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In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed's policy stance, inflation risks, and what's really happening beneath the surface of the stock market. Jim explains why the headline numbers often mask the struggles of many companies, why the S&P 500 looks stretched while much of the market remains undervalued, and what investors should watch as we head into the fall.Weak GDP growth, jobs slowdown, and why the U.S. may avoid recession despite sluggish dataHow fiscal policy, tariffs, the dollar, and monetary policy are shaping growthWhy corporate profits outside the S&P 500 remain below trend despite large-cap strengthThe Fed's inflation obsession, the 2% target debate, and Jackson Hole policy shiftsJim's case that inflation fears are overblown, with supporting data on CPI, PPI, wages, and expectationsHistorical supports for bull markets (liquidity, interest rates, dollar, confidence) and why they've been missingDivergence between S&P 500 valuations vs. the rest of the marketStructural disconnect between small/mid-caps and large-cap earningsThe opportunity for market broadening if the Fed eases policyWhat Jim will be watching heading into year-end00:00 – Economic growth slowdown and risks of recession02:00 – Policy backdrop: fiscal, monetary, dollar, and tariffs07:00 – Why recession may still be avoided15:00 – Powell, Jackson Hole, and the Fed's inflation stance24:00 – Are inflation fears overblown?36:00 – Inflation surprise index and momentum37:00 – What supports bull markets (liquidity, rates, dollar, confidence)41:00 – Trendline analysis: S&P vs. broader market47:00 – Russell 2000 earnings vs. S&P 500 divergence52:00 – Corporate profits divergence and policy implications59:00 – What Jim is watching heading into year-end
Fed Chair Jerome Powell's Jackson Hole remarks sparked a Wall Street rally and renewed rate cut hopes, but Arthur Laffer remains cautious. He expects the August inflation numbers, including CPI and PPI, to have an outsized impact on the Fed's decision-making process. Laffer notes that while the short end of the yield curve has come down, the 10-year rate has ticked up, steepening the curve. He believes the Fed does not set the term structure and that long-term rates are driven by market expectations of inflation, not the Fed funds rate. He sees AI as a long-term driver of productivity growth and believes the S&P 500 can reach 6,600 this year and 7,000 next year.======== 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
On this episode of Vitality Radio, Jared explores why gallbladder removal has become one of the most common surgeries in America—and why it may not be the best solution. Too often, modern medicine treats the gallbladder as disposable, removing it without addressing the real root causes of bile problems, gallstones, or digestive distress. Jared breaks down what the gallbladder does, why it matters for digestion, nutrient absorption, and detoxification, and how stress, diet, and liver health all play a role in gallbladder function. You'll learn practical strategies to protect and support your gallbladder naturally, as well as tools for those already living without one. From lifestyle changes and mindful eating to supplements like digestive enzymes, ox bile, apple cider vinegar, bitters, and liver support nutrients, Jared highlights effective ways to restore balance to digestion and keep your bile flowing smoothly. Whether you still have your gallbladder or not, this episode will give you the insight and confidence to take better care of your digestive health.Products:Back on TractApple Cider VinegarWishgarden Badass BittersLiverVitalityOx BileTUDCAAdditional Information:#507: Comprehensive Digestive Support to Get Your Gut ‘Back On Tract'!#552: Grandma Was Right! The Many Benefits of Apple Cider Vinegar#266: Prescribing Poisons Part 2. Ibuprofen, PPI's, and Fluoroquinolone AntibioticsVisit the podcast website here: VitalityRadio.comYou can follow @vitalitynutritionbountiful and @vitalityradio on Instagram, or Vitality Radio and Vitality Nutrition on Facebook. Join us also in the Vitality Radio Podcast Listener Community on Facebook. Shop the products that Jared mentions at vitalitynutrition.com. Let us know your thoughts about this episode using the hashtag #vitalityradio and please rate and review us on Apple Podcasts. Thank you!Just a reminder that this podcast is for educational purposes only. The FDA has not evaluated the podcast. The information is not intended to diagnose, treat, cure, or prevent any disease. The advice given is not intended to replace the advice of your medical professional.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The EU folded and they made a deal with the US. The US has the advantage now. Trump admin is putting pressure on Fed Gov Cook to resign. Trump is positioning himself to have the majority in the Fed to vote for a rate cut. The tariffs will begin paying off the debt. Trump is now dismantling the 5th column. We are in the process of taking back the country from the evil tyrants. The [DS] might try a [FF] before the midterms. If they believe they don't have a chance in winning there is a possibility of an event. Trump and the patriot's are expecting this to happen and this is why the NG is being put into place to counter the riots and other events. Economy https://twitter.com/howardlutnick/status/1958484249406775348 This deal: Eliminates EU tariffs on all U.S. industrial goods, Creates historic access to the vast European markets for American farmers, fishermen and ranchers, Delivers $750B in European energy demand during President Trumps term And EU firms will invest an additional $600B in new investments in America The America First Trade Agenda has secured the most important trading partner creating a major win for American workers, U.S. industries, and our national security. Tariffs should be one of America's favorite words. See the full Joint Statement below (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1958486074885586971 only MFN tariffs on EU aircraft/parts, generics, chemical precursors, and scarce natural resources 4. EU to eliminate tariffs on all US industrial goods and grant preferential access for US seafood/agriculture Energy & Tech Purchases: 1. EU to buy $750B in US LNG, oil, and nuclear products 2. EU to purchase at least $40B in US AI chips Investment & Cooperation: 1. EU firms to invest $600B in US strategic sectors by 2028 2. Both sides to negotiate rules of origin to ensure benefits remain bilateral 3. Exploring cooperation on steel and aluminum market protections 4. Joint commitment to tackle digital trade barriers; EU pledges not to adopt network usage fees 5. Considering measures for secure supply chains, including tariff-rate quota solutions https://twitter.com/HedgieMarkets/status/1958245475704041673 the Fed is using inflation as a gauge for rate cuts, then rate cuts are nowhere near. Core CPI inflation is back above 3.0% and PPI inflation just jumped +0.9% MoM, its biggest jump in 3+ years. That said, the last Fed meeting happened BEFORE the last jobs report. Regardless, today's Fed Minutes were a major blow to the “Fed pivot” camp. Powell appears ready to hold rates steady if he feels it is necessary. The September jobs report will decide everything. https://twitter.com/pulte/status/1958281801023033751 Hypothetically, if she were to step down (or resign) from her position, the President would nominate a replacement to fill the vacancy for the remainder of her unexpired 14-year term. That nominee would then require confirmation by the U.S. Senate before taking office, as outlined in the Federal Reserve Act. This is the standard process for filling vacancies on the seven-member Federal Reserve Board. There are currently six members on the Federal Reserve Board of Governors,
In this episode of Money Moves, Matty A. and Ryan Breedwell break down the latest economic and market headlines—from inflation surprises to real estate slowdowns and the next wave of crypto opportunities.With CPI and PPI cooling, all eyes are on the Fed as markets anticipate rate cuts this fall. But will easing monetary policy be enough to keep equities climbing, or is the AI-driven tech rally showing cracks? The hosts also dive into why residential real estate is losing steam as an attractive investment and how today's housing affordability crunch is reshaping buyer and seller behavior.And of course, no Money Moves conversation would be complete without a look at crypto. With Bitcoin dominance still strong but Ethereum and Solana gaining ground, Matty and Ryan unpack where the smart money is flowing—and how investors can position themselves for the next cycle.Whether you're focused on stocks, real estate, or digital assets, this episode will help you cut through the noise and focus on the fundamentals that really matter for building wealth.What You'll Learn in This Episode:[00:00] Inflation cools—what falling CPI & PPI mean for markets[03:10] Why September rate cuts could set the tone for the year[06:20] Equities update: Is the AI-fueled rally losing momentum?[09:50] Why residential real estate is losing investment appeal[14:40] The discipline factor—why chasing hype kills long-term wealth[19:10] Crypto update: Bitcoin, Ethereum, and Solana trends[24:30] How election-year politics are shaping investor sentiment[29:15] Global macro risks investors can't ignore[33:00] The psychology of money—staying level-headed in volatile times[38:30] Final takeaways on wealth building that lastsResources & Mentions:Text NAPA to 844-447-1555 to apply for the Wise Investor Mastermind in NapaFree wealth-building resources: www.WiseInvestorVault.comGet a free financial X-ray: Text X-RAY to 844-447-1555Access Matty A's private investment opportunities: Text DEALS to 844-447-1555Final Thought: Markets evolve, bubbles form and burst, and narratives shift—but the path to wealth remains the same: discipline, diversification, and clarity of purpose.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555
Yesterday we had the pleasure of hosting Dr. Michael Crow, President of Arizona State University. On Monday, we spent the day in Phoenix with Dr. Crow and his team, learning how ASU has been rethinking and reshaping the traditional university model to better reflect today's fast-paced, high-tech world. The changes we saw are significant. Michael and his team are bringing innovation and disruption to a space long associated with tradition and stability. We loved the day and were delighted to have Dr. Crow join us for COBT.Before joining ASU as President in 2002, Dr. Crow served as Executive Vice Provost at Columbia University. His book Designing the New American University (2015) outlines the philosophical ideas he shared with us. At Veriten, we think of ourselves as an energy “knowledge platform,” so it was inspiring to talk with Dr. Crow about how to redesign the world's “knowledge machines”— our universities. As you'll hear in the discussion, ASU today is the nation's largest university, with nearly 180,000 students enrolled across itheir in-person and virtual platforms.Our conversation covered a wide range of issues, opportunities, and new ideas shaping higher education. Since 2002, Dr. Crow and his team have worked to transform ASU's culture and philosophical approach, putting student learning and advancement back at the center of everything. We discuss how technology adoption has played a role, how Arizona shaped the outcome, how ASU expanded beyond state borders, and how the university's unique approach to funding has enabled growth. Most importantly, you'll hear how ASU embraces a customer-centric, partnership-driven mindset that is pushing both direction and outcomes. Many institutions talk about changing the world—at ASU, they are attempting to do so at scale. Through new teaching technologies and methods, they are exporting their approach to other universities as well. In a time when elite institutions are often criticized for stagnation, Dr. Crow's vision is a refreshing reminder of the art of the possible.Turning to markets: Mike Bradley began by noting that the 10-year bond yield (4.3%) remains in a very narrow trading range. Even with last week's hotter-than-expected PPI report, markets still overwhelmingly expect the Fed to cut rates by 25 basis points at the September 17th FOMC meeting. He also highlighted that markets will be laser-focused on Chairman Powell's Jackson Hole speech this Friday, a venue often used for key policy announcements on inflation and employment—so expect some volatility later this week and into next. On equities, Mike noted that the S&P 500 hit another all-time high last week but is pulling back this week on a modest (2–3%) decline in the Tech sector. NVIDIA and a few large retailers are the last S&P names left to report Q2 results; after that, markets will likely be more driven by global events than earnings. On crude oil, WTI continues to drift lower (~$62.50/bbl) amid hopes of a Russia–Ukraine peace deal. Finally, Mike highlighted the all-stock merger between Black Hills Corp and Northwestern Energy Group, creating a $15+ billion regulated electric and natural gas utility. We hope you find today's discussion as insightful and engaging as we did. Our best to you all!
If you believe the CPI, inflation is at least close to being under control. But the PPI tells a different story. So, what's up with inflation? In this episode of the Midweek Memo Podcast, host Mike Maharrey breaks down the inflation data. He explains why tariffs couldn't be the sole factor driving the recent spike in producer prices and reveals the real culprit. It's government doing what government has done throughout history - devaluing your money. So, what can you do about it?
In this episode of the BE SMART podcast, Jared and Cameron discuss various market trends and economic indicators, including the implications of the latest PPI report, the potential for stagflation, and the current state of market valuations compared to the dot-com bubble. They also explore the concentration of tech stocks in the S&P 500, the opportunities in small-cap investments, and the future demand for silver in the context of solar energy and AI.
The headlines on the Wall Street Journal have been marvelling at the lack of inflationary pressure as a result of tariffs. The latest CPI announcement had the annualized rate at 2.7% against the backdrop of a weakening labor market. This is converging on the Fed's 2% target for inflation. We are looking at inflation because the Fed's interest rate policy is linked to balancing both price stability and maximizing employment. If inflation is too high, they raise rates in order to suppress demand. If unemployment is too high they lower rates to stimulate investment. Of course we know it is not just the rates which affect the economy, it's access to credit which is infinitely more important. We know that tariffs have been making headlines for most of this year. Tariffs have been in effect on a wide range of goods for many countries since April 1. There have been several delays to the implementation of tariffs which were designed to incentivize new trade deals with the US. Some of these have concluded and others like Canada and China are still in process. Last Friday the Producer Price Index was published and it showed that prices increase 0.9% for the month of July. That's a huge jump in a month. Is this all the result of tariffs? No. The services component of the PPI rose 1.1% and the goods component rose 0.7%. Tariffs are not the whole story. When I consider that companies need to maintain profitability, there are several ways they can do this. For example, retailers might hold the line on prices for goods that have tariffs attached to them. But I think the cost pressure from tariffs and the incentive to bring manufacturing to the US will have two effects.Any new manufacturing in the US will take time to implement. In the meantime, companies will have to find other ways to cut costs. If and when they do eventually bring new manufacturing to the US, it will be very highly automated to minimize the impact of higher wages in the US. With the advent of AI, manufacturers will be looking for ways to eliminate other positions in the company and reduce headcount to improve operating margins. The drive to save costs will accelerate the adoption of AI in companies and speed up the elimination of jobs. Strangely, this will have the opposite effect that the White House is hoping for. So if inflation ticks up as a result of tariffs, can the Fed do anything about it? The answer is a resounding NO. Raising interest rates won't make the tariffs go away. Increasing costs for businesses won't cause demand to fall enough to suppress prices. So the Fed would be rendered completely impotent to bring price stability from an artificial imposition of tariffs causing prices to increase. You see these economic models assume normal economic behaviour. But if the model doesn't explain the real situation on the ground, then at a certain point you have to abandon the computer simulation and look out the window to see what's happening.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
This week we are paid a visit by the "PI" brothers—CPI and PPI—who give us the latest on inflation. We also present the latest on consumer spending, Fed rate cuts, and celebrate Social Security's 90th birthday. Filmed at Brown Harris Stevens' Studio 1873, Part of the Mastery of Real Estate (MORE) Network. Subscribe: https://podcasts.apple.com/us/podcast/crossing-the-line/id1715709313 Watch: https://www.youtube.com/playlist?list=PL7_x00Dbn3OSwzBAeflzGNqX3GrWvOMdJ Connect with Greg Heym: https://www.bhsusa.com/about-gregory-heym Market Report Data: https://www.bhsusa.com/market-reports Submit your "Crossing the Line" questions: CTL@bhsusa.com Connect with Scott Nadler of CrossCountry Mortgage: https://crosscountrymortgage.com/brooklyn-ny-5601/scott-nadler/ Connect with Shar Sedgh of Sedgh & Zuckerman PLLC: shar@sznylaw.com Learn More About The Everset: https://theeverset.com/ Brown Harris Stevens is one of the largest privately owned real estate brokerages in the country, with more than 40 offices across four states: New York, New Jersey, Connecticut, and Florida. https://bhsusa.com/ #crossingtheline #economy #realestate #theline #gregheym #mortgagerates #brownharrisstevens #crosscountrymortgage #mortgage
Peter Schiff examines the surprising PPI surge, critiques economic data, and addresses the implications for inflation and the Fed's policies.This episode is sponsored by NetSuite. This episode is sponsored by NetSuite. Download the free “CFO's Guide to AI and Machine Learning” at https://netsuite.com/goldIn this episode of The Peter Schiff Show, Peter Schiff dives into the latest economic data, revealing how a surprising PPI surge has dashed hopes for a September rate cut. He critiques the government's misleading job numbers and discusses the implications of a growing budget deficit on the economy. Schiff also highlights the troubling trend of inflation, emphasizing the Fed's failure to act appropriately amidst worsening economic indicators. With insights on the gold and silver markets, he underscores the importance of understanding the true state of the economy, challenging the narratives promoted by politicians and the mainstream media. This episode is essential for anyone looking to grasp the reality of today's financial landscape through Schiff's candid analysis.
Derek Moore reviews the relative valuation between MSTR MicroStrategy and the Bitcoin ETF IBIT, plus deconstructing the recent PPI report which may not be the inflation problem many people initially thought. The VIX Index has seasonal patterns, and we are going into the season for increased historical VIX levels, but will history repeat itself? What about corporate buybacks seasonality and what it means for the stock market over the next two months. Derek also reviews how railroad stocks were once a way bigger percentage of the US stock market than the top stocks in the index are today. It might surprise you just how much higher! Shipping container rates, mentions of stagflation, and some critiques of the Fed's data dependence. US Corporate Buybacks at Records Buyback seasonality Seasonality of VIX Index prices Mentions of Stagflation PPI vs CPI numbers Comparing CPI month over month (MoM%) when the Fed last cut vs now Tariffs are not showing up yet in the inflation data Import Prices down -0.2% month over month US Export prices 2.2% month over month Spot shipping container rates WCI Shanghai to Los Angeles Container Freight Benchmark Index Mentioned in this Episode Trade PPI explanation from Richmond Fed https://www.richmondfed.org/research/national_economy/macro_minute/2023/mm_09_05_23 Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Charles Schwab's Collin Martin sets the foundation for what he's expecting to see from Jerome Powell and the Fed at Jackson Hole. He talks about the potential for the FOMC to update its expectations on the dual mandate and setting a framework for the rest of the year. Liz Ann Sonders turns to the inflation front and what investors should pay attention to as markets continue to digest last week's CPI and PPI data. On last week's market performance, Liz Ann points out rotations leading to a "mixed bag" on what was ultimately a winning 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
Peter Baden sees “real pressure building up in the system” for tariffs, as evidenced by recent economic data like the PPI. “People are expecting higher prices,” he says, and thinks it will be psychologically easier for companies to raise prices and keep boosting inflation. He discusses what a Fed rate cut could do in this picture. Peter is a proponent of investing in fixed income.======== 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
On today's Sharper Point Commentary, Jim Sharpe talks about the CPI and PPI numbers impact. The reports released weren't what was expected, Sharpe says its to early to tell if the economy is heading in a positive directions.
En este episodio de El Brieff analizamos el giro de Donald Trump al respaldar un plan de paz para Ucrania con cesiones territoriales y la respuesta de Europa antes de la reunión de Zelensky en la Casa Blanca. Revisamos la ampliación del Tren Maya hacia Guatemala y Belice, el despliegue de 4,000 marines en el Caribe, los datos económicos de China, el estancamiento del tratado global contra plásticos y el acuerdo de BlackRock con Aramco. También cubrimos novedades en IA, viajes y regulación: el revés de DeepSeek, el caso Siemens Gamesa, el “Modo picante” de Grok, la nueva búsqueda de vuelos de Google, Corea del Sur y la inflación PPI.Este episodio es presentado por STRTGY. Implementa IA con resultados: diagnóstico estratégico, implementación ágil y medición de KPIs para lograr impacto desde el primer trimestre. Convierte pilotos sueltos en valor real para tu negocio. Agenda una consulta y conoce casos de éxito: visita su página web.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@brieffy.com Hosted on Acast. See acast.com/privacy for more information.
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 about the idea of US buying more bitcoin, what's going on with the CPI & PPI, the idea of revaluing gold, how AI is accelerating everything, and how to evaluate your portfolio. ===================== 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.
Let's talk about Trump, the PPI surge, and what it means....
On this week's Weekly Rollup, ETH flirts with ATH while BTC tags a new one, PPI spooks then fades? Ryan and david dig into a $1B ETH ETF day, Tom Lee's 1M ETH treasury, and the ETH/BTC setup. Also, Stripe and Circle launch L1s, Coinbase routes Aerodrome in-app, Uniswap's Wyoming DUNA and fee switch path, Monero's 51% attack, plus quick hits on Do Kwon and bank pushback on the Genius Act. ---
Host Jennifer Sanasie breaks down the latest news in the crypto industry as bitcoin's recent rally has come to a stall. And, what to expect from the Trump/Putin meeting?Bitcoin's recent rally has come to a stall after hotter-than-expected PPI inflation data and Treasury Secretary Scott Bessent's flip-flop on the U.S. government's BTC purchases. With tension rising from the upcoming meeting between Trump and Putin, what's next for bitcoin and risk assets? CoinDesk's Jennifer Sanasie hosts “CoinDesk Daily.”-Midnight is introducing a novel approach to token distribution. The Midnight Glacier Drop is a multi-phase distribution of the NIGHT token, aimed at empowering a broad, diverse community to build the future of the Midnight network. Holders of ADA, BTC, ETH, SOL, XRP, BNB, AVAX and BAT are eligible to participate in the first phase.Help usher in the next generation of blockchain with rational privacy and cooperative tokenomics on the Midnight network. To learn more, visit midnight.gd and prepare for the Midnight Glacier Drop.-This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The U.S. government may take a stake in Intel, according to Bloomberg and Wall Street Journal reports. CNBC's Eamon Javers covers the story, the precedent, and the potential impact on the American system. Alongside Joe Kernen and Andrew Ross Sorkin, CNBC's Steve Liesman and Rick Santelli unpack the latest economic inflation data on retail and import sales, including what they tell us about who's bearing the brunt of tariff costs. Chicago Fed President Austan Goolsbee helps interpret today's numbers and the recent CPI and PPI reports; he's flagging a note of unease in the economic picture the data paint. Plus, President Trump and President Vladimir Putin are meeting today in Anchorage, Alaska. Javers - 08:15Liesman - 22:16Santelli - 26:23Goolsbee - 27:38 In this episode:Austan Goolsbee, @Austan_GoolsbeeEamon Javers, @EamonJaversRick Santelli, @RickSantelliSteve Liesman, @steveliesmanJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
It was a week headlined by crucial inflation data. The Inside Economics crew is joined by colleague Matt Colyar to dig into July's consumer price index. July's CPI was unsurprising, but that doesn't mean it was good. The group discusses why markets might have been too cheery about it and what they think inflation looks like in the coming months (see July's producer price index). Finally, some loquacious responses to a handful of listener questions. Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
Michael Reinking, Senior Market Strategist for the NYSE, details the latest trends and developments in global markets. He discusses markets rebounding ahead of key inflation data and a 90-day U.S.-China tariff extension, with Nvidia and AMD agreeing to unprecedented export fees. He details how a mixed CPI report lifted equities before hotter PPI data—driven by services inflation—halted the rally. He notes that mega-cap tech strength is masking broader market weakness, while a September Fed rate cut still appears likely. He points to Powell's upcoming Jackson Hole speech, retail earnings, and geopolitical events as the next key catalysts.
We were honored this week to welcome Senator Kay Bailey Hutchison and Jack Balagia for a Special Edition COBT. Senator Hutchison is a Founding Member of the KBH Energy Center at the University of Texas, with a distinguished career spanning both public and private sectors, from bank executive to U.S. Senator to most recently U.S. Ambassador to NATO. Jack served as Vice President and General Counsel of ExxonMobil for nearly two decades before joining the University of Texas School of Law faculty. He was appointed as Executive Director of the KBH Energy Center in 2024. We were thrilled to visit with Senator Hutchison and Jack about the KBH Energy Center's upcoming Symposium in September and also hear their unique perspectives ahead of Friday's significant meeting between President Trump and President Putin. This year's KBH Energy Center Symposium will focus on the future of energy innovation, investment, and security (agenda details linked here). Taking place Friday, September 12 in Austin, the program will cover global energy outlooks, the growing role of nuclear and AI, energy's ties to national security, data infrastructure demands, capital markets, and media coverage. In our conversation, we explore the geopolitical backdrop of the upcoming Trump-Putin meeting in Alaska, the hope for a Ukraine ceasefire, and the implications for future negotiations involving President Zelensky and the EU. We discuss shifts in President Trump's stance on Putin since the start of his second term, as well as the Symposium's keynote from ExxonMobil CEO Darren Woods, the event's audience profile and impact, and other notable speakers including Goldman Sachs Vice Chairman Rob Kaplan and investor Jim Breyer. We touch on the uniqueness of the Energy Studies Minor Program at the University of Texas (details linked here), the Center's collaboration with more than 30 energy-affiliated organizations on campus, NATO unity under Trump, changing European attitudes on defense burden-sharing with the U.S., and European relief at U.S. military action to deter Iran nuclear weapon capability. Senator Hutchison shares her perspective on how Putin may have overplayed his hand by not striking an early deal with Trump, the potential for stronger measures against Russia, prospects for negotiation, potential outcomes from the Alaska meeting, the symbolism of its location, and more. As you'll hear, the Symposium is nearing capacity but there is still room to attend. Registration details can be found linked here. We are excited about this year's gathering and greatly appreciate Senator Hutchison and Jack for joining us. To start the show, Mike Bradley noted that bond and equity markets were focused on the July PPI report, hoping it would match Tuesday's in-line CPI print and reinforce expectations for an interest rate cut at the September 17th FOMC Meeting. Markets were looking for a PPI print of 0.2%, but instead it came in at 0.9%, the highest monthly reading since July 2022, which pushed the ten-year bond yield up by 5bps (~4.28%). This PPI increase was the first sign since tariffs were implemented that companies were passing through tariff increases and this large PPI print temporarily reduced the odds for a September interest rate cut (especially a 50bp cut) and also looks to have created a short-term headwind for equity markets. On the crude oil market front, WTI price has been drifting lower for the past two weeks, mostly due to global oil supply surplus concerns, which were reinforced this week by bearish 2026 oil macro r
This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we're ripe for a 10–15% correction. We also unpack Trump's political strategy toward Powell, Brent's dollar milkshake theory, and AI's long-term impact on productivity, inflation, and the next generation. Enjoy! — Follow Brent: https://x.com/SantiagoAuFund Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1HpY5-OGzqa3t0tVz1a-2RnUXCI6BbZU5/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (04:28) Inflation Heating Up? (07:45) Brent's Macro Outlook (12:08) VanEck Ad (12:53) Should the Fed Cut? (16:01) Time for a Correction? (28:58) VanEck Ad (29:38) Dampening of Animal Spirits (33:29) Going Full Ponzi? (37:15) The Imperial Circle (41:31) Is the Dollar Milkshake Still Intact? (48:45) Gold & Gold Miners (51:13) Bifurcated Economy (55:29) AI Boom Bearing Fruit? (58:41) What Does Trump Really Want? (01:01:20) The Younger Generation Is Screwed (01:04:12) Stablecoins & the US Empire (01:07:06) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
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 go through some numbers for borrowers to consider. Plus, Robbie sits down with Total Expert's Joe Welu for a discussion on how the company is leveraging its new Agentic AI Sales Assistant to transform loan officer productivity, strengthen customer relationships, and drive mortgage volume, while examining the evolving opportunities and risks AI presents to lenders in 2025 and beyond. And we close by going through the reaction to the latest PPI figures.ICE has and continues to transform the housing finance and homeownership experience. By seamlessly integrating best-in-class solutions, ICE optimizes every stage of the loan life cycle. As the standard for innovation, artificial intelligence, efficiency and scalability, ICE is the technology of choice for the majority of industry participants, defining the future of homeownership.
We begin this week by looking at inflation indicators like CPI, PPI, and tariffs. We also examine the impact of AI on employment, stagnation in the housing market, shifting consumer behaviors, and migration-altering taxation, and explore how these factors intertwine and influence the broader economic landscape. Key Takeaways [00:16] - Inflation Insights: CPI, PPI, Tariffs, and AI [06:48] - History doesn't repeat, but it rhymes [13:29] - Alcohol, nicotine, and subsidy-reliant industries [19:04] - American housing/job mobility is stalling [22:33] - Taxation trends and their effects on migration View Transcript Links Roche: Tariffs can't be a dominant factor in the inflation debate, yet Goodbye, $165K Tech Jobs. Student Coders Seek Work at Chipotle U.S. Drinking Rate at New Low as Alcohol Concerns Surge The Financing Tool That Made Orsted a Wind Powerhouse Also Broke It Nobody's Buying Homes, Nobody's Switching Jobs—and America's Mobility Is Stalling Blue States Hunt for Ways to Wring More Taxes From the Wealthy Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets. CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered. Please like/share/subscribe as it helps us a lot to get the word out
While retail sales ticked upward, Cooper Howard with Charles Schwab notes that consumer sentiment ticked down. He suggests the numbers show another divergence between hard and soft data, especially after Thursday's PPI print came in hotter than expected. Michelle Gibley talks about the international front with President Trump's anticipated A.I. chip tariffs between 200% to 300%. She talks about the potential impact of those tariffs and how the ones already instituted will begin to show inflationary impacts on the economy.======== 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
Thursday's PPI report came in well above expectations, reigniting U.S. inflation concerns. Kevin Green discusses what could push the S&P 500 to fresh highs, with 6,600 as the next key technical level after today's August monthly options expirations. President Trump is set to meet Russian President Putin on Friday in Alaska, and crude oil markets appear to be pricing in a potential deal. On the earnings front, Applied Materials (AMAT) is under pressure in premarket trading after issuing disappointing guidance.======== 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
Any reaction is an over reaction - that's what today's episode is all about. If you want to see any of the articles or charts mentioned - they are IN THE NEWSLETTER. It's FREE - you can even read it without signing up. https://dailystockpick.substack.com/I think this is a great all around episode for new and seasoned investors or traders. Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
Is your CRM really driving revenue growth, or just storing notes no one reads?In this episode of Around the Horn in Wholesale Distribution, hosts Kevin Brown and Tom Burton pull back the curtain on how AI-enabled customer intelligence platforms like LeadSmart Channel Cloud™ are transforming sales enablement, workflow automation, and decision-making in distribution. You'll hear fresh economic insights, a candid look at tariff strategy, and why agentic AI workflows could be the future of competitive advantage in B2B.What You'll Learn:Why redefining “CRM” as a Customer Enablement Tool changes adoption rates and sales resultsHow to prepare your organization for agentic AI workflows by codifying your processesThe economic signals driving the Fed's next move and what that means for distributorsHow tariff extensions create hidden opportunities for future-proofing distribution supply chainsWhy AI policies are as important as HR policies in protecting your businessEpisode Highlights:04:15 – Why Kevin thinks it's time to rebrand CRM for the modern salesforce13:35 – Breaking down the PPI spike and its tariff-driven impact on inflation22:48 – The overlooked advantage of the U.S.–China tariff extension for supply chain planning33:12 – Agentic AI workflows: what they are and how B2B can catch up to B2C44:50 – Build vs. buy: deciding between low-code prototypes and industry-specific platforms55:19 – The silent AI adoption wave—why 40% of employees use banned tools at work01:04:38 – Balancing innovation with risk in AI implementation01:21:05 – Closing reflections and calls-to-action for distributorsTools, Frameworks, or Strategies Mentioned:LeadSmart Channel Cloud™ – AI-enabled CRM + customer intelligence platform for distributorsHidden Revenue Detection – uncovering untapped sales opportunities in ERP and eCommerce dataCustomer Enablement Tool (CET) – reframing CRM as a proactive sales assetAgentic AI Workflows – autonomous, decision-making processes powered by AIFuture-Proofing Distribution – strategies for mitigating supply chain and economic risksClosing Insight:“Data and workflows are the key readiness factors for adopting AI, you can't automate what you haven't defined.” – Tom BurtonLeave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.
Yields spiking as markets digested this morning's hot inflation data. How our traders are navigating the market's reaction, and what the PPI report means for the Federal Reserve's next rate move. Plus Trade Desk shares taking another big blow on reports that Walmart is changing up its advertising strategy. What it means for the company's business, and what one analyst sees in store for the ad space.Fast Money Disclaimer
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On a prior podcast we talked with Todd Semla and Mike Steinman about the update to the AGS Beers Criteria of potentially inappropriate medications in older adults (Todd and Mike co-chair the AGS Beers Criteria Panel). One of the questions that came up was - well if we should probably think twice or avoid that medication, what should we do instead? Today we talk with Todd and Mike about their new recommendations of alternative treatments to the AGS Beers Criteria, published recently in JAGS, and also presented at the 2025 AGS conference in Chicago (and available on demand online). We had a lot of fun at the start of the podcast talking about the appropriate analogy for how clinicians should use the AGS Beers Criteria. In our last podcast, the analogy was a stop sign. You should come to a stop before you prescribe or refill a medication on the Beers list, look around at alternatives, and consider how to proceed. You might in the end decide to proceed, as there are certainly situations in which it does make sense to start or continue a medication on the Beers list. Today's analogy had somewhat higher stakes, involving a driver, a pothole in the road, and a cyclist on the side who you'd hit if you swerved. Really upping the anti!!! The podcast is framed around a case Eric crafted of a patient with most of the medications and conditions on the Beers list. We used this as a springboard to discuss the following issues (with links to prior GeriPal podcasts): Insomnia (Doxepin is an alternative, trazodone and melatonin are not?!?) Diabetes management PPI for GERD Treatments for pain, including NSAIDS, COX2, and gabapentinoids Cannabis Deprescribing,org - terrific Canadian website (no tariff to use) And I hope that the prescribing landscape is indeed getting better (thanks to Kai on guitar)! -Alex Smith
- block releases proto mining open source and modular mining rig https://proto.xyz - treasury secretary scott bessent says SBR is around 125k btc, does not intend to buy more, will focus on confiscation https://x.com/TFTC21/status/1956013601741005172 - US Producer Prices Rise by Most in Three Years on Services https://archive.is/xzohV - Polymarket: Fed decision in September? https://polymarket.com/event/fed-decision-in-september - Bolivia | Banks Limit Withdrawals as Digital Asset Usage and Inflation Climb In Bolivia, where annual inflation has reached 25% and banks have been limiting withdrawal of US dollars to $100 a week, Bloomberg reports that Bolivians are turning to Bitcoin and digital assets as alternatives to the boliviano. “I'm not the only one using Bitcoin,” Christopher Salas, a coffee vendor in La Paz, said. “There's a barbershop over there and a gym that also accepts satoshis.” For Salas, Bitcoin is both a hedge and a protest: “a way to preserve the value of my savings, but also a way to go against the system, against bureaucracy.” Bolivia's hybrid authoritarian regime lifted a decade-long ban on digital assets in 2024. Since then, the volume of digital asset payments has grown more than fivefold to nearly $300 million in the first half of 2025. The University of San Andres allegedly pays its international faculty in Bitcoin. Carlos Neira, co-founder of Colombian wallet provider Meru, reports a staggering 6,600% increase in Bolivian users since the ban was lifted. FinancialFreedomReport.org - Founder of SimpleX on why he is not implementing MLS https://www.poberezkin.com/posts/2025-08-12-mls-the-naked-king-of-end-to-end-encryption.html - Signal boss: ‘disturbing' laws show the UK doesn't understand tech https://archive.is/BtZD0 - Location tracking based on photos https://archive.is/YjaYy + https://x.com/heinenbros/status/1941943605343785219 - American Hodl vlogs on nostr https://primal.net/e/nevent1qqs9gs5rrya4f3zql67yzemwmkehm96d7cxwakypjelp4xayqa36a2ctlx4zp 0:00 - Intro 2:35 - Block Rig 14:46 - Monero attacks 23:24 - Bessent's stealing your coins 27:29 - PPI 32:50 - Polymarket fed decision 36:53 - HRF Story of the Week 52:09 - Poberezkin MLS blog 56:14 - Ark mainnet 1:00:40 - Signal boss calls out UK 1:01:57 - AI Surveillance 1:06:46 - HODL v-logging on Nostr 1:10:46 - Boosts 1:17:11 - Stoneridge Shoutout to our sponsors: Coinkite https://coinkite.com/ Bitkey https://bitkey.world/ Stakwork https://stakwork.ai/ Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/
Andrew, Ben, and Tom discuss this morning's PPI data and various earnings. Song: I'm in a Hurry (And Don't Know Why) - AlabamaFor 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
Discord Channel: https://discord.gg/pqKsMKp6SA What's on the Agenda:
Kristina Partsinevelos opens with the market theme before Rick Santelli breaks down bond market reaction to the latest PPI. Steve Liesman explains what drove the number. Former Fed Governor Frederic Mishkin shares insight on the economy and the Fed's next steps.Earnings focus turns to Applied Materials, while our Leslie Picker covers 13F filings. Bob Elliott of Unlimited and Kristina Hooper of Man Group weigh in on market direction, and Chris Retzler of Needham highlights a big week for small caps. Angelica Peebles reports on Eli Lilly raising Mounjaro prices in Europe in response to Trump's pressure.
Will the Federal Reserve blink and cut rates now? Lance Roberts & Michael Lebowitz break down the latest inflation data, economic trends, and market signals that could force the Fed's hand and what it means for your portfolio. Lance previews today's PPI report, which could reveal tariff inflation producers are having to pay. More importantly will be any trend PPI numbers reveal. Markets continue to touch all time highs amid fundamental weaknesses. Following Wednesday's CPI number, is the Fed going to be forced to lower rates? Lance and Michael discuss pro's & con's and the "Sneaky" Inflation index; why PPI is a more accurate gauge of tariff inflation. Markets have already pried-in the next rate cut. Forward earnings expectations are very elevated...and deviated from economic realities. Michael Reviews the "UPS Barometer" of activity; only ten companies are driving market gains presently; the S&P 490 are struggling. What if Nvidia stumbles in next report? (This is NOT the end of the AI cycle.) Markets over-estimate growth; are rotating sectors more rapidly; how long will the rotations stick? Fundamentals matter more to small- and mid-cap companies, more susceptible to economic changes. WHat will the Fed be thinking following PPI, PCE, & Nvidia report next week? SEG-1a: PPI & Retail Sales Preview - Will Tariff Inflation Appear? SEG-1b: Sector Rotation Beginning to Appear SEG-2a: What Are the Odds of a 50 vs 25 Rate Cut? SEG-2b: The Shoe Price Index & "Sneaky" Inflation SEG-2c: Why PPI Data is Important Tell of Tariff Inflation SEG-2d: What Would Market Response Be to 1/2-pt. cut? SEG-2e: Earnings Growth is Being Driven By Only Ten Companies SEG-2f: What If Nvidia Stumbles? SEG-2g: Markets Are Richly Priced on a Narrative SEG-2h: How Long Will This Rotation Stick? SEG-2i: The Fundamental Realities of Small- & Mid-Caps SEG-2j: The SimpleVisor Thematic Portfolio Tools SEG-2k: Wait to Gauge the Fed Post-PPI, PCE, & Nvidia Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=D1vTkvEIUxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "The Index Isn't Always Accurate: Factors Influencing Yields" https://realinvestmentadvice.com/resources/blog/the-index-isnt-always-accurate-factors-influencing-yields/ "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Breadth Expands," is here: https://www.youtube.com/watch?v=2gfnyTW59w8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Portfolio Concentration: Hidden Risks That Can Sink Your Returns," https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBreadth #MarketRally #MarketWeakness #AllTimeHighs #SectorRotation #FederalReserve #RateCut #InterestRates #USEconomy #StockMarketNews #InvestingAdvice #Money #Investing
Will the Federal Reserve blink and cut rates now? Lance Roberts & Michael Lebowitz break down the latest inflation data, economic trends, and market signals that could force the Fed's hand and what it means for your portfolio. Lance previews today's PPI report, which could reveal tariff inflation producers are having to pay. More importantly will be any trend PPI numbers reveal. Markets continue to touch all time highs amid fundamental weaknesses. Following Wednesday's CPI number, is the Fed going to be forced to lower rates? Lance and Michael discuss pro's & con's and the "Sneaky" Inflation index; why PPI is a more accurate gauge of tariff inflation. Markets have already pried-in the next rate cut. Forward earnings expectations are very elevated...and deviated from economic realities. Michael Reviews the "UPS Barometer" of activity; only ten companies are driving market gains presently; the S&P 490 are struggling. What if Nvidia stumbles in next report? (This is NOT the end of the AI cycle.) Markets over-estimate growth; are rotating sectors more rapidly; how long will the rotations stick? Fundamentals matter more to small- and mid-cap companies, more susceptible to economic changes. WHat will the Fed be thinking following PPI, PCE, & Nvidia report next week? SEG-1a: PPI & Retail Sales Preview - Will Tariff Inflation Appear? SEG-1b: Sector Rotation Beginning to Appear SEG-2a: What Are the Odds of a 50 vs 25 Rate Cut? SEG-2b: The Shoe Price Index & "Sneaky" Inflation SEG-2c: Why PPI Data is Important Tell of Tariff Inflation SEG-2d: What Would Market Response Be to 1/2-pt. cut? SEG-2e: Earnings Growth is Being Driven By Only Ten Companies SEG-2f: What If Nvidia Stumbles? SEG-2g: Markets Are Richly Priced on a Narrative SEG-2h: How Long Will This Rotation Stick? SEG-2i: The Fundamental Realities of Small- & Mid-Caps SEG-2j: The SimpleVisor Thematic Portfolio Tools SEG-2k: Wait to Gauge the Fed Post-PPI, PCE, & Nvidia Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=D1vTkvEIUxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "The Index Isn't Always Accurate: Factors Influencing Yields" https://realinvestmentadvice.com/resources/blog/the-index-isnt-always-accurate-factors-influencing-yields/ "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Breadth Expands," is here: https://www.youtube.com/watch?v=2gfnyTW59w8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Portfolio Concentration: Hidden Risks That Can Sink Your Returns," https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBreadth #MarketRally #MarketWeakness #AllTimeHighs #SectorRotation #FederalReserve #RateCut #InterestRates #USEconomy #StockMarketNews #InvestingAdvice #Money #Investing
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 go through some numbers for borrowers to consider. Plus, Robbie sits down with Regal Point Capital's Vijay Marolia for a discussion on understanding how blockchain technology is seeping its way into mortgage transactions and how to prepare for the shift to a more digital landscape. And we close by going through the reaction to the latest PPI figures.ICE has and continues to transform the housing finance and homeownership experience. By seamlessly integrating best-in-class solutions, ICE optimizes every stage of the loan life cycle. As the standard for innovation, artificial intelligence, efficiency and scalability, ICE is the technology of choice for the majority of industry participants, defining the future of homeownership.
US equities were little changed in Thursday trading. A very quiet session as stocks were fairly rangebound, didn't do much despite much hotter than expected July PPI. Data sparked pullback in market pricing around 50 bp September cut, though still pricing in 90%+ chance of a 25 bp cut, while economists noted hotter PPI likely to have limited spillover effect for PCE.
S&P Futures are slightly lower this morning. This morning there are two important economic data points set for release, The PPI report and Weekly Jobless Claims. Treasury Secretary Scott Bessent indicated that that there was a good changes that the Fed will lower rates by 50 basis points at their meeting next month. While a 50 basis point cut is possible, it would likely need another weak Non Farms payrolls report. President Trump signed an Executive Order to accelerate rocket launches to encourage space travel. President Trump is scheduled to speak today at 1:00 pm. In earnings news JD, BIRK & VIPS are higher after releases, CSCO, DE, NICE & TPR are lower. After the bell today, AMAT, SNDK & STRZ are expected to report.
@CharlesSchwab's Kevin Gordon calls Thursday's labor data relatively benign, though PPI tells a different story. He talks about what investors need to keep an eye on as the inflation picture gets murkier. For one, Kevin notes the potential of additional pricing pressure in upcoming earnings. He adds that the SPX itself remains heavily reliant on the Mag 7, pointing to importance in market breadth from the other 493 companies.======== 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
China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - China Style Capitalism - CHINUS Capitalism - Some Fed speakers talking 2 cuts now - Fresh set of IPOs entering the market - A NEW Closest to The Pin - AND a couple of listener limericks Markets - New Highs and Crypto looks to breakout - Apple best week since 2020 - Alts coming to your 401k - Gold - no longer to be tariff'd - NVDA chips - not safe? Fed Speakers - Some talking 3 rate cuts... End of year? - CPI and PPI this week so we shall see -- Seems like kiss ass tactcs to keep job or get promoted New America Way of Business? - CHINUS - Nvidia and Advanced Micro Devices have agreed to give the U.S. government a share of revenues from certain chips sold in China, the Financial Times reported, in an unprecedented arrangement with the White House. - In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the FT. - The arrangement comes as President Donald Trump's tariffs continue to reverberate through the global economy, underscoring the White House's willingness to carve out exceptions as a bargaining tool. (Who is this bargaining with????) Perplexing - Perplexity offered to purchase Google's (GOOG) Chrome for $34.5 billion, according to WSJ - Google doesn't break out Chrome-specific revenue, analysts estimate its indirect contribution to ad revenue is tens of billions annually. Losing Chrome would weaken Google's ability to control defaults and gather behavioral data, which are critical for ad targeting - Analysts suggest Chrome could be worth $50 billion or more if Google were forced to sell, given its user base and strategic importance - IPOs - The U.S. IPO market has surged in 2025, with over 210 listings so far—up 84% from last year. Notable performers include: - Figma, Inc. – IPO at $33, now trading at $78.11 (+136.70%) - Ambiq Micro, Inc. – IPO at $24, now $39.47 (+64.46%) - inkhome Holdings Inc. – IPO at $4, now $7.50 (+87.50%) - Rich Sparkle Holdings Limited – IPO at $4, now $35.09 (+777.25%) - Masonglory Limited – IPO at $4, now $12.00 (+200.00%) - Firefly Aerospace Inc. – IPO at $45, now $50.17 (+11.49%) - HeartFlow, Inc. – IPO at $19, now $28.75 (+51.32%) JOBS Report FIX - BLS Commissioner nominee E.J. Antoni suggested that monthly jobs report could be paused to fix methodology, according to Fox Business interview - Many are worrying about the FIX - is it a fix or will it be fixed...? - More than 2,000 people work at the Bureau of Labor Statistics (BLS), including professional economists and survey takers who contribute to the production of the monthly jobs report - The Commissioner of the Bureau of Labor Statistics (BLS) has no direct role in collecting, processing, or altering the monthly jobs report data. Here's a breakdown of how the system is designed to prevent manipulation ---The commissioner does not see the jobs data until the Wednesday before its public release on Friday - But, let's discuss - how can the commissioner change the numbers? Intel - 96 hours of fun - Intel stock up as White House going to force TSM to buy into company - Intel stock down as White House recommends firing CEO - Intel Stock up after CEO meeting with Trump in White House Apple - Best week since July 2020 - Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Apple appeared with President Donald Trump in the White House on Wed...
Liz Thomas of SoFi joins Guy on the podcast. They discuss the Milwaukee Brewers' impressive season and the dedication of their fans amidst local flooding. The conversation pivots to the stock market's resilience and the potential for volatility with upcoming CPI and PPI data. Thomas explains the Federal Reserve's focus on controlling inflation despite a stable labor market and the political pressures on economic data integrity. The discussion covers corporate earnings, the impact of insider sales and stock buybacks, and the importance of diversifying investments in undervalued sectors like healthcare and energy. Thomas emphasizes staying informed and prepared for potential market shifts. Show Notes Read 'On The Money' American Companies Are Buying Their Own Stocks at a Record Pace (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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