Podcasts about Producer price index

Price index

  • 189PODCASTS
  • 596EPISODES
  • 23mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • May 21, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about Producer price index

Show all podcasts related to producer price index

Latest podcast episodes about Producer price index

The Paychex Business Series Podcast with Gene Marks - Coronavirus
Producer Price Index Worrisome, World Cup Pitch on Tipping, Claude SMB Training

The Paychex Business Series Podcast with Gene Marks - Coronavirus

Play Episode Listen Later May 21, 2026 10:46


A sharp spike up to 6% for the Producer Price Index has podcast host Gene Marks expressing concern over the pending price hikes for goods for the remainder of 2026. He offers some suggestions to help employers and their employees. As the World Cup soccer tournament nears its start in North America, one U.S. host city's restaurant group is proposing a mandatory tip percentage so staff don't get stiffed by visitors from non-tipping cultures. And Anthropic launches Claude for Small Business, which Gene notes is a great way to help implement AI. Listen to the podcast.   Topics: 00:00 – Introduction 00:51 – Producer Price Index Spikes 03:50 – Tipping Proposal for World Cup Events 06:48 – AI Training by Claude for Small Business 09:24 – Episode Wrap-up Additional Resources Meet Paychex: https://bit.ly/3VtM6bs DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

America's Truckin' Network
America's Truckin' Network -- 5/14/26

America's Truckin' Network

Play Episode Listen Later May 14, 2026 45:46 Transcription Available


Kevin covers and discusses the following stories: due to the time difference in Beijing, President Trump and Chinese President Xi are currently meeting and pundits are discussing what might or might not be discussed; the U.S. Bureau of Labor Statistics released the Producer Price Index and Core Producer Price Index; within the Consumer Price Index discussed yesterday, electricity demand is a big factor; President Trump is floating the idea of a federal gas and diesel tax holiday, pushback is coming from unlikely sources; Oil and gas prices continue their wild ride while waiting on results from Beijing and interest rates; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

700 WLW On-Demand
America's Truckin' Network -- 5/14/26

700 WLW On-Demand

Play Episode Listen Later May 14, 2026 45:46 Transcription Available


Kevin covers and discusses the following stories: due to the time difference in Beijing, President Trump and Chinese President Xi are currently meeting and pundits are discussing what might or might not be discussed; the U.S. Bureau of Labor Statistics released the Producer Price Index and Core Producer Price Index; within the Consumer Price Index discussed yesterday, electricity demand is a big factor; President Trump is floating the idea of a federal gas and diesel tax holiday, pushback is coming from unlikely sources; Oil and gas prices continue their wild ride while waiting on results from Beijing and interest rates; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

The Dividend Cafe
Wednesday - May 13, 2026

The Dividend Cafe

Play Episode Listen Later May 13, 2026 7:06


Brian Szytel recaps a mixed market day on Wednesday, May 13: the Dow fell about 67 points while the S&P rose nearly 0.6% and the Nasdaq gained 1.2%, led by semis even as many software names sold off; rates and energy prices ticked higher amid ongoing Middle East unrest and uncertainty around a ceasefire. The key economic event was a much hotter-than-expected Producer Price Index, with headline PPI up 1.4% (vs. 0.7% expected) and core PPI up 1.0% (vs. 0.3%), leaving year-over-year headline at 6% and core at 5.2%, driven largely by services and broad demand, with tariffs, stimulus, and lower interest rates also cited. He notes these inflation readings complicate Fed policy as Warsh arrives and Powell's term ends the 15th. The Ask TBG segment explains time value of money and why longer horizons can justify higher volatility for higher expected returns. 00:00 Market Wrap Overview 00:18 Tech Leads and Rates Rise 00:37 Middle East Tensions and Oil 01:15 Hot PPI Inflation Surprise 02:21 What's Driving Prices 03:24 Fed Constraints and Policy Outlook 03:48 Ask TBG Time Value Money 04:58 Closing Thoughts and Tomorrow Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Market Talk
Midday Commentary 5-13-26- Arlan Suderman

Market Talk

Play Episode Listen Later May 13, 2026 5:47


Grain markets are mixed and quieter on Wednesday while we examine new Producer Price Index data and await any news from the Trump/Xi meeting in China. Arlan Suderman with StoneX joins us for analysis of the grain, livestock and outside markets at midweek. ***Always remember the risk of trading futures and options can be substantial.

Mind the Macro
Dancing in the Dark

Mind the Macro

Play Episode Listen Later Apr 18, 2026 23:54


This week's data offered a mixed but telling picture of the American economy, spanning the Beige Book, fresh readings on inflation and housing, and a further climb in equity markets. Housing, often a bellwether of cyclical momentum, continued to soften. Existing home sales fell short of expectations, while the Housing Market Index also declined, underscoring waning confidence among builders. Inflation, as measured by the Producer Price Index, surprised to the downside on the headline figure, though recent month over month gains suggest underlying pressures remain uncomfortably firm. The Beige Book, drawing on regional Federal Reserve surveys, described an economy marked by subdued growth, rising inflation expectations, and elevated uncertainty linked in part to the war in Iran. Against this backdrop, equity markets have staged a relief rally, pushing major indices to fresh highs. Yet the character of the advance is notable. Unlike earlier phases of recovery, leadership has not come from cyclically sensitive or higher risk assets, but from companies perceived as higher quality and more resilient, often benefiting from structural tail winds. The shift points to a market that is advancing, but with caution, as investors seek shelter even while bidding prices higher, betraying a lingering unease about the durability of the expansion and the path ahead.

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday April 17, 2026

Landaas & Company Money Talk Podcast

Play Episode Listen Later Apr 17, 2026 22:20


Advisors on This Week's Show Kyle Tetting Dave Sandstrom John Sandstrom (with Max Hoelzl,Joel Dresang, engineered by Jason Scuglik) Week in Review (April 13-17, 2026) Significant Economic Indicators & Reports Monday Housing sales stayed “sluggish” in March amid the weakest market in more than 30 years, according to the National Association of Realtors. The annual sales rate dipped another 3.6% from February to 3.98 million, 1% lower than the year before. The trade group blamed elevated mortgage rates and continued lack of inventory. Another 300,000 to 500,000 houses would be needed in addition to the 1.4 million already for sale to reach the historic balance between supply and demand, the group said. The imbalance has resulted in price increases. The median sales price rose 1.6% from the year before to a record $408,880 in March. The Realtors estimated that rising prices have increased the typical homeowner’s wealth by $128,100 since 2000. Tuesday The Bureau of Labor Statistics reported that wholesale inflation rose 0.5% in March, as prices on goods increased while services were unchanged. An 8.5% jump in energy prices, including nearly 16% in gasoline, accounted for the bulk of the rise in the cost of goods. The Producer Price Index advanced 4% from the year before, the steepest increase in more than three years. Excluding volatile prices for food, energy and trade services, the core PPI rose 0.2% from February and was up 3.6% from the year before, the most since November. Wednesday No major announcements Thursday The four-week moving average for initial unemployment claims rose for the seond week in a row following five weeks of no increases. The indicator of employers' willingness to let workers go remained 42% below the all-time average, dating to 1967, according to Labor Department data. Total claims for jobless benefits fell 4% from the week before to 1.9 million, which was 3% off from where it was the year before. Industrial production sank in March for the first time in four months as output from mines, utilities and manufacturing all declined. The Federal Reserve Board said overall production fell 0.5%, although it was up 2.4% through the first quarter and was 0.7% ahead of where it stood in March 2025. Factory production dropped 0.1% from February on broad declines led by automotive, which were partly offset by increased output from construction supplies as well as defense and space equipment. Industries' capacity utilization rate fell slightly from February and stayed below its 54-year average, suggesting higher prices weren't imminent. Friday No major announcements Market Closings for the Week Nasdaq – 24468, up 1566 points or 6.8% S&P 500 – 7126, up 309 points or 4.5% Dow Jones Industrial Average – 49448, up 1531 points or 3.2% 10-year U.S. Treasury Note – 4.25%, down 0.08 point

America's Truckin' Network
America's Truckin' Network -- 4/15/26

America's Truckin' Network

Play Episode Listen Later Apr 15, 2026 46:16 Transcription Available


Kevin covers and discusses the following topics and stories: it's tax day, of course he has an opinion on this! The National Association of Realtors reported March Existing Home Sales; the U.S. Bureau of Labor Statistics released the Producer Price Index and Core Producer Price Index; oil and gas prices react to the Iranian Ports blockade; Kevin has the details, digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

the session with Londa and David
Echo Chambers, Markets, and Moving Through Hard Things

the session with Londa and David

Play Episode Listen Later Apr 15, 2026 37:18


In this deeply personal and insight-rich conversation, Londa and David blend real-life vulnerability with practical perspective. They start light—with working from home, integrating life and business, and the joy of small daily rituals—then pivot into a clear explanation of recent market moves tied to oil prices, the Strait of Hormuz, and the Producer Price Index. From there, they unpack how curated social media and partisan news have turned many people's information diet into an echo chamber, and why intentionally seeking diverse views is critical to clear thinking and decision-making. Finally, they open up about their granddaughter Lucy's devastating medical diagnosis, the loss of two other grandchildren, and how routines, community, and “loving your people” are helping them navigate grief while still showing up for their work and clients. #MarketMindset #LeadershipInRealLife #BeyondTheEchoChamber #ResilientEntrepreneur #LifeAndBusiness Three Business-Focused Takeaways 1. Diversify Your Information, Not Just Your Portfolio Relying on a single news source—or worse, a single social media feed—puts leaders in a dangerous echo chamber. Proactively seeking multiple viewpoints (financial news, different networks, long-form analysis) leads to better strategic decisions in volatile markets. 2. Routines Are a Stability Strategy, Not Just “Self-Care” In seasons of crisis (family health, moves, uncertainty), consistent routines—workouts, workflows, daily habits—become operational anchors. They protect your mental bandwidth so you can keep serving clients, leading teams, and making clear business decisions when emotions run high. 3. A Big, Diverse Network Is a Business Asset Having a wide, varied community isn't just emotionally supportive; it's professionally powerful. Diverse relationships expose you to new ideas, perspectives, and opportunities you'd never see inside a narrow circle, making you a more adaptive, well-rounded leader and business owner.

Launch Financial with Brad Sherman.
Ep. 274 Launch Financial- Utilizing Your Tax Return To Improve Your Financial Plan

Launch Financial with Brad Sherman.

Play Episode Listen Later Apr 15, 2026 10:23


Overview: Tune into this week's episode of Launch Financial as we break down a strong week in the markets, with stocks continuing to surge amid growing investor optimism around the potential end of the Iran war. We're also keeping a close eye on key economic data, including the latest Producer Price Index report, along with fresh insights on the consumer coming from major bank earnings throughout the week. On the financial planning side, with Tax Day here, we discuss how to use your 2025 tax return as a planning tool, helping you fine-tune your strategy and realign your financial roadmap for the rest of the year. Show Notes:

700 WLW On-Demand
America's Truckin' Network -- 4/15/26

700 WLW On-Demand

Play Episode Listen Later Apr 15, 2026 45:49


Kevin covers and discusses the following topics and stories: it's tax day, of course he has an opinion on this! The National Association of Realtors reported March Existing Home Sales; the U.S. Bureau of Labor Statistics released the Producer Price Index and Core Producer Price Index; oil and gas prices react to the Iranian Ports blockade; Kevin has the details, digs into the details, puts the information into historical perspective, offers his insights and opinions.

700 WLW On-Demand
America's Truckin' Network -- 4/15/26

700 WLW On-Demand

Play Episode Listen Later Apr 15, 2026 46:16 Transcription Available


Kevin covers and discusses the following topics and stories: it's tax day, of course he has an opinion on this! The National Association of Realtors reported March Existing Home Sales; the U.S. Bureau of Labor Statistics released the Producer Price Index and Core Producer Price Index; oil and gas prices react to the Iranian Ports blockade; Kevin has the details, digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Bob Sirott
Will earnings indicate what the Fed will do with interest rates?

Bob Sirott

Play Episode Listen Later Apr 14, 2026


Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to discuss strategies for investors, an update on the tech stocks, and the importance of the Producer Price Index. He also talks about whether earnings numbers will reflect what the Fed will do with interest rates and an update on […]

The Charlie James Show Podcast
Hour 1 - Hour 1 covers Swalwell's scandal, cooling inflation, the Spartanburg tragedy, and the Iran blockade.

The Charlie James Show Podcast

Play Episode Listen Later Apr 14, 2026 31:28


In Hour 1 of The Charlie James Show, the program dives into the rapid political fallout of Representative Eric Swalwell's resignation and the unexpected relief provided by a cooling Producer Price Index. The broadcast then shifts to a devastating tragedy in Spartanburg involving the death of two children in a crash involving an undocumented immigrant, before concluding with a sharp critique of the U.S. naval blockade on Iran as it nears a critical breaking point.

Market Talk
Midday Commentary 4/14/26- Arlan Suderman

Market Talk

Play Episode Listen Later Apr 14, 2026 6:39


Wheat and cattle are trading higher on Tuesday while corn and soybeans are quietly mixed. Crude oil is under pressure and the latest Producer Price Index data is out. We talk inflation, headlines and market action with Arlan Suderman from StoneX in our Midday Commentary for Tuesday, April 14th, 2026.

The Charlie James Show Podcast
The economy is still the forefront, inflation producer price index lower than expected

The Charlie James Show Podcast

Play Episode Listen Later Apr 14, 2026 10:55


The economy continues to dominate national attention as the latest Producer Price Index (PPI) data offers a rare moment of relief, coming in significantly cooler than market forecasts. Despite the backdrop of geopolitical instability in the Middle East driving a massive 8.5% surge in energy costs, the core PPI—which excludes volatile food and energy—rose by a mere 0.1%, its lowest jump since last summer. This divergence suggests that while supply shocks are hitting the gas pump, underlying inflationary pressures in the broader manufacturing and service sectors may finally be losing steam. For investors and consumers alike, the report provides a needed reprieve from "wholesale blowout" fears, even as the Federal Reserve remains cautious about declaring a total victory over rising costs.

Kyle Talks
(#192) Ficonomy: Fed Rates, Inflation & Oil Prices - What It Means for You

Kyle Talks

Play Episode Listen Later Mar 21, 2026 41:48


Send us Fan MailThis week on Ficonomy, we're breaking down three major economic updates that could directly impact your everyday life — from your grocery bill to your gas tank to your borrowing costs.Instead of reacting to headlines, we're focusing on what actually matters:What the Federal Reserve's latest meeting tells us about interest ratesWhat new inflation data is signaling behind the scenesWhy rising oil prices could affect more than just gasIf you've been wondering why things still feel expensive — or what might be coming next — this episode is for you.As always, the goal of Ficonomy is simple: Break it down. Make it clear. Help you act.What We Cover:  The Fed MeetingWhy the Federal Reserve is holding steadyWhat this means for interest rates, loans, and credit cardsWhy we're still in a “wait and see” economy Inflation (PPI Data)What the Producer Price Index actually measuresWhy this matters before prices hit consumersWhat early signals are telling us about future costs Oil Prices RisingWhat's driving oil prices higher right nowHow global events impact your walletWhy oil affects more than just gas pricesThis week's data points to one thing:We're not in a crisis — but we're not fully in the clear either.That means:Interest rates may stay higher for longerPrices may not drop as quickly as people hopeExternal factors (like oil) can still push costs upPractical TakeawaysBe cautious with high-interest debtTake advantage of high-yield savings while rates are elevatedKeep a buffer in your budget for fluctuating costsStay disciplined — this is not the time to get careless financiallyFinal ThoughtYou don't need to predict the economy to be prepared for it. You just need to stay consistent, disciplined, and informed.Support the show

Landaas & Company Money Talk Podcast
Money Talk Podcast, Friday March 20, 2026

Landaas & Company Money Talk Podcast

Play Episode Listen Later Mar 20, 2026 20:34


Advisors on This Week's Show Tom Pappenfus Dave Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (March 16-20, 2026) Significant Economic Indicators & Reports Monday U.S. industrial production rose 0.2% in February, following a 0.7% gain in January, according to the Federal Reserve. Manufacturing output also increased 0.2%, led by automotive products. In the last year, total production advanced 1.4% while manufacturing rose 1.3%. The capacity utilization rate, considered a leading indicator of inflation, was unchanged in February, staying at 76.3%, well below the long-term average. Tuesday Prospects for home sellers brightened slightly in February with a bump up in the pending home sales index from the National Association of Realtors. The trade group said its index rose 1.8% from January and 0.8% from the year before, though it still stood about 28% below the 2001 index, which the Realtors consider to be a normal sales level. The association credited improved affordability for the rise in pending sales. It also said affordability could be threatened by a “sluggish” job market and rising energy costs stemming from the war in Iran. Wednesday Wholesale inflation rose more than analysts expected in February with the highest jump in goods prices since August 2023. The Bureau of Labor Statistics said its Producer Price Index rose 0.7% from January. It was up 3.4% from the year before, the most in a year. Excluding volatile prices for food, energy and trade services, the core PPI rose 0.5% from January and was 3.5% higher than the year before. Demand for U.S. manufactured goods rose in January for the fourth time in six months. The Commerce Department reported that new orders for factory goods grew by 0.1% from December and were 3.5% ahead of their level in January 2025. Gains were led by commercial aircraft orders, which offset declines in automotive and military aircraft. Excluding the volatile transportation category, orders rose 0.4% for the month and 0.6% for the year. Core capital goods orders, a proxy for business investments, rose 0.1% from December and 2.9% from the year before. As widely anticipated, the policy-making committee of the Federal Reserve Board voted to hold short-term interest rates steady. After a two-day meeting, the Federal Open Market Committee noted that inflation continued to run above the Fed’s 2% target, although the economy appeared to be expanding at a solid pace and the labor market showed little change since the last meeting. Thursday The four-week moving average for initial unemployment claims fell for the third time in four weeks to 42% below its average since 1967. The Labor Department report suggested continued reluctance among employers to let workers go. Total jobless claims dropped 3.4% from the week before to just under 2.2 million, which was 0.3% behind the same time in 2025. The market for new houses sank to its slowest pace in more than three years in January. The annual rate of new residential sales fell nearly 18% from December and was the lowest since October 2022, the Commerce Department reported. As a result, the inventory of unsold new houses rose to a 9.7 months' supply. The median price for a new house fell 6.8% from the year before to $400,500. Friday No major announcements Market Closings for the Week Nasdaq – 21648, down 458 points or 2.1% S&P 500 – 6506, down 126 points or 1.9% Dow Jones Industrial Average – 45577, down 981 points or 2.1% 10-year U.S. Treasury Note – 4.39%, up 0.11 point

The Peter Schiff Show Podcast
Fed ADMITS They're TOTALLY WRONG About Inflation

The Peter Schiff Show Podcast

Play Episode Listen Later Mar 19, 2026 60:14 Transcription Available


The Fed just admitted inflation is spiraling out of control while refusing to do the one thing that actually works—raise rates—and Powell is banking on hope and fantasy to save the economy, but here's why today's gold selloff is the buying opportunity of a lifetime.- This episode is sponsored by InvestingPRO. Get 55% o

America's Truckin' Network
America's Truckin' Network 3/18/26

America's Truckin' Network

Play Episode Listen Later Mar 19, 2026 40:57 Transcription Available


Kevin covers the following stories: the Federal Reserve announces their decision on interest rates; the U.S. Bureau of Labor Statistics reported the Producer Price Index and Core Producer Price Index; the U.S. Commerce Department's Census Bureau reported New Factory Orders; this past Monday, the U.S. Transportation Department's, rules regarding asylum seekers, refugees, DACA recipients obtaining CDLs went into effect; Kevin has the details, sifts through the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

Learn to Swing Trade the Stock Market
The Vegetable Shock: PPI, Powell's Denial, and What Stagflation Means for Your Trades

Learn to Swing Trade the Stock Market

Play Episode Listen Later Mar 19, 2026 15:54


This episode comes directly from the Wednesday update that members inside the DTA community receive. In this update we discuss: Inflation just got more aggressive, and today's PPI report proves it. We break down the February 2026 Producer Price Index data, why a 48.9% spike in vegetable prices is more than a blip, and what Jerome Powell's careful word choice is really telling us about the state of the economy.In this episode:​Why PPI came in at 0.7% — more than double expectations — and what's driving it.​The "perfect storm" of weather, tariffs, and labor shortages is hitting food prices.​Powell's "pincer move" explanation and why he's refusing to use the word stagflation.​The 10-year Treasury yield is hitting 4.25% and why. ​Earnings breakdown: Micron's massive AI-driven beats the forecast. ​SPY and QQQ key levels — why the market is bearish but still highly tradeable.​The two catalysts that could flip the inflation narrative. Subscribe to The Disciplined Traders Podcast for market breakdowns, trading education, and no-nonsense analysis.

700 WLW On-Demand
America's Truckin' Network 3/18/26

700 WLW On-Demand

Play Episode Listen Later Mar 19, 2026 40:59


Kevin covers the following stories: the Federal Reserve announces their decision on interest rates; the U.S. Bureau of Labor Statistics reported the Producer Price Index and Core Producer Price Index; the U.S. Commerce Department's Census Bureau reported New Factory Orders; this past Monday, the U.S. Transportation Department's, rules regarding asylum seekers, refugees, DACA recipients obtaining CDLs went into effect; Kevin has the details, sifts through the data, puts the information into historical perspective, offers his insights and opinions.

700 WLW On-Demand
America's Truckin' Network 3/18/26

700 WLW On-Demand

Play Episode Listen Later Mar 19, 2026 40:57 Transcription Available


Kevin covers the following stories: the Federal Reserve announces their decision on interest rates; the U.S. Bureau of Labor Statistics reported the Producer Price Index and Core Producer Price Index; the U.S. Commerce Department's Census Bureau reported New Factory Orders; this past Monday, the U.S. Transportation Department's, rules regarding asylum seekers, refugees, DACA recipients obtaining CDLs went into effect; Kevin has the details, sifts through the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.

Wintrust Business Lunch
Noon Business Lunch 3/18/26 – Terry Savage: Why Fed can't cut interest rates now

Wintrust Business Lunch

Play Episode Listen Later Mar 18, 2026


Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the unexpected Producer Price Index reading, the market not making big headlines, why it could be time to rebalance your portfolio, and why the Fed can’t cut interest rates. Terry also answers all of your financial questions.

Mind the Macro
Inflation Intensifies Amid Credit Cracks

Mind the Macro

Play Episode Listen Later Feb 28, 2026 23:44


On this week's episode, we examine signs that inflationary pressures are proving more stubborn than many had hoped. January's Producer Price Index surprised to the upside, with headline prices rising 0.5 per cent over the month and the measure excluding food and energy increasing 0.8 per cent. We discuss why these pressures are likely to filter into the forthcoming Personal Consumption Expenditures data, particularly in goods, and what that means for the broader inflation narrative. We also turn to markets, where Nvidia delivered earnings and revenues ahead of expectations, yet saw its shares fall sharply. The reaction, we argue, reflects mounting unease about the scale and sustainability of capital expenditure plans among the largest cloud providers. Data centers require enormous amounts of electricity, and questions about power availability raise doubts about whether projected demand for advanced chips can be fully realized. Finally, we explore the collapse of Market Financial Solutions in London. Following recent failures in other credit focused firms, the episode highlights the risks embedded in years of generous liquidity and looser underwriting standards. As financial conditions tighten, the vulnerabilities created during the boom are becoming harder to ignore.

The Financial Exchange Show
Inflation Surprise: Is the Fed's Easing Path in Trouble?

The Financial Exchange Show

Play Episode Listen Later Feb 27, 2026 38:32 Transcription Available


Mike Armstrong and Marc Fandetti react to a hotter-than-expected Producer Price Index report that rattled markets and raised fresh questions about the Federal Reserve's timeline for rate cuts. With core wholesale prices surging well above forecasts, the hosts examine whether inflation is reaccelerating — or whether the data is simply a volatile outlier.The hour also explores growing concentration risk in the S&P 500, the heavy weighting of mega-cap tech stocks, and whether AI-driven disruption headlines — including mass layoffs at Block — are more marketing than macro reality.

The Financial Exchange Show
Mortgage Rates Hit 6% — Is the Housing Market About to Explode?

The Financial Exchange Show

Play Episode Listen Later Feb 27, 2026 38:32 Transcription Available


Mike Armstrong and Marc Fandetti react to a hotter-than-expected Producer Price Index report that extended the market selloff and pushed investors to reassess the path of inflation and interest rates. With the 10-year Treasury dipping below 4% and mortgage rates nearing 6%, they debate whether falling rates can revive housing — or if broader growth concerns are the bigger story.The hour also features CNBC's Michael Santoli on the AI-driven market rotation and what could reignite momentum in big tech, plus analysis of Paramount's blockbuster acquisition of Warner Bros. Discovery, Berkshire Hathaway's new stake in The New York Times, and renewed concerns about risks building in private credit markets.

TrendsTalk
Hot PPI, Falling Yields, and New Tariffs: Is the Fed Staying Put? | Fed Watch

TrendsTalk

Play Episode Listen Later Feb 27, 2026 4:37


This week on Fed Watch, ITR Economist and Speaker Connor Locar breaks down January's hotter-than-expected Producer Price Index report and what it means for interest rates as we head into March. With inflation data coming in warm and money supply growth accelerating at the fastest pace in nearly four years, the likelihood of a near-term rate cut appears to be fading. At the same time, bond yields are dipping below 4 percent, raising new questions about growth expectations and market sentiment. Add in the latest 10 percent tariff action under Section 122 of the 1974 Trade Act, and businesses are once again facing pricing uncertainty. If you are trying to plan capital spending, manage borrowing costs, or protect margins in an environment of persistent inflation pressure, this episode will help you frame what matters most right now. Are markets signaling confidence, or concern?

Vertical Research Advisory
VRA Podcast: Tracking Bull Market Momentum Despite February's Volatility - Kip Herriage - February 27, 2026

Vertical Research Advisory

Play Episode Listen Later Feb 27, 2026 18:31


In today's episode, host Kip breaks down a rollercoaster week in the markets as February wraps up with a downturn—but that's not the whole story. Kip explores why, despite a rocky finish to the month, he's bullish heading into March and April, historically two of the best months for investors. You'll hear Kip address the recent inflation concerns and why a spike in the Producer Price Index might not be cause for alarm. He explains how strong corporate health, all-time high liquidity, and robust home equity levels set today's market apart from past crises—making comparisons to 2008 more myth than reality. Tune into today's podcast to learn more. 

America's Truckin' Network
America's Truckin Network -- 2/3/26

America's Truckin' Network

Play Episode Listen Later Feb 3, 2026 45:06 Transcription Available


Another Government shutdown is upon us; the U.S. Labor Department released the Producer Price Index; S&P Global U.S. Manufacturing Purchasing Managers Index has been released including-new orders, production, employment, supplier deliveries, etc.; Amazon announces Corporate job cuts; oil prices react to geopolitical events, a stronger dollar, milder U.S. weather forecasts and OPEC+ production announcements; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.  

America's Truckin' Network
America's Truckin Network -- 2/3/26

America's Truckin' Network

Play Episode Listen Later Feb 3, 2026 45:06


Another Government shutdown is upon us; the U.S. Labor Department released the Producer Price Index; S&P Global U.S. Manufacturing Purchasing Managers Index has been released including-new orders, production, employment, supplier deliveries, etc.; Amazon announces Corporate job cuts; oil prices react to geopolitical events, a stronger dollar, milder U.S. weather forecasts and OPEC+ production announcements; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.  See omnystudio.com/listener for privacy information.

700 WLW On-Demand
America's Truckin Network -- 2/3/26

700 WLW On-Demand

Play Episode Listen Later Feb 3, 2026 45:06 Transcription Available


Another Government shutdown is upon us; the U.S. Labor Department released the Producer Price Index; S&P Global U.S. Manufacturing Purchasing Managers Index has been released including-new orders, production, employment, supplier deliveries, etc.; Amazon announces Corporate job cuts; oil prices react to geopolitical events, a stronger dollar, milder U.S. weather forecasts and OPEC+ production announcements; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.  See omnystudio.com/listener for privacy information.

Real Estate News: Real Estate Investing Podcast
Inflation Pressures Build as Trump Taps Kevin Warsh to Lead the Fed

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Jan 31, 2026 3:49


Inflation pressures are resurfacing—and the Federal Reserve may be headed for a major shakeup. In today's episode, Kathy Fettke breaks down the latest Producer Price Index report, which shows wholesale prices rising faster than expected in December, driven entirely by persistent services inflation. While goods prices remain flat, the data suggests underlying inflation pressures are proving stubborn—complicating expectations for near-term interest rate cuts. Then, in breaking news, President Donald Trump announces his plan to nominate former Fed governor Kevin Warsh as the next chair of the Federal Reserve, replacing Jerome Powell when his term expires. Markets react swiftly, raising new questions about interest rates, Fed independence, and what this leadership change could mean for investors. This episode connects the dots between inflation data, monetary policy, and real-world impacts on mortgage rates, borrowing costs, and real estate investing strategy—so you can stay informed in an increasingly uncertain economic environment.

Market Talk
Midday Commentary 1/30/26- Arlan Suderman

Market Talk

Play Episode Listen Later Jan 30, 2026 6:00


Markets are mostly lower at midday Friday as we close out the month of January. Arlan Suderman, Chief Commodities Economist with StoneX, joins us to discuss the new Producer Price Index data along with the new Fed Chair nominee, end of month grain and livestock trade and much more.

The Jon Sanchez Show
Earnings, Inflation, and the Energy Sector: A Market Update

The Jon Sanchez Show

Play Episode Listen Later Jan 15, 2026 33:19


In this episode of the Jon Sanchez Show, Jason Gaunt fills in for John Sanchez, who is under the weather. Gaunt provides a comprehensive market update, discussing the recent performance of major indices, including the Dow, S&P, and NASDAQ, which all experienced declines. He delves into the implications of recent economic data, including the Producer Price Index and retail sales figures, highlighting concerns about inflation and interest rates. Gaunt emphasizes the market's reaction to earnings reports from major banks, noting that despite decent results, stocks fell due to broader market anxieties and the need for more positive news to sustain growth.The conversation shifts to the impact of geopolitical events, particularly regarding Iran and tariffs, and how these factors contribute to market volatility. Gaunt also discusses the energy sector's performance, suggesting a potential shift towards energy investments. He concludes with insights from BlackRock's market outlook, emphasizing the importance of diversifying portfolios and being cautious about future earnings expectations. Overall, the episode provides listeners with a detailed analysis of current market conditions and strategic investment considerations.Chapters00:00 Introduction and Market Overview00:56 Economic Data and Market Reactions04:32 Earnings Reports and Financial Sector Insights07:39 Geopolitical Events and Market Impact11:36 Energy Sector Performance and Investment Strategies18:36 BlackRock's Market Outlook and Future Expectationsmarket update, economic data, interest rates, inflation, earnings reports, energy sector, investment strategy, geopolitical events, BlackRock outlook

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

The latest wave of delayed government data is finally in, and it's helping the CRE community reestablish a clearer view of the economy heading into 2026. Join Omar and Cole as they interpret new banking, retail, PPI, and sentiment indicators, translating them into implications for capital availability, demand, and development pipelines. Key Moments:01:12 Quarterly Banking Profile insights05:49 Commercial real estate lending trends10:36 Retail sales and economic indicators13:02 Producer Price Index analysis15:07 Federal Reserve's Beige Book highlights22:42 Consumer Confidence and GDP Nowcast28:11 Upcoming data releases and final thoughts Resources Mentioned:FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profileUS Bureau of Labor and Statistics Producer Price Index - https://www.bls.gov/pPI/US Census Bureau Advance Retail Trade Report - https://www.census.gov/retail/sales.htmlFederal Reserve Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htmThe Conference Board US Consumer Confidence Index - https://www.conference-board.org/topics/consumer-confidence/index.cfmGDP Now - https://www.atlantafed.org/cqer/research/gdpnowUS Commercial Real Estate Transaction Analysis – Q3 2025 - https://www.altusgroup.com/insights/us-commercial-real-estate-transaction-analysis-q3-2025Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

Real Estate News: Real Estate Investing Podcast
September PPI, Retail Sales, Inflation & Delayed Government Data: What It Means for Investors

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Nov 28, 2025 2:55


September's economic data is finally out—despite government shutdown delays—and it offers a mixed but important look at inflation, spending, and what's coming next for interest rates. In this episode, Kathy breaks down the latest Producer Price Index showing cooling core wholesale inflation, rising energy costs, and how retail sales held up in September. She also explains what the delayed CPI and PPI reports mean for market volatility, Fed decisions, and real estate investors heading into year-end. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Source:  https://www.cnbc.com/2025/11/25/core-wholesale-prices-rose-less-than-expected-in-september-retail-sales-gain.html 

On Investing
Where Do Public & Private Markets Converge? (With Steven Meier)

On Investing

Play Episode Listen Later Sep 12, 2025 43:27


This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze the broader economic context of the job revisions, the importance of indicators like the Producer Price Index, and the impact of global market volatility. Then, Steven Meier joins the show. He is the Deputy Comptroller and Chief Investment Officer for the New York City retirement systems. Liz Ann and Kathy discuss his role, the importance of education for retirement plan participants and trustees, the convergence of public and private markets, and the challenges of inflation and liquidity management. Meier shares his thoughts on particular investment strategies, mainly in private equity and fixed income, while also addressing the current state of the public markets and the impact of AI on future investments. The discussion highlights the complexities of asset allocation and the importance of understanding market dynamics.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Currency trading is speculative, very volatile and not suitable for all investors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.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.(0925-CPRL)

America's Truckin' Network
America's Truckin Network -- 9/11/25

America's Truckin' Network

Play Episode Listen Later Sep 11, 2025 45:16 Transcription Available


Kevin covers the following stories: the U.S. Labor Department reported the Producer Price Index and Core Producer Price Index; how some in the media are covering the same news; The National Federation of Independent Business Optimism Index was released; the American Trucking Associations published the 2025 edition of American Trucking Trends; Transportation groups sent a letter to House and Senate transportation leaders detailing Highway Bill priorities; Kevin has the details, digs into the details, puts the information in historical perspective, offers his insights and an opinion or two. Kevin points out the various economic and geopolitical events affecting oil and gas prices.

The Dividend Cafe
Wednesday - September 10, 2025

The Dividend Cafe

Play Episode Listen Later Sep 10, 2025 7:06


Market Volatility and Inflation Insights: A Mid-Week Market Recap In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida, with a mid-week market update recorded on Wednesday, September 10. The recap highlights mixed performance across markets as a result of the latest Producer Price Index (PPI) numbers, which showed a surprising decline of 0.1% against the expected 0.3% increase. The DOW fell by 0.5%, while the S&P 500 and Nasdaq registered minor gains and flat performance, respectively. The segment also delves into the significant decrease in year-over-year inflation rates and previews upcoming key economic data, including the Consumer Price Index (CPI) and initial jobless claims. Additionally, the script addresses concerns regarding high market valuations and the prudent approach to market exposure. Brian also references historical market behavior to caution against rash decisions based on short-term indicators. 00:00 Introduction and Market Overview 00:56 Producer Price Index and Market Reactions 02:13 Upcoming Economic Indicators 02:25 Labor Market Insights 03:07 Valuations and Market Strategies 05:52 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Marc Cox Morning Show
Nichole Murray - UFO Testimony, Market News & “Philly Karen”

The Marc Cox Morning Show

Play Episode Listen Later Sep 10, 2025 9:53


Nichole Murray joins Marc Cox and Dan Buck to discuss new UFO/UAP testimony in Congress, including a video of an unexplained flying object and speculation from military experts about possible extraterrestrial technology. In In Other News to wrap the hour, they highlight stock market futures, Singapore's new defense aircraft, Producer Price Index expectations, U.S. Steel changes, Shake Shack menu updates, and the viral “Philly Karen” story

The Brian Mudd Show
How Low Can Stocks & Crypto Go? September 8th, 2025

The Brian Mudd Show

Play Episode Listen Later Sep 8, 2025 4:01 Transcription Available


This week features a slew of economic data that will surely move markets. The data include the ever-important Consumer and Producer Price Index reports for August demonstrating the latest inflation rates for consumers and businesses. Also, geopolitical matters will remain on the radar of investors as well as any hope of peace between Russia and Ukraine seemingly evaporated over the weekend as Russia launched the largest air attack on Ukraine to date. That attack came following a meeting between Presidents Putin and Xi last week seemingly showing the continued closeness of the China-Russia alliance.  

Real Estate Espresso
The Lagging Economy

Real Estate Espresso

Play Episode Listen Later Aug 19, 2025 6:24


The headlines on the Wall Street Journal have been marvelling at the lack of inflationary pressure as a result of tariffs. The latest CPI announcement had the annualized rate at 2.7% against the backdrop of a weakening labor market. This is converging on the Fed's 2% target for inflation. We are looking at inflation because the Fed's interest rate policy is linked to balancing both price stability and maximizing employment. If inflation is too high, they raise rates in order to suppress demand. If unemployment is too high they lower rates to stimulate investment. Of course we know it is not just the rates which affect the economy, it's access to credit which is infinitely more important. We know that tariffs have been making headlines for most of this year. Tariffs have been in effect on a wide range of goods for many countries since April 1. There have been several delays to the implementation of tariffs which were designed to incentivize new trade deals with the US. Some of these have concluded and others like Canada and China are still in process. Last Friday the Producer Price Index was published and it showed that prices increase 0.9% for the month of July. That's a huge jump in a month. Is this all the result of tariffs? No. The services component of the PPI rose 1.1% and the goods component rose 0.7%. Tariffs are not the whole story. When I consider that companies need to maintain profitability, there are several ways they can do this. For example, retailers might hold the line on prices for goods that have tariffs attached to them. But I think the cost pressure from tariffs and the incentive to bring manufacturing to the US will have two effects.Any new manufacturing in the US will take time to implement. In the meantime, companies will have to find other ways to cut costs. If and when they do eventually bring new manufacturing to the US, it will be very highly automated to minimize the impact of higher wages in the US. With the advent of AI, manufacturers will be looking for ways to eliminate other positions in the company and reduce headcount to improve operating margins. The drive to save costs will accelerate the adoption of AI in companies and speed up the elimination of jobs. Strangely, this will have the opposite effect that the White House is hoping for. So if inflation ticks up as a result of tariffs, can the Fed do anything about it? The answer is a resounding NO. Raising interest rates won't make the tariffs go away. Increasing costs for businesses won't cause demand to fall enough to suppress prices. So the Fed would be rendered completely impotent to bring price stability from an artificial imposition of tariffs causing prices to increase. You see these economic models assume normal economic behaviour. But if the model doesn't explain the real situation on the ground, then at a certain point you have to abandon the computer simulation and look out the window to see what's happening.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

The A.M. Update
Obama DOJ Blocked Hillary Probe | Trump Cracks Down on Social Security Fraud | AOTMA | 8/15/25

The A.M. Update

Play Episode Listen Later Aug 15, 2025 23:26


Aaron McIntire wraps up the week with a bombshell from Just the News: FBI Director Kash Patel uncovers a 2017 memo revealing Obama DOJ's Sally Yates ordered a halt to a Hillary Clinton pay-to-play probe. Trump touts removing 275,000+ illegal aliens from Social Security, strengthening the system on its 90th anniversary. ICE's deportation efforts escalate in California, rattling Gavin Newsom, while Florida opens a new “Deportation Depot.” Joe Scarborough calls out Democrats for downplaying D.C.'s crime crisis, and producer price index spikes raise inflation concerns. Plus, the weekly “Ask or Tell Me Anything” segment tackles cigars vs. pipes, AI morality, and a liberal's Starbucks meltdown.   The A.M. Update, Obama DOJ, Hillary Clinton, Kash Patel, Social Security fraud, Trump deportation, Gavin Newsom, Deportation Depot, Joe Scarborough, D.C. crime, producer price index, inflation, ask or tell me anything, AI morality, Blaze TV

Moody's Talks - Inside Economics
Inflation Rundown

Moody's Talks - Inside Economics

Play Episode Listen Later Aug 15, 2025 79:35


It was a week headlined by crucial inflation data. The Inside Economics crew is joined by colleague Matt Colyar to dig into July's consumer price index. July's CPI was unsurprising, but that doesn't mean it was good. The group discusses why markets might have been too cheery about it and what they think inflation looks like in the coming months (see July's producer price index). Finally, some loquacious responses to a handful of listener questions. Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

The Tara Show
H4: Operation Southern Strategy: ICE Raids, Sanctuary Cities, and the Political Battle Over Immigration

The Tara Show

Play Episode Listen Later Aug 15, 2025 31:21


The host begins by analyzing a positive economic report on retail sales, which they argue defies media predictions that tariffs would negatively impact the economy. The host credits this consumer strength to historic wage gains for blue-collar workers and reduced competition. However, a small warning sign is noted in the Producer Price Index, which came in higher than expected. The host then broadly criticizes the American media for having a political agenda and consistently being wrong in their financial reporting. The monologue shifts to fiscal policy, where the host condemns what they view as out-of-control federal spending, highlighting a record high deficit and accusing Republicans of outspending Democrats. The host defends conservative lawmakers who have been criticized for pointing out these spending issues. The transcript then transitions to a discussion on law and order, specifically a new federal strategy to enforce immigration laws. The host references previous civil unrest and argues that a similar show of force is now being used to address illegal immigration and crime in sanctuary cities. This is illustrated by the DC mayor ending sanctuary policies and an ICE raid that took place outside a Gavin Newsom press conference in California. The host claims that Democrats are hypocritical for criticizing these actions, accusing them of protecting criminals and illegal immigrants because they view them as a voting base. The monologue concludes with a defense of a Democratic primary candidate, Mullins McNutt, whom the host claims is being unfairly attacked and is no "crazier" than other prominent Democrats like Adam Schiff or Karen Bass. The host connects the Democratic party's stance on crime to a desire to protect their voters, including those who are in the country illegally.

The Tara Show
Economic Strength, Political Squabbles, and the Dangers of Spending

The Tara Show

Play Episode Listen Later Aug 15, 2025 6:20


The host analyzes recent economic data, including a record high for retail sales, which they argue defies media predictions that tariffs would negatively impact the economy. The host attributes this consumer strength to job growth and historic wage gains for American workers. However, a warning sign is noted in the Producer Price Index, which came in much higher than expected, signaling potential future price increases. The monologue then pivots to political criticism, accusing the media of having a political agenda and consistently being wrong in their predictions. The host also criticizes Republican leaders in Congress for their spending habits, pointing to a record-high deficit and arguing that they are now outspending Democrats. The host concludes by stating that this level of spending is unsustainable and that some Republicans, such as Thomas Massie and Chip Roy, have been unfairly targeted for speaking the truth about the issue.

The David Pakman Show
8/14/25: Newsom's plan to end Trump presidency, Dems are finally fighting

The David Pakman Show

Play Episode Listen Later Aug 14, 2025 60:02


-- On the Show: -- Gavin Newsom unveils an aggressive redistricting strategy in California aimed at flipping House seats from Republicans to Democrats -- Gavin Newsom's California redistricting push is an example of Democrats matching Republican aggression with a clear plan to stop Donald Trump's second term agenda -- New data shows the Producer Price Index surging far beyond expectations signaling that higher business costs will soon hit consumers and complicate Federal Reserve rate cut plans -- Donald Trump delivers a series of rambling and contradictory comments on topics ranging from golf course grass to border wall construction to sanctions on Russia -- A string of disjointed remarks by Donald Trump raises questions about his coherence and focus after months of media attention on Joe Biden's mental fitness -- New figures show the federal budget deficit surging despite record tariff revenue as Donald Trump's economic promises collide with rising spending and slower growth -- Nebraska Republican Don Bacon publicly concedes that Donald Trump's tariffs have devastated his state's economy and slashed GDP by six percent -- Karoline Leavitt delivers a series of blunders on Fox News including falsely claiming Trump inherited a war from Joe Biden -- Eric Trump is fact checked on air for lying about Biden's market record and awkwardly defends profiting from the presidency alongside Donald Trump Jr -- On the Bonus Show: Democratic lawmakers who fled Texas plan their next move, MAGA is coming for legal marijuana, American drinking rates are declining, and much more...

The Dividend Cafe
Wednesday - August 13 , 2025

The Dividend Cafe

Play Episode Listen Later Aug 13, 2025 8:36


Market Insights: Follow-Through, Treasury Secretary Speaks, and Housing Resurgence In this August 13th episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides a detailed market update from Newport Beach, California. He discusses recent market trends, including significant market breadth with a six-to-one advance-decline ratio. Brian also covers Treasury Secretary Bessant's comments on a potential Fed rate cut and the search for new Fed candidates. He highlights the resurgence in the small-cap sector and notes an uptick in housing activity despite affordability challenges. Brian addresses a common query about The Bahnsen Group's ability to manage assets for international clients and previews forthcoming economic data releases, such as the Producer Price Index, retail sales, and consumer sentiment. 00:00 Introduction and Market Overview 00:47 Treasury Secretary's Comments on Fed Policy 01:46 Small Cap Sector Insights 02:29 Housing Market Trends 04:35 International Client Queries 06:01 Upcoming Economic Data 06:53 Conclusion and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Squawk on the Street
Big Bank Earnings Day 2, Nvidia CEO in China, Inflation Surprise 7/16/25

Squawk on the Street

Play Episode Listen Later Jul 16, 2025 43:42


Carl Quintanilla and Jim Cramer explored what to make of a second day of bank earnings, led by Bank of America, Goldman Sachs and Morgan Stanley. The chip sector's record run also in the spotlight, led by Nvidia trading at all-time highs. The anchors reacted to comments made by Nvidia CEO Jensen Huang in Beijing about doing business in China. The Producer Price Index for June comes in tamer than expected, showing wholesale inflation unchanged month-on-month. Also in focus: ASML drags chip equipment stocks lower, Johnson & Johnson jumps on earnings, President Trump from trade to your 401(K), crypto legislation vote watch. Squawk on the Street Disclaimer