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In dieser Podcast-Folge spricht Matthias Hungerbühler mit Léa Miedzinski über ihr Praktikumsjahr hier bei PPI, das sie im Rahmen ihrer Ausbildung absolviert hat. Léa erzählt von ihren vielseitigen Aufgaben, persönlichen Erfahrungen und den Herausforderungen, an denen sie während dieser Zeit gewachsen ist. Ende August nimmt PPI erneut am Kontaktseminar der Kantonsschule Hottingen teil. Dabei freuen wir uns darauf, motivierte junge Talente kennenzulernen und ihnen im Rahmen eines Praktikums spannende Einblicke in die Bankenwelt, den Zahlungsverkehr und das Beratungsgeschäft zu ermöglichen
Host Dick Donahue talks about inflation easing, June CPI and PPI, and six options for retirement funds.
In this episode of Money Matters, brought to you by Greenberg Financial Group, Dave, Todd, and Dylan run the show while the rest of the team is traveling, breaking down a rough week where the chip stocks led the market lower. We get into what Dave dubbed the "chip wreck," with the semiconductor group dipping into bear market territory for the month, and why we look at that kind of volatility as part of the territory when an entire industry is going through price discovery rather than a reason to abandon good companies. We talk through the names in the middle of it, from Micron and SanDisk to Taiwan Semi's blowout earnings and its plan to pour another $100 billion into Phoenix, and why we still believe the demand story for AI is only getting started. We also dig into some encouraging news on inflation, with both CPI and PPI posting their biggest monthly drops in years as lower oil worked its way through, even as tensions in the Strait of Hormuz pushed crude back up sharply on the week. And we spend real time on the shift at the top of the market, with Apple retaking the largest company crown from Nvidia, and what that rotation is telling us. The back half of the show is all about planning, and the levers that actually matter in retirement. We walk through Roth conversions and the sweet spot in your early sixties, why QCDs are the underappreciated cousin of tax planning, how RMDs work and when to take them, and why owning individual bonds, treasuries, and fee-based annuities can serve the more conservative saver who wants off the rollercoaster. It all ties back to our fiduciary, fee-based, financial-planning-first approach, and the difference between being a true advisor and just a money manager. We are also thrilled to introduce the newest member of the Greenberg Financial team, Hailey Glick, who is helping us build out an in-house tax practice launching in 2027. It is the next step in Dean's vision of a true family office, everything you need under one roof, and we get into how bringing tax planning alongside investments, estate work, and financial planning lets us look at your whole picture over decades rather than one filing season at a time. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Tuesday'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. Today we lead with news the Yemeni Houthis have announced a naval blockade against Saudi Arabia but effectively closing the Red Sea. Elsewhere new mediation efforts are underway again. In the US, the Conference Board's leading indicator tracking turned negative in June. The shift down isn't a lot because it wasn't very positive in earlier months. But it is consistent with the Atlanta Fed's GDPNow tracking showing an exhaustion of the pace of the US expansion. Off balance sheet debt at the big US tech giants is exploding, making investment assessments harder to make. It is now an estimated US$1.65 tln as artificial intelligence investments ballooned, a Nikkei study shows, and now exceeds actual reported debt. The problem is particularly acute at Meta. These companies are about to report Q2-2026 results and these debt levels are sure to become an issue. The main way these debt obligations stay off balance sheets is via "innovative" lease transactions centered around timing issues. And US Big Tech valuations are also under threat from Chinese alternatives, especially the relatively new Moonshot K3 version. It is hard not to to get a sense that financial markets are facing a revaluation crisis in the tech sector. In Canada, their CPI inflation rate came in at 2.8% in June, with a core rate of 2.1%. Both these measures were lower than in May and slightly lower than expected. The Malaysian export boom is carrying on (+45% from June a year ago), especially for electronics (+57%) and petroleum (+56%), and especially to the US (+109%). But they needed all of that because imports surged sharply too, up 44% from a year ago. The People's Bank of China kept its key lending rates at record lows for a 14th straight month in July, as widely expected. The one-year loan prime rate (LPR), the benchmark for most corporate and household borrowing, was held at 3.0%, while the five-year LPR, a reference rate for mortgages, remained at 3.5%. However, rate cut expectations are rising there as their domestic economy slows. German producer prices were up a modest +1.8% in June from a year ago, similar to the prior two months. But this new level is in contrast to the PPI deflation they had reported for the earlier twelve consecutive months. A number of major countries are struggling to contain the devaluation of their currencies against the US dollar. Japan is seeing its currency at its weakest level since 1996. India is seeing levels back to near the record lows they had in mid-May. And Indonesia is battling record low levels as well. All these are major economies and all are trying to work what level of higher interest rate differential is needed to stabilise their situation. This is just part of a rising interest rate background, not helped by the prospect of higher US interest rates from their inability to tackle inflation effectively. The UST 10yr yield is now just on 4.60%, up +4 bps from this time yesterday. The price of gold has slipped to US$4003/oz, down -US$14 from yesterday. Silver is now just under US$56.50/oz, up +50 USc from yesterday. Oil prices are +50 USc firmer from yesterday at just under US$83/bbl in the US, while the international Brent price is now just under US$89/bbl. Hormuz transits are still just a trickle There have been just 1 crude tanker and 5 cargo ships exiting over the past 24 hours (4 dark with transponders off) and 8 entering for new loads (8 dark) and all this traffic is Iran-linked. The Kiwi dollar is marginally firmer from yesterday at just under 58.5 USc. Against the Aussie we are down -20 bps at 83.5 AUc. Against the euro we are up +10 bps at just on 51.2 euro cents. That all means our TWI-5 starts today at 62.3 which is unchanged from this time yesterday. The bitcoin price starts today at US$65,541 and up +1.6% from this time yesterday. Volatility over the past 24 hours has been modest at just over +/-1.4%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
This week, we examine the latest inflation, consumer, and housing data, along with the sharp increase in stock margin borrowing. While both CPI and PPI came in below expectations, much of the decline was concentrated in energy prices. Given the recent rise in oil prices, those subdued inflation readings may prove temporary. Retail sales growth also slowed in the latest month, reflecting lower gasoline prices and broader weakness in energy related spending. Housing data continued to point to a cooling market. Even housing starts, which exceeded expectations at the headline level, revealed underlying softness upon closer examination. Finally, we discuss the historic surge in stock margin borrowing during April and May and consider how the rapid buildup in leverage may be contributing to the recent sell off in semiconductor stocks.
For more, see Hypernormal Times on Substack.In this episode.Inflation vs the oil war — why June's CPI and PPI prints are already out of date, and what new Fed chair Kevin Warsh's "plenty of work to do" really signalsThe AI repricing — Korea's Kospi jumps 8% in a day, SK Hynix trades at a 50% premium to itself, then TSMC delivers a fifth straight record quarter (profits +59%) and the stock has its worst day in over a year. The question is no longer "is AI real?" but "what are you prepared to pay for it?"The issuance flood — $345bn of new US stock this year, hyperscaler CapEx heading past $1 trillion, widening tech bond spreads, and why late-cycle bull markets tend to drown in exactly this kind of paperIBM's worst day on record — down 25% as customers cannibalise legacy IT budgets to pay their AI billsHormuz and the Tanker Wars playbook — why crude is calm, why the real tightness is in refined products and crack spreads, and why energy is now a cheap tail-risk hedgeGold falls 3% with a war on — the safe-haven bid goes to the dollar and energy insteadChip diplomacy — Xi Jinping's open-source AI coalition of 29 countries, the UAE's airstrikes-for-semiconductors upgrade, and the bifurcation of AI into a Western proprietary stack vs a Chinese open-source oneBritain's car boot sale — 154 takeover bids worth £165bn since 2023, Rotork gone at a 73% premium, just 11 IPOs restocking the shelves, and the pound rallying on hopes of a fiscally conservative chancellor under PM-in-waiting Andy Burnham.This podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.
Matt Farah has some spicy thoughts on his drive in the new Ferrari 849 Testarossa Spider; he and Zack Klapman discuss the terrifying situation between Flock cameras and Range Rovers; the Manx is even better now; and Patreon questions include: When will Audi etron GTs bottom in price? Quirk battle: Pajero vs Jimny Should a seller supply the PPI? Should this Canadian trade their car for a motorcycle? Mercedes used to be the tech leader. Who is it now? Common car enthusiast financial mistakes. The car with the most diverse fan base is... The OEM we think would "win" the Goodowood FOS Ugly cars that drive great Do nannies REALLY ruin the thrills? Is carbon fiber trim the boomer chrome of our time? And more! Recorded July 15, 2026 Tickets now on sale for our LIVE Show, Aug. 18 in Irvine with Richard Porter and Jonny Smith:https://improv.com/irvine/event/the+smoking+tire+live+feat.+smith+and+sniff+with+matt+farah%2c+zack+klapman%2c+richard+porter%2c+and+jonny+smith/14213624/#showinfo Show Notes DeleteMe Get 20% off your DeleteMe plan when you go to www.joindeleteme.com/ TIRE and use promo code TIRE at checkout. Casper Right now, save up to 20% on mattresses and up to 25% on everything else when you go to Casper.com. #sponsored Avants Go to Avants use code TST for 10% off your membership! Use Off The Record! and ALWAYS fight your tickets! For a 10% discount on your first case go to https://www.offtherecord.com/TST Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman Enter to WIN our AMAZING 2025 Porsche 911 Turbo S!! https://www.dreamgiveaway.com/tickets/porsche?promo=SMOKINGTIRE Promo Code Offer: Get 4X bonus tickets with any donation of $25 or more. With every donation you are helping benefit some wonderful veterans' and children's charities. Podcast Promo Code: SMOKINGTIRE Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Use Off The Record! and ALWAYS fight your tickets! Enter code TST10 for a 10% discount on your first case on the Off The Record app, or go to http://www.offtherecord.com/TST. Watch our car reviews: https://www.youtube.com/thesmokingtire Tweet at us!https://www.Twitter.com/thesmokingtirehttps://www.Twitter.com/zackklapman Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman
Group Chat News is back with the hottest stories of the week. The guys wrap the World Cup and get into the stories everyone's talking about — Kai Cenat's Streamer University getting a million applications, the betting markets that now let you wager on everything from flight delays to presidential speeches, Delta stripping down business class, and the sinkhole that swallowed one of LA's busiest streets. This week's Group Chat covers: World Cup wrap — Spain vs Argentina, corporate ticket takeovers, and why game times were a miss A 100-year-old water main breaks and opens a sinkhole on Sunset Blvd, shutting down the heart of West Hollywood Fanatics Fest takes over NYC — the $90 million spend and the new all-in-one sports app projected to do $14 billion Why American sports franchises are the new safe asset class — "I'd rather own a football team than US Treasuries" The collectibles boom, GameStop's bid for eBay, and cards as the new art market Betting on everything — Polymarket, flight delay markets, and the Trump teleprompter scandal The Bryce Harper, FanDuel and Cameo controversy explained Delta launches Basic Business — business class up to $1,000 cheaper, but no lounge, no food, no perks IShowSpeed becomes the face of the World Cup and the biggest content creator on Earth Kai Cenat's Streamer University — one million applications, 120 spots, and why kids want it more than Harvard Inflation finally cools — CPI and PPI come down, and Marc Andreessen joins the new Fed task force The Ozempic economy — grocery sales fall, snacking declines, and the lightening of America And much more! Drop us a 5-star rating and a review if you're rocking with the show.
The financial health of the American consumer is top of mind these days, and no one better to discuss it with than Emmaline Aliff of Equifax and our own consumer maven, Mike Brisson, join the podcast to dig into the evidence. While the consumer sector as a whole remains resilient, the story differs dramatically across the thrivers, the strivers, and the survivors. We also unpack a week full of inflation data with Matt Colyar, who helps us sort through the numbers and their implications for the economic outlook. Guest: Emmaline Aliff, Advisory Leader, Equifax 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 Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest CPI and PPI reports and explains why cooler inflation headlines do not necessarily mean interest rate cuts are back on the table. Learn why falling energy prices are distorting the data, what businesses should actually be watching, and how inflation is affecting consumers differently across the economy. If you're trying to make pricing, budgeting, or investment decisions, looking only at the headline numbers could lead you in the wrong direction. Lauren explains what matters most and what to watch next as the Fed weighs its next move. Will one month of encouraging inflation data change the Fed's outlook, or is the bigger picture telling a different story?
What happens when wholesale distributors realize “CRM” is no longer the real conversation, growth, data, AI, and sales enablement are?In Episode 198 of Around the Horn in Wholesale Distribution, Kevin Brown and Tom Burton unpack the shift they saw firsthand at the Affiliated Distributors Functional Success Summit: distributors are moving beyond traditional CRM adoption questions and toward connected data systems, AI-enabled sales strategy, and future-proofing distribution. The episode connects macroeconomic uncertainty, supply chain risk, AI governance, human judgment, and enterprise growth strategy to the real decisions facing wholesale distribution teams today.What You'll Learn:Why distributors are moving past traditional CRM conversations and focusing instead on how to help sales teams create more value, become more consultative, and grow revenueHow CRM-ERP integration, data warehouses, e-commerce platforms, marketing automation, and disconnected point solutions can limit customer visibility unless they are unified into a true enterprise growth platformWhy inflation measurement, interest rate uncertainty, and prediction markets matter to revenue leaders in distribution making investment and growth decisionsHow Strait of Hormuz disruption, Suez Canal risk, oil volatility, plastics, fertilizers, helium, and global logistics instability can ripple through manufacturing and wholesale distributionWhy AI still needs human judgment, oversight, and strategy, and why many companies miss expected ROI when they assume full automation instead of building a realistic digital transformation planEpisode Highlights:01:16 – Lessons from the Affiliated Distributors Functional Success Summit and why sales enablement is replacing traditional CRM talk03:55 – Why disconnected data across ERP, marketing automation, e-commerce, and point software creates risk for distributors06:37 – Episode 198 begins: how Around the Horn connects the economy, supply chain, M&A, sales, marketing, AI, and robotics to wholesale distribution08:30 – LeadSmart's Meridian 360 Enterprise Growth Platform and the move from Smart CRM to broader business growth engines12:32 – Inflation cooling, gas prices, and why energy volatility still affects distributors, manufacturers, fertilizers, heavy minerals, and supply chains15:23 – Kevin Warsh, Fed measurement reviews, CPI, PPI, the 2% inflation target, and the need for more real-time data20:25 – Prediction markets, PolyMarket, Kalshi, and whether betting markets can offer useful economic signals27:17 – Strait of Hormuz risk, Iran, shipping disruption, oil exposure, the Suez Canal, Houthi rebels, and what it means for global supply chains43:02 – AI watchdogs, model testing, DeepMind, Fable, Mythos, and the role of government QA for high-powered AI systems48:38 – Human judgment in the age of AI, digital twins, job displacement fears, and why AI ROI depends on data readiness and realistic automation expectations56:00 – APR Supply's sales tool adoption gains and how better sales technology can support outside sales revenue growthTools, Frameworks, and Strategies Mentioned:LeadSmart TechnologiesMeridian 360 Enterprise Growth PlatformSales CompassSmart CRMSales Co-PilotAI Co-Pilot for SalesCRM-ERP IntegrationCRM Data Enrichment with AIHidden Revenue DetectionSales Automation Without Losing the Human TouchFuture-Proofing DistributionHybrid Selling ModelsConsultative CommerceData warehouses and data lakesMarketing automationE-commerce data integrationERP data unificationAI-enabled business intelligencePrediction marketsPolyMarketKalshiCPI and PPI measurement reviewsAI model QA and AI watchdog conceptsHuman judgment in AI strategyAPR Supply sales tool adoptionMaster of Distribution Management programClosing Insight:The episode's central message is clear: the future of distribution is not about buying more disconnected technology. It is about connecting data, people, process, and AI into a strategy that helps teams sell smarter, serve customers better, and make better decisions under uncertainty.Leave 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.
Mortgage rates, inflation data, and Federal Reserve rate expectations all came together this week. Consumer inflation (CPI) and producer inflation (PPI) both came in negative, yet markets are still pricing in a possible Fed rate hike — Dan breaks down why the numbers and the Fed's next move don't seem to line up, what's coming next week before the Fed meeting, how oil prices tie into mortgage rates, and why he thinks rates could test their lows again soon.00:00 Intro: Why the Fed hike talk doesn't add up 01:35 This week's inflation and jobs data 03:45 What's coming next week before the Fed meets 05:45 Fed rate hike odds and closing outlook
Bitcoin News and Notes, Space X, Markets, CPI &PPI reports and more.
We are excited to share this Special Edition featuring Senator Alan Armstrong (R-OK). Senator Armstrong, alongside Senators Rick Scott (R-FL), Cynthia Lummis (R-WY), Katie Britt (R-AL), and James Lankford (R-OK), recently introduced the American Energy and Mineral Infrastructure Act. The legislation seeks to modernize the federal permitting process for energy and mineral infrastructure projects while preserving strong environmental protections. We were delighted to host Senator Armstrong to discuss his experience in Washington, the motivation behind the legislation, and what it could mean for the future of U.S. infrastructure development. In our conversation, Senator Armstrong discusses his transition from leading Williams Companies to serving in the U.S. Senate and explains why permitting reform has become one of the country's most pressing economic and national security priorities. He walks us through the American Energy and Mineral Infrastructure Act, outlining how the legislation seeks to streamline federal permitting, reduce unnecessary litigation, provide greater regulatory certainty for project developers, and create a more predictable process for building critical infrastructure. We explore how permitting delays increase costs for consumers, discourage private investment, and threaten America's economic and technological competitiveness as electricity demand accelerates alongside AI and data center growth. Longer term, it's not an overstatement to say failing to address these issues will also threaten the country's national security. Senator Armstrong shares his perspective on building bipartisan support for permitting reform, maintaining an energy source-neutral approach, and ensuring that pipelines, transmission lines, nuclear facilities, and other critical infrastructure can be built in a more timely and predictable manner. We touch on the growing importance of grid reliability, the intersection of permitting reform and national security, and why he believes the current Congress has a unique opportunity to address these long-standing challenges before rising power demand and infrastructure constraints become even more acute. The discussion was especially timely as the push is on to get permitting reform done during this Congress. The Senator emphasized, “Who in the world would oppose this? We're going to be asking that question exactly on the floor tomorrow as we're starting to put pressure on moving this bill forward.” We greatly appreciate Senator Armstrong for joining us and for his leadership on this important issue. To start the show, Mike Bradley highlighted key market developments, noting that favorable inflation data has supported markets this week. Cooler-than-expected CPI and PPI reports released on Tuesday and Wednesday, respectively, pushed the 10-year Treasury yield down to roughly 4.55% and reduced near-term pressure on the Federal Reserve to increase interest rates. In commodities, Brent and WTI crude oil prices appeared to have temporarily stabilized at approximately $85/bbl and $80/bbl, respectively, despite President Trump's escalation of military strikes against Iran. On the equity front, the S&P 500 was up about 0.25% on the day, supported by the favorable PPI report. Telecom was the top-performing sector, gaining roughly 2.5% to 3.0%, led by Google, following reports that Berkshire Hathaway had taken a large position in the stock. He concluded by highlighting the significant value creation achieved during Alan Armstrong's tenure as CEO of Williams Companies. Veriten Senior Advisor Bill Flores also joined the discussion, offering valuable perspective on the legislative process and the dynamics in Washington.
Calamos Investments' Matt Kaufman discusses why inflation remains a concern despite cooler CPI and PPI data and how structured income ETFs like CAIE can help investors generate income with downside protection. He also highlights CAIQ and CAG as strategies designed for different investor needs and risk profiles.======== 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
With markets back in rotation mode, OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech. Tony highlights one of those hyperscalers: Amazon (AMZN), which he likes due to its recent outperformance. He sees a similar trend in Alibaba (BABA) but warns his bullishness here is more speculative. Tony offers example options trades for Amazon and Alibaba. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Send us Fan MailChip stocks face fresh selloff despite upbeat earnings by ASML and TSMC.US dollar falls to one-month low on softer PPI as Warsh stays mum onrates. Pound jumps on reports of who will be the UK's next financeminister. US carries out more strikes on Iran but oil rebound stalls, goldskids again.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
On Wednesday, July 15, Brian Szytel reports modest market gains (Dow +150, S&P 500 +0.4%, Nasdaq +0.6%) amid a positive early Q2 earnings tone, though Middle East tensions temper sentiment and momentum tech (semis and software) has been pressured. He highlights notable strength in financials, citing rising lending, M&A, and capital markets activity, with investment banking up about 30%, capital markets up over 15%, and financial earnings up over 6%, viewing this as a forward-looking sign of economic confidence. The day's key news was a second straight cooler-than-expected inflation report: PPI fell 0.3% vs flat expected and core rose 0.2% vs 0.4% expected, implying a favorable PCE read. He discusses potential market impacts if Strait of Hormuz disruption persisted (higher oil, inflation, rates; pressure on long-duration assets; benefits to U.S. production), while noting futures imply ~$75 oil in a year, and adds a strong Empire State manufacturing print (15.6 vs 8.4 expected). 00:00 Market Close Recap 00:23 Earnings Season Pulse 01:00 Financials Lead Strength 02:26 Cooler Inflation Data 03:40 Hormuz Risk Scenario 05:15 Futures Reality Check 05:28 Manufacturing Beat Wrap 05:57 Final Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies' facilities and spend time with the company's CEO, Dr. Michl Binderbauer. Founded in 1998, TAE has spent nearly three decades pursuing one of the energy industry's most ambitious goals: commercializing a safe, sustainable, and economically viable source of fusion energy. With renewed momentum in the fusion industry, we thought it was the perfect time to visit TAE and better understand why many believe fusion's moment may finally be approaching. Our visit also marks the beginning of a California COBT series, where over the coming weeks, we'll highlight some of the state's innovative companies, technologies, and leaders. We will also touch on a challenge or two the state is facing. Stay tuned! In our discussion, Michl explains why he believes fusion has reached a true inflection point after nearly three decades of scientific and engineering progress. He outlines why TAE was founded with the “end in mind,” deliberately choosing the more technically challenging hydrogen-boron fuel cycle because it offered the best path to a commercially viable power plant rather than simply proving the science. We explore how advances in AI, machine learning, advanced computing, and materials science have accelerated development, why TAE believes commercial fusion is now measured in years rather than decades, and how the company is preparing to build its first demonstration power plant. We discuss TAE's innovative approach to commercializing technologies developed along the way, including its advanced power management platform that is finding applications in AI data centers, industrial facilities, and grid modernization. Michl shares his vision for fusion's role in delivering abundant, reliable energy to meet the world's rapidly growing electricity demand, the importance of recent U.S. regulatory reforms, the race with China to commercialize fusion, workforce and supply chain challenges, and why he believes fusion has become not only an energy opportunity, but also an economic and national security imperative. We look at what the next five years could look like for TAE, why hyperscalers, industrial customers, and the Department of War may become some of fusion's earliest adopters before widespread utility deployment, the company's long-term vision for a more distributed electric grid, and much more. It was a fascinating and wide-ranging discussion, and we greatly appreciate Michl for sharing his time and insights. To start the show, Mike Bradley noted that markets have been volatile this week. He highlighted that the cooler-than-expected CPI report sparked a rally in Treasuries, driving the 10-year yield down from roughly 4.65% to 4.55%, and said Wednesday's PPI report will be another important data point for the Fed. U.S. equities also moved higher, with the S&P 500 gaining approximately 0.5% on the back of the CPI report and strong bank earnings, while the Dow lagged following a sharp selloff in IBM shares after disappointing quarterly results. In commodities, Brent and WTI crude prices climbed roughly $8-$9/bbl this week following the collapse of the Iran-U.S. ceasefire and renewed disruptions through the Strait of Hormuz. He emphasized that today's challenge is less a global crude supply issue than a global refining problem, citing tight refined product inventories and the loss of roughly 1.5 million bpd of Russian refining capacity following Ukrainian attacks. He also highlighted that European natural gas prices have surged from approximately $16/MMBtu to $19/MMBtu as storage levels remain 20%-25% below seasonal norms and buyers compete for LNG cargoes. Mike noted that Energy is the best-performing S&P 500 sector this week, up approximately 3%, as investors turn their attention to second-quarter oilfield services earnings. He also highlighted the newly announced strategic alliance between SLB and Liberty Energy focused on data center infrastructure and power solutions, noting that similar partnerships are likely to become increasingly common across the energy sector.
With the main surge of bank earnings over, investors face Morgan Stanley today along with chip infrastructure firm ASML. PPI follows a light CPI and Warsh continues testimony. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeschwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fox Business Big Money Show co-anchor Taylor Riggs joins to unpack a much-better-than-expected CPI and PPI report, though she cautions that rising oil prices could push numbers back up next month. Riggs explains why Fed Chair Kevin Warsh isn't rushing to cut rates despite a strong labor market, discusses the Big Beautiful Bill fueling a capex surge across American manufacturing, and breaks down the truth behind the so-called Freedom Fuel gas stations touted by the Trump administration. She also flags the rise of socialism in deep-blue cities like New York as a trend worth watching heading into the general election. Real economic analysis, no spin, only on The Marc Cox Morning Show. Hashtags: #MarcCoxMorningShow #StLouis #ConservativeTalk #TaylorRiggs #FoxBusiness #Inflation #CPI #Economy #AmericaFirst #FreedomFuel #FaithFamilyFreedom
Sam Vadas discusses PPI data coming in cooler than expected reshaping inflation concerns. She also touches on investors rotating into Chinese ADRs.======== 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
There's a lot of noise on the inflation front, says Sam Burns, pointing to June's cooldown in PPI as one of the biggest signs. He says now is the "most important time" to separate food and energy from the rest of the underlying metrics to CPI and PPI's headline numbers. The stock market appears to brush off concerns of rising inflation as well, with Sam outlining inflation's impact to equities and bonds. ======== 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
Scott Martin turns the pages back to Tuesday's CPI and what it means for PPI and the inflation outlook ahead. He talks about the dichotomy of gas prices and the consumer, along with how Kevin Warsh and the Fed's interest rate decisions can impact inflation. ======== 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
Market update for Wednesday July 15, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why cooler CPI and PPI inflation data is easing fears of another Fed rate hikeKevin Warsh's promise of a “regime change” at the Federal ReserveASML's blowout earnings and what its order book says about the AI boomSamsung and DeepSeek could be among the next major AI-related companies headed to public marketsPayPal's $53 billion takeover offer Lucid's bankruptcy rumorWhy New York is temporarily blocking large data centers
En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes hablaron sobre los datos del índice de precios al productor (PPI). Luego, los reportes corporativos de ASML y BlackRock. Por último cerraron con la oferta no solicitada de Stripe y Advent para comprar PayPal.
The wheat complex exploded to the upside on Wednesday as concerns grow over the closure of the Kerch Strait, linking the Sea of Azov with the Black Sea, as fighting intensifies between Russia and Ukraine in the region. Could this be the start of a bigger rally across commodities as we re-add war premium into the trade? We talk wheat, crude oil, corn, inflation and the struggles in the cattle complex with Mike Zuzolo from Global Commodity Analytics on today's show. Find more online at https://www.globalcommresearch.com. 0:00 Wheat surges on Black Sea tensions 0:53 The Kerch Strait: a new bottleneck for wheat and crude 3:04 Energy: Russian diesel, the funds, and the Hormuz double whammy 6:46 Geography lesson: Kerch, Crimea, and Odessa under fire 9:12 The WTI–soft red wheat correlation 10:49 Paris wheat leads: highest since 2024 12:08 Corn: not a U.S. weather market... yet 14:15 Cattle on the struggle bus: a futures-led correction 17:11 Feeders, feed needs, and where to hedge 18:44 CPI and PPI come in cool 19:28 How to reach Mike Zuzolo
U.S. stock index futures rose ahead of wholesale inflation data and corporate earnings, according to Yahoo Finance. The Producer Price Index from the Bureau of Labor Statistics is in focus because it informs Federal Reserve policy expectations and can move Treasury yields. Management commentary during earnings will address pricing power, wage trends, input costs, and capital spending. Contract clauses tied to PPI may adjust supplier pricing and margins for operators. Founders should review pricing escalators, supplier exposure, and interest rate sensitivity, and consider locking in key quotes or fixing portions of debt. Watching core PPI, services components, and post-release yield moves can guide near-term decisions on hiring, inventory, and capital expenditures.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Si dice spesso che i politici americani abbiano accesso a informazioni privilegiate, ed effettivamente i dati parlano chiaro: il portafoglio di Nancy Pelosi ha sovraperformato l'S&P 500, registrando un +25% contro il +17% del mercato. A fine giugno, la Pelosi ha incrementato due posizioni chiave: Uber e Intel. In questo video facciamo un'analisi operativa "a tavolino" partendo proprio da queste imbeccate. Ci concentreremo sul setup tecnico di Uber, attualmente incastrato in un canale laterale tra i 67$e gli 80$, spiegando come ottimizzare il trade utilizzando le opzioni (Long Call e strategie a rischio definito come il Collar a scadenza dicembre) per muoversi da veri risk manager. Nella seconda parte, analizzeremo la sua posizione più grande, NVIDIA, studiando i flussi volumetrici delle opzioni e il posizionamento dei Market Maker (Gamma di lungo e corto). Vi mostrerò come la concentrazione degli Open Interest a strike chiave (210$, 212$e 215$) crei un vero e proprio "campo gravitazionale" sul prezzo e come sfruttarlo questa settimana con un Iron Butterfly in vista del grande opex di venerdì. Infine, una panoramica macro: il rimbalzo del petrolio, il Point of Control dell'oro e i dati macro cruciali in arrivo (PPI, Retail Sales ed Earnings bancari). Disclaimer: contenuto informativo ed educativo, non consulenza finanziaria personalizzata. Gli strumenti citati possono essere presenti nel mio portafoglio personale, societario o in portafogli modello. La disclosure aggiornata con ticker/ISIN, strumenti citati, eventuali posizioni e data di aggiornamento è disponibile qui: https://www.marcocasario.com/disclaimer/Vai su https://www.shopify.com/it e scopri come iniziare con Shopify in pochi minuti. Learn more about your ad choices. Visit megaphone.fm/adchoices
WS in rialzo con PPI soft; Chip venduti; Apple record; SpaceX sotto il prezzo di IPO per la prima volta; Domani notte discorso di Trump alla nazione Puntata a cura di Stefania Spatti - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices
Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Thursday'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. Today we lead with news there is a growing sense that the world is close to running on empty the longer the US-Iran flareup carries on. But markets are ignoring that risk. In the US producer prices fell -0.3% in June from May, marking the first decline since August 2025 and an unexpected dip. A sharp decline in energy prices is getting the credit and the fact that energy risks are still around is being ignored. From a year ago US PPI was up +5.5%. Without that, the core index rose +0.2%, to be +4.7% higher than a year ago. The New York Fed's Empire State Manufacturing Index jumped 10 points to +15.6 in July 2026, signaling a significant pickup in business activity across New York State. Price increases remained elevated and supply availability continued to worsen, they said. The region is in a stockpiling mode, still expecting more cost impacts from tariffs. (Although the New York Fed boss indicated they are looking through these likely impacts. However, not every Fed member is so sanguine.) The July Fed Beige Book reported "modest to moderate" activity, with prices rising, with greater price sensitivity among consumers. US crude stocks fell again although not be as much as was expected this week. Their strategic reserves show not letup in their draining track. Across the northern border, the Bank of Canada left the target for its overnight rate unchanged at 2.25% for a sixth consecutive decision in July 2026, and as expected. But they are seeing an improved economic outlook, however. Across the Pacific and after impressing in April, Japanese machinery orders took an outsized tumble in May. down -12.4% from April and far worse than market forecasts for a -4.2% decline. It seems a broad-based weakness in business investment is setting in. Orders from manufacturers dropped -14.9% (vs 5.1% in April), while non-manufacturing orders fell -9.3% (vs 6.7%). Chinese house prices are still falling but at a slower pace now as background support measures and market cleanup activity is putting a floor under this weakness. China's new home prices across 70 cities fell -3.3% in June from a year ago, the mildest contraction since February. Shanghai was a standout with a +3.1% rise on that same basis, the only one with a measurable gain. Meanwhile, pre-owned home sales prices fell almost -6% on the same basis, and resale prices in Shanghai were negative too. Retail sales in China were up +1.0% in June from a year ago, restrained in large part by shrinking retail sales of cars. Without that, sales would have been up +3.0%, just enough to be higher than their CPI inflation. Industrial production in China rose +5.3% in June, its fastest pace in three months. Meanwhile, electricity production, which some think is a more realistic indicator of industrial activity because it is less susceptible to regional manipulation, rose +2.0% in June from the same month a year ago. Through all of this, China said its economic activity was up +4.3% in June from Q2-2025. This was slower than the +5.0% in Q1-2026 and lower than the anticipated +4.5% that analysts had forecast. And it is its slowest since Q4-2022, and prior to that pandemic interruption, the slowest since 1990. The uneven results posted today won't reassure Beijing. Markets are thinking they will announce new stimulus soon. China's new bank lending came in at ¥1.61 tln in June, much more than the very weak ¥520 bln in May, but well below both year-ago levels and the expected ¥2 tln rise. Bank debt growth typically accelerates in June as banks step up lending activity to meet their quarterly targets, but loan demand remains subdued in 2026. This is adding to expectations of new stimulus measures from Beijing. Yesterday's news of the arrival of bird flu in New Zealand likely shows that Australia's monitoring is likely very inadequate. They say Australia has 14 confirmed detections of H5 bird flu in wild birds. There are eight confirmed in Western Australia, five in South Australia and one in New South Wales. These are probably just the tip of the iceberg. The UST 10yr yield is now just on 4.54%, down -3 bps from this time yesterday. The price of gold has firmed slightly to US$4061/oz, little-changed from yesterday. Silver is now just under US$57.50/oz, down -US$1.50 from yesterday. Oil prices are up +50 USc from yesterday at just on US$79/bbl in the US, while the international Brent price is now just over US$84.50/bbl. Hormuz transits have risen overnight There have been just 3 crude tankers and 15 cargo ships exiting over the past 24 hours (1 dark with transponders off) and 23 entering for new loads (9 dark) and most Iran-linked. More ships are crossing the Red Sea as well. The Kiwi dollar is up +40 bps from yesterday at just under 58.6 USc. Against the Aussie we are up +20 bps at 83.5 AUc. Against the euro we are also up +20 bps at just on 51.1 euro cents. That all means our TWI-5 starts today at just under 62.4 which is up +40 bps from this time yesterday. The bitcoin price starts today at US$64,950 and up +0.7% from this time yesterday. Volatility over the past 24 hours has been low at just under +/-0.8%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
Send us Fan MailUS dollar weakens on softer CPI, but Warsh keeps rate hikes on the table. Focus shifts to today's PPI report after Middle East hostilities persist. US equities ignore higher oil prices, benefit from strong earnings and lower Fed hike bets. Aussie maintains gains despite weak Chinese data; loonie rally threatened by a dovish BoC.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss recent “momentum on, momentum off” volatility, with semiconductors swinging and earnings season starting with banks that have traded well despite a flattening yield curve. They debate rising long-term Treasury yields, arguing hikes aren't appropriate in a slowing economy and tying yield pressure to Middle East conflict, oil inflation fears, and U.S. fiscal indiscipline, with the bond market challenging the Fed's 2% target under new Chair Kevin Warsh. They touch on private equity weakness versus tight credit spreads, whether credit cycles still exist amid repeated policy “saves,” and upcoming CPI (3.8% expected) and PPI (6.2% expected). They flag Japan's weakening yen and stressed bond market as an underappreciated risk, review gold's move as central-bank and retail flows shift, and outline a second-half view: stocks higher but volatile, with opportunities in Mag Seven, financials, healthcare, commodities, and energy. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
In this episode of the Stock Market Options Trading Podcast, Eric O'Rourke and Brian Terry discuss the current SPX market environment, why June was a difficult month for many options traders, and what they're watching as earnings season begins.Topics include:SPX support and resistance using call wall and put wall analysisHow gamma positioning may impact short-term market directionCPI, PPI, Federal Reserve commentary, and potential interest rate scenariosWhy financial stocks could lead the next market moveSpaceX (SPCX) options, covered calls, cash-secured puts, and long-term investing ideasCurrent 0DTE SPX credit spread trades and managing risk during volatile marketsHow to approach trading during headline-driven marketsWhether you trade SPX 0DTE options, swing trades, or longer-term option strategies, this episode shares practical insights on navigating today's market conditions.
Market update for July 13, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:A packed week ahead featuring CPI, PPI, bank earnings, and Kevin Warsh's first congressional testimony as Fed chairApple's lawsuit accusing OpenAI of stealing trade secrets the details are wild)Why Apple's stock is hitting record highs while the rest of the AI trade sells offMGM Resorts jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US tickerThe record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks
In this Monday Daily Editorial, we sit down with Craig Hemki, Founder and Editor of the TF Metals Report, to discuss the ongoing search for a bottom in precious metal, amidst low overall sentiment. Craig outlines the heavy slate of US economic data and high-profile central bank commentary on the horizon that could break the current trend. The conversation highlights several critical factors shaping the markets this week: Upcoming Inflation Indicators: How the latest CPI and PPI prints could alter current expectations for rate hikes and impact real interest rates. Humphrey-Hawkins Testimony: A look at what the upcoming Federal Reserve testimony before Congress means for market direction and future monetary policy. Monthly Treasury Statement: A breakdown of the latest fiscal data, deficit spending numbers, and the long-term implications for bond yields and debt servicing. The Copper vs. Precious Metals Divergence: A compelling comparison explaining why copper remains resilient near all-time highs while gold and silver struggle to find near-term momentum. Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/ ------------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on three stocks for the week ahead. In the UK – a look ahead to what lays ahead for the European Central Bank as it grapples with a uncertain inflation landscape. In Asia – a look ahead to South Korea’s Constitution Day. See omnystudio.com/listener for privacy information.
Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on three stocks for the week ahead. In the UK – a look ahead to what lays ahead for the European Central Bank as it grapples with a uncertain inflation landscape. In Asia – a look ahead to South Korea’s Constitution Day. See omnystudio.com/listener for privacy information.
Real Life Pharmacology - Pharmacology Education for Health Care Professionals
Proton pump inhibitors (PPIs) are among the most commonly prescribed medications, but understanding how they work is essential for using them safely and effectively. In this episode of the Real Life Pharmacology podcast, we’ll break down the pharmacology of PPIs, including their mechanism of action, common brand and generic names, clinical uses, adverse effects, drug interactions, and important monitoring considerations. Whether you’re a pharmacist, nurse, pharmacy technician, or student, this episode will help reinforce the key concepts you need to confidently apply PPI pharmacology in clinical practice. Be sure to check out our free Top 200 study guide – a 31 page PDF that is yours for FREE! Support The Podcast and Check Out These Amazing Resources! NAPLEX Study Materials BCPS Study Materials BCACP Study Materials BCGP Study Materials BCMTMS Study Materials Meded101 Guide to Nursing Pharmacology (Amazon Highly Rated) Guide to Drug Food Interactions (Amazon Best Seller) Pharmacy Technician Study Guide by Meded101
Deze aflevering van Gamekings Daily is ook te bekijken op https://youtu.be/u6PPgRbQCio Welkom bij Gamekings Daily. De gaming vodcast waarin twee presentatoren van Gamekings praten over de laatste ontwikkelingen in de wereld die videogames heet. Vandaag is het donderdag en is Daan langsgekomen om met JJ het nieuws van de afgelopen dagen door te nemen. Zo gaan de twee in op de verregaande maatregelen die XBOX nam bij id Software, de studio achter legendarische games als DOOM en Quake. Is er nog toekomst voor de Amerikanen en waarom greep XBOX zo hard in. Dit topic en meer zie en hoor je voorbijkomen in de GK Daily van donderdag 9 juli 2026. Er is niet veel meer over van het eens zo vermaarde id Software Een ander onderwerp dat de twee behandelen, zijn enkele nieuwe ‘gelekte feitjes’ over de reboot van Splinter Cell. Het is al een tijd lang (verdacht) stil rond de game van Ubisoft. Maar een kraker brengt daar nu verandering in. Krijg 15% korting bij aankoop van de 39GX950B OLED monitor van LG UltraGear Als je het blije gezicht van Koos in de video over de 39GX950B monitor ziet, dan weet je eigenlijk genoeg. LG heeft, zoals zo vaak, weer iets fijns in elkaar gezet. De 39 inch is de sweet spot wat OLED betreft. Je hebt een 5K2K resolutie, 165Hz met een dual mode, die op een lagere resolutie op 330Hz kan halen. Deze specs zorgen ervoor dat de PPI dermate hoog is dat de monitor ideaal is voor gamen, maar ook perfect gebruikt kan worden voor normaal kantoorkwerk. Ideaal dus. Interesse? Check hier alle specs. Bij aankoop krijg je 15% exclusieve Gamekings korting als je bij het afrekenen de code GameKings_2026 invoert. Deze korting geldt ook voor de 27GX790B monitor die we tijdens de GKE3 periode lieten zien. Scoor onze nieuwe zomermerch en support Gamekings Traditiegetrouw hebben wij ook deze zomer een nieuw, zomers stuk fashion voor je klaarstaan. Ideaal voor de zomerse warmte. Je kunt de cap hier kopen. Het geld gebruiken we om de toko overeind te houden. Dus support ons waar je kunt en je krijgt er wat cools voor terug. Scoor 15% korting op alle laptops van Lenovo met code GAMEKINGS Lenovo is de vaste partner van Gamekings Daily. Tijdens de uitzendingen van de vodcast gebruiken we voortaan de Lenovo ThinkPad, misschien wel de meest bekende laptop van de producent. Wil jij info over de Thinkpad of de andere laptops (Lenovo Legion 5 Pro) van Lenovo of er een aanschaffen, check het aanbod dan nu in hun shop. Speciaal voor de kijkers en luisteraars van Gamekings is er een 15% discount op alle laptops. Je hoeft daarvoor bij het afrekenen alleen de code GAMEKINGS in te voeren.Wil je adverteren bij de podcast Gamekings óf misschien bij een andere podcast van ILVY Network? Mail dan naar management@ilvy.com en/of kijk even op de website : https://ilvy.com/podcastSee omnystudio.com/listener for privacy information.
Today we were joined by three outstanding guests to discuss one of the biggest long-term opportunities and challenges facing the Permian Basin: produced water. We were thrilled to welcome Adrianne Lopez, Research and Development Manager at Texas Pacific Water Resources, along with Dr. Scott Tinker, Chairman of Switch Energy Alliance and Director Emeritus of the Bureau of Economic Geology at the University of Texas, and Derek Tinker, Founder of Agnostic Data Group. We appreciated hearing each of their perspectives on why produced water has become one of the defining issues for the future of the Permian, the technologies making large-scale desalination increasingly feasible, and how produced water could become a valuable resource for agriculture, power generation, AI infrastructure, and beyond. In our conversation, Scott explains the scale of the challenge, noting that the Permian now produces roughly 20 million barrels of water every day, with water-to-oil ratios continuing to increase across much of the basin. He outlines why disposing of that water through underground injection is becoming more difficult and more expensive, and argues that beneficial reuse represents one of the industry's largest untapped opportunities. Adrianne walks us through the science behind produced water, explaining why it is significantly more difficult to treat than seawater. She details Texas Pacific's work developing freeze desalination technology, the company's new 10,000-barrel-per-day demonstration facility, and why reaching commercial scale, alongside continued regulatory progress, will be critical to improving the economics of produced water desalination. We examine where this water could ultimately be used, from AI data centers and power generation to cotton production and land rehabilitation, and why collaboration between industry, regulators, and technology providers will be essential. We discuss the valuable minerals contained within produced water, including lithium, the role of AI and real-time monitoring in building public trust, and why transparent, independently verified water quality data are as essential as the treatment technology itself. Scott argues that the industry already has many of the technologies needed to move forward. The remaining challenge, he suggests, is creating the economic incentives and regulatory certainty needed to scale solutions that can reduce disposal volumes while creating entirely new sources of water for Texas. As disposal costs continue to rise and desalination costs decline with scale, he believes operators have an opportunity to address a growing operational challenge while reinforcing the industry's long-term position in the Permian. Mike Bradley opened the discussion by noting that market rotation has been the defining theme in recent trading. While Treasury yields moved modestly higher this week, investors are largely looking ahead to next week's CPI and PPI reports for potential market-moving data. Within equities, semiconductor stocks have pulled back sharply after leading the market for much of the year, while the Mag 7 have recently rebounded. In energy, the sector moved higher alongside a roughly $2/bbl increase in WTI crude to ~$70/bbl following renewed attacks on vessels transiting the Strait of Hormuz. Mike noted that oil markets appear to be pricing in a quick return to normal in the region, which may prove optimistic. He also highlighted that second-quarter earnings season begins in earnest during the week of July 20, with several oilfield services companies reporting results. U.S. natural gas prices strengthened on hotter summer weather, while European gas prices rose as below-normal inventories and geopolitical tensions supported the market. Mike concluded by highlighting the IEA's 3Q26 Gas Market Report, which projects global natural gas demand will decline 0.5% in 2026. Robby Kester also joined and added his technology perspective and questions throughout the conversation. We will be staying close to this topic and hope you find the conversation as useful and informative as we did. Our best to you all!
In this Daily Editorial, Craig Hemke, Founder and Publisher of the TF Metals Report, joins me to discuss the moderating of the peak hawkishness in the markets around inflation and Fed policy expectations over the last couple weeks. Softening expectations have provided the conditions for the precious metals to begin to bottom and build a base, while lifting sector sentiment. We dive into the technical outlook for gold, silver, and PM equity prices, counterbalanced against the macroeconomic backdrop. Key Discussion points: Craig comments on pricing in gold, silver, and PM ETFs holding steady over the last week and not going down any further; and making a slight move higher. There was legitimate chart damage done as pricing broke below the 200-day moving average, and 50-week moving averages as a ‘piling on' effect from the peak hawkishness in the markets. However, if things calm down in these summer months and pricing consolidates through time, then those moving averages will coalesce and smooth out. This could rhyme with last summer's sideways consolidation period, where the moving averages narrowed and built the energy for the short-duration price averages to break above the longer-duration price average to kick off the next leg higher in the bull market. He believes most of the corrective move has now happened at this point; noting that every time gold moved below $4,000 that we witnessed strong buying come in to snap it back up over that level. Craig reiterated that even if 2026 was to end the year flat and somewhere around the $4,340 level where it opened this year, that this would be solid performance after the outsized gains in gold on a percentage basis from 2024 and 2025. Gold producers were chopped in half, on extreme negative sentiment from the falling metals prices paired with rising energy prices ever since the war broke out in March. Later in July and into August we'll start getting the actual Q2 earnings reports from the PM producers, and Craig feels that they may surprise many investors to the upside. The average price of the metals and margins actually were higher than many quarters from last year, and definitely a stark difference compared to Q2 of 2025, for the year-over-year comparisons. Additionally, the actual effect of the higher oil prices on producers input costs versus the perceptions will be another key data point to follow. The fear around higher energy prices was the rationale many used to drop the valuation in producers by 40%-60%, even though the energy inputs only come in around 10%-15% of costs, and so the concerns were way overblown by skittish investors throughout Q2. As we receive Q3 guidance, it will come at time where oil prices are essentially right back down to where they were at before the war even began, which should bake those concerns back out of the cost estimates. The Fed funds futures have swung to both extremes, coming into the year expecting 2 rate cuts, and flip-flopping by going to peak hawkishness and pricing in 2 rate hikes just a few weeks back, after Kevin Warsh's first press conference post FOMC meeting. Craig expects that as we get more data and those inflation expectations start to equilibrate, that the market will shift to more neutral Fed policy guidance moving into the Fall, which will be a boon for the precious metals sector. All eyes will be on the CPI and PPI numbers 2 weeks from now for more clarity on the trend in inflation. Click here to visit Craig's website – TF Metals Report – https://www.tfmetalsreport.com/ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Deze aflevering van Einde van de Week Live is ook te bekijken op https://youtu.be/tsjm_iJhnVo Deze talkshow wordt mede mogelijk gemaakt door MSI. Alle meningen in deze video zijn onze eigen. MSI heeft inhoudelijk geen inspraak op de content en zien de video net als jullie hier voor het eerst op de site. Zijn we allemaal klaar voor een nieuw weekend? Een weekend waarin we niet meer naar Oranje kunnen/hoeven te kijken? Een weekend waarin je nog gewoon naar de gameshop kunt gaan en een echte, wilde, fysieke game kunt kopen? Wij gaan dat weekend inluiden met een nieuwe editie van Einde van de Week Live. De talkshow waarin we het belangrijkste nieuws van de week met je doornemen. Jelle, JJ en Koos gaan er zoals altijd met frisse zin tegenaan. Zelfs het besluit van PlayStation om vanaf 2028 geen fysieke games meer te gaan maken voor hun consoles, kan de pret niet drukken. Dit gesprekspunt en meer zie en hoor je voorbijkomen in de Einde van de Week Live van vrijdag 3 juli 2026. Scoor onze nieuwe zomermerch en support Gamekings Traditiegetrouw hebben wij ook deze zomer een nieuw, zomers stuk fashion voor je klaarstaan. Ideaal voor de zomerse warmte. Vanaf 16:00 uur kun je de cap hier kopen. Het geld gebruiken we om de toko overeind te houden. Dus support ons waar je kunt en je krijgt er wat cools voor terug. PlayStation is er niet populairder op geworden Naast de ophef over het verdwijnen van fysieke games bij PlayStation, hebben de drie het ook over de vooruitziende blik van Kojima, het succes van de remake van Star Fox en de volgende game van de makers van Clair Obscur: Expedition 33. Haal de Thin 15 gaming laptop voor minder dan 800 euro in huis MSI zet deze week de Thin 15 gaming laptop in de spotlights. Een echt instapmodel tegen een lekkere scherpe prijs. De Thin 15 laptop heeft aan boord een 13e generatie Intel Core i5 processor, een NVIDIA RTX 3050 GPU, 16GB RAM intern geheugen, 512GB SSD, een blauw verlicht toetsenbord en een Full HD 144Hz display. Deze laptop is hier voor slechts 800 euro verkrijgbaar. Wie weet als je zoon of dochter een laptop voor school nodig heeft waar hij/zij ook games op kan spelen. Krijg 15% korting bij aankoop van de 39GX950B OLED monitor van LG UltraGear Als je het blije gezicht van Koos in de video over de 39GX950B monitor ziet, dan weet je eigenlijk genoeg. LG heeft, zoals zo vaak, weer iets fijns in elkaar gezet. De 39 inch is de sweet spot wat OLED betreft. Je hebt een 5K2K resolutie, 165Hz met een dual mode, die op een lagere resolutie op 330Hz kan halen. Deze specs zorgen ervoor dat de PPI dermate hoog is dat de monitor ideaal is voor gamen, maar ook perfect gebruikt kan worden voor normaal kantoorkwerk. Ideaal dus. Interesse? Check hier alle specs. Bij aankoop krijg je 15% exclusieve Gamekings korting als je bij het afrekenen de code GameKings_2026 invoert. Deze korting geldt ook voor de 27GX790B monitor die we tijdens de GKE3 periode lieten zien. Wil je adverteren bij de podcast Gamekings óf misschien bij een andere podcast van ILVY Network? Mail dan naar management@ilvy.com en/of kijk even op de website : https://ilvy.com/podcastSee omnystudio.com/listener for privacy information.
Inflation and investing are once again front and center as markets assess a new mix of price pressures. In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock's International Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock's Global Tactical Asset Allocation team.Together, they explore what is driving inflation today, from AI infrastructure demand and energy bottlenecks to fiscal spending, supply constraints, and regional differences. The conversation examines how inflation is affecting capital markets, equities, fixed income, stock market trends, and portfolio diversification.This episode also looks at the role of AI as both a near-term inflationary force and a potential longer-term productivity driver. As AI investing accelerates demand for electricity, chips, copper, data centers, and infrastructure, investors are watching how these megaforces reshape markets and the global economy.Key insights:· How AI infrastructure demand is contributing to inflation pressures· Why inflation differs across regions, including the U.S., Europe, Japan, and China· Where pricing power matters most for companies and sectors· How inflation measures like CPI, PCE, and PPI inform market views· Why sticky inflation can challenge traditional stock-bond diversification· How investors can think about inflation across equities, bonds, and multi-asset portfolios
In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets.Kevin Warsh's first Fed meeting as chair featured a statement that clocked in at roughly 130 words and told markets almost nothing about how the new Fed intends to make decisions.Sonu makes the case that despite all the hawkish headlines, dot plot drama, and a two-year yield that jumped 16 basis points on Fed day (the largest single-day move on a Fed decision since 2008), actual real policy rates are more accommodative now than they were in March. The committee is split 9-9 on whether to hike this year, Warsh has opted out of the dot plot entirely, and inflation is running well above target, with core PCE likely to finish the year above 3.3%.Apple's announcement that iPhone prices are going up due to memory chip shortages puts a real-world face on the inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized. Meanwhile the Dow, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday, which is the market's own vote on whether any of this is a crisis. The episode closes with a look at sector leadership, why communication services being down 6% to 7% year-to-date while tech is up 33% is genuinely strange, and why momentum breaking down is the signal to potentially worry about and why it isn't breaking down yet.Key Takeaways: Former Fed Chair Alan Greenspan oversaw a 190% gain in the S&P 500 over 18 years, second only to William McChesney Martin. He also presided over two bubbles that burst within a decade, the tech crash, and the housing collapse, producing what remains the worst decade for equity investors in history.Kevin Warsh's first Fed statement came in at roughly 130 words, the shortest non-emergency statement in modern Fed history. He also declined to submit a dot plot projection. The practical effect is that markets are now pricing guidance from the other 18 members, who are not stepping back from the spotlight.The dot plot went 9-9 on whether to hike in 2026. Three months ago, 12 of 19 members expected at least one cut this year. That shift may explain the volatility. 428 S&P 500 stocks fell on Fed day, the broadest single-day decline of the year, but it does not automatically mean the Fed is hawkish.After subtracting the Fed's own inflation projections from its own rate projections, real policy rates are actually more accommodative now than in March, dropping from an implied 0.7% real rate to 0.5%. With core PCE running around 3.5% to 3.8% annualized, the real policy rate is effectively near zero.Apple's decision to raise iPhone prices due to memory chip shortages is the real-world confirmation of a broadening inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized.The Dow Jones Industrial Average, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday. The NYSE advance-decline line and the small cap advance-decline line both hit all-time highs the prior Tuesday.Jump to:0:00 — World Cup Weekend and Father's Day3:07 — Remembering Alan Greenspan's Fed8:05 — A New Chair and a Short Statement13:25 — Dot Plot Split and Market Shock19:45 — Yield Curve Signals and Bond Surprise24:35 — AI Supply Chains and Price Pressure28:20 — The Case for a Dovish Fed34:40 — Economy Strength and Running It Hot37:10 — A Car Break in Reality Check40:35 — Breadth Seasonality and Sector Rotation53:20 — Closing Thoughts and Listener RequestsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Let’s Make a Deal! News Dominated by … SpaceX This week – Fed rate Decision Need a new CTP (SPACEX?) 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Make a Deal! - News Dominated by ... SpaceX - This week - Fed rate Decision - Need a new CTP (SPACEX?) Markets - Another V Formation - Nearing Highs again - IPO Madness - Anthropic and OpenAi - SpaceX IPO - could drain markets - More AI valuations through the roof DEDICATION: Stu Schifter - my good friend of 30 years passed away last night... battled Cancer for 2 years. Market Valuations - S&P 500 Forward P/E = 22.5 - 10-yr average = 19–20x - Long-term average 18-19 - Not cheap, pricing in a lot of earnings growth. - NASDAQ 100 forward P/E = 23-24 - 1-yr average ~23x - 20-yr average ~20–21x - Not screaming expensive on a forward basis - - NOTE: Training P/E = 33-40 NEW Playbook - But the Rumor and Buy the News - used to be Buy the Rumor and Sell the News - This is why there is an announcement about something and then a date to follow.... - Monday = Deal, Friday = signing On that note - What is the deal anyway? - Seems that we (USA) moving out our navy before the final - Straights of Hormuz opening -?? - Has anyone seen the text? - We are no better than we were before all this started... Headline Nonsense - Fox Business: Beware the ticking time bomb hiding in your 401(k) - Required minimum distributions can trigger taxes on Social Security benefits and boost Medicare premiums - This is not a ticking time bomb. This is just reality when you have a lot saved and need to start withdrawals - HOWEVER - there are ways around this and we have helped clients with this. - - Listeners - if you have a 401k and think that you will be paying too much later on - we can take a look at the options... More Retirement Alerts - Social Security running out again.... - Less that 10 year until the reserves are exhausted - The Social Security Administration's newly released 2026 Trustees Report confirms that the federal retirement safety net is less than seven years away from fiscal depletion, as the Old-Age and Survivors Insurance (OASI) trust fund will completely exhaust its accumulated reserves in the fourth quarter of 2032. - Once the reserve dries up, ongoing tax revenues will cover only 78% of scheduled retirement benefits, according to the report. - Some of the blame is being laid on the OBBBA with higher standard deductions and lower taxes on SS Benefits - "The OBBBA also adds a temporary additional standard deduction for taxpayers over age 65," it says. "As a result, less income tax will be paid on Social Security benefits, and the OASI and DI Trust Funds will receive lower levels of revenue in the future from income taxation of Social Security benefits." PSA - The Food and Drug Administration (FDA) has classified a recall of more than 900 cases of Alfredo sauce at its highest risk level after a supplier recalled a dry milk powder ingredient used in the product due to potential salmonella contamination. - The FDA designated the recall as a Class I event, its most serious classification, meaning there is a reasonable probability that use of or exposure to the product could cause serious adverse health consequences or death. - The Coffee Connexion Co., Inc. - According to the FDA, the product was distributed in Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Monday Markets - 5:45PM Sunday night we see an announcement that there is a Deal! - Why 5:45PM???????? - Futures rally, oil drops - This is just days after the market already surged after a Truth Social post last Thursday that said that the US will "soon" sign a deal with IRAN ---- That pushed up markets quite a bit too - Buy the rumor and buy the news... Reality Check - Thursday: Trump told reporters in the Oval Office that “we have a deal that Iran will never have a nuclear weapon.” - Monday: 60-day period delay to continue discussions of nuclear issues - Is there a sucker in all of this? $ for IRAN - Supposedly there i some deal... - A $300 billion private fund designed ?to trigger investment into Iran is outlined in the U.S.-Iran framework agreement and more than half that sum has already been committed, a source with ?direct knowledge of the deal told Reuters. - The fund is designed to give both sides an economic incentive to conclude a final deal, said the source, who spoke on condition of anonymity because the plan has not yet been announced as Washington and Tehran prepare to sign on Friday. SpaceX - IPO - Finally! $135 per share - Rose to $160+/- on the debut day - Rather smooth process and very orderly - A total of $85B was raised - due to an add-on additional green-shoe that was allowed ($10B) for institutions. - Rose another $20% on Monday - Retail got about 20% of the deal (down from 30%) Oracle - Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business. - The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, and plans to raise another $40 billion in equity and debt. - Oracle's cloud infrastructure business gained 93% to $5.8 billion, and total cloud revenue is projected to jump about 61% in the quarter ending in August. - The increase of $5B over the course of the year was disconcerting to investors. - Shares dropped the most in over 6 months on the news CPI and PPI - May CPI was mixed but generally cooler on the core reading, with headline CPI up 0.5% month-over-month, matching consensus, while Core CPI rose 0.2%, below the 0.3% consensus and below Briefing's 0.4% estimate. - The softer core CPI reading suggests some easing in underlying consumer inflation pressures, which is the more constructive part of the inflation picture. - May PPI was firmer than expected on the headline reading, with PPI up 1.1% versus 0.7% consensus and 0.8% Briefing estimate, matching the prior month's revised 1.1% pace. - Core PPI rose 0.4%, matching consensus and coming in below the prior month's revised 0.7%, indicating wholesale inflation remained elevated but did not accelerate further on the core measure. - Taken together, the CPI and PPI reports point to a mixed inflation backdrop: consumer-level core inflation looked somewhat better, but producer-level price pressures remained sticky. Cyberdyne - Anthropic announced Claude Fable 5, a Mythos-class model that will be available to its enterprise customers and paid subscribers. - The company unveiled Mythos in April and has limited the rollout because of its advanced cybersecurity capabilities. - Anthropic said Claude Fable 5?s broad release is possible because of new safeguards that block responses in specific high-risk areas. - WAIT! The US government PULLED the plug on Mythos and Fable for any foreign national - From Anthropic - The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Anthropic models will not be affected. OpenAi - Confidentially flies for IPO - Sends financials and IPO materials to regulators - making sue all in good order. - This allows the company to iron out accounting, compliance, and regulatory issues in private without triggering a "media circus" or alerting competitors to their financials Last Friday..... - Nonfarm payrolls jumped a seasonally adjusted 172,000 for the period, down slightly from the upwardly revised 179,000 in April and far above the Dow Jones consensus estimate for 80,000. - The unemployment rate held steady at 4.3%, as expected. - Average hourly earnings rose 0.3% for the month and were up 3.4% over the past year, both in line with the Wall Street consensus. Screwworm - The New World screwworm has been detected in a 3-week-old calf in Zavala County, Texas, the first known case of that fly in the United States since 2017. - New World screwworm larvae “burrow into the flesh of living animals, causing serious damage to livestock and economic losses,” the U.S. Department of Agriculture said. - The USDA and Texas officials are taking immediate action to contain and eradicate the pest. - In December, the Food and Drug Administration granted conditional approval to the topical solution Exzolt Cattle-CA1, which is used to prevent and treat New World screwworm infestations and is produced by Merck & Co. - What is going to happen to beef prices? Real Estate - Nationwide, 5.8% of all home listings were pulled off the market in April, according to Redfin. - Delistings were up 3.8% compared with March. - Atlanta saw the highest share of homes come off the market in April, with 1 in 10 delisted. San Jose, California, followed with roughly 9% pulled, then Los Angeles (7.8%), Dallas (7.8%) and Seattle (7.7%). In other news.... - The Japanese city of Utsunomiya has suspended all 94 of the primary and middle schools ?that it operates on Monday after its ?first-ever bear sighting, a municipal official said. - The city of half-a-million residents about 100 km (60 miles) north of Tokyo said ?the bear was first seen in a residential ?area near a park on Saturday evening. It ?remains at large after the last sighting early ?Monday morning about half a kilometre from a ?middle school. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); The Winner for the THE CLOSEST TO THE PIN for SALESFORCE (CRM) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Let's talk about how there's more Trumpflation on the way and PPI.…
Musk is worth $1 trillion with zero income. We're spending $1.6 trillion on interest. CPI is on pace for 6.2%. This is the peak of the bubble.This episode is sponsored by Greenlight Metals. Research investing in Greenlight Metals copper and gold mine: https://resourcestockdigest.com/report/copper-gold-in-the-american-heartland/This episode is also sponsored by NetSuite. Download NetSuite's free business guide, Demystifying AI, at https://netsuite.com/goldSpaceX debuted as the biggest IPO in history, raising $75 billion at a $1.8 trillion valuation before closing above $2 trillion — making Elon Musk the first person worth $1 trillion. Peter Schiff puts this in perspective: JD Rockefeller, the previous richest American ever adjusted for inflation, earned the equivalent of $2 billion per year in actual income from Standard Oil. Musk has essentially zero income — SpaceX loses money and trades at 100x revenue — making his trillion-dollar net worth entirely a function of bubble valuations driven by decades of monetary excess.Meanwhile, the May federal deficit exploded 32% year-over-year to $293 billion, with interest expense surging 44% to $133 billion in a single month — $1.6 trillion annualized, consuming 30% of all tax revenue. That's the entire federal budget from 1997 spent on interest alone. CPI rose 0.5% in May, putting 2026 on pace for 6.2% annual inflation — the highest since 2022 and potentially headed for 1981 levels. PPI came in at 1.1% for the second straight month, annualizing to 14%. Gold successfully retested its March low at $4,040 before recovering to $4,218, with mining stocks posting a positive divergence despite metal weakness. The Strategy death spiral deepened as Saylor diluted common shareholders to buy Bitcoin, destroying the "Bitcoin yield" narrative he built the company on.Chapters:00:00 Cold Open and Intro01:23 SpaceX IPO Mania03:18 Musk vs Rockefeller Wealth06:31 Bubble Valuations Explained09:59 Markets Week and Metals Drop11:47 Gold Retest and War Narrative17:20 Deficits and Interest Time Bomb26:30 Inflation Data and Fed Boxed In37:43 Other Markets Crypto and Wrap UpFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #SpaceXIPO #InflationOur Sponsors:* Check out Chilipad and use my code sleep.me/GOLD for a great deal: https://sleep.me* Check out DBJourney and use my code Schiff15 for a great deal: https://dbjourney.com* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy
(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks" (59:22) Liquidity recap: Best moments and takeaways (1:05:39) Inflation heats up: CPI and PPI see 3+ year highs (1:12:27) California's loose election laws creating integrity doubts Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.anthropic.com/news/claude-fable-5-mythos-5 https://x.com/Scobleizer/status/2064641097310335294 https://x.com/GergelyOrosz/status/2064618497150210391 https://x.com/cremieuxrecueil/status/2064433331970720187 https://x.com/Yuchenj_UW/status/2064524668208545955 https://stratechery.com https://x.com/peter_szilagyi/status/2064620043896291671 https://darioamodei.com/post/policy-on-the-ai-exponential https://screendna.org https://x.com/DavidSacks/status/2065120386660880765 https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/how-high-will-inflation-get-in-2026 https://polymarket.com/event/fed-rate-hike-in-2026 https://x.com/robbystarbuck/status/2063602942637158423 https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme https://www.dol.gov/newsroom/releases/osec/osec20260218 https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds https://x.com/californiapost/status/2064362900098048386
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