Podcasts about us federal reserve

It’s now time for a Special, year-end edition of Market View, where we not only take you though how the Singapore stock market closed for the day, but also step back to examine three key themes that have shaped markets over the year, and will continue to matter as we head into 2026. The three themes are: First, whether the global AI boom can move beyond hype and experimentation into a phase of real productivity gains and earnings delivery. Second, uncertainty over the US Federal Reserve’s interest rate trajectory and whether we’re truly approaching a more balanced phase of growth, inflation and policy. And finally, China’s economic transition and whether domestic consumption can meaningfully offset weaker property investment and export headwinds amid ongoing global trade tensions. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital and Olivia Ding, Investment Analyst, Reed Capital Partners. See omnystudio.com/listener for privacy information.

The Aussie market posted its best gain in three weeks, making it a third consecutive positive week, as global rate cut expectations and soaring commodity prices drove strong performance. Stevie and Laura review a volatile week that ended on a high note, with the benchmark index up 1.2% for the day. The Materials sector was the clear standout, lifting 2% to hit an all-time high, driven by gold and copper climbing to record prices following the US Federal Reserve's rate cut. The biggest individual gainers included several gold and uranium miners, while losers included Metcash, which traded ex-dividend, and shipbuilder Austal. Looking ahead, the final full week of trade brings important interest rate decisions from the European Central Bank, the Bank of England, and the Bank of Japan, alongside key US jobs and inflation data.

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the latest announcement from the US Federal Reserve about starting purchses of Treasury Bills. Os this QE? Also will the Bank of England copy this? Will the Bank of England cut interest-rates? Is the bond market too highly leveraged?

US Federal Reserve cuts rates to 3.75 per cent from 4 per cent, unemployment rate flat at 4.3 per cent in November. Plus, Ross Greenwood tours some stunning properties up for grabs. See omnystudio.com/listener for privacy information.

The case for expropriation: 60,000 multimillionaires own three times more wealth than half the world's population / US seizes Venezuelan oil tanker in act of international piracy, as Trump escalates war preparations / US Federal Reserve cuts interest rate in split decision

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Sean Farrington looks at the US Federal Reserve's decision to cut interest rates and what that could mean for the Bank of England.We talk to the outgoing boss of GSK on why they're focusing investment in the US over the UK.And finally, we look at ticket prices for next year's World Cup.

The price of bitcoin (BTC-USD) and ether (ETH-USD) slipped lower on Thursday despite the US Federal Reserve cutting interest rates, as Fed chair Jerome Powell signalled the central bank will proceed cautiously into 2026.~This Episode is sponsored by BTCC & Mevolaxy~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCCMevolaxy - get a 50% discount on the Pro account & a 10% bonus on your first MEV-stake. The offer is valid for 48 hours!https://bit.ly/MevolaxyPBN00:00 Intro00:10 Sponsor: BTCC00:45 Neutral01:30 Crypto is lagging02:15 No Santa rally?03:00 Fear & greed03:30 Silver Surges04:30 Elizabeth Warren: Should they have cut 50?06:30 Paths to more cuts in 202608:00 Global cuts happening08:30 Will Bitcoin hit $70K soon?09:00 QE here?10:10 Bloomberg: This sounds like QE12:00 Steve Eisman on AI: It's not about the Fed14:50 Manifesting crashes16:50 Sponsor: Mevolaxy19:00 ETH vs BTC20:10 Solana Breakpoint21:30 Borrow against Polymarket positions… Disaster waiting to happen?22:20 Crypto Regulation on the edge23:00 HYPE Dead?23:30 Outro#Crypto #bitcoin #ethereum~Fed Rate Cut Reaction

11 Dec 2025. The US Federal Reserve has cut rates by 25 basis points, and the UAE Central Bank followed immediately. Economist Ed Bell breaks down what the move means for borrowing, inflation and the wider UAE economy. Plus, Wafi Group and ALMAD Group reveal a major new joint venture to transform Wafi City, announced exclusively on The Business Breakfast. And Binance has secured a full licence for all three of its entities from ADGM. We speak to the company’s CMO about what this milestone means for crypto in the UAE.See omnystudio.com/listener for privacy information.

The Federal Reserve, the US central bank, lowered its benchmark interest rate by 25 basis points on Wednesday. The move comes as the US economy deals with sticky inflation, slowing jobs figures and a lack of official data because of the government shutdown. Stock markets reacted favourably to the news initially, but were then weighed down by concerns related to the tech sector. Also in this edition: Donald Trump signals his support for a change of ownership at CNN. Plus, we bring you some data on Venezuela's oil industry. 

The US Federal Reserve on Wednesday decided to lower the target range for the federal funds interest rate by 25 basis points to 3.5 to 3.75 percent, marking its third rate cut this year.华盛顿电——美国联邦储备委员会周三决定将联邦基金利率目标区间下调25个基点至3.5%至3.75%，这是美联储今年第三次降息。The latest move was widely anticipated, making it the third rate cut in a row since the Federal Open Market Committee monetary policy meeting in September.此举早有预兆，自联邦公开市场委员会9月货币政策会议以来，这已是连续第三次降息。"Uncertainty about the economic outlook remains elevated. The Committee is attentive to the risks to both sides of its dual mandate and judges that downside risks to employment rose in recent months," the Fed said in a statement.美联储在声明中表示：“经济前景的不确定性依然较高。委员会密切关注其双重使命中就业和物价稳定两方面的风险，并判断近几个月就业面临的下行风险有所上升。”The statement also noted moderate economic expansion, a higher unemployment rate, elevated inflation and more recent indicators consistent with those developments.该声明还指出，经济呈现温和扩张态势，失业率上升，通胀率攀升，近期各项指标也印证了这些发展态势。The slowdown in job creation and rise of unemployment rate in recent months prompted the Federal Reserve to resume cutting rates in September, though inflation remained near 1 percentage point higher than the Fed's target of 2 percent.近几个月就业增长放缓和失业率上升，促使美联储于9月重启降息，尽管通胀率仍比美联储2%的目标高出近1个百分点。Data recently issued by Automatic Data Processing, Inc. (ADP) showed that US private companies cut 32,000 workers in November, defying economists' expectations for an increase of 40,000 for the month.自动数据处理公司（ADP）最新数据显示，美国私营企业11月裁员3.2万人，与经济学家预期当月将增加4万个就业岗位的预测相悖。Small businesses with fewer than 50 employees lost 120,000 jobs in November, while mid-sized and large establishments continued to add jobs in the period, according to ADP.ADP数据显示，11月员工少于50人的小型企业裁减了12万个岗位，而中型和大型企业在此期间持续增加就业岗位。US policymakers face extraordinary challenges as the 43-day federal government shutdown not only worsened the job markets but also disrupted the collection of macroeconomic data.美国政策制定者正面临前所未有的挑战，因为持续43天的联邦政府停摆不仅加剧了就业市场困境，还导致宏观经济数据收集工作陷入停滞。The US Bureau of Labor Statistics is scheduled to release the employment data for November on Dec 16, and the unemployment data for October will not be available due to the partial government shutdown in October and early November.美国劳工统计局定于12月16日发布11月就业数据，由于10月至11月初政府部分停摆，10月失业数据将无法公布。

The US Federal Reserve cuts rates to 3.5%–3.75% but three dissenting members signal deepening divisions. It surprises with a new bond buying programme to start in the coming days. US small caps moved to an all-time high, US Treasury yields dipped, and the USD fell. Yet, Oracle's outlook and additional financing needs are unsettling investors. Nasdaq futures and Asian technology stocks are lower. In Japan, strong demand at a 20-year bond auction eases yield pressures. With a record high in silver and gold close to its recent highs, Carsten Menke, Head of Next Generation Research, delivers our outlook on the two metals following the Fed decision.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:56) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:21) - Gold and silver: Carsten Menke, Head of Next Generation Research (11:05) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The US Federal Reserve has cut its federal funds rate for the third time in a row, but not without some conjecture from board members about what should really be happening with rates.See omnystudio.com/listener for privacy information.

Markets lift after the US Federal Reserve cuts interest rates, Australia's unemployment rate remained steady in November at 4.3 per cent. Plus, one ASX-listed company announces plans to expand its footprint in New Zealand.See omnystudio.com/listener for privacy information.

Singapore shares inched higher today on a mixed day for Asian equities. The Straits Times Index was up 0.36% at 4,527.94 points at 2.38pm Singapore time, with a value turnover of S$669.01M seen in the broader market. In terms of counters to watch, we have Mapletree Pan Asia Commercial Trust, after its manager announced yesterday that its subsidiary – Festival Walk – will sell Festival Walk Tower at nearly HK$2 billion (S$328.1 million) to an unrelated third party. Elsewhere, from how the US Federal Reserve lowered interest rates by 25 basis points as expected, but with more dissenters this time around, to Grab Vietnam’s partnership with Charge+ to accelerate the development of a nationwide EV charging network in the country – more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital.See omnystudio.com/listener for privacy information.

The US Federal Reserve has lowered its benchmark rate by a quarter percentage point, to a range of 3.5%-3.75%. However, it signalled there will be fewer cuts going forward amid a cooling labour market and persistently high inflation. The vote was not unanimous, with two board members calling for keeping rates unchanged, and Trump ally Stephen Miran wanting a larger cut. Also in the segment: the United Arab Emirates is turning towards AI as part of a strategy of ensuring its future in a post-fossil fuels world. 

Will Nifty find its footing ahead of the US Federal Reserve's key rate decision? GIFT Nifty signals a cautious start for Indian markets as investors brace for the Fed's final policy move of the year. All eyes are also on Meesho's much-awaited D-Street debut today after strong IPO interest. Plus, in our Voice of the Day segment, listen in to Kush Gupta, Fund Manager at SKG Capital, as he shares insights on where to find value in the midcap space after the recent correction. Tune in for all this and more in today's Market Minutes — your essential morning podcast bringing you top stories, market cues, and trends to kickstart your trading day.

The US Federal Reserve has cut interest rates and has signalled one more reduction in 2026. In company news, GE Vernova surged as AI-driven demand supported higher dividends and buybacks, while Amazon’s growing grocery momentum pressured shares of Instacart and DoorDash. In commodities, oil rose after the Trump administration seized oil tankers off the Venezuelan coast, and copper and iron ore rebounded on China stimulus hopes. Back home, Aussie shares are expected to open higher ahead of key jobs data. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Singapore shares dipped today as Asian markets broadly traded in the red. The Straits Times Index was down 0.27% at 4,501.15 points at 2.34pm Singapore time, with a value turnover of S$573.59M seen in the broader market. In terms of counters to watch for today, we have Golden-Agri Resources, YZJ Maritime and Centurion Accommodation Real Estate Investment Trust. That’s after how a Singapore Exchange statement out yesterday said the three counters were added to the iEdge Singapore Next 50 Index and the iEdge Singapore Next 50 Liquidity Weighted Index. Elsewhere, from a last look at market expectations ahead of the US Federal Reserve’s latest rate decision, to how Amazon said today that it plans to invest more than US$35 billion in India by 2030, more international and corporate headlines remained in focus. Also on deck – how SK Hynix is exploring the possibility of listing shares in New York. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kenneth Goh, Director, Private Wealth Management, UOB Kay Hian.See omnystudio.com/listener for privacy information.

This week, the Reserve Bank board meets. What will they make of last week's GDP figures, and the jump in household spending? Also this week: labour force data, and the crucial December meeting of the US Federal Reserve. Michael Thompson is joined by economist Stephen Koukoulas.Fear & Greed Q+A: Join Sean Aylmer & Michael Thompson and the team as they answer questions on business, investing, economics, politics and more. If you have your own question, get in touch via our website, LinkedIn, Instagram or Facebook!Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to CEO of Sappi Stephen Binnie about Sappi and Finland-based UPM-Kymmene Corporation’s plan to create an independent 50/50 joint venture for graphic paper, combining their European and American operations to address structural changes in the industry and strengthen long-term resilience. In other interviews, Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, unpacking why the US Federal Reserve matters and how its decisions can impact your investments. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks with Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, to unpack why the US Federal Reserve matters and how its decisions can impact your investments. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Peter Boockvar, Chief Investment Officer at OnePoint BFG, joins the MSD airwaves once again for a breakdown of the potential dynamics of the Japanese bond market. With the Japanese central bank in the precipice of raising rates and the US Federal Reserve potentially cutting rates, the two decisions could have implications on the yen carry trade.

Australian children brace for an upcoming social media ban on under-16s as governments around the world consider their own restrictions in a bid to protect youngsters' mental health. Also in this edition: South Korea's largest e-commerce firm suffers a major data breach, and Donald Trump says he's picked the next head of the US Federal Reserve.

Corporate Travel Management's accounting scandal is worse than expected, inflation surged to its highest level since June 2024. Plus, Michael McCarthy joins the show to discuss the upcoming US Federal Reserve interest rates decision.See omnystudio.com/listener for privacy information.

Singapore shares inched higher today to track gains seen in Asia. The Straits Times Index was up 0.39% at 4,519.06 points at 2.14pm Singapore time, with a value turnover of S$531.05M seen in the broader market. In terms of counters to watch, we have IHH Healthcare, after the healthcare company yesterday posted a net profit of RM616 million (S$194.3 million) for its third quarter ended Sep 30, a 15 per cent increase from RM534 million in the year before. Elsewhere, from how South Korea’s central bank kept interest rates unchanged as widely expected, to how Intel denied allegations by Taiwan Semiconductor Manufacturing Company (TSMC) that one of its executives, Lo Wei-Jen, who formerly worked at the Taiwanese chipmaker, had leaked trade secrets – more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital.See omnystudio.com/listener for privacy information.

Weeks before the Trump administration is expected to name its pick for the next US Federal Reserve chair, current White House economic adviser Kevin Hassett leads a group of five finalists. Whoever prevails will have the significant job of guiding the US through challenging economic times, while balancing the Fed’s long-standing independence against a hands-on president. On today’s Big Take podcast, Bloomberg Fed reporters Amara Omeokwe and Enda Curran join David Gura to discuss what the leading candidates bring to the job. Read more: Hassett Emerges as Frontrunner in Trump Fed Chair AuditionSee omnystudio.com/listener for privacy information.

Stock markets swung sharply as NVIDIA's post-earnings rally reversed into losses, triggering a sell-off on Wall Street. Robust US employment data and hawkish signals from US Federal Reserve officials dampened hopes of interest rate cuts, while defensive sectors held firm and oil prices slipped amid Ukraine peace talks. Japan unveiled a new stimulus package—the largest since the Covid crisis. Tim Gagie, Head of FX Advisory in Geneva, discusses how investors are navigating tough choices amid persistent volatility in precious metals, mixed economic indicators, and shifting currency flows, including notable Swiss franc selling this week.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:27) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:52) - FX and metals update: Tim Gagie, Head of FX Advisory Geneva (10:58) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

SBS Finance Editor Ricardo Gonçalves speaks with George Boubouras from K2 Asset Management Ltd about the day's market moves including how the US government shutdown will impact the US Federal Reserve's next interest rate decision, plus a preview of Nvidia's quarterly results.

Money, it's often said, is a form of trust and central banks are the custodians of that trust; it's their job to guarantee that the money they issue maintains stable purchasing power. More recently, that's been no easy task. Witness President Donald Trump's attacks on the independence of the US Federal Reserve. The FT's chief economics commentator, Martin Wolf, speaks to Agustín Carstens, former general manager of the Bank for International Settlements – the “central bank of central banks” – and one-time governor of the Bank of Mexico, to discuss what central banks can do to maintain trust in a fractured world and asks if they must modernise to maintain authority.Martin Wolf is the FT's chief economics commentator. You can read his columns here: https://www.ft.com/martin-wolfSubscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen. Presented by Martin Wolf. Produced by Mischa Frankl-Duval. Manuela Saragosa is the executive producer. Original music from Breen Turner, and sound design by Simon Panayi.Register for a November 28 live webinar on what the UK Budget will mean for your money and put your questions to FT journalists Claer Barrett, Stuart Kirk, Tej Parikh and special guest, tax expert Dan Neidle. Get your free pass now at ft.com/budgetwebinarThe webinar will also be broadcast as a bonus edition on two FT podcasts: Claer's Money Clinic and the weekly UK politics show Political Fix, presented by George Parker while Lucy Fisher is on maternity leave.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

When the US Federal Reserve reduced its interest rate by a quarter percentage point last week, establishing the target range at 3.75-4 percent, it was not a bold stimulus but rather a cautious act of navigation. A prolonged government shutdown has left the Fed operating with limited information on inflation and jobs. For India, this development influences the global cost of capital, investor behaviour, and the overall pace of trade. The rate cut was determined under extraordinary conditions. US GDP grew at an annualised rate of 3.8 percent in the second quarter, but more recent indicators suggest a cooling trend. Unemployment has risen to 4.3 percent, job creation has decelerated, and consumer spending is stabilising. Although inflation has decreased to approximately 3 percent year-on-year, it still exceeds the Federal Reserve's 2 per cent target. Typically, policymakers would review fresh September data before making decisions, but since those reports never came, the Federal Reserve had to rely on August data. Bidisha Bhattacharya has more in #ThePrintEconomix----more----Read full article here: https://theprint.in/opinion/economix/us-interest-rate-cut-india/2776495/

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the Reserve Bank's Cup Day decision and what it signals for future rate moves. They explore the latest inflation data and the RBA's updated forecasts, highlighting the delicate balance between a softening labour market and above-target inflation. Across the Pacific, the US Federal Reserve's stance is equally nuanced, with rate cuts, shutdowns, and inflation uncertainty clouding the outlook.  Nick shares insights on the US earnings season, the AI investment surge, and whether we are edging toward bubble territory. The conversation turns to private credit markets, where recent fraud cases raise red flags and prompt a closer look at lending standards.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/      

October was a busy month for those involved in FX transactions and the vagaries of the precious metals markets. With the US Federal Reserve having started to lower rates and continuing expectations of a weakening dollar, how are investors positioning themselves as they head towards year end? In this episode of the Beyond Markets Podcast, Bernadette Anderko sits down with Tim Gagie, Head of FX and Precious Metals Sales at Julius Baer Geneva to discuss the challenges involved in reducing dollar exposure, what alternatives look interesting and of course, the explosive performance of gold in 2025 and how volatility is providing investors with interesting opportunities.(00:11) - Introduction (01:22) - Adjusting to further dollar weakness (02:31) - Is anyone actually selling the dollar? (03:27) - USD alternatives being investigated (04:30) - Emerging market currencies (05:56) - The situation in silver and gold (07:38) - What's the key takeaway? (08:20) - Closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

30 Oct 2025. The US Federal Reserve has cut interest rates by a quarter of a percent and the UAE Central Bank followed immediately. We ask economist Daniel Richards what this means for UAE borrowers, savers, and the wider economy. Plus, the UAE’s ambassador to Japan, His Excellency Shihab Ahmed Al Faheem, joins us live as Asia takes centre stage this week. And it’s Halloweenomics - with cocoa prices climbing, we find out from Spinneys what that means for your sweet treats this season.See omnystudio.com/listener for privacy information.

① President Xi Jinping and President Donald Trump have agreed to strengthen China-US cooperation during their meeting in South Korea. Does the meeting present an opportunity for the two sides to move beyond an era of adversarial competition towards a more normal relationship? (00:48) ② Chinese Vice President Han Zheng has met with Saudi Crown Prince Mohammed bin Salman in Riyadh, with the two sides pledging to further promote cooperation. How is Beijing and Riyadh benefiting from their closer ties? (24:07) ③ China has announced plans to launch the Shenzhou-21 crewed mission to its space station. What's at stake in the mission? (34:20) ④ The US Federal Reserve has cut interest rates for a second time this year. What does it tell us about the uncertainty the US economy faces? (43:49)

The US Federal Reserve delivered a widely anticipated rate cut, but growing divisions among policymakers spooked markets. Strong AI-driven spending fuelled big-tech earnings, but the outlooks dented the bullish mood. Eurozone markets gained on robust banking performance, while the main indices in the UK and Spain hit another all-time high. The Bank of Japan opted to leave rates unchanged at its meeting today. The meeting between Presidents Trump and Xi ended and has eased some global trade concerns – but underlying tensions persist. Norbert Rücker, Head of Economics and Next Generation Research, talks about rare earths as well as oil in light of the latest sanctions.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:41) - Oil and rare earths: Norbert Rücker, Head of Economics & Next Generation Research (13:05) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The US Federal Reserve has lowered interest rates for the second time this year, despite having only partial data to assess the state of the economy because of the ongoing government shutdown. The quarter percentage point cut brings the Federal Funds Rate to a range of 3.75 percent to 4 percent. The central bank also announced it would stop reducing the size of its balance sheet in December.  Also in this segment: Boeing posts a $5.4 billion third-quarter loss, weighed down by delays in its 777X rollout. 

China's industrial profits grew at its fastest pace in nearly two years in September, official data showed on Monday, as policy measures to rein in rat-race competition helped ease pressure on manufacturers despite lingering domestic and external headwinds.官方数据于周一显示，尽管国内外不利因素仍存，但随着遏制无序竞争的政策措施帮助缓解了制造商的压力，9月中国工业利润增速达到近两年来的最高水平。Analysts attributed the rebound in corporate profitability to firmer prices and resilient industrial output, supported by Beijing's pro-growth policies, pointing to a stabilizing economy buoyed by the strong performance of the new quality productive forces.分析师认为，在国家稳增长政策的支撑下，产品价格趋稳以及工业产出保持韧性，推动了企业盈利能力的回升。他们指出，得益于新质生产力的良好发展态势，中国经济正趋于稳定。Looking ahead, they expect the recovery momentum to extend into the fourth quarter, with policymakers likely to intensify countercyclical adjustments to boost domestic demand, spur market confidence and reinforce internal growth drivers — keeping China on track to meet its full-year growth target.展望未来，分析师预计复苏势头将延续至第四季度。政策制定者可能会加大逆周期调节力度，以扩大内需、提振市场信心并强化内生增长动力，确保中国能够实现全年经济增长目标。China's industrial enterprises with an annual revenue of at least 20 million yuan ($2.8 million) saw their total profits soar 21.6 percent year-on-year in September, following a 20.4 percent jump in August, marking the largest gain since November 2023, data from the National Bureau of Statistics showed on Monday.国家统计局周一发布的数据显示，9月，年营业收入2000万元（约合280万美元）及以上的中国工业企业，其实现利润总额同比激增21.6%；8月该指标同比增幅为20.4%。这意味着9月工业利润增幅创下2023年11月以来的最高纪录。During the first nine months of the year, profits at major industrial companies grew to 5.37 trillion yuan, a year-on-year increase of 3.2 percent, following a 0.9 percent rise in the first eight months.今年前9个月，规模以上工业企业实现利润5.37万亿元，同比增长3.2%；前8个月该指标同比增幅为0.9%。Wen Bin, chief economist at China Minsheng Bank, said: "The strong growth in September's industrial profits was largely driven by a low base from last year, combined with stabilizing production, easing price pressures and improving profit margins."中国民生银行首席经济学家温彬表示：“9月工业利润的强劲增长，很大程度上得益于去年同期的低基数效应，同时也受到生产企稳、价格压力缓解以及利润率改善等因素的综合推动。”NBS data showed China's industrial output surged 6.5 percent year-on-year in September after a 5.2 percent rise in August, marking the first acceleration in three months.国家统计局数据显示，9月中国工业增加值同比增长6.5%，较8月的5.2%有所提升，这是该指标近三个月来首次出现增速加快。Meanwhile, China's producer price index — which measures factory-gate prices — fell 2.3 percent year-on-year in September, easing from a 2.9 percent drop in August.与此同时，9月中国工业品出厂价格指数（PPI，衡量工厂端产品价格水平）同比下降2.3%，降幅较8月的2.9%有所收窄。Wen also noted that "structural bright spots are a key part of the rebound in corporate profitability", underpinned by the robust performance of high-tech manufacturing and equipment manufacturing sectors.温彬还指出，“结构性亮点是企业盈利能力回升的关键因素”，而高新技术制造业和装备制造业的强劲表现为这一亮点提供了支撑。According to the NBS, profits in high-tech manufacturing industries surged 26.8 percent in September, driving overall industrial profit growth to accelerate by 6.1 percentage points.国家统计局数据显示，9月高新技术制造业利润同比激增26.8%，拉动全部工业利润增速加快6.1个百分点。For the first nine months, profits in equipment manufacturing industries soared 9.4 percent, contributing 3.4 percentage points to overall profit growth.今年前9个月，装备制造业利润同比大幅增长9.4%，对全部工业利润增长的贡献率达到3.4个百分点。Citing the faster profit growth among private sector and foreign companies, Wen said that it indicates market expectations are improving, and business confidence is recovering.温彬提到，私营企业和外资企业利润增速加快，这表明市场预期正在改善，企业信心逐步恢复。Looking ahead, he said the fourth quarter will likely see steady growth in industrial profits with the government's effective measures to curb involution competition, easing price pressures and improving corporate profitability.他表示，展望未来，随着政府采取有效措施遏制行业内卷、价格压力进一步缓解以及企业盈利能力持续改善，第四季度工业利润有望保持稳定增长。In the communique of the fourth plenary session of the 20th Central Committee of the Communist Party of China, which was released on Thursday, policymakers called for "resolutely achieving the economic and social targets set for this year", suggesting they will ensure GDP growth will reach the "around 5 percent" growth target.中共二十届四中全会公报于周四发布，其中政策制定者提出“坚决完成今年经济社会发展目标任务”，这一表述意味着政府将确保国内生产总值（GDP）实现“5%左右”的增长目标。Lu Ting, chief China economist at Nomura, said he expects the country to refocus on short-term growth stability. "Beijing just needs around 4.2 percent GDP growth in the fourth quarter to deliver that target. So, from a statistics perspective, it's easily within reach," he said.野村证券首席中国经济学家陆挺表示，预计中国将重新聚焦短期经济稳定增长。他指出：“要实现全年增长目标，中国第四季度GDP增速只需达到4.2%左右即可。因此，从统计角度来看，这一目标触手可及。”The best strategy is to resist the temptation to fuel the stock markets by avoiding too high-profile monetary measures in the near term, remaining vigilant by avoiding contractionary policies, cleaning up the property market problem, and addressing some deep-rooted problems such as the unequal social security system, Lu said.陆挺认为，当前最佳策略是：短期内避免推出过于高调的货币政策，抵制刺激股市的诱惑；保持警惕，不采取紧缩性政策；着力解决房地产市场问题；并应对一些深层次问题，如社会保障体系不均衡等。A report released by the Chinese Academy of Social Sciences' Institute of Finance & Banking on Monday noted that insufficient effective demand remains a prominent challenge.中国社会科学院金融研究所周一发布的一份报告指出，有效需求不足仍是当前面临的突出挑战。Against the backdrop of US-China trade friction and profound structural economic shifts, the report said China should advance macroeconomic governance system innovation that addresses both existing structures and new growth drivers, with a focus on enhancing policy efficacy.报告称，在美国对华贸易摩擦以及国内经济结构性深刻调整的背景下，中国应推进兼顾现有结构与新增动力的宏观经济治理体系改革，并重点提升政策实施效果。"In the short term, macro policies should be proactively strengthened, including more forceful fiscal spending tilted toward consumption stimulation, utilizing the room for interest rate cuts and reserve requirement ratio reductions created by the US Federal Reserve's move, and implementing multi-pronged measures to stabilize the property market and foster its high-quality development," said Wang Qing, assistant researcher at the institute.该研究所助理研究员王青（音译）表示：“短期内，应积极加大宏观政策力度，包括采取更有力的财政支出措施并向刺激消费倾斜、利用美联储政策调整所带来的降息降准空间，以及通过多方面举措稳定房地产市场、推动其高质量发展。”resilient/rɪˈzɪliənt/adj.能快速恢复的，具韧性的countercyclical/ˌkaʊntəˈsaɪklɪkl/adj.反经济周期的

US President Donald Trump is in Asia this week ahead of high-stakes trade talks with Chinese President Xi Jinping. Plus, the UK chancellor is pushing for her own trade deal in the Gulf, and the US Federal Reserve is heading into its next meeting without some important economic data. Mentioned in this podcast:‘Positive framework' agreed for Trump-Xi summit, says Scott BessentUK chancellor to hold Gulf trade talks in push for pro-growth policiesUS shutdown obscures economic outlook as Fed plans new rate cutMarkets brace as Argentines go to the pollsToday's FT News Briefing was produced by Ethan Plotkin, Victoria Craig, Sonja Hutson, and Marc Filippino. Our show was mixed by Alexander Higgins. Additional help from Peter Barber. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Everyone from central banks to jewellery fans were rushing to buy gold - until suddenly the price crashed on Tuesday night. What’s going on - and where will it stop? Markets Editor David Rogers joins us. You can read more about this episode, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented by Claire Harvey, produced by Kristen Amiet, and edited by Lia Tsamoglou. Our team includes Tiffany Dimmack, Joshua Burton, Stephanie Coombes and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

SHOW SCHEDULE 10-15--25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1964 ATLANTIC CITYCONVENTION HALL THE SHOW BEGINS IN THE DOUBTS ABOUT CONGRESS.... 10-15--25 FIRST HOUR 9-915 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 915-930 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 930-945 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. 945-1000 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. SECOND HOUR 10-1015 HEADLINE: China's Predicament in the Middle East and Domestic Economic Instability GUEST NAME: General Blaine Holt SUMMARY: General Blaine Holt analyzes China's strategic challenges, noting Beijing is concerned about losing access to critical oil and gas resources as US leadership advances the Abraham Accords. China's previous regional deals, like the Saudi-Iran agreement, lacked substance compared to US business commitments. Holt suggests internal pressures might lead Iran toward the Accords. Domestically, China faces accelerating deflation and uncertainty regarding Xi Jinping's leadership due to four competing factions before the fourth plenum. 1015-1030 HEADLINE: South Korea's Descent into Authoritarianism and Persecution of Opposition GUEST NAME: Morse Tan SUMMARY: Morse Tan argues that South Korea is moving toward a "rising communist dictatorship" that oppresses political and religious figures. The indictment of the Unification Church leader and the targeting of the rightful President Yoon exemplify this trend. This persecution serves as an intimidation campaign, demonstrating the regime's disregard for the populace. Tan recommends the US implement active measures, including sanctions relating to a coup d'état and visa sanctions, while also pressing for greater military cooperation. 1030-1045 HEADLINE: Russian War Economy Stalls as Oil Prices Decline and Sanctions Bite GUEST NAME: Michael Bernstam SUMMARY: Michael Bernstam reports that the Russian economy is struggling as global oil prices decline and sanctions increase transportation costs, leading to a $13 to $14 per barrel discount on Russian oil. The "military Keynesianism" economy is exhausted, resulting in staff cuts across industrial sectors. Forecasts indicate contraction in late 2025 and 2026, with the IMF lowering its growth projection for 2025 to 0.6%. Russia is avoiding sanctions by routing payments through neighbors like Kyrgyzstan, who have become major financial hubs. 1045-1100 HEADLINE: Lessons from the Swiss National Bank: Risk-Taking, Exchange Rates, and Fiscal Responsibility GUEST NAME: John Cochrane SUMMARY: Economist John Cochrane analyzes the Swiss National Bank (SNB), noting it differs greatly from the US Federal Reserve by investing heavily in foreign stocks and bonds to manage the Swiss franc's exchange rate. The SNB's massive balance sheet carries risks accepted by Swiss taxpayers and the Cantons. Switzerland, being fiscally responsible (running no budget deficits), finds central banking easier. Cochrane advises that the US Fed should not be buying stocks or venturing into fiscal policy. THIRD HOUR 1100-1115 HEADLINE: China Retaliates Against Dutch Chipmaker Seizure Amid European Fragmentation GUEST NAME:Theresa Fallon SUMMARY: Theresa Fallon discusses China imposing export controls on Nexperia after the Dutch government seized control of the chipmaker, which was owned by China's Wingtech. The Dutch acted due to fears the Chinese owner would strip the technology and equipment, despite Nexperia producing low-quality chips for cars. Fallon notes Europe needs a better chip policy but struggles to speak with one voice, as fragmented policy allows China to drive wedges and weaken the EU. 1115-1130 HEADLINE: China's Economic Slowdown, Deflation, and the Spectre of Japanification GUEST NAME: Andrew Collier SUMMARY: Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028. 1130-1145 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. 1145-1200 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. FOURTH HOUR 12-1215 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1215-1230 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1230-1245 HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears. 1245-100 AM HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears.

HEADLINE: Lessons from the Swiss National Bank: Risk-Taking, Exchange Rates, and Fiscal Responsibility GUEST NAME: John Cochrane SUMMARY: Economist John Cochrane analyzes the Swiss National Bank (SNB), noting it differs greatly from the US Federal Reserve by investing heavily in foreign stocks and bonds to manage the Swiss franc's exchange rate. The SNB's massive balance sheet carries risks accepted by Swiss taxpayers and the Cantons. Switzerland, being fiscally responsible (running no budget deficits), finds central banking easier. Cochrane advises that the US Fed should not be buying stocks or venturing into fiscal policy. 1890 SWISS

Join host Mark McKevitt from AIB's Customer Treasury Team and AIB Senior Economist John Fahey for the October Market Moves edition of AIB Market Talk. In this episode, they break down the latest developments in the financial markets, including:Recent shifts in the euro, dollar, and yen, and the drivers behind currency movementsThe impact of political events, such as the resignation of the French Prime Minister and leadership changes in JapanWhat to expect from the upcoming UK and Eurozone budgets, and their implications for fiscal sustainabilityCentral bank outlooks: ECB, Bank of England, and US Federal Reserve rate expectations for the coming monthsKey forecasts for EUR/USD and EUR/GBP through year-end and into 2026 Whether you're a business leader, investor, or simply interested in market trends, this episode offers clear, expert insights to help you stay informed.Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

Welcome to the one hundred fifty-sixth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group's Managing Directors Brett Evans and James Ridley discuss Where is the Australian Dollar Heading — diving into forecasts, currency drivers, and strategies for managing exchange rate movements. Throughout the episode, Brett and James review differing forecasts from major banks, exploring whether the Australian dollar could climb toward the 67–71 cent range. They unpack the key factors influencing the Aussie dollar's outlook, including US dollar weakness, Australia's improving interest rate differential, and shifting commodity prices. The discussion also touches on the US Federal Reserve's cautious approach to rate cuts, which has steadied the greenback and limited its depreciation against the AUD. Brett shares practical guidance on hedging and dollar-cost averaging when repatriating wealth — reminding expats not to stay anchored to historical exchange rates. Whether you're managing income abroad, repatriating funds, or simply watching the markets, this episode offers valuable perspectives to help you navigate the Australian dollar with confidence. Links discussed in this episode: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you're based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

Donald Trump is not letting up pressure on the US Federal Reserve. He's taken efforts to fire one of its governors, all the way up to the US Supreme Court. Trump's clash with the Fed echoes pressure that Richard Nixon put on the central bank in the 1970s to lower interest rates. In this episode, Cristina Bodea, professor of political science at Michigan State University, why that moment – and the inflation spike that followed – became a cautionary tale about what can happen if politicians threaten the independence of central banks. This episode was written and produced by Katie Flood and Gemma Ware with assistance from Mend Mariwany. Sound design and mixing by Eloise Stevens and theme music by Neeta Sarl. Read the full credits for this episode and sign up here for a free daily newsletter from The Conversation.If you like the show, please consider donating to The Conversation, an independent, not-for-profit news organisation.

Stephen Grootes speaks to Izak Odendaal, Investment Strategist at Old Mutual, about the uncertainty hanging over interest rates, as drama at the US Federal Reserve turns unusually political and unpredictable - with President Trump’s attempted firing of Governor Lisa Cook, a court ruling keeping her in place, and rushed Senate confirmations leaving markets guessing about the Fed’s next move. In other interviews, Mike Adsetts, Global Chief Investment Officer at Momentum Investments, discusses about the lessons South Africa can draw from global experience as the Two-Pot retirement system marks its first year. From Australia’s disciplined superannuation model to Chile’s cautionary tale of privatisation, Adsetts highlights the importance of sound investment strategy, careful withdrawals, and professional advice to balance short-term access with long-term retirement security. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Is the market in a bubble? With US exchanges seeing record highs, AI hype still soaring, and a recent US Federal Reserve rate cut, it’s a question some investors are asking. In this episode, we get Scott Phillips’ views on identifying an expensive share price vs a worthy buy—based on his experience as The Motley Fool’s Chief Investment Officer, Advisor, and Portfolio Manager. Scott explains why a record high isn't always a red flag, and his strategy for distinguishing between a bubble and justifiable optimism. We discuss the current state of the market against first hand lessons from the dot-com bubble and the COVID crash. Scott shares the perils of trying to catch the bottom—and how even the best business in the world may be overpriced. Plus, Scott’s take on assessing investments, weighing up reasonable probabilities against downside and upside risks. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

The US Federal Reserve resumed its rate cut cycle last week with a widely expected 25bp rate cut. Julius Baer expects four further rate cuts through March 2026, pausing at 3.25%, while the markets are pricing in slightly more aggressive easing. Against a backdrop of rapidly falling short-term rates and rising re-investment risk, 5-7 year bonds emerge as the sweet spot – offering a balance of yield and volatility amid a steepening curve. In credit markets, the tight spreads between corporates and Treasuries aren't just a sign of strong corporate demand, but also reflect weakening Treasury appeal. When benchmarked against swaps, the implied corporate credit spreads appear more normal, supporting continued inflows into investment-grade corporate bonds. In equities, the rally in lower-quality and non-profitable tech stocks suggests that the market has been expecting and pricing in looser monetary policy conditions. However, a reversal may be due, and it may be time for quality stocks to outperform again. Notably, despite strong gains, valuations of the Magnificent 7 stocks remain below prior bubble peaks. This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer.

The US central bank - the Federal Reserve - has lowered interest rates for the first time since President Trump began his second term. But what does this actually mean for companies? We speak to two business owners to find out their thoughts. ank - the Federal Reserve - has lowered interest rates for the first time since President Trump began his second term. Pomp and pageantry as King Charles welcomes the US president to the UK. We'll be hearing what kind of reception Donald Trump has received.And the state visit also coincides with a major tech deal between the two allies. But can state visits really help economic ties? A former British deputy ambassador to the US gives us his insight.

Today, we discuss the US Federal Reserve governor Lisa Cook suing President Donald Trump after he attempted to fire her. President Trump claims she made false statements on her mortgage, and says he has the authority to remove her. Cook has said there is "no cause exists under the law" to sack her. At the same time Trump is in another public dispute with the director of the US Centers for Disease Control and Prevention. How will both battles end? Adam speaks to BBC chief presenter Caitriona Perry in Washington.Adam is also joined by Ed Davey, leader of the Liberal Democrats who is boycotting President Trump's UK state banquet in protest of Trump and Keir Starmer's position on the escalating situation in Gaza.You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://tinyurl.com/newscastcommunityhereGet in touch with Newscast by emailing newscast@bbc.co.uk or send us a whatsapp on +44 0330 123 9480.New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bit.ly/3ENLcS1 Newscast brings you daily analysis of the latest political news stories from the BBC. It was presented by Adam Fleming. It was made by Jack Maclaren with Anna Harris and Shiler Mahmoudi. The social producer was Sophie Millward. The technical producer was Mike Regaard. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.