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U.S. stocks have surged to fresh records, with the S&P 500 breaking above 6,500 for the first time, powered by resilience in tech and optimism around Fed policy. Nvidia’s blockbuster growth highlights the relentless demand for AI chips, while upward GDP revisions underscore the scale of corporate investment in software and equipment. At the same time, small caps are outperforming as markets price in a faster pace of Fed rate cuts. Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, unpacks the signals behind the rally. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

US equity markets recorded modest gains, with the S&P 500 climbing above 6,500 for the first time as investors digested Nvidia Corp's (down -0.79%) second quarter result after the closing bell of the previous session, stronger-than-expected economic growth figures and eyed inflation figures tonight AEST - Dow added +72-points or +0.16%, with American Express Co (up +1.40%), Cisco Systems Inc (+1.45%) and Salesforce Inc (1.75%) all rising over >1%.

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

Christine Short, Vice President of Research, Wall Street Horizon discusses how markets are reacting to Trump's stepping up of pressure on the Central Bank with his decision to fire Fed Governor Lisa Cook over allegations of mortgage loan fraud. She also examines how retailers are coping with tariffs and where consumer spending sentiment is heading. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Kyle Rodda, Senior Financial Market Analyst at capital.com discusses Nvidia's tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence (AI) spending is slowing. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

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

Michele Schneider, Chief Strategist, MarketGauge Group discusses the takeaways for wider markets with the Trump administration taking a 10 percent stake in chipmaker Intel. This comes as White House economic advisor Kevin Hassett says this is part of a broader strategy to create a sovereign wealth fund that could include more companies. She also takes a closer look at Nvidia ahead of its earnings, and why she still like Novo Nordisk despite recent negative headlines. Produced/Presented: Ryan HuangImage by 3D Animation Production Company from PixabaySee omnystudio.com/listener for privacy information.

On this week's episode of The Stock Doctor Podcast, I discuss:1. Why Fed Chair Jerome Powell's speech at the Jackson Hole Summit was a positive catalyst for US markets even as the AI trade showed signs of fatigue,2. The horrible Q1 Earnings delivered by India Inc., and What It Means for Investors, and3. Why I continue to remain bullish on Google-parent Alphabet (ticker: GOOGL)Thank you once again for listening. The Stock Doctor Podcast is going on an extended break due to my multiple critical commitments. The show will be back end of September, in time to celebrate it's 4-year anniversary. See you soon! 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.

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

Ryan Detrick, Chief Market Strategist, Carson Group, discusses why investors may not need to be too concerned about a fifth straight day of losses for the S&P 500 and tech stocks; how markets reacted to Walmart earnings; Fed Chair Powell's upcoming speech at Jackson Hole; and latest details about the US-EU trade agreement. Produced & Presented by Emaad AkhtarSee omnystudio.com/listener for privacy information.

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

Ben Emons, Chief Investment Officer, FedWatch Advisors, analyses another gloomy session for tech stocks; Palantir's sliding fortunes and concerns about over-valuation, the highlights from Q2 earnings for Target and Lowe's; and the takeaways from the Fed's July meeting minutes. Produced & Presented by Emaad AkhtarSee omnystudio.com/listener for privacy information.

A brief look at financial markets with Bokor In the Morning brought to you by Steve Bokor at Ventum Financial Corp. a member of SIPC

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

European bourses opened lower but have clambered back to the unchanged mark; US futures remain on the backfoot.DXY is flat, GBP digests hot UK CPI, NZD lags after the RBNZ delivered a dovish 25bps cut.RBNZ lowered the OCR by 25bps as expected, cut its OCR forecasts across the projection horizon and voted on the options of either a 25bps or 50bps reduction.USTs underperform into 20yr auction, Bunds bid on German Producer Prices, Gilts initially lagged on CPI but now firmer.Looking ahead, highlights include FOMC Minutes, Speakers including Fed's Bostic, Waller and reported Fed Chair candidate Zervos, Supply from the US, Earnings from Target.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Nadine Terman, CIO & CEO, Solstein Capital, discusses the latest market sell-off after Big Tech stocks disappoint; Softbank's $2 billion lifeline for Intel and the US government weighing up a potential 10% stake in the chipmaker; what this week's retail earnings could reveal about consumer spending as well as the housing market; and what we can expect at the Jackson Hole Symposium. Produced & Presented by Emaad AkhtarSee omnystudio.com/listener for privacy information.

US President Trump posted that he had a very good meeting with Ukrainian President Zelensky and European leaders, which ended in a further meeting in the Oval Office and during the meeting, they discussed security guarantees for Ukraine, which would be provided by the various European countries with coordination with the US. In the aftermath, crude trades lower.Russia's Kremlin said US President Trump and Russian President Putin held a phone call in which they discussed the idea of exploring the possibility of raising the level of Russian and Ukrainian representatives in the negotiations.S&P affirmed the US at AA+; Outlook Stable, S&P added that the revenue from President Trump's tariffs will offset the fiscal hit from his recent tax-cut and spending bill.European bourses opened cautiously optimistic in the aftermath of the Trump/Zelensky/EU leaders meeting, but have gradually climbed higher; US equity futures trade tentatively.Tentative trade across FX while CAD eyes CPI. Fixed Income also trade tentatively, but have been moving higher in recent trade.Looking ahead, US Building Permits & Housing Starts, Canadian CPI, Atlanta Fed GDPNow, Comments from Fed's Bowman, Earnings from Home Depot.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Steve Bannon once described Donald Trump's media strategy as “flooding the zone” — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift through tariffs, trade wars, and endless headlines. In this mid-year edition of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong CEO & CIO Tyler Mordy to cut through the noise. They unpack why tariffs haven't bitten markets harder, how a weakening US dollar is shifting capital flows, and what looming Fed rate cuts could mean for investors. With international equities strongly outpacing the US in the first half of 2025, Tyler makes the case for diversification in a world where the global cycle is finally broadening out.   Chapters 00:00 Introduction to Global Thinking Podcast 02:39 Mid-Year Market Review and Investor Mindset 05:53 The Impact of Tariffs and Trade Wars 10:48 International Markets vs. US Markets 18:10 China's Economic Landscape and Deflationary Forces 23:59 Trade Relations and Future Prospects 27:42 The Federal Reserve and Economic Predictions 30:28 Final Thoughts on Global Diversification   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com  

Steve Sosnick, Chief Strategist, Interactive Brokers discusses why investors appear to be more sensitive to good news and reacting less to bad news. This comes as a surprise reading last week in with a +0.9% monthly jump in both the headline and Core Producer Price Index levels - which stocks had generally yawned at.See omnystudio.com/listener for privacy information.

Trump hailed great progress at Putin meeting, but one or two significant items; no ceasefire was achieved.Trump to meet with European leaders and Zelensky later today; Zelensky supports trilateral meeting between Ukraine, the US and Russia.Kremlin said a trilateral summit with Ukraine was not discussed yet and there is no date set for another Trump-Putin meeting.European bourses are modestly lower in the aftermath of the Trump-Putin summit; US futures are mixed/modestly lower.DXY edges higher, EUR subdued post Trump-Putin, Antipodeans resilient.Bonds are bid, in-fitting with the apprehensive risk tone into an evening of US meetings.Crude complex initially little changed but now firmer ahead of US-Ukraine/EU/NATO today.Looking ahead, US President Trump meeting with Ukrainian President Zelensky and European Leaders. Commentary from Fed's Bowman.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Trump and Putin will meet in Alaska at 20:00BST/15:00ET, Trump will then depart just under seven hours later.European bourses began with gains, Euro Stoxx 50 +0.4%; follows a mostly higher APAC handover as soft Chinese data was shrugged off.US futures firmer, but have drifted off best in the European morning, ES +0.1%; UNH +12% and INTC +4.5% in the pre-market.USD gives back some of its PPI-inspired gains, JPY tops the G10 leaderboard after domestic data.A contained start for USTs into Tier 1 data points and the Alaska summit, Bunds dipped on the constructive European risk tone.Crude benchmarks lower despite the tone and USD, looking to the Putin-Trump meeting; XAU firmer.Looking ahead, highlights include US Retail Sales (Jul), US University of Michigan Prelim (Aug), Import/Export Prices (Jul), Industrial Production (Jul), Atlanta Fed GDP, Fed's Goolsbee, Trump-Putin summit & Press Conference.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Russian Kremlin's Ushakov says Alaska summit will begin at 11:30 local time on Friday (20:30 BST/15:30 EDT)European bourses are modestly firmer, US futures hold around the unchanged mark into PPI.USD sell-off pauses for breath ahead of PPI, Yen rises on Bessent BoJ comments.JGBs lag as Japan reacts to Bessent, USTs await PPI.Crude ekes mild gains as attention turns to Trump/Putin.Looking ahead, US PPI (Jul), Jobless Claims, Speakers include Fed's Barkin. Earnings from Applied Materials.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are firmer across the board; US futures are also higher, but with outperformance in the RTY.Dollar extends its post-CPI decline, leading to broad strength across G10s; Kiwi outperforms.Bonds are bid and approaching Tuesday's highs, as focus turns to geopols.Crude is subdued, gold kept afloat, and base metals flat; focus on Trump/Putin on Friday.Looking ahead, BoC Minutes, US President Trump is to meet with E3 and Ukraine, Speakers including Treasury Secretary Bessent, Fed's Barkin, Goolsbee & Bostic. Earnings from Cisco.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are modestly firmer, whilst US futures trade on either side of the unchanged mark into US CPI.DXY flat, GBP rises post-data, EUR choppy, and AUD narrowly lag post RBA.USTs/Bunds rangebound into US CPI, whilst Gilts lag after jobs data.Crude is choppy with focus on Russia-Ukraine with Zelensky flagging a fresh Russian offensive ahead of Friday talks.Looking ahead, US CPI (Jul), EIA STEO, OPEC MOMR, Speakers including, Fed's Barkin & Schmid, Earnings from CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he will meet with Russian President Putin on August 15th in Alaska; White House is considering inviting Ukrainian President Zelensky.Fed's Bowman (voter) said that the latest job market data reinforces her forecast for three rate cuts this year.Fed Chair list now said to include former St. Louis Fed President Bullard and former George W. Bush adviser Sumerlin, according to WSJ.European bourses opened firmer but dipped lower as the risk tone deteriorated, US futures are mixed; NVIDIA -1% & AMD -2% to pay 15% of Chinese chip sale revenue to US Government.Choppy trade in FX amidst quiet newsflow ahead of this week's risk events; DXY is flat.Bonds are bid as the risk tone deteriorates ahead of a packed weekly docket; Gilts outperform.Crude initially subdued on the US-Russia meeting, but now flat; XAU continues to edge lower currently around USD 3,356/oz.Looking ahead, highlights include BoC SLOS (Q2).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

POTUS suggested there will be no India tariff talks until things are resolved; Bessent said China tariffs can be on the table "at some point".European bourses are mostly incrementally firmer in quiet newsflow; US futures are also marginally higher, with some mild outperformance in the RTY.DXY is modestly higher, paring some of the downside seen in the prior day; JPY underperforms.Bonds hold a slight bearish bias, Gilts in focus and lagging pre-Pill.Initial downward bias in crude complex has since reversed, to trade slightly higher; XAU flat.Looking ahead, Canadian Jobs Report (Jul), Japanese LDP Joint Plenary Meeting, Speakers including BoE's Pill & Fed's Musalem, Earnings from fuboTV, Tempus AI, Wendy's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Kremlin Aide Ushakov says an agreement has been reached to hold a meeting with US President Trump and Russian President Putin in the next few days.Stocks have been boosted after a Kremlin aide confirmed Trump and Putin are to meet.USD is broadly weaker, Antipodeans lead whilst the GBP eyes BoE rate cut.Gilts modestly lower into the BoE; initial upside in Bunds have now since pared.Crude was pressured amid optimism surrounding Russia-Ukraine, but downside has since pared.Looking ahead, US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atlanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are modestly higher alongside US futures, RTY outperforms a touch.USD is steady as markets ponder Trump's Fed Chair nominee; Antipodeans lead whilst havens lag.Gilts hit by the latest assessment of Reeves' fiscal situation, USTs await supply & Fed speak.Crude rises as secondary Russian oil sanctions loom alongside US-Russia talks.Looking ahead, Fed's Collins, Cook and Daly, Supply from the US, Earnings from AppLovin, DraftKings, Airbnb, Lyft, Uber, Shopify, Walt Disney, McDonalds.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall Street rebounded overnight as investors digested a wave of corporate earnings. Apple helped lift the Nasdaq, boosted by optimism around increased investment in domestic manufacturing. McDonald’s shares rose after the fast food giant returned to sales growth, thanks to popular budget meal deals. Yet not all earnings impressed. AMD slipped as China concerns overshadowed its upbeat AI outlook while Walt Disney also dropped, forecasting lower earnings ahead. Match Group announced a $50 million investment, citing a rosy outlook for the online dating market. In commodities, oil prices slid to an eight-week low on continued uncertainty around US-Russia relations. Back home, the ASX is expected to ease from record highs, as falling commodity prices weigh on local shares. 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.

European and US equity futures are modestly firmer, into a slew of earnings.USD is firmer vs. peers but still very much lower post-NFP; havens lag a touch.Bonds trade with a marginally bearish bias into a packed afternoon.Crude complex is on the backfoot and currently at lows, with XAU pressured by the Dollar.Looking ahead, Global Composite and Services Final PMIs, Canadian Trade, US ISM Services, International Trade Balance, RCM/TIPP Economic Optimism, Atlanta Fed GDPNow, New Zealand Jobs, Supply from the US. Earnings from AMD, Arista Networks, Snap, Pfizer, Caterpillar, Bper Banca & Telecom Italia.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this inspiring episode, Vinney Chopra sits down with Badri Hebsur, a UK-based entrepreneur and real estate investor who built a multimillion-dollar property portfolio from scratch. Starting with rundown flats while working a full-time job, Badri steadily scaled his wealth through value-add real estate strategies. Today, he manages over £7 million in assets and has successfully expanded into the senior living sector, transforming a 33-bed nursing home into a thriving business.   Listeners will discover:

US President Trump said on Sunday that he will announce a new head of the BLS in the next three or four days.US President Trump said he is to announce a replacement for Fed's Kugler in the next couple of days after Kugler resigned on Friday.OPEC+ said in a statement that eight members are to raise oil output by 547k bpd in September, citing steady global economic and current healthy market fundamentals; crude slips.European bourses are mostly higher, but with clear underperformance in the SMI as the region returns from holiday; US futures are broadly higher.USD is attempting to claw back some of Friday's lost ground; havens lag with clear underperformance in the CHF.Bonds are paring the NFP upside, but with focus on dovish implication of Fed's Kugler resignation & the BLS firing.Looking ahead, US Employment Trends (Jun), Durable Goods R (Jun) & Factory Orders, Earnings from Palantir, Hims & Hers, Wayfair, BioNTech & Tyson Foods. Holiday: Canadian Civic Holiday.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Amid growing uncertainty in the U.S. regulatory landscape, sponsors are increasingly looking to ex-U.S. markets as a strategic way to reduce clinical trial risk and maintain momentum. In this episode, Novotech experts Renita Hite and Scott Schliebner discuss how biotech and small to mid-sized pharma companies are adapting their global trial strategies—leveraging regions like APAC and Eastern Europe for faster startups, strong data quality, and significant cost savings. They explore: -Why sponsors are increasingly looking outside the U.S. amid regulatory and political uncertainty -Key benefits of ex-U.S. regions like APAC and Eastern Europe, including speed, quality, and cost savings -Strategic considerations for integrating global sites into clinical development plans -Common pitfalls and risk mitigation strategies when operating in international markets -How ex-U.S. trials support greater flexibility and resilience heading into 2025–2026 This episode is part 3 of 4 in the series “Navigating Regulatory Changes & Market Dynamics: CRO Perspectives on the Future of Clinical Trials”, featuring insights from Novotech on evolving trends impacting global clinical development. Stay tuned for the next episode, where we'll continue exploring the key forces shaping the future of clinical trials. Listen to part 1 here: Podcast Series: Navigating Regulatory Changes & Market Dynamics: CRO Perspectives on the Future of Clinical Trials Listen to part 2 here: Podcast Series: Navigating Regulatory & Market Shifts — CRO Perspectives on Clinical Trials

US President Trump announced tariffs on countries ranging from 10%-41% including a tariff rate of 10% for Brazil, 30% for South Africa, 20% for Taiwan and 25% for India. Canada's tariff increased from 25% to 35%, while Mexico received a 90-day extension of the current tariff rates.Japan eyes a 15% rate for the US chip tariff, on par with EU, with Japan's trade negotiator stating Japan should be able to secure a 15% rate for the new sectoral tariff the US is planning to impose on chips, according to Nikkei.European and US indices are entirely in the red in reaction to the Trump's latest tariff levy; AMZN -8% & AAPL +2% post-earnings.USD is broadly firmer vs. peers as NFP looms large; CHF/NZD pressured after the respective countries received tariff hikes.USTs are near enough flat, Bunds are softer but unreactive to HICP, Gilts heavy.Crude is on the backfoot, gold awaits NFP, copper stable.Looking ahead, Global Manufacturing PMI (Finals), US NFP, ISM Manufacturing, UoM Sentiment Final, Atlanta Fed GDPNow, Speakers including Fed's Bowman, Waller (Unconfirmed), Hammack.Earnings from, Earnings from Exxon, Chevron, Regeneron & Colgate.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

BoJ maintained rates as expected, raised growth and inflation outlook. Continued to note uncertainty over trade; Ueda said, no large change to central outlook that growth pace will slow down and underlying inflation stalls.US President Trump announced that South Korea will be subject to a 15% tariff and make USD 350bln in investments in the US.European bourses opened higher but have waned off best levels, NQ outperforms after stunning earnings from META +12% & MSFT +8%.Ongoing USD rally pauses for breath ahead of PCE, JPY pressured after BoJ Governor Ueda.JGBs boosted by Ueda, USTs towards the post-Powell lows into PCE.Crude lacklustre, Gold benefits from haven flows & copper dented by Trump tariff details.Looking ahead, US Challenger Layoffs, PCE (Jun), Jobless Claims, Employment Wages, Chicago PMI, Atlanta Fed GDPNow, Canadian GDP, SARB Policy Announcement.Earnings from Apple, Amazon, Strategy, Coinbase, Reddit, Riot, Cloudflare, Roku, CVS, Roblox, AbbVie, Norwegian Cruise Line, Cigna, Howmet Aerospace, Mastercard & PG&E.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of iGaming Daily, brought to you by Optimove, host Jessica Welman, Managing Editor at SBC, alongside Media Manager, Charlie Horner, as they explore DraftKings' turbulent July, highlighted by a $450,000 fine from the Massachusetts Gaming Commission (MGC) for credit card deposit violations. Listeners will get a front-row seat to the 10-hour MGC hearing that exposed critical regulatory concerns in Massachusetts' sports betting ecosystem. Discover the legal nuances behind DraftKings' promotional practices, including their recent courtroom victories and costly setbacks in states like Connecticut and New York. Commissioner Eileen O'Brien's sharp prosecutorial style also takes centre stage, raising important questions about compliance, enforcement, and the evolving standards for sportsbook operators nationwide.The two then pivot to a broader industry trend: the steady retreat of European iGaming operators from the American market. Betfred's quiet departure from Nevada and Pennsylvania is just the latest signal of trouble for international brands facing fierce competition and high barriers to entry. Host: Jessica WelmanGuest: Charlie HornerProducer: Anaya McDonaldEditor: James RossiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

European bourses are mixed amidst a slew of earnings, US futures flat/firmer ahead of a busy data docket and earnings from Meta and Microsoft.USD rally pauses for breath as markets await Q2 flash GDP and FOMC.USTs contained into numerous US events, Bunds were little moved by national and EZ-wide GDP metrics.Crude takes a breather after Tuesday's rally while gold holds around the unchanged mark.Looking ahead, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers. US Quarterly Treasury Refunding Announcement.Earnings from Airbus, Vinci, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are broadly in the green, alongside strength in US futures ahead of a busy earnings slate.USD is firmer, EUR/USD's descent continues as markets digest the EU-US trade agreement.USTs await data and a 7yr auction, Bunds are on the backfoot giving back some of the prior day's upside.Crude resumes upside while metals are hampered by the Dollar.Looking ahead, highlights include US JOLTS Job Openings, Advance Goods Trade Balance, Wholesale Inventories Advance, Consumer Confidence, Dallas Fed Services Revenues, Atlanta Fed GDPNow, ECB SCE, Supply from the US, Earnings from Kering, Banca Generali, Terna, Grifols, Visa, Marathon Digital, Starbucks, Booking, UnitedHealth, Sofi, Paypal, UPS, Spotify, Merck, Nucor, JetBlue, Procter & Gamble.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

EU and US agreed on a trade deal with 15% tariffs; EU to buy USD 750bln in US energy, and make USD 600bln in investments.EC President von der Leyen later confirmed the 15% rate is for a vast majority of EU exports including cars, semiconductors and pharmaceuticals; 50% tariff on steel and aluminium remains.US and China are expected to extend the trade truce by 90 days, according to SCMP. Reuters suggested that talks are to begin in the “afternoon” in Sweden.European bourses cheer EU-US trade deal, but are off best levels; US futures are modestly higher.DXY picks up and EUR pulls back as participants digest the EU-US trade deal, whilst Antipodeans lag.Bonds were initially hit on the EU-US trade deal, but have since reversed to trade firmer on the session.Crude picks up on trade optimism and into OPEC+ JMMC, gold remains steady.Looking ahead, Dallas Fed Manufacturing Business Index, Treasury Financing Estimates, OPEC+ JMMC, US and China talks in Stockholm, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Looks like the decision to go full steam ahead and focus on music has been the right one for Joel Shadbolt and L.A.B. In the time since he stepped back from teaching, the band's won awards, released new albums, and has just released their summer schedule that will see them tour both New Zealand and Australia. They'll be performing alongside Stan Walker and Corrella for three shows in Auckland, Tauranga, and the Gold Coast. Shadbolt told Mike Hosking they've toured with Walker a few times now, and he's a great addition to their summer line up. LISTEN ABOVE See omnystudio.com/listener for privacy information.

In this episode, Karl Eggerss explores the resilience of today's financial markets, offering insights into investor behavior and market speculation. He emphasizes the importance of diversification, dynamic portfolio management, and strategic financial planning in navigating uncertainty. Karl covers key topics such as international equities, cryptocurrencies, AI-driven investments, and interest rate trends, explaining how each can impact portfolio performance. He also stresses the need to adapt investment strategies to shifting market conditions and highlights how comprehensive planning can help optimize long-term returns. 02:31 Current Financial Market Overview 04:25 Investment Strategies and Portfolio Management 07:56 International vs. US Markets 17:37 Cryptocurrencies and Market Dynamics 24:52 Conclusion and Final Thoughts

US President Trump said he spoke with Fed Chair Powell on rates and the meeting was productive, while he noted that there was no tension and he repeated several times that he believes Powell will do the right thing.European bourses are under pressure but off worst levels, LVMH +4% post-earnings; US futures trade mixed around the unchanged mark.DXY is a touch higher, JPY lags, GBP digests retail sales miss.USTs essentially flat, Bunds weighed on by continued ECB repricing.Gold loses its shine while Crude remains rangebound awaiting the next catalyst.Looking ahead, US Durable Goods, Atlanta Fed GDPNow. Earnings from AutoNation & AON.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.European bourses continue to gain, albeit are off best levels; US futures mixed, GOOGL +3%, TSLA -6% in pre-market trade.GBP lags on soft PMIs, EUR eyes ECB and potential EU-US breakthrough.EGBs hit by trade updates, Gilts off lows post-PMIs, USTs await data.Crude rises on trade optimism and geopolitics, gold unwinds risk premium.Looking ahead, Global PMIs, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from the US.Earnings from LVMH, Carrefour, Michelin, Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump announced trade deals with the Philippines, Indonesia and Japan, with the latter involving a USD 550bln investment in the US and 15% tariffs for Japanese goods.Japanese PM Ishiba is likely to announce resignation as early as this month, according to Yomiuri – reports which he later pushed back on.European bourses benefit from the US-Japan trade deal; RTY continues to outperform.USD is flat, Antipodeans are the G10 outperformers whilst the EUR lags a touch; JPY choppy on US-Japan trade deal and reports surrounding PM Ishiba.JGBs slump on trade updates, peers elsewhere lower given the risk tone and into supply.Crude complex choppy awaiting fresh catalysts, XAU takes a breather following recent upside.Looking ahead, US Existing Home Sales, Supply from the US. Earnings from Tesla, Alphabet, ServiceNow, IBM, Chipotle, GE Vernova, Freeport, AT&T, Thermo Fisher Scientific, Lamb Weston, Infosys, Moody's, CME & Hilton.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

White House Press Secretary Leavitt said they could see more tariff letters for August 1st.European bourses are in the red and currently trade at session troughs, US equity futures also incrementally lower.DXY is flat awaiting fresh catalysts, whilst Antipodeans lag given the risk-tone.JGBs react to the election, bonds elsewhere have a bearish bias, Gilts lag.Crude moves in lockstep with risk while base metals remain cushioned.Looking ahead, US Richmond Fed Index, NBH Policy Announcement, Speakers including Fed Chair Powell & Bowman, ECB's Lagarde. Earnings from SAP, Intuitive, Capital One, Baker Hughes, Coca Cola, Lockheed Martin, Philip Morris, RTX, DR Horton, Northrop Gruman, Danaher, MSCI & Pulte.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Japanese PM Ishiba vowed to stay on despite exit polls from the election showing that the ruling coalition lost its majority.EU envoys are set to meet as early as this week to formalise a retaliation plan in the event of a possible no-deal scenario with the US, according to Bloomberg.European bourses are modestly lower, US equity futures are higher with outperformance in the RTY.JPY leads post-election, DXY trundles lower, EUR awaits trade updates.Bonds are boosted after PM Ishiba loses Upper House majority, but not as bad as feared.Choppy trade in crude while base metals are underpinned by China's dam constructionLooking ahead, Canadian Producer Prices, US Leading Index Change, BoC SCE, NZ Trade Balance, Earnings from Verizon, Domino's Pizza & Cleveland Cliffs.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk