POPULARITY
Beijing’s message was clear: We are a great power and a force for good. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and China bureaus. For September, host and deputy foreign editor Albert Wai connects again with senior China correspondent Yew Lun Tian. They revisit the 2025 China Victory Day Parade, focusing on Beijing’s message to the world and what it reveals in terms of foreign policy preoccupations. China’s WWII narrative was loud and clear: We have come a long way from being a victim to a great power. Additionally, the communist party is now strong enough to protect the nation. For the domestic audience, the event was a great source of pride and served to galvanise the people during a time of great power rivalry with Washington. Taken together with the Shanghai Cooperation Organisation Forum and the Xiangshan Forum on defence matters, September was a high-key month for China’s narrative building efforts as a responsible global player. It sought to portray itself as a great power with friends, while leading the call for a new security order. Looking ahead, it remains to be seen if China’s narrative shaping efforts would strengthen its hand when dealing with the United States. Highlights (click/tap above): 1:14 What is the big deal about the parade? 2:34 Futuristic weapons under the spotlight 5:21 Indonesian President Prabowo gets prime seat 6:57 Why WWII history matters to the Chinese government 8:49 Massive logistical preparations before the event 11:03 Do Chinese people still feel anger or resentment towards the war? 16:10 The West didn’t want to endorse China’s WWII narrative 17:30 China’s vision for a new security order 20:32 Looking ahead: APEC in South Korea and a Trump-Xi meeting Read more: https://www.straitstimes.com/asia/east-asia/china-showcases-military-diplomatic-prowess-at-parade-attended-by-putin-kim Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani & Natasha Liew Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg SPH Awedio app: https://www.awedio.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.
Beijing’s message was clear: We are a great power and a force for good. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and China bureaus. For September, host and deputy foreign editor Albert Wai connects again with senior China correspondent Yew Lun Tian. They revisit the 2025 China Victory Day Parade, focusing on Beijing’s message to the world and what it reveals in terms of foreign policy preoccupations. China’s WWII narrative was loud and clear: We have come a long way from being a victim to a great power. Additionally, the communist party is now strong enough to protect the nation. For the domestic audience, the event was a great source of pride and served to galvanise the people during a time of great power rivalry with Washington. Taken together with the Shanghai Cooperation Organisation Forum and the Xiangshan Forum on defence matters, September was a high-key month for China’s narrative building efforts as a responsible global player. It sought to portray itself as a great power with friends, while leading the call for a new security order. Looking ahead, it remains to be seen if China’s narrative shaping efforts would strengthen its hand when dealing with the United States. Highlights (click/tap above): 1:14 What is the big deal about the parade? 2:34 Futuristic weapons under the spotlight 5:21 Indonesian President Prabowo gets prime seat 6:57 Why WWII history matters to the Chinese government 8:49 Massive logistical preparations before the event 11:03 Do Chinese people still feel anger or resentment towards the war? 16:10 The West didn’t want to endorse China’s WWII narrative 17:30 China’s vision for a new security order 20:32 Looking ahead: APEC in South Korea and a Trump-Xi meeting Read more: https://www.straitstimes.com/asia/east-asia/china-showcases-military-diplomatic-prowess-at-parade-attended-by-putin-kim Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani & Natasha Liew Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg SPH Awedio app: https://www.awedio.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.
The panel covers multiple tech updates, starting with another Plex data breach and the importance of password hygiene, passkeys, and MFA. Chuck Joiner, David Ginsburg, Marty Jencuis, Web Bixby, Jim Rea, Eric Bolden, Jeff Gamet, Brian Flanigan-Arthurs, and Norbert Frassa discuss FDA clearance for Apple Watch hypertension detection and its impact on health monitoring. The group reviews the latest Apple Sports app improvements, including CarPlay integration and live updates. The show wraps with analysis of TikTok's uncertain U.S. future and broader concerns over social media algorithms. Today's MacVoices is supported by Insta360 and their new GO Ultra, the tiny 4K camera that goes everywhere with you. Visit store.Insta360.com and use the code “MacVoices” for a free set of Sticky Tabs. Show Notes: Chapters: [0:00] Intro and sponsor mention[0:40] Another Plex data breach and password advice[2:38] Passkeys, MFA, and password hygiene humor[3:47] FDA clears Apple Watch hypertension detection[4:49] Health monitoring stories and awareness[6:08] Plex security reminders and MFA[6:33] Apple Sports app update and widgets[8:06] CarPlay integration and live activities[8:54] Score updates, delays, and fan frustrations[11:29] TikTok's uncertain U.S. future[15:30] Algorithm control and political concerns[17:12] Broader social media manipulation discussion[19:57] Privacy, platforms, and user data debates[21:35] Social platforms, cookies, and tracking anecdotes[22:55] Closing notes and support links Links: Another Plex data breach sees company urge users to change their passwordhttps://9to5mac.com/2025/09/09/another-plex-data-breach-sees-company-urge-users-to-change-their-password/ Apple Watch hypertension alerts feature receives FDA clearancehttps://9to5mac.com/2025/09/11/apple-watch-hypertension-alerts-feature-receives-fda-clearance/ Apple Sports app gets widgets for live scores and schedules on your home screenhttps://9to5mac.com/2025/09/16/apple-sports-app-gets-widgets-for-live-scores-and-schedules-on-your-home-screen/ TikTok's U.S. future rests on Trump–Xi meeting this weekhttps://searchengineland.com/tiktok-us-future-trump-xi-462002 Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology “man about town”. Follow him on Twitter and see what he's up to. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
The panel covers multiple tech updates, starting with another Plex data breach and the importance of password hygiene, passkeys, and MFA. Chuck Joiner, David Ginsburg, Marty Jencuis, Web Bixby, Jim Rea, Eric Bolden, Jeff Gamet, Brian Flanigan-Arthurs, and Norbert Frassa discuss FDA clearance for Apple Watch hypertension detection and its impact on health monitoring. The group reviews the latest Apple Sports app improvements, including CarPlay integration and live updates. The show wraps with analysis of TikTok's uncertain U.S. future and broader concerns over social media algorithms. http://traffic.libsyn.com/maclevelten/MV25244.mp3 Today's MacVoices is supported by Insta360 and their new GO Ultra, the tiny 4K camera that goes everywhere with you. Visit store.Insta360.com and use the code “MacVoices” for a free set of Sticky Tabs. Show Notes: Chapters: [0:00] Intro and sponsor mention [0:40] Another Plex data breach and password advice [2:38] Passkeys, MFA, and password hygiene humor [3:47] FDA clears Apple Watch hypertension detection [4:49] Health monitoring stories and awareness [6:08] Plex security reminders and MFA [6:33] Apple Sports app update and widgets [8:06] CarPlay integration and live activities [8:54] Score updates, delays, and fan frustrations [11:29] TikTok's uncertain U.S. future [15:30] Algorithm control and political concerns [17:12] Broader social media manipulation discussion [19:57] Privacy, platforms, and user data debates [21:35] Social platforms, cookies, and tracking anecdotes [22:55] Closing notes and support links Links: Another Plex data breach sees company urge users to change their password https://9to5mac.com/2025/09/09/another-plex-data-breach-sees-company-urge-users-to-change-their-password/ Apple Watch hypertension alerts feature receives FDA clearance https://9to5mac.com/2025/09/11/apple-watch-hypertension-alerts-feature-receives-fda-clearance/ Apple Sports app gets widgets for live scores and schedules on your home screen https://9to5mac.com/2025/09/16/apple-sports-app-gets-widgets-for-live-scores-and-schedules-on-your-home-screen/ TikTok's U.S. future rests on Trump–Xi meeting this week https://searchengineland.com/tiktok-us-future-trump-xi-462002 Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology “man about town”. Follow him on Twitter and see what he's up to. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Live from Zürich: Trump’s combative UN speech sparks debate on trade and multilateralism. Rajesh Mirchandani weighs in, while Aleksandra Tirziu and Remko Tanis discuss India-Europe relations, China in Africa and Trump-Xi prospects.See omnystudio.com/listener for privacy information.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Trump/Xi Call1:59 Tariff Revenue for Farmer Bailout3:41 H-1B Visa Plan6:42 2026 Acres8:20 China Soy Imports9:59 The Funds10:47 Flash Sale11:11 Cattle on Feed
APAC stocks traded mixed after Chinese markets failed to benefit from the phone call between US President Trump and Chinese President Xi on Friday, with some citing a lack of concrete progress.US lawmakers face a deadline of September 30th to pass a funding bill to avoid a government shutdown. Members of the Senate are not scheduled to return to Washington until September 29th, and House lawmakers are not due to return until October 7th, according to NBC.Estonia triggered NATO Article 4 after three Russian MiG-31 jets entered its airspace on Friday, while Germany scrambled fighter jets to track a Russian plane over the Baltic Sea over the weekend.European equity futures are indicative of an uneventful cash market open with Euro Stoxx 50 futures U/C after the cash market closed flat on Friday.Looking ahead, highlights include EZ Consumer Confidence Flash (Sep), Canadian Producer Prices (Aug); Speakers include BoE's Pill, Bailey, Fed's Williams, Musalem, Barkin, Hammack, BoC's Kozicki; Supply from the EU.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
En este episodio de El Brieff del 22 de septiembre abordamos la exigencia de Sheinbaum a la FGR para probar acusaciones contra el senador Adán Augusto López y el exsecretario Hernán Bermúdez; el posible castigo de hasta 158 años para “El Abuelo”; el debate interno de EE.UU. sobre ataques a cárteles; el récord histórico de reservas de Banxico; la tercera semana consecutiva de ganancias en Wall Street; la depreciación del peso y la llamada Trump–Xi sobre TikTok; el alza de precios de Xbox; el gadget de IA de OpenAI; la tarifa de 100,000 USD en visas H-1B; la oferta de Apollo por el Atlético de Madrid; protestas por censura en Hollywood; y el auge de viajes ejecutivos que impulsa a JAL y ANA.Este episodio cuenta con el apoyo de STRTGY Predict: inteligencia de mercado accesible para PyMEs. Con IA avanzada y análisis profesional desde 35,000 pesos, democratizamos los insights de grandes corporativos para impulsar el crecimiento inteligente de tu empresa. Conoce más aquí o escríbenos a hola@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.
Wall Street closed out the highly anticipated Federal Reserve week with stocks notching fresh all-time highs as prospects for more rate cuts bolstered the outlook for corporate earnings. US President Donald Trump said Friday that he would meet Chinese President Xi Jinping on the sidelines of the upcoming Asia-Pacific Economic Cooperation summit and hailed progress toward finalizing a deal over TikTok, after a highly anticipated call on Friday. The in-person meeting would be the first between the leaders of the world's two largest economies since the US president returned to office, and settles an extended back-and-forth between Washington and Beijing around the venue and timing. The APEC summit is slated to be held in South Korea next month. We get perspective from Patrick Kennedy, Managing Partner at AllSource Investment Management.Meantime, Asian shares edged higher at the open, led by Japan, after the central bank eased concerns over plans to offload its massive exchange-traded fund holdings. The Nikkei-225 Index jumped 1.3% as trading kicked off in a new week, bouncing back after the Bank of Japan's comments on ETF sales spooked the markets Friday. Shares in Australia and South Korea also rose at the open. We get more on the markets from Alicia Garcia Herrero, Chief APAC Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.
A cyberattack on a provider of check-in and boarding systems has disrupted operations at several major European airports. Estonia reports an unprecedented airspace violation by Russian jets in the latest test for NATO. The Trump administration says it'll ask companies to pay $100,000 per year for H-1B worker visas. The U.S. and China make progress on a TikTok deal. Plus, what to expect from a packed weekend in sports – including the World Athletics Championships. Listen to On Assignment here. Read today's recommended read here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
A big morning in Washington: the President holding a much-anticipated call with Chinese President Xi Jinping, as House lawmakers vote to avert a shutdown and RFK Jr's vaccine advisory panel meets for a second day. Carl Quintanilla, Sara Eisen, and David Faber broke the latest headlines on all 3 stories this hour - along with more on the market impact with Rockefeller International Chairman and longtime market veteran Ruchir Sharma. Plus: what all these new guidelines for vaccine makers means for pharma stocks - as the group underperforms on the year... Also in focus: Apple fans around the world lining up to get their hands on the latest iPhones, with new models officially now on sale. Hear a read from the ground at one of the company's NYC stores - and discussion with one analyst who's keeping his hold rating on the name. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Michael Reinking, Senior Market Strategist at the NYSE, recaps a week where the Fed cut rates 25 basis points, lifting markets to record highs. U.S.-China talks, including a framework for a TikTok deal, eased tensions and supported global indices. Strong retail sales added momentum, though not inflation adjusted. Small caps outperformed following the Fed's move. Reinking flags the Trump-Xi call, triple-witching, and PMI and PCE data as next week's key drivers.
Good on the Fever for advancing in the playoffs.. at least the city will keep the homeless out of downtown during their run. Arrow McLaren seeking tax breaks on $30M headquarters project. Pete Buttigieg enters the redistricting fight, slamming the GOP's efforts in Indiana. Trump Xi phone call regarding the future of TikTok. Matt Bair's mom is a carSee omnystudio.com/listener for privacy information.
Congratulations to the Fever and the city. Trump admits Putin ‘let me down’ on Ukraine peace talks. CDC panel votes to push back MMR vaccine recommendation to 4 years old. Uber Eats will soon be making some meal deliveries with drones. When you have $14.5 million, you can turn down $14.5 million. Jimmy Kimmel is responsible for Jimmy Kimmel More fun with Tara Hastings. Indiana retirement system still investing in Hong Kong despite China ban. Where is that Deepfake Porn video? Mouthpiece Purge. Left is not toning down the rhetoric Good on the Fever for advancing in the playoffs, at least the city will keep the homeless out of downtown during their run. Arrow McLaren seeking tax breaks on $30M headquarters project. Pete Buttigieg enters the redistricting fight, slamming the GOP's efforts in Indiana. Trump Xi phone call regarding the future of TikTok. Matt Bair's mom is a carSee omnystudio.com/listener for privacy information.
President Donald Trump said he and Chinese leader Xi Jinping made progress on a TikTok agreement and pledged to meet face to face in just over a month in South Korea.The U.S. House of Representatives on Friday passed a stopgap government funding bill to avert a partial government shutdown beginning Oct. 1, sending it on to the Senate for approval. The House narrowly approved the package by a vote of 217–212, with two Republicans joining Democrats in opposition.
US equity futures are slightly softer. Asia ended mixed, and European equities opened mostly firmer. Focus remained on the Fed's rate cut cycle with markets highlighting the positive historical backdrop for equities despite rate headwinds from longer-dated yields. The September Philly Fed manufacturing index surged well above expectations, while weekly jobless claims normalized from last week's distortions. Headlines also centered on the Nvidia/Intel partnership, Trump's Supreme Court request to fire Fed Governor Cook, and confirmation of a 5-Nov hearing on IEEPA tariffs. Markets also looked ahead to the Trump–Xi call scheduled for Friday where trade, tariffs, and technology were expected to feature.Companies Mentioned: Jefferies Financial Group, SMFG, Altria Group, Philip Morris International, Cracker Barrel
Nuclear energy stocks were among some of the top performing stocks on Friday, something that caught the eye of Marley Kayden. Meanwhile, Sam Vadas recounts the developments from President Trump and Xi Jinping's TikTok talks. Headed into next week, Marley is looking to the PCE data out on Friday and explains why it's the Fed's preferred inflation gauge. And, Sam's watching Micron (MU) as the company reports 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
On today's podcast:1) The president threatens TV networks that criticize him after Jimmy Kimmel's suspension. President Trump has said US broadcast networks should face scrutiny over their licenses if they're too critical of him, and media executives and academics say companies are "bending to the will" of Trump's administration, making media companies look like state-run outlets.2) The call between President Trump and Chinese President Xi Jinping may determine the fate of TikTok and potentially ease trade tensions between the two countries. Trump and Xi are due to discuss a framework agreement to shift control of TikTok's US operations from its Chinese parent ByteDance to a consortium of American investors.3) President Trump has asked the US Supreme Court to let him fire Federal Reserve Governor Lisa Cook while she fights his attempt to oust her. The Justice Department asked the court to at least temporarily pause a Washington federal judge’s ruling that has allowed Cook to remain in her position for now.See omnystudio.com/listener for privacy information.
Just appointed Fed Governor Stephen Miran joins Money Movers for his first interview since being confirmed to the Fed. The lone member to dissent from the rest of the board of governors, calling for a 50 basis point cut at this week's meeting. His views on the impact of tariffs on inflation, concerns over Fed independence, and how much lower he wants rates to go. Plus breaking this hour: the readout from President Trump's call with Chinese President Xi. The future of TikTok a key discussion point. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
BoJ kept rates unchanged at 0.50%, as expected, but surprised markets with the announcement to begin selling ETF and J-REIT holdings.US President Trump said he will be harsh if he has to ask Russian President Putin for a ceasefire, but it doesn't feel like the time to do so.US President Trump reportedly seeks to speed up large power projects to meet AI demand.APAC stocks traded mixed as the region only partially sustained the momentum from Wall St, where the S&P 500, DJIA and NDX climbed to fresh record highs.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures flat after the cash market closed with gains of 1.6% on Thursday.Looking ahead, highlights include UK Retail Sales (Aug), German Producer Prices (Aug), Canadian Retail Sales (Jul), Quad Witching, Trump-Xi phone call, Speakers include BoJ Governor Ueda, Speakers including ECB's Lagarde, Fed's Daly, Miran, & Former Fed President Bullard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
BoJ kept rates unchanged at 0.50%, as expected, but surprised markets with the announcement to begin selling ETF and J-REIT holdings.European bourses are mostly higher whilst US equity futures are flat.USD extends its winning streak, GBP underperforms and is pressured by woeful borrowing data, which puts added pressure on UK Chancellor Reeves.USTs are slightly lower awaiting Fed speak, JGBs hit on the BoJ, Gilts lag after concerning borrowing data.Crude is on the backfoot, whilst Spot gold is firmer awaiting the Trump-Xi meeting.Looking ahead, Canadian Retail Sales (Jul), Quad Witching, Trump-Xi phone call. Speakers including Fed's Daly, Miran, & Former Fed President Bullard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Los presidentes de EEUU y China, Donald Trump y Xi Jingping, hablarán hoy para tratar temas relacionados con el comercio y cerrar el acuerdo para la venta de la parte estadounidense de TikTok. El ministro de Finanzas canadiense, Philippe Champagne, participará hoy y mañana en el Eurogrupo y el Ecofín de Copenhague. Hacienda recauda casi 19.000 millones de euros en 2024 de la contra el fraude, un 13% más que en 2023.
Grains retreat as Trump Xi call yields no trade progress. Soybeans slide on tariff concerns, corn steady despite EU buying. Cattle firm, gold rebounds, crude weakens into Friday close.
President Trump and Chinese leader Xi Jinping held talks on Tiktok on Friday. Apple's newest iPhone goes on sale. And how should you be playing stocks right now? It is all here on Power Lunch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
The STI opened higher at 4,315 points but closed down 0.2% at 4,302 as early momentum faded. Across Asia, markets were mixed after the Fed’s rate shift, with eyes on an upcoming Trump-Xi call.Japan’s Nikkei slipped 0.59% after the BOJ held rates steady, while Taiwan is poised to overtake South Korea in GDP per capita as early as 2025. What do these signals mean for investors? And where might the next opportunities or risks emerge?On Market View, Nadiah Koh breaks down these developments with Benjamin Goh, Head of Research and Investor Education at SIAS.See omnystudio.com/listener for privacy information.
Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Oracle's TikTok Lifeline Oracle, Andreessen Horowitz plot TikTok takeover to dodge US ban. ByteDance drops to
Asian stocks posted modest gains at the open after Wall Street hit fresh highs ahead of an expected Federal Reserve interest-rate cut this week. Shares in Japan, Australia and South Korea opened higher, with the MSCI Asia-Pacific Index hovering near its record high. Bets on Fed easing sent the S&P 500 above 6,600 on Monday, while the Nasdaq 100 posted its longest advance since 2023. Meantime, Donald Trump's economic adviser Stephen Miran is on his way to joining the Federal Reserve board after the Senate confirmed him to the post in a vote Monday evening. The Senate voted largely along party lines to approve Miran's nomination, setting him up to walk into the Fed's Washington offices Tuesday morning in time for this week's FOMC meeting. We get the views of Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex.Plus - President Trump said he would speak with Chinese leader Xi Jinping on Friday as US and Chinese officials reached a framework deal on keeping the TikTok app running in the US. It would be the first direct engagement between Trump and Xi since June. US Treasury Secretary Scott Bessent, who led the talks in Spain, told reporters that a framework to keep ByteDance's TikTok app running in the US had been reached. China's Vice Commerce Minister Li Chenggang also told reporters in Madrid that a framework of "consensus" had been reached on TikTok, while cautioning that Beijing won't sacrifice principles for a deal. We get reaction from Wendy Cutler, Vice President at the Asia Society Policy Institute. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade.See omnystudio.com/listener for privacy information.
Two sharply contrasting foreign policy visions emerged this week from China and the United States. In Beijing, President Xi Jinping outlined an agenda in talks with fellow BRICS leaders that directly challenged Donald Trump's “America First” doctrine, urging instead for stronger multilateral cooperation. Meanwhile in Washington, reports surfaced of a potential overhaul in U.S. security strategy, shifting the Pentagon's focus away from countering China abroad toward reinforcing defenses at home and across the Western Hemisphere. No other region around the world has as much at stake in this duel as Southeast Asia, effectively the frontline in the simmering great power rivalry. Dylan Loh, an associate professor at Nanyang Technological University in Singapore and a leading expert on Chinese foreign policy, joins Eric to discuss how Southeast Asian policymakers are responding to the mounting pressure coming from both Washington and Beijing. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH: www.projetafriquechine.com | @AfrikChine JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
00:00 Intro01:42 Trump: Xi Says China Won't Attack Taiwan During His Tenure03:52 Experts Weigh China–Russia Ties, Ukraine War04:35 Germany, Japan Warn on China's Global Security Role06:37 Fmr Hong Kong Leader Threatens Faith Group in Finland08:35 Jimmy Lai on Trial in Hong Kong, Trump Pledges Support10:32 Swatch Apologizes for Ad After Backlash in China13:32 Chinese Media Stir Anger Over Swiss Watch Brand15:14 China Extends Probe Into EU Dairy Products16:15 China Shifts Canola Imports From Canada to Australia17:59 China in Focus Thanks Viewers for 5 Years of Support
Rob York is director for regional affairs at Pacific Forum in Honolulu, working on Korean Peninsular security and Indo-Pacific information warfare. He previously worked as production editor at the South China Morning Post in Hong Kong and as editor of NK News from 2013 to 2016. He earned his PhD in Korean history in 2023. Pacific Forum: https://pacforum.org/ Discussion Outline 0:00 Lee Jae Myung 17:50 Trump and Korea 39:00 North Korea 43:10 Communism 47:55 China in the 21st Century 1:10:00 Korea and Japan 1:15:50 The International Order David A. Tizzard has a PhD in Korean Studies and lectures at Seoul Women's University and Hanyang University. He writes a weekly column in the Korea Times, is a social-cultural commentator, and a musician who has lived in Korea for nearly two decades. He can be reached at datizzard@swu.ac.kr. Watch this video next: https://youtu.be/vIbpLfWJoZM?si=srRVQ1vRkLvCV076 Subscribe to the channel: @DavidTizzard/videos Thanks to Patreon members: Bhavya, Roxanne Murrell Join Patreon: https://www.patreon.com/c/user?u=62047873 Music by Jocelyn Clark Connect with us: ▶ David's Insta: @datizzard ▶ KD Insta: @koreadeconstructed Listen to Korea Deconstructed ▶ Listen on iTunes: https://podcasts.apple.com/kr/podcast/korea-deconstructed/id1587269128 ▶Listen on Spotify: https://open.spotify.com/show/5zdXkG0aAAHnDwOvd0jXEE ▶ Listen on podcasts: https://koreadeconstructed.libsyn.com
S&P futures slightly down with yields US 2-year down to 3.8% and 10-year down to 4.3%. Asia equities are trading mostly higher, European equity markets are narrowly mixed. Dollar softer. Oil down. Gold pulling back with White House to clarify tariff on gold bars. Industrial metals are mostly higher. On the latest batch of trade headlines, press coverage are mostly on US secondary tariffs over Russian crude purchases. VP Vance said China could be hit with tariffs, echoing President Trump last week. However, he also acknowledged the challenges targeting China given current ongoing talks, desire for Trump-Xi summit and China's rare earths leverage. Defiant stance from Beijing and Delhi also heightened skepticism that secondary sanctions will prompt any change to their Russian energy purchases.Companies Mentioned: Avantor, Tegna, Northern Data, Nexstar Media Group, Rumble
In this episode of All Things Policy, Anushka Saxena quizzes Ms. Laura Silver, Associate Director at Pew Research Center, on their latest Survey report assessing international views on China and the US, as well as their leadership. Ms. Silver highlights the methodology used to conduct the Survey and the countries covered, the differences in views of middle-income and low-income countries toward China, and the shifts in opinions caused by Trump's policies.All Things Policy is a daily podcast on public policy brought to you by the Takshashila Institution, Bengaluru.Find out more on our research and other work here: https://takshashila.org.in/research-areasCheck out our public policy courses here: https://school.takshashila.org.in
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US Weather, Giant Crop2:42 US/EU Trade Deal4:13 US and China Talks8:05 The Funds8:53 Cattle on Feed11:13 Argentina Taxes12:09 China Heat13:27 Flash Sales
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race Pat speaks on Winning the AI Race Event and “Trump's AI Roadmap” (The Decode) https://x.com/PatrickMoorhead/status/1947644571627757683 https://x.com/PatrickMoorhead/status/1948044849858437209 https://x.com/PatrickMoorhead/status/1948045885939531813 https://x.com/PatrickMoorhead/status/1948063418696511930 https://x.com/PatrickMoorhead/status/1948057960636158019 https://x.com/danielnewmanUV/status/1948059191182045549 https://x.com/PatrickMoorhead/status/1948116469612527820 Pat on Yahoo Finance breaking the event down https://x.com/PatrickMoorhead/status/1948547645011525860 https://www.cnbc.com/2025/07/26/china-ai-action-plan.html US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode) https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/ https://x.com/PatrickMoorhead/status/1949535107288801287 https://x.com/danielnewmanUV/status/1949534884655145434 US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode) https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/ https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/ Trump announces ‘massive trade' agreement with Japan (Bulls and Bears) https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us Earnings Season (Bulls and Bears) Tesla Earnings https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html https://x.com/danielnewmanUV/status/1948525488936484961 IBM Q2 Earnings https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html Alphabet Inc. - Q2 2025 https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html https://x.com/danielnewmanUV/status/1947371163526570418 https://x.com/danielnewmanUV/status/1947724737813107160 T-Mobile US - Q2 2025 Earnings https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html ServiceNow Q2 2025 https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html https://x.com/PatrickMoorhead/status/1947726458891141274 https://x.com/danielnewmanUV/status/1947712998501462422 Intel - Q2 2025 Earnings https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html TSMC - Trillion Dollar Market Cap (Bulls and Bears) https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor
US equity futures are firmer with S&P up 0.3%. Asian equity markets are mostly higher, while European markets stay mixed. US 2Y yield down to 3.9% and 10Y down at 4.4%. Dollar softer, gold firmer. WTI crude goes slightly up. Industrial metals mostly higher. China's infrastructure names rallied following start of construction of mega dam project in Tibet worth CNY1.2T ($167.8B). On US and China talks, press highlighted expectations of a Trump-Xi meeting at APEC summit South Korea in late October, if not sooner. Beijing also confirmed top leaders will meet Europe's von der Leyen and Costa on Thursday, meanwhile added it would take countermeasures after EU included Chinese companies and banks in its latest sanctions against Russia as tensions between Beijing and Brussels simmer ahead of the summit. Companies Mentioned: Carlyle Group, Brookfield Renewable Partners, Microsoft
00:00 Intro01:28 Rubio: 'High Probability' Trump, Xi Will Meet This Year03:45 Vietnam Imposes Anti-Dumping Duties on China04:11 Trump Admin. Outlines Plans to Protect U.S. Farmland09:17 Pentagon Takes Top Stake in Largest U.S. Rare Earth Miner11:46 U.S., Japan, S. Korea Hold Joint Air Drills With B-52 Bomber13:43 U.S., Japan, and Australia Sign Naval Logistics Deal14:10 U.S., S. Korea Team Up on Shipbuilding to Challenge China14:37 Taiwan Conducts Live-Fire Exercises to Counter China16:22 Ukraine to Sanction Chinese Companies Arming Russia16:57 Brazil Explainer: Tariffs, Rare Earths, and China Relations19:50 TikTok Faces 2nd Probe by EU Watchdog
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Soybean/Corn Price Action and Trump5:24 US Weather8:45 Cattle Prices Surge11:46 Export Sales14:19 Trade Deficit16:37Jobless Claims
The gloves come off. Elon Musk and President Trump's relationship implodes in a spectacular and very public — way. The attacks are personal, and the cost to Musk is immense. Plus, The feud is overshadowing a major market event — President Trump's first call with China's Xi Jinping on trade. More high-level talks are promised. And later, Investors are absorbing all of it ahead of today's critical jobs report. Futures are bouncing back.
After months of waiting, President Donald Trump has had a call with Chinese Leader Xi Jinping. Democratic lawmakers are weighing in on Trump's travel ban announcement. Moscow says it's preparing for the biggest prisoner swap since the start of the war in Ukraine. Prosecutors say Luigi Mangione's diary entries reveal his motive for killing UnitedHealthcare's CEO. Plus, we'll tell you which iconic handbag is going up for auction. Learn more about your ad choices. Visit podcastchoices.com/adchoices
New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities. Plus: an interview you don't want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp's thoughts on the future of the business, AI demand, and even a recent NYT article that's led to criticism from some. Also in focus: Fundstrat's Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market's push off the lows “the most hated rally” in history. Plus: what's at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy. Squawk on the Street Disclaimer
Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to breaking news amid trade tensions: President Trump and China's President Xi spoke on the phone according to the Chinese Foreign Ministry. The anchors also discussed corporate layoff announcements from the likes of Procter & Gamble and Citi -- each company set to eliminate thousands of jobs. Hear what Carl, Jim and David said about Amazon reportedly preparing to test humanoid robots that could take the jobs of delivery workers. Also in focus: Elon Musk's "Kill the Bill" message attacking Trump's tax and spending cuts legislation, public debut day for stablecoin issuer Circle, Brown-Forman and PVH shares plunge.Squawk on the Street Disclaimer
MRKT Matrix - Thursday June 5th S&P 500 turns lower as Tesla shares slide, traders weigh Trump-Xi talk (CNBC) Elon Musk Urges Americans Take Action to ‘Kill' Trump Tax Cut Bill (Bloomberg) European Central Bank trims interest rates after inflation dips below target (CNBC) Global Bond Auctions Show Weaker Trend as Fiscal Angst Grows (Bloomberg) Financial stocks seem to be losing momentum and show signs of weakness (CNBC) Microsoft CEO Says OpenAI Alliance Changing But Remains Strong (Bloomberg) Procter & Gamble to Cut 7,000 Jobs (WSJ) Trump Signs Travel Ban for 12 Countries Including Afghanistan (Bloomberg) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
President Donald Trump is hosting German Chancellor Friedrich Merz at the White House on Thursday to discuss a wide range of pressing issues, with the Ukraine war, defense spending, and transatlantic trade tensions topping the list. The meeting marks the chancellor's first visit to Washington since his election victory in May. Merz, the leader of Germany's center-right Christian Democratic Union (CDU), has established a personal rapport with Trump, according to German media. The meeting comes just 10 days ahead of the G7 summit in Alberta, Canada, where both leaders are scheduled to attend.Trump and Chinese communist party leader Xi Jinping agree to send delegations for a meeting on trade. The two spoke by phone Thursday as tensions remain high over the ongoing US-China trade dispute.Israel has recovered the bodies of two Israeli American hostages taken in the Hamas terrorist organization's attack on Oct. 7, 2023. Israeli Prime Minister Benjamin Netanyahu said the remains of elderly married couple Judith Weinstein and Gad Haggai were recovered and returned to Israel in a special operation by the Israel Defense Forces and the Shin Bet internal security agency. Kibbutz Nir Oz in southern Israel announced the deaths of Weinstein, 70, and Haggai, 72, both of whom had Israeli and U.S. citizenship, in December 2023. Weinstein was also a Canadian citizen.
A triangle of tremendous intrigue today surrounding the White House. We discuss all the latest – and what could be at stake for the market with Bryn Talkington, Alex Kantrowitz and Courtney Garcia. Plus, we get you set up for Broadcom results in Overtime with star analyst Stacy Rasgon. And, Brown Forman's stock on the rocks today – we tell you why.
US equity futures slightly weaker. European markets opened flat to slightly higher, while most Asian markets ended in positive territory with Kospi outperforming. Markets focused on trade and central bank updates. The ECB is expected to cut rates by 25 bps today amid cooling inflation. Uncertainty remains over the timing of a potential Trump-Xi call, with reports citing reluctance from China's side. Institutional investors reportedly shifting away from US markets due to debt and trade concerns, with Europe seen as a relative beneficiary. Weaker-than-expected US ADP and ISM Services data added to Fed policy scrutiny ahead of Friday's jobs report. US fiscal concerns also back in focus, with the CBO projecting a $2.42T deficit increase from the reconciliation bill.Companies Mentioned: NVIDIA, Amazon, Citigroup
Bond yields fall after softer ADP employment data, setting the stage for Friday's jobs report. Our Rick Santelli breaks down the move, with Mike Santoli offering his take on what it means for markets. Adam Crisafulli of Vital Knowledge weighs in on jobs, the Fed, and the rate outlook. Earnings from Five Below, PVH, and MongoDB take center stage. Marko Papic of BCA Research discusses the implications of an expected Trump-Xi call on U.S.-China trade. Jim Paulsen joins to discuss the wave of strategists lifting their S&P 500 targets. Brent Thill of Jefferies and Gil Luria of DA Davidson go head-to-head in a CoreWeave valuation debate.
US equity futures are little changed. European markets are firmer, while most Asian markets gained. US-China trade tensions remain in focus, with Trump-Xi call reportedly expected Friday, though no confirmation yet. China's restrictions on rare earths getting more attention with press highlighting growing concern among car makers that shortage of magnets could grind auto production to halt within weeks. Moreover, US Steel tariffs come into effect today, but a temporary 25% tariff remains for the UK until its trade deal comes into force. Korea's Lee Jae-myung won the presidential election, pledging economic stimulus and renewed trade talks. Markets also eye ECB's Thursday meeting following soft Eurozone inflation and await US jobs data to gauge Fed's rate path.Companies Mentioned: BioNTech
S&P futures are pointing lower today, down (0.47%). European equity markets are firmer, following slightly weaker levels on Monday. Asian equity markets went mostly higher, with Hang Seng a notable outperformer. Overnight, US 2-year yield down 1 bps to 3.9% and 10-year down 3 bps to 4.4%. Dollar firmer, oil up, gold down, industrial metals lower. Renewed US-China trade tensions has spilled into public view with both sides accusing each other of reneging on Geneva deal. White House talking up prospects of a Trump-Xi call this week but no confirmation yet from China. Critical minerals remain source of tensions with China reportedly slow walking offer to relax rare earths curbs, a response to latest US tech curbs and revocation of Chinese student visas. Companies Mentioned: Snowflake, Merck, Crunchy Data, MoonLake Immunotherapeutics
Did President Trump speak with Xi Jinping about ending the trade war? The PBD panel breaks down conflicting reports, China's denial, and what this could mean for global markets, U.S. credibility, and Trump's next move in the art of the deal.