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European bourses in the green, shrugging off a mixed APAC lead. US futures post modest gains, RTY outperformsUSD attempts to atone for recent pressure. DXY eyes 97.00 to the upside, JPY lags, EUR and GBP both hitFixed in the red, Gilts lag after the UK Welfare Reform u-turn. USTs await data and fiscal updatesUS House set to convene at 09:00ET, Punchbowl reports several sources expressing alarm at the number of no's from lawmakersCrude in the green and despite light newsflow continue to climb, metals mixedLooking ahead, highlights include US Challenger Layoffs, ADP National Employment, Canadian Manufacturing PMI, NBP Policy Announcement, ECBʼs Lane & Lagarde.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US Senate vote-a-rama is still ongoing, Thune suggests we are "getting to the end", unclear if he has enough votesEU reportedly wants immediate relief in any US deal, said to be accepting universal tariffs but is seeking key exemptionsRisk tone began firmer after strong Chinese data; thereafter, deteriorated into and through the European morningUS futures in the red, ES -0.2%, awaiting updates on the Reconciliation Bill, Chair Powell and a packed data docketUSD continues to fall. JPY and CHF lead, fixed bid, XAU higher.EUR and EGBs unreactive to as-expected flash HICP and numerous ECB speakers who have focused on EUR strengthLooking ahead, highlights include US Manufacturing PMIs, ISM Manufacturing, JOLTS Job Openings, ECB Central Banking Forum, Speakers including ECB's Schnabel & Lagarde, Fed's Powell, BoJ's Ueda, BoE's Bailey & BoK's Rhee. Earnings from Constellation Brands. Holiday closures in Hong Kong & Canada.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
After a 2-week break, The Stock Doctor Podcast is back! On this week's episode, I discuss: 1. The growing divergence seen between US consumers and US investors, 2. The current status of President Trump's 'Big Beautiful Bill,' 3. Why RBI's growth-inducing moves are yet to have any impact, and4. Why investors have fallen in love with Microsoft (ticker: MSFT) again. Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com.
A firmer start to the week Stateside, ES +0.4%, as markets focus on the progress of Trump's Bill; however, Europe is more contained, Stoxx 600 +0.1%, as the reciprocal deadline nears.US Senate voted to begin debating the Reconciliation Bill; vote-a-rama not expected to start until 09:00ET today, as such the House will not vote until Wednesday at the earliest, via Fox's Pergram.DXY has kicked off week-, month-, quarter- & H1-end on a mildly negative footing, though the magnitude of this has dissipated across the morning. EUR contained, JPY outperforms, GBP softer.Fixed benchmarks were contained overnight before EGBs picked up on numerous German data points.Crude benchmarks are in the red but only modestly so, updates continue on the geopolitical front, with Trump saying he is not offering Iran anything.Looking ahead, highlights include US Chicago PMI, Speakers including ECB's de Guindos & Lagarde, Fed's Bostic & Goolsbee.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US Commerce Secretary Lutnick stated that several deals will be announced in the coming week, with the Europe deal expected at the end.Punchbowl reports that Republican Senators say voting on the Reconciliation Bill will not begin until Saturday at the absolute earliest.European bourses benefit from a flurry of US-EU trade updates, US futures gain modestly into PCE.DXY extends its losing streak for a fifth session as PCE looms.USTs are under modest pressure with Bunds also hampered following French/Spanish inflation figures.Crude is firmer & XAU slips given the risk tone but base metals fail to benefit.Looking ahead, US PCE, UoM Survey Final, Fed's Williams, Hammack; ECB's Cipollone.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Ben Emons, Chief Investment Officer, FedWatch Advisors discusses how markets are pricing in the Fed's rate moves as the US dollar falls to a new 3 1/2 year low on the Euro, and amid reports of US President Trump mulling announcing a replacement for Fed Chair Jerome Powell. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.
US President Trump may accelerate the announcement of a successor to Fed Chair Powell, according to WSJ sources.Chinese state planner official said with policy implementation and introduction, "we are confident and capable of minimising the adverse impacts from external shock", according to Reuters.Micron (MU) said there may have been some tariff-related pull-ins by certain customers; customer inventory levels have been healthy overall across end markets.European & US indices trade modestly higher, ES +0.3%; Shell has “no intention” of making an offer for BP.DXY hammered amid reports Trump is to name a Powell successor early; a report which has also weighed on US yields.Crude trims initial gains, metals glean strength from the dovish Fed source report, USD weakness and Chinese commentary.Looking ahead, US Durable Goods, GDP Final (Q1), PCE (Q1), Jobless Claims, National Activity Index, Advance Goods Trade Balance, Wholesale Inventories, Banxico Policy Announcement, ECB's de Guindos, Schnabel, Lagarde; BoE's Bailey; Fed's Daly, Barkin, Hammack, Barr, Kashkari, Supply from the US, Earnings from Walgreens, Nike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Wall Street continued forward with the S&P 500 and the Nasdaq just shy of all-time closing highs. The major US indices benefitted from the continued ceasefire in the Middle East and weakening economic data which supports rate cuts. Fed will cut at the September meeting, not the July one. S&P 500 up 0.8%, Nasdaq up 0.97%. Dow rose steadily throughout the day, ended near high. Up 404 points. Most sectors up. REITS and Staples the exceptions, the former suffering after US new home sales fell to seven-month lows. Energy leading the charge, recovering from some of its recent drop following the Israel-Iran ceasefire. Financials also a big winner. Fed unveiled a proposal which would allow them to increase their leverage against low risk assets. Tech and Cyclicals also did well as risk-on sentiment dominates the market mood.Resources gained. Oil rose after recent declines, US demand. Dollar weakness benefited most commodities. Copper, zinc and tin all jumped over 1%.ASX to rise. SPI futures up 52 points (+0.61%). Resources to shine.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.
Welcome to another episode of the Start Scale Succeed podcast with your host, Nicole Higgins, the Buyer and Retail Coach. In this episode, Nicole is joined by Lauren Orlicky , co-founder of US Launchpad about the practicalities of launching your brand in the United States and how to do it the Easy Way Episode Highlights: - The Story Behind US LaunchpadLauren shares how her own e-commerce challenges inspired her to create US Launchpad—a company dedicated to helping brands expand into the US market without the overwhelming red tape of officially setting up a US entity. - Navigating the US Market as an International SellerLearn about the “international seller” route, a cost-effective and stress-free way to test your brand in the States, requiring only a US EIN (tax number) and a US dollar account—no US bank visits or 54 forms! - Sales Tax SimplifiedLauren breaks down how sales tax works for international sellers in the US, including navigating threshold laws (known as “nexus”), using tools like TaxJar on Shopify, and the surprisingly simple admin required. - What Products Are Flying Off Shelves in the US?Discover which UK/EU brands and product categories are resonating with American consumers— - Why Brand Messaging MattersNicole and Lauren discuss the importance of adapting your brand voice and marketing—Americans love “extra cheese,” and what feels salesy in the UK can truly resonate in the US. - Compliance, Packaging, and InsuranceIf you're a food or beauty brand, find out what it takes to meet US compliance, the difference between cosmetic and drug labeling, and how Lauren's team helps with the complicated world of US product liability insurance. - The Realistic Path to Success in the USLauren shares honest advice about managing expectations—most brands see true traction in the US after consistent effort for 10 to 12 months. Plus, why starting small, testing, and scaling are the keys to sustainable growth. - Fulfillment and Logistics Made EasyUS Launchpad provides hands-on, end-to-end support with warehousing, shipping, and even connecting you with US retail buyers—no minimum order volumes needed for US and Europe. https://uslaunchpad.co.uk https://www.uslaunchpad.co.uk/usplaybook http://linkedin.com/in/lauren-orlicky-78118b292 Host Nicole Higgins The Buyer and retail coach Nicole Higgins Links https://www.instagram.com/thebuyerandretailcoach/ https://www.linkedin.com/in/nicolehigginsuk/ https://thebuyerandretailcoach.com/ https://thebuyerandretailcoach.com/newsletter-sign-up/ https://thebuyerandretailcoach.com/free-discovery-call/ https://thebuyerandretailcoach.com/blog/ Sponsor Neon Digital Clicks Are you ready to scale your ecommerce store?This episode is brought to you by Neon Digital Clicks, the agency dedicated to helping kids' and family brands achieve explosive growth with high-performing digital marketing campaigns. Neon's new Runway to Results programme is a revolutionary paid-advertising service that will help you understand your brand's true potential and reach the heights of success you dream of. Over the course of 60 days, Neon's expert team will test and optimise your Meta and Google ad accounts to establish your business KPIs and optimum Cost Per Acquisition. At the end of the Runway period, they'll analyse your data to establish what profitable scaling looks like and arm you with knowledge, confidence and a clear plan for the next phase of your growth. If you're ready to elevate your e-commerce game, Neon is the navigator you need on your flight deck. https://runwaytoresults.com/ https://neondigitalclicks.co.uk/
Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.European bourses are mixed in quiet newsflow whilst US futures hold around the unchanged mark.USD looks to claw back recent losses. EUR/USD pulls back from multi-year high.USTs await Powell part 2 and details from the NATO summit; Bunds are pressured and currently towards session lows.Crude bid but still at the trough of recent parameters, metals marginally firmer.Looking ahead, US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli; Fed's Powell; US President Trump, Supply from the US, and Earnings from General Mills, Paychex, Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Mark Giambrone, Head of US Equities and Portfolio Manager/Analyst, Barrow Hanley Global Investors discusses why he remains optimistic about the market outlook despite the conflict in the Middle East and why he is staying overweight on AI investment plays. See omnystudio.com/listener for privacy information.
Wall Street recorded a mixed session as the initial euphoria of the Israel-Iran deal wore off and investors weighed Powell's second day of congressional testimony – it was nothing we had not heard before or weren't expecting, hardly market moving. S&P 500 flat, Nasdaq up 0.31%. Dow fell steadily throughout the day, but recovered somewhat during the final hour of trading. Ended mid-range, down 107 points. Most sectors negative. Tech the lone major positive standout, after Loop Capital raised Nvidia's price target to $250, lifting Nvidia 4.3% to record highs while other AI plays, such as Alphabet, also benefited, rising 2.3%. Healthcare and Financials also recorded more modest gains of 0.1%. Defensives struggled. REITS, Utilities and Staples all fell over 1%. No major corporate news to report, market in limbo at the moment.Resources gained. Oil steadied after sharp declines following the ceasefire. Dollar rather steady, commodity demand the key driver. Nickel, zinc and tin all rose over 1%.ASX to fall. SPI futures down 37 points (-0.43%). Gold and oil steady. Jobs data 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.
Sentiment bolstered after US President Trump announced a ceasefire agreement between Iran and Israel, effective 05:00 BST / 00:00 EDT.Though Israel claimed Iran had launched ballistic missiles and violated the agreement, which Iran has denied.USD softer as geopolitical premium recedes, attention now turns to Fed Chair Powell who testifies before the House.Bonds hold a bearish bias given latest Iran-Israel ceasefire; USTs are lower by a handful of ticks whilst Bunds are hit on updates via the German Finance Ministry.Crude clipped by the ceasefire, XAU loses its shine, base metals find a floor.Looking ahead, Canadian Inflation, US Consumer Confidence, NZ Trade, NATO Summit, NBH Policy Announcement, BoE's Bailey, Ramsden, Pill, Breeden; ECB's Lagarde, de Guindos, Lane; Fed's Powell, Hammack, Williams, Collins, Barr, Supply from the US, Earnings from FedEx, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Global markets rallied and investors celebrated after news of a ceasefire between Iran and Israel. The Dow Jones jumped 500 points, the S&P 500 edged near record highs, and the NASDAQ 100 hit an all-time high, helped by falling bond yields following comments from Jerome Powell. Oil prices tumbled 6% on the ceasefire news, and gold dropped 2% as demand for safe havens faded. Cruise operator Carnival raised its profit outlook, with the sector shrugging off recent jitters, while Uber launched its self-driving taxi service. Meanwhile, Coinbase shares soared as bitcoin hit a one-week high. Closer to home, Aussie shares are expected to post modest gains on Wednesday, ahead of key local inflation data. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Dilin Wu, Research Strategist, Pepperstone discusses what appears to be counterintuitive market responses to US intervention in the Middle East as well as Iran's strike on a US airbase in Qatar. She looks at what could drive oil prices in the near future. Produced/Presented: Ryan HuangImage: Geralt via PixabaySee omnystudio.com/listener for privacy information.
Wall Street rose for the second consecutive session as a ceasefire between Israel-Iran was declared by Trump and seemingly accepted by both parties - markets ran bullish with the narrative. Elsewhere, Jerome Powell appeared before the House Financial Services Committee and insisted he was not in a rush to cut interest rates as the effects from tariffs were yet to fully appear in the data, his stance contrasting against recent comments from other Fed officials which raised the possibility of a July cut. S&P 500 up 1.11%, Nasdaq up 1.43%. Dow rose steadily throughout the day, ending near the high. Up 507 points. Most sectors positive, Energy the exception, followed oil down, second consecutive day as worst performer. Tech was the best performer, chip stocks rose as risk-on sentiment was reignited, Nvidia (+2.6%) and Broadcom (+3.9%) up. Financials also did well with the Fed's annual health and stress checks looming - the major banks are expected to easily clear these. Healthcare also jumped above 1%. Defensives like Staples and Utilities recorded positive gains but were the laggards of the S&P 500 as a risk-on sentiment reigned.ASX to rise. SPI futures up 5 points (+0.06%). XRO cap raise and acquisition. Monthly CPI at 11.30amWant 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 confirmed the launch of “Operation Midnight Hammer”, which involved targeted strikes on Iranʼs nuclear facilities at Fordow, Natanz, and Isfahan.US President Trump warned that “many targets remain,” emphasising that the US had no desire for regime change but threatened larger future strikes if Iran failed to engage diplomatically.The Iranian parliament has approved the closure of the Strait of Hormuz after the US launched strikes against the countryʼs nuclear facilities. Iranʼs security body will make the final decision on whether to proceed with the plan, state television reported. Iranian Foreign Minister said “all options” are on the table.European bourses opened lower in reaction to US-Iran but some managed to climb into the green as the session progressed; US equities are modestly firmer.DXY benefits from the US attack on Iran and currently trades near session highs, JPY the clear G10 laggard.Brief upside in fixed income gives way to energy-induced inflation concern, bearish bias added to by the improving equity tone.Brent gapped higher by 5% at the open in reaction to US strikes on Iran, but has since entirely pared that move.Looking ahead, US Flash PMIs, ECB President Lagarde; Fed's Goolsbee, Kugler, Supply from EU, and Trump's National Security meeting.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump offered Iran a two-week window to monitor negotiations before deciding on military action.European stocks benefit from geopolitical optimism whilst US futures are slightly lower.DXY flat, JPY mildly boosted by Y/Y Core CPI beat.Two-way action for JGBs after reports suggest Japan plans to cut FY25 superlong JGB issuance by JPY 3.2tln, Gilts gap higher on retail sales but fade.Crude curtailed by negotiating updates, European risk tone weighs on gold.Looking ahead, US Philly Fed Business Index, Leading Index Change, Canadian Producer Prices & Retail sales, EU Consumer Confidence, Quad witching, Iranian Foreign Minister Araghchi meets with European Ministers, Holidays in Sweden, Finland, New Zealand.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European markets fell overnight as the BoE held rates at 4.25% on persistent inflation concerns. The headline level not expected to fall below 3% for the rest of the year. The Middle East conflict was highlighted as new uncertainty with potential to raise energy prices and inflation in turn. The decision was expected. Not the hawkish commentary.ASX set to fall. SPI futures down 23 points.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.
Firing between Israel and Iran continued overnight. Iran used a hypersonic missile, while no attacks were seen from the US. Risk recovered and oil waned off highs.US officials signalled that the next 24 to 48 hours would be critical in determining whether a diplomatic solution with Iran is possible -- or if the president might resort to military action instead, according to ABC.European bourses tread water amid geopolitical updates and the looming FOMC rate decision; US equity futures are modestly higher.USD gives back some of Tuesday's gains; Antipodeans lead whilst the CHF underperforms.Gilts initially pressured after CPI. More recently, modest bid into the green awaiting rhetoric from Iran's Supreme Leader.Crude softer as traders await updates from the US; XAU also on the backfoot.Looking ahead, US Building Permits, Housing Starts, Jobless Claims, Fed & BCB Policy Announcements, speakers include ECB's Nagel, Elderson, Lane, de Guindos, BoC's Macklem; Fed Chair Powell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump says he wants "a real end," with Iran "giving up entirely" on nukes”, via CBS's Jacobs.US President Trump says the EU is not yet offering a fair deal, there is a chance of a deal with Japan but they are "tough". Pharma tariffs coming soon.Stocks hit as Iran-Israel strikes continue and Trump posts that "everyone" should evacuate Tehran.FX markets in narrow ranges awaiting US Retail Sales; incremental strength in JPY post-BoJ, but Ueda sparked some weakness thereafter.Two-way action for JGBs; USTs just about firmer while EGBs & Gilts reside in the red.Crude moves higher as Trump cuts his G7 trip short and now awaiting developments from the situation in Iran.Looking ahead, US Export/Import Prices, Retail Sales, Industrial Production, BoC Minutes, G7 Leaders' Summit.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! You may or may not know exactly how much time, labor and ultimately money you spend each year managing weeds in outdoor and indoor production, but chances are it's a lot. If you don't have protocols and strategies in place for weed control, that can lead to even bigger issues. To discuss this topic, host Bill Calkins is joined by two guests from Envu—Dr. Janna Beckerman and Steve Larson—to talk through best management practices related to weed control and specifically the use of Marengo, a preemergence herbicide that not only controls more than 90 weeds (including broadleaf weeds, grasses and sedge) but also clocks in with residual activity for up to 8 months. It's labeled for use inside greenhouses and can be a key player in your greenhouse sanitation lineup. Envu's Janna and Steve have decades of experience in our industry and bring a lot to the table when it comes to the science behind greenhouse and nursery production, as well as the real-world application of products and strategies. When it comes to weed control in production settings, Janna said it best—the greatest cost is the cost of neglect. In this episode, the conversation starts with an overview of Envu's history and innovative product range before quickly moving into weed control in nursery and greenhouse production. From regionality and seasonality of weeds and their impact to application strategies for preemergence herbicides and keys to safe use, there's a lot to discuss. And with its residual staying power, wide range of weeds controlled and labeled indoor applications, Marengo (granular and liquid) is a product with benefits for just about every type of greenhouse and nursery operation. You'll want to listen all the way to the end of this episode to hear all the tips, tricks, research and anecdotal success stories the Envu team had to share! 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 Marengo Herbicide: https://www.us.envu.com/ornamentals/po/products/marengo VIDEO (English)— Marengo Application/Calibration: https://youtu.be/7ZbCBCfHnb8 VIDEO (Spanish)—Marengo Application/Calibration: https://youtu.be/DhiSEXDGAPk Envu Brochure—Nursery Weed Control: https://bynder.envu.com/m/5a01a4fcb5ddb3e7/original/Digital_TO_Nursey-Weed-Management_product-guide_NA_US_EN.pdf
Israel and Iran launched fresh attacks on each other's major cities, with exchanges of fire continuing into a third day on Sunday, according to multiple media outlets; Initial strength in crude now pared amid potential ceasefire efforts but no progress yet.Israeli drones on Saturday targeted the South Pars Gas Refinery and the Fajr Jam Gas Refinery, according to Tasnim News Agency.US President Trump posted on Truth Social on Sunday: "Iran and Israel should make a deal, and will make a deal, we will have PEACE, soon, between Israel and Iran! Many calls and meetings now taking place."European bourses modestly firmer across the board; US equity futures also higher, ES +0.4%.USD is on the backfoot, Antipodeans lead benefiting from the risk tone whilst havens lag.Bonds fade overnight gains as inflation dictates recent action.Looking ahead, G7 meeting, US NY Fed, OPEC MOMR, Speakers include ECB's Cipollone & Nagel, and Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Israel conducted pre-emptive strikes on Iranian nuclear and military targets; Iran warned that Israel and the US will pay a heavy price.Iran's President to speak on the subject soon; US President Trump urged Iran to "make a deal, before there is nothing left".Geopolitics driving all price action with crude posting significant gains & equities under pressure; ES -1.2%, Euro Stoxx 50 -1.4%FTQ ensued overnight, supporting fixed income and XAU; gold remains near best, but fixed has pulled back to Thursday's parameters.DXY on the front foot, but shy of Thursday's high, as the USD benefits from its haven status. JPY surprisingly softer vs USD. EUR and GBP both hit, antipodeans lag.Looking ahead, highlights include UoM Sentiment (Prelim), S&P to Review Germany's Credit Rating, Speakers including ECB's Panetta & Elderson. Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of The Adventure Capitalist, Cody and Austin spar over the LA riots and what they mean for California and the US. But first, they discuss the new war strategies that China is using around the world, which includes espionage within Russia and Ukraine, and possible bioweapons within the United States. Towards the end of the episode, they discuss the expensive US market and the recent skirmish between Trump and Musk. Enjoy! Chapters: 00:00 - Intro 01:06 - Welcome, Cody's newborn! 03:25 - China & Russia Disputes 09:39 - Chinese Citizen Bioweapon to US 17:44 - LA Riots 37:08 - Market Updates 42:32 - Elon vs Trump 45:30 - Outro Listen to this episode as a podcast: Spotify - https://open.spotify.com/show/0JJz3zm9VxxnRh6ClSdchJ iTunes - https://podcasts.apple.com/us/podcast/the-adventure-capitalist/id1753175673 Follow us on X: Austin - https://x.com/a_brawn Cody - https://x.com/CodyShirk
US President Trump said at a certain point, they will send letters out for countries to take or leave and will send those letters out in a week and a half.Geopolitics is driving newsflow as Iran was judged to have violated IAEA rules. An update which has sparked increasingly escalatory rhetoric.Given the above, equities are in the red with the DXY pressured and havens leading FX while EUR/USD hits a new YTD peak and XAU climbs.Crude pressured despite the above, given the gains seen on Tuesday, Trump's tariff rhetoric, ongoing OPEC+ action and the lack of specificity on what the Iranian response will be.EGBs benefiting from the risk tone, Gilts outperform after soft GDP. USTs in-fitting but with magnitudes more contained into data.Air India flight AI171 to the UK from Ahmedabad, India crashed outside the airport after takeoff. Craft was a Boeing (BA) 787-8 Dreamliner; Boeing lower by as much as 8% in pre-market trade.Looking ahead, highlights include US Initial Jobless Claims & PPI, ECB's de Guindos & Elderson, Supply from the US, Earnings from Adobe & Carnival.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of the European Market Brief, the host Mark Longo along with guests Russell Rhodes (Indiana University Kelley School of Business), Sophie Granchi (Eurex), and Patrik Herrmann (STOXX) delve into European derivatives markets, highlighting major indices like the Euro STOXX 50 and STOXX Europe 600. The discussion covers strategic insights into the unique trading opportunities and challenges in European equity markets compared to the US, touching on volatility trends and sectorial investments. The panel also answers listener questions, comparing VSTOXX with VIX, and explaining the impact of geopolitical events on volatility indices. 01:04 Welcome to the European Market Brief 02:31 Episode Three Kickoff & Meeting the Hosts and Guests 06:48 Diving into European Indices 08:48 Comparing European and US Markets 11:36 Exploring the Stocks Europe 600 19:50 Accessing European Markets 23:51 Overnight Desk: Market Activity 26:42 European Defense Sector Awakens 27:09 End User Insights from Sophie Granchi 27:59 Market Volatility and Client Behavior 30:03 Premium Harvesting in European Markets 32:39 VSTOXX and Volatility Trends 38:57 Listener Questions and Feedback 48:03 Closing Remarks and Resources
US Commerce Secretary Lutnick said they have reached a framework to implement the Geneva consensus; will return to the US to see if Trump approves.Chinese Vice Commerce Minister Li Chenggang said the two sides reached a consensus regarding the Geneva meeting; will report on the framework to leaders.European bourses are firmer this morning, though with Retail lagging; Stateside, futures are just into the red into CPI.DXY choppy but contained within Tuesday's parameters so far. Fixed benchmarks pressured into CPI, Gilts lag.Crude has seen notable two-way action on reporting around Iran. XAU edges higher, base metals mixed. Looking ahead, highlights include US CPI & Weekly Earnings, UK Spending Review, Speakers including ECB's Cipollone, Supply from the US, Earnings from Oracle.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US-China talks in London have commenced.US Commerce Secretary Lutnick says discussions with China are "going well"; talks to continue all day Tuesday.European stocks move lower ahead of US-China talks, FTSE 100 bid post-jobs data.GBP lags after jobs data which saw a slump in HMRC Payrolls and a further cooling in average earnings, USD ekes out mild gains.Gilts outperform as the UK labour market cools, USTs await US-China day two and 3yr supply.Crude is incrementally firmer, with XAU also modestly in the green.Looking ahead, US NFIB Business Optimism, EIA STEO, US-China Talks in London, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
A Chinese transport ship carrying electric cars across the Pacific Ocean catches fire and sinks, shades of the famous Felicity Ace that caught fire and sank three years ago in the Atlantic Ocean. The Chinese ship doesn't have a stripper name, but it sends the same message: transporting EVs by ship is dangerous and can cause ecologic disasters.Thanks to retired Ford CEO Alan Mulally the US has moved from using old-school and fuel sucking body-on-frame vans like the Econoline to fully embracing Euro-style unibody work/family vehicles like the Transit and Ram ProMaster. It's a huge transformation that happened over 15 years. Our trauma surgeon Dr Stephan Moran discusses a different safety advantage of self-driving cars: passengers in self-driving taxis don't have to worry about a driver they don't know victimizing them either during the ride of afterwards.The Audi TT was launched 25yrs ago as a 2000 model year car. When it hit the market it was an absolute sensation, and we pour some sugar on one of the greatest Audis of our generation.Everybody Wants to Rule the World turns 40 this year. OMG we can't believe it's been that long! Remember the car featured in the video? If you answered British Racing Green Austin Healey 3000 you win.#carsoncallpodcast #automobile #traumasurgeonsafety #audittmk1 #auditt #oneford #fordtransit #fordtransitconnect #felicityace #evtransporter #carsoncallpodcast #automobile #traumasurgeonsafety
US President Trump said they are very far advanced on a China deal ahead of high-level talks in London on Monday.US President Trump said he is thinking about the next Fed Chair and it is coming out very soon.European bourses are modestly lower in holiday-thinned trade; ES/NQ trade around the unchanged mark whilst the RTY outperforms.USD is on the backfoot, giving back some of Friday's NFP induced gains, Antipodeans lead.Bunds surge in early trade, dragging global fixed income higher.Crude is essentially flat with catalysts light, focus on Iran's counter offer to the US nuclear proposal.Looking ahead, ECB's Elderson, Holiday Closures in Switzerland, Norway, Hungary, Greece & Cyprus.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses trade flat/lower following the fallout of the dramatic Trump-Musk spat, but with traders setting their sights on the US jobs report.USD is slightly firmer in what has ultimately been a week of losses for DXY. EUR is trivially softer vs. the USD. JPY is the laggard across the majors.USTs are a touch higher ahead of the US jobs report and following yesterday's ECB-led losses. Bunds are attempting to atone for yesterday's downside. Gilts are being led by the upside in German paper.Crude Futures are subdued amid a firmer Dollar and overall cautious risk tone heading into the US job. Spot gold and silver are largely treading water. Base metals are mixed.Looking head, highlights include US NFP, Canadian Jobs, Speakers include BoE's Pill.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Chuck Zodda and Mike Armstrong discuss big investors shifting away from US markets. Americans are finally saving almost what they're supposed to for retirement. 3 mistakes to avoid when investing for retirement. How airline fees have turned baggage into billions. Ted Rossman, Bankrate, joins the show to share the results from a recent tipping survey.
US President Trump is to meet with German Chancellor Merz at 11:45EDT/16:45BST today.European bourses opened flat before climbing, which supported US futures, but are now off best.FX markets broadly contained as EUR awaits the upcoming ECB rate announcement.Bonds broadly trading near session highs, Bunds benefit after strong auctions from Spain/France.Crude prices stabilise after sinking post-Saudi report, technical breakout boosts spot silver.Looking ahead, US Jobless Claims, Challenger Layoffs, US International Trade, Canadian Trade, ECB Policy Announcement; BoE DMP, Danish Holiday, Speakers including ECB President Lagarde, BoE's Greene, Fed's Kugler, Harker, Schmid & BoC's Kozicki. Earnings from Broadcom & DocuSign.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
This week, we're diving deep into the news that Johnny Big is closing its U.S. website. What does this mean for the big & tall fashion industry? Bruce and Jody discuss this and more!Read Bruce's Article at Chubstr: https://chubstr.com/industry/johnny-bigg-us-shutdown/Johnny Bigg's Going Out of Business Sale: https://johnnybigg.comBeer of the Week:Bruce: Patagonia x Deschutes Kernza Lager: https://bit.ly/kernza-lagerJody: Begyle Blonde Ale: https://bit.ly/begyle-blonde-ale
EU Trade Commissioner Sefcovic says he had constructive talks with USTR Greer; are advancing in the correct direction at "pace".US President Trump's order to increase steel and aluminium tariffs to 50% has taken effect, aside from the UK. The UK is still subject to 25% tariffs on steel, with the UK failing to get the 0% tariffs promised in the US ‘deal' implemented in time.European bourses climb higher and currently at session highs; US futures are modestly higher with some outperformance in the RTY.USD is incrementally lower/flat, whilst Antipodeans lead the G10 list.Bonds are weighed on by upward revisions to PMIs, Gilts lag after US metal measures.Crude tilts higher with US-Iran negotiations seemingly at a stalemate.Looking ahead, US Composite/Services PMI Final, US ADP National Employment, US ISM Services, BoC & NBP Policy Announcements, Fed Beige Book, Speakers including Fed's Bostic, Cook & US Treasury Secretary Bessent. Earnings from PVH & Dollar Tree.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The EU did not receive a US letter demanding best trade negotiations offers by Wednesday, according to Reuters sources.European bourses opened higher but tilted lower as the Dutch Government collapsed; US futures also in the red.USD attempts to claw back recent losses, EUR/USD digests soft inflation data.10yr JGB sale bolsters bonds and Bunds see some modest action on EZ HICP; Fed speak ahead.Crude continues to gain while base metals falter on a recovering dollar and dismal Chinese PMI.Looking ahead, US Durable Goods, JOLTS Job Openings, RCM/TIPP Economic Optimism, Speakers including Fed's Goolsbee, Logan & Cook, ECB's Lagarde. Earnings from CrowdStrike, Hewlett Packard, Dollar General & NIO.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Petri Redelinghuys from Herenya Capital Advisors: With US markets brushing up against all-time highs, is it time to lean long – or start thinking short? Simon's uncovered a batch of IBS ETNs, each tracking surprisingly quirky and niche indices. Nerina Visser from ETFsa helps explain the story. Stacy Rouchos of Hobbs Sinclair talks trusts. They can be powerful tools, but when do you really need one?
US President Trump said he will double US steel and aluminum tariffs from 25% to 50%, effective June 4th.US Treasury Secretary Bessent said China is holding back products essential to the industrial supply chain and he believes President Trump will talk to Chinese President Xi very soon, according to a CBS interview.Crude soars on OPEC+. OPEC+ members that voluntarily restricted output agreed to a 411k BPD oil production increase in July, as expected, which could be paused or reversed subject to market conditions.Chinese Official PMI data over the weekend was mixed, with manufacturing improving as expected but non-manufacturing surprisingly easing, albeit slightly.Stocks mostly lower in reaction to Trump's steel tariffs and US-China commentary; ES -0.5%.Dollar in the doldrums as "sell America" trade seemingly back on the table.Bearish bias in the fixed complex awaiting ISM Manufacturing and Powell.Looking ahead, Canadian & US Manufacturing PMI Finals, ISM Manufacturing, Speakers including BoE's Mann, ECB President Lagarde, Fed's Logan, Goolsbee & Powell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump's advisers are considering a stopgap tariff regime if the court appeal against the tariff block fails, while the effort that the Trump administration is considering would allow tariffs of up to 15% for 100 days, according to WSJ.US Treasury Secretary Bessent said a couple of large deals are close. Furthermore, he said China talks are a bit stalled but believes they will have more talks in a few weeks and noted the EU's deal is in motion.European stocks opened with modest gains and have continued to build on that, whilst US equity futures are incrementally lower.DXY is firmer and towards session highs, JPY marginally benefits post-Tokyo CPI.USTs marginally lower/flat, two-way EGB action on prelim. inflation prints ahead of Germany's figure and US PCE.Crude is trading with modest gains given the risk tone and into weekend OPEC events, base metals move lower.Looking ahead, German Inflation, US PCE (Apr), Canadian GDP, S&P Credit Review on France, DBRS on Germany & Spain, Speakers including Fed's Logan, Bostic & Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
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.
Stocks boosted after NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.NVIDIA (NVDA) shares +6% pre-market following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip software to China, according to NYT.DXY firmer & havens broadly lag given the risk tone; USTs/XAU both in the red.Looking ahead, Highlights include US GDP 2nd Estimate (Q1), Core PCE Prices (Q1), Jobless Claims, SARB Policy Announcement, Swiss & Scandinavian Holiday, Speakers including Fed's Barkin, Goolsbee, Kugler & Daly, BoE's Bailey & Breeden, Supply from the US Earnings from Marvell, Costco, Dell, Gap, ULTA, Foot Locker, Best Buy & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses opened mixed but now in the red, US futures also lower ahead of NVIDIA results.USD is fractionally extending on Tuesday's upside, Kiwi leads after RBNZ delivers a hawkish cut.40yr JGB auction weighs, awaiting US supply & FOMC Minutes.Energy markets await JMMC/OPEC+; Metals tread water.US President Trump says Canada joining the Golden Dome is free if they are the 51st State, adding "They are considering the offer!".Looking ahead, US Richmond Fed Index, FOMC Minutes, OPEC+/JMMC, Speakers including BoE's Pill, Supply from the US, Earnings from NVIDIA, Salesforce, Abercrombie & Macy's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
New York Stock Exchange President Lynn Martin discusses the “unprecedented” levels of volume following “Liberation Day” and her optimism for IPOs as she sees the pipeline “just shifted out” to the second half of the year. She speaks with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.
Could New Zealand's next big export be alcohol free wine laced with the natural stress relieving ingredient catnip for pets? Kiwi company Muttley's Estate is already making a range of vintages with the garden herb that is known to help the mood of cats and calm anxiety in dogs. It's now looking to the lucrative American market where it said there is increasing demand for premium products for fur friends. Muttley's Estate director, John Roberts spoke to Lisa Owen.
The EU set to focus on critical sectors in a bid to avoid US tariffs, according to Bloomberg sources.Stocks in the green and generally at session highs; NQ +1.7%.USD attempts to atone for recent losses, JPY weighed on by a pullback in domestic yields.Bonds bid and yields slump on MOF sources, Gilts outperform on this & reports that the UK will be shifting to shorter-term borrowing in order to lower its interest bill.Crude uneventful ahead of OPEC+ whilst precious and base metals slip.Looking ahead, US Durable Goods & Consumer Confidence, NBH Policy Announcement, Supply from the US, Earnings from AutoZone.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Jacob and Rob dive into the shifting mood in U.S. markets, as post-"Liberation Day" volatility gives way to a more constrained and uncertain fiscal landscape. They unpack the massive implications of the Trump administration's budget bill, surging yields, and declining investor confidence. The conversation then pivots to Chinese biotech, where Jacob raises the alarm about America's declining edge in R&D, regulation, and talent retention. What follows is a sobering look at cultural skepticism, institutional decay, and whether the U.S. still believes in scientific progress. It's glum, sharp, and deeply thoughtful. They promise to be more cheerful next time.--Timestamps:(00:00) - Introduction and Episode Overview(00:38) - Current State of the US Market(02:32) - US Fiscal Policy and Economic Outlook(05:58) - Comparing US and Chinese Economic Strategies(16:41 The Future of US and Chinese Biotech(33:05) - Challenges in Biotech and Med Tech(33:46) - China's Capital Allocation Advantage(34:43) - Impact Capital and Social Investing in the US(36:37) - Historical Context of US Social Welfare(39:31) - US Biotech Industry's Unique Position(41:24) - Immigration and Talent in US Research(45:04) - Public Perception of Science and Progress(50:37) - China's Rise and US Decline: A Balanced View(52:13) - Local Resistance to Tech Development in the US(57:36) - Concluding Thoughts on US-China Relations--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
If you're struggling to hire high-performing recruiters across multiple cities or regions, the issue might not be your comp plan—it's your value proposition. In this episode, I sit down with Lisa Dixon of FIFTEEN WEST to unpack a strategy that more recruitment agency owners need to use: customizing your EVP (Employee Value Proposition) based on location. Lisa shares hard-won insights from helping dozens of UK recruitment firms expand into the U.S. market. She reveals what actually moves the needle when it comes to attracting top talent, from wellness perks in New York to parking subsidies in Houston. If you want to build a high-performing team across multiple geographies, this episode is a must-listen. Episode Outline and Highlights [03:25] Lisa shares how they founded FIFTEEN WEST. [09:45] Discussion on strategies for US Market entry. [18:59] Compensation differences and challenges between the UK & US recruitment markets. [29:59] An Attractive employee value proposition to attract the best talent. [32:57] Discussion on tech stack and offshoring certain delivery functions as an option for recruitment companies. [37:55] How 11 Investments recently acquired FIFTEEN WEST. [46:27] Aha moments: Key learnings from working with a bigger business that has been further in the journey. Strategies When Expanding to the US Market As a rec-to-rec firm, FIFTEEN WEST initially focused on helping UK-headquartered businesses to expand to America. They have eventually moved to the US as a strategic effort to become an embedded recruitment partner across their clients' global operations. Doing so is not easy, so I wanted to pick the strategies that Lisa and her team applied when transitioning to the US market. If you are also planning to establishing an office physically within the US, below are the things that Lisa learned that you may want to keep in mind: Leadership Deployment: One proven method was sending a founder or long-tenured employee to launch the U.S. office, ensuring the company's DNA and values were transplanted effectively. This model was described as the most successful—helping set culture, hire locally, and scale faster. Tailored Unique Value Proposition: One main differences that Lisa pointed out is the commission and base salary structure. To get the best recruiters and talents, they adapted their commission structures and incentives for the U.S. market, realizing early on that what worked in the UK didn't translate directly. Market Culture Adaptation: Lisa recognized that the U.S. market is more pragmatic and transactional—clients care less about past success and more about current candidates delivery. Overall, Lisa emphasized cultural embedding, leadership presence, and operational agility to navigate the distinct dynamics of the American recruitment market.
My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the time, CAS had only four positions. This conversation is different to our typical episodes. We start by talking about Cliff's investing philosophy but the bulk of this long discussion is a case study into his remarkable investment in Carvana. Cliff is one of the biggest investors in the business, which had a market cap over $60 billion in 2021, then fell 99%, survived, and now has a market cap approaching $50 billion again. While I hosted Carvana's CEO, Ernie Garcia, last year to get the inside perspective on managing through such turbulence, today we hear the investor's side of this extraordinary story. It is a singular episode and there are so many lessons in this rare opportunity to hear a major investor describe his decision-making process at every stage of the journey. Please enjoy my great conversation with Cliff Sosin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:00:32) Early Career and Discovering Investing (00:01:18) Journey Through Financial Firms (00:01:49) Starting the Firm and Initial Challenges (00:03:41) Investment Philosophy and Market Realities (00:05:07) Building the Firm and Investor Relations (00:07:23) Defining a Good Business (00:12:31) Contained vs. Uncontained Businesses (00:15:30) Mental Models and Market Insights (00:30:13) The Role of ESG in Investing (00:34:26) The Carvana Investment Story (00:41:01) The Complexity of Car Transactions (00:41:43) Carvana's Real Estate and Logistics Network (00:44:12) Reconditioning and Selling Cars (00:45:16) Carvana's Financing and Customer Service (00:46:43) Economies of Scale and Trust (00:49:40) Challenges and Management Insights (00:59:07) Operational Issues and Market Challenges (01:18:56) Questioning Carvana's Sales Strategy (01:19:17) The Role of Word of Mouth in Carvana's Growth (01:20:28) Identifying Early Adopters (01:21:00) The Impact of Market Conditions on Carvana (01:22:10) Carvana's Operational Challenges (01:23:10) Cutting Costs and Organizational Efficiency (01:27:19) The Apollo Deal and Debt Restructuring (01:28:23) Personal Reflections on Investment Decisions (01:34:21) The Psychological Toll of Investment (01:45:16) Future Investment Strategies and AI (01:49:48)The US Market and Investment Opportunities (01:54:51) The Kindest Thing Anyone Has Ever Done For Cliff
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump's First 100 Days: Achievements and Challenges – President Trump celebrates 100 days in office with mixed polling results. While Democrats move to impeach him, fresh data shows Trump is still preferred over Democrats on key issues like immigration and national security. Meanwhile, the U.S. economy shows resilience despite tariff pressures, though supply chain concerns loom. Border Security Milestone: Near Total Control Achieved – Only nine migrants have been released into the U.S. during Trump's term so far, compared to 9,000 daily under Biden. The administration is also building a massive new database to target millions of illegal immigrants for deportation. Houthis Use Chinese Intel to Strike U.S. Navy – A Chinese satellite company supplied intelligence that helped the Houthis target the USS Harry Truman in the Red Sea, leading to the loss of a $60 million Navy jet. Bryan calls for a tougher U.S. response to China's proxy aggression. Spain's Massive Blackout Raises Cyberattack Fears – Spain suffers a nationwide power outage, prompting concerns about Russian cyberattacks and vulnerabilities tied to green energy dependence. Bryan warns listeners to prepare for disruptions. China's Sneaky Plan to Evade Trump Tariffs – Chinese companies are working through Indian intermediaries to bypass U.S. tariffs, highlighting both the resilience of global markets and the need for a more effective American reshoring strategy. Bryan proposes offering Indian companies incentives to establish factories in the US instead. Get the facts, the analysis, and the truth - only on The Wright Report. "And you shall know the truth, and the truth shall make you free." - John 8:32