Podcasts about us cpi

The Nifty closed at 25,936, down just 0.11%, in a session marked by steady foreign inflows and improving global sentiment. A softer US CPI fueled hopes of an upcoming rate cut, while renewed optimism around a US–China trade deal kept the undertone positive despite mild profit booking.But as the index holds firm near recent highs, traders are asking—could this calm setup be paving the way for the next upward leg?In this episode, Sanket Bendre decodes how global cues are shaping local sentiment, why TVS Motor Company could be the stock to watch, and what the charts reveal about where money might flow next.

The Nifty closed at 25,936, down just 0.11%, in a session marked by steady foreign inflows and improving global sentiment. A softer US CPI fueled hopes of an upcoming rate cut, while renewed optimism around a US–China trade deal kept the undertone positive despite mild profit booking.But as the index holds firm near recent highs, traders are asking—could this calm setup be paving the way for the next upward leg?In this episode, Sanket Bendre decodes how global cues are shaping local sentiment, why TVS Motor Company could be the stock to watch, and what the charts reveal about where money might flow next.

The Nifty closed at 25,936, down just 0.11%, in a session marked by steady foreign inflows and improving global sentiment. A softer US CPI fueled hopes of an upcoming rate cut, while renewed optimism around a US–China trade deal kept the undertone positive despite mild profit booking.But as the index holds firm near recent highs, traders are asking—could this calm setup be paving the way for the next upward leg?In this episode, Sanket Bendre decodes how global cues are shaping local sentiment, why TVS Motor Company could be the stock to watch, and what the charts reveal about where money might flow next.

Daniel Lam discusses the delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, and the implications for investors.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. 

Nick Kunze from Sanlam Private Wealth unpacks South Africa's grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One's Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns. Absa CIB's Anthony Kirui discusses the Absa Africa Financial Markets Index 2025, which shows steady progress in deepening and strengthening markets across the continent.

In this week's Macro Mondays James Todd is joined by Ed Hayden-Briffett and Will Cunliffe to unpack another turbulent week across global markets. US equities hit fresh all-time highs as lower-than-expected CPI data fuels optimism - yet the rally is increasingly narrow, driven by speculative tech names with little to no earnings. Meanwhile, recession risks are flashing red, with UBS warning of a 93% probability and nearly a third of US states already contracting. In Asia, China's deflation deepens to its worst levels since 2004, while GDP growth slips below target and fixed-asset investment turns negative, underscoring the fragility of its recovery.Commodities told a very different story: gold suffered its biggest single-day fall since 2013, silver followed suit, and the dollar rebounded as traders priced out rate cuts. Oil surged on renewed Russian sanctions, and volatility returned to precious metals markets. Key highlights include:✅ U.S. equites make new all-time highs S&P500 and Nasdaq✅ While Gold & Silver come crashing down to earth✅ Brent spikes on fresh Russian sanctions✅ US CPI come in lower than expected 

Send us a textWall Street jumps to record highs on US CPI miss, solid earnings. Asian equities and stock futures gain on hopes of US-China trade deal. Spotlight turns on Trump-Xi meeting, central banks and tech earnings. Risk-linked currencies gain, gold pulls back on safe-haven outflows.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

David Kelly, chief global strategist at JPMorgan Asset Management, breaks down the US CPI report for September as he expects the Federal Reserve to “keep on cutting rates.” He speaks with Bloomberg's Jonathan Ferro and Annemarie Hordern. See omnystudio.com/listener for privacy information.

The ASX 200 drifted 14 points lower to 9019 (0.2%) in cautious trade ahead of the latest US CPI tonight. For the week, we are up around 24 points. Not that exciting, but plenty happening beneath the surface as usual. Banks eased back today with CBA down 0.8% and the Big Bank Basket down to $289.13 (). Other financials also drifted lower, NWL down 2.2% and HUB off 2.1 %. ZIP fell 1.0% and insurers flat too. REITS held firm generally as did industrials. BXB up 0.1% and SGH rising 0.8%. Some buying in tech stocks, WTC up 3.0% and XRO still struggling, up 0.2%. The All-Tech Index up 0.6%. In resources, BHP and RIO rose slightly, FMG down 1.5% and gold miners were generally easier again, NEM quarterly probably not helping, off 4.4%. Lithium had a day out following better than expected quarterly from PLS up 9.1% and LTR up 10.4%. Looks like some more short covering kicking in too. Oil and gas mixed, WDS up 1.0% and STO down 1.2%. Uranium firmed ever so slightly, PDN up 0.1% and DYL off 4%.In corporate news, CTD released a positive update but still suspended due to past issues. WHC fell 0.4% on its quarterly and CCL gained 1.0% on ACCC approvals with NCK seeing its chair retiring. MGX cratered 26.6% following the recent seismic event on Koolan Island which has now brought forward the closure of the mine. CRN confirmed a roof fall but denied a collapse.On the economic front, Japanese CPI rose, Trump terminated talks with Canada after an ad and China revealed its cunning plan to revitalise its economy.  Asian markets better Japan up 1.4% China up 1.0% and HK up 0.7%.10-year yields rise to 4.14%.European markets opening around 0.1% higher. US CPI in focus.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his expectation for Friday’s US CPI report.See omnystudio.com/listener for privacy information.

Send us a textGold drops as traders decide to lock profit ahead of US CPI data. Yen fallsas Takaichi becomes Japan's next Prime Minister. Pound slides as wellafter weaker than expected inflation. Wall Street participants digestearnings results.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

Coupon Code: HAPPYDIWALI (65% off on Model Portfolio All, Fund-o-meter & Stock-o-meter)Catch up on the biggest market movements and corporate results! This daily news summary covers the massive Q2 earnings from heavyweights like Reliance Industries (RIL), HDFC Bank, and ICICI Bank. RIL posted strong growth driven by Jio and Retail, while HDFC Bank's profit surged 11%. We analyze the return of Foreign Portfolio Investors (FPIs), who injected ₹6,480 crore, reversing the three-month selling trend, boosting Indian market sentiment. Don't miss the details on the landmark cross-border acquisition: the RBL Bank-Emirates NBD deal worth ₹26,853 crore. Globally, US markets soared on positive trade news. Plus, we look at the Nifty outlook, key triggers for the week (including US CPI and trade deals), and the major news of the potential Coca-Cola India IPO and UltraTech Cement's bumper results. Stay informed on the stocks moving the market, including Polycab, Havells, Dixon, and JSW Energy Q2 performance.00:00 Start01:24 US market update02:35 Coca-Cola Eyes $10 Bn India Bottling IPO03:21 India Exports to US Drop on Tariffs04:51 FPIs Pump ₹6,480 Cr into Indian Equities06:02 5 Key Triggers for the Week Ahead07:43 RBL Bank Secures ₹26,853 Cr Emirates NBD Deal09:01 HDFC Bank Q2 Profit Rises 11pc09:57 ICICI Bank Q2 Net Profit Up 5.2pc10:54 IDFC First Sees Sequential PAT Drop12:01 Federal Bank Net Profit Hit By Provisioning12:45 Polycab Q2 EBITDA Jumps 61pc13:24 Havells Q2 Profit Beats Estimates13:41 RIL Q2 Profit Rises 10pc15:42 UltraTech Q2 Profit Jumps 75pc16:07 Dixon Q2 Profit Surges on One-Time Gain17:12 JSW Energy Q2 PAT Drops 17pc17:49 LTTS Revenue Up 15.8pc; Profit Growth Modest18:24 Tata Tech Q2 Growth Remains Modest18:41 Eternal gets GST demand order19:15 Knowledge Section

A relatively tame US inflation reading combined with more signs of jobs cooling spurred a rally on Wall Street amid speculation the Federal Reserve will slash interest rates for the first time this year. The highly anticipated consumer price index showed that while inflation is still above the Fed's 2% target, it's not spinning out of control. Alongside that report came the usually noisy jobless-claims figures, which jumped to the highest in almost four years, emboldening bets policymakers will cut rates next week in an effort to counter a rapid slowdown in the labor market. We get the market views of Jim Craige, Co-Chief Investment Officer & Head of Emerging Markets at Stone Harbor Investment Partners.Plus - MSCI's gauge of Asian shares rose for a seventh day and neared a fresh record, after the S&P 500 and Nasdaq 100 indexes both climbed to fresh closing highs in New York. A gauge of global stocks also hit a new record. Contracts for US equities were little changed Friday. We get more perspective from Jun Bei Liu, Co-Founder and Lead Portfolio Manager at Ten Cap. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

The Nifty ended higher at 25,114, supported by relief that US CPI came in line with expectations. But the real suspense now lies ahead — SEBI's board meeting later today could set the tone for what's next.In this episode, Sanket Bendre unpacks whether today's close signals real strength or just calm before fresh volatility — and why Texmaco Rail & Engineering is the stock to keep on your radar.

The Nifty ended higher at 25,114, supported by relief that US CPI came in line with expectations. But the real suspense now lies ahead — SEBI's board meeting later today could set the tone for what's next.In this episode, Sanket Bendre unpacks whether today's close signals real strength or just calm before fresh volatility — and why Texmaco Rail & Engineering is the stock to keep on your radar.

The Nifty ended higher at 25,114, supported by relief that US CPI came in line with expectations. But the real suspense now lies ahead — SEBI's board meeting later today could set the tone for what's next.In this episode, Sanket Bendre unpacks whether today's close signals real strength or just calm before fresh volatility — and why Texmaco Rail & Engineering is the stock to keep on your radar.

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 modestly firmer, whilst US equity futures are mixed ahead of the ECB and US CPI.DXY is firmer and towards session highs; JPY underperforms, with USD/JPY rising to just shy of the 148.00 mark.USTs and Bunds are a touch softer into ECB/US CPI and a 30-year auction following a strong 3- and 10-year outing earlier this week.Industrial commodities and gold are subdued, awaiting key risk events; some modest upticks seen on Poland, Ukraine & Lithuania, calling the recent Russian drone incursion an “unprecedented” provocation.Looking ahead, US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, OPEC Monthly Report, Supply from the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks followed suit to the mixed performance stateside, where the S&P 500 and Nasdaq printed fresh record highs.US President Trump's administration appealed the court ruling blocking the removal of Fed Governor Cook.US Senate Republicans are aiming to confirm President Trump's temporary Federal Reserve pick Stephen Miran as soon as Monday, according to Politico, citing two sourcesEU is reportedly very unlikely to impose crippling tariffs on India or China, the main buyers of Russian oil, as US President Trump urged the bloc to do so, according to Reuters citing EU sources.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.1% on Wednesday.Looking ahead, highlights include US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, IEA & OPEC Monthly Report, Supply from Italy and the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.And today we lead with news all eyes are now on tomorrow's US CPI release for August.But first, there was surprising news from the US. August producer prices rose far less than any analyst has forecast. In fact they fell -0.1% in August from July, following a downwardly revised +0.7% gain in July, driven by a sharp decline in margins for machinery and vehicle wholesaling as importers absorbed some of the tariff taxes. On an annual basis, headline producer inflation slowed to 2.6%, while core producer inflation eased to 2.8%. Analysts had expected the year-on-year change to be up +3.5%.Markets took these changes at face value, ignoring the "new management" at the agency compiling the data. It is being seen as "Fed-friendly" for a rate cut next week. Although to be fair far more will depend on tomorrow's CPI release where rates closer to 3% are anticipated.Also unusually positive was last week's data on US mortgage applications. They jumped +9.2% from the prior week to be +11.6% higher than year-ago levels. Driving the turnaround was a -15 bps plunge in benchmark mortgage rates, which fell to their lowest in nearly one year as a wave of pessimistic labour market data drove yields on long-dated Treasury securities to retreat. Applications for a loan to refinance a current mortgage, which are more sensitive to changes in interest rates, surged by +12.2% from the previous week to their highest level in one year. In turn, applications for a mortgage to purchase a new home rose by +6.6%.And there was another US Treasury 10 year bond auction earlier today and that resulted in a median yield of 3.99%, down from 4.20% at the prior equivalent event a month ago. But a feature of this latest event was the declining demand, down -8.5% which is a notable pullback.Across the Pacific, Japanese manufacturers are feeling bullish, especially about export prospects. The Reuters Tankan index rose to a very positive level in September, its highest level since April 2022. Easing trade uncertainties following the Japanese-US tariff deal that sharply eased the tariff rate is behind the shift. Sentiment improved across six of nine manufacturing industries surveyed.In China, they reported that consumer prices dropped -0.4% in August from a year ago, after being unchanged in the prior month and missing market expectations of a -0.2% decline. It was the fifth episode of consumer deflation this year and the sharpest drop since February. China has a similar period of deflation in the second half of 2023, but escaped those pressures in 2024. But they are back again. Food prices fell -1.2%, but beef prices were down -4.3% and lamb prices down -3.6% on that annual basis. Milk prices fell -1.4%.Meanwhile Chinese producer prices dropped -2.9% in the year to August, less than the -3.6% drop in July, which was the steepest decline since July 2023. Producer prices have now deflated for 35 consecutive month although the latest data is the smallest decline since April.Despite growing civil unrest and street demonstrations in Jakarta, Indonesian consumer sentiment was little-changed in August, although it is maintaining its recent low that started in May. However in a longer term perspective, it is +20% higher than it was a decade ago. (The last thing Canberra want to see is an unstable Indonesia as a neighbour.)Fitch Ratings has raised its world growth forecasts for 2025 moderately since the June Global Economic Outlook on better-than-expected incoming data for 2Q-2025. But there is now evidence of an underlying US slowdown in ‘hard' economic data and positive surprises on eurozone growth have partly reflected US tariff front-running, they say. Fitch still expects world GDP to slow significantly this year.Global growth is now forecast to be 2.4% in 2025, up 0.2pp since June but a sizeable slowdown from 2.9% last year and below trend. China's forecast has been raised to 4.7% from 4.2%, the Eurozone's to 1.1% from 0.8% and the US's to 1.6% from 1.5%. World growth for 2026 is 0.1pp higher at 2.3%.The UST 10yr yield is now over 4.03%, down -4 bps from yesterday at this time.The price of gold will start today at a new high at US$3,645/oz, up +US$4 from yesterday.American oil prices are up +US$1 at just over US$63.50/bbl with the international Brent price is similarly higher at just on US$67.50/bbl. American crude oil stocks jumped, and for a second week in a row, when declines were anticipated, indicating weaker demand than expected.The Kiwi dollar is now at just over 59.5 USc and up +20 bps from yesterday. Against the Aussie we are down -20 bps at 89.8 AUc. Against the euro we are up +20 bps at 50.8 euro cents. That all means our TWI-5 starts today at just over 66.8, down -20 bps from yesterday.The bitcoin price starts today at US$113,721 and up +2.4% from this time yesterday. Volatility over the past 24 hours has been moderate, also at just over +/- 1.4%.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.

Kristina Clifton and Carol Kong discuss the top drivers of currency markets this week.    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 this episode, Dustin Reid, Chief Fixed Income Strategist, shares his insights on two key macro developments that could reshape the Fed's policy trajectory: July's softer-than-expected US CPI print and significant downward revisions to recent job numbers. Dustin explains why these data points have prompted several Fed officials to warm to the idea of a September rate cut, and how tariff-related inflation, slowing private payrolls, and shifting rate expectations are influencing markets. This episode was recorded on August 13, 2025.

Today we look at the explosive reaction to the US July CPI release, which failed to confirm fears that Trump tariffs would feed into hotter headline inflation - but was this one-off algorithmic squeeze or something more durable? Also, a delving into the different moving parts of inflation, one major category of which could prove deflationary, a look at the macro and FX reaction to the US CPI data, Circle Internet execs doing a money grab, Coreweave dumped as it struggles with costs and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay 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

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 market's relief as the effect of tariff on inflation was not as bad as the market had feared. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Stocks climbed to a record after an in-line US inflation reading bolstered speculation the Federal Reserve will have room to cut rates in September. US inflation data bolstered expectations that the Fed can move toward rate cuts without reigniting price pressures. While underlying inflation accelerated to the strongest since the start of the year, the modest gain in goods prices eased fears that trade-related costs may feed into broader price pressures. We get reaction from Charles Lieberman, Co-Founder and Chief Investment Officer at Advisors Capital Management. Plus - Bitcoin continues to flirt with an all-time high as demand from institutional investors and corporate treasury buyers lifts the wider market for digital assets. A recent executive order from US President Donald Trump clears the way for digital assets to be added to the mix of investments available in workplace retirement plans - and for ordinary investors dissatisfied with the returns from target-date funds or the traditional 60/40 portfolio to push their savings into riskier assets. We talk all things crypto with Peter Chung, Head of Research at quant trading firm Presto in Hong Kong.See omnystudio.com/listener for privacy information.

European bourses are modestly firmer, whilst US futures trade on either side of the unchanged mark into US CPI.DXY flat, GBP rises post-data, EUR choppy, and AUD narrowly lag post RBA.USTs/Bunds rangebound into US CPI, whilst Gilts lag after jobs data.Crude is choppy with focus on Russia-Ukraine with Zelensky flagging a fresh Russian offensive ahead of Friday talks.Looking ahead, US CPI (Jul), EIA STEO, OPEC MOMR, Speakers including, Fed's Barkin & Schmid, Earnings from CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today, a look at the strong close to the equity market action on Friday and the ongoing speculative fervor in key areas of the market, with Bitcoin pushing near all time highs today. Also: a look at Apple's big comeback above its 200-day moving average and its massive pivot into AI, with all of the risks and opportunities that brings. Lithium and lithium stocks are a hot topic as well after China shutdown a key mine for three months. Looking ahead, we wonder if the US CPI release tomorrow can throw some cold water on the markets. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay 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

The next US Consumer Price Inflation report will be out this week, and economists are speculating about what this could mean going forward. Markets are keeping an eye on things, as inflation continues to be an issue in the US. Harbour Asset Management's Shane Solly explains further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

This week on Macro Mondays, James Brodie, James Todd & Will Cunliffe breaks down the biggest macro market movers: US economy falters - July jobs report shows just 73k new jobs, the weakest hiring since COVID, plus a massive 259k downward revision. ISM manufacturing and services PMIs point to stagflation risks.Fed rate cut bets surge -  Markets now price -58bp by year-end and -111bp over 12 months; JP Morgan expects three consecutive cuts.Trump escalates tariffs -  New 15%–100% levies on Japan, India, and chip imports, plus Nvidia/AMD paying 15% of China sales to the US government.Global slowdown signals -  Eurozone PMIs sink, German industrial production falls -1.9%, UK manufacturing contracts, and China's PPI deflation deepens.Equity concentration risk -  S&P 500's top 10 stocks now make up 40% of market cap; Nvidia alone is 8% of the index, while breadth weakens.Commodities in focus –- Gold eyes a $3,430 breakout amid Trump's Fed nomination; Bitcoin and Ethereum extend rallies; Brent crude slips on weaker Chinese demand.Stock spotlights - Palantir's sky-high PE (620) sparks bubble talk; Tesla breaks higher on strong technicals. Plus, James, James and Will cover key data ahead: US CPI, OPEC report, UK & German figures, and Chinese retail sales , all with potential to spark volatility in the weeks ahead.

Kristina Clifton and Samara Hammoud discuss the top influences on currency markets this week including the US CPI, RBA decision and Australian and UK labour market data.   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 the week ahead, all eyes will be on US CPI data which is likely to tick up. We preview the key data releases from the UK and Europe, as well as the Norges Bank decision coming up. We discuss the contrasting outcomes that we expect from the Reserve Bank of Australia and the Bank of Thailand. Finally, in a special segment in this episode, we focus on the US Dollar and why keeping a soft medium-term dollar view makes sense. Chapters: (US: 01:36, EMEA: 08:18, Asia: 14:57, FX Special Segment: 21:18).

After an extraordinarily divisive Bank of England policy meeting, Group Chief Economist Neil Shearing explores why it's become so difficult to get a clear read on the UK economy. Part of the problem lies with the data – an issue now making headlines in the US following Donald Trump's dismissal of the Bureau of Labor Statistics commissioner. Neil explains what this means for the credibility of official data and what to watch for in the upcoming BLS inflation release, which could prove pivotal for the Fed's September decision. Plus, Thomas Ryan from our US team looks at why Trump's promises to restore American manufacturing are likely to fall far short of reality.Analysis and events referenced in this episode:Read: Miran a good pick for the FedRead: Integrity of economic data safe for nowUS Drop-In: Are higher tariff rates fuelling inflation – and how should the Fed respond?Data: UK Employment IndicatorRead: Tariffs will not fix decades-long manufacturing decline

Daniel discusses the influence of tariff on the latest US CPI inflation figure, the reaction from risky assets, and what investors should be watching out for. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

APAC stocks were ultimately mixed with the region indecisive in the aftermath of the latest Chinese GDP and activity data.European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 0.2% on Monday.DXY has given back some of yesterday's gains, EUR/USD remains on a 1.16 handle, other majors are contained.EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.Crude futures remained subdued after US President Trump announced 100% tariffs on Russia and secondary sanctions on other countries that buy oil from Russia if a Ukraine deal is not struck within 50 days.The ECB is to discuss a more negative scenario next week than previously envisaged in June after Trump's latest tariff threat, according to Reuters.Looking ahead, highlights include EZ Industrial Production, German ZEW, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves, Supply from Germany, Earnings from JPMorgan, Blackrock, Wells Fargo, Citi and Ericsson.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.European bourses are modestly firmer, US futures also gain with clear outperformance in the NQ boosted by NVIDIA.NVIDIA (+5% pre-market) to resume H20 sales to China and announces new, fully compliant GPU for China.USD a little lower into US CPI, Antipodeans top the G10 pile given the risk sentiment.USTs flat into CPI & Bowman, Bunds lead, OATs await Bayrou & Gilts await Bailey/Reeves.Crude lower but off worst levels on reports that Trump asked if Ukraine are able to hit Moscow with US weapons.Looking ahead, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Speakers including Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves. Earnings from JPMorgan, Blackrock, Wells Fargo, Citi.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Markets erupted this week as oil spiked 13% overnight following Israeli strikes on Iran. Anthony and Piers unpack what it all means from geopolitical shockwaves to the tactical chaos of trading during breaking news.They also dive into the concept of backwardation and why it's dominated the oil market for years, despite the headlines. Plus, what U.S. inflation data reveals about Trump's tariff strategy and the real pressure behind his attacks on Fed Chair Jerome Powell.With the Fed meeting looming, a surging FTSE defying weak UK GDP, and signs of a subtle U.S.–China détente in London, this episode helps you connect the dots in a world full of noise.(00:00) Intro & Key Themes in Focus(02:14) Market Reactions to Geopolitical Events(12:33) Understanding Oil Market Dynamics(17:47) US Inflation Data and Its Implications(25:39) Trump Pressures the Fed to Cut(27:50) US-China Relations and Market Impact(32:45) UK GDP and the Resilience of the FTSE 100

Daniel discusses that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in bonds.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.

Today a quick update on another strong day for risk sentiment as the AI focus is reheating with a significant rise in AI commitments from Meta and even Intel showing signs of life. Also, a quick rundown on the important of today's US CPI release for May and some thoughts on what is at stake here if Trump's coalition is increasingly fragile and the implications if so. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's final article in four-part series on Rules for the Trump 2.0 Market Era.   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.

US equity futures are slightly lower after Tuesday's gains. European markets are firmer in early trade, while Asian markets ended higher with broad gains across Greater China and Korea. US and China reached a framework to implement the Geneva consensus, though execution still requires approval from Presidents Trump and Xi. Commerce Secretary Lutnick suggested rare earth and magnet issues may be resolved through the deal, but any US export control easing depends on reciprocal Chinese moves. US-India and US-Mexico are reportedly close to interim trade deals addressing digital access and tariff relief, according to Reuters and Bloomberg. Eyes turn to Wednesday's US CPI report, where tariffs are expected to show up in higher core inflation. Elon Musk just now said he regrets his recent comments about President Trump.Companies Mentioned: Tesla, Lockheed Martin, Starbucks, General Mills

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.

US Commerce Secretary Lutnick said they have reached a framework to implement the Geneva consensus; will return to the US to see if Trump approves.Chinese Vice Commerce Minister Li Chenggang said the two sides reached a consensus regarding the Geneva meeting; will report on the framework to leaders.European bourses are firmer this morning, though with Retail lagging; Stateside, futures are just into the red into CPI.DXY choppy but contained within Tuesday's parameters so far. Fixed benchmarks pressured into CPI, Gilts lag.Crude has seen notable two-way action on reporting around Iran. XAU edges higher, base metals mixed. Looking ahead, highlights include US CPI & Weekly Earnings, UK Spending Review, Speakers including ECB's Cipollone, Supply from the US, Earnings from Oracle.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly higher amid the recent trade-related optimism stemming from the US-China trade talks in London which have now concluded.US Commerce Secretary Lutnick said they have reached a framework to implement the Geneva consensus; will return to the US to see if Trump approves.Chinese Vice Commerce Minister Li Chenggang said the two sides reached a consensus regarding the Geneva meeting; will report on the framework to leaders.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.4% after the cash market closed with losses of 0.1% on Tuesday.USD is broadly firmer vs. peers, EUR/USD is retaining a 1.14 handle, USD/JPY is oscillating around the 145 mark, GBP eyes the UK spending review.Looking ahead, highlights include ECB Wage Tracker, US CPI & Weekly Earnings, UK Spending Review, Speakers including ECB's Lagarde, Lane & Cipollone, Supply from Australia, UK, Germany & US, Earnings from Oracle and Inditex.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week, we're tracking Ethereum's continued ascent, which has now seen an incredible 14 consecutive days of ETF inflows. Bullish sentiment is reflected across the board with both ETH and BTC basis trading above 10%, while Bitcoin's market dominance holds strong at 65.45%. We'll also dive into the recent strength in DeFi tokens like UNI, AAVE, and SKY following favorable comments from former SEC Commissioner Paul Atkins, and what this signals for the sector's future.The macro landscape is packed with catalysts. We're monitoring US/China trade talks as the July 9th tariff pause deadline approaches, the progress of the "Big Beautiful Bill" through the House, and a critical week for economic data with US CPI and PPI releases. Markets will also be watching the U.S. 30-year bond auction on Thursday for signals on the economy.The main event this week is our stablecoin focus, with the US Senate reportedly set for a vote on the GENIUS stablecoin bill this Wednesday. We'll explore what's next if it passes and the broader industry momentum, including Circle's IPO, Plasma's $500M raise, and reports of major companies like Apple, X, and Airbnb exploring stablecoin payments.We then turn to corporate crypto adoption, discussing a new Standard Chartered report showing 61 public companies now hold 3.2% of Bitcoin's total supply, and how the market is thinking about the risks associated with these growing treasury strategies. We'll also touch on key Bitcoin Core development around transaction relay policy and what it means for the network's future.In the NFT space, Yuga Labs continues to narrow its focus by sunsetting its DAO to launch APE Co.Finally, in Coinbase news: a new report indicates 60% of Fortune 500 firms are working on blockchain initiatives, Prime has advanced its ETH staking capabilities, the "State of Crypto" event is this Thursday and we share a consumer protection PSA.Topics Covered:Market Dynamics:Ethereum's 14-day ETF inflow streak and price ascent.High ETH & BTC basis (>10%) and BTC Dominance (65.45%).DeFi token strength (UNI, AAVE, SKY) following Paul Atkins' comments.Macro & US Policy:US/China trade talks & July 9th tariff deadline.Progress of the "Big Beautiful Bill."Key Economic Data: US CPI, PPI, and the 30-year bond auction.Stablecoin Deep Dive:Upcoming US Senate vote on the GENIUS stablecoin bill.Industry fundraising: Circle IPO, Plasma $500m raise, Noah.Corporate exploration of stablecoin payments (Apple, X, Airbnb).Corporate Adoption & Bitcoin Core:Standard Chartered report: 61 public companies hold 3.2% of BTC.Risks and strategies for corporate crypto treasuries.Bitcoin Core development on transaction relay policy.NFT Ecosystem:Yuga Labs sunsets DAO to launch APE Co.Coinbase News:Report: 60% of Fortune 500 working on blockchain.Product: Advanced ETH staking capabilities on Prime."State of Crypto" on June 12th.A consumer protection PSA.Our latest ad - Who's got the “Price of Housing in Bitcoin” chart?

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 ahead to U.S CPI and PPI data and Tesla’s Robotaxi launch. In the UK – a look ahead to London’s Tech Summit. In Asia – a look ahead to readings on Chinese exports, as well industrial production and retail sales. 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 ahead to U.S CPI and PPI data and Tesla’s Robotaxi launch. In the UK – a look ahead to London’s Tech Summit. In Asia – a look ahead to readings on Chinese exports, as well industrial production and retail sales. See omnystudio.com/listener for privacy 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.