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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.

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Episode 671: Neal and Toby chat about the US and China reaching a framework deal on TikTok. Then, President Trump wants quarterly earnings reports to go away. Also, Alphabet surpasses the $3T market cap milestone. Elon Musk buys back $1B of Tesla stock. Convenience stores are stealing customers away from fast-food joints for breakfast. FTC takes aim at Ticketmaster. Apple's Liquid Glass is here. Finally, Mondo Duplantis reaches new heights.  Check out https://www.indeed.com/brew for more Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's Headlines: Utah Gov. Spencer Cox says accused shooter Tyler Robinson isn't cooperating, but the Washington Post found Discord messages where Robinson admitted to the shooting hours before his arrest. FBI Director Kash Patel revealed Robinson had also suggested his plans in texts and a now-destroyed note. Investigators describe him as politically radicalized against Kirk, though he has no criminal record and was still in trade school. Meanwhile, VP JD Vance guest-hosted The Charlie Kirk Show from his White House office, joined by Tucker Carlson, Stephen Miller, and others. Miller went full scorched-earth, calling left-wing groups a “domestic terrorist movement” that the government would dismantle “in Charlie's name.” In other news, Trump wants companies to ditch quarterly earnings reports, the U.S. and China reached a tentative TikTok sale deal ahead of tomorrow's deadline, and the Trump administration plans to destroy $10M worth of contraceptives intended for low-income countries despite global offers to take them. Trump also bragged about another strike on a Venezuelan “drug boat,” Israel launched a new ground offensive into Gaza with Rubio nodding along, and NY Gov. Kathy Hochul endorsed Zohran Mamdani over Andrew Cuomo. Resources/Articles mentioned in this episode: BBC: Suspect in Charlie Kirk shooting not cooperating with authorities, Utah governor says WaPo: Suspect In Charlie Kirk Shooting appears to confess in Discord chat NYT: FBI Head Says Note and DNA Link Suspect to Charlie Kirk Killing AP News: JD Vance says national unity is impossible with those celebrating Charlie Kirk's killing NBC News: 'We will do it in Charlie's name': Stephen Miller vows vengeance for Kirk's murder CNBC: Trump advocates end to quarterly earnings reports  CNBC: Bessent: TikTok deal 'framework' reached with China, Trump and Xi will finalize it Friday Axios: Planned Parenthood urges Trump not to destroy $10 million in contraceptives The Guardian: Trump announces deadly US strike on another alleged Venezuelan drug boat  Axios: Israel launches offensive to occupy Gaza City Axios: Rubio to discuss with Netanyahu Israeli plan for possible West Bank annexation NYT: Opinion | Kathy Hochul: Why I Am Endorsing Zohran Mamdani Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Rivian breaks ground on new EV factory in Georgia. And Workday will acquire Sana for $1.1 billion as part of enterprise AI push. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

For the Good of the Public brings you daily news and weekly conversations at the intersection of faith and civic life. Monday through Thursday, The Morning Five starts your day off with scripture and prayer, as we catch up on the news of the day together. Throughout the year, we air limited series on Fridays to dive deeper into conversations with civic leaders, thinkers, and public servants reimagining public life, for the good of the public. Today's host was Michael Wear, Founder, President and CEO of the Center for Christianity and Public Life.  Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. Scripture: Philippians 3 Today's host was Michael Wear, Founder, President, and CEO of the Center for Christianity and Public Life.  Join the conversation and follow us at: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@michaelwear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MichaelRWear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife and check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tsfnetwork⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by: Amber Glow #politics #faith #prayer #PopeLeoXIV #division #polarization #TikTok #China #Trump #WhiteHouse #HBCU #Education #funding #government Learn more about your ad choices. Visit megaphone.fm/adchoices

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

In this week's episode of China Insider, Miles Yu covers the recent anti-corruption movement and Gen Z protests that ousted former Prime Minister Oli and government officials, and examine China's role in the transition to the new interim government. Next, Miles breaks down the latest from US-China trade talks in Madrid, as the US seeks to advance the TikTok divestiture and framework for a bilateral trade deal, while China seeks to avoid further tariffs related to purchases of Russian oil. Lastly, Miles unpacks the historical data breach from China's Great Firewall that compromised highly confidential and protected information regarding the CCP's extensive exports of censorship and surveillance technology to foreign countries. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future. 

Merck's announcement that it is moving its R&D out of the U.K. highlights concerns about the country's life sciences policies. On the latest BioCentury This Week podcast, BioCentury's analysts discuss the life sciences ecosystem in the U.K., including MHRA CEO Lawrence Tallon's plans to create a world-class regulatory environment. They also discuss a bill passed by the U.S. House of Representatives that would end most U.S.-China academic research collaborations, and the recent success of 40-year-old biotech Insmed. This episode of BioCentury This Week is sponsored by IQVIA Biotech.View full story: https://www.biocentury.com/article/656997#biotech #biopharma #pharma #lifescience #MHRA #China #RandD #DrugDevelopment00:01 - Sponsor Message: IQVIA Biotech01:25 - U.K. Biopharma04:40 - Grand Rounds Cambridge09:45 - SAFE Research Act18:01 - Spotlight on Insmed26:32 - Sen. Cassidy's Vaccine CalloutTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Join Jim Rowan, former CEO and President of Volvo Cars, and Kevin O'Marah, Chief Research Officer at Zero100, as they discuss how supply chain leaders can navigate today's business environment. Jim shares his framework of six interconnected technologies for future relevance, explains how AI is reshaping organizations into dynamic neural networks, and offers practical advice for leaders seeking to become strategic partners to their CEOs. CSCO/COO evolution: From support to strategic partners (01:00)The six game-changing technologies that will drive future relevance (03:27)Agentic AI's potential impact on strategy and the org chart (08:20)How software-first thinking transforms supply chain strategy (11:31)What's next for Big Tech's big players? (15:39)US-China tensions and Europe's role in the tech ecosystem (20:06)How ops leaders can be effective partners to their CEOs (30:46)

```html welcome to wall-e's tech briefing for tuesday, september 16th! here are today's top tech stories: alphabet joins the $3 trillion club: alphabet hits a historic milestone, crossing $3 trillion in market capitalization amid a legal victory against harsh penalties for alleged search monopoly. u.s.-china tiktok agreement: the two countries reach a 'framework' agreement on tiktok's operations, averting a potential ban and signaling a breakthrough in negotiations. snap os 2.0 update: snap releases an update for its augmented reality glasses, enhancing user experience with a native browser, webxr support, and performance optimizations. nothing's series c funding round: the consumer electronics startup raises $200 million, led by tiger global, with plans to launch an ai-first device next year. robinhood ventures fund i: robinhood introduces a public fund designed to democratize access to high-potential startup investments, targeting sectors such as ai, fintech, and aerospace. stay tuned for tomorrow's tech updates! ```

The United States and China have reached a framework deal for the ownership of TikTok, following the latest round of trade talks held in Madrid. It's unclear what the final deal will look like, but US Treasury Secretary Scott Bessent says it involves switching the app to US-controlled ownership. The deal is set to be finalised by Presidents Donald Trump and Xi Jinping on Friday. This comes on the same day that China accused US chip giant Nvidia of violating the country's antimonopoly laws. 

Plus: China says Nvidia violated their antitrust law. And Tesla shares jump after Elon Musk makes $1 billion stock purchase. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Christopher Lochhead: Follow Your Different, we welcome back Ray Wang, principal analyst and CEO of Constellation Research, for a dynamic discussion on technology's future. We explore the explosive rise of AI-native companies, the shifting global tech landscape, and the urgent need for U.S. manufacturing revitalization. Ray also highlights NVIDIA's dominance in AI, the U.S.-China tech rivalry, and challenges facing Western innovation. The conversation addresses local governance, inefficiencies in public spending, and the importance of community-focused leadership. Insightful and timely, the episode offers a candid look at the opportunities and risks shaping tomorrow's tech-driven world. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. Ray Wang on the Rise of AI Exponential Companies: Redefining Tech's Competitive Landscape The tech industry is undergoing a radical shift as “AI exponentials” redefine how companies launch, scale, and compete. Coined by Christopher Lochhead and analyst Ray Wang, these ultra-lean ventures harness artificial intelligence to achieve extraordinary efficiency, often generating tens of millions in annual recurring revenue with only a few employees. ServiceNow's rise to a $180 billion market cap illustrates the long arc of cloud innovation, but today's startups push the model further. Sites like tinyteams.xyz track firms posting up to $20 million ARR per employee, while projects such as Turbo Learn AI, built by college dropouts using only ChatGPT, AWS, and Perplexity, show how minimal capital can now create high-impact software. This “atomization” of business echoes biotech's disruption of big pharma: innovation emerges outside legacy giants, who increasingly serve merely as distribution channels. The next frontier may be one-person, billion-dollar enterprises, unleashing vast creative potential while reshaping society. Ray Wang on the White Collar Recession and the AI-Driven Future of Work Ray Wang warns that the world is entering the largest White-Collar Recession yet, driven by rapid automation and AI. Tech giants like Microsoft and Nvidia expect to double revenue without adding comparable headcount, transforming the workplace from a broad pyramid into a narrow diamond. This shift threatens entry-level and managerial roles, leaving young workers with limited opportunities and older professionals facing displacement despite valuable expertise. Rather than simple layoffs, Ray sees an evolution of work. Experienced knowledge workers, equipped with affordable, scalable tools, are more likely to launch their own ventures than climb shrinking corporate ladders. Venture capital, built for slower, capital-heavy startups, struggles to keep pace as AI founders can bootstrap to profitability. The next two years, he predicts, will usher in a golden age of AI entrepreneurship. Yet this transformation raises urgent questions about mentorship, economic mobility, and how society will adapt alongside technological progress. Geopolitical AI, the US-China Cold War, and the Battle for Humanity's Future Ray Wang casts the US–China tech rivalry as a defining struggle for humanity's future: one fought with chips, algorithms, and influence rather than weapons. He contrasts China's centralized, surveillance-driven AI model with the West's ideal of decentralized abundance and freedom. This conflict, simmering for over a decade, now plays out in debates over chip exports, data sovereignty, and social-media persuasion wars. America currently holds a three-year chip advantage through companies like Nvidia, which dominate both hardware and AI software ecosystems. But Wang warns this lead is fragile: Chinese engineers are skilled, manufacturing capacity is world-class, and Europe risks irrelevance unless it chooses a side.

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 USDA and Corn Rally6:10 The Funds8:26 US/China Talks to Resume9:39 USDA Reporting Problems11:12 Rare Soybean Oil Sale

Plus: Tesla shares jump after Elon Musk purchases 2.5 million shares in the company. President Trump calls for an end to quarterly earnings report requirements. Zoe Kuhlkin hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead. Song: Family Tradition - Hank Williams Jr. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

The U.S. and China close in on a TikTok deal during Madrid trade talks. The Charlie Kirk shooting suspect is not cooperating with authorities, according to Utah's Governor.   A new Reuters investigation reveals that AI chatbots can be easily manipulated to help create phishing scams targeting elderly Americans. And The Pitt, The Studio and Adolescence win big at the Emmys. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read 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

U.S. trade talks facing even higher stakes after Chinese regulators announced that Nvidia violated one of the country's antitrust laws with the 2020 acquisition of Mellanox. We dig into the allegations and what it means for Nvidia's future in China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Information's Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.Articles discussed on this episode: https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-davidTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to:- The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

China just revealed unmanned fighter jets that could change the future of war. Military expert Rick Fisher explains how Beijing's new drone swarms—controlled by J-20 stealth fighters—are designed to ambush U.S. pilots, like raptors in Jurassic Park. Watch the full podcast here! https://chinauncensored.tv/programs/podcast-310

Send us a textPeaches is back in the team room, and this “daily” drop is anything but short. From the Air Force reactivating old commands to Space Force rolling out new uniforms, this episode dives into the chaos of DoD rebrands, reorganizations, and questionable decisions. Why are we shooting at UFOs with Reapers? Why is Congress playing budget chicken with defense spending? And do service members still have free speech when Big Brother's watching their socials?On top of that, Peaches drops updates on the Nashville Operator Training Summit, rants about suicide prevention critics, and even schools himself on where the hell Pease Air National Guard Base is. Strap in—this one swings from creatine gummies to constitutional rights, all with the usual Ones Ready sarcasm.⏱️ Timestamps: 00:00 – Peaches kicks it off with A&S attribute talk 01:20 – Nashville Operator Training Summit details (land & pool phases) 03:15 – Creatine gummies, scams, and third-party lab results 04:34 – General & flag officer nominations, CSAF contenders 06:59 – Venezuelan aircraft buzz US warship 08:15 – US–China defense talks and risk reduction 09:06 – Finland scores billion-dollar missile package 09:30 – September 11th commemorations across DoD 10:00 – AMC reactivates 21st Air Force 10:45 – US–Norway maritime strike tests 11:18 – Inactivation of the 924th Fighter Group 12:00 – AFRICOM senior enlisted leadership change 13:28 – KC-46 Pegasus test center at Pease ANG Base 14:30 – Suicide Awareness Month: Peaches' blunt callout 17:30 – Air Force Medical Command redesignation 18:59 – DoAF IT modernization efforts 19:30 – Combat readiness exercise in Turkey 20:00 – Aviano AFB hosts Italian change of command 20:45 – Space Force news: Vandenberg, Kirtland, and uniform rollout 22:30 – 50 years of intel service honored 23:14 – Budget stopgaps and the “Department of War” rebrand 25:00 – MQ-9 Reaper fires at UFO?! 26:30 – Service members, free speech, and First Amendment risks 28:30 – Wrap up and weekend outlook

US Treasury Secretary Bessent will meet with Chinese Vice Premier He and other senior Chinese officials next week in Madrid, while Bessent and He are to discuss key US-China national security, economic and trade issues.US President Trump's administration asked the US appeals court to pause a ruling that blocked the removal of Fed's Cook.ECB rate cut debate is said to not be over, but October is seen as too soon, and the next real discussion is more likely in December, according to Reuters sources.APAC stocks were mostly higher following the gains on Wall St; European equity futures indicate a marginally positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with gains of 0.5% on Thursday.Looking ahead, highlights include German CPI Final (Aug), UK GDP (Jul), French Final CPI (Aug), Spanish Final CPI (Aug), US University of Michigan Prelim (Sep), CBR Announcement, ECB Publication of ECB staff macroeconomic projections for the euro area, Credit Rating Reviews for France & Spain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent will meet with Chinese Vice Premier He and other senior Chinese officials next week in Madrid, while Bessent and He are to discuss key US-China national security, economic and trade issues.US equity futures are lower across the board, RTY lags. European bourses began marginally firmer, but have since waned.USD attempts to recover from the pressure seen on Thursday's data, DXY at highs, while the JPY lags.Fixed income is in the red, though USTs are set to end the week near-enough unchanged. Gilts are the relative outperformer post-GDP.Crude began in the red, extending to a new WTD low before bouncing and recouping some of Thursday's pressure. Metals firmer despite the USD strength.Looking ahead, highlights include US University of Michigan Prelim (Sep), CBR Announcement, Credit Rating Reviews for France & Spain. US President Trump on Fox.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

On today's show Andrew and Bill begin by looking back at last week's Victory Day parade. Topics include: The domestic messaging from the PRC, cold war imagery from a regime that denounces cold war thinking, questions about the EU perspective, the implications of the Power of Siberia 2 gas pipeline, North Korea's relationship to the PRC, a hot mic moment between Xi and Putin, and President Trump's Truth Social post responding to the parade. From there: A flurry of US-China stories, including Nvidia in the New York Times, a Politico report on Pentagon priorities, and PRC hackers allegedly impersonating Rep. John Moolenaar. At the end: The State Council continues a push for increased sports consumption and investment, thoughts on LeBron James in the People's Daily and the NBA's return to China, and South Park tackles the Labubu craze.

Michael Sobolik.Gordon Chang. China's Biowarfare Ambitions Threaten US Dominance and Global Health. China's Communist Party develops biowarfare, including ethnic-specific genetic attacks, to achieve strategic dominance over the US. China aims to divert US biotech innovation and control future vaccine distribution, leveraging lessons from COVID-19. US vaccine hesitancy and decreased investment in cutting-edge technology leave it dangerously exposed to future biothreats. 1906 PEKING DRUM TOWER

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 China Imports5:26 Crop Progress9:21 Brazil Planting Begins10:57 Russia Wheat11:54 Grain Shipments

Mariya Grinberg, assistant professor  of political science at the Massachusetts Institute of Technology, speaks with us on the topic of her new book, "Trade in War: Economic Cooperation Across Enemy Lines." In our talk she challenges the conventional wisdom that states stop trading during wartime. We discuss her 'wartime trade theory,' exploring how states balance military benefits and economic costs. The conversation also touches on modern applications, such as the US-China relationship and the Russia-Ukraine conflict, highlighting how trade dynamics evolve in wartime scenarios.

Trump’s One Big Beautiful Bill Act reorients U.S. energy policy, redefining its rivalry with China and the global transition. --- Once, climate and clean energy were common ground between the United States and China, most notably in the lead-up to the 2015 Paris Agreement. In the years since, cooperation has given way to competition. China has emerged as the global leader in clean energy manufacturing, while the U.S.—under the Biden administration—moved to catch up through the Inflation Reduction Act. Now, President Trump’s One Big Beautiful Bill Act has set a very different course. The law rolls back many clean energy incentives, puts new emphasis on fossil fuels and emerging technologies like advanced nuclear and certain hydrogen sources, and sharpens trade and supply chain tensions with China through expanded tariffs and Foreign Entity of Concern restrictions. What does this shift mean for U.S.–China relations, American competitiveness, and the global energy transition? Scott Moore, director of China programs and strategic initiatives at the University of Pennsylvania, joins Energy Policy Now to unpack the stakes. A leading expert on U.S.–China relations, Moore offers perspective on how Trump’s policies could reshape the balance of power between the world’s two largest economies. Scott Moore is Practice Professor of Political Science, and Director of China Programs and Strategic Initiatives, at the University of Pennsylvania. Related Content Climate Action in the Age of Great Power Rivalry: What Geopolitics Means for the Climate https://kleinmanenergy.upenn.edu/research/publications/climate-action-in-the-age-of-great-power-rivalry-what-geopolitics-means-for-the-climate/ Mitigating Climate Change Through Green Investments https://kleinmanenergy.upenn.edu/research/publications/mitigating-climate-change-through-green-investments/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

Japanese PM Ishiba said he has decided to resign as LDP president and gave instructions to hold an emergency LDP leadership election; LDP is making final arrangements for a leadership vote on October 4th, according to TBS.US President Trump said Waller, Warsh and Hassett are the three finalists for the Fed chair nomination.US-China trade talks have reportedly made little progress towards a deal, and an impasse was hit on the fentanyl issue, according to WSJ.Eight OPEC+ members agreed to raise the oil production by 137k bpd in October (as touted), citing a steady global economic outlook and current healthy market fundamentals.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with losses of 0.5% on Friday.Looking ahead, highlights include German Industrial Output (Jul), Trade Balance (Jul), EZ Sentix Index (Sep), US Employment Trends (Aug) & NY Fed SCE.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Japanese PM Ishiba said he has decided to resign as LDP president and gave instructions to hold an emergency LDP leadership election; LDP is making final arrangements for a leadership vote on October 4th, according to TBS.US President Trump said Waller, Warsh and Hassett are the three finalists for the Fed chair nomination.US-China trade talks have reportedly made little progress towards a deal, and an impasse was hit on the fentanyl issue, according to WSJ.European bourses hold a positive bias, whilst US equities futures are incrementally firmer/flat.JPY lags as Japanese PM Ishiba resigns, EUR eyes the French PM's confidence vote later today.USTs/Bunds are essentially flat; more focus on Japan's emergency LDP election; OATs await France.Crude gains post OPEC and amid geopolitics; Gold soars to another ATH.Eight OPEC+ members agreed to raise the oil production by 137k bpd in October (as touted), citing a steady global economic outlook and current healthy market fundamentals.Looking ahead, US Employment Trends (Aug), NY Fed SCE & French Confidence Vote.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Jack Burnham, Manhattan Project Lessons for AI and US-China Talent Competition Jack Burnham explains that China views the Manhattan Project as a key lesson in harnessing international talent for national strategic goals, particularly in artificial intelligence. The US successfully recruited theoretical physicists fleeing Nazi Germany, nurturing a scientific reserve for the atomic bomb project. Burnham notes that after World War II, the US continued to prioritize basic science funding, leading to its technological edge. However, he suggests the US is currently struggling with this, as funding issues and regulatory uncertainty are driving American scientists abroad and limiting foreign talent attraction while countries like China, the EU, France, and Canada actively recruit US scientists 1958

Under CCP pressure, the lead actor quit just three days before filming. And that's just the tip of the iceberg. Watch The Unrestricted War: https://gjw.us/unrestrictedwarmovie Watch the full podcast here! https://chinauncensored.tv/programs/podcast-309

In this episode of SparX, Mukesh Bansal speaks with Sharad Sharma, one of the key minds behind Aadhaar and UPI. Sharad shares why he left a successful corporate career to focus on nation building, and how India can avoid becoming a trade colony of China or a tech colony of the US by doubling down on deep tech and research-driven innovation.They discuss:- The origins of India Stack and Digital Public Infrastructure.- How UPI really scaled and the lessons for entrepreneurs.- Why India must build a strong R&D and product innovation ecosystem.- The urgent need for new research institutions, mid-career researchers, and long-term thinking.- How India can carve its own path in AI through health, education, and data-driven use cases.If you want to understand India's deep-tech playbook and the roadmap to Viksit Bharat, this is a must-watch conversation.

No one else was willing to do it. So they made a movie set in China at the outbreak of Covid. Because if they didn't, it could happen again. Watch The Unrestricted War: https://gjw.us/unrestrictedwarmovie Watch the full podcast here! https://chinauncensored.tv/programs/podcast-309

Google officially released Gemini 2.5 this week, with possibly the best AI name yet, Nano Banana. Many are saying this is now the top dog for image generation and spells the end for Photoshop. At the other end of the spectrum, Taco Bell is rethinking its AI ordering in the drive-thru. Plus, we get you caught up on the rest of the week's tech news. All so you can get out there and tech better. Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) Mr. Beast Team Water (03:15) Apple Event - September 9th, 2025 (05:35) MAIN TOPIC: Nano Banana (06:30) Google improves Gemini AI image editing with “nano banana” model 10 crazy Nano Banana AI image use cases that will blow your mind Google's official Nano Banana prompt guide Image editing in Gemini just got a major upgrade DAVE'S PRO-TIP OF THE WEEK:  Use built-in translation app as a foreign dictionary (13:55) JUST THE HEADLINES: (18:00) Florida deploys robot rabbits to control invasive Burmese python population Scientists unlock secret to thick, stable beer foams Rare snail has a 1-in-40,000 chance of finding a mate. New Zealand begins the search Your Word documents will be saved to the cloud automatically on Windows going forward World's first 1-step method by US-China team turns plastic into fuel at 95% efficiency Humans inhale as much as 68,000 microplastic particles daily, study finds Taylor Swift & Travis Kelce's engagement announcement breaks Instagram record TAKES: Taco Bell rethinks future of voice AI at the drive-thru (22:10) Nothing busted using professional photos as Phone 3 samples (24:10) Denmark to tackle deepfakes by giving people copyright to their own features (27:55) TransUnion says hackers stole 4.4 million customers' personal information (31:10) BONUS ODD TAKE: Snapshots of Kids Bike Jumping in the 1970s (33:35) PICKS OF THE WEEK:  Dave:  DuoLingo - freemium (37:20) Nate: 2 Pack Anker USB C Charger with Foldable Plug, 20W USB C Charger Block for iPhone 16/15 and More Series, Galaxy, Pixel, iPad (Cable Not Included) (45:00) RAMAZON PURCHASE OF THE WEEK (49:40)

In Darren's own research, topics like tariffs, industrial policy and the decaying rules-based economic order are a daily focus. On these issues and many more relating to the global economy, financial markets, economic security, and US-China geoeconomic rivalry, there is no-one whose expertise and judgment Darren respects more than that of Brad Setser, today's guest. In a conversation recorded on 1 September, three big themes are canvassed: (i) tariffs, (ii) China, and (iii) Australia's position in a fraying economic order. As the hosts of the “Odd Lots” podcast would say, Brad is the ‘perfect' guest, and Darren could not be more thrilled. What is motivating Trump, and what could constrain him? Which country has negotiated the best deal? Is China's export-driven economic model locked in? Could other countries rein in Beijing's overcapacity? Is the rules-based economic order finished? Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. Bred served as a senior advisor to the United States Trade Representative from 2021 to 2022 and as the deputy assistant secretary for international economic analysis in the U.S. Treasury from 2011 to 2015. Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning. Relevant links Brad Setser (bio): https://www.cfr.org/expert/brad-w-setser Odd Lots (podcast), "Liz Truss on the 'Doom Loop' Engulfing the UK Economy", 29 August 2025: https://www.youtube.com/watch?v=yyQOEJ38kW8 Jonathon Sine, “Litigation Nation, Engineering Empire: A review of Dan Wang's new book Breakneck”, Cogitations (substack), 28 August 2025: https://www.cogitations.co/p/litigation-nation-engineering-empire Bob Davis and Lingling Wei, Superpower Showdown: How the Battle between Trump and Xi Threatens a New Cold War (Harper Collins, 2020): https://www.harpercollins.com.au/9780062953070/superpower-showdown/ Mark Kurlansky, Salt: A world history (Penguin, 2003): https://www.harpercollins.com.au/9780062953070/superpower-showdown/

China & the Hill is now on Substack! → This week's edition China & the Hill is a weekly newsletter covering Washington DC's China-focused debates, actions, and reactions. Readers will receive a curated digest of each week's most pressing U.S.-China news and its impact on businesses and policy, and can listen to the top stories in podcast form on the U.S.-China Podcast.

What if the clean energy transition is built on one of the dirtiest secrets in industry—rare earth metals? They power EVs, AI, and defense systems, yet most are processed overseas with toxic, outdated methods. In this episode, Nicholas Myers, CEO of Phoenix Tailings, shares how his company is transforming mining waste into a clean, domestic source of critical materials. From backyard prototypes to pioneering world-first predictive complexation, Nick shares the grit, innovation, and vision it takes to scale deep tech in one of the world's most entrenched industries—and why zero-waste, zero-emission metals are vital for both energy security and the environment. Tune in to hear how backyard experiments grew into a global metals revolution.--- Hey Climate Tech enthusiasts! Check out Leaders on a Mission, where I interview climate tech leaders shaking up the industry and bringing us the next wave of sustainable solutions. Join me for a deep dive into the future of green innovation—exploring the highs, lows, and everything in between of pioneering new technologies.Tune in on…YouTube: https://www.youtube.com/@leadersonamissionNet0Spotify: https://open.spotify.com/show/7o41ubdkzChAzD9C53xH82Apple Podcasts: https://podcasts.apple.com/us/podcast/leaders-on-a-mission/id1532211726…to listen to the latest episodes!Timestamps:00:58 – Nick's unconventional journey04:17 – Backyard experiments begin07:22 – Tackling mining waste11:23 – Predictive complexation breakthrough13:40 – AI in metallurgy17:04 – US-China supply chain exposure19:15 – Scaling defense capacity22:56 – Financing beyond VC25:05 – Rare earths in production28:27 – Lessons from fundraising31:43 – The three-year IPO vision33:35 – Building high-performance teams38:31 – Values that drive Phoenix TailingsUseful links: Phoenix Tailings website: https://phoenixtailings.com/Phoenix Tailings LinkedIn: https://www.linkedin.com/company/phoenixtailings/Nicholas Myers  LinkedIn: https://www.linkedin.com/in/nicholaswilliammyers/Leaders on a Mission website: https://cs-partners.net/podcasts/Simon Leich's LinkedIn: https://www.linkedin.com/in/executive-talent-headhunter-agtech-foodtech-agrifoodtech-agritech/

00:00 Intro01:03 US-China Trade Talks: Who Holds the Leverage04:45 De Minimis Ends: What It Means for US Shoppers07:09 China Spies on Calls, Texts in Over 80 Countries08:26 DOD Probes Microsoft's China Coders on Military Projects09:21 Texas Bans Foreign Adversaries from Buying Land10:33 Trump Eyes Renaming Pentagon ‘Department of War'13:12 Taiwan Has a Right to Remain Free: Senator15:25 British Aircraft Carrier Docks in Tokyo for Mission15:51 Japan, India Deepen Security Ties to Counter China16:42 China to Stage Military Parade with Sanctioned Leaders18:08 China Fuels War in Burma, Threatens US Security21:39 Alibaba Unveils AI Chip to Compete with Nvidia

In early 2025, headlines announced that the Trump administration would move to dramatically slash USAID—the United States' flagship development agency. For many, the move was surprising, even self-defeating: why would a president so focused on countering China weaken one of Washington's most effective tools of soft power? At the same time, China's development finance continues to expand, and geopolitical competition over infrastructure intensifies, raising alarm bells across Washington and beyond. To help us make sense of this moment—and the broader politics of foreign aid—we're joined by Jack Taggart, an expert on global governance and development, who discusses what these cuts mean for U.S. strategy, China's rise, and the contested terrain of development and aid in today's world. BIO: Jack Taggart is a Senior Lecturer in International Political Economy at Queen's University Belfast. His research spans international political economy, global governance, and global development, focusing on shifting dynamics in development cooperation, such as the rise of new state and private actors, aid financialization, and development finance transformations. He also examines global governance institutions and the growing role of “multistakeholderism” in areas ranging from economic policy to environmental treaties. Links: The Second Cold War and Demise of the Western Foreign Aid Regime by Jack Taggart, SCWO Dispatch How to DOGE USAID by Daniela Gabor in Phenomenal World Industrial Policy and Imperial Realignment by Ilias Alami, Tom Chodor, Jack Taggart in Phenomenal World Rethinking d/Development by Emma Mawdsley and Jack Taggart in Progress in Human Geography Fictions of Financialization by Nick Bernard Rendering development investible: the anti-politics machine and the financialisation of development by Jack Taggart and Marcus Power in Progress in Human Geography Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

In early 2025, headlines announced that the Trump administration would move to dramatically slash USAID—the United States' flagship development agency. For many, the move was surprising, even self-defeating: why would a president so focused on countering China weaken one of Washington's most effective tools of soft power? At the same time, China's development finance continues to expand, and geopolitical competition over infrastructure intensifies, raising alarm bells across Washington and beyond. To help us make sense of this moment—and the broader politics of foreign aid—we're joined by Jack Taggart, an expert on global governance and development, who discusses what these cuts mean for U.S. strategy, China's rise, and the contested terrain of development and aid in today's world. BIO: Jack Taggart is a Senior Lecturer in International Political Economy at Queen's University Belfast. His research spans international political economy, global governance, and global development, focusing on shifting dynamics in development cooperation, such as the rise of new state and private actors, aid financialization, and development finance transformations. He also examines global governance institutions and the growing role of “multistakeholderism” in areas ranging from economic policy to environmental treaties. Links: The Second Cold War and Demise of the Western Foreign Aid Regime by Jack Taggart, SCWO Dispatch How to DOGE USAID by Daniela Gabor in Phenomenal World Industrial Policy and Imperial Realignment by Ilias Alami, Tom Chodor, Jack Taggart in Phenomenal World Rethinking d/Development by Emma Mawdsley and Jack Taggart in Progress in Human Geography Fictions of Financialization by Nick Bernard Rendering development investible: the anti-politics machine and the financialisation of development by Jack Taggart and Marcus Power in Progress in Human Geography Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs

Dan Nathan and Peter Boockvar examine the effects of the ongoing dispute between the White House and the Fed, focusing on the implications of potentially firing Fed Governor Lisa Cook. They discuss Nvidia's AI market prospects, the tension between short-term and long-term interest rates, and the impact on the broader economy. Investment strategies are also covered, including weak-dollar plays like gold and agricultural stocks, energy companies, and regional banks. They also deliberate on the geopolitical and economic consequences of US-China tech competition, touching on the implications of export bans and the innovation gap. Finally, the economic outcomes of data center financing and market perceptions on rate cuts are analyzed. Links Checkout The Boock Report: https://peterboockvar.substack.com/ Bankers Doing Data Center Financings Had No Respite This Summer (The Information) 95% of generative AI implementations in enterprise 'have no measurable impact on P&L', says MIT — flawed integration cited as why AI projects underperform (Tom's Hardware) Follow Kuppy: https://x.com/hkuppy —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

00:00 Intro01:10 Trump: 600K Chinese Students Could Study in U.S.02:40 Trump: ‘We Have Incredible Cards' in Rare Earth Showdown06:00 Finland Condemns Threats by Ex–Hong Kong Leader07:04 Chinese Copper Maker Sees Success in Texas09:25 Stock Market Surges in China Amid Weak Economy12:52 U.S., Indonesia Hold Military Exercises to Counter China14:11 Concerns Over Popular VPNs Tied to China and Russia15:09 Expert: Chinese National Sentenced Over Fentanyl

This transcript delves into the speaker's perspective on the withdrawal from Afghanistan and the Abbey Gate bombing, arguing that the events were a deliberate act orchestrated by the Biden administration. The speaker claims this was done to facilitate a deal with China for control of Afghanistan's valuable lithium and rare earth mineral mines, with Hunter and Jill Biden allegedly receiving payment. The monologue asserts that military advisors were ignored and that the withdrawal was intended to allow the country to fall to the Taliban, which the speaker claims had a pre-existing deal with China. A Worldwide System of Chaos: Cashless Bail, Woke Policies, and the Erasing of White Men The speaker connects the events in Afghanistan to a broader "worldwide battle," claiming that a "worldwide system" is at play to sow chaos and tyranny. This system, according to the speaker, is responsible for cashless bail policies in the US and Europe, which the speaker claims allow criminals and "illegal immigrants" to go free. The transcript also critiques "woke" policies in corporate America, citing Cracker Barrel and the Human Rights Campaign, and suggests that these policies are part of an unwritten rule to "erase" white males from media because they are more likely to vote Republican. The speaker also references a viral video of a tourist in Germany being stabbed, which is presented as an example of this global system in action.

When President Trump announced sweeping tariffs on all Chinese imports, China retaliated back with tariffs of its own. Since February 2025, the US and China have engaged in a renewed trade war – and to this day, no agreement is in sight. Bill Bishop, a China expert and former media executive with more than a decade experience living and working in China, joins Chris Hayes to unpack the state of US-China trade relations under Trump 2.0. This conversation was recorded on July 29, 2025.Tickets are on sale now for MSNBC Live – our second live community event featuring more than a dozen MSNBC hosts. The day-long event will be held on October 11th at Hammerstein Ballroom in Manhattan. To buy tickets visit msnbc.com/live25. 

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe green new scam in the US has ended, it was never to going to save the environment, now the rest of the world will follow. Newsom folds on oil, the rest of the country is moving in a different direction which means the people of Ca would see the difference in fuel prices. Trump is about to unleash energy, energy is the key for a strong economy. The [DS] is now panicking over Ukraine, Trump has called the EU installed leaders and installed Zelensky to the WH. Zelensky and EU are in a weak position, peace is coming, strings will be cut and the war machine will be dismantled, think NATO. [HRC][JB][JC] send message to their sleepers. They are preparing to stop Trump, this will fail just like everything else. The stage must be set to bring down the entire corrupt system.   Economy https://twitter.com/Resist_CBDC/status/1957275215538651605 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Gavin Newsom Flip-Flops on Oil: Wants More Production to Avoid $8/Gal Prices California Gov. Gavin Newsom (D) has done a flip-flop on oil production, with the state facing steep gas price hikes, and is now trying to work with the fossil fuel industry to produce more fuel rather than stopping it. The abrupt shift is a dramatic one for a governor who has attacked the fossil fuel industry throughout his six-plus years in office, and who has to appease climate change activists in his state and the Democratic Party. The main reason for Newsom's about-face is the prospect of rising gas prices, thanks to taxes (backed by Newsom), rising environmental fuel standards (backed by Newsom), and the departure of oil refineries. Some experts have predicted prices could rise as high as $8 or $9 per gallon, making the nation's costliest gas market even pricier, and hurting the middle class — just as Newsom is trying to boost his national profile. CalMatters.org reports:   Source: breitbart.com https://twitter.com/KobeissiLetter/status/1957179208343400777   have declined by ~40% over the last month. This comes despite the ongoing US-China tariff truce, which was extended for another 90 days on Tuesday. In reality, average US tariff rates on Chinese goods still stand at ~55%, according to Bloomberg. US-China trade is slowing. President Trump's Executive Order on Unleashing American Energy: US Department of Energy Crucial in National Defense  the DOE announced nearly $1 billion in funding opportunities to strengthen the United States' critical minerals and materials supply chains. Launched under President Trump's Executive Order on Unleashing American Energy, the initiative aims to reduce dependence on foreign suppliers by boosting domestic mining, processing, and manufacturing. Energy Secretary Chris Wright emphasized that reshoring critical material production is essential for national security, energy independence, and industrial competitiveness, noting that “for too long, the United States has relied on foreign actors to supply and process the critical materials that are essential to modern life and our national security.” The funding will be spread across several strategic initiatives. A $50 million Critical Minerals and Materials Accelerato...

In this Market Mondays clip, hosts Rashad Bilal, Troy Millings, and Ian Dunlap break down the latest developments surrounding Nvidia, AMD, and the impact of Donald Trump's strategy to allow U.S. chip sales to China—with a unique twist: a potential 15% revenue cut to the U.S. government. The trio explores what this means for American companies dominating the semiconductor space, how business-first policy maneuvers could shape the future, and the ripple effects on tech giants like Dell, Oracle, and Micron.Ian and Troy discuss whether Trump's negotiation style and dealmaking could benefit or hinder companies like Nvidia and AMD, while Rashad dives into the strategic moves NVIDIA and the government are making to ensure industry dominance without losing out to international competitors. The conversation also weighs in on net margins, supply chain risk, and the delicate balance American companies face when tapping into the Chinese market under new restrictions.Key points explored in this clip:Trump's “deal-making” approach to global tech and resource accessHow U.S. chipmakers like Nvidia and AMD stand to gain or lose from a 15% sales fee to the governmentThe role of American tech companies like Dell, Oracle, and Micron in the race for semiconductor leadershipThe impact on net margins for AMD vs. Nvidia and implications for future growth and stabilityThe pressures and strategies required for American firms to maintain market dominance amid trade restrictionsWhether you're an investor, a tech enthusiast, or just curious about the future of American business and policy, this discussion delivers deep insights straight from the Market Mondays team. Make sure to check out the full conversation for a nuanced look at the intersection of politics, tech, and market opportunities!*Watch now and stay ahead of the market curve with Market Mondays.*#MarketMondays #Nvidia #AMD #Trump #Semiconductors #Investing #TechNews #BusinessAnalysis #Dell #Oracle #Micron #China #TradePolicy #StockMarket #AIChips #Finance #ClipOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In their new book, “Command of Commerce: America's Enduring Economic Power Advantage Over China,” Steve Brooks and Ben Vagle argue that the United States' economic advantage over China is much larger than is commonly believed. They contend that if the United States were to cut China off from the U.S. economy and from the economies of U.S. allies, China would suffer significantly more than the United States. Matt Gluck, Executive Editor at Executive Functions, spoke with Brooks and Vagle about the size and nature of the gap in economic power between the two countries, the importance of U.S. alliances in maintaining economic leverage over China, why decoupling from China now would undermine this leverage, and more. To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.