Podcasts about us gdp

Sarah Coles and Emma Wall unpick the forces shaping global markets, focusing on tech stocks and the impact of AI on the US economy. They discuss warnings from Andrew Bailey and the IMF about stretched valuations and what this could mean for investors.They also cover strong US GDP revisions, the Federal Reserve's next moves, and what is happening to gold prices. Plus, they look at the ongoing US government shutdown and its potential impact on markets.This podcast isn't personal advice. If you're unsure what's right for you, seek financial advice. Investments can go up and down in value, so you could get back less than you invest. Past performance is not a guide to the future. Hosted on Acast. See acast.com/privacy for more information.

The US economy depends more and more on enormous bubbles in the stock market and AI. The 10% of richest Americans drive half of all spending, while the real economy in many states is in recession. If the bubble pops, it could cause a severe crisis. Political economist Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=rXCVrLPTUHQ Topics 0:00 Economy divided between rich & everyone else 1:36 Many US states already in recession 3:11 Biggest stock market bubble in history 5:31 90% of stocks owned by 10% richest Americans 7:23 Magnificent Seven (Mag7) Big Tech stocks 9:07 Ten Titans Big Tech stocks 9:58 AI bubble 11:46 (CLIP) Jeff Bezos: AI is in "good bubble" 13:26 95% of AI pilot programs fail 13:55 Investors keep buying overvalued stocks 15:12 Markets can remain irrational 15:26 Irrational exuberance 15:50 Dot-com bubble 16:28 US share of global stock markets 17:28 US vs Chinese tech company revenue 18:24 Tesla vs global automotive industry 20:49 Top 10 US stocks: 16% global market cap 21:07 Recession 22:23 Stagflation 23:04 AI capex contribution to US GDP growth 25:07 AI is eating the economy 26:01 AI drives up electricity bills 26:50 Trump shuts down renewable energy 27:42 AI adds more to GDP than shopping 28:49 US job growth collapses 32:13 Bifurcated economy 33:01 Outro

 Today's show discusses the Four financial bubbles now growing same time: Gold prices doubled last18 months. Bitcoin up 160%+. S&P, Dow, Nasdaq stock markets up more than 50%. What's driving it? AI, US sanctions, -10% fall of the US dollar, and global economic slowdown. Show explains AI boom and stocks surge due to speculative investing in just 7 largest Tech corps. AI boom now 17X larger than 2000 Internet boom. AI responsible for 80% of stock markets surge. Tech investment 90% of 2025 first half US GDP. Take away AI and US economy, first half 2025 GDP grows only 0.1%.  When will any of the four bubbles burst? Will any one take down the other three?

Ralph welcomes Andy Shallal of Busboys and Poets to discuss his new memoir, “A Seat at the Table: The Making of Busboys and Poets.” Then, Ralph speaks to business consultant and activist Bennett Freeman about why Big Business isn't standing up to the Trump Administration.Andy Shallal is an activist, artist and social entrepreneur. Mr. Shallal is the founder and proprietor of Busboys and Poets restaurants in the Washington, D.C. area, which feature prominent speakers, poets and authors and provide a venue for social and political activism. He is also co-founder of The Peace Cafe and a member of the board of trustees for The Institute for Policy Studies. He is the author of the new book A Seat at the Table: The Making of Busboys and Poets.I've called Andy Shallal “democracy's restaurateur”, and he really fits the bill.Ralph NaderActivism is the best antidote to depression. It's really hard to be able to sit back—and especially now with social media and everything else that's right at your fingertips, to be able to watch the little babies being snipered and their limbs being chopped up. And it just feels so, so horrific. And the only way you can really be able to make sense of it—if there's any way to make sense of it—is to continue to fight for a better world.Andy ShallalSince, of course, October 7th opened up a whole new thing for activists and really exposed in a very stark way the myth of “Western civilization,” the idea of how obvious the lies and the deceit that's been happening, and the power of the military industrial complex that we've been warned about over the years I think [a new understanding is] taking shape right now, and we're starting to understand it more and more. And as I think we are trying to free Gaza and free Palestine, at the same time I think Gaza and Palestine are freeing us to be able to understand our system better.Andy ShallalOne of the things that I find is necessary for movements to be sustained is to have joy. You've got to have opportunities for joy. You got to have opportunities for people to actually have fun together, really feel like they're part of a community. Because a lot of times, the work we do isn't—well, it's soul-sucking work, you know, and you need to have those opportunities to be able to refuel and re-energize.Andy ShallalBennett Freeman is principal of Bennett Freeman Associates, where he advises multinational corporations, international institutions, and NGOs on policy and strategy related to human rights and labour rights. Mr. Freeman was founding chair of the advisory board for Global Witness (an investigative, campaigning organisation that challenges the power of climate-wrecking companies). He was also founding trustee of the Institute for Human Rights and Business, co-founder of the Corporate Human Rights Benchmark, and co-founder of the Global Network Initiative. He served on the governing board of the Natural Resource Governance Institute, as well as the board of Oxfam America. Mr. Freeman was the lead author of “Shared Space Under Pressure: Business Support for Civic Freedoms and Human Rights Defenders.”[Ralph,] you correctly characterize the silence and obeisance of much of corporate America (not least the tech CEOs) so far this year. I would use another pair of words as well to characterize their stance, which I think during the campaign last year in 2024 was: complacency, [and] I think the complacency now has become complicity in a dramatic, historic, democratic backsliding in the United States with the erosion of rule of law and our constitutional democracy.Bennett FreemanAt the end of the day, I'm much more interested in democratic governance based on rule of law and fair elections than I am in what corporate America has to say. But they have a stake now. And I think that those of us who have tried to promote corporate responsibility (and in Ralph's case and many others, to impose corporate accountability) have to continue this work. And we've got to engage corporate America without illusions, but with still aspirations to try to get them back to support—in a nonpartisan or bipartisan way—the fundamentals of what our country is supposed to be about.Bennett FreemanNews 10/10/25* Two polls came out this past week which reveal key data points about Americans' views on Israel. First, a Washington Post poll of American Jews, published October 6th and covering September 2-9th, shows that 61% say Israel has committed “war crimes against Palestinians in Gaza.” This nearly two-thirds majority should put the lie to the canard that American Jews monolithically support Israel's actions in Gaza. They don't. Furthermore, 39% say Israel has committed “Genocide against Palestinians in Gaza.” Some contend these numbers might be higher if the question was worded slightly differently, for example asking in the present tense whether Israel is committing genocide, rather than in the past tense. Regardless, while this result is slightly less than a majority, it certainly proves that a substantial share of American Jews do believe that Isreal is guilty of the crime of genocide. Astute politicians should take note.* Another survey that shrewd pols should consider is the Institute for Middle East Understanding Policy Project (IMEU) poll released October 3rd. In this poll, 43% of respondents identified “U.S. foreign policy and relations with Israel” as an issue that will play a role in their 2026 Democratic primary vote. As for more ambitious Democrats, 71% said they would be more likely to vote for “A candidate for president who voted to withhold weapons to Israel,” compared to just 10% who said the same about “A candidate who voted against withholding weapons to Israel.” The numbers are cut and dried.* Last week, CBS confirmed that Israeli Prime Minister Netanyahu “directly approved military operations on two vessels,” in the Global Sumud Flotilla carrying aid to Gaza. According to this report, Netanyahu ordered Israeli forces to “[launch] drones from a submarine and [drop] incendiary devices onto the boats that were moored outside the Tunisian port of Sidi Bou Said.” As this report notes, “Under international humanitarian law and the law of armed conflict, the use of incendiary weapons against a civilian population or civilian objects is prohibited in all circumstances.” Put simply, this attack amounted to a war crime. In a statement, the Global Sumud Flotilla wrote “Confirmation of Israeli involvement…simply lay[s] bare a pattern of arrogance and impunity so grotesque that it cannot escape eventual reckoning.” The flotilla was intercepted off the coast of Gaza last week and over 400 activists were detained in Israeli custody. Many have alleged mistreatment, with Turkish activist Ersin Çelik claiming guards “dragged [Greta Thunberg] by her hair before our eyes, beat her, and forced her to kiss the Israeli flag.”* Unfortunately, this is the last news critical of Israel we can expect to see from CBS for a long time. On October 6th, CNN reported that Paramount will officially acquire The Free Press for $150 million and appoint its founder, Bari Weiss, the editor-in-chief of CBS News. This position was created specifically for Weiss. According to Paramount, in this role, Weiss will “shape editorial priorities, champion core values across platforms, and lead innovation in how the organization reports and delivers the news.” In an interview with Democracy Now!, journalist David Klion of the Nation and Jewish Currents, said Weiss, “has presented herself as a champion of free speech…But in reality, she has a 20-year history of suppressing speech that she finds objectionable, especially when it's speech championing the rights of Palestinians and criticizing the state of Israel.”* Meanwhile in Mexico, President Claudia Sheinbaum called for the immediate repatriation of the six Mexican nationals among the Gaza aid flotilla participants following their detention by Israeli forces, per Mexico News Daily. Following a speech by the Mexican president, the foreign ministry wrote that Mexican Embassy officials had gone to Ashdod, where the activists were being held, to “directly verify the conditions on the ground, request consular access, and ensure that … [the] safety and integrity [of the Mexicans] is respected, in accordance with applicable international law.” Notably, President Trump has made no such moves to publicly demand the return of, or even lawful treatment of, the Americans on board these vessels. Perhaps this is a contributing factor to Sheinbaum's stunning 78% approval in a recent El País poll, which shows her not just overwhelmingly popular among her own party's base but even among those registered to competing parties. According to this poll, 73% of PAN members, 72% of PRI members, 70% of MC members, and 59% of voters with no party preference approve of her performance in office. These numbers are frankly unimaginable in America, but so are the achievements Sheinbaum has delivered in her short time in power.* Turning to Congress, Representatives Mark Pocan, Pramila Jayapal and Jared Huffman have authored a letter expressing “grave concerns,” regarding President Trump's executive order designating “Antifa” as a Domestic Terrorist Organization, calling for the order and accompanying memorandum, known as NSPM-7 to be “immediately rescinded,” according to the related press release. In the letter, the members warn “the sweeping language and broad authority in these directives pose serious constitutional, statutory, and civil liberties risks, especially if used to target political dissent, protest, or ideological speech.” The members also note that the memo “characterizes ‘anti-capitalism' as a hallmark of violent behavior without explaining the term…[allowing] officials to potentially treat Americans as domestic terrorists for something as routine as organizing a local boycott or operating an employee-owned business.” Perhaps most critically, they write “These actions are illegal, and…We stand ready to take legislative action should you fail,” to rescind the order.* In St. Louis, former Congresswoman Cori Bush is running to take back her seat. Bush, who came to prominence as an activist during the 2014 Ferguson protests and eventually primaried 10-term incumbent Congressman Lacy Clay, was ousted in a close 2024 primary by prosecutor Wesley Bell. According to POLITICO, Bell received $8 million dollars from AIPAC during that campaign; the pro-Israel PAC had identified Bush, along with former Congressman Jamaal Bowman, as key targets because of their pro-Palestine positions.* Of course, for the time being, Congressional deadlock is keeping the federal government in a shutdown. One symptom of this shutdown surfaced in Los Angeles this week, when dozens of flights into and out of Hollywood Burbank Airport were delayed or canceled because its air traffic control tower was temporarily unstaffed, the LA Times reports. Staffing shortages also caused delays at Newark Liberty International Airport, Denver International Airport and Harry Reid International Airport in Las Vegas. This report added that the Federal Aviation Administration “warned of more disruption at airports due to staff shortages as a result of the government shutdown.” Nick Daniels, president of the National Air Traffic Controllers Association, said in a joint press conference with Transportation Secretary Sean Duffy, “We need to bring this shutdown to a close, so that the [FAA] and the committed aviation safety professionals can put this distraction behind us and completely focus on their vital work…We do not have the luxury of time.”* More troubling signs are emerging in the economy as well. For months now, analysts have warned that the U.S. is not just on the brink of a recession, but rather already in one – it is just being masked by the massive speculative bubble of AI. Back in August, Axios reported that “excitement over artificial intelligence…is clouding recessionary signals in more cyclical corners of the market,” citing longer lengths of unemployment and slower hiring. Now, the AI bubble is reaching epic proportions. According to the Financial Times, “AI spending by companies now accounts for a 40 per cent share of US GDP growth this year,” while the Financial Post reports AI companies have accounted for 80 per cent of the gains in U.S. stocks so far in 2025. Given the market's reliance on AI speculation, the economic damage if that bubble bursts whilst the economy is on such unstable footing could be catastrophic.* Finally, for some good news, a new California law is aiming to regulate the noise level of advertisements on streaming services. The Guardian reports the new legislation, signed by Governor Gavin Newsom, “forces the powerful streaming platforms to comply with existing regulations that have barred television broadcasters from bombarding the eardrums of viewers with overly loud commercials since 2010.” According to this story, the bill was sponsored by State Senator Tom Umberg, whose newborn child was consistently awoken by overloud ads. As the Guardian notes, “Since so many of the streaming platforms are based in California, the new state bill could set a national standard and lower volumes across the country.” Rest assured industry will strike back at this law somehow, but it remains to be seen how they will argue for their right to blast ads at consumers at outrageous volumes.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

Experts are warning the AI bubble, which is four times larger than the 2008 mortgage crisis and accounts for 40% of US GDP, could take down the whole American economy.FOLLOW US!Telegram: t.me/FiveInTenX: @WatchSkyWatchTV | @Five_In_TenYouTube: @SkyWatchTelevision | @SimplyHIS | @FiveInTenRumble: @SkyWatchTVFacebook: @SkyWatchTV | @SimplyHIS | @EdensEssentialsInstagram: @SkyWatchTV | @SimplyHisShow | @EdensEssentialsUSATikTok: @SkyWatchTV | @SimplyHisShow | @EdensEssentialsSkyWatchTV.com | SkyWatchTVStore.com | EdensEssentials.com | WhisperingPoniesRanch.com

Is a reduction in cardboard demand a warning sign of a slowing economy? The simple answer is yes, but it also is one of many indicators we are seeing. Cardboard is used in many items in the economy from pizza boxes to the multiple items you get delivered from online stores. The numbers show that box shipments after reaching record highs during the pandemic are now down to levels not seen since 2016. If you look at a per-person basis, the numbers are pretty staggering, as they are down over 20% from their 1999 peak. Part of this decline could be from companies like Amazon that have reduced cardboard consumption by shipping some items in paper and plastic mailers and potentially even becoming more efficient in their packaging practices, I remember seeing many times a box inside of a box. From what I can tell, I think they no longer do that, which would be a big reduction in cardboard. The price of container board has been on the rise over the years, which can cause users of cardboard to reduce their consumption as the price of corrugated sheets has risen 30% from six years ago to $945 per ton. I would not predict based on this data about cardboard that the economy is heading into a recession, but it is something definitely worth adding to the list to remember!   Will the revenue from AI cover all the debt and expenses it created? AI is definitely part of the future, but has overbuilding surpassed the revenue that it can create? When one steps back and looks at the numbers they are staggering. Over the past three years, major tech firms have committed more funds towards AI data centers than it cost to build the U.S. interstate highway system that took 40 years to build. These numbers are even adjusted for inflation. In the next five years, the AI infrastructure spending will require $2 trillion in annual AI revenue. If you think that's a lot of revenue you are correct. In 2024 the combined revenue of Amazon, Apple, Alphabet, Microsoft, Meta and Nvidia did not hit $2 trillion. It is also five times the amount of money spent globally on subscription software. Consumers have enjoyed the free use of AI, but it appears for businesses paying more than thirty dollars a month per user is the breaking point. AI executives claim the technology could add 10% to the global GDP in the years to come. With that thought they are saying the benefit comes when it can replace a large number of jobs and that the savings would be enough to pay back what they invested. My question is, if you're replacing all these jobs, consumers will have less money to spend and probably won't need or care about AI. There are many history lessons about bubbles that did not pay off because of the over excitement on inventions with such things as canals, electricity and railroads just to name a few. People may remember the excitement over the Internet and the building of tens of millions of miles of fiber optic cables in the ground. The amount spent was the equivalent to about one percent of the US GDP over a half a decade. The justification from the “experts” was that the Internet use was doubling every hundred days. The reality was only about 1/4 of the expectation came to fruition with traffic doubling every year. Most of the fiber cables were useless until about 10 years later thanks to video streaming. A report out of MIT said they found 95% of organizations surveyed are receiving no return on their AI product investments. In another study from the University of Chicago showed that AI chatbots had no significant impact on workers earnings, recorded hours or wages. I still believe AI will be here to stay, but the question is have the expectations gone too far? I think they have!    Finally, some scrutiny on private investments from the SEC! The SEC has an investment advisory committee that was formed back 15 years ago that provides guidance to the regulator. Recently, the committee approved a set of recommendations on how to deal with the private market and protect the less sophisticated investors. The recommendations cover the key problems with private investments for investors, which include how they come up with valuations, how complex they are and that they are not a liquid investment. I thought it was also a wise move that they recommended the SEC demand better disclosures and also who can and cannot invest in private markets. I was very happy to see that they're not just putting across the board if you have a net worth of X amount you can invest in private investments. The recommendation was based on the investor's level of investment sophistication. I'm hoping the SEC comes up with these rules quickly before more people find themselves in a private investment that they cannot get out of and perhaps lose all their money. Today would not be soon enough to pass this legislation. My recommendation is if you're not in any type of private investments, don't go into them! No matter how good your broker makes it sound, remember he or she is likely getting a big fat commission to put your money into these high-risk investments.   Financial Planning: Keeping more of your Home Sale Proceeds Selling your primary residence can result in a substantial profit, but the IRS provides a valuable tax break to help offset that gain. Individuals can exclude up to $250,000 of capital gains ($500,000 for married couples filing jointly) if they've owned and lived in the home for at least two of the past five years. Be careful not to confuse this with selling an investment property, which does not qualify for the primary residence exclusion. Instead, gains from investment property sales may be deferred using a 1031 exchange, where the seller reinvests the proceeds into another investment property. By contrast, with a primary residence sale, you can use the proceeds however you like, and the gain is excluded up to the allowable limit without any reinvestment requirement. Importantly, even if your income exceeds the thresholds for the 3.8% Net Investment Income Tax (NIIT) ,$200,000 for single filers or $250,000 for joint filers, the portion of the gain excluded under this rule is not subject to NIIT. Only any gain above the $250,000/$500,000 exclusion could be subject to the tax. Most states, including California, conform to the federal exclusion, meaning they also will not tax gains up to the $250,000/$500,000 limit. For those expecting taxable gain, timing the sale in a year with lower income can help reduce the capital gains tax rate, since some or all of the gain may fall into the 0% or 15% capital gains brackets. It's also wise to keep records of capital improvements such as remodels, additions, or system upgrades since these increase your cost basis and reduce the taxable portion of any gain. With proper planning, documentation, and a clear understanding of these rules, many homeowners can sell their primary residence while minimizing or even avoiding capital gains tax.   Companies Discussed: AutoZone, Inc. (AZO), Tilray Brands, Inc. (TLRY), Starbucks Corporation (SBUX) & Wynn Resorts, Limited (WYNN)

There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says with a key inflation indicator remaining sticky, this presents challenges for the Fed and the trajectory of interest rates. Investec Focus Radio SA

Lee Hardman, Senior Currency Analyst, and Seiko Kataoka-Fisher, Director from Japanese Customer Sales for EMEA in London, discuss how positive US economic data surprises have been encouraging a stronger USD. Will the divergence between weak US employment growth and stronger US GDP growth continue in the week ahead? 

On today's episode of the Alan Sanders Show, US GDP surges to 3.8% in Q2, signaling economic strength under Trump's policies. James Comey faces federal indictment for lying to Congress and obstructing justice, backed by declassified evidence from Tulsi Gabbard, Kash Patel, and Sen. Chuck Grassley exposing his role in anti-Trump lawfare. Shocking January 6 revelations confirm 275 FBI agents were embedded in the crowd, dwarfing prior reports. Trump's 100% tariffs on Big Pharma, effective October 1, aims to slash drug prices and boost domestic manufacturing. Join me for unfiltered analysis of these seismic shifts shaking Washington and the economy. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR,  TRUTH Social and YouTube by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!

In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss a variety of topics ranging from personal updates to market analysis. They delve into the current state of the economy, the impact of tariffs, and the performance of commodities like gold and copper. The conversation also touches on sports, particularly the upcoming AFL Grand Final, and concludes with predictions and reflections on personal life.TakeawaysSpring is a time of renewal and excitement.The S&P 500 had a relatively stable week despite fluctuations.US GDP growth exceeded expectations, indicating consumer strength.Tariffs are a significant factor in the current economic landscape.Gold and silver are experiencing substantial price increases.Copper is becoming increasingly important in the market.The oil market is stabilizing around current price levels.The upcoming AFL Grand Final is generating excitement.Personal updates reflect the busy lives of the hosts.The podcast blends investment insights with personal anecdotes.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Singapore shares were little moved as most Asian markets traded lower today. The Straits Times Index was 0.04% in the green at 4,275.62 points at 2.39pm Singapore time, with a value turnover of S$791.57M seen in the broader market. In terms of counters to watch, we have Singapore Post. The postal service provider said yesterday that it has named Mark Chong as its group chief executive officer, with his appointment effective Nov 1. Elsewhere, from how Singapore factory output decreased 7.8 per cent year on year in August, missing expectations, to US President Donald Trump’s new tariffs on pharmaceuticals, trucks and furniture – more economic headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the key developments to watch for the day.See omnystudio.com/listener for privacy information.

The US GDP growth was revised upward, indicating surprising resilience, while a new report highlighted global debt reaching a record high. Oil prices experienced a pullback, offering some relief to investors. Meanwhile, the RBI's bulletin presented a positive outlook for the Indian economy, driven by strong domestic factors. Major corporate news included Reliance's massive ₹40,000 Cr food park MoU and a significant ₹62,370 Cr jet deal for HAL, reinforcing confidence in the Indian market. Additionally, a new ₹42,000 Cr nuclear project by NTPC and NPCIL was announced. The day concluded with a "Believe it or not!" segment.#stockmarketnews #indianstockmarket #usgdp #globaldebt #oilprices #rbi #reliance #HAL #ntpc #investing #stockmarketindia 00:00 Start00:11 US GDP Growth Revised Up03:22 Global Debt Record High05:36 Oil Prices Pull Back07:06 RBI Bulletin: Positive Outlook09:22 Reliance ₹40,000 Cr Food MoU10:49 HAL Wins ₹62,370 Cr Jet Deal12:24 NTPC-NPCIL Nuclear Project13:32 Believe it or not!

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour looking at the latest data on jobs and US GDP - before diving into what it all means for stocks with Piper Sandler's Chief Investment Strategist. Plus: the earnings names you need to know... Accenture CEO Julie Sweet joined the team to breakdown new numbers from her company, while one housing analyst joined Post 9 with his housing playbook following results out of KB Home.  Also in focus: hear the latest reporting around a possible Tiktok deal today - and breaking news during the hour - a recap of the new Supreme Court amicus brief in support of Fed Governor Lisa Cook from every living former Fed Chair, many former Treasury Secretaries & even CEA chairs.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Wall Street recorded a third consecutive day of losses as markets digested mixed economic data, with initial jobless claims rising by 14,000 to 218,000 while other data showed the US economy grew faster than previously estimated in Q2. S&P 500 down 0.5%, Nasdaq fell 0.5%. Dow dropped at open, recovered, and from 11am oversaw a choppy session downward. Closed near middle of range, down 174 points. Primarily negative sector performance. Healthcare, Cyclicals, Utilities and Materials, all recorded losses of over 1.0%. At the opposite end, Energy was once again the biggest gainer, third consecutive day, Russia limited fuel exports and Q2 US GDP revised up. Financials also made modest gains.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news that currency markets, bond markets and equity markets all react to unexpectedly 'strong' US data releases overnight, much of it sceptical. In fact we are getting rising risk aversion questioning its believability.US initial jobless claims came in last week at just over 180,000, and less than expected, and less than seasonal factors would have indicated. There are now 1.728 mln people on these benefits, but still +100,000 more than at the same time last year.And new orders for manufactured durable goods rose marginally in August from July, following two consecutive monthly decreases. That puts them a good +5.4% higher than year-ago levels. But non-defence, non-aircraft capital goods orders were low in the month, up just +1.6% from a year ago and it seems clear boardrooms are not enthusiastic investors at this point.This data is far more positive than the regional Fed factory survey are picking up, so we will need to wait before we conclude reshoring is actually happening.The September factory survey from the Kansas City Fed described only very modest changes in factories in their region. Order backlogs reduced as did new orders for export.In fact, US exports fell -1.4% in August in updated trade data, while imports fell -5.6%. That narrowed their trade deficit but only to the level it was in June, and not materially different to August a year ago. So it is hard to see much 'progress' here in shrinking this.But, the final US GDP result for the June quarter came in with a huge revision higher, up +3.8% from a year ago. This was apparently driven by a decrease in imports, and an increase in consumer spending, offset by decreases in investment and exports. There was a one-off revision to the consumer spending data in this release which twisted things somewhat. Again, this data is hard to reconcile with the real-time high-frequency data that we saw in the second quarter, but this is what they are reporting.If the Fed accepts this GDP data, rate cuts there are likely pushed further away.Meanwhile, August data on existing home sales dipped in August.In Canada, they reported average weekly earnings for July and they were up +3.3% to C$1,308 from a year ago, following a +3.6% increase in June.And staying in Canada, their federal government has instructed Canada Post to end door-to-door postal delivery.In China, the yuan has appreciated to the highest level in nearly 10 months against the American dollar as concerns over frictions between the world's two largest economies subside and China's economic growth prospects remain steady.In Taiwan, after four consecutive months of decreases, their reported retail sales that rose in August from a year ago. This data is modest compared to their booming industrial sector as we noted yesterday.And perhaps we should note that the Swiss central bank left its policy rate unchanged at 0% in an overnight review. Switzerland has inflation running at just +0.2% pa.Container freight rates fell faster last week, down -8% for the week to be a massive -55% lower than year-ago levels. And it was again outbound rates from China that is driving this retreat. But bulk freight rates actually rose again last week by +2.9% to be +10.5% higher than year-ago levels.The UST 10yr yield is now at 4.17%, up +2 bps from yesterday at this time.The price of gold will start today at US$3739/oz, up just +US$6 from yesterday. Silver is on the mover however, up approaching US$45/oz.American oil prices are little-changed at just under US$65/bbl, with the international Brent price still just over US$69/bbl.The Kiwi dollar is at just on 57.6 USc and down another -50 bps from yesterday and that is its lowest level since mid-April. Against the Aussie we are down just -10 bps at 88.2 AUc and near a three-year low. Against the euro we are actually unchanged at 49.5 euro cents. That all means our TWI-5 starts today at just over 65.2, and down another -30 bps.The bitcoin price starts today at US$108,928 and down -4.3% from this time yesterday. Volatility over the past 24 hours has again been moderate at just over +/- 2.3%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

US bond yields rose and US stocks fell overnight after robust US growth figures reinforced views the Fed won't cut rates much. So the US dollar rose, and the Aussie and Kiwi dollars fell. And Australian job ads drop. In our Deep-Dive interview ANZ Senior Economist Miles Workman reviews the New Zealand Treasury's long-term outlook for Government spending released this week. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business investment, its impact on US growth, and what it might mean for productivity gains. Tech investment accounted for about a third of US GDP growth––and much of the expansion in domestic final sales––in 1H25. While hyperscaler capex levels are expected to stay high in coming years, current growth rates are unlikely to be sustained, implying a smaller GDP contribution in 2026. We also discuss potential mismeasurement of tech investment in the GDP accounts.  This podcast was recorded on September 23, 2025.  This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.  

⁠Amazon has aggressively expanded its third-party logistics footprint⁠. They opened their Multi-Channel Fulfillment service to merchants on rival platforms like Shein, Shopify, and Walmart, leveraging their scale to become the default logistics backbone for e-commerce. We analyze the major corporate reality shift in Less-Than-Truckload as ⁠FedEx Freight remains firmly on track to become an independent public company by June 2026⁠, trading on the NYSE as FDXF. Despite a constrained LTL market due to a weak industrial economy, FedEx Freight announced a 5.9% general rate increase taking effect January 5th, driven by spin-off cost pressures and rising wages. The episode shares a stark economic warning of ⁠"profitless prosperity," which projects steady, slow expansion for US GDP and freight activity through 2029⁠, yet requires operators to fight hard for margins. Persistent inflation is expected, fueled by factors like labor scarcity, fiscal deficits, and rising energy demand, making these rate increases likely to stick. Adding to the inflation headache, ⁠the weighted average U.S. tariff rate has climbed to 16.4%, the highest level seen since the 1930s⁠, which is expected to generate 1.3% to 1.4% inflation. We also cover capacity dynamics, noting that while the Outbound Tender Rejection Index remains low (stuck just over 5%) signaling persistent excess capacity, capacity exits are expected to continue as smaller carriers struggle to afford replacing aging truck fleets. Finally, we address critical regulatory changes related to risk and driver welfare, starting with the ⁠Department of Transportation launching a major crackdown on cargo theft⁠ after a spike of more than 90% between 2021 and 2024. ⁠New legislation is also moving fast to ban predatory lease-purchase programs⁠, which were concluded by an FMCSA task force to be "irredeemable tools of fraud and driver oppression" that shift the financial burden onto drivers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon has aggressively expanded its third-party logistics footprint. They opened their Multi-Channel Fulfillment service to merchants on rival platforms like Shein, Shopify, and Walmart, leveraging their scale to become the default logistics backbone for e-commerce. We analyze the major corporate reality shift in Less-Than-Truckload as FedEx Freight remains firmly on track to become an independent public company by June 2026, trading on the NYSE as FDXF. Despite a constrained LTL market due to a weak industrial economy, FedEx Freight announced a 5.9% general rate increase taking effect January 5th, driven by spin-off cost pressures and rising wages. The episode shares a stark economic warning of "profitless prosperity," which projects steady, slow expansion for US GDP and freight activity through 2029, yet requires operators to fight hard for margins. Persistent inflation is expected, fueled by factors like labor scarcity, fiscal deficits, and rising energy demand, making these rate increases likely to stick. Adding to the inflation headache, the weighted average U.S. tariff rate has climbed to 16.4%, the highest level seen since the 1930s, which is expected to generate 1.3% to 1.4% inflation. We also cover capacity dynamics, noting that while the Outbound Tender Rejection Index remains low (stuck just over 5%) signaling persistent excess capacity, capacity exits are expected to continue as smaller carriers struggle to afford replacing aging truck fleets. Finally, we address critical regulatory changes related to risk and driver welfare, starting with the Department of Transportation launching a major crackdown on cargo theft after a spike of more than 90% between 2021 and 2024. New legislation is also moving fast to ban predatory lease-purchase programs, which were concluded by an FMCSA task force to be "irredeemable tools of fraud and driver oppression" that shift the financial burden onto drivers. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI investment is exploding: the “Magnificent Seven” of Apple, Microsoft, Google, Amazon, Meta, Tesla, and NVIDIA, are ploughing almost 7% of US GDP into AI and data centres. That's the same scale as the US housing boom in 2006, and greater than the dot-com bubble at its peak. Today, just seven firms make up 34% of the S&P 500, the highest concentration in history. Earnings per share in these companies grew 37% last year, compared to just 6% in the rest of the index. But history warns us, RCA in the 1920s, dot-coms in the 1990s, that transformative technologies can change the world while destroying fortunes. The question now: is AI the next revolution, or the next bubble waiting to burst? Hosted on Acast. See acast.com/privacy for more information.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Ag Economy6:57 Soybean Hit Piece9:58 SREs11:15 Grain Standards Act12:13 Cattle Selloff14:03 BLS Data (Jobs)

FAN MAIL--We would love YOUR feedback--Send us a Text MessageGermany's defeat in World War II wasn't merely a matter of battlefield losses but rather a predictable outcome rooted in fundamental strategic, economic, and leadership failures. Drawing from Victor Davis Hanson's masterful analysis in "The Second World Wars," this episode reveals the three decisive factors that sealed Nazi Germany's fate from the beginning.The first fatal flaw was Germany's profound economic weakness. Despite creating Europe's most formidable military machine, Germany simply lacked the industrial capacity to sustain a global conflict against enemies with vastly superior resources. The production disparities were staggering—by 1945, America's GDP alone exceeded all Axis powers combined. While German engineers developed advanced weapons, their resource constraints prevented effective mass production, creating an insurmountable disadvantage against Allied manufacturing might.Hitler's strategic overreach represents perhaps his most catastrophic error. After succeeding in limited border wars against weaker European states between 1939-1941, Hitler transformed what should have remained regional conflicts into a global war Germany couldn't possibly win. The critical turning point came with Operation Barbarossa in June 1941—invading the Soviet Union while still fighting Britain—a decision Hanson calls "probably the biggest blunder in military history." When Hitler then declared war on America following Pearl Harbor, he ensured Germany would face enemies whose combined population and industrial capacity made Allied victory mathematically inevitable.Most damning was Hitler's own strategic incompetence. Having never visited America, Britain, or Russia, he made decisions based on maps rather than understanding of terrain, climate, or logistics. He routinely overruled his generals, diverted resources from military objectives to implement the Holocaust, and relied on emotional fantasy rather than strategic reality. As Hanson notes, Hitler had "no blueprint to end the war-making power" of his enemies, dooming Germany from the moment he abandoned limited objectives for impossible global ambitions. Key Points from the Episode:• Economic weakness and limited industrial capacity made Germany unable to sustain a prolonged global conflict• By 1945, US GDP alone exceeded all Axis powers combined, creating an insurmountable production advantage• Operation Barbarossa created a fatal two-front war while Germany was still fighting Britain• Hitler's declaration of war against America brought the world's largest industrial power into the conflict• German forces lacked critical resources, especially oil, while facing enemies with superior manufacturing capabilities• Hitler had never visited America, Britain or Russia - the very countries he chose to fight• Resources were diverted from military objectives to implement the Holocaust• Germany's early victories (1939-1941) created a dangerous illusion of invincibility• The war was preventable, facilitated by Soviet collusion, American isolationism, and British-French appeasement• Once Allied industrial potential fully mobilized by 1942-43, Germany's defeat was mathematically certainBe sure to check out our show page at teammojoacademy.com, where we have everything we discussed in this podcast, as well as other great resources.Other resources: Liberty Minute #62--An Empire of WealthWant to leave a review? Click here, and if we earned a five-star review from you **high five and knuckle bumps**, we appreciate it greatl

US Treasury Secretary Bessent reiterated that there are 11 strong Fed chair candidates, while he added they will start interviews after Labor Day and present a shortlist to President Trump.NVIDIA (-3.1%) shares were pressured post-earnings despite beating on top and bottom lines, as its revenue guidance was not as strong as some were hoping for and with questions remaining regarding chip sales to China.White House trade advisor Navarro said India can get 25% off tariffs if it stops buying Russian oil.APAC stocks were predominantly higher but with mixed trade seen throughout the session; European equity futures indicate a flat/mildly higher cash market open with Euro Stoxx 50 futures up 0.1% after the cash market finished with gains of 0.2% on Wednesday.Looking ahead, highlights include Swiss GDP (Q2), EZ Sentiment Survey (Aug), US GDP 2nd Estimate (Q2), PCE (Q2), Jobless Claims, ECB Minutes, Speech from Fed's Waller, Supply from Italy & US, Earnings from Marvell, Dell, ULTA Beauty, Best Buy & Pernod Ricard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses erase early morning strength; NVIDIA (-1.9% pre-market) post-earnings.NVIDIA shares are pressured in pre-market trade despite beating on top and bottom lines, as its revenue guidance was not as strong as some were hoping for and with questions remaining regarding chip sales to China.USD is flat in quiet trade as FX majors trade in narrow ranges awaiting the next catalyst.Bonds see lacklustre trade in quiet newsflow as USTs eye 7yr supply and data.Crude choppy, gold on either side of USD 3,400/oz, base metals are mixed in narrow ranges.Looking ahead, US GDP 2nd Estimate (Q2), PCE (Q2), Jobless Claims, ECB Minutes, Speech from Fed's Waller, Supply from the US, Earnings from Marvell, Dell, ULTA Beauty, Best Buy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

August may be a seasonally-weaker month for markets, but for Summer Weather in Texas, it's hot! Lance shares weekend wedding events, and previews this week's economic data reports: Will inflation stoked by tariffs appear in the numbers? The only question that matters to investors his how the news will affect forward earnings estimates. There is now a 90% probability of a Fed rate cut by September; much will hinge on this week's CPI, PPI, and Retail Sales data. Lance reviews the similarities and differences between the Dot Com bubble and the AI boom. (Lance's ADD is triggered by a story on a TV monitor about adult pacifiers.) Revenues are key to economic growth, and employment is critical. Commentary on debts, deficits, and student loan defaults. Markets are sitting in a contraction zone: 80% of market is not growing. Global growth forecasts are dismal; debt is not the problem. Debts and deficits are a feature of the economy, not a bug. SEG-1a: August Weather & Weddings in Texas SEG-1b: CPI, PPI, & Retail Sales: Will Tariff Inflation Show Up? SEG-2a:The Only Question That Matters - How Does it Affect Earnings? SEG-2b: AI Today is a Lot Like 1999 SEG-2c: Adult Pacifier Distraction SEG-2d: Revenue is What Generates Earnings SEG-2e: Wage Growth Isn't Increasing SEG-2f: IMF Growth Projections SEG-2g: The Debt & Deficits Problem Isn't What You Think Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=Fszx_pdp-sA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Markets are Set Up for Correction" is here: https://www.youtube.com/watch?v=ajVPyWtMA9I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Would a 20% Social Security Reduction Mean for Your Retirement?" https://www.youtube.com/watch?v=2eRpXL4yYQI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #MarketRally #AllTimeHighs #USDollar #Gold #USEconomy #EconomicGrowth #MarketOutlook #GDPTrends #RecessionRisk #InvestingAdvice #Money #Investing

August may be a seasonally-weaker month for markets, but for Summer Weather in Texas, it's hot! Lance shares weekend wedding events, and previews this week's economic data reports: Will inflation stoked by tariffs appear in the numbers? The only question that matters to investors his how the news will affect forward earnings estimates. There is now a 90% probability of a Fed rate cut by September; much will hinge on this week's CPI, PPI, and Retail Sales data. Lance reviews the similarities and differences between the Dot Com bubble and the AI boom. (Lance's ADD is triggered by a story on a TV monitor about adult pacifiers.) Revenues are key to economic growth, and employment is critical. Commentary on debts, deficits, and student loan defaults. Markets are sitting in a contraction zone: 80% of market is not growing. Global growth forecasts are dismal; debt is not the problem. Debts and deficits are a feature of the economy, not a bug. SEG-1a: August Weather & Weddings in Texas SEG-1b: CPI, PPI, & Retail Sales: Will Tariff Inflation Show Up? SEG-2a:The Only Question That Matters - How Does it Affect Earnings? SEG-2b: AI Today is a Lot Like 1999 SEG-2c: Adult Pacifier Distraction SEG-2d: Revenue is What Generates Earnings SEG-2e: Wage Growth Isn't Increasing SEG-2f: IMF Growth Projections  SEG-2g: The Debt & Deficits Problem Isn't What You Think Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=Fszx_pdp-sA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Markets are Set Up for Correction" is here:  https://www.youtube.com/watch?v=ajVPyWtMA9I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Would a 20% Social Security Reduction Mean for Your Retirement?" https://www.youtube.com/watch?v=2eRpXL4yYQI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #MarketRally #AllTimeHighs #USDollar #Gold #USEconomy #EconomicGrowth #MarketOutlook #GDPTrends #RecessionRisk #InvestingAdvice #Money #Investing

Will the stock market crash? With the market continuing to march higher and setting record high after record high, I do worry more and more that a crash could be coming. It doesn't mean it will happen tomorrow, next week, or maybe even this year, but I do believe the risk to reward of investing in the S&P 500 at this point is not favorable when you take all the data into consideration. I have talked a lot about the fact that the top 10 companies now account for nearly 40% of the entire index and the forward P/E multiple of around 22x is well above the 30-year average of 17x, but there are also less discussed factors that are quite concerning. There is something called the Buffett Indicator that looks at the total US stock market value compared to US GDP. Buffet even made the claim at one point that this was “the best single measure of where valuations stand at any given moment." The problem here is that it now exceeds 200%, which is a historic high and well above even the tech boom when it peaked around 150%. Another concerning measure is the Shiller PE ratio, which looks at the average inflation-adjusted earnings from the previous 10 years in relation to the current price of the index. This is now at a multiple around 39x, which is well above the 30-year average of 28.3 and at a level that was only seen during the tech boom. While valuation isn't always the best indicator for what will happen in the next year, it has proven to be a successful tool for long term investing. Unfortunately, valuations aren't my only concern. Margin expansion is even more frightening as the reliance on debt can derail investors. Margin allows investors to buy stocks with debt, but the big problem is if there is a decline and a margin call comes the investor would either have to add more cash or make sells, which causes a further decline in the stock due to added selling pressure. Margin debt has now topped $1 trillion, which is a record, and it has grown very quickly considering there was an 18% increase in margin usage from April to June. This was one of the fastest two month increases on record and rivals the 24.6% increase in December 1999 and the 20.3% increase in May 2007. In case you forgot, both of the periods that followed did not end well for investors. Looking at margin as a share of GDP, it is now higher than during the dot-com bubble and near the all-time high that was reached in 2021. One other concern with the margin level is it does not include securities-based loans, which is another tool that leverages stock positions and if there is a decline could cause added selling pressure. Unfortunately, this data is not as easy to find since they are lumped in with consumer credit. The most recent estimate I could find was in Q1 2024, they totaled $138 billion and with the risk on mentality that has occurred, my assumption is the total would be even higher now. We have to remember that we now are essentially 18 years into a market that has always had a buy the dip mentality. Even pullbacks that occurred in 2020 and 2022 saw rebounds take place quite quickly. This has created a generation of investors that have not actually experienced a difficult market. I always encourage people to study the tech boom and bust as it was devastating for investors. The S&P 500 fell 49% in the fallout from the dotcom bubble and it took about 7 years to recover. Investors in the Nasdaq fared even worse as they saw a 79% drop and it took 15 years to get back to those record levels. Unfortunately, this isn't the only historical period that saw difficult returns. If you look back to the start of 1964, the Dow was at 874 and by the end of 1981 it gained just one point to 875. This was an extremely difficult period that saw Vietnam War spending, stagflation, and oil shocks, but it again illustrates that difficult markets with little to no advancement can occur. So, with all of this, how are we investing at this time? We are maintaining our value approach, which generally holds up much better in difficult markets. For comparison, the Russell 1000 Value index was actually up 7% in 2000 while the Russell 1000 Growth index fell 22.4% that year. We are also maintaining our highest cash position around 25% since at least 2007.  I continue to believe there are opportunities for investors, it just requires discipline and patience. One other person remaining patient at this time is Warren Buffett. Berkshire now has near a record cash hoard of $344.1 billion and the conglomerate has been a net seller of stocks for the 11th quarter in a row. I'd rather follow people like Buffett at times like this over the Meme traders that have become popular once again.   Consumers are doing a better job managing their credit card debt  Data released by Truist Bank analysts show that card holders of both higher and lower scores are doing a better job paying their bills on time. This is based on a drop in the rate of late payments from last quarter. Also improving is debt servicing payments as a percent of consumers disposable personal income. The first quarter shows debt-servicing payments were roughly 11% of disposable income, which is a strong ratio to see considering that level is below what was typical before the start of 2020 and it's far below the 15%-plus levels that were seen leading up to the Great Recession in 2008. According to Fed data, card loan growth was only 3% year over a year, which could be due to lenders increasing their credit standards. Stricter standards also made it more difficult for subprime borrowers to obtain new credit cards considering the fact that as a share of new card accounts, this category accounted for just 16% of all new accounts. This was down roughly 7% from the last quarter in 2022 when it was 23%. Consumers may also be more aware of the high interest costs considering rates stood at 22% as of May. There has been a decrease in rates from the peak last year, but Fed data reveals before interest rates began rising in 2022 interest rates stood at 16% for card accounts. If the Fed were to drop rates a couple of times between now and the end of the year, we could see a small decline in the rate. With that said borrowing money on a credit card and accruing interest is a terrible idea as even a 16% rate would not be worth it!    Real estate investors may be supporting the real estate market. This may sound like a good thing, but this could be dangerous long-term since investors don't live at the property. It would be far easier for them to default on the mortgage and let the house go into foreclosure or sell at a price well below market value just to get their investment back. So far in 2025 investors have accounted for roughly 30% of sales of both existing and newly built homes, which is the highest share on record. This is according to property analytics firm Cotality and they started tracking the sales 14 years ago. Most of these investors were small investors, who own fewer than 100 homes as they accounted for roughly 25% of all purchases. This compares to large investors which accounted for only 5% of purchases of new and existing homes. Within the small investor space, the stronger category is those with just 3-9 properties as this group has accounted for between 14 and 15% of all sales each month this year. The data also shows that the large investors like Invitation Homes and Progress Residential have become net sellers in the market and are selling more properties than they are buying. This is likely due to reduced rents from the high competition in the rental market and a softening of the overall real estate market in certain areas that has not provided the expected return that they wanted. I do worry that the small investor here has less access to good data and is less disciplined with their investment strategy. They are likely buying homes because real estate has been a good investment for the last several years, but if the market were to turn, they would be more likely to panic and sell and they may not have the means to continue holding the real estate. I do believe if interest rates remain, housing prices could remain stable or perhaps even drop a little bit. It's important to remember long term mortgage rates generally stem from longer term debt instruments like a 10-year Treasury, rather than the short-term discount rate set by the Fed.   Financial Planning: When and How a Refinance is Helpful After several years of elevated mortgage rates, steady declines have made more homeowners candidates for refinancing, but a smart decision requires looking beyond the headline interest rate. The first question is whether the refinance actually reduces the rate, and if so, what third-party closing costs and discount points are involved. Every mortgage carries these costs, and paying points may not make sense if rates are expected to fall further and another refinance could be on the horizon, especially since few 30-year mortgages last their full term before a sale or another refi. The structure of the new loan also matters: should costs be paid upfront or rolled into the loan balance, and how long will the loan likely be kept? The real goal is to borrow at the lowest overall cost over the life of the loan, factoring in both the rate and the cost to obtain it. A lower rate and payment may feel like a win, but without careful structuring, it may not be the most cost-effective move, something mortgage brokers often overlook when focusing solely on rate reduction. Here's a real example from just last week. A homeowner with a $580,000 mortgage at 6.875% and a $3,900 monthly payment has the opportunity to refinance to 5.5%, lowering the payment to $3,500 with no additional cash due at closing, and saving roughly $80,000 in total interest over the life of the loan. At first glance, this looks like a no-brainer. However, this structure would only be ideal if the homeowner never had another chance to refinance, which is unlikely given their current rate of 6.875%. In this case, all costs were rolled into a new loan balance of $616,000—an increase of $36,000—explaining why no cash was required at closing. A better approach might be to refinance to a rate only slightly lower than 6.875%, still reducing both the monthly payment and lifetime interest, but without dramatically increasing the loan balance by rolling in discount point costs. Refinances can continue as long as rates are expected to decline, and the best time to pay points is in a “final” refinance when rates are no longer expected to drop so the benefit can be locked in for the long term.   Companies Discussed: Carrier Global Corporation (CARR), Polaris Inc. (PII) & Align Technology, Inc. (ALGN)

Meta, Microsoft, Google, and Amazon are pouring nearly $400B into AI infrastructure this year—more than the EU's defense budget and over 1% of US GDP. This wave rivals the fiber boom of the '90s and now outpaces consumer spending in driving US growth. Wall Street's tone has flipped, with Microsoft and Meta showing real AI revenue, while Google navigates supply limits and Amazon draws fire for moving slowly. It's a new era where infrastructure—not just code—defines dominance.Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

 Today's show dives into Trump's latest multi-country tariff war. What's the latest for August, a critical month. Latest Japan & EU deals as 'templates'.  Trump's phony announcement of both countries to invest $17 trillion in USA. Political tariffs attack on India, Brazil and BRICS. Russia 100%. Trump's retreat on China. What's up with Mexico & Canada? Key dates of August 8, 12.  Second half of show discusses latest US GDP numbers for April-June. Why US growth is NOT 3% but closer to 1% and the US economy is sliding toward stagnation or even recession. Why Trump's Big Bill on Taxes and Tariffs are a drag on US economic growth.

Bank of Canada Holds rates again. Powell refuses to cut rates despite political pressures. US GDP comes in stronger than expected. Real Estate developers ask PM Carney to remove foreign buyer ban. Is Canadian media compromised by the CCP?Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!The Loonie Hour team is currently looking for a full-time content manager / social media curator! Email your application to looniehourjobs@gmail.com if you're interested!

Tsunami hits Hawaii (no damage reported). White House Considers 'Pocket Rescissions' To Sidestep Congress: What To Know. Why is the Senate slow rolling judicial confirmations? Place your bets: Rates will probably hold. Katy Perry & Justin Trudeau out on a date. Of course, Gov. Hochul uses the NYC attack to push for gun control. Cincinnati Racial attack is not being covered by the MSM because it was racial. IMPD Officer Shot, Three Suspects Arrested, One is At Large. CHUCK SCHUMER FUMES: "If you don't think they wanna revert to Jim Crow, just look what they did in the SAVE Act! Skull refrigerator for sale on the Marketplace. The Democratic party already have a pre-October 7th mindset. New York Times stunningly rolls back claims about viral photo of starving Gaza boy. Megyn Kelly wants Israel to "wrap it up". Will Anthony Richardson be the Colts starting QB? Islamic State militant group claimed responsibility for a deadly attack that had killed at least 43 worshippers during a night mass at a church in eastern Congo. US and Chinese officials agreed to seek an extension of their 90-day tariff truce. Kevin O'Leary: Use any excess capital to reduce the national debt. That is the most important thing. US GDP increasing at a 3% annualized rate, largely due to trade swingsSee omnystudio.com/listener for privacy information.

Will Anthony Richardson be the Colts starting QB? Islamic State militant group claimed responsibility for a deadly attack that had killed at least 43 worshippers during a night mass at a church in eastern Congo. US and Chinese officials agreed to seek an extension of their 90-day tariff truce. Kevin O'Leary: Use any excess capital to reduce the national debt. That is the most important thing. US GDP increasing at a 3% annualized rate, largely due to trade swingsSee omnystudio.com/listener for privacy information.

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

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the latest US-EU trade deal and what it could mean for international markets. They break down the highlights from US earnings season, who is outperforming and where the cracks are showing. Over in Australia, fresh employment data could shake up the Reserve Bank's next decision. Plus, we're gearing up for a big week of economic releases: US GDP, a closely watched Fed meeting, and Australia's inflation readout.   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/

Troy Helming is building the future of infrastructure with EarthGrid, a company developing an underground super grid network of tunnels across North America using revolutionary plasma torch technology. As a serial entrepreneur who founded two unicorns in the renewable energy space, Troy brings decades of experience in wind and solar power to solving one of the most critical infrastructure challenges of our time. EarthGrid has raised $63 million and secured an $18 billion joint venture commitment from the Kuwait Investment Authority to build 10,000 miles of underground tunnels over the next decade. Topics Discussed: EarthGrid's mission to build an underground super grid network using plasma torch excavation technology The massive infrastructure challenge of transmission line development in the United States Troy's journey from early solar exposure 45 years ago to founding multiple renewable energy companies The regulatory breakthrough of becoming a telecommunications utility in 46 states Overcoming the "supply problem, not demand problem" with over 20,000 potential customers in their pipeline The $18 billion joint venture with Kuwait Investment Authority's Enertech subsidiary Plasma torch technology's ability to cut through hard granite and other materials conventional machines cannot handle The vision for moving freight and eventually people through underground tunnel networks GTM Lessons For B2B Founders: Choose industries with structural supply-demand imbalances: Troy has successfully built three consecutive companies where demand far exceeds supply, eliminating the need for traditional sales teams. He specifically targets infrastructure sectors where "the need is so acute and there aren't that many companies doing it, and the ones that are, the demand exceeds the supply." B2B founders should research industries with massive unmet demand and limited competition, particularly in infrastructure where the barriers to entry are high but the market need is desperate. Solve regulatory risks early through strategic positioning: Rather than fighting regulatory battles, Troy transformed EarthGrid into a regulated telecommunications utility, gaining rights to build under public roads in 46 states representing 97% of US GDP. This strategic move eliminated the primary risk factor that kills most infrastructure projects. B2B founders should identify their biggest regulatory or compliance risks early and find creative ways to work within existing frameworks rather than against them. Build resilience through failure conditioning: Troy's experience with rock climbing and American Ninja Warrior taught him to "overcome the fear of people looking at you when you might fail" and to "shake it off, get back up and go again." After pitching over 2,000 times with a 97% rejection rate, he learned to treat fundraising as a numbers game rather than personal rejection. B2B founders should actively seek experiences that condition them for repeated failure, whether through athletics, public speaking, or other challenging pursuits that build mental resilience. Validate demand before building supply: EarthGrid already has "close to 20,000 potential customer contacts" and over 50 signed letters of intent before fully commercializing their technology. Troy validates market demand through extensive research and customer outreach before investing in full product development. B2B founders should spend significant time understanding their market's pain points and securing early customer commitments before building complex solutions. Leverage personal capital for strategic advantage: Troy's ability to "wait to start your company until you have enough money in the bank" prevents short-term financial pressures from forcing poor strategic decisions. His personal investment in EarthGrid (part of the $63 million raised) demonstrates commitment to investors while providing operational flexibility. B2B founders should consider how personal financial runway affects their ability to make optimal long-term decisions rather than being forced into suboptimal short-term choices.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM   

Opinionated Design: Early Reactions to Apple's Liquid Glass Design Language Big Tech Is Dealing Flat Design a Death Blow Apple gets over its hang-ups, and the iPad enters a new era Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade Apple's de-chatbot-ification of AI is nearly complete Google launches Android 16, rolling out now to Pixel Google offers voluntary buyouts to US staff across several businesses and units, including the one housing its core search team and much of the ads organization IBM aims to build the world's first large-scale, error-corrected quantum computer by 2028 Blue Origin Delays Second New Glenn Launch Anne Wojcicki Wins Bidding for 23andMe Twenty-seven states and DC sue 23andMe to oppose the sale of DNA data from its customers without their direct consent YouTube says its ecosystem created 490K jobs and added $55B to the US GDP in 2024 God is hungry for Context: First thoughts on o3 pro Army reserve tech executives meta palantir Nintendo Switch 2 Is Fastest-Selling Game Console of All Time - Slashdot An Experimental New Dating Site Matches Singles Based on Their Browser Histories Anker recalls 1.1 million power banks due to fire hazard risk Local Malls Are Sitting Empty, and Becoming a Headache for Small Towns Bald eagle live cam update: Babies are leaving nest. What's next? Host: Leo Laporte Guests: Jason Hiner, Harry McCracken, and Jason Snell Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: oracle.com/twit Melissa.com/twit drata.com/weekintech expressvpn.com/twit zscaler.com/security

Opinionated Design: Early Reactions to Apple's Liquid Glass Design Language Big Tech Is Dealing Flat Design a Death Blow Apple gets over its hang-ups, and the iPad enters a new era Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade Apple's de-chatbot-ification of AI is nearly complete Google launches Android 16, rolling out now to Pixel Google offers voluntary buyouts to US staff across several businesses and units, including the one housing its core search team and much of the ads organization IBM aims to build the world's first large-scale, error-corrected quantum computer by 2028 Blue Origin Delays Second New Glenn Launch Anne Wojcicki Wins Bidding for 23andMe Twenty-seven states and DC sue 23andMe to oppose the sale of DNA data from its customers without their direct consent YouTube says its ecosystem created 490K jobs and added $55B to the US GDP in 2024 God is hungry for Context: First thoughts on o3 pro Army reserve tech executives meta palantir Nintendo Switch 2 Is Fastest-Selling Game Console of All Time - Slashdot An Experimental New Dating Site Matches Singles Based on Their Browser Histories Anker recalls 1.1 million power banks due to fire hazard risk Local Malls Are Sitting Empty, and Becoming a Headache for Small Towns Bald eagle live cam update: Babies are leaving nest. What's next? Host: Leo Laporte Guests: Jason Hiner, Harry McCracken, and Jason Snell Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: oracle.com/twit Melissa.com/twit drata.com/weekintech expressvpn.com/twit zscaler.com/security

Opinionated Design: Early Reactions to Apple's Liquid Glass Design Language Big Tech Is Dealing Flat Design a Death Blow Apple gets over its hang-ups, and the iPad enters a new era Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade Apple's de-chatbot-ification of AI is nearly complete Google launches Android 16, rolling out now to Pixel Google offers voluntary buyouts to US staff across several businesses and units, including the one housing its core search team and much of the ads organization IBM aims to build the world's first large-scale, error-corrected quantum computer by 2028 Blue Origin Delays Second New Glenn Launch Anne Wojcicki Wins Bidding for 23andMe Twenty-seven states and DC sue 23andMe to oppose the sale of DNA data from its customers without their direct consent YouTube says its ecosystem created 490K jobs and added $55B to the US GDP in 2024 God is hungry for Context: First thoughts on o3 pro Army reserve tech executives meta palantir Nintendo Switch 2 Is Fastest-Selling Game Console of All Time - Slashdot An Experimental New Dating Site Matches Singles Based on Their Browser Histories Anker recalls 1.1 million power banks due to fire hazard risk Local Malls Are Sitting Empty, and Becoming a Headache for Small Towns Bald eagle live cam update: Babies are leaving nest. What's next? Host: Leo Laporte Guests: Jason Hiner, Harry McCracken, and Jason Snell Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: oracle.com/twit Melissa.com/twit drata.com/weekintech expressvpn.com/twit zscaler.com/security

Opinionated Design: Early Reactions to Apple's Liquid Glass Design Language Big Tech Is Dealing Flat Design a Death Blow Apple gets over its hang-ups, and the iPad enters a new era Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade Apple's de-chatbot-ification of AI is nearly complete Google launches Android 16, rolling out now to Pixel Google offers voluntary buyouts to US staff across several businesses and units, including the one housing its core search team and much of the ads organization IBM aims to build the world's first large-scale, error-corrected quantum computer by 2028 Blue Origin Delays Second New Glenn Launch Anne Wojcicki Wins Bidding for 23andMe Twenty-seven states and DC sue 23andMe to oppose the sale of DNA data from its customers without their direct consent YouTube says its ecosystem created 490K jobs and added $55B to the US GDP in 2024 God is hungry for Context: First thoughts on o3 pro Army reserve tech executives meta palantir Nintendo Switch 2 Is Fastest-Selling Game Console of All Time - Slashdot An Experimental New Dating Site Matches Singles Based on Their Browser Histories Anker recalls 1.1 million power banks due to fire hazard risk Local Malls Are Sitting Empty, and Becoming a Headache for Small Towns Bald eagle live cam update: Babies are leaving nest. What's next? Host: Leo Laporte Guests: Jason Hiner, Harry McCracken, and Jason Snell Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: oracle.com/twit Melissa.com/twit drata.com/weekintech expressvpn.com/twit zscaler.com/security

Contact us today to learn more about how you can benefit from Financial Resilience! → https://hubs.la/Q035Qlcs0 This week on TrendsTalk, ITR Economist Taylor St. Germain notes that while US Retail Sales and GDP remain strong, consumer expectations are down – as sentiment is aligning more with stock market performance. Tune in this week to find out why headlines about consumer anxiety can be misleading for the broader economy.

Josh and special guest Monica Khan, Partner & Head of Digital at Strand, tackle everything that's fit to discuss in the creator economy this week. They discuss the increasing presence and influence of creators at major industry events like VivaTech and Cannes Lions. The conversation also covers a significant forecast from WPP, predicting that creator platforms will surpass traditional media in ad revenue by 2025. We also explore YouTube's substantial economic impact, contributing $55 billion to the U.S. GDP in 2024, and the broader implications of this growth for creators.Then: innovative brand partnerships, including Lowe's collaboration with MrBeast and their new Creator Partner Program, as well as Starbucks' new full time hire initiative, all in comparison to Ulta Beauty's employee ambassador initiative.0:00 Welcome Monica Khan to Creator Upload 0:44 Monica Khan at VivaTech in Paris 1:41 The Growing Creator Presence at VivaTech 2:50 Anticipation for Cannes Lions and Creator Impact 4:21 Cannes Lions: Business Gets Done for Creators 5:01 Creators Gaining a Seat at the Table 5:29 Creators Choosing Cannes Over VidCon 6:48 Traditional Media vs. Creator Platforms 7:34 WPP Predicts Creator Platforms to Exceed Old Media Ad Revenue by 2025 8:57 Validation for the Creator Economy 10:08 WPP's Influence on Ad Spend Towards Creators 11:32 The Future of Brand Investment in Creators 12:06 The Rise of Creator-Driven Platforms 13:37 YouTube's Economic Impact: $55 Billion to US GDP in 2024 14:55 The Ripple Effect of the Creator Economy 15:18 Creators Building Economic Value and Sustainability 16:46 Supporting the Creator Middle Class 18:04 The Bell Curve vs. Barbell Curve in the Creator Economy 19:52 Small Business Education for Creators 20:18 Why Brands are Working with Niche Creators 21:42 Studio-Led vs. Creator-Led Content 22:56 The Future of Cinema and Creator Influence 24:00 Studios Leveraging Social Platforms for Content Development 24:55 Lowe's Partners with Mr. Beast for Beast Games Season 2 27:05 Lowe's Creator Partner Program 27:33 Institutionalizing Creator Partnerships 28:49 Ulta Beauty's Employee Ambassador Program vs. Lowe's Scaled Program 31:38 Starbucks' 12-Month Creator Sponsorship 33:03 Upload: Major League Baseball Invests in Jomboy Media 35:28 MLB Embracing Fan-Led Storytelling 36:21 The Evolution of Creator Partnerships to Investment 36:46 Creative Freedom vs. Investment in Creator Partnerships 38:12 Upload: Mr. Beast Hires Former YouTube, TikTok, and Meta Exec Beau Avril 39:03 Beau Avril's Expertise and Impact on Mr. Beast's Partnerships 40:19 Connecting with Monica Khan on LinkedIn 41:01 Future of Creator Upload and Listener EngagementCreator Upload is your creator economy podcast, hosted by Lauren Schnipper and Joshua Cohen.Follow Lauren: https://www.linkedin.com/in/schnipper/Follow Josh: https://www.linkedin.com/in/joshuajcohen/Original music by London Bridge: https://www.instagram.com/londonbridgemusic/Edited and produced by Adam Conner: https://www.linkedin.com/in/adamonbrand

In this episode of The Week in Markets, equities research analyst Jen-Ai Chua discusses the Trump effect on US GDP growth and on recent election outcomes in Canada, Australia and Singapore. The flight to safety by voters and investors have favoured familiar incumbents and driven capital flows into gold, European equities and Chinese stocks. Markets are likely to remain in wait-and-see mode as investors await the FOMC rate decision on 7 May and the BoE decision a day later. The age-old adage to ‘Sell in May and go away' could prompt some risk-averse investors to reconsider their stock positions. Historical evidence supports outperformance in the November-April time period, albeit 68% of the time.

A slew of economic reports from around the biggest global economies. Starting with US GDP, then Mexico, Germany and Europe then finally some critical macro data from China. There is indeed a common thread running through all of them, and it has markets spooked: CtG hit a new multi-year low barely above the 2020 lows. Eurodollar University's Money & Macro AnalysisCNBC Private payroll growth slowed to 62,000 in April, well below expectationshttps://www.cnbc.com/2025/04/30/adp-jobs-report-april-2025.htmlBloomberg Mexico Economy Narrowly Dodges Recession Amid US Trade Chaoshttps://www.bloomberg.com/news/articles/2025-04-30/mexico-economy-narrowly-dodges-recession-amid-trump-trade-chaosCNBC Euro zone economy expands by better-than-expected 0.4% in the first quarterhttps://www.cnbc.com/2025/04/30/euro-zone-gdp-q1-2025.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Microsoft posted better than expected quarterly earnings on Wednesday, Spain is trying to figure out what caused a massive power outage, and the Conservatives are bracing for heavy losses in local England elections. Plus, the FT's Claire Jones explains what we can take away from the latest US GDP reading. Mentioned in this podcast:US and Ukraine sign natural resources dealMicrosoft shares jump after software giant's earnings top forecastsUS economy contracts at 0.3% rate as Trump tariffs prompt import surgeLocal elections: Tories braced for losses as England votes in five-party raceHow did Spain's electricity grid collapse?The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian, Ethan Plotkin, Lulu Smyth, and Marc Filippino. Additional help from Michela Tindera, Katie McMurran, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Ryan and Emily discuss Trump bullies Amazon into major cave, US GDP shrinks amid tariffs, MAGA influencers go full cult in WH event, Trump falls for his own MS13 photoshop, US jet falls off ship dodging Houthi strikes, NYC woman attacked by Zionist mob speaks out, African journo says USAID does more harm than good. Chernoh Bah: https://www.amazon.com/Ebola-Outbreak-West-Africa-Multinationals/dp/0996973923 To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

Tariff Announcement: President Trump announced a ten percent baseline tariff on virtually every country, with specific tariffs for individual countries ranging from ten to forty-nine percent. This is the highest rate of tariffs the United States has had in place since 1930. Political and Economic Implications: The announcement has caused anxiety and concern among people, with Democrats criticizing the move and Republicans defending it. The podcast discusses the potential outcomes, including the possibility of other countries lowering their tariffs in response, which could be beneficial for the American economy. Potential Risks: There are significant risks if other countries retaliate with their own tariffs, leading to a trade war and increased inflation. The impact on various industries, such as the automotive industry, is discussed, with concerns about rising prices for both new and used cars. Economic Analysis: The Tax Foundation's analysis predicts that if the tariffs remain in effect, imports will fall by twenty-eight percent, and the US GDP will shrink by 0.8 percent over the next decade. The tariffs could result in a significant tax increase for American consumers. Political Consequences: The outcome of these tariffs could influence the 2026 midterm elections, with potential repercussions for the Republican party if the economy suffers. Senator Cruz expresses hope for a positive outcome but acknowledges the high risks involved. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and the Ben Ferguson Show Podcast Wherever You get You're Podcasts. Thanks for Listening #seanhannity #hannity #marklevin #levin #charliekirk #megynkelly #tucker #tuckercarlson #glennbeck #benshapiro #shapiro #trump #sexton #bucksexton#rushlimbaugh #limbaugh #whitehouse #senate #congress #thehouse #democrats#republicans #conservative #senator #congressman #congressmen #congresswoman #capitol #president #vicepresident #POTUS #presidentoftheunitedstatesofamerica#SCOTUS #Supremecourt #DonaldTrump #PresidentDonaldTrump #DT #TedCruz #Benferguson #Verdict #justicecorrupted #UnwokeHowtoDefeatCulturalMarxisminAmericaYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.