Podcasts about us cpi

Today, a brief wrap of yesterday's equity market session in the US, which repeated some of the recent AI hardware vs. SaaS performance divergences. A couple of key AI-chip and hardware names reported with results that didn't satisfy the market. We also look at the US CPI release and the reaction across macro, noting a key US treasury auction up later today. Also, we read aloud a great email sent to us by a long-time SMC listener on the chaos that AI LLMs have unleashed on IT operations for companies and the internet. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Cory Doctorow again on AI model collapse, with a particularly interesting link to a Lauren's data Substack post wonderfully titled "Temperature Zero for Culture: Why Everything Is Starting to Look the Same." Which makes us proud to produce a very non-AI generated podcast every day that doesn't try to be like anyone else. There has been a lot of overage of Bill Ackman's latest position changes from his Pershing Square 13F filing. Here's a useful X post that usefully pastes in the coverage from his letter to shareholders. The link from the email read on today's pod on the Hugging Face hack incident: the YouTube video link works, while the summary link Mr. O sent me did not contain the summary. Michael Burry on Palantir being worth less than a dollar/share. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Nvidia, CoreWeave and Wall Street are pouring hundreds of billions of dollars into AI infrastructure. But how does the financial machine behind the AI boom actually work and where are the risks?In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack CoreWeave's extraordinary growth and $100bn+ revenue backlog, Nvidia's role at the centre of the AI ecosystem, and the huge amounts of debt and private capital being used to finance data centres and GPUs.We explain what neoclouds are, why GPUs are increasingly being treated as infrastructure assets, and how firms including BlackRock, Blackstone, Apollo, Goldman Sachs and KKR are helping finance the AI buildout.But there's another side to the story. We explore the “circular financing” concerns surrounding Nvidia and its customers, the growing concentration risk across the AI industry, and what could happen if hyperscalers such as Microsoft, Alphabet, Amazon and Meta begin to slow their enormous AI spending.Finally, we look at the wider macro picture, including the latest US CPI inflation data, Federal Reserve interest rate expectations and why the AI boom itself is beginning to show up in inflation.Is this the financial infrastructure needed to power the next technological revolution or is too much money becoming dependent on the AI boom continuing?(00:00) The $1 Trillion AI Spending Boom(03:51) CoreWeave's Incredible Growth(04:58) The $104BN AI Order Book(08:35) What Is a Neocloud?(11:18) The Huge Cost of AI Infrastructure(16:13) Nvidia's $500BN Wall Street Deal(17:53) How GPUs Became an Asset Class(21:14) Was Michael Burry Wrong on AI?(24:50) How Wall Street Finances AI(27:12) The AI Circular Financing Risk(33:34) Nvidia's Biggest Concentration Risk(37:18) Can the AI Spending Boom Continue?(38:50) How to Invest Beyond Big Tech(40:12) The Next Trillion-Dollar AI Company?(44:30) AI Boom or House of Cards?(45:06) US Inflation Falls Again(47:05) Will the Fed Hike in September?(49:27) What to Expect From Jackson Hole

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Business and finance news from the Asia-Pacific. Asian stocks rose as technology shares rallied and a subdued US inflation report eased concerns about an imminent interest-rate hike by the Federal Reserve. Brent crude snapped a six-day rally, while attention was also on the yen as it traded around the key level of 160 per dollar, keeping investors on the lookout for more intervention by officials in the foreign-exchange market. We speak with Mark Cranfield, Bloomberg News MLIV Strategist. Plus - caution prevailed after Cisco Systems’ earnings failed to impress, sending its shares lower in extended trading. Cerebras Systems tumbled 17% after sales declined at its hardware business. For more on the state of the AI trade, we hear from Arun Sai, Senior Multi Asset Strategist at Pictet Asset Management.See omnystudio.com/listener for privacy information.

Today, an emphasis on the importance of this US July CPI hurdle today and different scenarios based on what the data shows, all while emphasizing that geopolitics and the crude oil price are a very important independent variable as well. Also, a look at more AI hardware companies reporting yesterday and the market reception of those earnings reports as well as the next batch of AI-adjacent companies reporting today. Some quality links discussed in today's podcast as well on everything from Fed communication policy to the risks from AI replacing search. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Mike Green is striking out on a new adventure, one that will eye opportunities in the inefficiencies created by increasingly dominant passive flows. Michael McNair responds to a Stephen Roach substack article on China's Deepening Japan Problem.   Michael Every's latest Global Daily from Rabobank, with some great comments and sub-links Canada's The Walrus with a great piece discussed on today's pod, outlining the risks to the entire quality of the internet as AI results replace Google search. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Pakistan's Foreign Ministry said it continues to activate direct and indirect diplomatic channels between the US and Iran and that they are working to bring both sides to the negotiating table in Islamabad.US equity futures gain, with outperformance in NQ futures following stellar SMCI and CRWV earnings.DXY muted; low-yielding funders modestly weaker as JPY shorts are relocated.Fixed income benchmarks slightly firmer on light volume ahead of the key US CPI report.Crude choppy amid a lack of tangible US-Iran updates.Looking ahead, highlights include US CPI (Jul), OPEC MOMR, and supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Iran's Secretary of the Supreme National Security Council said the Strait of Hormuz would not open until the US accepts Iran's conditions.Crude futures edged higher amid the ongoing geopolitical uncertainty; spot gold reclaimed USD 4,400/oz to the upside.APAC stocks traded mixed amid geopolitical uncertainty, earnings releases and as participants await US CPI data; Europe is set for a flat open.DXY traded little changed as markets await US inflation data over the next couple of days and in the absence of any major fresh catalysts.10yr UST futures traded little changed following the prior day's rebound despite continued upside in oil.Looking ahead, highlights include German/Italian CPI Final (Jul), US CPI (Jul), IEA OMR, OPEC MOMR, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Business and finance news from the Asia-Pacific. Sentiment toward technology remained buoyant, with CoreWeave Inc. surging 16% in extended trading after booming artificial intelligence spending drove stronger-than-expected sales growth. Super Micro Computer Inc. rallied 7.6% in the post market after its revenue forecast topped estimates. The robust tech earnings helped MSCI’s Asia Pacific equities gauge advance 0.4%, with South Korea’s tech-heavy Kospi Index adding 2.8%. US equity-index futures were little changed. We hear from Xi Qiao, Managing Director and Financial Advisor at UBS. Plus - the yen was little changed around 159.33 a dollar. Investors are watching the currency as it approaches the key level of 160, raising concern that Japanese authorities will intervene again. The dollar weakened against most of its Group-of-10 peers. We discuss the yen story with Michael Ball, Bloomberg News Macro Strategist.See omnystudio.com/listener for privacy information.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news the pressure is off the US Fed from inflation threats, temporarily at least. First today, and as markets had expected, US CPI inflation came in at 3.4% in July, dipping from 3.5% in June. Food prices were up +3.0% from a year ago, petrol prices up more than +24%. From June petrol prices fell -2.9% however, which was a bit more than expected. (In August, petrol prices dipped slightly in the first week, but have since started rising again.) Rents were up +3.2%. Electricity prices were up +4.2%. US core inflation - without food and energy - was up +2.5% and this is probably the Fed's get-out-of-jail card. US PCE July inflation data is next due August 27. US mortgage applications recovered notably last week, up +3.6% from the prior week after four of the prior six weeks were decreases. The rise was driven by refinance activity, borrowers who could not wait any longer and taking advantage of a very minor dip in mortgage rates to 6.77% (which will seem high to our readers). Last week, the US reported a huge surge in crude oil stocks, the larges weekly rise in more than three years. It wasn't expected - in fact another retreat was expected. It is not clear why, because it wasn't driven by imports, according to this data. Strategic reserves will next be reported at month-end. The August USDA WASDE report has raised its estimates for beef imports in 2026 and 2027, and lowered its expected milk prices marginally. The US Treasury reported a much larger budget deficit for July than expected, and the expected July deficit was outsized to start with. They ended up with almost a -US$½ tln deficit in the month alone. The public mismanagement is now epic. For their fiscal year to September, they will be reporting a deficit of at least US$2 tln (-US$1.95 tln over the past 12 months), easily a new record. Trump's swamp creatures are helping themselves. Meanwhile, a well-supported UST 10yr auction delivered a yield of 4.63% today (high ofg 4.68%), compared to 4.53% at the prior equivalent event a month ago. Canadian building consents jumped notably in June, up +18% from the same month a year ago driven by non-residential construction. Residential construction rose too, just not as sharply as the commercial sector. In Japan, the Reuters Tankan index for manufacturers rose in August to its highest reading since March. Leading the mood improvement was solid semiconductor demand. But the chemicals also rose along with the metal and machinery sector. Non-manufacturers' sentiment also rose, buoyed by strong domestic consumption. This survey likely points to a similar rise in the official Tankan survey that will come later in August. Japanese machine tool orders continued their very strong growth in July, up +50% from a year ago and which the value wasn't a record, it was very close. These orders have taken off since March 2026. Demand was huge from both domestic and export customers. China's vehicle sales slipped below 2.5 mln in July and recorded a year on year dip of -0.3%. But it is the September to December period when their domestic vehicle sales usually peak. The UST 10yr yield is now just on 4.67%, dipping -2 bps from this time yesterday. The price of gold is holding at US$4417/oz, up +US$51 from yesterday. Silver has risen +US$1 to just over US$65.50/oz. Oil prices are down -50 USc from yesterday at just under US$83/bbl in the US, while the international Brent price is now just over US$88.50/bbl. Hormuz transits are still very low.  The Kiwi dollar is down -25 bps from yesterday at just under 58.6 USc. Against the Aussie we are down -40 bps at 82.9 AUc. Against the euro we have retreated -20 bps to 50.8 euro cents. That all means our TWI-5 starts today at just on 62.2 which is down -30 bps from this time yesterday. The bitcoin price starts today at US$63,420 and down a -0.2% from this time yesterday. Volatility over the past 24 hours has also been low at just on +/-0.9%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

The ASX 200 closed down 41 points to 9,209 (-0.45%), as the banking sector came under a little pressure, despite CBA results beating forecasts ever so slightly. WBC continued lower, down 0.9%, while MQG also slipped 0.7%. The Big Bank Basket slipped to $285.41 (0.7%).  Insurers bucked the trend, with SUN better following its results, while IAG also pushed higher. Financials were generally somewhat easier, with ASX falling 2.8% and NWL down 1.3%. The REITs were also weaker, with GMG falling 0.8% and SCG down 1.8%, while industrials generally slipped lower. CPU fell 4.5% following broker downgrades, while BXB was down 1.4%. SGH also drifted on some broker negativity. Retail stocks slipped following an update from PMV, which announced the closure of some UK stores. It fell 11.0%. Both WOW and COL fell 0.9%. Meanwhile, in the technology sector, we saw some profit-taking in WTC, XRO and TNE, with the All-Tech Index falling 1.0%.Resources were mixed as the three iron ore majors gave back some ground, although we did see gains in the lithium sector, with PLS up 4.3% and MIN doing well, rising 2.1%. Gold miners were also in favour as the bullion price pushed higher, with NST up 0.7% and NEM gaining 0.9%. Oil and gas stocks eased back despite Brent crude heading towards US$90, while uranium stocks pushed slightly higher, led by PDN, up 1.3%In corporate news, CBA results were a slight beat, with the outlook appearing to stabilise. The stock fell 0.7%. SEK announced write downs and fell 14.3%. AGL beat forecasts and rose 6.0%. ASX fell following news of class actions, while GQG reported FUM, with money continuing to leak out. PMV fell after a trading update and UK store closures. On the economic front, nothing locally. US CPI tonight.Asian markets were mixed, with Japan up 0.9%, Hong Kong down 1%, China down 0.6%, and Korea up 3.7%. US futures were mixed, the Dow was up 10 points and the Nasdaq up 74. European markets in holiday mode.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. 

Today, we delve into the ongoing development of the "super el Niño" weather phenomenon, running through the difficulty in assessing the scale of potential impacts. Elsewhere, oil markets and refined product markets are spiking on the latest escalation in supply uncertainties from the Middle East. This we discuss with Saxo Head of Commodity Strategy Ole Hansen, together with the factors driving the recent gold and silver resurgence. Elsewhere, markets look potentially pivotal on the reaction to Wednesday's US CPI release as US long treasury yields are pinned at cycle highs. Plenty of single stock stories and more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links FT covers Nvidia putting together a financing package for USD 500 billion in AI spending with some of the world's largest financil groups. FTAlphaville asks how much hidden leverage there is in the hyperscaler AI buildout. The answer seems to be "a lot". The St. Louis Fed offers a deep dive into what is driving the steep decline in the US labor force participation rate, most of which looks benign and relative to statistical adjustments and the aging US population, but there was still some cause for concern from the June and July data on prime age workers. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

There was a maritime incident reported in Bab al-Mandab, with Fars reporting that a Saudi ship was reportedly targeted by the Yemeni army.Separately, the UKMTO has received a report of an incident involving a tanker and military forces in the Gulf of Oman.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure.US equity futures are muted while European bourses fall on higher energy prices (Brent +2.2%).Fixed income benchmarks fall but on low volumes ahead of US CPI on Wednesday.Looking ahead, highlights include US ADP Employment Change Weekly, Existing Home Sales (Jul), Supply from the US, Earnings from Supermicro & CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

As financial markets navigate shifting macroeconomic signals, this episode brings together Brien Lundin and Marc Chandler to analyze the forces driving current precious metals price action and major bond market interventions. Together, they break down the recent rebound across precious and base metals, assess changing Federal Reserve rate expectations, and clarify the broader implications of global currency dynamics and central bank interventions.    Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, kicks off the show to discuss the strong rebound and underlying drivers in precious metals. He highlights how market perceptions of Federal Reserve rate policy are shifting in favor of metals, discusses the strong upside potential and valuation disconnects in both major and junior mining equities, and notes that copper is well-positioned for continued strength driven by demand from data centers and the AI sector.  Click here to learn more about the New Orleans Investment Conference on October 28-31. - https://neworleansconference.com/korelin/   Segment 3 & 4 - Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website, joins us to discuss key developments in global currency, interest rate, and commodity markets. Marc shares insights on central bank interventions involving the Japanese Yen and US Dollar, the impact of recent US labor data on Federal Reserve policy expectations, the driving forces behind gold's price movements, and upcoming economic catalysts like the US CPI report.  Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look at some of Europe's biggest energy companies on their recent performance. In Asia – a look ahead to a monetary policy decision from the Reserve Bank of Australia. See omnystudio.com/listener for privacy information.

The uncertain oil outlook remains a key theme, while markets await the US CPI report for fresh Fed clues. In the US, we share our forecasts for the coming CPI and retail sales releases and our Fed outlook. In Europe, we preview the central bank meeting in Norway, August sentiment data and discuss the heatwave. In Japan, we examine the BOJ outlook, with fresh minutes to be released and following recent FX intervention to support the yen.  Across Asia, we preview key data ahead and the RBA policy meeting in Australia. Chapters: US: 02:24, Europe: 07:23, Japan: 11:13, Rest of Asia: 16:31.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look at some of Europe's biggest energy companies on their recent performance. In Asia – a look ahead to a monetary policy decision from the Reserve Bank of Australia. See omnystudio.com/listener for privacy information.

Send us Fan MailMarkets could see heightened volatility this week as traders focus on key US inflation data amid ongoing Middle East tensions. Additionally, we cover the Bank of Japan's summary and the Reserve Bank of Australia's decision, US CPI, PPI, and retail sales, plus UK GDP, and examine what these events could mean for interest rates, the US dollar, major currencies, and commodities. Gain insight into potential market direction and key levels to watch in this week's market outlook.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

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look at some of Europe's biggest energy companies on their recent performance. In Asia – a look ahead to a monetary policy decision from the Reserve Bank of Australia. See omnystudio.com/listener for privacy information.

Wall Street has just posted one of its strongest quarters in history.The world's biggest banks delivered record profits as trading desks, investment banking and wealth management all fired at the same time. But with Jamie Dimon warning that conditions are "nearly as good as it gets", is this a peak or just the beginning of an even bigger cycle?In this episode, Anthony Cheung and Piers Curran break down what drove the blockbuster earnings from Goldman Sachs, J.P. Morgan, Morgan Stanley and Citi, why AI has become the biggest force behind investment banking, trading and capital markets, and whether today's record profits could be borrowing growth from tomorrow.They also analyse June's US inflation report, why the biggest monthly decline in CPI since 2020 isn't quite as straightforward as the headlines suggest, and what it means for Federal Reserve interest rate expectations.Finally, they revisit the biggest IPO of the year. After surging in its first few days of trading, why has SpaceX fallen back to its IPO price? From index fund buying and green shoe options to lock-up periods and insider selling, they explain the market mechanics that most investors never hear about.If you want to better understand what's driving global markets and how professionals think about the biggest financial stories each week, this episode is for you.(00:00) Wall Street's Record Quarter(02:55) Why Banks Made So Much Money(10:15) Morgan Stanley's Hidden Winner(15:24) Is This As Good As It Gets?(19:00) AI's $1 Trillion Spending Boom(25:14) US Inflation Cools(31:14) Why SpaceX Is Falling(35:10) Green Shoe Options Explained(38:36) SpaceX Lock-Up Risks(42:16) One IPO, Every Bank Wins

US-Iran peace talks have run into further trouble after President Trump declared the framework peace deal to be “over”. The ceasefire has collapsed and oil prices have jumped by around 20% so far this month. Yet the US CPI report for June surprised to the downside, suggesting that the spike in energy prices was not having the broad inflationary implications that had been previously feared. Where does that leave the Federal Reserve? We also turn our attention to the Japanese yen, which is trading around the levels that have previously triggered FX intervention from Japanese authorities. Will this be enough to prop up the yen? Or is there fresh downside in store?We'd like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk  Liked this show? Please leave us a review here – even one sentence helps! 

US struck Iran overnight, Trump said they will do so again on Wednesday night. Adding, they will hit power plants and bridges next week unless Iran negotiates.IRGC targeted weapons/storage in Bahrain and Kuwait, US positions in Jordan and the Fifth Fleet Command HQ. Iran said it is a mistake to think military action will force them to talk.Brent +0.8% on the above, USD failed to benefit with CPI continuing to weigh, USTs rangebound though Bunds came under modest pressure.APAC stocks were firmer as the US CPI read-across outweighed fresh US-Iran strikes, to the continued benefit of US futures, though Europe points lower, Euro Stoxx 50 -0.2%.GBP and EUR led on the softer USD, USD/JPY briefly moved below 162.00Looking ahead, highlights include Swedish CPIF Final (Jun), Spanish CPI Final (Jun), EZ Industrial Production (May), US PPI (Jun), BoC Policy Announcement (Jul), Fed Beige Book (Jul), Speakers including Fed's Williams, Musalem, Warsh & Cook, BoC Governor Macklem, BoE's Pill, ECB's Nagel, Supply from Germany, Earnings from United Airlines, BlackRock, Elevance Health, Johnson & Johnson, Morgan Stanley, PNC Financial Services, BNY Mellon.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us Fan MailUS dollar weakens on softer CPI, but Warsh keeps rate hikes on the table. Focus shifts to today's PPI report after Middle East hostilities persist. US equities ignore higher oil prices, benefit from strong earnings and lower Fed hike bets. Aussie maintains gains despite weak Chinese data; loonie rally threatened by a dovish BoC.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

SHARESIES · MARKET MOVEMENTS · 15 JULY 2026Laura Marwick & Jordan Cunningham, Sharesies Head of Data & Analytics Note: Filmed Tuesday 14 July ↑ WHAT’S UP — Meta surged 14.8% on plans to add 14 gigawatts of compute, driving the Nasdaq up 1.74% for its fourth gain in five weeks. SK Hynix's US debut raised US$26.5 billion, the largest-ever US listing by a foreign company. ↓ WHAT’S DOWN — The ASX 200 fell 0.4% to 8,806 as miners tumbled over 4%, while the Dow was down 0.5% and Russell 2000 0.6%. ! BIGGEST SURPRISES — The RBNZ lifted the OCR 25bps to 2.5% — its first hike in three years — and signalled that more tightening is likely. Renewed US-Iran strikes pushed WTI crude up 4.3% and the 10-year Treasury yield to 4.57%. ◎ WHAT TO WATCH — US CPI lands Tuesday (est. 3.9% y/y), alongside new Fed Chair Kevin Warsh's first congressional testimony and big US bank earnings. ◈ BIGGER PICTURE — Analysts have unusually lifted S&P 500 earnings estimates into Q2 reporting season, stirring "earnings bubble" talk, while the US-Iran ceasefire looks fragile after fresh strikes. NZ's rate hike and improving PMI point to a Q3 recovery. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

The US continued to launch strikes for a third night, after President Trump stated that he would hit Iran “very hard” on Monday and Tuesday. Separately, Trump threatened to hit Iran's “Pickaxe Mountain”, an underground nuclear facility; Brent Sep'26 +4.0%.US equity futures are mixed, with the NQ outperforming as it recovers from Monday's selloff; US banking names kick of earnings.DXY tentative heading into CPI and Fed Chair Warsh's testimony; Kiwi outperforms after further hawkish RBNZ rhetoric.Fixed income benchmarks are softer amid energy moves and continued post-Waller hawkishness.Crude benchmarks grind higher on continued US-Iran updates while spot gold finds support above USD 4k/oz.Looking ahead, highlights include US CPI (Jun), Fed Discount Rate Minutes (Jul), ECB President Lagarde-US Treasury Secretary Bessent meeting, Speakers include Fed Chair Warsh, Goolsbee, Barr, Cook and Bowman, BoE Governor Bailey, Earnings from Citi, Goldman Sachs, JPMorgan, Bank of America and Wells Fargo. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us Fan MailDollar rally pauses even as Middle East tensions further bolster Fed hike bets. US CPI inflation data and Fed Chair Warsh's testimony in focus. Yen falls as Japan has no immediate plans to alter pension fund strategy. Wall Street and gold slide ahead of today's key events.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

Oil prices rise again, but so do US stocks, after US CPI data was below forecasts, removing most expectations for a Fed hike in July. Australian consumers worry more about price rises, and New Zealand firms see more inflation too. In our deep-dive interview, ANZ Head of FX Research Mahjabeen Zaman explains the importance of a potential change in Japanese pension policy. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Please join our US economist and rates strategists for their weekly rates call to cover (1) commodity risks for global rates & curves and (2) US CPI preview & US inflation pricing implications. The call will took place on Friday, July 10, 2026 at 9 AM ET, 2 PM BST,3 PM CEST.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Imogen Bachra looks ahead to a week shaped by renewed Middle East risk, key US inflation data, Chair Warsh's testimony, UK political uncertainty, and the start of earnings season.Key takeawaysMarkets may need to price a higher geopolitical risk premium after renewed escalation in the Middle East.Oil prices, shipping costs, and physical flows through the Strait remain important indicators of how markets are assessing regional risk.US CPI will be a key focus, with expectations for a decline in overall consumer prices and lower year-over-year headline and core inflation rates.Chair Warsh's testimony before Congress may offer limited forward guidance on rates, but could provide more detail on the Federal Reserve's taskforces.UK markets are likely to focus on political developments, the next Labour leader, and the implications of the Chancellor appointment for borrowing and fiscal policy.Earnings season begins with financials, while the broader macro focus on hyperscalers and technology companies comes later in the month.Topics coveredMiddle East geopolitical risk and market risk premiumOil prices, shipping costs, and the StraitUS inflation and CPI dataFederal Reserve policy and Chair Warsh's Congressional testimonyUK politics, fiscal discipline, borrowing risk, and the Chancellor appointmentRachel Reeves' Mansion House speechCorporate earnings season, financials, hyperscalers, and technology companiesQuestions this episode helps answerWhat market themes matter most in the week commencing 13 July?

Oil prices are set to rise after Iran declared the Strait of Hormuz closed as the US hit 300 targets across Iran over the weekend. Donald Trump says the Strait is open. Markets will also focus this week on US CPI data for Fed rate hike signals. In our deep-dive interview, ANZ Commodity Strategist Soni Kumari explains how and why lithium producers are ramping up again. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on three stocks for the week ahead. In the UK – a look ahead to what lays ahead for the European Central Bank as it grapples with a uncertain inflation landscape. In Asia – a look ahead to South Korea’s Constitution Day. See omnystudio.com/listener for privacy information.

Focus swings back to the Middle East, while we keep an eye out for 2 central bank meetings and key data ahead. In the US, we preview US CPI, retail sales and the Bank of Canada policy meeting. In Europe, we touch on UK GDP data, and discuss politics in the UK and France. In Asia, we share our forecasts for key monthly activity and Q2 GDP data in China, inflation in India, and GDP growth in Singapore.  Chapters: US: 02:01, Europe: 11:13, China: 16:11, Asia: 22:01.

Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on three stocks for the week ahead. In the UK – a look ahead to what lays ahead for the European Central Bank as it grapples with a uncertain inflation landscape. In Asia – a look ahead to South Korea’s Constitution Day. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on three stocks for the week ahead. In the UK – a look ahead to what lays ahead for the European Central Bank as it grapples with a uncertain inflation landscape. In Asia – a look ahead to South Korea’s Constitution Day. See omnystudio.com/listener for privacy information.

Send us Fan MailDollar weakens as Trump's Iran remarks ease inflation fears. US CPI nextweek to reshape Fed rate expectations. Yen jumps on Japan pension fundinvestment plans. Wall Street gains as AI and chip stocks rally; goldrebounds.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

The SpaceX IPO has captured the world's attention, but away from the headlines there are some major macroeconomic developments investors should be watching.In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran break down the latest US inflation report, discuss whether the Federal Reserve may avoid further rate hikes despite inflation rising to 4.2%, and analyse why the European Central Bank has become the first major Western central bank to raise rates in response to the recent energy shock.They also explore the growing political risk in the UK, where a little-known by-election could have significant implications for bond markets, government borrowing costs and the future of Prime Minister Keir Starmer.Plus, the pair give their predictions on where SpaceX shares could trade after one of the most anticipated IPOs in market history.(00:00) Intro & Themes in Focus(01:41) SpaceX IPO Mania(06:05) US Inflation Hits 4.2%(14:50) Will The Fed Hike?(20:11) ECB Hikes Rates(32:36) The UK By-Election Risk

US launched fresh strikes on Iran in response to Monday's downing of an Apache helicopter; the mission was a “proportional response” to Iranian aggression, while President Trump called it “very strong and powerful”.Iran responded with attacks on US bases in Bahrain, Kuwait and Jordan; Brent Aug'26 U/C.A White House senior official said nothing has changed in their position regarding an agreement with Iran, and it is still close despite the strikes.Iranian Foreign Ministry spokesperson Baghaei says they need to reassess, following the overnight clashes, when questioned on talks with the US, SNN reports.US equity futures extend lower and currently reside at lows; NQ -1.2% underperforms.DXY is incrementally lower into US CPI; USD/JPY choppy on reports that BoJ Governor Ueda is in hospital and will not attend the June meeting.Global fixed benchmarks are slightly lower in quiet trade, US paper awaits data and a 10yr auction.Looking ahead, highlights include US CPI (May), BoC Policy Announcement (Jun), Speakers including BoC's Macklem, Supply from the US, Earnings from Oracle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US launched fresh strikes on Iran in response to Monday's downing of an Apache helicopter; the mission was a “proportional response” to Iranian aggression, while President Trump called it “very strong and powerful”.Iran responded with attacks on US bases in Bahrain, Kuwait and Jordan; Brent Aug'26 +0.1%.A White House senior official said nothing has changed in their position regarding an agreement with Iran, and it is still close despite the strikes.US and Iran had reportedly narrowed negotiations to four core nuclear issues in the days before the latest flare-ups, NYT reported.APAC stocks were mostly lower amidst geopolitical strikes and mixed Chinese CPI; European equity futures are indicative of a slightly weaker open.DXY is incrementally lower into US CPI, G10s are mixed against the USD, with the Aussie slightly underperforming.Looking ahead, highlights include Norwegian CPI (May), Swedish GDP (Apr), US CPI (May), BoC Policy Announcement (Jun), Speakers including BoC's Macklem, Supply from Germany & US, Earnings from Oracle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to London tech week. In Asia – a look ahead to China PPI and CPI data. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI and PPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to London tech week. In Asia – a look ahead to China PPI and CPI data. See omnystudio.com/listener for privacy information.

US President Trump said he has a plan on Iran and repeated that their proposal is unacceptable, while he added that the US blockade on Iran was part of military genius.US President Trump said the ceasefire is unbelievably weak and is on life support, but added that a diplomatic solution with Iran is still possible.US President Trump was reported to have met with his national security team on Monday to discuss the way forward in the Iran war, including possibly resuming military action, Axios sources reported.The White House said US President Trump will meet with Chinese President Xi on Thursday at 10:15 AM in Beijing (03:15BST/22:15EDT), and a banquet will be held at 18:00 on Thursday (11:00BST/06:00EDT).APAC stocks traded mixed; European equity futures indicate a negative open with Euro Stoxx 50 futures down 0.7%.Looking ahead, highlights include German HICP Final (Apr), ZEW (May), US Inflation (Apr), ADP Employment Change Weekly, EIA STEO (May), and EU Informal Meeting of Energy Ministers (May 12-13), Australian federal budget. Speakers include RBNZ's Bremen, BoC's Macklem, ECB's Elderson, Fed's Williams & Goolsbee. Supply from the Netherlands, UK, Germany & US. Earnings from JD com, Under Armour, Siemens Energy, Munich Re, Bayer & Vodafone.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

UK PM Starmer said he will not be setting out a timetable for departure. This came after over 81 Labour MPs calling for the PM to resign, enough to launch a leadership challenge.European bourses are entirely in the red, with UK Banks hit on political turmoil; US equity futures pull back from ATHs.DXY is firmer, buoyed by geopols; GBP underperforms amidst political unrest, while JPY remains on intervention watch.Gilts underperform, USTs lower ahead of US CPI. Crude rises as US-Iran woes mount, with no off-ramp in sight.Looking ahead, highlights include US CPI (Apr), ADP Employment Change Weekly, EIA STEO (May), and EU Informal Meeting of Energy Ministers (May 12-13). Speakers include ECB's Elderson, Fed's Goolsbee. Supply from the US. Earnings from Under Armour.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and Retail sales data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to the annual Cannes film festival. In Asia – a look ahead to US Treasury Secretary Scott Bessent's Trip to Japan. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and Retail sales data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to the annual Cannes film festival. In Asia – a look ahead to US Treasury Secretary Scott Bessent's Trip to Japan. See omnystudio.com/listener for privacy information.

US President Trump posted "Iran is doing a very poor job, dishonourable some would say, of allowing Oil to go through the Strait of Hormuz. That is not the agreement we have!"Iran reiterated that no talks will happen until attacks stop and no delegation is heading to Pakistan, despite the expectation of talks to take place on Saturday. Further, an informed source stated Tehran rules out the option of negotiating with Washington until a complete ceasefire is established in Lebanon, and has strongly asserted this position.Ukrainian President Zelensky's top aide/negotiator Budanov reportedly sees Ukraine nearing a deal with Russian President Putin, Bloomberg reported. Crude edges higher heading into high-stakes US-Iran talks on Saturday.European bourses set for a third consecutive weekly gain, SW FP plummets following weak guidance; US equity futures flat.DXY muted, EUR and HUF look to Hungarian election.Fixed benchmarks tread water heading into US CPI and US-Iran peace talks.Looking ahead, highlights include Canadian Jobs Report (Mar), US Inflation (Mar), University of Michigan Consumer Sentiment Prelim. (Apr), Credit Ratings updates including Moody's on France, S&P on the UK & Scope Ratings on Hungary.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bitcoin remains range-bound below $70K as markets await US CPI data and navigate geopolitical risks, while Ripple pushes regulated expansion in Australia and enforcement actions target scams. ETFs show inflows, AI tokens rally, and regulatory scrutiny continues on prediction markets. Prices modestly up across majors—focus on inflation prints and macro cues ahead.Sources:https://www.coindesk.com (BTC price action, Iran uncertainty, Ripple acquisition, Senate bill, central bank previews)https://cointelegraph.com (Arthur Hayes comments, ETF inflows, Bitcoin network milestones)https://decrypt.co (DOJ forfeiture, Ripple license, prediction markets ban)https://coinmarketcap.com & https://www.coingecko.com (prices, market cap, movers) Hosted on Acast. See acast.com/privacy for more information.

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 traded higher as the recent easing of oil prices helped the region shrug off the lacklustre lead from Wall Street and reports of Iran beginning to lay mines in the Strait of Hormuz.US intelligence began to see indications that Iran is taking steps to deploy mines in the Strait of Hormuz shipping lane, according to CBS.US Energy Secretary Wright posted that the US Navy had escorted an oil tanker through the Strait of Hormuz, although this post was later deleted, and a White House official clarified that this wasn't true.UKMTO received a report that a cargo vessel was hit by an unknown projectile in the Strait of Hormuz, which has resulted in a fire on board, while the crew are evacuating the vessel.The IEA meeting on Tuesday ended with no decision on a crude stockpile release; WSJ reported that the IEA proposed the largest ever release of oil from strategic reserves (no figures mentioned), with countries to decide today on whether to release oil stocks.Looking ahead, highlights include German HICP Final (Feb), US CPI (Feb), OPEC MOMR. Speakers include ECB's de Guindos & Schnabel, BoE's Breeden & Fed's Bowman, Supply from Germany & the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today, a look at everyone attempting to put on the "AI overlay" trade and whether this unsettles confidence in the market more broadly, or just deepens recent and very remarkable dispersion in the performance of many sectors. We also note the intense new focus on Walmart, which reports earnings later this week. Elsewhere, a rundown of macro and FX developments after soft US CPI data reported Friday and much more. Today's pod was hosted by Saxo Global Head of Macro Strategy John J. Hardy. A reminder to have a look at Friday's John J. Hardy substack post with some great additional links. Other links discussed on today's pod: Izabella Kaminska continues to provide some great thought leadership on the implications of widespread disruption from AI and how it can undermine its own future if we don't think through this carefully - particularly this post and her own response to a comment on that post are worth reading. As mentioned, Michael Every appeared on Adam Taggart's Thoughtful Money podcast with his latest thoughts. The overall uncertainty is very important to absorb from the conversation, in addition to the key points. US Secretary of State Marco Rubio delivered an important speech to the Munich Security Conference.  Two or three times per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

Today, strong notes of general concern as yesterday could have marked the beginning of a broader weakening in risk sentiment, which has so far been avoided amidst the wild churn in individual stocks in the US even as the overall index has chopped around within the high end of the range. The worst thing for this market might be a sudden return of high correlation across stocks. Elsewhere, the JPY rally stalled out on a modest USD comeback as we await key US CPI data today, while treasuries showed interesting signs of serving as a safe haven yesterday and gold did not - stay tuned there! Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down softer-than-expected US inflation data that lifted equities and fueled hopes for Fed rate cuts, alongside growing controversy surrounding Chair Jerome Powell. Global markets were mixed, with Japan's Nikkei hitting record highs as the yen slid. In crypto, Bitcoin surged above $92,000 on renewed institutional buying, while regulatory developments, IPO chatter, and protocol upgrades shaped broader digital asset sentiment.