Podcasts about PMI

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Best podcasts about PMI

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Latest podcast episodes about PMI

Ransquawk Rundown, Daily Podcast
US Opening News: DXY is flat awaiting ISM Services; no NFP report today on account of the US Government shutdown

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 3, 2025 2:17


European bourses and US futures are firmer into a quieter than initially scheduled session on account of the gov't shutdown, ES +0.3%.DXY underpressure, down to a 97.70 trough. JPY is the relative laggard after remarks from Ueda, NZD continues to climb.USTs await ISM Services, Bunds unreactive to PMI revisions and remarks from Lagarde re. Knot. Gilts are attentive to the OBR's first forecast round.Crude saw fleeting upside on Hamas asking for more time to consult on Trump's Gaza plan, XAU pauses for breath.Looking ahead, US Final Composite PMIs (Sep), ISM Services (Sep), ECB's Schnabel, Fed's Williams, Jefferson, BoE's Bailey.Due to the US government shutdown, the following data will not be released: US NFP (Sep).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Room 101 by 利世民

楓葉債(Maple Bonds)熱潮指外國企業在加拿大發行、以加元計價的債券。過去一直是邊緣市場,近來卻成為跨國企業,尤其是美國企業的熱門融資門路。2025 年首九個月,楓葉債的發行規模已達 163 億加元,不僅超越去年全年,更刷新了歷史紀錄。楓葉債為何突然爆紅?首先,加拿大央行(BoC)比美國更快、更早減息。9 月 17 日,央行基準利率已降至 2.5%,而聯儲仍維持較高水平。息差直接改變了跨國企業的計算——美國公司若在加拿大發債,再透過利率掉期將加元資金換回美元,總成本比在本土融資還便宜。其次,2025年1月1日起,楓葉債正式納入 FTSE Canada Universe Bond Index。這意味著加拿大本土基金若要緊貼基準,必須買入楓葉債。被動資金的機械需求,使得發行市場瞬間「由冷轉熱」。另外,對加拿大機構投資者而言,高質而穩定回報的資產選擇不多,楓葉債亦應運而生。例如今年 6 月,美國的 NextEra Energy 一舉發行 20 億加元楓葉債,成為加拿大史上最大規模的企業楓葉債之一。對加拿大投資人來說,這是世界級信用的加元資產;對 NextEra 而言,則是一次划算的融資操作。另一個例子是 花旗銀行的回歸。沉寂多年後,花旗選擇再度進入加元市場,這不僅是套利,更是戰略性舉動,傳遞出 Maple Bonds 已經具備深度與流動性,不再是臨時性的「副線市場」。但在楓葉債熱潮的背後,整體經濟環境其實是相對惡劣;加拿大央行之所以減息,其中一個原因是經濟數據惡化:就業市場疲弱:7 月與 8 月共流失 10 萬個職位,失業率升至 7.1%。出口暴跌:第二季出口重挫 27%,貿易戰成為主要元兇。PMI 低迷:已連續八個月低於榮枯線,9 月更跌至 47.7。在這樣的背景下,維持低利率幾乎是唯一選擇,與此同時加元匯率亦受壓,加元兌美元徘徊在 1 美元兌 1.39 加元的四個月低位。對美國的債券發行人來說,弱加元帶來更划算的融資與更穩定的掉期成本;對加拿大當局而言,低匯率維持了出口競爭力,甚至吸引美國邊境消費者來加購物。更重要是,加拿大極高槓桿的地產按揭市場對息口極為敏感。所以在可見將來,加拿大有很大機會長期地維持低息和弱加元的情況。但低假以時日,弱加元的寬鬆政策,只會進一步加劇「收入停滯、生活成本上升」的滯脹格局。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

TD Ameritrade Network
Manufacturing "Mixed Picture" & Pulling Back Curtain of ADP Employment

TD Ameritrade Network

Play Episode Listen Later Oct 1, 2025 6:41


PMI and ISM manufacturing showed a mixed picture, according to Kevin Green. New orders showed the biggest red mark on the report. Kevin explains why investors want to watch the numbers as Europe experiences similar weaknesses. He also takes a closer look at the ADP employment report and the "divergence" to watch between ADP and BLS.======== 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

Room 101 by 利世民
中國製造業第六個月告急!5000億政策金融工具難救「內捲」死局

Room 101 by 利世民

Play Episode Listen Later Oct 1, 2025 11:24


中國製造業面臨嚴峻挑戰 。最新的9月份採購經理指數(PMI)繼續低於50(本月為49.8),這已是連續第六個月處於榮枯線以下,反映製造業處於收縮狀態 。中國製造業和整體經濟承壓的主要原因包括:* 內需不足:中國自身無法單靠內需來消化產能 。* 去槓桿化未解:房地產泡沫爆破已四年多至五年,但去槓桿化情況仍未解決,導致內需無法提振 。* 貿易戰的衝擊 ,出口難以增加,且多國(如美國)開始有貿易防範心態 。發改委公布推出5000億人民幣政策性金融措施,旨在促進幫助地方在基建和金融服務業上「重新啟動機器」。中央政府明顯不願將地方債務負擔轉移到中央,所以資金的性質是貸款,而不是中央撥款給地方派發財政補貼。雖然發改委稱5000億人民幣政策性金融措施屬於「準財政措施」,但由於還錢的主體是地方政府而非官員個人,且權位變動不確定,地方官員傾向於看重眼前的利益,而非長遠的問責性,這使得5000億的「借款」設定難以有效制約貪腐和資金濫用,亦難免造成以下問題:* 貪腐風險:地方官員可能批專案向中央借錢,承辦商將錢放入口袋,官員收受回佣,最終地方政府還不了錢,官員卻可能已轉移資產至海外 。* 重複失敗經驗:這屬於當局最擅長但效用有限的「堆砌鋼筋水泥」的凱因斯政策,如2009年「四萬億」措施的長期效果不佳 。中國社會結構性與長期性挑戰除了經濟數據,中國經濟還面臨什麼長期結構性問題?* 城鄉差距巨大:一、二線城市先富起來,但仍有十億八億人處於相對低收入、低教育水平,在當前世界環境中缺乏競爭力 。* 中低收入群體資產被鎖死:房地產泡沫破裂後,許多在中低線城市購房的中低收入群體資產被鎖在其中 。* 「低端人口」問題:政府必須限制農村貧窮人口自由流動,因大規模流竄會被視為社會動亂的潛在因素 。* 年輕人就業艱難:大學畢業生就業情況也很有問題,社會流動性大減。* Q7:中央與地方的矛盾對經濟政策執行有何影響?中國根本困境在於社會存在嚴重的扭曲,加上中央與地方的矛盾,使得中國一直以來無法突破「內捲」的問題。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

The Best of the Money Show
Manufacturing Recovery Gains Ground – September PMI rises to 52.2

The Best of the Money Show

Play Episode Listen Later Oct 1, 2025 5:09 Transcription Available


Stephen Grootes speaks to Andiswa Nondudule, Economist at Absa CIB, about the Absa Purchasing Managers’ Index (PMI), which climbed 2.7 points to 52.2 in September, signalling a return to expansion. Encouragingly, the Q3 average rose to 50.8, a marked improvement from the first half of the year. But Absa warns that the recovery remains uneven, with weak export demand and US trade tariffs still weighing on the sector. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Startup Geeks Audio Experience
#41 - Rispondiamo a 10 domande (interessanti) che ci ha fatto ChatGPT (parte 1)

Startup Geeks Audio Experience

Play Episode Listen Later Oct 1, 2025 17:49


Qual è la decisione più difficile che un imprenditore deve prendere? E quali sono gli errori che costano di più?In questo episodio speciale di Confidenze Imprenditoriali, Alessio e Giulia si mettono in gioco in un formato completamente diverso: un Q&A senza filtri dove rispondono alle domande più scomode e dirette sulla loro esperienza come co-founder di Startup Geeks.Dai momenti di svolta alla gestione dei conflitti lavorativi, dagli errori più costosi alle complessità quotidiane del ruolo di founder, questo episodio esplora il lato meno glamour dell'imprenditorialità.Se vuoi scoprire cosa significa davvero dare feedback difficili o controllare le finanze per non affondare, qui troverai risposte basate su esperienza diretta e senza filtri.-------------

PULS BIZNESU do słuchania
Government shutdown w USA, wojna cenowa w cateringu i start systemu kaucyjnego. PB BRIEF

PULS BIZNESU do słuchania

Play Episode Listen Later Oct 1, 2025 12:38


Pierwszy dzień października przynosi mocne tematy gospodarcze i polityczne. W USA rozpoczął się government shutdown – ponad 80 proc. urzędników federalnych trafiło na przymusowe urlopy, a agencje działają w trybie awaryjnym. W Polsce wystartował system kaucyjny na butelki i puszki, ⁠na rynku cateringu dietetycznego trwa ostra wojna cenowa⁠, a rynki finansowe śledzą publikacje PMI, dane o inflacji w strefie euro i raport ADP z USA.

Uncommon Sense - Tools to Improve your Work Forever
Is/Is Not: The Overlooked Problem Solving Tool

Uncommon Sense - Tools to Improve your Work Forever

Play Episode Listen Later Oct 1, 2025 15:18


What exactly is the problem? And what isn't? It sounds simple, but getting clarity here can be the difference between chasing assumptions and finding the real root cause. Join PMI Director Consultant Stuart Gibson in the studio with Susannah Clarke as they discuss Is/Is Not, a beautifully simple tool often underused in problem solving. With a practical example involving soggy pizzas, Stuart shows how moving beyond scoping questions can generate powerful clues, test theories, and steer you toward evidence-based solutions. More resources:The Joy of ProblemsTransform You Problem Solving Mindset 8D Problem Solving Template PERFORMANCE IMPROVEMENT IN AN AI-DRIVEN WORLD.The Goals to Results Conference is back! 17th March 2026. Get your ticket here. More from PMI: Dive into our Knowledge Hub for more tools, videos, and infographics Join us for a PMI LIVE Webinar Follow us on LinkedIn Take your improvement career to the next level with PMI's Lean Six Sigma Certifications - now available in two new and accessible formats, built around you. Explore On Demand >> Explore Distance Learning >>

Projekt Tambaya Podcast
Kompetenzerweiterung statt Jobverlust durch KI (220)

Projekt Tambaya Podcast

Play Episode Listen Later Oct 1, 2025 39:17


Johannes Bauer gibt spannende Einblicke in den Einsatz von Künstlicher Intelligenz im Projektmanagement. Im Gespräch mit Thomas Wuttke geht es um Chancen, Grenzen und praktische Anwendungen – vom Prompting über Agenten bis hin zur Kompetenzentwicklung. Eine Folge voller Impulse für Projektverantwortliche, die KI als Copiloten nutzen möchten.  Shownotes: 

On The Tape
Volatility Creeps In… Is VIX Hiding a Bigger Story?

On The Tape

Play Episode Listen Later Sep 30, 2025 25:50


In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas of SoFi discuss recent sports highlights, including the Milwaukee Brewers' and Green Bay Packers' performances. They delve into the potential market impact of a looming government shutdown, focusing on labor market data and how the Fed's moves might influence economic trends. The conversation also touches on key data metrics like jolts and PMI, along with the implications of AI on the market. Additionally, they explore international markets, specifically China's tech sector, and the rising gold market. They conclude with observations on market volatility and possible end-of-year trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

The Project Management Podcast
Episode 539: Lead Like a Conductor (Premium Preview)

The Project Management Podcast

Play Episode Listen Later Sep 30, 2025


Premium This is a preview of our premium episode. Full access is available only to premium subscribers. Click here and learn about the Premium Podcast to access this interview and transcript... Play audio-only preview episode | Play video preview episode | Play on YouTube | Play on Spotify Click above to play either the audio-only preview episode or video preview episode in a new window. Episode Summary Leadership comes in many styles, and the podium of a conductor offers striking lessons for project managers. In this conversation, Itay Talgam brings his wealth of experience as a classical conductor to shed light on what leadership means when you are tasked with guiding a group of experts toward a shared goal. Using vivid stories about Riccardo Muti, Leonard Bernstein, and other legendary maestros, he shows how leadership style is not fixed but evolves with culture, context, and experience. Just as conductors must adapt to each orchestra, project leaders must adapt to the unique culture of their teams and organizations. The discussion emphasizes how authority and autonomy can coexist, why culture and leadership are inseparable, and how leaders can expand their own style without losing authenticity.

The Beijing Hour
China honors fallen heroes at ceremony on Martyrs' Day ​

The Beijing Hour

Play Episode Listen Later Sep 30, 2025 59:45


Chinese President Xi Jinping has led tributes at a ceremony in Beijing, as commemorative events took place across the country to learn about the perseverance and courage of revolutionary heroes (01:03). China's manufacturing activity picked up in September, with the PMI rising 0.4 points from the month before, and the non-manufacturing PMI remaining stable (02:12). And Israel has accepted a U.S.-proposed Gaza ceasefire plan that includes the release of all hostages (11:17).

Between the Bells
Morning Bell 1 October

Between the Bells

Play Episode Listen Later Sep 30, 2025 4:18


Wall St closed higher on Tuesday as investors overlooked government shutdown fears to post an unusually strong month of September. The Dow Jones rose 0.18% to close at a fresh record high while the Nasdaq added 0.31% and the S&P500 ended the day up 0.41%.With a potential government shutdown looming, investors have been wary about a slowing labour market, the risk of stagflation and elevated stock valuation, so although government shutdowns aren't usually market-moving events, this time we could see market movements as a result. In Europe overnight, markets closed higher led by Germany's DAX rising 0.57%, while the STOXX 600 gained 0.5%, the French CAC climbed 0.19% and, in the UK, the FTSE100 ended the day up 0.54%. Across the Asia markets on Tuesday, markets traded mixed as the latest data out of China showed manufacturing activity contracted for a 6th straight month, with the manufacturing PMI index coming in at 49.8 points. While still in contraction mode, the reading was better than economists were expecting and the strongest reading since March. Japan's Nikkei fell 0.25%, and South Korea's Kospi index lost 0.19%, while China's CSI index gained 0.45%, and Hong Kong's Hang Seng rose 0.95%.The local market closed 0.2% lower on Tuesday following a lacklustre session on Wall St on Monday and investors digested comments out of RBA Governor Michele Bullock after Australia's central bank maintained the current cash rate at 3.6% for the next period. Materials and industrials stocks bucked the trend yesterday to close higher while energy stocks were the hardest hit amid declining oil prices.Ms Bullock said market services inflation remains sticky and has been a key sticking point for the RBA's rate journey over the last year adding to the difficult decisions made around Australia's rate outlook pathway. For this reason, the RBA was content in holding the cash rate at the conclusion of yesterday's meeting for the period ahead.Seven West Media (ASX:SWM) and Southern Cross Media (ASX:SXL) shares rose over 7% and over 6% respectively yesterday on news of a proposed merger between the Australian media giants, while Restaurant Brands New Zealand soared almost 60% after receiving a takeover offer from its majority shareholder, Finaccess Restauracion, a Mexican company.What to watch today:On the commodities front this morning, oil is trading 1.5% lower at US$62.51/barrel, gold is up 0.33% at yet another record US$3845.83/ounce and iron ore is trading 0.09% lower at US$105.35/tonne.The Aussie dollar has further strengthened against the greenback overnight to buy 66.16 US cents, 97.82 Japanese Yen, 49.17 British Pence and 1 New Zealand dollar and 14 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.12%. Trading ideas:Bell Potter has increased the 12-month price target on Pantoro (ASX:PNR) from $2.15 to $2.80 and maintain a hold rating on the diversified mining services group as shares have climbed 130% in one year but some key catalysts and tailwinds including the gold price and new contract wins, are driving a strong growth outlook for the company which led the analyst to increase the 12-month PT and maintain a hold.And Trading Central has identified a bearish signal on Infratil (ASX:IFT) following the formation of a pattern over a period of 54-days which is roughly the same amount of time the share price may fall from the close of $10.73 to the range of $9.40 to $9.70 according to standard principles of technical analysis.

Nova Futura Investimentos
Morning Call 30/09

Nova Futura Investimentos

Play Episode Listen Later Sep 30, 2025 1:51


Mercados recuam com risco de shutdown nos EUA e tarifas de Trump, enquanto PMI da China dá algum alívio e commodities seguem em queda

Economy Watch
Markets yet to acknowledge toxic risks

Economy Watch

Play Episode Listen Later Sep 30, 2025 5:43


Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the US faces a federal government shutdown as markets start to realise Trump has no problem being reckless and has no problem hurting his 'friends'..But first, there was another Pulse dairy auction overnight. And that brought marginally weaker prices for both SMP and WMP, down a bit less than -0.5% in USD terms. In fact these prices are now at their lowest level of 2025. But because the NZD is falling, the prices achieved actually rose about the same amount in local currency.In the US, the number of job openings in August were virtually unchanged from July at 7.2 mln as was expected.But the Chicago PMI fell again in September, well below market expectations that it would improve. And the dip was sharp, the most in three months.Also weaker was the Dallas Fed services sector with their retail sector retreating rather fast in an unusual move lower.Adding to the downbeat sentiment was the September report from the Conference Board showing consumers are glummer than at any time since the start of the year. A common theme in the survey responses is the impact of rising inflation.And the downbeat sentiment may well get worse, and quickly. The White House seems to relish a full government shutdown to start their fiscal year tomorrow with mass firings rather than furloughs. And Trump says some American cities he considers dangerous should become training grounds for American troops, proposing 'his' troops be used to fight other Americans in their home cities. It is getting toxic very fast there.For their economy, there is a real possibility now that this weekend's non-farm payrolls release will be cancelled because the department releasing it will be closed. If that turns out to be the case, it could mask some quite weak results. Analysts now expect less than a +50,000 gain.Financial markets are downplaying the risks of all this, mainly because there have been many 'shutdown' crises over the decades. But at least the earlier ones involved parties prepared to reach a deal. Maybe not this time.Across the Pacific in China, their official factory PMI contracted again. But even though it is the sixth straight monthly contraction, the pace of decline was the least in that time. (Their factory PMI rose in February and March, but only by marginal levels.) Their official services PMI for September is no longer expanding. These official PMIs have been more conservative than the private surveys (RatingDog, ex Caixin) probably because they have a heavier weighting to Chinese SOEs. The private ones are more attuned to private and foreign enterprises, surveyed by S&P Global, and they report a faster expanding factory sector, and solidly expanding services sector.Meanwhile, China has frozen imports of BHP iron ore in a pricing dispute. BHP is their third largest supplier after Rio Tinto and Brazil's Vale.Taiwanese consumer sentiment rose in September, but to be fair the bar is low because it has been stunted since May.In Europe, Germany said their CPI inflation edged up to 2.4% in September, marginally above the August level. But ist was a rise that was slightly more than expected.In Australia, there were no surprises from their central bank which held its cash rate target at 3.6%. But even though this hold was all priced in, there was some surprising reaction in financial markets. Somehow the decision was regarded as 'hawkish' and the AUD rose and benchmark bond interest rates fell on the news. The strong currency remained although the bond move was later reversed. Air cargo volumes in August grew +4.1% globally, driven by a near +10% rise from a year ago in the Asia/Pacific region. But notably, North American air cargo volumes fell -2.1% on the same basis in August, the weakest global region. And the pattern was similar for passenger travel. Asia/Pacific and Latin America brought strong growth, underpinning a +4.6% expansion, but North America lagged here too, only up +0.5% from a year ago.The UST 10yr yield is still at 4.14%, unchanged from yesterday.The price of gold will start today at US$3846/oz, up +US$16 from yesterday and a new all-time high. Silver is -50 USc softer however.American oil prices are down another -50 USc at just over US$62.50/bbl, with the international Brent price now just under US$66.50/bbl and down more than -US$1.The Kiwi dollar is at just on 58 USc and up +20 bps from yesterday. Against the Aussie however we are down -30 bps at 87.6 AUc and a new three year low. Against the euro we are little-changed at 49.4 euro cents. That all means our TWI-5 starts today at just on 65.1, and unchanged.The bitcoin price starts today at US$112,876 and down -0.8% from yesterday. Volatility over the past 24 hours has been low at just on +/- 0.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

The Project Management Podcast
Episode 538: How to Stay in Control of Multiple Projects

The Project Management Podcast

Play Episode Listen Later Sep 29, 2025


Play audio-only episode | Play video episode | Play on YouTube | Play on Spotify Click above to play either the audio-only episode or video episode in a new window. Episode Summary Managing more than one project at a time can feel like a constant balancing act, and for many project managers it is part of everyday life. In this conversation, Elizabeth Harrin joins Cornelius Fichtner to discuss the updated second edition of Managing Multiple Projects and the changes it brings. The discussion highlights how Chapter 7 has been reframed as "Practices," offering practical approaches for building sustainable success. Listeners will gain clear advice on where to start, how to set boundaries, and which methods can lighten the workload without sacrificing quality.

Dom and Jeremy
PMI 9-29-25

Dom and Jeremy

Play Episode Listen Later Sep 29, 2025 7:51 Transcription Available


JKJ conducts PMI here. We have an adorable uplifting tale about a wealthy cat, a poignant story about the dangers of yawning, and tips on how to enhance the enjoyment of baseball games!The fun continues on our social media pages!Jeremy, Katy & Josh Facebook: CLICK HERE Jeremy, Katy & Josh Instagram: CLICK HERE

Capital
Tertulia de mercados: Las Bolsas, en alerta por el posible cierre de Gobierno en EE.UU

Capital

Play Episode Listen Later Sep 29, 2025 35:02


Las Bolsas comienzan la semana con el foco puesto en el posible cierre del Gobierno de Estados Unidos, una situación que genera incertidumbre en los mercados y podría impactar negativamente en la confianza de los inversores. A esto se suma una agenda macroeconómica intensa, con datos clave que podrían marcar el rumbo de la renta variable en Europa, EE.UU. y Asia. Entre las principales referencias de los próximos días destacan las cifras de PMI en China, Japón, EEUU y la eurozona, el dato adelantado de inflación en Europa, el PIB del segundo trimestre en EEUU, y el informe de empleo de septiembre en EEUU. Además compañías como Nike, Solaria y Tesco presentarán sus resultados. En la Tertulia de Mercados de Capital Intereconomía, Belén Ríos, jefa de ventas para Iberia en J. Safra Sarasin; Fernando Fernández-Bravo, responsable de ventas institucionales en Invesco; Juan Martín Valiente, socio de AMCHOR Investment Strategies; y Felipe Lería, Head de Iberia & Latam en UBP analizan si los resultados empresariales podrán actuar como catalizadores para los mercados y cuál será la hoja de ruta de la Reserva Federal en relación con los tipos de interés.

🌟 Projetez-vous !  🌟  Abordons la gestion de projet sans complexe.
En route pour PMP - Ep5 - Maîtrisez l'Agilité pour Réussir

🌟 Projetez-vous ! 🌟 Abordons la gestion de projet sans complexe.

Play Episode Listen Later Sep 29, 2025 20:44 Transcription Available


Plongez au cœur de l'agilité avec cet épisode essentiel pour réussir votre certification PMP et adopter une posture moderne de chef de projet. Vous découvrirez en quoi le PMBOK V7 transforme la vision du chef de projet, pourquoi l'agilité est incontournable aujourd'hui, et comment faire le bon choix entre prédictif, agile et hybride selon votre contexte.Vous apprendrez :Les fondamentaux de l'agilité appliquée à la gestion de projetLa différence entre Scrum Master, Product Owner et chef de projetComment l'agilité pilote la valeur plutôt que le périmètreDes questions types de l'examen PMP liées à l'agilitéL'importance des soft skills dans un environnement agileQue vous soyez en préparation PMP ou en poste, cet épisode vous offre une fiche de révision audio pour mieux comprendre les approches adaptatives.https://www.canva.com/design/DAGzpmeJNXM/_hTRAthQ7Db8CJM9u4HrMw/edit?utm_content=DAGzpmeJNXM&utm_campaign=designshare&utm_medium=link2&utm_source=sharebuttonRessources mentionnées :Agile Practice Guide : https://www.pmi.org/standards/agileScrum Guide : https://scrumguides.org/index.htmlManifeste Agile : https://manifesteagile.frÉpisode sur Jira: https://smartlink.ausha.co/projetez-vous-abordons-la-gestion-de-projet-sans-complexe/s2e7-un-outil-revolutionnairePartagez votre avis en commentaire ou contactez-moi sur LinkedIn si vous souhaitez un accompagnement personnalisé vers la réussite PMP.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

IL PODCAST DEGLI IMPRENDITORI
PERCHE' VALE LA PENA RIFLETTERE SUL PURPOSE DELLA PROPRIA AZIENDA

IL PODCAST DEGLI IMPRENDITORI

Play Episode Listen Later Sep 29, 2025 14:45


Si sente parla sempre di più di Purpose; sempre più evidenze e studi dimostrano il valore che il Purpose è in grado di sviluppare all'interno dell'organizzazione.Ma cosa è il Purpose e cosa può concretamente generare nella mia azienda?In questa puntata del podcast, facciamo chiarezza su questa tematica che sembra essere solo per le grandi aziende e invece sono proprio le PMI che più dovrebbero fermarsi e riflettere.www.authenticleader.it

5 Minutes Podcast with Ricardo Vargas
The Mega Power of Nano Projects

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Sep 28, 2025 4:00


In this episode, Ricardo introduces the concept of nano projects: ultra-short, highly focused initiatives lasting just a few days, designed to generate value quickly. Unlike megaprojects, which require months or years, nano projects respond to the need for speed and adaptation in a fast-paced world. Examples include testing a marketing channel in five days, redesigning hospital processes in a week, or running rapid pilots in the public sector. Their advantages include low risk, rapid learning, and greater team engagement, as results are quickly seen. However, they require a well-defined scope, discipline, and attention to quality. Ricardo emphasizes that they complement traditional models, helping to reduce uncertainty and stimulate innovation in short cycles. Listen to the podcast to learn more!

5 Minutes Podcast com Ricardo Vargas
O Mega Poder dos Nano Projetos

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Sep 28, 2025 4:39


Neste episódio, Ricardo apresenta o conceito de nano projetos, iniciativas ultracurtas, com foco extremo e duração de poucos dias, criadas para gerar valor rapidamente. Diferente dos megaprojetos, que exigem meses ou anos, os nano projetos respondem à necessidade de velocidade e adaptação em um mundo acelerado. Exemplos incluem testar um canal de marketing em cinco dias, redesenhar processos hospitalares em uma semana ou executar pilotos rápidos no setor público. Suas vantagens são: baixo risco, aprendizado rápido e maior engajamento da equipe, já que os resultados aparecem rapidamente. Contudo, exigem escopo bem definido, disciplina e atenção à qualidade. Ricardo destaca que eles complementam os modelos tradicionais, ajudando a reduzir incertezas e estimulando a inovação em ciclos curtos. Escute o podcast para saber mais!

Nomura Podcasts
The Week Ahead – Course Correction?

Nomura Podcasts

Play Episode Listen Later Sep 26, 2025 18:16


In previous weeks, the Fed's easing expectations appear to have been driving all markets, sending equities higher, credit spreads tighter, and the USD and US yields lower. However, better US data this week have resulted in some rate cut expectations to unwind. Markets will be in for another big test next week, with the US Payrolls report and the significant risk of a US government shutdown. We preview China's PMI data, the Reserve Bank of India and the Reserve Bank of Australia's policy meetings, and activity data in Japan. Chapters: US: 01:49, China: 06:50, India: 10:39, Japan: 13:58, Australia: 15:35. 

C'est votre argent
Le top / flop de la semaine – 26/09

C'est votre argent

Play Episode Listen Later Sep 26, 2025 5:22


Vendredi 26 septembre, la renonciation de la Chine au statut de pays en développement auprès de l'OMC, les dépenses des GAFAM dans l'IA, le profit warning de Porsche, et l'indice PMI de la France, ont été abordés par Wilfrid Galand, directeur général adjoint de Montpensier Arbevel, Léa Dauphas, chef économiste chez TAC ECONOMICS, Eric Lewin, président d'EL Finance, et Stéphanie Maugey, gérante Privée à la Financière d'Uzès, reçu par Marc Fiorentino dans l'émission C'est Votre Argent sur BFM Business. Retrouvez l'émission le vendredi et réécoutez la en podcast.

Dom and Jeremy
PMI 9-25-25

Dom and Jeremy

Play Episode Listen Later Sep 25, 2025 7:41 Transcription Available


Josh shares an uplifting tale about a woman who experienced a unique walk down the aisle, unlike any other. Meanwhile, Katy recounts a quirky incident involving some wild squirrels (they're truly nuts)! To wrap up PMI, Jeremy presents an intriguing narrative about the ten most bizarre things to appreciate.The fun continues on our social media pages!Jeremy, Katy & Josh Facebook: CLICK HERE Jeremy, Katy & Josh Instagram: CLICK HERE

Ransquawk Rundown, Daily Podcast
Europe Market Open: No move to Fed speak, geopolitics in focus; Ifo & supply ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 24, 2025 4:29


APAC stocks eventually traded mixed following the subdued lead from Wall Street; Japanese markets returned from holiday, Chinese markets were choppy before posting gains.Fed Chair Powell said that towards the next meeting, the Fed will look at labour market, growth data, and inflation data to assess whether policy is in the right place, adding that if it is not, they will move it there.DXY edged higher throughout the APAC session, EUR/USD briefly dipped under 1.1800, AUD was boosted by Aussie CPI, JPY weakened slightly post-PMI.US President Trump shifted his stance on Ukraine and said he thinks Ukraine, with the support of the EU, is in a position to fight and "win" all of Ukraine back in its original form.OpenAI, Oracle (ORCL), and Softbank (9984 JT) announced five new US data centres; NVIDIA (NVDA) director Mark A. Stevens sold over 350k common shares.European equity futures are indicative of a softer cash open with the Euro Stoxx 50 future -0.4% after cash closed +0.6% on Tuesday.Looking ahead, highlights include German Ifo Survey (Sep), Supply from Italy, UK, Germany, US, Speeches from BoE's Greene, Fed's Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Tuesday, September 23

NewsWare‘s Trade Talk

Play Episode Listen Later Sep 23, 2025 16:42


S&P futures are flat as investors await flash PMI data for signs of economic momentum and a key speech from Fed Chair Jerome Powell this afternoon. Markets remain cautious with elevated tech valuations, led by Nvidia's AI rally. Meanwhile, President Trump and HHS Director RFK Jr. stirred controversy with unproven claims about Tylenol and autism, and Trump is set to address the U.N. on U.S. foreign policy. On the earnings front, MU, AIR, and MLKN report after the bell.

TD Ameritrade Network
U.S. Pins International Pressure: Eurozone PMI Pockets of Weakness & South Korea's Warning

TD Ameritrade Network

Play Episode Listen Later Sep 23, 2025 6:42


While September's PMI print didn't move markets in the U.S., Kevin Green urges investors to keep their eyes on international economies. He talks about how Germany is acting as a buoy for the Eurozone PMI as tariff uncertainty lingers over the EU. Additionally, South Korea's president warned of a financial crisis if the U.S. continues its investment demands.======== 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

Ransquawk Rundown, Daily Podcast
US Market Open: US equity futures are flat, awaiting Fed Chair Powell and Trump; GBP hit on PMIs

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 23, 2025 3:49


European bourses gradually climb higher and currently at peaks; US equity futures are flat awaiting Fed Chair Powell.GBP hit by soft PMI, Eurozone data showed diverging fortunes for manufacturing and services.USTs are essentially flat; Gilts modestly out-edge peers following disappointing flash PMI metrics.Crude initially in the red but have managed to climb higher, XAU at another ATH, catching a bid on reports that China aims to become custodian of foreign gold reserves.Looking ahead, US Flash PMIs (Sep), US Richmond Fed Index, NBH Policy Announcement; Speakers include BoE's Pill, Fed's Powell, Bostic, Bowman, ECB's Cipollone, BoC's Macklem, US President Trump at UN General Assembly; Supply from the US; Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Mercado Abierto
Vistazo a la macro y las divisas

Mercado Abierto

Play Episode Listen Later Sep 23, 2025 11:55


Olivia Álvarez, analista de AFI, repasa las claves macro con vistazo a los datos de PMI preliminares de la eurozona y esa previsión de la OCDE para España. Ojo al euro.

Dom and Jeremy
PMI 9-22-25

Dom and Jeremy

Play Episode Listen Later Sep 22, 2025 8:31 Transcription Available


JKJ is taking you on a global journey with some PMI today! Katy shares an uplifting tale about AI robots assisting the elderly. Josh discusses a downside regarding a doctor who saved a life yet received a 4-star rating, while Jeremy presents a fascinating story about airbags designed for airplanes!The fun continues on our social media pages!Jeremy, Katy & Josh Facebook: CLICK HERE Jeremy, Katy & Josh Instagram: CLICK HERE

Capital
Tertulia de mercados: Powell, inflación y resultados empresariales, protagonistas de la semana

Capital

Play Episode Listen Later Sep 22, 2025 33:41


La atención de esta semana en las Bolsas se centra especialmente en la comparecencia del presidente de la Reserva Federal, Jerome Powell, este martes en un simposio económico tras la reciente bajada de tipos. A esto se suman datos clave como el PCE deflactor en EEUU, las cifras de PIB en España y EEUU, y los PMI adelantados de septiembre. En el plano corporativo, el mercado estará atento a los resultados de empresas como AutoZone, Micron Technology, H&M, JD Sports, Costco o Grenergy. Iberdrola presentará su nuevo plan estratégico, mientras que BBVA tiene que decidir su mejora o no su OPA sobre Banco Sabadell. En la tertulia de mercados de Capital Intereconomía, Ricardo Comín (Vontobel), Sébastien Senegas (Edmond de Rothschild AM), Álvaro Antón (Aberdeen) y Patricia Molpeceres (AllianceBernstein) analizan las claves de la semana, si es la liquidez lo que realmente impulsa a las Bolsas, y algunos factores de riesgo como el impacto de la crisis política en Francia o la incertidumbre en torno al empleo en EEUU.

5 Minutes Podcast with Ricardo Vargas
Is Agile Still Enough in the Face of AI's Speed?

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Sep 21, 2025 3:03


In this episode, Ricardo questions whether Agile is still sufficient in the face of the speed of artificial intelligence. Created in 2001, the Agile Manifesto introduced short iterations and continuous learning to address the unpredictability of software development. However, today, tools become obsolete in days, raising questions about the relevance of 2- to 4-week cycles or a quarterly backlog. Vargas doesn't criticize Agile—on the contrary, he recognizes its essential role for organizations in dealing with volatility. The point is to reflect on how to apply it intelligently in the face of the rapidity of AI: smaller microcycles? More discipline? An "Agile 2.0" that includes governance, ethics, and social responsibility? The challenge is adapting to the current intensity of change. Listen to the podcast to learn more!

5 Minutes Podcast com Ricardo Vargas
Agile ainda é suficiente frente à velocidade da IA?

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Sep 21, 2025 3:15


Neste episódio, Ricardo questiona se o Ágil ainda é suficiente diante da velocidade da inteligência artificial. Criado em 2001, o Manifesto Ágil trouxe interações curtas e aprendizado contínuo para enfrentar a imprevisibilidade do desenvolvimento de software. Porém, hoje, ferramentas tornam-se obsoletas em dias, levantando dúvidas sobre a relevância de ciclos de 2 a 4 semanas ou de um backlog trimestral. Vargas não critica o Ágil — ao contrário, reconhece seu papel essencial para organizações lidarem com volatilidade. O ponto é refletir sobre como aplicá-lo de forma inteligente frente à rapidez da IA: microciclos menores? Mais disciplina? Um “Ágil 2.0” que inclua governança, ética e responsabilidade social? O desafio é adaptar-se à intensidade atual das mudanças. Escute o podcast para saber mais!

The Residual Real Estate Agent Show
No Equity? Here's How to Finance Your ADU

The Residual Real Estate Agent Show

Play Episode Listen Later Sep 20, 2025 10:14


Wondering how to finance an adu when you have little or no equity? In this episode, Jose Luiz Morales sits down with lending expert Mike Yates to explain an incredible program that offers 100% financing home loan options, plus a $15,000 grant for closing costs. If you've been searching for the right adu loan or exploring adu financing options, this could be the solution that finally makes owning or building an accessory dwelling unit california possible.This program is designed to make homeownership and ADU projects accessible in today's california housing market. You'll learn how adu financing can work even if you don't have savings for a down payment, and why this is one of the most unique mortgage programs available right now.✨ What you'll learn in this episode:✅ Who qualifies for the program and how to apply✅ Why no PMI is a major benefit✅ How the $15,000 grant helps cover closing costs✅ Which California counties are eligible✅ Credit score requirements and income limits✅ Why this is a game-changer for first-time and first-generation buyersWhether you're a buyer, homeowner, or real estate agent helping clients, this conversation with Jose Luiz morales real estate will give you everything you need to understand one of the most powerful ways to finance your next property.

Inside the ICE House
Market Storylines: Fed Shift, Dovish Signals + Market Momentum

Inside the ICE House

Play Episode Listen Later Sep 19, 2025 9:13


Michael Reinking, Senior Market Strategist at the NYSE, recaps a week where the Fed cut rates 25 basis points, lifting markets to record highs. U.S.-China talks, including a framework for a TikTok deal, eased tensions and supported global indices. Strong retail sales added momentum, though not inflation adjusted. Small caps outperformed following the Fed's move. Reinking flags the Trump-Xi call, triple-witching, and PMI and PCE data as next week's key drivers.

Project Management Masterclass
21. Project Success Decoded: How to Achieve M.O.R.E

Project Management Masterclass

Play Episode Listen Later Sep 17, 2025 26:33 Transcription Available


Send us a textWhat does project success really mean in today's world? It's not just about hitting deadlines or budgets—it's about delivering outcomes that matter. In this episode of Project Management Masterclass, Brittany Wilkins breaks down the M.O.R.E. framework: Manage perceptions, Own outcomes, Relentlessly reassess, and Expand perspective.You'll discover why customer perception is the ultimate measure of success, how social impact can double your chances of project success, and practical steps to apply M.O.R.E. across the project lifecycle. Whether you're leading your first project or managing enterprise programs, this episode will help you redefine success and consistently deliver value. Support the show

Thoughts on the Market
How U.S. Industry Is Reinventing Itself

Thoughts on the Market

Play Episode Listen Later Sep 16, 2025 14:26


Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stanley Annual Industrials Conference in Laguna Beach.Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic Strategist.Christopher Snyder: I'm Chris Snyder, Morgan Stanley's U.S. Multi-Industry Analyst. Adam Jonas: And I'm Adam Jonas, Morgan Stanley's Embodied AI Strategist.Michelle Weaver: We recently concluded Morgan Stanley's annual industrials conference in Laguna Beach, California, and wanted to share some of the biggest takeaways.It's Tuesday, September 16th at 10am in New York.I want to set the stage for our conversation. The overall tone at the conference was fairly similar to last year with many companies waiting for a broader pickup. And I'd flag three different themes that really emerged from the conference. So first, AI. AI is incredibly important. It appeared in the vast majority of fireside conversations. And companies were talking about AI from both the adopter and the enabler angle. Second theme on the macro, overall companies remain in search of a reacceleration. They pointed to consistently expansionary PMIs or a PMI above 50, a more favorable interest rate environment and greater clarity on tariffs as the key macro conditions for renewed momentum. And then the last thing that came up repeatedly was how are companies going to react to tariffs? And I would say companies overall were fairly constructive on their ability to mitigate the margin impact of tariffs with many talking about both leveraging pricing power and supply chain shifts to offset those impacts. So, Chris, considering all this, the wait for an inflection came up across a number of companies. What were some of your key takeaways on multis, on the macro front? Christopher Snyder: The commentary was stable to modestly improving, and that was really consistent across all of these companies. There are, you know, specific verticals where things are getting better. I would call out data center as one. Non-res construction, as another one, implant manufacturing as one. And there were certain categories where we are seeing deterioration – residential HVAC, energy markets, and agriculture.But we came away more constructive on the cycle because things are stable, if not modestly improving into a rate cut cycle. The concern going in was that we would hear about deteriorating trends and a rate cut would be needed just to stabilize the market. So, we do think that this backdrop is supportive for better industrial growth into 2026.We have been positive on the project or CapEx side of the house. It feels like strength there is improving. We've been more cautious on the short cycle production side of the house. But we are starting to see signs of rate of change. So, when we look into [20]26 and [20]27, we think U.S. industrials are poised for decade high growth. Michelle Weaver: You've had a thesis for a while now that U.S. reshoring is going to be incredibly important and that it's a $10 trillion opportunity. Can you unpack that number? What are some recent data points supporting that and what did you learn at the conference? Christopher Snyder: Some of the recent data points that support this view is U.S. manufacturing construction starts are up 3x post Liberation Day. So, we're seeing companies invest. This is also coming through in commercial industrial lending data, which continues to push higher almost every week and is currently at now record high levels. So, there's a lot of reasons for companies not to invest right now. There's a lot of uncertainty around policy. But seeing that willingness to invest through all of the uncertainty is a big positive because as that uncertainty lifts, we think more projects will come off the sidelines and be unlocked. So, we see positive rate of change on that. What I think is often lost in the reassuring conversation is that this has been happening for the last five years. The U.S. lost share of global CapEx from 2000 when China entered the World Trade Organization almost every year till 2019 when Trump implemented his first wave of tariffs. Since then, the U.S. has taken about 300 basis points of global CapEx share over the last five years, and that's a lot on a $30 trillion CapEx base. So, I think the debate here should be: Can this continue? And when I look at Trump policy, both the tariffs making imports more expensive, but also the incentives lowering the cost of domestic production – we do think these trends are stable. And I always want to stress that this is a game of increments. It's not that the U.S. is going to get every factory. But we simply believe the U.S. is better positioned to get the incremental factory over the next 20 years relative to the prior 20. And the best point is that the baseline growth here is effectively zero. Michelle Weaver: And how does power play into the reshoring story? AI and data centers are generating huge demand for power that well outstrip supply. Is there a risk that companies that want to reshore are not able to do so because of the power constraints?Christopher Snyder: It's a great question. I think it's part of the reason that this is moving more slowly. The companies that sell this power equipment tend to prioritize the data center customers given their scale in magnitude of buying. But ultimately, we think this is coming and it's a big opportunity for U.S. power to extend the upcycle.Manufacturing accounts for 26 percent of the electricity in the country. Data center accounts for about 5 percent. So, if the industrial economy returns to growth, there will be a huge pull on the grid; and I view it as a competitive advantage. If you think about the future of U.S. manufacturing, we're simply taking labor out and replacing it with electricity. That is a phenomenal trade off for the U.S. And a not as positive trade off for a lot of low-cost regions who essentially export labor to the world. I'm sure Adam will have more to say about that. Michelle Weaver: And Adam, I want to bring robotics and humanoid specifically into this conversation as the U.S.' technological edge is a big part of the reshoring story. So how do humanoids fit into reshoring? How much would they cost to use and how could they make American manufacturing more attractive? Adam Jonas: Humanoid robots – we're talking age agentic robots that make decisions from themselves autonomously due to the dual purpose in the military. You know, dual purpose aspect of it makes it absolutely necessary to onshore the technologies.At the same time, humanoid robots actually make it possible to onshore those technologies. Meaning you need; we're not going to be able to replicate manufacturing and onshore manufacturing the way it's currently done in China with their environmental practices and their labor – availability of affordable cheap human labor.Autonomous robots are both the cause of onshoring. And the effect of onshoring at the same time, and it's going to transform every industry. The question isn't so much as which industry will autonomous robots, including humanoids impact? It's what will it not.And we have not yet been able to find anything that it would. When you think about cost to use – we think by 2040 we get to a point where to Chris's point, the marginal cost of work will be some factor of electricity, energy, and some depreciation of that physical plant, or the physical robot itself. And we come up with a, a range of scenarios where centered on around $5 per hour. If that can replace two human workers at $25 an hour, that can NPV to around $200,000 of NPV per humanoid. That's discounting back 15 years from 2040.Michelle, there's 160 million people in the U.S. labor market, so if you just substituted 1 percent of that or 1.6 million people out of the U.S. Labor pool. 1.6 million times $200,000 NPV; that's $320 billion of value, which is worth, well, quite a lot. Quite a lot of money to a lot of companies that are working on this. So, when we get asked, what are we watching, well, in terms of the bleeding edge of the robot revolution, we're watching the Sino-U.S. competition. And I prefer to call it competition. And we're also watching the terra cap companies, the Mag 7 type companies that are quite suddenly and recently and very, very significantly going after physical AI and robotics talent. And increasingly even manufacturing talent. So again, to circle back to Chris's point, if you want evidence of reshoring and manufacturing and advanced manufacturing in this country, look at some of these TMT and tech and AI companies in California. And look at, go on their hiring website and watch all the manufacturing and robotics people that they're trying to hire; and pay a lot of money to do so. And that might be an interesting indicator of where we're going.Michelle Weaver: I want to dig in a little bit more there. We're seeing a lot of the cutting-edge tech coming out of China. Is the U.S. going to be able to catch up?Adam Jonas: Uh, I don't know. I don't know. But I would say what's our alternative. We either catch up enough to compete or we're up for grabs. OK?I would say from our reading and working closely with our team in China, that in many aspects of supply chain, manufacturing, physical AI, China is ahead. And with the passage of time, they are increasingly ahead. We estimate, and we can't be precise here, that China's lead on the U.S. would not only last three to five years, but might even widen three to five years from now. May even widen at an accelerating rate three to five years from now.And so, it brings into play is what kind of environment and what kind of regulatory, and policy decisions we made to help kind of level the playing field and encourage the right kind of manufacturing. We don't want to encourage trailing edge, Victorian era manufacturing in the U.S. We want to encourage, you know, to skate to where the puck is going technology that can help improve our world and create a sustainable abundance rather than an unsustainable one. And so, we're watching China very, very closely. It makes us a little bit; makes me a little bit kind of nervous when we – if we see the government put the thumb on the scale too much.But it's invariably going to happen. You're going to have increased involvement of whichever administration it is in order to kind of set policies that can encourage innovation, education of our young people, repurposing of labor, you know. All these people making machines in this country now. They might get, there may be a displacement over a number of years, if not a generation.But we need those human bodies to do other things in this economy as well. So, we; I don't want to give the impression at all in our scenarios that we don't need people anymore. Michelle Weaver: What are the opportunities and the risks that you see for investors as robotics converges with this broader U.S. manufacturing story? Adam Jonas: Well, Michelle, we see both opportunities and risks. There are the opportunities that you can measure in terms of what portion of global GDP of [$]115 trillion could you look at. I mean, labor alone is $40 trillion.And if you really make humanoid that can do the work of two workers, guess what? You're not going to stop at [$]40 trillion. You're going to go beyond that. You might go multiple beyond that. Talking about the world before AI, robotics and humanoid is like talking about the world before electricity. Or talking about business before the internet. We don't think we're exaggerating, but the proof will be in the capital formation. And that's where we hope we can be of assistance to our clients working together on a variety of investment ideas. But the risks will come and it is our professional responsibility, if not our moral responsibility, to work with our partners across research to talk about those risks. Michelle, if we have labor displacement, go too quickly, there's serious problems. And if you don't, if you don't believe me, go look at, look at you know, the French Revolution or the Industrial Revolution, or Age of Enlightenments. Ages of scientific enlightenment frequently cohabitate times of great social and political turmoil as well. And so, we think that these risks must be seen in parallel if we want to bring forth technologies that can make us more human rather than less human. I'm sorry if I'm coming across as a little preachy, but if you studied robots and labor all day long, it does have that effect on you. So, Michelle, how do you see innovation priorities changing for industrials and investors in this environment?Michelle Weaver: I think it's huge as we're seeing AI and technology broadly diffuse across different segments of the market, it's only becoming more important. About two-thirds of companies at the conference mentioned AI in some way, shape, or form. We know that from transcripts. And we're seeing them continue to integrate AI into their businesses. They're trying to go beyond what we've just seen at the initial edge. So, for example, if I think about what was going on within AI adoption a couple years ago, it was largely adding a chat bot to your website that's then able to handle a lot of customer service inquiries. Maybe you could reduce the labor there a little bit. Now we're starting to see a lot more business specific use cases. So, for example, with an airline, an airline company is using AI to most optimally gate different planes as they're landing to try and reduce connection times. They know which staff needs to go to another flight to connect, which passengers need to move to another flight. They're able to do that much more efficiently. You're seeing a lot on AI being adopted within manufacturing to make manufacturing processes a lot more seamless. So, I think innovation is only going to continue to become more important to not only industrials, but broadly the entire market as well.Clearly the industry is being shaped by adaptability, collaboration, and a focus on innovation. So, Chris, Adam, thank you both for taking the time to talk. Adam Jonas: Always a pleasure. Michelle.Christopher Snyder: Thank you for having us on. Michelle Weaver: And to our listeners, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen to the show and share the podcast with a friend or colleague today.

The Project Management Podcast
Episode 537: Why Your PMO Isn't Delivering

The Project Management Podcast

Play Episode Listen Later Sep 16, 2025


Play audio-only episode | Play video episode | Play on YouTube | Play on Spotify Click above to play either the audio-only episode or video episode in a new window. Episode Summary The most dangerous issue facing a Project Management Office (PMO) is not sudden collapse but a gradual decline in relevance and impact. In this conversation, Mel Bost, author of Understanding Project Practices and Processes, shares his insights from Chapter Four of the book, which focuses on PMOs and project performance. He explains why PMOs often fail to deliver consistent value, even when they are not technically “broken.” He highlights overlooked factors, from alignment with organizational strategy to a lack of meaningful performance measures, that contribute to slow underperformance. The discussion underscores that without proactive adjustments, a PMO can continue to operate while its value to the business quietly diminishes.

Portfolio Intelligence
Post-summer outlook: evaluating the market landscape

Portfolio Intelligence

Play Episode Listen Later Sep 16, 2025 17:30


With fresh economic data and anticipated interest rate cuts from the U.S. Federal Reserve, the market has a lot to look forward to as the back-to-school season ushers in a time of renewed focus. In this episode, host John Bryson sits down with Matt and Emily for a timely check-in as summer draws to a close.They delve into the recent uptick in global Purchasing Managers' Index (PMI) readings and how it might signal shifts in market sentiment. They also explore the current phase of U.S. earnings growth and discuss their strategies for stocks and bonds in the current market landscape. Here's a glimpse into the conversation.1 What opportunities do you see in bonds and equities?Emily: We favor high-quality bonds like investment-grade corporates, mortgage-backed securities, and municipal bonds due to elevated yields and potential duration benefits. In stocks, we think it's time to shift from riskier market segments to high-quality stocks. We are focusing on sectors like technology, communication services, and industrials, emphasizing companies with strong returns on equity and reasonable PEG ratios.2 How do you view the current phase of the market cycle with regard to U.S. earnings?Matt: Earnings growth will have to remain the key driver of equity returns as dividend yields are low and P/E ratios are high. S&P 500 Index earnings have exceeded expectations, but Q3 and Q4 earnings performance will be crucial to watch. Ultimately, we think strong earnings are the best thing this market's got going for itself.3 How do you interpret the recent bounce in global PMI, especially for U.S. manufacturing and services?Emily: Global PMI showed a reacceleration in growth in August. The U.S. manufacturing PMI at 53.3 was the highest reading of the year. U.S. services also performed well. United States is showing better relative growth compared to Europe, leading us to favor U.S. equities.

The Impostor Syndrome Files
Leading Through Change & Uncertainty

The Impostor Syndrome Files

Play Episode Listen Later Sep 16, 2025 32:45


In this episode of The Impostor Syndrome Files, we explore what it takes to lead through change. My guest this week is Erin Herman, keynote speaker, writer and consultant, whose mission is to help people lead with more humanity. Drawing on her experiences in both the private and public sectors, Erin shares why courage, empathy and a growth mindset are essential for navigating change.Here we talk about what gets in the way of leading change effectively, including outdated workplace systems and cultural resistance to vulnerability. Erin offers powerful insights into the difference between confidence and self-assurance, and how a strong personal value system can be a grounding force when self-doubt or impostor syndrome creep in. We also discuss how to influence our environments at every level, not just from the top.About My GuestFor over 20 years, Erin Herman has worked with executive teams across the globe, including Fortune 500 companies, to lead change that actually sticks. Her leadership career has taken her from the boardrooms of St. Jude Children's Research Hospital to the global halls of the United Nations. Along the way, she's built partnerships that created lasting impact—like securing a $300 million commitment to support pediatric research, one of the largest gifts ever made to a children's hospital.One of the projects she's most proud of is the Learning Passport—a digital education platform she co-created with Microsoft and Cambridge University. It now reaches children in more than 40 countries and was named one of TIME's 100 Best Inventions. It's also been ranked the third most influential project in the world by PMI.Erin has spoken at the UN General Assembly, led global initiatives across China, Finland, Italy, and South Africa, and been featured by organizations like the University of Missouri's Bloch School of Business. But at the heart of everything she does is a single goal: helping people lead with more humanity.Whether she's working with C-suite leaders navigating change or high-achieving women ready to stop shrinking and start leading, her work is about creating the kind of transformation that resonates—long after the keynote ends.~Connect with Erin:LinkedIn: https://www.linkedin.com/in/erin-herman-97832217/ Instagram: @eebherm Facebook: https://www.facebook.com/erin.beaton.18 Podvantage Page: https://erin.podvantage.ai/ Website: https://theerinherman.com/~Connect with Kim and The Impostor Syndrome Files:Join the free Impostor Syndrome Challenge:https://www.kimmeninger.com/challengeLearn more about the Leading Humans discussion group:https://www.kimmeninger.com/leadinghumansgroupJoin the Slack channel to learn from, connect with and support other professionals: https://forms.gle/Ts4Vg4Nx4HDnTVUC6Join the Facebook group:https://www.facebook.com/groups/leadinghumansSchedule time to speak with Kim Meninger directly about your questions/challenges: https://bookme.name/ExecCareer/strategy-sessionConnect on LinkedIn:https://www.linkedin.com/in/kimmeninger/Website:https://kimmeninger.com

Dom and Jeremy
PMI 9-15-25

Dom and Jeremy

Play Episode Listen Later Sep 15, 2025 12:39 Transcription Available


Jeremy, Katy, and Josh present an entertaining episode of PMI here. Katy shares some uplifting news about a new kind of dating "app," while Josh has a downside to report; police were summoned to deal with some high school students over the weekend. Meanwhile, Jeremy introduces something intriguing; a novel method for gifting money to newlyweds.The fun continues on our social media pages!Jeremy, Katy & Josh Facebook: CLICK HERE Jeremy, Katy & Josh Instagram: CLICK HERE

5 Minutes Podcast with Ricardo Vargas
AI: Reducing Risks or Creating New Challenges?

5 Minutes Podcast with Ricardo Vargas

Play Episode Listen Later Sep 14, 2025 5:58


In this week's episode, Ricardo questions whether artificial intelligence (AI) actually reduces project risks or creates new ones. While it helps predict delays, identify flaws, and minimize errors, AI can create invisible risks, such as data bias, which distorts results, and "blind trust," when professionals accept predictions without critical analysis. Another risk is technological dependence: if the tool fails or disappears, the project could stall. There are also ethical and legal questions about who is responsible for AI's misguided decisions. Vargas emphasizes that AI is neither a villain nor an absolute solution. It should be seen as an ally, but always with human oversight, contingency plans, and clear accountability from managers. Listen to the podcast to learn more!

5 Minutes Podcast com Ricardo Vargas
IA: Reduzindo Riscos ou Criando Novos Desafios?

5 Minutes Podcast com Ricardo Vargas

Play Episode Listen Later Sep 14, 2025 4:08


No episódio desta semana, Ricardo questiona se a inteligência artificial (IA) realmente reduz riscos em projetos ou se também cria novos. Embora ajude a prever atrasos, identificar falhas e minimizar erros, a IA pode gerar riscos invisíveis, como viés nos dados, que distorce resultados, e a “confiança cega”, quando profissionais aceitam previsões sem análise crítica. Outro risco é a dependência tecnológica: se a ferramenta falhar ou desaparecer, o projeto pode parar. Há ainda questões éticas e legais sobre quem responde por decisões equivocadas da IA. Vargas reforça que a IA não é vilã nem solução absoluta. Ela deve ser vista como aliada, mas sempre com supervisão humana, planos de contingência e responsabilidade clara dos gestores. Escute o podcast para saber mais!

Le Tourbillon
Lou, sortir de l'hyper contrôle

Le Tourbillon

Play Episode Listen Later Sep 9, 2025 45:44


Plus jeune Lou ne se projetait pas du tout dans le mariage et si elle souhaitait devenir mère, elle se serait sûrement tourner vers l'adoption. Non pour elle ce qui comptait avant tout c'était sa carrière, les voyages, et surtout elle n'avait pas connu de modèle de couples heureux. Et puis une rencontre va tout changer, celle du grand amour. Si ce n'était pas du tout ce que Lou avait prévu, elle se laisse porter par cette belle histoire, se marie et devient maman d'une petite fille. Lou décide de mettre de côté sa carrière pour se concentrer sur sa maternité. Les premiers mois, elle est dans l'hyper contrôle, ne laisse jamais sa fille à personne, elle veut que tout soit parfait et se perd dans ce tourbillon. Elle qui adorait travailler, qui adorait faire du sport, elle n'arrive plus à se reconnecter à celle qu'elle était et sombre dans la dépression post-partum.Heureusement Lou fait la rencontre d'une super sage-femme à la PMI qui va lui donner de précieux conseils. Petit à petit elle réussit à se reconnecter à elle grâce au sport et à la cuisine, nouvelle passion dont elle a fait son métier.Bonne écoute !---------------------------------------------Pour soutenir HelloMammas, il vous suffit de mettre cinq étoiles et un avis sur votre application podcast. Parlez-en aussi autour de vous !Rejoins la communauté sur Instagram : @hello.mammas Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

The Dividend Cafe
Tuesday - September 2, 2025

The Dividend Cafe

Play Episode Listen Later Sep 2, 2025 8:19


Market Performance, Tariffs, and Economic Indicators: A Post-Labor Day Analysis In this episode of Dividend Cafe, recorded on Tuesday, September 2nd, Brian Szytel reviews the market performance following Labor Day weekend. The DOW closed down 249 points, the S&P dropped by 0.7%, and the Nasdaq fell by 0.8%, with notable rotation from growth to value stocks. The episode discusses the current and future status of tariffs under the IEEPA and Section 301, as well as recent economic indicators such as ISM and PMI manufacturing numbers and construction spending data. Furthermore, Brian addresses the implications of the CHIPS Act and government stakes in private companies, highlighting concerns over government intervention in private enterprise. The episode concludes with observations on volatility and the performance of dollar-sensitive securities. 00:00 Welcome and Market Recap 01:02 Tariffs and Legal Battles 02:13 Economic Indicators and Manufacturing Data 03:25 Government Stake in Intel and CHIPS Act 05:47 Market Volatility and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Pomp Podcast
How Bitcoin Outpaces Stocks in the Next Decade | Jordi Visser

The Pomp Podcast

Play Episode Listen Later Aug 30, 2025 50:43


Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about the federal reserve, what is going to happen with artificial intelligence, future outlook for stock market, and why interest rate cuts will be so bullish for bitcoin.===================== Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It's officially the rise of the retail investor. On September 12th in NYC, I'm hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We're bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.