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On this episode of Inside Business, we start with Ireland's economic outlook a week out from the Budget 2027 announcement. After years of consistent steady growth and running a surplus, what potential challenges await next year? Are we putting enough into the State's rainy-day funds?And why do developments with the US Federal Reserve have a clear impact on our economy?To discuss all this, host Cliff Taylor was joined in studio by Rossa White, Chief Economist at EY Ireland.In the second half of this episode, we look at agentic AI and why it has been making headlines for all the wrong reasons lately.Data breaches and deceptive behaviour have led to growing calls from AI leaders, including OpenAI CEO Sam Altman and Anthropic's Dario Amodei, for a more cautious approach to AI development and stronger safeguards. But why don't these companies know what their software is up to?And is proper regulation even a possibility at this point?Irish Times business and technology journalist Ciara O'Brien has been following these developments closely and she explained why agentic AI is giving big tech cause for concern.Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.
September 29, 2026 ~ Michael S. Barr, Member of the US Federal Reserve Board of Governors, featured guest at today's DEC meeting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Lance Alexander speaks with Cheng Chye Hsern, Head of Investment, Providend, about the US Federal Reserve’s latest interest rate hike and where rates could be heading next. With Singapore T-bill yields rising, should investors be parking more cash in T-bills, what are the risks, and what other options are worth considering? They also examine what higher interest rates mean for Singapore REITs and the three local banks - DBS, OCBC and UOB. Should investors rethink their holdings? Plus, why has gold come under pressure despite persistent inflation, and does it still deserve a place in investors’ portfolios?See omnystudio.com/listener for privacy information.
The global monetary policy cycle has turned back to hiking, following two years of (nearly) synchronised rate cuts.In this episode of Macro Bytes, Chief Economist Paul Diggle is joined by Jon Butcher, Felix Feather and Sree Kochugovindan from Aberdeen's Global Macro Research team to discuss the shift back towards monetary tightening.A week or two on from major decisions from the US Federal Reserve, Bank of England, European Central Bank and Bank of Japan, the team assesses whether policymakers are delivering a small number of "risk management" rate hikes, or embarking on a sustained tightening cycle.The discussion examines the economic forces driving rate hikes, including high energy prices, currency developments, and rising estimates of neutral interest rates. The team also explores an increasingly important issue: the growing intersection between central banking and politics.
Shutterstock Track 1219389Monetization ID TFGEPGEI0LHEIJAIKia ora.Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from interest.co.nz.Today we lead with news stronger American economic data and higher oil prices have built expectations of more rate hikes by the US Federal Reserve. The USD has jumped in response.However, US mortgage applications fell again last week but that is really no surprise because that market saw its benchmark 30 year mortgage rate jump to 7.12% and its highest since May 2024. It was refinance activity that saw the biggest pullback.Meanwhile, US business growth surged to its fastest for over five years and job gains accelerated according to the S&P Global PMI. Both their service sector and their factory sector are sharing in the gains. But at the same time price pressures are also intensifying with a sharp spike in costs. Input costs surged to their highest since October 2022; selling prices jumped too but at a lesser rate.US crude oil stocks were expected to fall again last week, but instead they rose and by much more than expected. However that didn't stop their strategic reserve holdings from falling again, staying at dangerously low levels. Nor has it curtailed retail pump prices. More generally, the world is running down its crude oil buffers - and the price signals seem to be ignoring that risk.There was a fall in support for the US Treasury 5 year bond auction overnight which delivered a 4.95% median yield (5.04% high) which was up sharply from 4.34% at the prior equivalent event a month ago. Bessent's yield management is failing to deliver and restraint.Fed governor Barr was speaking overnight and ho reiterated the view that higher rates will be needed to bring inflation back to target. Without much threat on the jobs front and their labour market mandate, markets see the Fed unconstrained in taking sharper action against inflation. He said "risks to achieving our inflation target have increased, while risks to the labor market have receded."In the US all eyes will now turn to Trump's hosting of Chinese president Xi - who incidentally is coming with no Chinese business leaders.Taiwan's August industrial production (+23.5%) and August retail sales (+6.5%) data both delivered the strong year-on-year gains we have come to expect from them.Singapore's inflation rate came in at 2.3% in August, up marginally from July but the increase expected.Indonesia's central bank reviewed its 5.75% policy rate overnight but left it unchanged.In India, their flash PMI data for September pointed to a better improvement in business conditions. Output growth was higher in both manufacturing and services companies, with goods producers leading the latest upturn. New orders also rose at a quicker pace, prompting a solid expansion in jobs. Meanwhile, inflationary pressures faded and business confidence strengthened.The flash S&P Global factory PMI in Australia saw a shift from a moderate expansion in August (52.0) to a minor contraction in September (49.3). Their services sector eased as well but is still expanding in September. On the prices front, the rate of input price inflation picked up to its highest in three months, but remained weaker than seen through the second quarter. Meanwhile, output charges rose at a strong rate that was more pronounced than in August. The UST 10yr yield is now just on 5.13%, up +16 bp from yesterday. The 30 year yield is at 5.40%, up +11 bps.The price of gold is at US$4294/oz, and down -US$58 from yesterday. Silver is at just over US$64.50/oz and down -US$2.Oil prices have firmed +50 USc to just on US$91.50/bbl in the US, while the international Brent price is up +US$3 to US$102.50/bbl.The Kiwi dollar is down -50 bps from yesterday, now at 56.7 USc. Against the Aussie we are up +10 bps at 80.6 AUc. Against the euro we are down -20 bps at just over 49.8 euro cents. That all means our TWI-5 starts today at just on 60.4 and down -30 bps.The bitcoin price starts today at US$84,343 and down -2.4% from yesterday. Volatility over the past 24 hours has been moderate at just over +/-2.4%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.Track 1219389Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
Markets have regained some footing, but investors remain on high alert as interest rates, oil prices and geopolitical developments continue to shape the outlook. In this week's episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the key drivers behind recent market performance, from easing Treasury yields and record highs in technology stocks to the impact of global political developments and shifting investor sentiment. He unpacks the implications of the US Federal Reserve's latest interest rate increase, the outlook for inflation and markets are closely watching the upcoming South African Reserve Bank decision. The episode also examines the interplay between oil prices, the rand and geopolitical tensions in the Middle East, and what these factors could mean for investors in the months ahead. Closer to home, Trevor discusses South Africa's governance and infrastructure challenges, the outlook for the local economy ahead of municipal elections, and the factors influencing the rand and broader market resilience. LinkedIn · YouTube
The US Federal Reserve, the world's most influentialcentral bank, has increased interest rates for the first time since 2023. With more likely to be on the way, this looks to be the beginning of another interest rate “hiking cycle”. What might this mean for markets, and what can we learn from previous hiking cycles?
The US Federal Reserve and the Bank of Japan both made headlines over their recent moves to lift official cash rates, leaving experts to wonder what could be next. Investors are wondering if there's a longer hiking cycle to come, especially off the back of the ongoing Middle East conflict. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The US Federal Reserve and the Bank of Japan both made headlines over their recent moves to lift official cash rates, leaving experts to wonder what could be next. Investors are wondering if there's a longer hiking cycle to come, especially off the back of the ongoing Middle East conflict. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Global bond markets finally found some relief last week after the US Federal Reserve raised interest rates, helping restore confidence that central banks are serious about bringing inflation under control. But with oil prices still high and inflation risks lingering, the pressure hasn’t disappeared.Michael Thompson speaks with economist Stephen Koukoulas about why the Fed’s move calmed bond markets, what it means for the Reserve Bank, and why this week’s Australian labour force figures could complicate the outlook for interest rates. Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Today, are we in for a winter of financial hope or pain?The Bank of England has held interest rates at 3.75% in a move which might come as some relief for mortgage holders. However the Bank's governor has warned about high energy costs coming down the line. The move comes in contrast to the US Federal Reserve increased interest rates for the first time in more than three years. So what does this say about the UK economy? And, for the impact on the cost of living in Winter?Adam, Chris and Faisal are joined by Stephanie Flanders, head of Economics and Government at Bloomberg. 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://bbc.in/newscastdiscordGet 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://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Anna Harris with Joe Wilkinson. The social producer was Gabriel Purcell-Davis. The technical producer was Michael Regaard. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.
After the US Federal Reserve committed to the first interest rate rise in three years, Sean Farrington speaks to a former economist at the central bank, then looks ahead to the Bank of England's decision later on Thursday.And on Friday, a new album of unreleased recordings from David Bowie's early career will be available to stream. We hear from the rock star's contemporaries about what unearthed music can do for an artist's legacy.
For the first time since 2023, the US Federal Reserve board has voted to raise interest rates. The Fed also flagged further increases in borrowing costs in coming months, with new US central bank chief Kevin Warsh joining a unanimous decision that effectively acknowledges the Trump administration's inability so far to control inflation. While President Donald Trump had promised to lower prices on his watch, the combined impact of his global import tariffs, an energy shock following the start of the US-Israeli war with Iran, and capital spending from the artificial intelligence boom has kept price pressures intense enough that the Fed felt it needed to raise its benchmark overnight interest rate by a quarter of a percentage point, putting it into the 3.75-to-four-per-cent range. Economist Jill Cetina of the Texas A&M University Mays Business School explains this unanimous decision and the impact it can have on the economy.
The US Federal Reserve lifted rates to tackle inflation, so who is next?SBS Finance Editor Ricardo Gonçalves speaks with Harry Murphy Cruise from Oxford Economics and Angus Geddes from Fat Prophets about the US Federal Reserve's decision to lift interest.
The US central bank raised its benchmark rate by .25 percent, with new Fed Chair Kevin Warsh defying President Donald Trump's desire for lower rates. Consumer banks and bond markets react. Also, OpenAI reveals new incidents of AI misconduct as fears grow that the technology could escape human control.
The 23rd China-ASEAN Expo is underway in Nanning, featuring an artificial intelligence marketplace boasting over 500 consumer AI products, alongside the first ever ASEAN demand zone (01:10). Fighting intensifies in Yemen, with Saudi airstrikes targeting three provinces and Houthi forces downing a Saudi jet (19:49). The US Federal Reserve has raised its target federal funds rate by 25 basis points to 3.75 to 4 percent, its first rate hike since July 2023 (37:23).
①Iran's foreign minister has made a trip to Beijing. What support can China give for restarting negotiations over the Iran conflict? (00:55) ②The US Federal Reserve has raised interest rates for the first time in more than three years in a renewed fight against inflation. We explore the uncertainties on long-term US inflation. (15:27) ③How has the recent BRICS summit injected fresh momentum into Global South cooperation? (24:00) ④We talk to a senior APEC official on how APEC economies can support young entrepreneurs. (33:27) ⑤What is fundamentally causing the Middle East war to extend into Yemen? (43:10)
Home Affairs Minister Tony Burke unveiled the government’s plan to reduce net overseas migration to 75,000 people per year in a speech at the National Press Club on Thursday. Plus, the US interest rates are raised for the first time in three years and Route 666 roars towards its 100th anniversary. Read more: Students and backpackers targeted in Labor’s migration plan US Fed chairman Kevin Warsh puts inflation first with US rate hike America’s legendary Route 66 roars back to life ahead of 100th anniversarySee omnystudio.com/listener for privacy information.
The US Central Bank has raised interest rates for the first time in three years. It's moving from a range of 3.5 to 3.75 percent, to 3.75 to 4 percent. Sam Dickie from Fisher Funds unpacked the market reactions - and offered a theory on why things stayed calm. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The US Federal Reserve raised interest rates by 25 basis points to 3.75%-4.00%, its first hike in three years. The accompanying projections and comments from Fed Chair Kevin Warsh signalled a hawkish tilt. Markets responded by raising expectations for another rate hike by year-end, lifting the USD and short-term Treasury yields, while gold held up well. Equities weakened overall, although losses were relatively modest outside the Dow Jones. Norbert Rücker, Head of Economics and Next Generation Research, discusses high oil, but even higher, diesel prices and why political interference is unlikely to derail the energy transition. Fixed income strategist, Afonso Borges, notes that bond markets have taken the Fed's communication mostly positively.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:47) - Markets wrap-up: Mike Rauber, Product & Investment Content (05:40) - Energy markets update: Norbert Rücker, Head of Economics & Next Generation Research (10:35) - Fixed income update: Afonso Borges, Fixed Income Research (13:43) - 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.
In this episode of Trending Middle East, US President Donald Trump is expected to meet Gulf leaders in New York next week during the UN General Assembly to discuss a postwar strategy for Iran, Axios has reported. The UAE Central Bank has raised interest rates after the US Federal Reserve increased its rates by 25 basis points in response to geopolitical developments. The move is intended to help control inflation by reducing spending, but makes borrowing more expensive. The Houthis are experimenting with new weapons, including so-called “loitering torpedoes” that could extend their ability to attack ships, according to new findings by Conflict Armament Research. Security chiefs in Iran accused of violent crimes during a 2022 crackdown on women's rights protests continue to consolidate their power and rise through the ranks, Amnesty International says in a new report. And Dubai has approved a new 12-lane motorway that will eventually connect Sharjah and Abu Dhabi through the emirate in an effort to ease congestion. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
Indian benchmarks delivered resilient trade today, rising 0.23% to 23,271 despite the US Federal Reserve executing its first rate hike in over three years. While the Fed's dot plot projected another 25 bps hike by year-end, domestic structural tailwinds took center stage as CDIL's Mohali ATMP and Suchi Semicon's Gujarat OSAT facilities commenced commercial production. Join tonight's wrap-up for an institutional breakdown of upcoming market levels.
Indian benchmarks delivered resilient trade today, rising 0.23% to 23,271 despite the US Federal Reserve executing its first rate hike in over three years. While the Fed's dot plot projected another 25 bps hike by year-end, domestic structural tailwinds took center stage as CDIL's Mohali ATMP and Suchi Semicon's Gujarat OSAT facilities commenced commercial production. Join tonight's wrap-up for an institutional breakdown of upcoming market levels.
Indian benchmarks delivered resilient trade today, rising 0.23% to 23,271 despite the US Federal Reserve executing its first rate hike in over three years. While the Fed's dot plot projected another 25 bps hike by year-end, domestic structural tailwinds took center stage as CDIL's Mohali ATMP and Suchi Semicon's Gujarat OSAT facilities commenced commercial production. Join tonight's wrap-up for an institutional breakdown of upcoming market levels.
The US Central Bank has raised interest rates for the first time in three years. It's moving from a range of 3.5 to 3.75 percent, to 3.75 to 4 percent. Sam Dickie from Fisher Funds unpacked the market reactions - and offered a theory on why things stayed calm. LISTEN ABOVESee omnystudio.com/listener for privacy information.
It looks like Donald Trump's pick to head the US federal reserve isn't following orders.The man hand-selected by the US President has decided to do the exact opposite of what Mr Trump has been asking.Chairman Kevin Warsh has announced an interest rate hike for the world's largest economy.The President is not happy and has reiterated his calls for interest rates to be lowered.So why has the Fed made a very different decision?
Tony Burke announces Labor’s plans to cut immigration, the US Federal Reserve raises interest rates for the first time in over three years. Plus, lobby groups representing farmers and the tourism sector hit back at Labor’s immigration reforms.See omnystudio.com/listener for privacy information.
The US Federal Reserve lifted rates to tackle inflation, so who is next?SBS Finance Editor Ricardo Gonçalves speaks with Harry Murphy Cruise from Oxford Economics and Angus Geddes from Fat Prophets about the US Federal Reserve's decision to lift interest.
"And the dollar only has value if people believe it has value." This episode breaks down why central banks around the world now hold more gold than US Treasuries for the first time in modern history, and what it signals about global trust in the dollar. He covers France pulling its physical gold out of the US Federal Reserve, talk of Germany doing the same, and Hong Kong's new system for buying gold in Chinese yuan instead of dollars. Jaspreet Singh traces this shift back to the US leaving the gold standard in 1971, the inflation crisis that followed, and the rise of the petrodollar, then compares it to what is happening today as national debt has climbed from about 55% of GDP in 2000 to roughly 125% now. He also explains how the US freezing Russian assets after the invasion of Ukraine pushed other countries to reconsider holding their wealth in dollars, and what this all means for how investors might position their money. In this episode, you'll learn: How the world's reserve asset mix has shifted between gold, US Treasuries, the dollar, and the euro since 1971 Why France pulled its physical gold from the US Federal Reserve and why Germany may be considering the same How the US freezing Russian assets after the Ukraine invasion pushed other countries to diversify away from the dollar The history of the petrodollar and how Hong Kong's new yuan based gold settlement system chips away at dollar dominance Why gold pays no interest yet is gaining favor again after decades of Treasuries being the preferred reserve asset Why US debt has grown from about 55% of GDP in 2000 to roughly 125% today Vladimir Putin's comments on how freezing dollar assets undermines global trust in the currency Two ways to think about positioning investments: debasement assets like gold, silver, and Bitcoin versus owning US economic growth through the S&P 500 Keywords: reserve currency, gold, US Treasuries, dollar debasement, national debt, petrodollar, debt to GDP, central banks, Bitcoin, investing ✅ Register for my investing Workshop & get Market Briefs as a bonus: Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------
The US Federal Reserve risking Donald Trump's ire by raising interest rates for the first time in three years.
The US Federal Reserve risking Donald Trump's ire by raising interest rates for the first time in three years.
The US Federal Reserve has raised interest rates for the first time in more than three years in a renewed fight against inflation. Officials voted to raise their benchmark lending rate by a quarter point to a range of 3.75-4 percent.
The US Federal Reserve has raised its key interest rates for the first time in three years, as it seeks to bring down high inflation. The policy decision sets up a potential confrontation between Chairman Kevin Warsh and President Donald Trump, who has repeatedly called on the central bank to cut interest rates. Also in this segment: France extends fuel subsidies as fishermen's protests gather momentum, and Hong Kong seeks to fall in line with Beijing's economic vision.
The US Federal Reserve raised interest rates by 25 basis points overnight, with signals of at least one more hike this year sending Wall Street mostly lower. The ASX is poised to follow with a sharp fall at the open, while oil prices retreated on easing concerns about Middle East supply disruptions. Plus, why some investors are starting to see better value in Australian bonds compared with shares. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
David Shapiro of Otto1890 discusses the US Federal Reserve's upcoming rate decision, China-US tensions over AI and the recovery in global equity markets, supported by strong US corporate earnings. He also looks at commodity prices and Pan African Resources' annual results. SAfm Market Update - Podcasts and live stream
Markets are bracing for tomorrow morning's interest rates decision by the US Federal Reserve, Bitcoin prices plunge after a crypto regulations bill in the United States failed to receive enough votes in the Senate. Plus, Rob Bishop joins the program.See omnystudio.com/listener for privacy information.
The Australian share market fell sharply on Tuesday, tracking weakness across materials and financials as investors awaited major central bank decisions. China's soft domestic demand data pressured commodity stocks, while global bond yields reached multi-year highs. Key catalysts ahead include the US Federal Reserve decision and RBA rate call later this month. Laura Besarati is a Market Analysts at CommSec. Each episode, she breaks down the day's market movements and explains what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
The Australian sharemarket is on edge ahead of what could be one of the biggest market-moving events of the year: the US Federal Reserve's interest rate decision. Host Ricardo Gonçalves speaks with Armina Rosenberg from Minotaur Capital about why expectations for US rates are shifting, what sticky inflation means for markets, and how investors are positioning themselves. The conversation also explores the rapid rise of artificial intelligence and its impact on investment opportunities.
The Australian sharemarket is on edge ahead of what could be one of the biggest market-moving events of the year: the US Federal Reserve's interest rate decision. Host Ricardo Gonçalves speaks with Armina Rosenberg from Minotaur Capital about why expectations for US rates are shifting, what sticky inflation means for markets, and how investors are positioning themselves. The conversation also explores the rapid rise of artificial intelligence and its impact on investment opportunities.
A big week for central banks is underway, with markets increasingly expecting the US Federal Reserve to raise interest rates after the latest inflation figures. Wall Street still finished higher on Friday as oil prices retreated, while the ASX is poised for a slightly stronger open. Plus, a closer look at where Australian government spending increased over the past financial year. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
The US Federal Reserve appointed a new chair earlier this year. Kevin Warsh replaced Jerome Powell, who had been under constant fire from the Trump administration. For many, Warsh's appointment represented a turn towards the overt politicization of monetary policy. Is the age of central bank independence coming to an end? And is it something that the Left should mourn or celebrate? Martijn Konings, professor of political economy at the University of Sydney and author of The Bailout State: Why Governments Rescue Banks, Not People, joins Long Reads to discuss the state of central banking. Long Reads is a Jacobin podcast looking in-depth at political topics and thinkers, both contemporary and historical, with the magazine's writers. Hosted by features editor Daniel Finn. Produced by Conor Gillies with music by Knxwledge.
This week's briefing covers three things landing in the same week that construction leaders need to understand before they plan anything for the rest of the year.First, interest rates. The European Central Bank raised rates for the second time this year on the tenth of September, to two and a half percent, with markets now pricing more than three further rises over the next twelve months. The US Federal Reserve decides on Wednesday the sixteenth, with traders putting the chance of a rise at around seventy percent. The Bank of England decides the day after, and is expected to hold at three point seven five percent. A hold is not a cut. The scheme that only works if rates come down is still waiting. And the thing pushing rates up, energy, is the same thing pushing material costs up. Construction takes the cause and the cure at the same time.Then the numbers. UK construction has now shrunk for twenty consecutive months, with housing falling to its weakest reading in August. Eurozone construction has contracted for fifty two months in a row, with France posting its steepest fall since lockdown. In the US, the chief economist at Associated Builders and Contractors said the increase in non-residential spending in July was entirely due to data centres. Take them out and non-residential is at its lowest since September 2023. One type of building is holding up the entire market on both sides of the Atlantic.Then OpenAI released a model called Astra on the third of September. In the launch demos it opened a 3D modelling tool, built a house, and exported it into a game engine you could walk around in. It rebuilt the Palace of Fine Arts in San Francisco overnight from old drawings and photographs. A post on LinkedIn this week asked the question nobody has a clean answer to yet. If the model can produce the design, what is the architect for? The comments split five ways, and none of them are comfortable.Drop your answers to this week's questions in the comments of this week's LinkedIn post.
Calum is officially back in the studio with Pav following his two-month fitness retreat in Bali, stepping right into a week filled with major market developments and shifting on-chain trends! Cal and Pav jump straight into analyzing on-chain metrics after $9 billion in unrealised gains unlocked across new Bitcoin whale wallets. They unpack how a new meta on Robinhood Chain is allowing traders to earn daily stock dividends like Apple and Tesla equity simply by holding meme coins, while exploring why privacy tokens like ZCash and Dash are surging up to 2,200% following recent SEC regulatory updates. Plus, Calum and Pav look under the hood at the $3.5B spot Bitcoin ETF monthly inflows and share their game plan for managing portfolio risk ahead of upcoming US Federal Reserve interest rate announcements. You'll hear: 00:00 Cal returns from Bali and shares his time stepping away from charts. 02:33 Analysing $3.5B spot ETF monthly inflows and sub-60K cycle targets. 05:37 How meme coins are paying holders daily payouts in Apple stock and tokenised gold. 10:16 Why ZCash and Dash are surging up to 2,200% after regulatory clearance and Grayscale ETF launches. 16:14 $9 Billion Whale Profit Risk: The On-chain data reveals record unrealised gains and potential sell-side pressure. 18:48 Upcoming US central bank decisions and preparing your portfolio for market volatility. … and much more! Want to see what we're looking at every episode? Watch the YouTube version of the podcast here. Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify: https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto If you can't wait to learn more, check out these blogs from our friends over at Swyftx. This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.
Kea Nonyana of PrimeXBT discusses rising energy costs, the US Federal Reserve's policy shift, the tech bubble and the JSE sell-off. He also looks at the stronger rand, Brent crude's rise, a 10 million-barrel shortfall spooking the market, risks surrounding the Strait of Hormuz, as well as gold hitting a three-month high. SAfm Market Update - Podcasts and live stream
The head of the US Federal Reserve, Kevin Warsh, says policymakers "have work to do" if they are not confident cost-of-living pressures are easing for Americans.Policy makers from 10 nations neighbouring the Baltic Sea have been meeting today to discuss hybrid attacks on their countries. Earlier this month Leipzig Airport in Germany was shut after drones targeted planes.And a group of more than 80 performers have written to the British Prime Minister urging his government to take action over companies using Artificial Intelligence to clone their voices.
US Federal Reserve chair Kevin Warsh will seek to soothe investors' nerves at this week's Jackson Hole symposium, Andy Burnham is headed to Ukraine for his first overseas trip as Britain's prime minister, and Saudi Arabia held talks with London brokers for a state-backed war insurance scheme. Plus, we take a deep dive into an investment giant that's slowly unravelling, and Canada's prime minister says the country is “at war” with the US over trade. Mentioned in this podcast:Warsh seeks to soothe investors' nerves as signs of economic strain mountBurnham to pledge support for long-range missile construction in UkraineMark Walter's unravelling empire tests the insurance trade behind private credit's riseMark Carney says Canada ‘at war' with US over tradeWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Support this week from Kelly Garry. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. 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.
The US Federal Reserve finds itself in a difficult position. The US economy has been shedding jobs, and wage growth is soft. At the same time, says Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, government debt continues to grind higher while inflation remains elevated, mainly the result of higher energy prices – meaning there's a chance of rates being hiked in the coming months. Investec Focus Radio SA
Meta and Microsoft reported quarterly earnings as investors raised concerns about AI spending, and the US Federal Reserve held interest rates steady. The Bank of Japan is also expected to leave rates unchanged at its meeting on Friday, and UK oil and gas companies are looking away from the North Sea in favour of foreign investment opportunities.Mentioned in this podcast:Microsoft's cloud business boosts sales as AI investment climbs to $41bnMeta shares drop on falling profits and weak sales forecastUS central bank holds rates steady even as Iran war threatens fresh jolt of inflationUK North Sea oil companies look overseas for growthInvestors warn Bank of Japan faces test to inflation-fighting credibilityListen to Unhedged on Apple Podcasts, Pocket Casts or Spotify.Credit: Federal ReserveSave 10% on tickets with the code FTPodcast. Visit ft.com/festival to find out more.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. 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.
We'll hear reaction from the world of football as Fifa offers federations $40 million each to rubberstamp its plan to sell some of its commercial rights. As FIFA sends a letter to football associations explaining the plan and giving them a deadline of mid-September to agreeAlso, we find out the bizarre story of why eBay had to pay one couple $56 million after a campaign of harassment.And why Cuba has moved to open crisis-ravaged parts of its state-run economy to private firms.Elsewhere we get the latest from the US Federal Reserve which held rates despite rising inflation.PHOTO CREDIT: Reuters
Head to http://factormeals.com/kindafunny50off and use code kindafunny50off to get 50 percent off and free daily greens per box, with new subscription only, while supplies last until 09/27/2026. (See website for more details).Head over to http://patreon.com/kindafunny this month to grab a membership and receive exclusive content and ad-free episodes! Thank you for the support! Run of Show - 00:00:00 - Start00:08:19 - Assassin's Creed Devs Celebrate Black Flag Remake Launch With Layoffs00:20:31 - Ads00:22:43 - Xbox CEO Asha Sharma named as adviser to US Federal Reserve on ‘Jobs and Productivity'00:41:40 - John Carmack Responds to the id Layoffs… poorly00:49:12 - Bethesda Union Plans Protest For Next Week00:52:28 - Layoffs Hit GameSpot Again01:01:14 - Wee News!01:04:05 - SuperChats & You‘re Wrong Learn more about your ad choices. Visit megaphone.fm/adchoices