Podcasts about us markets

José Torres, Senior Economist at Interactive Brokers discusses the risk-on mode returning to markets as concerns ease around the odds of the Israel-Iran conflict spreading wider. He also previews the FOMC rate decision in view of oil price volatility plus recent jobs and inflation data. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

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  

Wall Street dropped sharply as Iran launched missiles at Israel, responding to Israeli strikes aimed at reducing Iran's nuclear capabilities, sending oil up 7%. S&P 500 down 1.13%, down 0.39% for the week. NASDAQ down 1.3%, down 0.63%. Dow dropped at the open, steadily recovered, but fell again from midday onwards. Finished near low, down 770 points, down 565 points for the week. All sectors red except for energy which followed oil up. Financials worst performer, with Visa (-5.0%) and Mastercard (-4.6%) dragging sector down after reports that major retailers are considering cryptocurrencies to avoid the need for payment intermediaries. Tech was second worst. Apple (-1.4%), Meta (-1.5%) and Nvidia (-2.1%) weighed on sector as risk-on sentiment was reversed. Oracle (+7.7%) continued to rise following Wednesday's after-market close earnings call beat expectations on the strength of demand for its AI services.SPI down 20 - Oil and Gold up - STO gets a $30bn from Abu Dhabi - FIRB will be a big issue.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.

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

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses if the pressure from President Donald Trump on the Fed to cut rates is warranted in view of the recent cooler than expected inflation data. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

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

Nadine Terman, CEO & CIO, Solstein Capital discusses how much of a deal has been struck between the US and China, with outlines of a plan to restart the flow of sensitive goods, meaning China will speed up rare earth metal shipments, and the US will ease some export controls. She talks about what else is worrying investors. Produced/Presented: Ryan Huang Image by Mohamed Hassan from PixabaySee omnystudio.com/listener for privacy information.

Wall Street up overnight. A strong outlook by Oracle refuelled AI optimism, countering the negativity weighing on the indices by tensions in the Middle East and a sharp drop in Boeing shares. S&P 500 up 0.38%, NASDAQ up 0.24%. Dow dropped at the open but recovered steadily throughout the day to end three points off the high. Finished up 102 points. Most sectors positive. Cyclicals and Industrials the exceptions, the former dragged down by Tesla (-2.2%), as rival BYD launched cheapest UK model, vying for dominance in another of Tesla's regions. Utilities up over 1%, benefitting from bond yields easing, while REITS was up over 0.5%. Healthcare and Materials also demonstrated strength.ASX to rise. SPI futures up 48 points (+0.56%). DBI sell down - Gold up - NEM up 4.9%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.

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

Alex Morris, CEO, F/m Investments, discusses the second day of US-China trade talks in London; potential investment implications of the Trump-Musk fallout; expected moves from the Fed in light of recent jobs data; and why the "Split between TBIL & RBIL & Chill" strategy may be appealing to investors. Produced/Presented: Emaad Akhtar Image: PixabaySee omnystudio.com/listener for privacy information.

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

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.

Christine Short, Vice President of Research, Wall Street Horizon discusses the significance of US-China trade talks in London, especially around critical minerals; what market watchers can expect from two key inflation readings (CPI and PPI) this week; and why Apple's 2025 Developers Conference didn't wow investors on the AI front. Produced/Presented: Emaad Akhtar Image: Pixabay See omnystudio.com/listener for privacy information.

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

US President Trump is pushing the EU to cut tariffs or face extra duties with US negotiators to tell Brussels they expect unilateral concessions, according to FT.European and US equity futures are trading mixed and generally reside on either side of the unchanged mark.USD shunned once again after Thursday's attempted bounce; JPY benefits from hot core inflation data overnight; GBP little moved to firmer-than-expected Retail Sales.Bonds are higher as USTs look to claw back recent losses; some downside in Bunds following German GDP but proved fleeting.Crude remains subdued whilst metals benefit from the softer Dollar ahead of US-Iran talks at 12:00 BST / 07:00 EDT.Looking ahead, Canadian Retail Sales, Speakers including ECB's Schnabel, BoE's Pill, Fed's Musalem & Cook.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump's Tax/Spending bill is currently being debated in the US House (passed the Rules Committee overnight), the debate has formally hit the two-hour minimum as of the time of publication; vote time TBC.European stocks trade lower following the Wall Street and APAC losses; US equity futures attempt to recover recent losses.USD mixed vs. peers, EUR and GBP digest PMI metrics, JPY narrowly leads.USTs a little firmer finding some reprieve following 20yr weakness, Bunds choppy following EZ PMIs.Crude pressured amid reports of further OPEC+ output hikes, Spot gold a little lower.Bitcoin extended on gains and printed a fresh all-time high of above the USD 111k level; Texas House approved the bill to create a Bitcoin reserve.Looking ahead, US Flash PMIs, Jobless Claims, Canadian Producer Prices, NZ Retail Sales, ECB Minutes. Speakers including RBA's Hauser, BoE's Breeden, Dhingra & Pill, ECB's Elderson & de Guindos, BoC's Gravelle, Fed's Barkin & Williams, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US House Speaker Johnson said a Thursday tax bill floor vote is still realistic.China's Commerce Ministry said US measures on China's advanced chips are typical of unilateral bullying and protectionism.Europe opened mostly lower but now trade mixed, US equity futures are in the red.USD remains out of love, GBP digests hot CPI data, EUR/USD back above 1.13.Bearish bias in play, Gilts lag after hot CPI, USTs await fiscal updates.Energy and gold boosted by reports Israel is preparing a possible strike on Iranian nuclear facilities.Looking ahead, G7 Central Bank and Finance Ministers Meeting, Speakers including ECB's Lagarde, Lane, Nagel & Cipollone, Fed's Barkin & Bowman, Supply from the US, Earnings from Snowflake, Zoom, Target, TJX, VF Corp & Medtronic.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are modestly firmer whilst US equity futures sit in negative territory.USD remains out of favour, AUD weighed on after the RBA delivered a 25bps cut (as expected) and amid discussion of a 50bps cut.JGBs briefly hit by a poor auction, fixed recovery continues into numerous Fed speakers.Crude choppy on mixed geopolitics regarding Russia/Ukraine and Iranian nuclear talks.Iranian Supreme Leader Khamenei said "I don't think nuclear talks with the US will be successful", via Mehr news.Looking ahead, Canadian Inflation, NZ Trade, G7 Finance Ministers Meeting, ECB's Cipollone, Nagel, Fed's Bostic, Barkin, Collins, Musalem, Kugler, Daly & Hammack. Earnings from Home Depot & Bilibili.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Moody's lowered the US's sovereign rating from AAA to Aa1; Outlook Revised to Stable from Negative and warned of rising government debt and a widening budget deficit.US Treasury Secretary Bessent said countries will get a letter with a US tariff rate if they are not negotiating in good faith and he thinks that rate would be the April 2nd level.The House Budget Committee approved President Trump's tax cut bill to set up a possible vote as soon as this week.European bourses lower and US equity futures slip in an initial reaction to the latest Moody's downgrade; ES -1.2%.USD shunned as Moody's downgrade spooks markets, GBP cheers UK-EU "reset" deal.Moody start for bonds after the US downgrade, Gilts lag on Brexit updates and into 30yr syndication.Downbeat trade across oil contracts but precious metals lifted; spot gold eyes USD 3,250/oz.Looking ahead, US Leading Index Change, EU-UK Talks, Speakers including Fed's Bostic, Williams, Logan & Kashkari. Holiday Closure in Canada.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.

Stocks are broadly in positive territory; US equity futures are modestly higher ES +0.3%.USD on the backfoot but only marginally so, EUR & GBP pivot 1.12 & 1.33 vs the USD.Bonds are firmer but are currently set to end a tumultuous week back where they started.Crude is awaiting geopolitical updates from numerous regions/conflicts, XAU dips.Looking ahead, US Export/Import Prices, UoM Sentiment Survey, BoC SLOS, Speakers including ECB's Lane, Cipollone & Fed's Barkin.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European equities are subdued awaiting US data and Fed Chair Powell; US equity futures also tilt lower (ES -0.6%).DXY is subdued and contained whilst havens seen some inflows amid the broader risk tone.Fixed income benchmarks trade slightly firmer into US data and Fed Chair Powell's speech. Crude futures are curtailed by Trump suggesting the US is getting close to a deal with Iran, while metals await data & Powell.Looking ahead, highlights include US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECBʼs de Guindos; Fed Chair Powell & Barr, BoEʼs Dhingra. Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Curious about investing in the US market in more ways than one? In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund—what it is, how it works, and what role it might play as a part of your KiwiSaver. We also cover why global diversification matters, the recent US market wobbles, your risk appetite, and how to think about US investing as part of your long-term financial plan. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchSharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. For the Product Disclosure Statement and to find out more about the Sharesies KiwiSaver Scheme go to http://sharesies.nz/kiwisaver Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

White House economic adviser Hassett says the administration has more than 20-25 deals on the table and when President Trump returns, he will announce the next deal, according to a Fox interview.Stocks opened mixed but now hold a downward bias as the risk tone dips; US futures flat/modestly lower.DXY is hit and makes a fresh WTD low, JPY leads.Bonds hold an upward bias as risk appetite deteriorates, Bunds see modest upside on a well-received German auction.Crude clipped as Trump speaks in Saudi, commodities fail to benefit from USD downside.Looking ahead, OPEC MOMR Speakers including ECB's Cipollone, Fed's Jefferson & Daly. Earnings from Cisco Systems, CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

We're diving into the world of home infusion and specialty pharmacy with Kaila Raimondo, Head of US Markets for AlayaCare. AlayaCare is transforming how care is delivered outside the traditional four walls of a clinic or hospital, and Kaila brings a unique perspective—not just as an industry leader, but also as a former infusion patient. We talk about everything from solving complex logistical challenges with software, to improving the patient experience, to why nurses are the true face of your brand.

White House Executive Order said US will cut the minimum tariff on China shipments from 120% to 54%, and a minimum flat fee of USD 100 is to remain.European bourses are modestly firmer while US futures dip into the red. Focus this morning has been on Bloomberg reporting, which suggests China is to lift its ban on Boeing deliveries after the US-China tariff pause.DXY takes a breather to the benefit of other G10s; Antipodeans lead.EGBs and Gilts hit marginal new WTD lows, USTs await CPI & Trump.A subdued Dollar provides some modest strength for XAU/base metals.Looking ahead, US CPI, Speakers including BoE's Bailey & ECB's Rehn.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US and China agree to bring down reciprocal tariffs by 115ppts for 90 days, sparking immediate risk on price action; DXY, ES, Crude bid; XAU & Fixed hit.US President Trump said he will sign an executive order on Monday at 09:00EDT with prescription drug and pharmaceutical prices to be reduced almost immediately by 30%-80% and the US is to pay the same price as the nation that pays the lowest price anywhere in the world."Ukraine and European leaders said they agreed to an unconditional 30-day ceasefire on sea, land and air starting on May 12th and peace negotiations will start in that period if there is a ceasefire, while they said if Russia fails to comply, they will respond with massive sanctions and increased military aid.Stocks surge on US-Sino joint announcement, but pharmaceuticals hit by Trump.DXY and CNY surge on US-China trade; haven assets such as Bonds/JPY are in the red.Industrial commodities boosted by US-China updates; Spot gold slumps amid haven outflowLooking ahead, US Federal Budget, Speakers including BoE's Greene, Mann, Taylor & Fed's Kugler.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

If you remember we carried a story this past week about the danger in taking the United States Postal Service private. That concern just got a reality check as David Steiner, a former CEO of the nation's largest waste management company who currently serves on the FedEx board of directors, is poised to take over control of the U.S. Postal Service. Might this be the first shoe to fall?  This is the Business News Headlines for Friday the 9th day of May, thanks for being with us. In other news, talks between the U.S. and China over trade is as confusing as most things coming from Washington. US Markets closed mixed today.  Folks in Chicago are having some good fun celebrating native son Pope Leo the 14th.  The Wall Street Report and yet another radar outage in Newark.  Meanwhile the FAA has just dropped a 20 billion dollar plan to fix issues just like that.  And because the possible privatization of the United State Postal Service is once again top of mind…we're bringing back Herb Copley to offer up what might happened should the Trump administration choose to go private with the USPS.  Ready?  Let's go. Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.

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​

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.