Podcasts about us cpi

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Daniel discusses the latest US CPI figure, how this will keep the Fed watching, and why markets are edging higher.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In today's episode of The Daily Voice, Sam discusses the main headlines from Tuesday as US CPI comes in lower than expected and the S&P 500 turns positive for the year.

In this episode of Market Bites, hosts Sam and Neža discuss the latest developments in the financial markets, focusing on the recent tariff situation between the US and China, market reactions to economic indicators like the CPI, and notable stock performances. They also explore the dynamics between retail and institutional investors, and speculate on future market trends and potential risks.

APAC stocks traded mostly higher following the rally on Wall St owing to the US-China trade war de-escalation after both sides agreed to cut tariffs by 115ppts for an initial period of 90 days, although some of the gains were capped as the euphoria began to moderate.White House Executive Order said US will cut the minimum tariff on China shipments from 120% to 54%, and a minimum flat fee of USD 100 is to remain.DXY took a breather and gave back some of yesterday's firm gains; 10yr UST futures traded rangebound after recently suffering from a lack of haven appealEuropean equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market finished with gains of 1.6% on Monday.Looking ahead, highlights include UK Jobs, German ZEW, US CPI, Speakers include US President Trump, BoE's Pill, Bailey & ECB's Rehn, Supply from Netherlands, UK, Italy & Germany, Earnings from JD.Com, Intuitive Machines, On, Munich Re, Hannover Re, Bayer, K+S, Leg, Ferrovial & A2A.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

White House Executive Order said US will cut the minimum tariff on China shipments from 120% to 54%, and a minimum flat fee of USD 100 is to remain.European bourses are modestly firmer while US futures dip into the red. Focus this morning has been on Bloomberg reporting, which suggests China is to lift its ban on Boeing deliveries after the US-China tariff pause.DXY takes a breather to the benefit of other G10s; Antipodeans lead.EGBs and Gilts hit marginal new WTD lows, USTs await CPI & Trump.A subdued Dollar provides some modest strength for XAU/base metals.Looking ahead, US CPI, Speakers including BoE's Bailey & ECB's Rehn.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In today's episode of The Daily Voice, Sam discusses the main headlines from the first trading day of the week where the S&P 500 officially closed in a bull market.

Wall St closed mostly higher again on Tuesday as soft inflation data and progress on the trade talk front continue to boost investor sentiment. The S&P500 rose 0.72%, the Nasdaq gained 1.61% and the Dow Jones fell 0.64% as United Health declined 17% to pressure the benchmark index. US CPI data for April came in at an increase of 2.3% on an annual basis which was lower than economists' were expecting and indicate the US inflation journey remains under control despite fears of tariffs boosting CPI.In Europe overnight, markets in the region closed slightly higher as uncertainty over global trade outlook remains positive amid China and the US agreeing to a temporary deal. The STOXX 600 rose 0.07%, Germany's DAX added 0.23% to close at another fresh record high, the French CAC gained 0.3%, and, in the UK, the FTSE 100 ended the day flat.Across the Asia region on Tuesday, markets closed mixed as investor outlook beyond the 90-day US China tariff deal remains uncertain. Hong Kong's Hang Seng fell 1.87%, China's CSI index rose 0.15%, India's Nifty 50 fell 1.27% and Japan's Nikkei ended the day down 1.43%.The local market hit an 11-week high yesterday, ending Tuesday's session up 0.43%, taking lead from the global market rally on Monday as investors welcomed the latest deal tariff between China and the US.With the outlook for lower tariffs on imports into the US from China and vice versa, investors regained appetite for risk and growth stocks, while investors sold out of safe-haven assets like the banks and gold.Mining giants recovered yesterday with the rising price of oil and iron ore fuelling investor appetite for BHP (ASX:BHP), Woodside (ASX:WDS), Rio (ASX:RIO) and Santos (ASX:STO).Location tracking tech giant Life 360 (ASX:360) soared over 10% yesterday after releasing record Q1 results including a 33% increase in total subscription revenue to US$81.9m, a 32% increase in total revenue to US$103.6m and positive operating cash flow of US$12.1m, up 13% YoY, and the company ended the quarter with cash, cash equivalents and restricted cash of US$170.4m. What to watch todayOn the commodities front this morning oil is trading 2.76% higher at US$63.66/barrel, gold is up 0.41% at US$3249/ounce and iron ore is up 1.22% at US$99.75/tonne.The Aussie dollar has strengthened against the greenback overnight to buy 64.76 US cents, 95.50 Japanese Yen, 48.69 British Pence and 1 New Zealand dollar and 9 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.22%. Before the bell this morning CBA (ASX:CBA) released its Q3 trading update including cash profit for the quarter of $2.6bn which is flat on 1H25 quarterly average and up 6% on the PCP, while operating income rose 1% and operating expenses also rose 1%. Net interest income for the big bank rose 1% while the net interest margin was stable.Trading ideas:Bell Potter has increased the 12-month price target on JB Hi-Fi (ASX:JBH) following the release of the company's Q3 trading update including sales up 6% on the PCP, while outlook for Q4 remains strong and the company remains as one of the most productive retailers globally.And Trading Central has identified a bullish signal on AMP (ASX:AMP) following the formation of a pattern over a period of 50-days which is roughly the same amount of time the share price may rise from the close of $1.32 to the range of $1.56 to $1.62 according to standard principles of technical analysis.

Send us a textRisk appetite is slightly receding today after Monday's boost. US stocks and the dollar experienced considerable moves on Monday. US CPI in focus today, but investors are craving Fed commentary. Gold is climbing today, as oil maintains most of Monday's gains.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.

Singapore shares jumped today on the back of cooling trade tensions between the US and China. The Straits Times Index was up 0.74% at 3,904.86 points at 10.30am Singapore time with a value turnover of S$883.77M in the broader market. In terms of companies to watch, we have Thai Beverage after the beverage maker announced on Friday that its profit for the second quarter ended Mar 31, 2025, decreased 3.2 per cent on the year to 6.7 billion baht (S$263.5 million), from a restated profit of seven billion baht. Meanwhile, global market movements remain in focus as investors welcomed the announcement that the US and China would temporarily lower tariffs on each other’s products in a 90-day cool-off period. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Willie Keng, Founder, Dividend Titan.com.See omnystudio.com/listener for privacy information.

Kristina Clifton and Joseph Capurso discuss the top three influences on the Australian dollar this week including the US CPI, Australian labour market data and US trade developments.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.    

Alors que le marché actions est en reprise depuis le choc baissier du début du mois d'avril, faut-il rester en dehors du marché actions compte tenu de l'adage « Sell in May and Go Away » ? Vincent Ganne estime que non et il vous dévoile ses arguments alors que la Réserve fédérale s'est exprimée la semaine dernière et que l'inflation US CPI est attendue cette semaine.

Send us a textUS CPI report takes centre stage to gauge tariff impact. Progress in trade negotiations will also be watched, especially with China. US retail sales, UK and Japanese GDP on the agenda too.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.

Nora Szentivanyi and Michael Hanson discuss key takeaways from the latest Global Inflation monitor and the impact of tariffs on inflation in the US and the rest of the world. After a broad-based upside surprise in January, core inflation has shown a similar widespread moderation. The US CPI data show limited impact from tariffs through March, but we look for core inflation to jump to a 6%ar this quarter and next. At the same time, inflationary impulses in the rest of the world appear tilted to the downside; a pullback in US front-loading demand along with a decoupling of US-China trade should put downward pressure on goods prices as excess supply is redirected elsewhere. Absent a meaningful retaliation, we see core inflation outside the US moderating to 2.5-3%ar over 2H25. This podcast was recorded on April 30, 2025. This communication is provided for information purposes only.  Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4966015-0 https://www.jpmm.com/research/content/GPS-4956489-0 https://www.jpmm.com/research/content/GPS-4960640-0 for more information; please visit www.jpmm.com/research/disclosures  for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Send us a textDollar tumbles, safe haven franc at more-than-a-decade high. Recession fears return amid US-China trade conflict. US CPI slows down, allows dovish rate cut pricing. Wall Street retreats, Treasuries drop, gold hits new record high.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Trump lifted the tariff on China to 125% with immediate effect, announced a 90-day pause & cut reciprocals to 10% for nations that asked for talks.Sparked significant risk on with US bourses closing higher by around 10%, APAC stocks surged & European futures are markedly higher.DXY gave back Wednesday's strength, FOMC Minutes a non-event; EUR higher but shy of 1.10, USD/JPY faded from highs above 148.00.USTs rebound from lows, aided by a strong 10yr tap. Bunds & JGBs hit on the 90-day pause.Crude followed the broader risk tone, metals surge.Looking ahead, highlights include Norwegian & US CPI, US Jobless Claims, Chinese M2 Money Supply, Speakers including RBA's Bullock, BoE's Breeden, Fed's Logan, Bowman, Schmid, Goolsbee & Harker, SNB's Tschudin & Moser, Supply from Spain & US.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses gain as they react to Trump's 90-day tariff pause whilst US futures wane.USD is softer vs. most peers as markets digest Trump's tariff walk back.“Beautiful” trade for USTs, Gilts bid but fading, Bunds languish in the red.Crude remains subdued while base metals surge and gold holds onto gains.Looking ahead, US CPI, US Jobless Claims, Chinese M2 Money Supply, Speakers including, BoE's Breeden, Fed's Logan, Bowman, Schmid, Goolsbee & Harker, SNB's Tschudin & Moser, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In today's episode of The Daily Voice, Sam discusses one of the best days for US equities EVER as Donald Trump announces a 90-Day pause on tariffs. Risk assets moved aggressively higher, but can they continue? What happens next? Is the US CPI important today? Tune in to find out...

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news equity markets have cancelled yesterday's relief rally.But first in the US, initial jobless claims rose last week to 215,000, +7.7% higher than the week before, but identical to the same week a year ago. There are now just under 2 mln people on these benefits, up slightly from the 1.93 mln a year ago.US CPI inflation fell to 2.4% in March, its lowest level since February 2021. Because this was data taken before the tariff chaos, it seems this may be the low point for the foreseeable future. Food was up +3.0% and rents were up +4.0%. Medical care was up +3.0%. However petrol prices restrained the overall rises, down -9.8%. Very low oil prices will keep a lid on the total even if other living costs rise much faster.Today's UST 30 yr bond auction was well supported, but the median yield came in at 4.73%, up from 4.56% at the equivalent event a month ago.The US government reported a budget deficit of -US$161 bln in March, a -32% decrease from the previous year, largely due to a calendar shift in benefit payments. Despite this monthly decline, the broader fiscal picture remains concerning, with the US Treasury reporting a -US$1.3 tln deficit for the first half of fiscal 2025, a +23% rise from the previous year. This marks the second highest deficit for the first six months of any fiscal year, trailing only the -US$1.7 tln gap in fiscal 2021. Tax cuts for the rich in this environment looks exceedingly irresponsible, especially if the tax rises on consumers via tariffs don't raise the outlandish sums forecasted.Just how damaged the US government agencies have become, Musk's DOGE fired all the safety regulators that oversaw Tesla.The April USDA WASDE report out overnight shows that US corn inventories are lower than expected. Beef exports are expected to fall on retaliatory tariff actions against the US and beef imports are expected to be lower too for the same tariff reason. The net result seen in lower prices for US producers. Lower prices for US milk producers too as exports shrink. US farmers will be net losers from the tariff hostilities.Across the Pacific, Japanese producer inflation is rising, now its highest since mid-2023. Producer prices there rose +4.2% in March from the same month a year ago, above market estimates of 3.9%. It was their 49th straight month of producer inflation, with cost rising further for most components.Taiwanese exports surged again in March, up +18.6% from a year ago and a record high for any month. A +8.5% rise was expected. That is two consecutive months of outsized expansion. April tariff actions may well affect this impressive result going forward, but if US customers have no alternative sources, the tariff taxes will fall on the buyer.In China, they not only have to fight off the US tariff policies, they have a resurgence of domestic deflation issues. Their March CPI fell -0.1% when a +0.1% was anticipated. Their PPI fell -2.5% when a -2.3% retreat was anticipated. On the consumer price front, food prices are -0.6% lower than a year ago, of which beef prices fell -10.8% and lamb -5.4%. Milk prices fell -1.7% on the same basis. They want to shift to a consumer-based society, but in the meantime their existing export sector is going to take major hits which will affect consumption, and there seems little upside to consumer demand in the current circumstances. Their "over-capacity" is going to expose them. You wonder if they have any more appetite for capitalism's "creative destruction" than Western economies, who have proven to have virtually none.And staying in China, Beijing's drive to turn its economy into a consumption-led one relies of Chinese consumers spending and buying. But the evidence is that they are as spooked by the trade war as anyone and have turned consumption-shy.In March Australian inflation expectations fell to 3.6%, a four year low. But in April they jumped back up to 4.2% underscoring the ongoing uncertainty surrounding their domestic economic outlook and inflation trajectory in the face of fallout from the tariff war. Given they have both a jobs, and an inflation mandate, the RBA is in for a tricky period ahead with its policy choices.Container freight rates rose +3% in the past week to be -23% lower than a year ago. Basically trans-Pacific rates firmed slightly while trans-Atlantic rates eased. Bulk freight rates fell a very sharp -21% in the past week to be -20% lower than year ago levels.The UST 10yr yield is now at 4.40%, unchanged from this time yesterday.Wall Street is currently down -3.4% on the S&P500 in its Thursday trade as the tariff-pause relief rally runs out of puff in the face of realities and reverses. The price of gold will start today at just on US$3162/oz, and up another +US$92 from yesterday.Oil prices have fallen -US$2 from yesterday to be just under US$60/bbl in the US and the international Brent price is now just on US$63/bbl.The Kiwi dollar is now at 57.4 USc, up +120 bps from yesterday at this time and a three week high. Against the Aussie we are up +30 bps at 92.4 AUc. Against the euro we up +20 bps from yesterday at just on 51.3 euro cents. That all means our TWI-5 starts today now just under 66.5 and up +70 bps from yesterday.The bitcoin price starts today at US$79,207 and falling, and down -2.4% from this time yesterday. Volatility over the past 24 hours has been moderate at +/- 2.8%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Send us a textTrump announces 90-day tariff pause on many nations. However, he increases duties on Chinese imports. Wall Street skyrockets, Nasdaq rallies more than 12%. US CPI inflation in focus as recession fears ease. Gold gains more due to US-China tensions, oil rebounds.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.

Send us a textDollar traders await US CPI data amid global trade turbulence. RBNZ to cut by 25bps, could maintain dovish stance. China's CPI and PPI to reveal tariff impact on inflation. Strong UK GDP data could help the pound climb higher.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.

US equity futures are lower after a strong close on Wednesday. European markets opened weaker, while Asia equities are tilting lower. Markets remain cautious as trade tensions escalate following Trump's overnight imposition of 25% tariffs on Canadian steel and aluminum, prompting swift retaliation from Canada and the EU. Meanwhile, Goldman Sachs cut its year-end S&P 500 price target after recently lowering its 2025 GDP forecast. The US CPI report came in softer than expected, with both headline and core inflation below forecasts. The Bank of Canada cut rates by 25 basis points, marking its seventh consecutive cut. In geopolitical developments, Ukraine has signaled willingness to accept a 30-day ceasefire proposal now under review by Moscow.Companies Mentioned: Amazon, NRG Energy, Sunnova Energy

Daniel talks about the latest US CPI figure, the reaction from asset classes, and signs of bottoming-out in US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. India's headline inflation print of a seven-month low at 3.61 percent on-year, while US CPI came in at 2.8 percent on-year, lower than expectations. Also, catch Samir Bhandari, Co-founder & CFO, hBits on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

In today's episode of The Daily Voice, Sam reviews yesterday's key headlines, which includes a cooler than expected US CPI report. Sam goes onto discuss why it is important that equity markets have a good day today to make the most of this momentum, and why seasonality could be the helping hand it needs.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

European bourses are in the green as sentiment in the complex improves; US futures are also higher with the NQ slightly outperforming.USD is a little firmer ahead of US CPI data, JPY lags peers.Bonds are bearish overall amid supply, inflation updates & German fiscal developments.Oil and base metals firmer, gold trades sideways ahead of US CPI.Looking ahead, US CPI, BoC & NBP Policy Announcements, OPEC MOMR, US 25% tariff on all imports of steel and aluminium come into effect, Speakers including RBA's Jones, ECB's Centeno, Nagel, Lane & BoC's Macklem, Supply from the US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed following the choppy performance stateside where the focus was centred on tariff rhetoric and Ukraine ceasefire talks.US President Trump's 25% tariffs on steel and aluminium took effect with no exemptions; cancelled 50% tariff on Canada.Ukraine expressed readiness to accept the US proposal to enact an immediate and interim 30-day ceasefire.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 1.2% after the cash market closed with losses of 1.4% on Tuesday.FX markets are broadly contained, DXY lingers around 103.50, EUR/USD is holding just above the 1.09 mark, JPY marginally lags.Looking ahead, highlights include ECB Wage Tracker, US CPI, BoC & NBP Policy Announcements, OPEC MOMR, RBA's Jones, ECB's Lagarde, Villeroy, Escrivá, Nagel, Lane & BoC's Macklem, Supply from UK, Germany & US, Earnings from Adobe, Brenntag, Puma, Rheinmetall, Porsche & Inditex.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of Market Bites, Sam and Neža discuss the current state of the markets, focusing on the recent sell-off, the upcoming US CPI report, and the implications for investors. They explore the volatility in the market, the challenges of timing investments, and the potential for recovery. The conversation also delves into the significance of AI developments, particularly CoreWeave's recent contract with OpenAI, and how these advancements could shape the future of the industry.

In today's episode of The Daily Voice, Sam reviews yesterday key headlines, focussing specifically on the S&P 500 entering a correction (10% down from its recent peak). Sam also discusses the latest tariff headlines and previews the upcoming US CPI report, and explains what markets could be affected.

Kristina Clifton and Carol Kong discuss the key drivers for currencies this week including the fiscal plans in Europe, the US consumer price index for February, the Bank of Canada's policy meeting and Japan's Shunto wage negotiations.       Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.        

In today's episode of The Daily Voice, Sam previews the morning session where APAC stocks traded mixed following China's weaker than expected inflation print. Sam goes on to discuss the week ahead which includes US CPI, a Bank of Canada rate decision, tariff implementations, and earnings from Adobe and DocuSign.

Over the least three years, the consumer staples sector has lagged behind the broader S&P 500. The first US CPI reading of 2025 showed core inflation rising at its fastest pace in nearly a year, amid a further uptick in goods prices and ongoing stickiness in services inflation. What are the factors driving the hesitancy to be invest in consumer staples? Is an upside around the corner? Joining us to unpack today's consumer story is Chase Bethel, Fidelity Equity Research Analyst, who covers the US Staples, Retails and Hardlines sectors. Recorded on February 14, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

APAC stocks traded somewhat mixed albeit with a mostly positive bias among the major indices following the two-way price action across global markets owing to hot US CPI data and geopolitical optimism.US President Trump posted on Truth that he had a lengthy and highly productive phone call with Russian President Putin, and they agreed to have their respective teams start negotiations immediately. Trump then said he spoke to Ukrainian President Zelensky and the conversation went very well.US President Trump did not sign reciprocal tariffs order on Wednesday after stating that he may, while the White House schedule showed President Trump is to sign executive orders on Thursday at 13:00EST/18:00GMT.Fed Chair Powell offered a note of caution on the latest CPI reading and said the Fed targets PCE inflation, which is a better measure, and stated they will know what PCE readings are late on Thursday after the PPI data.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up by 1.1% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Final CPI, UK GDP Estimate and Services, Swiss CPI, US Jobless Claims, PPI, IEA OMR, Supply from Italy & US, Comments from ECB's Cipollone.Earnings from Datadog, Baxter, Deere, Duke Energy, GE Healthcare, PG&E, Coinbase, Draftkings, Applied Materials, Airbnb, Palo Alto, Roku, Wynn, Siemens, Delivery Hero, Commerzbank, Nestle, Orange, British American Tobacco, Unilever, Barclays & Moncler.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

On today's episode, we get reaction to a higher-than-expected US inflation print from Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management. Plus - a preview of earnings from Nissan and Honda with James Hong, Head of Asia Autos at Macquarie Capital.See omnystudio.com/listener for privacy information.

In today's episode of Market Minutes, Vaibhavi Ranjan breaks down the key market developments for February 13. Indian equities staged a strong recovery from the day's low in the last session, with Sensex bouncing back nearly 800 points. Will this momentum lead to an upside into the green, or is more volatility ahead? Meanwhile, Kotak Mahindra Bank is in focus after the RBI lifted restrictions, while Hindalco, Honasa Consumer, and Bharat Forge react to their Q3 earnings. On the global front, inflation worries resurface as US CPI data comes in hotter than expected, putting Wall Street under pressure. Asian markets, however, opened higher, shrugging off US losses. Stay tuned for stock insights, expert opinions, and all the latest market buzz!

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

APAC stocks were ultimately mixed with price action somewhat choppy following the similar performance stateside.US President Trump responded "We'll see" when asked if reciprocal tariffs are still coming on Wednesday.European equity futures indicate a marginally positive cash market open with Euro Stoxx 50 future up 0.2% after the cash market closed with gains of 0.6% on Tuesday.FX markets are broadly steady asides from JPY which is the standout laggard across the majors.Looking ahead, highlights include US CPI, OPEC MOMR, BoC Minutes, ECB's Elderson, Fed Chair Powell, Bostic, Waller & BoE's Greene, Supply from UK, Germany & USEarnings from Vertiv, CVS, Barrick Gold, Biogen, Reddit, AppLovin, Robinhood, Heineken, ABN AMRO, Barratt, Redrow, Siemens Energy, Michelin & EssilorLuxottica.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump responded "We'll see" when asked if reciprocal tariffs are still coming on Wednesday.European bourses hold an upward tilt pre-US CPI and with tariffs capping optimism; US futures are mixed.USD steady ahead of CPI, JPY is on the backfoot given the yield environment.USTs trade steady ahead of CPI, German yields continue their march higher.Crude slips on inventories which saw a surprise build in headline crude stockpiles, reports suggest there is “some optimism about reaching a solution” on Middle Eastern talks.Looking ahead, US CPI, OPEC MOMR, BoC Minutes, Speakers including Fed Chair Powell, Bostic, Waller & BoE's Greene, Earnings from Vertiv, CVS, Biogen, Reddit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

On today's episode, we examine the landscape for EM investing with Ben Luk, Senior Multi Asset Strategist at State Street Global Markets. Plus - a look at Federal Reserve Chair Jerome Powell's first day of testimony in Washington ahead of Wednesday's US CPI print with Adam Turnquist, Chief Technical Strategist at LPL Financial.See omnystudio.com/listener for privacy information.

Kristina Clifton and Carol Kong discuss the key influences on currency markets this week.  Tariff announcements could push the Australian dollar lower.  Markets will also watch FOMC Chair Powell's testimony to Congress and the US CPI for January.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.    

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information.

There was a clear relief rally in both the stock and rates market, following softer-than-expected US CPI numbers last week. In the grand scheme of things however, asset pricings have swung between growth and inflation or policy shocks over the past year. In this episode, Richard Tang, Head of Research Hong Kong at Julius Baer, discusses the significant treasury moves over the past year, the implications of the latest CPI print, and what to watch out in rates and equities markets.

APAC stocks traded mostly higher as the region took impetus from the rally on Wall St in the aftermath of the soft-leaning US CPI data which boosted Fed rate cut bets and saw money market pricing of cuts for this year return to around pre-NFP levels.US official said a Gaza hostage and ceasefire deal was reached and will take effect on 19th January; the deal outlines a six-week initial ceasefire phase that includes a gradual withdrawal of Israeli forces from central Gaza and the return of displaced Palestinians to northern Gaza.Fed's Williams (voter) said he doesn't see higher yields reflecting a big inflation view shift and is not surprised bond yields have risen; Fed's Goolsbee (2025 voter) said he still sees continued progress on inflation.BoJ is said to see a good chance of a January rate hike barring a major market rout following Trump's inauguration, according to Bloomberg citing several unnamed people.BoE's Taylor said he expects the underlying trend of inflation to remain on track towards the 2% target from now on and his base case on rate cuts is around 100bps this year.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market gained 1.0% on Wednesday.Looking ahead, highlights include UK GDP, US Jobless Claims, Philly Fed Index & Retail Sales, ECB Minutes, NBP Policy Announcement, Treasury Secretary nomination hearing for Scott Bessent, Comments from BoC's Gravelle, Supply from Spain & the US, Earnings from Taylor Wimpey, Whitbread, Wise, Pearson, Richemont, TSMC, UnitedHealth, Bank of America, Morgan Stanley, USB, PNC & Infosys.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Mining Stock Daily discusses the recent rally in precious metals, particularly gold, following positive US CPI data. The focus shifts to Newcore Gold's exploration efforts in Ghana, highlighting promising drill results from the Enchi project. CEO Luke Alexander elaborates on the drilling strategy aimed at resource conversion and the potential for future exploration. The discussion also includes comparisons with peer companies and the upcoming Indaba mining conference, emphasizing the company's growth prospects and news flow.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

APAC stocks were choppy after a similar performance stateside where PPI data printed cooler-than-expected ahead of the incoming US CPI report.European equity futures indicate a mildly positive open with Euro Stoxx 50 futures up 0.1% after the cash market closed with gains of 0.5% on Tuesday.DXY is flat, EUR/USD rests just below 1.03, Cable is pivoting around the 1.22 mark, JPY leads.BoJ Governor Ueda said he wants to discuss and decide whether to raise rates at next week's policy meeting.Looking ahead, highlights include German Wholesale Price Index, FY GDP, UK CPI, EZ Industrial Production, US CPI, IEA OMR, OPEC MOMR, Fed Beige Book, BoE's Taylor, ECB's de Guindos, Fed's Barkin, Kashkari, Williams & Goolsbee, Supply from UK & Germany, Earnings from JPMorgan, Goldman Sachs, BlackRock, Citi, Wells Fargo, Bank of New York Mellon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stocks hold modest gains, FTSE 100 outperforms post-CPI; US bank earnings due.DXY lower ahead of US CPI, GBP resilient in the wake of soft inflation metrics, JPY leads.Gilts inflated by CPI, JGBs dented by Ueda & USTs await CPI.Choppy trade in crude while precious metals tilt higher and base metals trade mixed.Looking ahead, US CPI, OPEC MOMR, Fed Beige Book, Speakers including BoE's Taylor, Fed's Barkin, Kashkari, Williams & Goolsbee. Earnings from JPMorgan, Goldman Sachs, BlackRock, Citi, Wells Fargo, Bank of New York Mellon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk