Podcasts about retail sales

Today brings earnings from chip foundry giant TSM and Netflix, while data includes retail sales and jobless claims. Chips continue to whipsaw, but stocks are up so far this week. 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.

Kevin Hincks kicks off Thursday's trading session with a glimpse at the retail sales that show a still-resilient American consumer. On the other side of the Fed's dual mandate, he talks about the "low hire, low fire" jobs environment he sees offering some strength to the economic picture. TSMC's (TSM) gross margins added pressure to the stock and the global tech trade, which Kevin Hincks attributes to the selling action in the sector to start the day. He also notes GE Aerospace (GE) and its earnings. ======== 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

Amanda Lai breaks down the latest retail sales data, explaining how lower fuel prices, e-commerce growth, and Amazon's (AMZN) early Prime Day influenced the results. She also discusses the growing divide between higher- and lower-income consumers and what upcoming earnings from Walmart (WMT), Target (TGT), and Macy's (M) could reveal about the retail landscape.======== 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

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Friday'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 US-Iran conflict seems to be intensifying. Market responses don't reflect that yet however. In the US, initial jobless claims rose last week to 245,000 but this was less of a rise than seasonal factors can account for. There are now 1.85 mln people on these benefits, less than year-ago levels. US retail sales were up a healthy +8.4% in June from a year ago but virtually unchanged from May. If you take out cars and petrol, then the rise is +5.7% from a year ago, and a fall from May. Still good, but boosted by their claimed +3.5% inflation. Online sales of electronics goods were particularly strong, suggesting buyers were looking to get ahead of tariff and trade impacts. Meanwhile, new order levels reported in the Philly Fed's July factory survey were impressive. But this came with a fall-away in sentiment about the future, and with unusually high input cost inflation. More signs of stockpiling behaviour. And US petrol prices are rising again. US homebuilder sentiment fell in July in the NAHB survey. Not by a lot, but keeping it in the depressed state this sector has been in since the pandemic. They have an input cost problem too. The other side of this industry is in lackluster conditions too. Pending home sales fell in June from May, and came in slightly lower than year-ago levels. That was their biggest retreat in six months. The weakness was broad based across the whole country. In Canada, their June housing starts were -13% lower than year-ago levels. These were weak in Vancouver with a big fall-off in multiunit construction, but quite strong in Toronto. In Korea, their central bank raised its policy rate yesterday, raising it from 2.5% to 2.75%. This was as expected however. It was their first rise in more than three years as it grapples with inflationary pressure at least partially stemming from a faster economic expansion. Their previous change was a cut of -25 bps in May 2025. In Australia, the respected Melbourne Institute survey of inflation expectations has come in with a 4.7% July result after it's 5.5% in June after topping out at 5.9% in April. Australia's official inflation was 4.0% in May after topping out at 4.2% in April. Their June CPI is due to be released on Wednesday, July 29. Global container freight rates stayed very high last week even though they dipped -2% from the prior week. That leaves them +75% higher than year-ago levels. Meanwhile bulk freight rates were little-changed over the past week to be +55% higher than year-ago levels. The UST 10yr yield is now just on 4.57%, up +3 bps from this time yesterday.  Wall Street has started today with the S&P500 down -0.7% and the Nasdaq down -1.6%.  The price of gold has fallen to US$3984/oz, down -US$78 from yesterday. Silver is now just over US$55.50/oz, down -US$2 from yesterday. Oil prices are little-changed from yesterday at just on US$79/bbl in the US, while the international Brent price is still just under US$84.50/bbl. Hormuz transits have stayed low overnight There have been just 3 crude tankers and 8 cargo ships exiting over the past 24 hours (3 dark with transponders off) and 18 entering for new loads (5 dark) and almost all Iran-linked. More ships are exiting the Red Sea now, but much fewer want to enter. This rush out may be because Iran has told the Houthis to close the waterway if the US strikes Iran's civilian electricity network. The Kiwi dollar is down -20 bps from yesterday at just under 58.4 USc. Against the Aussie we are unchanged at 83.5 AUc. Against the euro we are also little-changed at just over 51 euro cents. That all means our TWI-5 starts today at just on 62.2 which is down -20 bps from this time yesterday. The bitcoin price starts today at US$64,111 and down -1.3% from this time yesterday. Volatility over the past 24 hours has been low at just under +/-1%. 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 on Monday. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

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

Retail isn't about knowing what to say - it's about getting out of your own way. In this episode, Lisa unpacks the most common blockages that stop salon owners and teams from recommending retail confidently. From fear of rejection to pricing discomfort and lack of systems, this episode will help you identify what's really holding you back, and how to move forward. Want the full step-by-step system to fix your retail?

What if your results aren't about working harder - but about who you're working with? In this episode, Lisa shares a powerful story that highlights the importance of relationships, standards, and being intentional about the clients and partnerships you choose. From A-grade to D-grade clients, this episode challenges you to take a closer look at who you're working with - and whether they're helping you grow or holding you back. If this made you realise there are conversations you're avoiding in your salon, join my next 25-Hour Salon Owner Workshop – Cancel with Confidence https://thesalonmentors.com/events-2026 Because clear conversations change everything.  

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 of new truce agreements in the Middle East, at least as claimed by the US. Iran is conspicuously quiet that there is any agreement however. But at the year's half-way point, economic prospects are generally far from dire. In the US, the next regional Fed factory survey for June is out from the Dallas Fed. That shows little-change. Price pressures were mixed, as selling prices and wages rose faster while input cost pressures held steady. Looking ahead, manufacturers remained optimistic, especially as they are able to recover their cost increases. It is a sign inflation is being tolerated and embedding. Despite that, company bosses say inflation is their top concern. Across the Pacific retail sales in Japan rose +5.3% in May from a year ago, rising from an upwardly revised +2.8% rise in April and higher than the expected +3.2% gain. It was also their strongest growth since November 2023. The strength was broad-based and especially in new car sales. Not driving this increase was fuel costs because they actually fell in the month. In South Korea, a monumental public-private investment announcement. They have announced an "unprecedented" US$520 bln (NZ$920 bln) plan with Samsung Electronics and SK Hynix to expand chipmaking capacity in the country to stay competitive in the global artificial intelligence race. It will feature the construction of new four production facilities, or "fabs" - two by each of the chipmakers. The surge that started in March for Singapore's producer prices has only risen from there, coming in +26.8% higher than year-ago levels. This doesn't include fuel, but it does include chemicals (+29%) and machinery (+31%). Malaysia's producer prices rose +7.8% in May from a year ago, accelerating from a 5.4% growth in the prior month and marking the third straight month of gain. It was also the fastest increase since June 2022, with producer-level cost pressures mounting amid persistent disruptions linked to the Middle East conflict. India's industrial production stayed at an expansion rate of +5.1% in May from a year ago, held back by their mining industry, and no doubt by energy conservation issues. But it is still a fast expansion and higher than the 4.8% rate in May 2025. EU economic sentiment ticked up in June from a low level, mainly because of an improvement in consumer sentiment. But it was not matched by business a similar improvement in business sentiment. Globally, the FAO has been reviewing the outlook for the rural economy. Among many observations, they see China's demand for beef rising sharply so that beef and sheep meat prices will be underpinned. For dairy products, they note that most of the global growth will come from India, but for internal cosumption. Only 7% of global production is expected to be exported, and 70% of that will be by just three countries - the EU, the US and New Zealand. Prices are expected to stay high for exported product. Overall, they see rising rural productivity, especially in advanced countries. And staying global, the latest data for air cargo demand has been released, for May, and that shows a +6% expansion, driven by an +8.0% rise in Asia Pacific international trade, and a +12.9% recovery in trade with North America The UST 10yr yield is now just on 4.37%, unchanged from this time yesterday.  The price of gold has retreated to US$4022/oz, down a net -US$66/oz from yesterday. Silver is now under US$58/oz, down -US$1 from a day ago. Oil prices are up +US$2 from yesterday at just on US$71/bbl in the US, while the international Brent price is now just over US$73/bbl. (Interestingly, while these prices rose, Russian oil prices fell, now down to US$57/bbl ).Hormuz transits have stayed at their lower level after the recent flare up in fighting with just 14 crude or product tankers exiting over the past 24 hours (2 dark with transponders off) but 28 entering for new loads (3 dark). Over the past two days, almost 70% of the exiting vessels were headed to China. The Kiwi dollar is up +10 bps from this time yesterday at just on 56.5 USc. Against the Aussie we are up +30 bps at 821 AUc. Against the euro we are unchanged at just on 49.5 euro cents. That all means our TWI-5 starts today at just on 60.4 which is up +20 bps from this time yesterday. The bitcoin price starts today at US$60,319 and up +1.4% 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. Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

This week, Greg, Scott, and Shar tell you what consumers are buying, what the new Chairman of the Fed had to say about rates, and celebrate a pickup in signed contracts last month. Filmed as part of the Mastery of Real Estate (MORE) Network, powered by Brown Harris Stevens. Subscribe to Crossing the Line https://podcasts.apple.com/us/podcast/crossing-the-line/id1715709313 Host: Greg Heym https://www.bhsusa.com/about-gregory-heym Market Report Data https://www.bhsusa.com/market-reports Sponsors: Scott Nadler | @loan.daddy CrossCountry Mortgage https://crosscountrymortgage.com/brooklyn-ny-5601/scott-nadler/ Shahriar Sedgh Sedgh & Zuckerman PLLC: shar@sznylaw.com The Everset https://theeverset.com/ Submit your "Crossing the Line" questions: CTL@bhsusa.com Brown Harris Stevens is one of the largest privately owned real estate brokerages in the country, with more than 40 offices across four states: New York, New Jersey, Connecticut, and Florida. https://bhsusa.com/

Your product rep isn't just there to sell you stock—they're part of your team. In this episode, Lisa unpacks Chapters 18 & 19 of Your Salon Retail and explores how your relationship with your product company can either hold your business back… or help it grow. From communication and accountability to leadership and retail confidence, this episode will challenge how you show up—and what you expect in return. Ready to build a more confident team and stronger systems in your salon?  Join Lisa's 25-Hour Salon Owner Workshop – Cancel with Confidence

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Andrew and Ben discuss Kevin Warsh's first Fed meeting as Chair with key questions on how hawkish he'll be, how he describes working with Powell, and whether he'll discuss Fed reform, today's retail sales print and yesterday's strong 20-year auction, UK inflation surprising to the downside at 2.8%, and the UAE's longer-term plan to cut dependency on the Strait of Hormuz to zero through Gulf of Oman port expansion, new pipelines to the Red Sea, and expanded rail and road networks.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

AP correspondent Donna Warder reports on the latest retail sales numbers.

Retail sales grew by .9%, more than expected. What are people buying?

Check out Lisa's Healthy, Wealthy & Kind Retreat in Bali https://healthywealthykindretreat.com/ Retail isn't about one person doing a great job - it's about the whole team being aligned. In this episode, Lisa shares the powerful concept of “One In, All In” and explains why retail only works when your entire team believes in, uses, and consistently recommends your products. If your salon retail feels inconsistent or awkward, this episode will show you what needs to change, and where to start. If you're ready to build a team that communicates confidently, recommends naturally, and helps you grow your salon without burning out… Check out Lisa's Healthy, Wealthy & Kind Retreat in Bali https://healthywealthykindretreat.com/ #salonretail #salonbusiness #salonowner #salonteam #beautyindustry  

The Fed isn't seen changing rates tomorrow, but it's Kevin Warsh's first rodeo as chairman, which could mean drama. Housing data today follows yesterday's sharp oil-driven rally. 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 see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retail doesn't need to feel pushy or awkward. In this episode, Lisa breaks down a simple but powerful concept: Float like a butterfly, sting like a bee. Learn how to balance connection with confidence, so your team can recommend products in a way that feels natural, helpful, and aligned with great client service. Because when you get the communication right… retail becomes easy. Checkout my Healthy, Wealthy and Kind Retreat in Bali in August - it's a game changer! https://healthywealthykindretreat.com/ #salonretail #salontraining #salonteam #clientexperience #salonbusiness  

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Al Arabiya and Al Hadath exclusively report the text of the anticipated US-Iran agreement in case of its approval. A Pakistani source said that cautious optimism is the prevailing sentiment in the ongoing discussions regarding the planned agreement.However, another Pakistani source said the US and Iran's insistence on raising the bar for their demand regarding uranium and the Strait of Hormuz has led to a "crisis in negotiations." Crude on a firmer footing despite diplomatic efforts.Global equities set to end the week with gains, ahead of the UK/US extended weekend.FX broadly within Thursday's wide ranges; GBP unfazed by PSNB and retail sales, AUD weaker as banks shift tightening call.Fixed income higher, Gilts benefit from cooler-than-expected Retail Sales.Looking ahead, highlights include Canadian Retail Sales (Mar), University of Michigan Consumer Sentiment Final (May), BoC SLOS (May), Kevin Warsh sworn in as Fed Chair with US President Trump to attend. Speakers include Fed's Waller. Credit Ratings: Scope Ratings on China, S&P on Norway, Moody's on Hungary, Portugal & UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In Episode 188 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome new Fed Chair Kevin Warsh the only way they know how: with data, context, and zero sugarcoating.When Jerome Powell took over in February 2018, the Dow dropped 4.6% on his first day, the worst debut of any Fed chair in modern memory. This time, it's not the equity market doing the hazing. It's the bond market. The 30-year Treasury yield sits above 5% for the first time since 2007, and Japan's yields just hit levels not seen since the 1990s. Ryan and Sonu explain why the dynamics that once pushed foreign money into Treasuries are quietly reversing and what that means for U.S. investors.From there, Sonu walks through industrial production data that almost nobody is talking about. Manufacturing is running at nearly 5% annualized. High-tech equipment production is up 61% above 2019 levels in real terms. This is hard data, not a survey, and it runs directly counter to the narrative that the economy is softening.Then comes earnings. With 91% of S&P 500 companies reported, earnings growth is running at 27% against expectations of 13%. Communication services, expected to be down nearly 4%, came in up roughly 40%. The consumer is holding up, too, with retail sales running at 13% annualized and 95.2% of all household debt paid on time per the New York Fed.The episode closes with a look at what to watch: NVIDIA earnings, FOMC minutes, and a bond market both hosts are keeping a very close eye on.Key Takeaways:The bond market is testing Kevin Warsh the same way equity markets tested every Fed chair before him, and the dynamics driving yields higher are not going away quickly.AI is showing up in the hard data, not just stock prices. High-tech equipment production is up 61% above 2019 levels in real terms.S&P 500 growth came in at 27% against a 13% estimate during earnings season. Communication services swung from an expected decline of nearly 4% to a gain of roughly 40%.The two-year Treasury yield above the Fed funds rate signals the market believes the Fed is behind the curve. Rate cut calls from the sell side are, in Sonu's words, a John McEnroe moment.The S&P 500 is up seven consecutive weeks, gaining over 16% during that stretch. One year after prior streaks of this magnitude, the market has never been lower and is up 16% on average.Jump to:0:00 — Welcome and Who's Running the Fed?6:10 — Bonds Are Testing the New Fed Chair13:05 — Manufacturing Heats Up and AI Shows Up in Hard Data21:40 — Japan Sparks a Global Yield Reprice34:55 — Portfolio Moves on Duration and Cash43:55 — Earnings and AI Spending49:20 — Consumer Strength, Retail Sales, and Final ThoughtsConnect 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

Investors might be focused on any trade news coming out of the U.S. meeting with China, as well as any progress addressing the war. April retail sales could reflect rising prices. 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. (0130-0426) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin Hincks continues to watch President Trump's meeting with Xi Jinping in China and how he and the Big Tech executives he traveled with can strike business deals. In-line retail sales are something Kevin believes shows that the American consumer remains resilient in the face of sticky inflation. Kevin also notes the surge in tech stocks and how analysts are readjusting price targets in many names. ======== 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

AP correspondent Donna Warder has the latest numbers on retail sales.

Baby monitors have long promised parents the ability to see and hear their child from another room. But as connected health devices become more normalized in everyday life, from smartwatches to sleep trackers, parents are beginning to expect more than visibility. They want insight. For Owlet, that shift matters because its wearable monitors track critical infant health metrics like pulse rate and oxygen level, bringing hospital-grade technology into the home and turning baby monitoring into a more data-informed experience.As infant monitoring moves beyond seeing and hearing, how can technology help parents truly understand their baby's well-being, and how should that reassurance show up across the retail journey?In this episode of Retail Refined, host Melissa Gonzalez welcomes Elizabeth Teran and Jennifer Billington from Owlet Baby Care for a discussion on how infant health technology is reshaping the way parents discover, evaluate, and shop for baby care products. The conversation explores Owlet's FDA-cleared wearable monitoring technology, the role of physical retail in high-trust purchases, the importance of speed and availability for new parents, and how data, AI, and connected devices are reshaping expectations around early parenthood.Top insights from the talk…Why infant monitoring is moving beyond audio and video. Teran explains that Owlet's approach is built around “hearing, seeing, and knowing,” using a wearable sock to track pulse rate and oxygen levels in real time and alert parents if readings fall outside preset ranges.Why retail availability matters after the baby arrives. Billington notes that while 60% of Owlet customers buy before birth, 40% purchase after the baby is born, often following a rough night, illness, or health scare. That makes in-store availability, curbside pickup, same-day delivery, and omnichannel retail partnerships central to Owlet's strategy.How data can empower, not overwhelm, parents. Teran says the opportunity is not just to show parents more information, but to help them understand what the data means, why it matters, and what they can do with it. Owlet has monitored more than two million babies and is building subscription and telehealth experiences designed to add context to infant health data.Elizabeth Teran serves as Chief Parent Officer at Owlet Baby Care, where she leads product management, design, customer experience, and marketing with a focus on translating parent insights into products and experiences that build confidence and peace of mind. Since joining Owlet in 2020, she has held senior roles across product marketing, brand strategy, and executive marketing leadership, including Chief Marketing Officer and SVP of Marketing. Before Owlet, Teran spent nearly a decade at Skullcandy, where she led product marketing, consumer research, retail training, go-to-market strategy, and data-driven product positioning.Jennifer Billington serves as the Head of Retail at Owlet, where she leads revenue strategy and execution with a focus on sustainable, profitable growth. Over the past five years, she has held increasingly senior sales roles at Owlet, including Director of Retail Sales, Vice President of North America Sales, SVP of Sales-Americas, and Chief Revenue Officer, overseeing domestic and international sales strategy. She brings more than 18 years of sales and channel leadership experience from the Coca-Cola system, where she managed major retail accounts, built strategic partnerships, led high-performing teams, and drove revenue growth across convenience, mass, drug, value, and foodservice channels.

Markets are heating up as traders prepare for CPI inflation data, central bank commentary, retail sales, and the high-stakes Trump-Xi meeting. Here's what matters, what could move the markets, and what traders should be watching this week.Learn to Trade at www.TierOneTrading.comYour Trading Coach - Akil

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest retail sales data and what it reveals about consumer resilience despite rising energy costs. With gasoline prices surging, many businesses are questioning whether demand can hold and how long margin pressure may persist. Lauren also examines growing political tensions surrounding the Federal Reserve, including leadership transition uncertainty and what it could mean for future interest rate direction. As confirmation battles unfold, businesses are left navigating an increasingly unclear policy environment.

In Episode 184 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most historic 13-day market rallies ever recorded and ask the question most investors are afraid to answer: Are the lows for 2026 already in?Ryan and Sonu break down what actually drove the comeback—not just momentum, but a fundamental shift in the earnings picture. Forward EPS estimates are rising sharply across tech, energy, and materials, and margin expansion is now the single biggest contributor to year-to-date S&P 500 returns. They explain why nominal GDP growth of 5% to 6% is fueling corporate profits even as consumer sentiment sits near historic lows, and why that gap between how people feel and how they actually spend tells the real story of this market.The episode also covers portfolio construction in a structurally inflationary world, why telecom has quietly surged 40%, why hard assets and managed futures are outperforming bonds, and what this bull market's three-and-a-half-year track record says about where things go from here.Key Takeaways:The SP 500's largest 13-day rally in history was driven by fundamentals, not just reliefForward EPS estimates are rising across tech, energy, and materials, three sectors making up 40% of the indexMargin expansion is the single biggest contributor to year-to-date S&P 500 returnsConsumer spending remains strong in nominal terms even as real income growth is flatTelecom has surged 40% and remains one of the most overlooked positions in diversified modelsBull markets that reach Year 3 have made it to Year 4 seven out of eight times historicallyRyan believes the 9.1% drawdown in early 2026 marked the lows for the yearJump to:0:00 — Welcome and Quick Setup0:31 — X Account Hack and Security Lessons3:41 — Livestream Guests and Schedule8:30 — Ryan's New CNBC Contributor Role9:58 — New Highs and a Historic Rally16:08 — Tim Cook's Legacy and Apple's AI Strategy22:06 — Earnings Growth vs. Valuation Multiples29:27 — Sector Profits: Energy, Tech, and Materials37:20 — Consumer Spending Amid Low Confidence44:15 — Retail Sales and Inflationary Growth47:16 — Portfolio Positioning for Real Economy Trends50:09 — Hype Cycles and the Allbirds AI Story53:34 — Are the Lows In for 2026?56:15 — Omaha Teaser, Closing, and DisclosuresConnect 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

Kevin Hincks says it's important for investors to differentiate what he calls "noisy" headlines from the negotiations behind the scenes. As the Strait of Hormuz stays closed, he paints a picture on how he sees ceasefire talks between the U.S. and Iran continuing. For Tuesday's economic data, Kevin highlights retail sales as especially important. ======== 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

**The Rate Update — Mortgage Rates Just Changed—Here's What Happens Next**Mortgage rates just changed — but the real question is: **what happens next?**Today we break down the biggest drivers moving the mortgage market right now:* **Retail sales** and what strong consumer spending means for inflation* **Employment numbers** and why a strong labor market can keep pressure on rates* **Corporate earnings** and what they're telling us about the strength of the economy* **Oil prices** and why energy may be the key variable that changes everything nextIf the economy keeps looking strong, the Federal Reserve may have less reason to cut rates quickly. But if oil pushes inflation higher, that could create even more pressure on mortgage rates and affordability.In this episode, I'll show you how all of this ties together — and what it could mean for **home buyers, homeowners, refinancers, and real estate professionals** trying to make smart decisions in this market.If you want help reviewing your options, comparing lenders, or figuring out whether now is the right time to buy or refinance, reach out below.► ► Get Pre-Approved With My Team → https://257781.my1003app.com/246527/register► ► Schedule a Consultation → https://calendly.com/d/cq29-7xd-x3v/the-frio-team?month=2025-05► ► Contact / Ask Dan → https://www.therateupdate.com/contact**TOP RESOURCES**

Like any good season finale, I'm putting it all on the table.Episode 10 marks the END of our season all about the Impact of AI on The Toy Industry. In this week's episode we're revisiting everything we covered this season from the environmental and mental impact of AI usage, to it's organizational benefits and need for a human touch.Then, I'll be sharing the results from my survey on AI Usage in The Toy Industry. So if you're here for the chisme, start poppin' that popcorn now, and turn the volume up because I'm sharing every bit of juicy data from this industry wide survey.And then FINALLY the moment I've been waiting for all season. I'm introducing you to a tool that utilizes AI to help you find qualified toy stores where your product fits the demographic, the vibe, and the audience to thrive. This new AI sales tool is called The Toy Matchmaker and you don't need to know anything about AI or have a single AI subscription to use it.

Kevin covers and talks about the following stories: payroll processing company ADP reported Private Sector Employment Growth; while at the Mid-America Trucking Show last week Julie Wright, North American Marketing Manager, Shell Rotella stopped by to talk about Shell Rotella SuperRigs June 25 - 27 in Bristol TN., also the Your Truck Your Call Initiative; the U.S. Commerce Department's Census Bureau reported Retail Sales and Core Retail Sales; the Institute for Supply Management released their Survey of Manufacturing Purchasing Managers; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinion.See omnystudio.com/listener for privacy information.

Kevin covers and talks about the following stories: payroll processing company ADP reported Private Sector Employment Growth; while at the Mid-America Trucking Show last week Julie Wright, North American Marketing Manager, Shell Rotella stopped by to talk about Shell Rotella SuperRigs June 25 - 27 in Bristol TN., also the Your Truck Your Call Initiative; the U.S. Commerce Department's Census Bureau reported Retail Sales and Core Retail Sales; the Institute for Supply Management released their Survey of Manufacturing Purchasing Managers; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinion.See omnystudio.com/listener for privacy information.

Kevin covers and talks about the following stories: payroll processing company ADP reported Private Sector Employment Growth; while at the Mid-America Trucking Show last week Julie Wright, North American Marketing Manager, Shell Rotella stopped by to talk about Shell Rotella SuperRigs June 25 - 27 in Bristol TN., also the Your Truck Your Call Initiative; the U.S. Commerce Department's Census Bureau reported Retail Sales and Core Retail Sales; the Institute for Supply Management released their Survey of Manufacturing Purchasing Managers; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinion.

Strong data - alongside growing hopes an end to the Iran war is in sight - boosting stocks...  Sara Eisen, David Faber, and Carl Quintanilla began the hour with fresh analysis of this morning's ADP Jobs & Retail Sales reports before getting predictions on what's next for stocks with longtime market veteran Jeremy Siegel - along with more on what's next in the war with Council on Foreign Relations President Michael Froman. Plus: Microsoft shares closing out their worst quarter since 2008... Is there more pain to come? Hear from one tech investor who says yes.    Elsewhere in the hour: Nike shares slumping post-results; Sara brought fresh reporting on the name and broke down the numbers with an analyst... And can't miss details on some of the day's biggest movers: from Intel to Restoration Hardware to Hasbro.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An increase in retail sales amid inflation worries. AP correspondent Mike Hempen reports.

Hey — Dan Frio here, licensed mortgage loan officer in all 50 states and Puerto Rico.Today's market is on the move. We just got fresh economic data — including ADP payroll numbers, retail sales, and manufacturing reports — and the markets are reacting in real time.Stocks are shifting. Bonds are moving. And mortgage rates? They're responding fast.So the big question is: 

Hey — Dan Frio here, licensed mortgage loan officer in all 50 states and Puerto Rico.Today's market is on the move. We just got fresh economic data — including ADP payroll numbers, retail sales, and manufacturing reports — and the markets are reacting in real time.Stocks are shifting. Bonds are moving. And mortgage rates? They're responding fast.So the big question is: 

The AP's Jennifer King has the latest retail forecast.

A drop in retail sales. AP correspondent Mike Hempen reports.

Your 60-second money minute. Today's topic: Retail Sales Higher Because Of Higher Prices Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Do you ever feel like you're drowning in data but still can't answer the simple question: is my business actually going in the right direction?Here's the truth: if your sales numbers feel like noise, you're probably looking at the wrong things — or avoiding looking altogether.I'm Catherine Erdly, and this is Resilient Retail Game Plan — practical product business advice with a healthy dose of reality.In this episode, I'm revealing:✓ Why having loads of data can actually keep you more confused, not less✓ The magic eye problem: why staring at daily sales is stopping you seeing the real picture✓ The difference between guessing and deciding — and why it matters for your bottom line✓ The 3 Rs framework: Record, Review, Refine — and how to make it genuinely simple✓ Why a zero-sales day doesn't mean a bad month (and what to look at instead)Stop reacting to the noise and start reading the story your numbers are actually telling you.Join the Retail Sales Game Plan (cart now open!): resilientretailclub.com/retailsales Resilient Retail Club: https://www.resilientretailclub.comListen on your favourite podcast app: https://www.resilientretailclub.com/podcastEnjoying the show? DM your takeaways or questions to @resilientretailclub on Instagram.And if the podcast's been useful to you, please do follow, rate, and review with a comment on Apple Podcasts or Spotify (or both!) — it helps more product businesses find us.Mentioned in this episode:Retail Sales Game Plan - doors now open!https://www.resilientretailclub.com/retailsales/

Send a textPiper hosts Plaidcast in Person in front of a live audience at Wellington International in Wellington, FL with Dr. Monica Halem and Lenore Brown. Brought to you by Taylor, Harris Insurance Services. Listen in and share with friends!Host: Piper Klemm, publisher of The Plaid HorseGuest: Dr. Monica Halem is an avid equestrian and accomplished New York City Fifth Avenue dermatologist with over 20 years of experience in dermatology and skin care development and recognized as one of Castle Connolly's Exceptional Women in Medicine. She is the CEO and founder developer of EQUESTRIAN MD, the first groundbreaking advanced medical grade skincare line specifically designed for the unique needs of the equestrian community developed by a doctor and rider.Guest: Lenore Brown is an experienced sales, marketing, and public relations professional with a passion for horses and equestrian sport. Lenore was born in Harrisburg, PA on her parent's horse farm and rode competitively in the children's and junior jumper divisions. After graduating from Hood College, Lenore returned to her roots, working as a professional groom, barn manager, and veterinarian technician for Steele and Associates. After moving to Wellington full time, she has held marketing positions at JRPR Public Relations and then as an executive at Phelps Media Group. For the past four years, she has served as Director of Sponsorship and Retail Sales at Wellington International.Subscribe To: The Plaid Horse MagazineRead the Latest Issue of The Plaid Horse MagazineTitle Sponsor: Taylor, Harris Insurance ServicesSponsor: Windstar Cruises Join us at an upcoming Plaidcast in Person event!

Plus: Target is laying off 500 employees. And Coca-Cola says its fourth-quarter revenue rose 2%. Anthony Bansie hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a big week for econ data, and we're off to an ugly start with retail sales. Apple has quietly outperformed the rest of the Mag 7 this year, and our analyst says there are reasons to be bullish from here. Plus, why Bitcoin could be getting closer to a bottom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When an iconic Australian brand with 125 years of history realised it needed to evolve digitally, Bega's leadership knew transformation couldn't wait. Darryn Wallace, Executive GM of Retail Sales, and Carla Salsone, Head of Retail Marketing and eCommerce, join the podcast to share their journey so far and the lessons along the way. From adapting their approach to retailer engagement, to embedding digital shelf fundamentals and building cross-functional ways of working, they walk us through practical steps for driving meaningful change in a large, heritage brand.

SHOW SCHEDULE 1-20-20251907 GREENLANDSEGMENT 1: RETAIL SALES AND ECONOMIC OUTLOOK Guest: Liz Peek Strong retail sales signal consumer confidence as Trump takes office. Peek discusses holiday spending numbers, the stock market's performance, and economic expectations for the new administration. Conversation touches on inflation pressures, interest rate concerns, and whether the economy's momentum can continue under new policy directions.SEGMENT 2: MARKETS AND GREENLAND CONTROVERSY Guest: Liz Peek Peek analyzes market reactions to the incoming administration and addresses Trump's renewed interest in acquiring Greenland. Discussion covers the strategic importance of Greenland's resources and location, European responses to the proposal, and how this diplomatic imbroglio fits into broader economic and geopolitical considerations facing the new term.SEGMENT 3: EUROPEAN FRUSTRATION WITH TRUMP'S RETURN Guest: Judy Dempsey (Carnegie Berlin), Co-Host: Thaddeus McCotter Dempsey assesses European anxiety as Trump begins his second term. Discussion covers EU economic stagnation, Germany's struggling industrial base, and widespread frustration among European leaders unprepared for renewed American pressure on trade, defense spending, and NATO commitments. McCotter joins from Detroit offering domestic political perspective.SEGMENT 4: EU ECONOMY AND TRANSATLANTIC TENSIONS Guest: Judy Dempsey (Carnegie Berlin), Co-Host: Thaddeus McCotter Continued analysis of Europe's economic malaise and political uncertainty ahead of German elections. Dempsey examines how EU leadership plans to navigate Trump's transactional approach to alliances, concerns over tariffs and energy policy, and whether Europe can muster unified responses to American demands on defense and trade.SEGMENT 5: POWELL VS. TRUMP ON MONETARY POLICY Guest: Joseph Sternberg (London) Sternberg analyzes the brewing conflict between Federal Reserve Chairman Jerome Powell and President Trump over interest rate policy. Discussion examines Trump's public criticism of Powell, the Fed's independence, inflation concerns, and how this tension between the White House and central bank could shape economic policy and market confidence.SEGMENT 6: STARMER'S LEADERSHIP FAILURES AND CHINA EMBASSY CONCERNS Guest: Joseph Sternberg (London) Sternberg critiques Prime Minister Keir Starmer's struggling leadership and lack of clear direction for Britain. Discussion turns to Starmer's belated scrutiny of China's massive new London embassy complex, raising security concerns about the sprawling diplomatic compound and questions about why earlier governments permitted its construction without adequate review.SEGMENT 7: IRAN EXECUTIONS AND TRUMP'S PROMISE OF HELP Guest: Jonathan Schanzer (Washington, DC) Schanzer reports on the surge of executions inside Iran as the regime cracks down on dissent. Discussion covers Trump's remarks signaling support for the Iranian people, the brutal nature of the regime's repression, recent execution numbers, and whether American policy shifts could aid those suffering under Tehran's authoritarian rule.SEGMENT 8: GAZA CEASEFIRE AND POSTWAR GOVERNANCE Guest: Jonathan Schanzer (Washington, DC) Schanzer examines the fragile Gaza ceasefire and critical questions about who will govern after the fighting ends. Discussion analyzes the proposed makeup of any postwar governing board, the challenges of reconstruction, Hamas's continued presence, and regional players jockeying for influence over Gaza's future political arrangements.SEGMENT 9: GREENLAND STRATEGY AND ARCTIC AMBITIONS Guest: Mary Kissel (Former Senior Adviser to Secretary Pompeo) Kissel offers insider perspective on Trump's renewed push for Greenland, drawing on her State Department experience. Discussion examines the strategic rationale behind the proposal, Arctic security concerns, Danish and European reactions, and whether this represents serious policy or negotiating leverage for broader geopolitical objectives.SEGMENT 10: GAZA DIPLOMACY AND INVITATIONS TO ADVERSARIES Guest: Mary Kissel Kissel analyzes the peculiar diplomatic landscape surrounding Gaza negotiations, including controversial outreach to bad actors like Putin. Discussion questions the wisdom of engaging hostile powers in Middle East peacemaking, the signals this sends to allies, and how the new administration might reshape these diplomatic approaches going forward.SEGMENT 11: JAPAN'S SNAP ELECTION UNDER PM TAKAICHI Guest: Lance Gatling (Tokyo), Co-Host: Thaddeus McCotter Gatling reports from Tokyo on Prime Minister Takaichi's decision to call snap elections. Discussion covers the political calculations behind this move, Takaichi's nationalist stance, implications for US-Japan relations under the new Trump administration, and how Japanese voters are responding to shifting domestic and regional dynamics.SEGMENT 12: CHINA'S GROWING THREAT TO JAPAN Guest: Lance Gatling (Tokyo), Co-Host: Thaddeus McCotter Gatling assesses the mounting Chinese military threat facing Japan, including naval provocations and airspace incursions. Discussion examines Japan's defense posture, increased military spending, the importance of the US-Japan alliance in deterring Beijing, and how Tokyo views the security landscape with Trump returning to the White House.SEGMENT 13: NATO'S DECLINE AND THE GREENLAND CRISIS Guest: Gregory Copley Copley argues the Greenland controversy reveals deeper fractures signaling NATO's erosion. Discussion examines how the alliance has weakened through neglect and diverging interests, European defensiveness over Arctic claims, and whether the transatlantic security architecture built after World War II can survive current political and strategic pressures.SEGMENT 14: EMERGING SUNNI OR ISLAMIC NATO IN ASIA Guest: Gregory Copley Copley explores the potential formation of a new security alliance among Sunni Muslim nations in Asia. Discussion covers the strategic drivers behind such a coalition, which countries might participate, how this Islamic NATO could reshape regional power dynamics, and implications for Western alliances and Middle Eastern stability.SEGMENT 15: GREAT POWERS VERSUS SMALL STATES IN STRATEGIC THINKING Guest: Gregory Copley Copley contrasts how great powers often act impulsively while smaller states analyze carefully before moving. Discussion examines the hubris of major nations shooting from the hip on foreign policy, the advantages smaller countries gain through meticulous strategic calculation, and lessons for American policymakers in an increasingly complex world.SEGMENT 16: THE CALMING POWER OF KINGSHIP Guest: Gregory Copley Copley offers praise for monarchical systems as stabilizing forces in nations facing discontent. Discussion examines how kingship provides continuity, national unity, and legitimacy that elected leaders often cannot muster, with examples of how constitutional monarchies successfully navigate political turbulence and maintain social cohesion during crises.

SEGMENT 1: RETAIL SALES AND ECONOMIC OUTLOOK Guest: Liz Peek Strong retail sales signal consumer confidence as Trump takes office. Peek discusses holiday spending numbers, the stock market's performance, and economic expectations for the new administration. Conversation touches on inflation pressures, interest rate concerns, and whether the economy's momentum can continue under new policy directions.

Economy, Fed Rates, and the AI Productivity Boom — Liz Peek — Peek examines the U.S. economy, noting mixed retail sales data alongside recent strength in credit card spending. She anticipates the Federal Reserve will likely reduce interest rates in December due to softening labor market conditions, despite traditional employment reporting lags. Peekemphasizes that the Fed fails to account adequately for AI's significant, though currently unmeasured, impact on productivity gains, employment displacement, and escalating electricity consumption, even as AI demonstrates substantial benefits in diagnostics and medical analysis. 1921 CHAPLIN