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Stocks closed higher Tuesday despite growing concerns over a looming U.S. government shutdown that could freeze key economic data and rattle investor confidence. The Dow hit a new record, while the S&P 500 and Nasdaq also posted gains. But under the surface, anxiety is rising. Investors are moving into safe-haven assets like gold and Treasuries, bracing for potential fallout if the shutdown drags on. José Torres, senior economist, Interactive Brokers breaks down the market’s reaction, the latest job openings and consumer confidence reports. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Wall Street recorded another positive session despite markets preparing for a US government shutdown and delays to key economic data releases such as the jobs report on Friday. S&P 500 up 0.4%, Nasdaq rose 0.3%. Dow was choppy from open but found strength in the last hour. Closed near high, up 82 points. Broadly positive sector performance. Healthcare the best performer, boosted by Pfizer rising 6.8% after Trump said he'd cut all prices in Medicaid for lowest-income Americans and expected other pharmaceutical companies to follow suit. Industrials and Materials also contributed positively to gains.  Energy followed oil down as +OPEC plans a supply hike, while Financials and Cyclicals rounded out the negative performers.ASX to open flat. SPI futures down 5 points (-0.06%).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.

Wall Street recorded a positive session as markets were unmoved by a potential US government shutdown over funding issues and hawkish commentary by FED officials.  S&P 500 up 0.3%, Nasdaq rose 0.5%. Dow dropped at open, was choppy for much of the session, but found strength from about 1:30pm and steadily rose throughout the remainder of the day. Closed near high, up 69 points. Broadly positive sector performance. Energy the only negative performer, followed oil down on reports of +OPEC increasing supply. Cyclicals the best performer, boosted by a 1.1% rise in Amazon after it settled a FTC lawsuit for $2.5Bn over Prime sign-ups and cancellation difficulties, biggest civil penalty in FTC history. Industrials, Materials and Healthcare also contributed to the broad-based positive sector performance.ASX to rise. SPI futures up 15 points (+0.17%).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.

Wall St closed higher across the major averages on Monday as investors bought back into the AI darlings a week after scepticism rose around the sustainable growth of the sector. The S&P500 gained 0.2%, the Nasdaq rose 0.48% and the Dow Jones ended Monday's session up 0.15%. Shares of game maker EA Games rallied 4.5% after the company announced it's going to be taken private in an acquisition worth US$55bn.In Europe overnight markets closed higher to start the new trading week in the green. The STOXX600 rose 0.34%, Germany's DAX added 0.02%, the French CAC climbed 0.13% and, in the UK, the FTSE100 ended the day up 0.16%.Across the Asia region on Monday markets closed mixed with Japan's Nikkei falling 0.69%, while South Korea's Kospi index added 1.33%, Hong Kong's Hang Seng added 1.9% and China's CSI index gained 1.54%.Locally to start the new trading week, a healthcare rebound pushed the ASX to a positive close with the key index rallying 0.9% while the spot price of gold also reset a fresh record, propelling gold miners to new heights.Defence stocks were all the rage for investors yesterday with DroneShield soaring over 18% while EOS climbed almost 13% amid a tense backdrop in Europe with NATO boosting air-defence assets in response to new drone incursions at a key military base in Denmark last week. EOS also released a sales update yesterday revealing it is expecting full year revenue from existing contracts to be $115m to $125m in FY25 however, new orders could boost this by $25m in addition to its contract backlog with an estimated value of $299m.Synlait Milk share jumped 15% following the release of the company's full-year results yesterday. The dairy processor reported a more than twofold increase in underlying EBITDA, reaching NZ$107.2 million for FY 2025. Additionally, Synlait announced an agreement to sell its North Island assets to global healthcare giant Abbott Laboratories in a deal expected to generate around NZ$307 million in proceeds. What to watch today:On the commodities front this morning oil is trading 3.86% lower at US$63.18/barrel; gold is up 1.63% at a fresh record US$3829/ounce and iron ore is down 0.09% at US$105.35/tonne.The Aussie dollar has strengthened against the greenback to buy 65.78 US cents, 97.75 Japanese yen, 48.91 British pence and 1 New Zealand dollar and 14 cents.Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.17%.Trading Ideas:Bell Potter has raised the 12-month price target on Electro Optic Systems (ASX:EOS) from $5.70 to $11 and maintain a buy rating on the Australian defence manufacturer specialising in advanced weapon systems and satellite tracking technology company following an update out yesterday including revenue guidance weaker than Bell Potter expected in the near term but strong tailwinds driving the long-term growth of the sector. Bell Potter has upgraded the 12-month TP reflecting a higher CY26e EV/EBITDA multiple due to strengthened confidence in longer term revenue growth.Trading Central has identified a bearish signal on HMC Capital (ASX:HMC) following the formation of a pattern over a period of 29-days which is roughly the same amount of time the share price may fall from the close of $3.23 to the range of $2.55 to $2.65 according to standard principles of technical analysis.

After five straight months of gains, the S&P 500 is heading into a historically volatile October with strong momentum on its side. Growth looks solid, consumption remains resilient, and AI is giving GDP a powerful boost. Conversely, inflation, Fed policy, and the looming U.S. government shutdown still cloud the outlook. Dan Koh speaks with Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, to unpack the forces driving markets, the risks ahead, and what investors should be watching as we enter the final quarter of the year.See omnystudio.com/listener for privacy information.

Wall St snapped its three-day losing streak overnight as the PCE price index came bang in line with expectations, quickly reigniting hopes of at least two rate cuts by the end of the year. Consumer spending slightly countered this view, surprising to the upside and reinforcing Thursday's GDP revision. Bond yields down, USD down, gold up, equities up. S&P 500 up 0.59% on low volume. Dow Jones up 300 points. Nasdaq underperformed. Up 0.44%. The rally initially dented as Consumer Sentiment came in lower than expected before stocks rebounded to close on a high. The inflation print outweighed news of Trump announcing tariffs on pharmaceuticals, heavy trucks and furniture. All three indices logged their first week of losses in a month albeit minimal damage. S&P 500 -0.31% vs the ASX 200 +0.16%. Dow Jones down 68 points. Nasdaq down 0.65%.SPI up 21 - RBA tomomorrow.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.

US President Trump announced 100% tariffs on Pharmaceuticals, 50% tariffs on all Kitchen Cabinets, Bathroom Vanities, and associated products, a 30% tariff on Upholstered Furniture, and a 25% tariff will be imposed on all “Heavy Trucks” made in other parts of the world.European bourses seemingly shrug off Trump's latest barrage of tariffs; US equity futures trade tentatively into US PCE.USD rally pauses for breath ahead of PCE; EUR unmoved by ECB Survey of Consumer Expectations, which saw the 1- and 5-year forecasts rise.Crude is slightly lower in very quiet trade, XAU/USTs are rangebound awaiting data.Looking ahead, US PCE (Aug), US University of Michigan Final (Sep), Fed's Barkin, Bowman.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Daniel Tan, Portfolio Manager at Grasshopper Asset Management, discusses why global equities may be running ahead of fundamentals, and where fresh catalysts could emerge. From China’s tech rebound to defense stocks and the dollar’s slide, we explore the forces shaping markets into year-end. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

US President Trump is to sign executive orders at 15:30 ET (20:30 BST) on Thursday; potentially on TikTokThe White House Budget Office instructed federal agencies to prepare workforce reduction plans for potential mass layoffs amid the threat of a government shutdown, according to Politico.European bourses are lower and have recently made fresh troughs after the European Commission investigates SAP; US equity futures trade tentatively into a packed US data slate and Fed speak.USD is steady, Antipodeans lead whilst the Swiss Franc lags a touch.USTs are flat awaiting catalysts; Bunds are firmer amidst a subdued risk tone in Europe, Gilts little moved following a well-received tender.Crude is on the backfoot while XAU resumes its climb; Copper continues to build on the prior day's strength.Looking ahead, US Durable Goods (Aug), GDP Final (Q2), PCE Final (Q2), Jobless Claims, Advance Goods Trade Balance (Aug), Banxico Announcement; Speakers include Fed's Goolsbee, Williams, Schmid, Bowman, Logan, Barr, Daly, and supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

U.S. stocks stumbled for a second day as AI leaders like Nvidia, Oracle, and Micron lose momentum amid concerns over sky-high valuations. Dilin Wu, Research Strategist, Pepperstonediscusses the risks and opportunities in tech, the bullish gold rally, and the dollar’s surprising strength. We explore what it all means for markets, Fed policy, and investors seeking opportunities across U.S. and Asian equities. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

SBS Finance Editor Ricardo Gonçalves speaks with Paul Bloxham from HSBC about today's stronger than expected inflation figures and what it means for interest rates, plus the day on the sharemarket with Francesco De Stradis from Ord Minnett.

European bourses are modestly lower; US equity futures are incrementally firmer/flat.USD is attempting to atone for recent losses. EUR digests soft German Ifo.Fixed benchmarks are firmer; Bunds caught a bid on softer-than-expected German Ifo metrics.Crude briefly boosted by reports that Israel's army has taken "another step" in the plan to occupy Gaza city; XAU takes a breather from recent upside.Looking ahead, highlights include Supply from the US; Speeches from BoE's Greene, Fed's Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

SBS Finance Editor Ricardo Gonçalves speaks with Paul Bloxham from HSBC about today's stronger than expected inflation figures and what it means for interest rates, plus the day on the sharemarket with Francesco De Stradis from Ord Minnett.

While global forecasts are improving, U.S. markets continue to defy tariff headwinds with record earnings, margin expansion, and surging AI-driven investment. Laila Pence, President & Co-Founder, Pence Wealth Management explores how monetary policy, labor market shifts, and the AI supply chain are shaping the next phase of the economy — from small caps and financials to hyperscaler spending that could define the next industrial revolution.Produced/Presented: Ryan Huang Image: Gerd Altmann from PixabaySee omnystudio.com/listener for privacy information.

European bourses gradually climb higher and currently at peaks; US equity futures are flat awaiting Fed Chair Powell.GBP hit by soft PMI, Eurozone data showed diverging fortunes for manufacturing and services.USTs are essentially flat; Gilts modestly out-edge peers following disappointing flash PMI metrics.Crude initially in the red but have managed to climb higher, XAU at another ATH, catching a bid on reports that China aims to become custodian of foreign gold reserves.Looking ahead, US Flash PMIs (Sep), US Richmond Fed Index, NBH Policy Announcement; Speakers include BoE's Pill, Fed's Powell, Bostic, Bowman, ECB's Cipollone, BoC's Macklem, US President Trump at UN General Assembly; Supply from the US; Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall Street recorded a negative session, ending three days of record high closes, following a Powell speech where he left the door open to further rate cuts while emphasising the Fed had to balance inflation concerns with a weakening labour market. S&P 500 down 0.55%, Nasdaq fell 0.95%. Dow jumped in the first fifteen minutes of trading but fell from there. Closed near low, down 89 points. Mixed sector performance. Cyclicals and Tech led the sell off, with Amazon falling 3.0% and Nvidia down 2.8%, the biggest two drops of the major names. Materials also down and every other sector was flat or up. Energy was the biggest gainer, followed oil up on Kurdish supply constraint issues. Rate sensitive sectors also did well with REITs and Utilities making gains.ASX to fall. SPI futures down 30 points (-0.34%).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.

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Joseph Shaposhnik, Founder & Portfolio Manager of Rainwater Equity breaks down the latest market themes shaping investor sentiment. We explore why some AI leaders may be better long-term bets than consensus expects, and where opportunities lie amid market volatility — including a potential defence sector supercycle driven by surging demand in key regions. Plus, we dive into strategies for identifying companies that dominate essential niches, creating lasting value through strong pricing power and resilience against disruption.See omnystudio.com/listener for privacy information.

US lawmakers face a deadline of September 30th to pass a funding bill to avoid a government shutdown. Members of the Senate are not scheduled to return to Washington until September 29th, and House lawmakers are not due to return until October 7th, according to NBC.European and US equity futures are broadly lower; ASML +2.5% boosted after a broker upgrade.USD trims post-FOMC upside ahead of a slew of Fed speak; GBP and EUR leads.Fixed paper broadly higher as markets await a deluge of Fed speakers.Crude initially firmer but has slipped in recent trade; XAU makes a fresh ATH at USD 3,726/oz, with geopols in focus.Looking ahead, Canadian Producer Prices (Aug); Speakers include BoE's Pill, Bailey, Fed's Williams, Musalem, Barkin, Hammack, BoC's Kozicki.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall Street recorded a third straight session of record high closes, as AI sentiment boosted the market. Shrugging off Trump's weekend bombshell of $100,000 fees for future H-1B visas, which much of the sector relies on. Tech instead focused on news of Nvidia's $100Bn investment into OpenAI, boosting the chipmaker by 3.9%, and Wedbush's price target rise for Apple (+4.3%) given strong demand signs for the iPhone 17. S&P 500 up 0.4%, Nasdaq rose 0.7%. Dow steadily rose in the first hour of trading and remained stable at that level for the rest of the session. Closed toward high, up 66 points. Mixed sector performance. Utilities the standout, followed by Tech and REITS. At the opposite end, Staples and Cyclicals struggled, the latter weighed down by Amazon's 1.7% drop.ASX to rise. SPI futures up 17 points (+0.19%).Resources mixed. Oil steady as Iraq shipments rise and demand concerns linger. Copper and zinc up, nickel and aluminium down.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.

Wall St finished last week with another gain in a largely uneventful session. Big Tech leading all three major indices to fresh record highs. S&P 500 up 0.5% on heavy volume. Nasdaq up 0.72%. Dow Jones up 173 points. Traders digesting the monetary policy outlook as Stephen Miran justified his FOMC vote. The lone 50bp dissenter argued a neutral interest rate (neither tight nor loose) is the correct setting for an economy with ‘no inflation risk' – prompting a debate over relaxation of the Fed's 2% inflation target. S&P 500 up 1.2% for the week, Nasdaq up 2.2% vs the ASX 200 down 1%. Bond yields on the longer end rose 2-3bp while the USD gained for a third session (AUD down 0.3%). US government shutdown risk back in the headlines after the Senate rejected the latest funding bill. Democrats opposing the bill due to lack of Health Care funding.SPi up 24 - Gold soars - Bullock speaks today.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.

BoJ kept rates unchanged at 0.50%, as expected, but surprised markets with the announcement to begin selling ETF and J-REIT holdings.European bourses are mostly higher whilst US equity futures are flat.USD extends its winning streak, GBP underperforms and is pressured by woeful borrowing data, which puts added pressure on UK Chancellor Reeves.USTs are slightly lower awaiting Fed speak, JGBs hit on the BoJ, Gilts lag after concerning borrowing data.Crude is on the backfoot, whilst Spot gold is firmer awaiting the Trump-Xi meeting.Looking ahead, Canadian Retail Sales (Jul), Quad Witching, Trump-Xi phone call. Speakers including Fed's Daly, Miran, & Former Fed President Bullard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

#marketoutlook #marketnews #investyadnya #yadnyanews00:00 Start00:10 Stock Market Hits Record High01:27 Us Tariff Relief for India Likely03:04 Boe Keeps Rates Steady05:30 India–UAE Trade Target06:43 Sebi Clears Adani in Hindenburg Case08:15 Ambuja Vs JSW Trademark Dispute11:10 It Stocks Gain After Fed Cut11:46 India's Data Centre Power Surge15:08 Reits Reclassified as Equity

US stocks climb to fresh all-time highs after the Federal Reserve kicks off its rate-cut cycle, with small-cap stocks leading the charge. Christine Short, VP of Research at Wall Street Horizon shares what this means for investors. She also discusses the surprising $5 billion dollar partnership between Nvidia to shape the future of AI infrastructure; as well as Meta unveiling its newest Ray-Ban smart glasses, intensifying the race to dominate the wearable tech space. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

European bourses are stronger today and trade just off highs; US equity futures also gain, with modest outperformance in the RTY.China drops Google (GOOG) antitrust probe during US trade talks, according to FTDXY trims some post-FOMC gains this morning; NZD plumbs the depths on GDP.Bonds are mixed in the aftermath of the FOMC; Gilts await the BoE.Crude is subdued and precious metals hold an upward bias.Looking ahead, US Jobless Claims, New Zealand Trade Balance (Aug), BoE Announcement, SARB Announcement, Speakers include ECBʼs Nagel, US President Trump & UK PM Starmer press conference. Earnings from FedEx & Lennar.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

White House said it was further extending the TikTok enforcement delay, with the deadline to sell TikTok extended until December 16th.European bourses are mixed; NQ saw fleeting pressure on reports that China ordered tech firms to stop buying NVIDIA's AI chips; NVIDIA -0.9% pre-market.USD is a touch firmer as markets brace for today's FOMC announcementNVIDIA pressure lifts fixed income to highs pre-FOMC, Gilts outperform after the region's inflation report which was broadly in-line but as Services cooled a touch.Crude trades with modest losses; Dollar strength weighs on gold.Looking ahead, New Zealand GDP (Q2), US Atlanta Fed GDP, FOMC Announcement, BoC Announcement, BCB Announcement, Speakers including ECB's Nagel, Fed Chair Powell, BoC's Macklem & US President Trump. Earnings from General Mills.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Appeals Court declined to allow Trump to remove Federal Reserve Governor Cook; Cook can attend the FOMC's September 16th-17th meeting.US Senate voted 48-47 to confirm US President Trump's Fed nominee Miran to join the Fed board.European bourses opened flat but sentiment dipped a touch to display a mostly negative picture; US equity futures are modestly firmer; NVDA little moved on reports of “lukewarm” demand for its RTX6000D AI chip.DXY in the doldrums as the clock ticks down to the FOMC; GBP was little moved to an in-line Jobs Report.USTs are essentially flat into Retail Sales and supply; Bunds pressured following ZEW and a relatively soft German auction.Crude futures slip with reports of the 19th sanctions package delayed; XAU makes a fresh ATH.Looking ahead, US Retail Sales (Aug) and Industrial Production (Aug), Import Prices (Aug), Atlanta Fed GDP, Canadian CPI (Aug) & ECB's Escriva, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US and China day two talks are underway; overnight, FT reported that there has been a lack of progress, potentially reducing the odds of a Beijing summit. Recently, US Treasury Secretary Bessent said the US and China made good progress on technical details.Crude benchmarks are higher amid a softer USD and after President Trump said he is ready to impose sanctions on Russia, once NATO stops buying Russian oil. Most recently, Russia's Kremlin says NATO is fighting Russia.NVIDIA hit in the pre-market, weighing on the NQ and broader sentiment, as China said NVIDIA violated antitrust laws; European bourses off best, but still firmer, Euro Stoxx 50 +0.6%.Fitch downgraded France to A+ (prev. AA-), sparking modest OAT-Bund widening though levels remain orderly. EUR is unreactive, GBP leads with the DXY softer.Gold had an initial upward bias with the focus on geopols, though off best. Base metals capped by soft Chinese data.Looking ahead, NY Fed Manufacturing (Sep), Speakers including ECB's Schnabel, Rehn & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent will meet with Chinese Vice Premier He and other senior Chinese officials next week in Madrid, while Bessent and He are to discuss key US-China national security, economic and trade issues.US equity futures are lower across the board, RTY lags. European bourses began marginally firmer, but have since waned.USD attempts to recover from the pressure seen on Thursday's data, DXY at highs, while the JPY lags.Fixed income is in the red, though USTs are set to end the week near-enough unchanged. Gilts are the relative outperformer post-GDP.Crude began in the red, extending to a new WTD low before bouncing and recouping some of Thursday's pressure. Metals firmer despite the USD strength.Looking ahead, highlights include US University of Michigan Prelim (Sep), CBR Announcement, Credit Rating Reviews for France & Spain. US President Trump on Fox.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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

Poland said its airspace was repeatedly violated by drones during today's attack by Russia on Ukraine; Poland shot down Russian drones after 'unprecedented airspace violation'. Polish PM Tusk says Poland asked to evoke Article 4 of NATO treaty.US President Trump reportedly asked the EU to hit China and India with 100% tariffs to pressure Russian President Putin to end the war.US judge temporarily blocked President Trump from removing Federal Reserve Governor Cook.European bourses started off stronger, but then slipped after Polish PM asks to evoke Article 4; Oracle +29% post-earnings.DXY is incrementally lower whilst Antipodeans lead.Bunds briefly bolstered by NATO remarks. Complex awaits US data and supply.Crude and gold rise as NATO member Poland downs drones above its territory.Looking ahead, US PPI (Aug), Wholesale Sales (Jul), Comments from SNB's Schlegel, Supply from US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

For all the doomsaying about US President Donald Trump's trade and economic policies, the world's biggest economy has held up relatively well, at least on the surface. Markets are up, trade demand remains firm and the Federal Reserve is moving toward interest rate cuts, which could spur more activity. But Steven Okun, founder and CEO of APAC Advisors, warns that the worst is yet to come. Global exports that surged in the run-up to August’s reciprocal levies are cooling, the US labor market is slowing, and markets will react once the data confirms economists’ warnings, he says. Though the slew of global levies provides some clarity, questions remain over Trump's motivations on trade policy and his tendency to upend matters with one social media post. Okun speaks with John and Katia from Singapore. Join us for Bloomberg's Investment Management Summit in Singapore on Oct. 7, featuring leading investors, asset managers and experts, to unlock insights and strategies for geopolitical volatility, technology innovation and sustainable growth. Also catch John and Katia for a live episode recording with Matthew Michelini, head of Asia-Pacific at Apollo Global Management. See you there!Register here for this exclusive event: https://events.bloombergevents.com/0BAkqmSee omnystudio.com/listener for privacy information.

Global equity futures are modestly mixed; Anglo American & Teck merge to create a USD 50bln mining giant.USD is a little lower whilst JPY soars amid hawkish BoJ reports.OAT-Bund 10yr spread a little wider in the aftermath of French PM Bayrou's removal, JGBs hit by BoJ sources.BoJ reportedly sees some chance of hiking this year, despite the political situation, via Bloomberg citing sources; likely to keep rates unchanged on September 19thCrude rebounds and metals non-committal awaiting the next impetus.Looking ahead, US NFP Prelim. Benchmark Revisions, Apple Event, Comments from BoE's Breeden, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Japanese PM Ishiba said he has decided to resign as LDP president and gave instructions to hold an emergency LDP leadership election; LDP is making final arrangements for a leadership vote on October 4th, according to TBS.US President Trump said Waller, Warsh and Hassett are the three finalists for the Fed chair nomination.US-China trade talks have reportedly made little progress towards a deal, and an impasse was hit on the fentanyl issue, according to WSJ.European bourses hold a positive bias, whilst US equities futures are incrementally firmer/flat.JPY lags as Japanese PM Ishiba resigns, EUR eyes the French PM's confidence vote later today.USTs/Bunds are essentially flat; more focus on Japan's emergency LDP election; OATs await France.Crude gains post OPEC and amid geopolitics; Gold soars to another ATH.Eight OPEC+ members agreed to raise the oil production by 137k bpd in October (as touted), citing a steady global economic outlook and current healthy market fundamentals.Looking ahead, US Employment Trends (Aug), NY Fed SCE & French Confidence Vote.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he would be placing chip tariffs “very shortly,” which will be “fairly substantial”, but signalled Apple (AAPL) and others will be safe during his dinner with tech CEOs at the White House on Thursday, according to CNBC.US President Trump said they are going to get the war in Ukraine settled; US Defense Department said two Venezuelan military aircraft flew near a US Navy vessel in international waters.European bourses are mostly firmer but with trade tentative ahead of NFP; Broadcom +7% after strong results.USTs are incrementally firmer whilst USD dips awaiting US NFP; Gilts lead after Retail Sales.Crude was pressured but now flat pre-OPEC, Gold holds around USD 3,550/oz into the US jobs report.Looking ahead, US Jobs Report (Aug), Canadian Jobs Report (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses and US equity futures are modestly firmer ahead of US data.USD awaits a data deluge, Antipodeans lag and JPY digests potential US/Japan auto tariff reduction.EGBs and Gilts bounce while USTs remain flat into data; Spanish auction was well received, whilst some short-lived pressure was seen on the French outing.Oil pulls back as traders brace ahead of this weekend's OPEC meeting; some upside in the complex seen after Russian Deputy PM Novak said OPEC-8 are not discussing production increase now.Looking ahead, US ISM Services PMI (Aug), ADP National Employment (Aug), Challenger Layoffs (Aug), Jobless Claims, Atlanta Fed GDP, Canadian Trade Balance (Jul), BoE DMP, Senate Banking Committee to hold hearing for US President Trump's Fed nominee Stephen Miran, Speakers including Fed's Williams & RBA's Hauser.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are broadly in the green; US equity futures are mixed, with clear outperformance in the NQ, boosted by Google (+5.7% pre-market).A US judge ruled Google will not have to sell Chrome or Android in the monopoly case but must share search data with rivals and stop exclusive distribution contracts.Contained trade in FX as an early pick-up in the USD fizzled out ahead of JOLTS.Early rise in yields have since reversed with bonds now bouncing.Crude sinks on reports OPEC+ is mulling another oil production hike; spot gold holds an upward bias after reaching levels near USD 3,550/oz.Looking ahead, US Durable Goods R (Jul), JOLTS Job Openings (Jul), NBP Announcement, Fed Beige Book, BoE's Bailey, Lombardelli, Greene & Taylor, Fed's Musalem & Kashkari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent said he plans to write a brief for the US Solicitor General to file that defends US President Trump's tariffs.European bourses opened mixed but are now mostly lower; US futures also slip, with underperformance in the RTY.GBP and JPY selling helps support DXY into key US data.Political and fiscal turmoil drives yields higher, no move to EZ HICP, USTs await ISM.Crude edges higher despite risk aversion and a firmer dollar, with geopolitics in focus."The Israeli prime minister is holding a meeting to discuss the possibility of full control of the West Bank and measures against the Palestinian Authority", according to Iran International citing i24Looking ahead, US ISM Manufacturing PMI (Aug), Atlanta Fed GDP, Speakers including ECB's Elderson, Muller & Nagel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This episode includes critical information for both nursery and greenhouse producers!   To discuss this episode's topic, host Bill Calkins was joined by a fantastic guest from Envu—Dr. Janna Beckerman—who's an experienced plant pathologist at heart and wanted to discuss three key diseases commonly encountered in greenhouse and nursery crop production. Conveniently for the podcast title, these diseases begin with the letters A, B and C—anthracnose, Botrytis and cercospora.   In this episode, the conversation starts with a brief recap of some diseases Dr. Beckerman saw a lot of in the spring, like rusts and Pythium and then the conversation moved quickly to the topic at hand—foliar diseases. Bill and Janna took the three ABCs in order talking through the main crops impacted by each one, symptoms to watch for and control methods. Although Dr. Beckerman mentioned one of Envu's flagship fungicides, Broadform (a unique chemical class with two modes of action to control more than 50 pathogens), her rotation recommendations and application best practices were extremely in-depth and user-friendly. She also went through strategies to mitigate the risk from these three diseases using good sanitation practices and greenhouse and nursery environmental management.   Bill and Janna closed out the conversation with the importance of resistance management—a topic that cannot be overstated. Keeping our toolboxes full and giving all growers the best chance for controlling diseases (and insect/mite pests) requires diligence and intelligent approaches to chemical rotation and application.   You'll want to listen all the way to the end of this episode, because Dr. Beckerman is a true expert and offers countless tips and tricks to help you and your production team up the game season after season.   Resources:   Envu's Ornamentals Segment Website: https://www.envu.com/segments/ornamentals   Envu's Products for the US Market: https://www.us.envu.com/ornamentals   Envu's Products for the Canadian Market: https://www.ca.envu.com/greenhouse-and-nursery   Broadform Fungicide Product Information: https://www.us.envu.com/ornamentals/po/products/broadform    

Fed's Waller (voter, dovish dissenter) said the time has come to move policy to a more neutral stance and he would support a 25bps cut at the September meeting and anticipates additional rate cuts over the next 3–6 months.European bourses underperform on ongoing political uncertainty, UK banks hit on tax worries; US equity futures are lower into US PCE.Choppy trade in the USD as markets await Fed's Cook's hearing; GBP underperforms.Bonds are broadly lower; Bunds saw modest upticks on German Retails Sales and softer-than-expected French CPI.Crude declines alongside sentiment, while gold awaits PCE.Looking ahead, highlights include German CPI, US PCE (Jul), University of Michigan Final (Aug), Atlanta Fed GDP & Canadian GDP (Q2).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

European bourses opened mostly firmer but now display a mixed picture; NVDA +0.5% into earnings.DXY rises following prior day's losses and risk aversion; Aussie fails to benefit from earlier upside post-CPI.USTs steady, Bunds/Gilts are bid albeit with little newsflow, but as the risk tone dipped a touch.Industrials trade softer on risk aversion, gold holds its ground despite Dollar strength.Looking ahead, Comments from Fed's Barkin, Supply from the US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Preview: Fed. Colleague Liz Peek comments that the US markets unruffled by the Cook imbroglio in the news. More tonight. 1974 POTUS FORD

US President Trump threatened to impose substantial additional tariffs on countries that do not remove discriminatory actions such as digital taxes.US President Trump posted a letter removing Fed's Cook from her position with immediate effect; Cook says she will not resign.European bourses are on the backfoot, but with clear underperformance in the CAC 40 as French politics take centre stage; US equity futures are slightly lower.USD is steady, EUR digests French political turmoil, JPY marginally outpaces peers.USTs pressured in reaction to Trump-Cook saga; Gilts/OATs digest regional political woes.XAU outperforms after Trump sends letter to Fed's Cook; Crude gives back geopolitical-driven gains.Looking ahead, US Durable Goods (Jul), Consumer Confidence (Aug), Atlanta Fed GDP, NBH Announcement, E3/Iran Nuclear talks, Fed Discount Rate Minutes, Speakers including Fed's Barkin & BoE's Mann, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses pare some of Friday's gains; US equity futures are mixed, with the RTY holding afloat.USD struggles to recoup Friday's lost ground in a quiet start to the week; JPY underperforms despite hawkish-leaning commentary via BoJ's Ueda.USTs pause for breath following Powell-induced upside, whilst Bunds move lower.Crude benchmarks are very modestly firmer with focus on geopolitics; XAU is on the backfoot.Holiday: UK Summer Bank HolidayHighlights include US National Activity (Jul), Comments from Fed's Logan.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of LIFTS, hosts Matthew Januszek and Mohammed Iqbal sit down with Michael Ramsey, co-founder of Strong Pilates, to explore the explosive growth of Pilates worldwide. Ramsey shares his journey from F45 franchise success to launching Strong Pilates, a unique fusion of strength, cardio, and Pilates that has rapidly expanded across 14 countries. The discussion covers the evolution of boutique fitness, the importance of product innovation, franchise support, marketing strategies, and the controversial role of ClassPass. Key Topics: How an injury led Ramsey to discover Pilates. The fusion of strength, cardio, and Pilates in Strong. Franchise growth from Australia to the US. Why boutique studios still win over big box gyms. The critical role of innovation in fitness. Marketing strategies and customer acquisition costs. The challenges and opportunities of ClassPass. Building trust and community in local markets. Handling criticism from traditionalists in Pilates. Future outlook for Strong Pilates and boutique fitness.

Chinese President Xi is unlikely to attend ASEAN Leaders' Summit in October, "dashing hopes of a meeting with US President Trump at the summit"; while Premier Li is set to represent China, according to two regional sources cited by ReutersEuropean bourses move higher; US equity futures also gain as the RTY +0.4% outperforms; NVIDIA -1% after H20 production halt.DXY holds an upward bias post-PMIs on Thursday, whilst fixed income trades steady into Fed Chair Powell.Choppy trade in the crude complex, as traders digest halts to the Druzhba pipeline; sideways trade across precious metals.Looking ahead, highlights include Canadian Retail Sales, Fed's Jackson Hole Symposium (August 21st-23rd); Speakers include Fed Chair Powell, Hammack and Collins.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fed Governor Cook said she has no intention of being bullied to step down from her position because of some questions raised in a tweet by FHFA Director Pulte.European bourses tilt lower with the region unable to benefit from better-than-feared PMIs; US equity futures are mixed.USD is mixed vs. peers, GBP is top of the G10 leaderboard post-PMI.Bonds are pressured after PMIs, lower UK borrowing fails to lift spirits ahead of the Autumn BudgetCrude is firmer as geopolitics remain in the limelight; Ukraine's Air Force said Russia used 574 drones and 40 missiles in an overnight attack.Looking ahead, US Flash PMIs, US Weekly/Continued Jobless Claims, Philly Fed Index, EU Consumer Confidence, Fed Jackson Hole Economic Symposium (21st-23rd), Speech from Fedʼs Bostic, Schmid, Goolsbee, Supply from US, Earnings from Walmart.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

How do you pivot from an early idea that didn't work ➝ to building a global SaaS leader trusted by 700+ enterprises?In this full episode of the Prime Podcast, Khadim Batti (Co-founder & CEO, Whatfix) reveals the raw founder journey:The pivot moment that sparked WhatfixHustling with 500 cold emails to close first customersLanding a Fortune 10 client at $25/month (and why logos matter more than price)Why product-market fit keeps evolvingScaling SaaS from India ➝ US with 85+ Fortune 500 clientsRaising $270M and turning investors into growth partnersHow AI is shaping the future of digital adoption