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Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss a continued slump in grain prices on June 12 on the Agweek Market Wrap.
Charles Schwab's Nathan Peterson explains the dynamics he sees around a "subdued" VIX as tech pulls back Thursday in reaction to Broadcom (AVGO) and CrowdStrike's (CRWD) earnings. He worries that markets are growing complacent around the U.S.-Iran War's impact on the economy. Nate makes the case that a 10% pullback remains in the cards. ======== 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
Howie Kurtz on the media's reaction to a stunning Knicks comeback, JD Vance's subdued defensive stance on the $1.8 Billion "weaponization" fund, and the latest political fallout from primary shakeups on the Hill. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Sermon by Pastor BJ VanAmanRecorded May 10, 2026
Why pick team Mammootty or team Mohanlal when you can have both?The first all-Mallu panel of QID—Cris, Ashwin, Arjun, and Devi—discuss Mahesh Narayanan's latest multi-starrer action thriller 'Patriot'. First, they talk about Narayanan's craft as an editor and director. Then they debate his writing skills. Unavoidable references are made to "L2: Empuraan" and star culture in Malayalam cinema.Listen to the full episode for some unsavory comments towards online discourse (as usual) and a debate on exactly how homoerotic the film is.MAJOR SPOILERS FOR "PATRIOT" (SEE TIMECODES LISTED BELOW TO ONLY LISTEN TO THE NON-SPOILERY STUFF!)Do hit 'Follow' on Spotify if you haven't already to help the podcast reach more people!Follow our Instagram page: https://instagram.com/queenisdead.filmpodcast.TIME CODESIntroduction : [00:00 - 02:45]Mahesh Narayanan's Filmography : [02:45 - 10:36]"Patriot" (Non-Spoiler Talk) : [10:36 - 47:09]"Patriot" (Spoiler Talk) : [47:09 - 02:08:15]Discourse around "Patriot" : [02:08:15 - 02:25:04]Mammootty-Mohanlal Film Recs : [02:25:04 - 02:34:23]Outro : [02:34:23 - 02:35:28]Do hit 'Follow' on Spotify if you haven't already to help the podcast reach more people!Follow our Instagram page: https://instagram.com/queenisdead.filmpodcastDevi's Links -Instagram: https://www.instagram.com/film.trance/.You can also follow us on Letterboxd at -CRIS: https://letterboxd.com/crislim/.ASHWIN: https://letterboxd.com/ashwindev/.ARJUN: https://letterboxd.com/arjun_skumar1/.
Tech stocks are helping lift Wall Street.
Credit conditions in the banking sector remained subdued in February 2026, reflecting banks' cautious risk-taking stance and a continued preference for Government and Bank of Ghana securities, the Bank of Ghana has disclosed.
Legacy Audio Archive
Legacy Audio Archive
Hello to you listening in Forres, Scotland! Coming to you from Whidbey Island, Washington this is Stories From Women Who Walk with 60 Seconds for Motivate Your Monday and your host, Diane Wyzga. The Scots word “smooring” is an old practice of subduing a fire with ash or peat to keep the embers warm overnight until they're rekindled in the morning. Maybe like me something or someone smoored your self-expression. Perhaps you were told that you were a handful, a free spirit, loudly curious, or just plain too much. After a time you conformed to what they wanted. You smoored your self-expression. You stopped freely sharing your feelings, ideas, curiosity, and thoughts. As your self-expression was subdued, you became less visible. And yet, like a smoored fire the embers of your self-expression are still there waiting to be rekindled into flame so that you regain your visibility. 4 Practical Tips: I have four tried and true tips for you: 1. Nurture self-awareness so that you become visible to yourself. 2. Awaken natural talents to reignite the fire of your self-expression. 3. Seek out the people and places where you belong, where you and your self-expression are welcome 4. Practice saying what you mean and meaning what you say as the courageous act of a warrior. The question is no longer: Who will let me?; the question is: “Who do they think they are to try and stop me? Thank you for listening! You're always welcome: "Come for the stories - Stay for the magic!" Speaking of magic, I hope you'll subscribe, share a 5-star rating and nice review on your social media or podcast channel of choice, bring your friends and rellies, and join us! You will have wonderful company as we continue to walk our lives together. AND! Stop by my Quarter Moon Story Arts website, check out the Communication Services, email me to arrange a no-obligation Discovery Call, and stay current with me as Quarter Moon Story Arts on Substack. Stories From Women Who Walk Production Team Podcaster: Diane F Wyzga & Quarter Moon Story Arts Music: Mer's Waltz from Crossing the Waters by Steve Schuch & Night Heron Music ALL content and image © 2019 to Present Quarter Moon Story Arts. All rights reserved. If you found this podcast episode helpful, please consider sharing and attributing it to Diane Wyzga of Stories From Women Who Walk podcast with a link back to the original source.
The US Pentagon is considering sending more troops to the Middle East, according to Politico sources who stated the size and scope of additional deployments are still evolving.Saudi officials see the base case for oil to rise to USD 180/bbl if the disruptions persist until late April, according to WSJ.APAC stocks were mostly subdued but with downside limited as the region reacted to the recent oil swings, deluge of central bank meetings and mixed geopolitical headlines, while conditions were thinned with the absence of Japanese participants due to the Vernal Equinox holiday.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 0.7%, after the cash market closed with losses of 2.1% on Thursday.Looking ahead, highlights include German PPI (Feb), UK PSNB (Feb), Canadian Retail Sales (Jan), PPI (Feb). Speakers include ECB's Nagel. Credit Rating Update with Scope Ratings/Morningstar DBRS on France.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
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AP correspondent Ed Donahue reports on a deadly shooting on a college campus.
Sean Farrington examines how the US-Israeli war with Iran is hitting the UK economy, from the FTSE 100 to the pound.And we also hear from some of the 250 thousand British expats in the UAE about their experience of the conflict – and whether it has changed their minds about life in the region.Elsewhere, we digest the chancellor's much-downplayed spring statement.
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we go through chatter from around the mortgage industry heard in the hallways here at MCT Exchange 2026 in San Diego. Plus, Robbie sits down with Ivy Risk Strategies' Lisa Holt for a discussion on how rethinking risk around fewer insurance purchases, stronger human connection, and data-drivenfeedback loops challenge traditional industry assumptions and help lenders and real estate leaders prepare for 2026 with smarter, more intuitive decisions at scale. And we close by looking at reaction to a subdued January CPI report.This week's podcasts are Sponsored by Cenlar. Cenlar supports lenders and investors with scalable, best-in-class loan servicing built for today's complex market. From compliance to customer experience, Cenlar helps portfolios perform better, borrowers stay supported, and servicers focus on growth. We're proud to partner with a true industry leader.
The Smart 7 is an award winning daily podcast, in association with METRO, that gives you everything you need to know in 7 minutes, at 7am, 7 days a week…With over 20 million downloads and consistently charting, including as No. 1 News Podcast on Spotify, we're a trusted source for people every day and we've won Gold at the Signal International Podcast awardsIf you're enjoying it, please follow, share, or even post a review, it all helps... Today's episode includes the following: https://x.com/i/status/2021916869930754261https://x.com/i/status/2021870102103085148 https://x.com/i/status/2021931541606388174 https://x.com/i/status/2021901658947485978 https://x.com/i/status/2021914592524276128 https://x.com/i/status/2022023496813990116 https://x.com/i/status/2022074396840546485 https://x.com/i/status/2021954444196249660 https://youtu.be/pLeJ0CysmN8 Contact us over @TheSmart7pod or visit www.thesmart7.com or find out more at www.metro.co.uk Voiced by Jamie East, using AI, written by Liam Thompson, researched by Lucie Lewis and produced by Daft Doris. Hosted on Acast. See acast.com/privacy for more information.
Masterpiece Podcasts: Collection of Chinese Classic Novels
Masterpiece Podcasts: Collection of Chinese Classic Novels
Masterpiece Podcasts: Collection of Chinese Classic Novels
Saturday, 17 January 2026 And He sent away the multitude, got into the boat, and came to the region of Magdala. Matthew 15:39 Note: You can listen to today's commentary courtesy of our friends at the “Bible in Ten” podcast. (Click Here to listen) You can also read this commentary, scrolling with music, courtesy of our friends at “Discern the Bible” on YouTube. (Click Here to listen), or at Rumble (Click Here to listen). “And having dismissed the crowds, He in-stepped into the boat, and He came to the borders of Magdala” (CG). In the previous verse, it was noted that there were four thousand men, besides women and children, who comprised the multitudes Jesus fed. With that portion of the narrative complete, and to close out the chapter, Matthew next notes, “And having dismissed the crowds, He in-stepped into the boat.” They have been on the eastern side of the Sea of Galilee. With this cycle of attending to a Gentile woman in the allotments of Tyre and Sidon noted, followed by a time in the Gentile-led eastern regions near the Decapolis completed, He got into a boat, “and He came to the borders of Magdala.” This is a location not named this way anywhere else in Scripture. Some manuscripts note the location as Magadan, meaning Megiddo, but that is incorrect based on Matthew 16:5, which notes they are still in the region of the lake. Rather, the town Magdala in Hebrew is Migdal-el, Tower of God, a city of Naphtali recorded in Joshua 19:38. This is also known as Al-Majdal (Mejdel) on the western shore of the Sea of Galilee, north of Tiberias. Mark 8:10 notes that when they got in the boat, they came to the allotments of Dalmanutha. Saying it this way, there is no contradiction to be found. Just as Jesus went to the “allotments” of Tyre and Sidon, meaning the surrounding areas, in Matthew 15:21, so they went to Magdala in the allotments, meaning the surrounding areas, of Dalmanutha. Life application: Chapter 15 of Matthew gives a picture of what is going on in the world from the time Jesus fulfilled the law until the rapture. The verses, though literally occurring at the time of Jesus, point to truths after the completion of Jesus' ministry. The New Covenant is now what God is doing in the world. Israel as a whole, however, rejected that. Though they no longer observe the Law of Moses, they remain bound to it. During this dispensation, they are spiritually led by rabbis, both in their writings in the Talmud as well as in their cultural and religious life. These are reflected by the scribes and Pharisees who came from Jerusalem (verse 1) to challenge Jesus. Paul explains in Galatians 4:21-31 that the earthly Jerusalem reflects them and their teaching. The main point for now says – “But he who was of the bondwoman was born according to the flesh, and he of the freewoman through promise, 24 which things are symbolic. For these are the two covenants: the one from Mount Sinai which gives birth to bondage, which is Hagar— 25 for this Hagar is Mount Sinai in Arabia, and corresponds to Jerusalem which now is, and is in bondage with her children— 26 but the Jerusalem above is free, which is the mother of us all.” Galatians 4:23-26 In verses 2-9, Jesus explains the state of Israel at this time, living by the laws of men rather than by the law of God. After the introduction of the New Covenant, the law of God is not the Law of Moses. Rather, that is fulfilled. At this time, religious Israel draws near to the Lord with their lips, but their hearts, because of their rejection of Jesus, are far away from Him. In verse 11, Jesus stated that what goes into the mouth does not defile. Rather, what comes out of it does. Though that was a truth concerning the traditions of these elders, it is a truth that is spiritually seen in Israel to this day. They refuse to proclaim Jesus. This is their defilement. But what does Paul say concerning this? In Romans 10, he says – “The word is near you, in your mouth and in your heart” (that is, the word of faith which we preach): 9 that if you confess with your mouth the Lord Jesus and believe in your heart that God has raised Him from the dead, you will be saved. 10 For with the heart one believes unto righteousness, and with the mouth confession is made unto salvation. 11 For the Scripture says, “Whoever believes on Him will not be put to shame.” 12 For there is no distinction between Jew and Greek, for the same Lord over all is rich to all who call upon Him. 13 For “whoever calls on the name of the Lord shall be saved.” Romans 10:8-13 The only thing that can cleanse a person from sin is Jesus. Anything else, meaning any other proclamation, defiles that person. As such, Jesus says in verse 14 to let them alone. They are blind leaders of the blind, and both will fall into a pit. In verse 15, Jesus reexplained to dull Peter (later, the Apostle to the Jews) the matter of the heart and what it is that causes defilement. While Israel remains in their state of defilement because of their oral proclamations, something else takes place. This is seen in verse 21, where Jesus “went out from there,” meaning from the Jewish people to the allotments of Tyre and Sidon, a Gentile area. Tyre (Hebrew: Tsor) signifies Rock. While Israel abandoned their Rock, the Gentiles received Him. That this is speaking of Christ is seen, for example, in Deuteronomy 32:32, where it says, “For their rock is not like our Rock.” There are those who are confident in their rock (tsur), and yet their rock is not the Lord who is the Rock (tsur). Sidon (Hebrew: Tsidon) signifies Fishery. It is a place for catching fish. Everyone is like a fish. When Jesus said to Simon and Andrew that they would be fishers of men, He meant that men are like fish to be caught. While in this area (verse 22), a Canaanite woman came to Jesus and begged for compassion for her demon-possessed daughter. Canaan signifies Humbled, Humiliated, or even Subdued. She pictures those of faith who have humbled themselves before the word of Christ. The issue is the daughter. In Scripture, a son or a daughter is representative of the state of something. A “son of death,” for example, is a person deserving of death. That is his state. A daughter, in this case, is the state of a group of people, such as “daughter of Jerusalem,” “daughter of Tarshish,” etc. What is the state of the Daughter of the Humbled who are also Gentiles? Jesus said in verse 24 that He had come “if not to the sheep, the ‘having been lost' – House Israel.” Despite there being a New Covenant, with whom was that covenant made? The answer is found in both Jeremiah and Hebrews – “Behold, the days are coming, says the Lord, when I will make a new covenant with the house of Israel and with the house of Judah.” Jeremiah 31:31 The early church did not understand that the word was to go to the Gentiles. That is a major subject found in Acts. It is representative of the disciples' comments found previously in verse 23 when they told Jesus to dismiss her. It literally took an act of God to get them to see that the New Covenant included Gentiles, first with the Ethiopian eunuch and then the house of Cornelius. Jesus' calling, though, to redeem the House of Judah and Israel, is inclusive of the Gentiles of faith, as seen in this account. It is something prophesied in Isaiah 49:6, but which is revealed in typology here. The woman was told that it wasn't “good to take the children's bread and cast to the puppies.” In the Bible, dogs represent Gentiles. That is seen in the Caleb series of sermons. Caleb, kalev, is from kelev, dog. It is also seen in the account of Gideon and his men, who lapped like dogs, a typological picture dealing with the Gentiles. The woman didn't argue Jesus' point. Instead, she noted that “even the puppies – he eats from the crumbs, the ‘falling from their master's table.” Jesus thus remarked concerning her great faith, something evidenced in the Gentile world. At that time, it noted the child was cured. Salvation, in fact, is also directed to the Gentiles. They are brought into the commonwealth of Israel (Ephesians 2:12). From there, verse 29 said of Jesus that “He went near the Sea of the Galilee, and having ascended to the mountain, He sat there.” The Galilee has previously been explained as “the Liberty.” It is a picture of freedom from sin. As sin stems from a violation of law, it ultimately signifies freedom from law. A mountain in the Bible represents a lot of something gathered. In typology, it is synonymous with a large but centralized group of people. Though it is only stated in Mark, the last area noted was the Decapolis, a Gentile controlled area. Thus, this is typologically referring to a large but centralized group (meaning under Jesus) of Gentile people. The Canaanite woman already established that, but this is an extension of the thought, explaining the result of the dispensation of the Gentiles. In other words, “What will happen in the world once it is established that Gentiles are to be included in the New Covenant?” In verses 30 and 31, multitudes came to Jesus for healing, so many that they were strewn about Him. It is reflective of the broken Gentile world coming to Christ for healing and salvation. As many came, He healed them so that “they glorified the God of Israel.” As noted at that time, the term is unique in the New Testament. It suggested the presence of Gentiles on the mountain, but it typologically asserts this fact. Paul's ministry literally shouts out the parallel to this thought in Matthew – “Now God worked unusual miracles by the hands of Paul, 12 so that even handkerchiefs or aprons were brought from his body to the sick, and the diseases left them and the evil spirits went out of them.” Acts 19:11, 12 Was the God of Israel glorified through this? The answer is found in Romans – “Now I say that Jesus Christ has become a servant to the circumcision for the truth of God, to confirm the promises made to the fathers, 9 and that the Gentiles might glorify God for His mercy, as it is written: ‘For this reason I will confess to You among the Gentiles, And sing to Your name.'” Romans 15:8, 9 And... “For I will not dare to speak of any of those things which Christ has not accomplished through me, in word and deed, to make the Gentiles obedient— 19 in mighty signs and wonders, by the power of the Spirit of God, so that from Jerusalem and round about to Illyricum I have fully preached the gospel of Christ.” Romans 15:18, 19 In verses 32-38, the feeding of the four thousand is recorded. Jesus said they had been with Him three days. In Scripture, three “stands for that which is solid, real, substantial, complete, and entire. ... Hence the number three points us to what is real, essential, perfect, substantial, complete, and Divine.” Bullinger The time these people have been with Jesus speaks of a divine fullness, something reflected in Romans 11:25, “that blindness in part has happened to Israel until the fullness of the Gentiles has come in.” It goes right back to the state of Israel, noted in Matthew 15:14, where the blind are leading the blind. While Israel is blinded, the blind of the Gentiles (Matthew 15:31) are brought to sight. The miracle of the bread (think of Jesus, the Bread of Life) and fish (a word which signifies “increase” in Hebrew) speaks of the immense harvest. There were seven loaves, the number of spiritual perfection, and a few tiddlers. However, they were enough to feed the multitude of four thousand. The number is a product of four and tens. Four is the number of material creation, the world number. It speaks of the entirety of the world hearing the gospel, just as Jesus said it would. Ten is the number where nothing is wanting, and the whole cycle is complete. The entire world of the Gentiles will be evangelized before the end comes. To demonstrate the immense harvest that will be realized in the church age, the baskets of fragments were collected, totaling seven large baskets. Notice the difference from the feeding of the five thousand – “And they ate all, and they gorged, and they lifted the superabounding pieces – twelve handbaskets full. 21And those eating, they were about five thousand men, besides women and children.” “And they ate all, and they gorged, and the superabounding of the fragments they lifted – seven hampers full. 38And those eating, they were four thousand men, besides women and children.” Whereas a remnant of the twelve tribes of Israel represented by the twelve small handbaskets (Greek: kophinos) was collected, there will be an immense harvest of the seven churches (as defined in Revelation 2 & 3), represented by the seven large hampers (Greek: spuris). The chapter ended with a location only mentioned here in Scripture, saying of Jesus, “And having dismissed the crowds, He in-stepped into the boat, and He came to the borders of Magdala.” The town Magdala in Hebrew is Migdal-el, Tower of God, a city of Naphtali recorded in Joshua 19:38. Migdal El is contrasted to the tower of man, meaning Babel and all that accompanies her. Thus, this is implicitly a picture of the ending of the church age, where believers are delivered from the Babylon of the end times recorded in Revelation. To understand why these conclusions have been made, one should refer to the descriptions of these locations found in the Old Testament sermons given by the Superior Word. Each location, number, or other reference has been drawn from the information already recorded there. Thus, the typology is not new. It has already been seen and has been reused without change, confirming that this analysis of Matthew 15 is sound. Lord God, Your word is beyond amazing. It is a lifeline for the soul caught in despair. It is a treasure for the seeker of riches. It is a guide for the path of our lives. And Lord, it is so much more. It is so glorious to enter into its pages and find rest for our souls in the Person of Jesus Christ, our Lord. Thank You for this precious word. Amen. Matthew 15 15 Then they came to Jesus from Jerusalem, scribes and Pharisees, saying, 2“Through what – Your disciples, they sidestep the tradition of the elders? For they wash not their hands when they may eat bread.” 3And answering, He said, to them, “Through what – also you, you sidestep the ‘God's commandment' through your tradition? 4For God, He enjoined, saying, ‘You honor your father and your mother,' and the ‘disparaging father or mother,' death – he expires!' 5And you, you say, ‘Whoever, he should say to father or mother, “Gift – whatever if from me you should benefit.”' 6And no, not he should honor his father or his mother. And you invalidated God's commandment through your tradition. 7Hypocrites! Well, Isaiah, he prophesied concerning you, saying, 8‘He neared Me, this people – the mouth, And the lips – he honors Me, And their heart, it distances far from Me. 9And vainly they revere Me, Teaching instructions – men's injunctions.'” 10And having summoned the crowd, He said to them, “You hear and comprehend! 11Not the ‘entering into the mouth' it profanes the man, but the ‘proceeding from the mouth,' this, it profanes the man.” 12Then His disciples, having come near, they said to Him, “You have known that the Pharisees, having heard the saying, they stumbled!” 13And having answered, He said, “Every planting that not He planted, My heavenly Father, it will be uprooted. 14You leave them! They are blind, blind-conductors. And blind, if they should conduct, both – they will fall into a pit.” 15And Peter, having answered, he said to Him, “You expound to us this parable.” 16And Jesus, He said, “And yet, you, you are unintelligent! 17Not yet you grasp that all, the ‘entering into the mouth,' into the stomach it contains, and into the john it ejects? 18And those proceeding from the mouth, it comes from the heart, and those, it commonizes the man. 19For from the heart, they come: evil meanderings, murders, adulteries, harlotries, thefts, false-witnessings, blasphemies. 20These, they are, the ‘defiling the man,' but to eat with unwashed hands, not it defiles the man.” 21And having departed thence, Jesus, He withdrew to the allotments – Tyre and Sidon. 22And you behold! A Canaanite woman from those same borders, having come, she cried to Him, saying, “You compassionate me, Lord, Son of David! My daughter, she is demon possessed-badly.” 23And He answered not a word. And having approached, His disciples, they entreated Him, saying, “You dismiss her! For she cries after us.” 24And answering, He said, “Not, I was sent, if not to the sheep, the ‘having been lost' – House Israel.” 25And having come, she worshipped Him, saying, “Lord, You rush-relieve me!” 26And answering, He said, “It is not good to take the children's bread and cast to the puppies.” 27And she said, “Yes, Lord. And even the puppies – he eats from the crumbs, the ‘falling from their master's table.'” 28Then, Jesus answering, He said to her, “O! Woman, your faith is great! It become to you as you determine.” And she's cured, her daughter, from that hour. 29And having departed thence, Jesus, He went near the Sea of the Galilee, and having ascended to the mountain, He sat there. 30And they came to Him, great crowds, having with them lame, cripples, blind, mutes, and others – many, and they strewed them near Jesus' feet, and He healed them. 31So too, the crowds marveled, seeing mutes speaking, cripples healthy, lame walking, and blind seeing, and they glorified the God of Israel. 32And Jesus, having summoned His disciples, He said, “I gut-wrench upon the crowd because already three days they bivouac with Me, and naught they have that they may eat. And I wish not to dismiss them unfed, not lest they should collapse in the way.” 33And the disciples, they say to Him, “Whence to us in solitude – loaves so many as to gorge a crowd so vast?” 34And He says to them, Jesus, “How many loaves do you have?” And they said, “Seven, and a few tiddlers.” 35And He ordered the crowds to sit upon the ground. 36And having taken the seven loaves and the fish, and having thanked, He broke, and He gave to His disciples, and the disciples to the crowd. 37And they ate, all, and they gorged, and the superabounding of the fragments they lifted – seven hampers full. 38And those eating, they were four thousand men, besides women and children. 39And having dismissed the crowds, He in-stepped into the boat, and He came to the borders of Magdala.
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing the converging market forces bolstering our bullish outlook for 2026. It's Monday, January 5th at 11:30am in New York. So, let's get after it. The New Year is usually a time to look forward. But today, I want to take a step back and talk about what the market is missing. A series of bullish catalysts are lining up at the same time, and the market is still underestimating their collective impact. There's been a lot of focus on individual positives—solid earnings growth, further Fed easing—but in our view, the real story is how these forces are reinforcing one another. Deregulation, positive operating leverage, accommodative monetary policy, and increasingly supportive fiscal policy are all working in the same direction. And as we head into mid-term elections later this year, these policy levers are likely to stay supportive.Importantly, this isn't a market that's already priced for the outcomes I envision. Positioning in cyclical trades remains relatively light, and sentiment in economically sensitive areas is far from exuberant. That combination—of improving fundamentals with cautious positioning—is exactly what tends to characterize the early stages of a recovery. I continue to believe these tailwinds are most underappreciated in cyclical areas like Consumer Discretionary Goods, Financials, Industrials, and small- and mid-cap stocks. Many of the indicators we track are only just beginning to turn higher. This doesn't look late-cycle to me—it looks early in what I have deemed to be a rolling recovery. One reason investors have been hesitant is the sluggishness of traditional business-cycle indicators, particularly the ISM Manufacturing Purchasing Managers Index. There's been a reluctance to press cyclical trades until those gauges clearly re-accelerate; and beneath that hesitation is a lingering anxiety that the U.S. economy could even slip back into a growth scare. My view is different. I believe a three year rolling recession ended with Liberation Day. If that's true, then the moderate softness we're now witnessing in lagging labor data is constructive for equities because it keeps the Fed leaning dovish for longer and more aggressive—a positive for equities. I see the second half of 2025 as the bottoming process for key macro indicators; with 2026 shaping up as a year of re-acceleration. Longer-cycle analysis supports this. Specifically, the 45-month cycle of the ISM Manufacturing Purchasing Managers Index points to a rebound. That recovery has been delayed—but not cancelled. Another tailwind that doesn't get nearly enough attention is energy prices. Gasoline prices in particular are sitting near five-year lows, which is providing real economic relief for lower- and middle-income consumers. That cushion matters, especially as other parts of the economy firm. This past weekend's events in Venezuela argue for lower oil prices for longer. From a sector standpoint, Financials stand out as the key beneficiary of deregulation and these stocks have been great performers over the past year in anticipation of these changes. I think there is more to go in 2026. Housing could be another important piece of the recovery. Subdued wage growth and falling rents may pressure home prices, while some builders are prioritizing volume over margins. While that may cap profitability for the builders, it could unlock housing velocity and feed into a more dovish inflation backdrop. Of course, there are also risks. Liquidity has been our top concern since September, and markets have reflected that through weakness in speculative assets. The good news is that the Fed has responded by ending quantitative tightening early and restarting asset purchases through the Reserve Management Program. This effectively adds liquidity to a system that was showing signs of stress this past several months. Another risk is a renewed slowdown in AI CapEx, particularly as markets demand clearer payback from debt-funded spending. And geopolitically, the U.S. intervention in Venezuela raises new questions. Strategically, it reinforces U.S. influence in the Western Hemisphere and supports our ‘Run It Hot' thesis—but the key wildcard remains whether China chooses to react. Net-net, we think the balance of risks and rewards still favor leaning into this early-cycle recovery and our bullish outlook for US equities in 2026. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!
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Wall Street was subdued as investors brace for a busy week of jobs data, with US stocks edging lower while Treasuries firmed as the Fed rate debate continued. In company news, Tesla shares pushed toward a record high for the first time this year, while ServiceNow fell as analysts weighed the merits of its Armis acquisition. In commodities, oil prices slipped as the broader supply outlook offset disruptions to Venezuelan flows, copper rose on a weaker US dollar, and gold climbed to a seven-week high. Back home, Aussie shares are expected to fall ahead of consumer confidence data. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Masterpiece Audiobooks: Collection of Chinese Classic Novels
Masterpiece Audiobooks: Collection of Chinese Classic Novels
APAC stocks were mostly subdued with the region failing to sustain the positive global risk momentum that had been spurred by US-China trade optimism and US government reopening hopes, while there were few fresh catalysts overnight to fuel the recent rally.US Senate voted 60 vs. 40 to pass legislation to fund the federal government and end the shutdown, while the bill now goes to the House.US House Speaker Johnson is seeking a Wednesday vote on the stopgap bill, and won't commit to an ACA subsidy vote.China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market finished with gains of 1.8% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Sep), EZ & German ZEW (Nov), US NFIB (Oct), Weekly Prelim Estimate ADP, Riksbank Minutes, Speakers including ECB's Lagarde, BoE's Greene & Dhingra, RBA's Jones, Supply from Netherlands, Earnings from Porsche SE, RWE & Alcon. Holidays: US Veterans' Day; Canadian Remembrance DayRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks were mostly subdued following the mixed lead from Wall St, where the majority of sectors declined but tech outperformed.RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.8% after the cash market closed with gains of 0.3% on Monday.DXY is flat, antipodeans lag with AUD softer post-RBA. JPY outperforms, underpinned by a haven bid and more verbal intervention.In a rare pre-budget press conference today, UK Chancellor Reeves will indicate she is prepared to break Labour's manifesto promise not to raise income tax, according to The Telegraph.Looking ahead, highlights include Canadian Trade, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF vote process begins, ECB's Lagarde, Nagel and Balz, BoE's Breeden & Fed's Bowman, Supply from UK & Germany.Earnings from Phillips, Evonik, Fresenius MC, Ferrari, BP; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
After the Dodgers lost game 4 of the world series we discuss if there wasnt enough energy at Dodger Stadium and whether the Dodgers need to change the lineup considering their offensive issues. David Vassegh joins us live at Dodger Stadium.
https://thecommunists.org/2025/08/01/news/syria-subdued-but-for-how-long/ The first wave of anti-HTS resistance has been defeated, but more will surely rise. The destruction of the Syrian Arab Republic was a major blow for the middle-eastern Axis of Resistance, but the overall balance of forces continues to shift away from the imperialist powers and their regional proxies. Subscribe! Donate! Join us in building a bright future for humanity! www.thecommunists.org www.lalkar.org www.redyouth.org Telegram: t.me/thecommunists Twitter: twitter.com/cpgbml Soundcloud: @proletarianradio Rumble: rumble.com/c/theCommunists Odysee: odysee.com/@proletariantv:2 Facebook: www.facebook.com/cpgbml Online Shop: https://shop.thecommunists.org/ Education Program: Each one teach one! www.londonworker.org/education-programme/ Join the struggle www.thecommunists.org/join/ Donate: www.thecommunists.org/donate/
Published March 28, 2024
Not quite wet enough to be sub dude, but still a damp and dreary morning. I mumbled about Way of the Wielder and Factorio along with recaps of yesterday’s fun with City Inspectors and My Visit With Roger. (Not to … Continue reading →
By late summer, the male Mallard's need for fancy feathers to attract the females has passed. These birds have molted, and their bright feathers are replaced with mottled brown ones. Subdued colors help camouflage the male ducks, protecting them from predators. Come fall, the male Mallards will molt again and become the colorful dandies we remember.More info and transcript at BirdNote.org.Want more BirdNote? Subscribe to our weekly newsletter. Sign up for BirdNote+ to get ad-free listening and other perks. BirdNote is a nonprofit. Your tax-deductible gift makes these shows possible.
US President Trump announced a 35% tariff for Canada and flagged a potential 20% blanket tariff for other countries; US is set to keep the tariff exemption for USMCA goods, according to a US official.Trump also noted the EU will receive a letter by Friday. Ahead of this, European bourses are in the red with sectors (ex-energy, post-BP) following suit.Stateside, futures are lower into a docket headlined by potential trade developments, ES -0.6%.USD extends on its recent recovery, resilient to trade updates. DXY notched a 97.89 peak, G10s broadly under pressure with the JPY lagging.Fixed was lifted by the above updates, since pulled back and moved into the red, a pullback intensified by a hawkish interview with ECB's Schnabel.Choppy trade for crude awaiting developments on numerous in-play factors, precious metals glean from the risk tone while base peers are tarnished.Looking ahead, highlights include Canadian Jobs, Fitch on Germany, DBRS on Sweden, Speakers including ECB's Cipollone. Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
For commercial aviation the Paris Air Show opened in somber mood following the AI 171 crash but there was still plenty for our editors to discuss. Listen in as Joe Anselmo, Thierry Dubois Jens Flottau, Guy Norris and Mark Pilling share their highlights.
PREVIEW: Colleague Jeff Bliss of Pacific Watch reports that the seventh night of disorder in LA and other cities, including Las Vegas, was subdued and absent looting. More. 1900 POTLAND
European equities are subdued awaiting US data and Fed Chair Powell; US equity futures also tilt lower (ES -0.6%).DXY is subdued and contained whilst havens seen some inflows amid the broader risk tone.Fixed income benchmarks trade slightly firmer into US data and Fed Chair Powell's speech. Crude futures are curtailed by Trump suggesting the US is getting close to a deal with Iran, while metals await data & Powell.Looking ahead, highlights include US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECBʼs de Guindos; Fed Chair Powell & Barr, BoEʼs Dhingra. Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said he is going to make a fair deal with China on trade; predicts that China will eat the tariffs.Stocks trade tentatively ahead of a slew of key risk events, including US GDP/PCE and earnings from Microsoft & Meta.USD looks to build on Tuesday's advances, EUR overlooks strong GDP, AUD is supported by hot CPI.USTs are contained into data & refunding, EGBs firmer but largely unaffected by a data deluge.Subdued trade across industrial commodities amid uncertainty and overall downbeat Chinese PMIs.Looking ahead, US ADP, GDP, PCE (Q1 & for March), ECI, BoC Minutes, Comments from BoE's Lombardelli, US Quarterly Refunding.Earnings from, Microsoft, Meta, Robinhood, Qualcomm, Albemarle, eBay, Humana, Caterpillar, International Paper, GE Healthcare, Hess.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.
The Toronto Maple Leafs fall 2-1 to the Florida Panthers in Sunrise, the first leg of their back-to-back in Florida. JD Bunkis and Justin Bourne break down the game and discuss how the two teams would match up in a playoff series, concerning lack of production from the bottom six, Joseph Woll's play in the losing effort, the importance of tomorrow's game in Tampa and much more.The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.
04-07-25 - UFC Champ Henry Cejudo Subdued A Man Who Crashed Into House In John's Hood - One Of John's Former Tony Romas CoWorkers Died Making Us Wonder Who's Next - People Who Vainly Stalk Exs On SMSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
04-07-25 - UFC Champ Henry Cejudo Subdued A Man Who Crashed Into House In John's Hood - One Of John's Former Tony Romas CoWorkers Died Making Us Wonder Who's Next - People Who Vainly Stalk Exs On SMSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In hour one, Marcus Mariota would have been a better backup for Miami than Zach Wilson, per Hoch and Crowder. Dolphins fill up some roster spots but no splash signings from Grier - the Dolphins GM is not operating like it's a ‘must win' season. Plus, Crowder reminisces about partying with Dan Uggla. After, more on the early NFL free agency period with Infinity Sports Network radio host, Zach Gelb.
Episode 262 - Subdued First lookout for #OFFTHEDOME . What album did you force yourself to like because you purchased it? What's a word that you mispronounced that haunts you?Topics Discussed -Will Smith and Big Sean Single Reaction-Is Will Smith Over The Matrix?-Tommy Richman's new Single?-Who's The Best On Screen Alfred Pennyworth?-Who wins in fight between GOTG and The Defenders?OS Song of The WeekJohnnie's Pick - 2 Eleven x Jay Rock - Black DynamiteRalph's Pick - BigXThaPlug - Life of a BossPlease Enjoy on All Major Platforms and OverSatThePod.Com. Please Comment, Rate , and Subscribe.
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