucha contra Franco al feminismo. Intervienen también la abogada laboralista Paca Sauquillo y Araceli Paredes, militante del MDM, y de la Asociación de Amas de Casa de Getafe. Además, el programa cuenta con el testimonio de su histórica líder, Dulcinea Bellido, y de otras activistas de la organización, grabados para CIFFE en los años 80, cedidos por el Centro Documental de la Memoria Histórica del Ministerio de Cultura.Escuchar audio

US equity futures are lower after sharp declines on Friday. European markets opened broadly weaker, and Asian equities ended sharply lower. Markets remain unsettled ahead of Wednesday's reciprocal tariff announcement by President Trump, who indicated tariffs would apply universally to all countries, contradicting earlier suggestions of possible exemptions. Goldman Sachs revised its outlook to three Fed rate cuts in 2025, up from two previously. Inflation concerns are mounting following Friday's hotter-than-expected US core PCE inflation data, accompanied by elevated consumer inflation expectations in the Michigan survey. Meanwhile, there are signals the EU may consider concessions. Separately, the China government confirmed plans for a $69 billion capital injection into major state-owned banks to boost lending and stimulate the economy.Companies mentioned: xAI, Tesla, Blackstone, TikTok, Softbank, Nvidia, Foxconn

There are no discernable signs of economic stress...yet, bu tconsumers are concerned about wages and job security. The question begging to be asked: When is the Fed going to step in (Fed purview: Employment and price stability...AND by extension, consumer confidence). How will markets react to Liberation Day (4/2)? Corporate buy backs will resume 3rd week of April. Markets pulled back on Friday (mimicking four similar pull backs last year.) Make no changes just yet; wait for the next market bounce. Can corporations pass along the expense of increased tariffs? When will the Fed act? Goldman is cutting its earnings expectations for 2025, and valuations are beginning to fall. Lance explains the relevance of Consumer Confidence to PCE, which contributes 70% of GDP. A decline in Consumer Confidence results in a decline in PCE...and earnings. Turmoil in the markets: Don't panic; this, too, shall pass. Tariffs are a tax corporations pay; consumer choice is a big factor: choose to not buy, or purchase for less elsewhere. Market declines have nothing to do with tariffs; tariffs are not a black swan event. Lance shares about the Roberts' blended family, and how he's making his kids independent in the face of a report showing 50% of parents are supporting their adult children in some fashion.    SEG-1: How Might Markets React to Liberation Day? SEG-2: When Will the Fed Act? SEG-3: Tariffs Are Not a Black Swan Event SEG-4: When Parents Support Adult Children Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Sellable Rally Or “Buy The Dip”" https://realinvestmentadvice.com/resources/blog/sellable-rally-or-buy-the-dip/ ------- The latest installment of our new feature, Before the Bell, "Don't Sell Before the Bounce ," is here:  https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Our previous show is here: "Will Healthcare Expenses Outpace Your Retirement Savings?" https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s------- 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/ #BuyTheDip #StockMarket2025 #InvestingStrategies #BullTrapOrBreakout #MarketRally #MarketPullback #MarketRally #MarketBounce #200DMA #MarketSupport #Tariffs #BlackSwan #CorporateEarnings #ConsumerConfidence #PCE #GDP #FinancialResponsibility #MarketLows#InvestingAdvice #Money #Investing

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we discuss Rocket Companies' acquisition of Mr. Cooper. Plus, Robbie sits down with Bank of Tennessee's Tammie Gravlee to talk about navigating career growth within banks, the differences between lending at banks versus IMBs, strategic servicing decisions, and career advice for young women in the industry. And we go through the latest PCE inflation figures.Want to remove home sale contingencies in 48 hours or less? It's easy with Calque's newest ‘buy before you sell' product – the Contingency Buster. The Contingency Buster is your fastest and most affordable path to non-contingent financing. Calque provides a binding backup offer on your borrower's departing residence to clear the existing mortgage balance and closing costs in 48 business hours or less. You become a loan hero that saves deals and helps clients win bidding wars. Best yet? It costs less than other ‘buy before you sell' solutions. Visit www.calqueinc.com to learn more.

Podcast del programa Imagen Empresarial transmitido originalmente el 31 de marzo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Janneth Quiroz Zamora, directora de Análisis Económico, Cambiario y Bursátil en Monex Tema: *Después de los resultados de la inflación PCE de febrero que se publicaron el viernes ¿Cómo esperan que conduzca su política monetaria la Reserva Federal? *Hay mucha incertidumbre sobre lo que pueda anunciarse esta semana sobre los aranceles recíprocos, ¿Cómo esperan que se comporte el tipo de cambio? *Además de los aranceles ¿A qué otra noticia debemos poner atención esta semana? Entrevista: Rogelio Garza, presidente de la AMIA (Asociación Mexicana de la Industria Automotriz) Tema: Aranceles

There are no discernable signs of economic stress...yet, bu tconsumers are concerned about wages and job security. The question begging to be asked: When is the Fed going to step in (Fed purview: Employment and price stability...AND by extension, consumer confidence). How will markets react to Liberation Day (4/2)? Corporate buy backs will resume 3rd week of April. Markets pulled back on Friday (mimicking four similar pull backs last year.) Make no changes just yet; wait for the next market bounce. Can corporations pass along the expense of increased tariffs? When will the Fed act? Goldman is cutting its earnings expectations for 2025, and valuations are beginning to fall. Lance explains the relevance of Consumer Confidence to PCE, which contributes 70% of GDP. A decline in Consumer Confidence results in a decline in PCE...and earnings. Turmoil in the markets: Don't panic; this, too, shall pass. Tariffs are a tax corporations pay; consumer choice is a big factor: choose to not buy, or purchase for less elsewhere. Market declines have nothing to do with tariffs; tariffs are not a black swan event. Lance shares about the Roberts' blended family, and how he's making his kids independent in the face of a report showing 50% of parents are supporting their adult children in some fashion. SEG-1: How Might Markets React to Liberation Day? SEG-2: When Will the Fed Act? SEG-3: Tariffs Are Not a Black Swan Event SEG-4: When Parents Support Adult Children Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Sellable Rally Or “Buy The Dip”" https://realinvestmentadvice.com/resources/blog/sellable-rally-or-buy-the-dip/ ------- The latest installment of our new feature, Before the Bell, "Don't Sell Before the Bounce ," is here: https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Our previous show is here: "Will Healthcare Expenses Outpace Your Retirement Savings?" https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s------- 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/ #BuyTheDip #StockMarket2025 #InvestingStrategies #BullTrapOrBreakout #MarketRally #MarketPullback #MarketRally #MarketBounce #200DMA #MarketSupport #Tariffs #BlackSwan #CorporateEarnings #ConsumerConfidence #PCE #GDP #FinancialResponsibility #MarketLows#InvestingAdvice #Money #Investing

Wall Street likes predictability.And that's proving quite elusive these days.Which explains why stocks have been performing poorly of late.Too many curveballs, many thrown by the new Trump Administration's ever-changing tariff policies, are making it nearly impossible for analysts to make earnings forecasts that aren't completely outdated by the next morning's news cycle.Does that mean stocks will continue struggling from here?It's quite possible, says portfolio manager Lance Roberts. Technical analysis still suggests stocks are short-term oversold and could bounce soon...but if the curveballs keep coming as fast & furiously as they have been, that uncertainty could keep a sustained rally from happening.We discuss this, the latest PCE and personal spending data, DOGE and debt, credit spreads, gold and Lance's firm's recent trades in this new Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Andrew and Pedro discuss Mark Carney's call to renegotiate trade agreements with the US, the EU's plans for retaliatory tariffs on US big tech, and this morning's PCE data. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we discuss MBA's priorities on tax legislation. Plus, Robbie sits down with Bank of Tennessee's Tammie Gravlee to talk about navigating career growth within banks, the differences between lending at banks versus IMBs, strategic servicing decisions, and career advice for young women in the industry. And we go through the latest PCE inflation figures.Thank you to this week's podcast sponsor, ICE. The mortgage landscape has never been more competitive. Stand out in a crowded market with configurable technology, extensive data and comprehensive analytics that span the entire loan life cycle. ICE offers an interconnected digital mortgage ecosystem to help clients improve productivity, reduce costs and deliver a meaningful customer experience.

S&P Futures are flat to lower this morning ahead of a key inflation report. The PCE report will be a key focus for the markets today. Sentiment remains cautious ahead of Trumps tariff announcement next week. The CoreWeave (CRWV) IPO starts trading today, priced at $40. Musk indicated last night in an interview that his work at DOGE is almost done. LULU delivered positive earnings last night, yet the stock is trading lower due to its forward guidance.

Joe Mazzola with Charles Schwab says Friday's core PCE data shows a consumer more afraid to spend as inflation lingers. He believes volatility can spike if employment data ahead shows deterioration as bonds gained strength this week.======== 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

As shares slipped lower early Friday following hotter-than-expected PCE data, Alex Coffey looks at two airline stocks. For Southwest Airlines (LUV), Alex uses an example options trade that skews more bullish. Then, he looks at Delta Airlines (DAL) with a neutral to bullish put vertical.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Send us a textYoav Attias is a documentary filmmaker whose projects include Brick City chronicling the inner-workings of Newark, NJ under then-Mayor Cory Booker and CNN's Chicagoland featuring then-mayor Rahm Emanuel. His most recent role is as Director on the new documentary film Fault Lines - which examines the issue of affordable housing in American cities through the prism of several storylines in San Francisco where the housing crisis is especially acute. In this conversation, Yoav talks starting a legal career in South Florida before following his passion to become a documentary filmmaker...what he learned about the politics and challenges facing major American cities working closely around Mayors Cory Booker and Rahm Emanuel...the origin of the Fault Lines film project set in the Bay Area...and a deep dive on the challenges and complexities surrounding the American housing crisis.IN THIS EPISODEYoav's roots in South Florida and why he left a legal career for documentary film-making...Yoav's involvement in the Brick City project that follows Newark politics, including then-Mayor Cory Booker...The documentary that deeply inspired Yoav to enter the field...Yoav's time as showrunner on CNN's Chicagoland project that featured Chicago Mayor Rahm Emanuel...Yoav's pitch to pols like Rahm Emanuel and Cory Booker to agree to be filmed for hundreds of hours for a documentary project...Yoav's relative optimism versus pessimism regarding the trajectory of the modern major American city...The origin story of his latest project, Fault Lines - a documentary about the housing affordability crisis facing American cities...How the housing process became so broken in cities like San Francisco in the first place...The controversy over 100 proposed affordable housing units in San Francisco's Sunset Neighborhood...How Yoav found housing advocates and a homeless family to participate in Fault Lines...How one local Bay Area elected official found himself caught in a political vice on the issue of affordable housing...Is the housing problem better or worse than Yoav initially thought?The Grateful Dead song that appears toward the end of Fault Lines...Yoav's take on political ad-making from outside of the political industry...The recent political documentary Yoav strongly recommends...AND Mark Benjamin, Anthony Bourdain, Bill Clinton, Todd Davis, Liz Dozier, Fenger High School, field producers, Jerry Garcia, HUD, hippie utopias, Hoop Dreams, hornets' nests, Nate Houghteling, Robert Hunter, Steve James, Flo Kimmerling, Ezra Klein, Marc Levin, Gordon Mar, the Mission, PCE, Section 8 vouchers, Sarah Sherman, toxicology reports, trust-building, undesirables, University of Florida, verité documentaries, Scott Weiner, zoning laws..& more!

Jason and Paul Lizell discuss the current state of the real estate market, with Paul sharing his insights from being on the ground and Jason predicting a severe housing shortage by 2030. They also touched on long-term demographic trends, the potential for reduced interest rates, and the impact of these trends on the real estate market. Jason expressed optimism about the real estate market, predicting at least 3% appreciation this year, and encouraged others to invest. Learn how to BUY HOUSES AT AUCTION. Visit https://www.JasonHartman.com/REO today! Today's sponsor https://JasonHartman.com/Connected offers real estate investors access to Connected Investors' PiN (Property Intelligence Network) software. This tool provides nationwide property data, including features like unlimited individual property skip tracing, comprehensive property reports, and a Contract Genie for generating legal documents. Subscription options are available on a monthly or annual basis, with the annual plan offering additional benefits such as a dedicated product specialist. The platform emphasizes its commitment to providing accurate, up-to-date information to assist investors in making informed decisions. Visit http://jasonhartman.com/connected today! #RealEstateInvesting #HousingMarket #InterestRates #RentalMarket #InvestmentProperty #RealEstateTrends #EconomicOutlook #FinancialFreedom #PropertyInvestment #JasonHartman Key Takeaways: 1:30 Get your tickets to https://EmpoweredInvestorLive.com/ 2:25 A view from someone on the ground 6:29 The housing affordability Gap 7:48 Ai Boom and the housing market 12:07 https://jasonhartman.com/connected 13:28 Mortgage rates and pressure on rents 17:18 A crazy time to start investing in real estate 18:20 Shadow inventory vs. shadow demand and the confidence in investing now 22:32 Jason's long-term prediction, population and the FED rates 26:31 Trump cross currents 28:20 Learn how to BUY HOUSES AT AUCTION. Visit https://www.JasonHartman.com/REO today! https://empoweredinvestorlive.com/   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

This Flashback Friday is from from episode 292, published last December 29, 2012. Jason Hartman talks with a listener about local vs. long distance real estate investing and how geography is less meaningful than ever before in history.  Then today's guest is loan manager, stock trader and financial columnist, Logan Mohtashami with a no-spin discussion on the fiscal cliff and other current events. Logan Mohtashami is a senior loan officer at his family owned mortgage company AMC Lending Group, which has been providing mortgage services for California residents since 1988. Logan is also a financial columnist for Benzinga.com and contributor for BusinessInsider.com and writes on financial matter relating to the housing market and basic economics.   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Jason emphasized the importance of investing in real estate and criticized doomers for causing people to miss out on wealth creation opportunities. He highlighted the need to update one's mindset to adapt to the abundance of the modern world and announced the upcoming Empowered Investor Live event. The event will feature speakers such as Michael Maloney, Sharon Lecter, and Tom Wheelwright. https://empoweredinvestorlive.com/ Jason and Alex Blackwood discuss the current state of the DC housing market, focusing on the impact of low mortgage rates, the challenges of housing affordability, and the potential for a widening wealth gap between homeowners and renters. They also explored the impact of the pandemic on the real estate market, the potential benefits of Trump's policies on the economy, and the importance of building wealth through real estate. Additionally, they introduced Mogul, a platform that allows anyone to invest in real estate with a $250 minimum, providing flexibility and access to markets like Houston or Dallas. https://www.Mogul.Club #RealEstateInvesting #MarketTrends #WealthBuilding #FinancialFreedom #InvestWisely #InvestorMindset #HousingMarket #Doomers #EconomicInsights #TaxStrategies #Entrepreneurship #PassiveIncome #SmartInvesting #JasonHartman #EmpoweredInvestor Key Takeaways: Jason's editorial 1:20 Introducing Alex Logan 1:41 The biggest mistake and cost in real estate investing 6:52 It's only a few weeks from now https://empoweredinvestorlive.com/ Alex Blackwood interview 8:22 DOGE, Corruption and the DC housing market 12:18 The non-elasticity of housing and it's shortage 17:56 Demographics, shadow demand and the failure to launch  20:07 Flawed thinking about housing affordability 24:13 Institutional investors in the rental market 31:17 Fractional investing with https://www.Mogul.Club 33:30 The crazy political environment 40:52 Positive on real estate     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Greetings from Medellin, Colombia! Jason's inviting you to Empowered Investor Live which is on April4-6! Get your tickets now!  https://empoweredinvestorlive.com/ Jason then welcomes George Gammon as they discuss the current economic uncertainty and volatility, particularly in the context of tariffs and their impact on businesses, as well as the potential benefits and risks of artificial intelligence. They also discuss the current state of interest rates and their impact on the real estate market, the impact of economic stimulus and inflation on the housing market and consumer purchasing power, and the potential motivations behind Trump's actions. Lastly, they discuss their upcoming conferences, Empowered Investor Live and Rebel Capitalist Live, and the global economic situation, emphasizing the importance of monitoring developments in China, Germany, and the EU. Today's sponsor http://jasonhartman.com/connected offers real estate investors access to Connected Investors' PiN (Property Intelligence Network) software. This tool provides nationwide property data, including features like unlimited individual property skip tracing, comprehensive property reports, and a Contract Genie for generating legal documents. Subscription options are available on a monthly or annual basis, with the annual plan offering additional benefits such as a dedicated product specialist. The platform emphasizes its commitment to providing accurate, up-to-date information to assist investors in making informed decisions. Visit http://jasonhartman.com/connected today! #georgegammon #Economy #MarketVolatility #Tariffs #Investing #Macroeconomics #StockMarket #AI #Nvidia #InterestRates #Finance #TrumpPolicies #EconomicUncertainty #401K #RealEstate #ArtificialIntelligence #Business Key Takeaways: Jason's intro 1:27 Welcome from Medellin, Colombia 3:20 Get your tickets NOW https://empoweredinvestorlive.com/ George Gammon interview 3:27 Tariffs and Imports 5:55 S & P 500 NVidia and Deepseek 8:41 3 Things that go into every great investor 9:49 Priced to perfection 11:53 General thoughts on Ai 14:01 Creating George Gammon videos without George Gammon 18:07 Sponsor: JasonHartman.com/Connected 19:23 Interest rates, the yield curve and the world economy 25:32 Mortgage rate predictions 27:06 The housing market mortgage rates and rents 34:29 Is Trump trying to crash the economy 37:38 Awesome 2 for 1 Ticket to Empowered Investor Live AND Rebel Capitalist Live 39:39 Final thoughts   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

This Flashback Friday is from episode 277, published last September 11, 2012. Jason Hartman is joined by Dr. Steve Sjuggerrud, editor for Stansberry Research, for a discussion of real estate investing domestic and international, attractive mortgage rates, and government deals that are making real estate a much more attractive investment. Steve talks about what he calls the “Bernanke Asset Bubble,” where the Fed would like to see a booming real estate market and stock market to get the country back on its feet.  Jason and Steve also talk about the demographics of the rental market and comparative returns of the rental market and stocks. Dr. Steve Sjuggerud is the founder and editor of one of the largest financial newsletters in the world, True Wealth.  Since inception in 2001, True Wealth readers have made money every year with safe, contrarian investment ideas. Steve did his PhD dissertation on international currencies, he's traveled to dozens of countries looking at investment ideas, and he's run mutual funds, hedge funds, and investment research departments. Steve's investment philosophy is simple: "You buy something of extraordinary value at a time when nobody else wants it. And you sell it at a time when people are willing to pay any price to get it." It's harder than it sounds, but Steve continues to be able to do just that for his readers.   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

Jason discussed a theory that the Trump administration is intentionally slowing the economy to set the stage for lower interest rates, referencing Anthony Pompliano's newsletter. He also highlighted the current economic situation, emphasizing the need for the US government to refinance its debt and the role of interest rates in this process. Jason expressed hope that the current leadership's strategy would work, as millions of Americans depend on it. He concludes with an invitation for his upcoming event, Empowered Investor Live. https://empoweredinvestorlive.com/ https://www.anthonypompliano.com/   Jason then speaks with acclaimed financial advisor Ric Edelman. Barron's has six times (2004–2009) ranked Ric Edelman among America's 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron's. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine's list of “America's Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. #EmpoweredInvestor #TrumpEconomy #InterestRates #EconomicPolicy #RealEstateInvesting #MarketUncertainty #Recession #FinancialStrategy #EconomicGrowth #DebtRefinancing #HousingMarket #LowerInterestRates #FinancialRepression #InvestingTips #RealEstate #EmpoweredInvestorLive www.EdelmanFinancial.com   Key Takeaways: Jason's editorial 1:35 https://empoweredinvestorlive.com/ is almost upon us! So get your tIckets TODAY! 2:00 Theory: Is Trump trying to slow the economy 3:36 Anthony Pampliano: Trump and lower interest rates  5:16 "Financial repression"  7:28 DOGE and the FED 14:13 Clip of the Day: Trump and interest rates https://x.com/i/status/1898835027070529870 Ric Edelman's interview 15:16 Long-term Debt as an asset   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Jason discusses the current state of the foreclosure market, and the importance of income property as a historically proven investment during times of economic uncertainty. He also presented a chart showing the percentage of loan balances that are 90 days or more delinquent by different loan types and discussed the evolution of automobiles and the current state of auto loans, mortgages, and student loans. Jason concluded by predicting a somewhat stagflationary real estate market and announced an upcoming masterclass and Empowered Investor Live event. Today's sponsor http://jasonhartman.com/connected offers real estate investors access to Connected Investors' PiN (Property Intelligence Network) software. This tool provides nationwide property data, including features like unlimited individual property skip tracing, comprehensive property reports, and a Contract Genie for generating legal documents. Subscription options are available on a monthly or annual basis, with the annual plan offering additional benefits such as a dedicated product specialist. The platform emphasizes its commitment to providing accurate, up-to-date information to assist investors in making informed decisions. Visit http://jasonhartman.com/connected today! Jason then talks about leveraging debt, particularly in real estate, to capitalize on inflation. Using borrowed money reduces risk and increases returns, especially when investing in appreciating assets. Jason highlights the "Great Inflation Payoff," where inflation effectively reduces loan balances over time. For example, a $950,000 loan, with 4% inflation, decreases to $912,000 in a year. He emphasizes borrowing over lending, as inflation erodes the value of future debt repayments. Tenant-financed debt, where renters cover mortgage payments, maximizes these benefits. #inflation #realestate #investing #leverage #debt #financialfreedom #wealthbuilding #passiveincome #financialplanning #mortgage #ROI Key Takeaways: Jason's editorial 1:29 Welcome to Medillin, Colombia 2:28 A very interesting theory about the FED and the economy 4:51 US Housing foreclosures by Quarter and the housing market 8:35 Percent of loan balances 90+ days delinquent, by loan type 9:28 CAAS- Cars As A Service 12:15 Mortgages, HELOC and student loans 14:38 Sponsor: JasonHartman.com/Connected 15:53  Get your tickets to https://empoweredinvestorlive.com/ Jason on Reducing Risk and Leveraging Debt 16:36 Introduction to Leverage and Inflation 19:09 The Great Inflation Payoff and Tenant-Backed Debt and Real Estate Investing 27:53 Constructive Debt vs. Destructive Debt, RV Ratio and Market Dynamics 30:29 Credit as an Asset, Three Stages of Debt Strategy 33:59 ROI, Return on Inflation and the Twofold Benefits of Inflation in Real Estate     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com