Podcasts about us markets

China orders a halt to Boeing (BA) jet deliveries as the trade war expands, according to Bloomberg citing sources.US President Trump said they will put tariffs on imported pharmaceuticals in the not-too-distant future.European indices at session highs, LVMH -7% after weak results; US futures are modestly higher.DXY holds a downward bias whilst Antipodeans outperform.Initial fixed divergence eroded by China-Boeing. Bunds subsequently hit by a poor Bobl auctionGold lifted, Crude pushed into the red and Copper dented amid China trade retaliation.Looking ahead, US Import/Export Prices, Canadian CPI, Fed Discount Rate Minutes, Comments from ECB President Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump's administration exempted items from reciprocal tariffs including smartphones, storage devices and some other electronics.However, Trump posted on Sunday that there was no tariff exception announced on Friday and that these products are subject to the existing 20% fentanyl tariffs and are just moving to a different tariff bucket.European bourses open higher as markets digest exemptions on smartphones/electronics; US futures also gain.DXY on the backfoot once again and G10s broadly supported with newsflow on the quiet end.Bonds diverge once again but are contained with specifics light thus far; USTs a little firmer whilst Bunds dip.Crude contained, gold wanes, base metals supported given the positive risk tone.Looking ahead, US NY Fed SCE, Speakers including RBNZ's Conway, Fed's Waller & Harker, Earnings from Goldman Sachs & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart MAZDA REVEALS EZ-60 CROSSOVER FOR GLOBAL LAUNCH https://evne.ws/4luHcXO FOXCONN EXPANDS EV PRODUCTION FOR U.S. MARKET https://evne.ws/4coq1CU BYD UNVEILS HAN L AND TANG L WITH RAPID CHARGING https://evne.ws/4lro90q BYD DOLPHIN MINI BEGINS EUROPEAN JOURNEY https://evne.ws/4i9UaqM BYD EXPANDS PHEV LINEUP IN EUROPE https://evne.ws/4j2AkPs JEEP'S UPCOMING WAGONEER 4XE PROTOTYPE SPOTTED https://evne.ws/3RHBrrR GERMAN AUTOMAKERS PREPARE FOR SHANGHAI EV SHOWCASE https://evne.ws/42iu5kZ GERMANY'S GOVERNMENT SHIFT SUPPORTS CAR INDUSTRY AND DEFENSE  https://evne.ws/4j3y8Y2 ITALY'S EV SALES SURGE IN MARCH 2025 https://evne.ws/4lF1iP8 ENERGYHUB AND GM PARTNER ON EV INTEGRATION https://evne.ws/3RcVuhS REDWOOD MATERIALS LAUNCHES SAN FRANCISCO R&D HUB https://evne.ws/4i9V2M4 KIA UNVEILS NEW NORTH AMERICAN ELECTRIC PICKUP https://evne.ws/4j7njV3

US inflation fell more than expected to 2.4 per cent in March, and France's Renault is one of the few carmakers insulated from Donald Trump's trade war. Plus, ​​Indonesia is looking to run its colossal new sovereign wealth fund “like a public company”. Mentioned in this podcast:US inflation falls more than expected to 2.4% in March Indonesia's new sovereign wealth fund vows transparency ‘like a public company' Renault emerges as winner in Trump tariff chaos Sky to bring hit US series ‘Saturday Night Live' to the UK Credit: NBCThe FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian, Ethan Plotkin, Lulu Smyth, and Marc Filippino. Additional help from Katya Kumcova, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

China unveils additional tariff measures on US goods; to raise additional tariffs on US goods to 125% from 84%. Effective April 12th.China's Finance Ministry says “if the US continues to impose additional tariffs on Chinese goods exported to the US, China will ignore it”.European indices hit after China raises tariffs; US futures modestly lower into bank earnings.DXY slumps to a 99.01 low after China increases tariffs on the US; EUR outperforms.Bonds lifted by China's latest retaliation but remain on track to end the week with significant losses.Base metals underpinned by hopes of Chinese stimulus.Looking ahead, US PPI, UoM Prelim, Moody's review on France, UK, Italy, Spain & Switzerland's Credit Rating, Speakers include Fed's Musalem, Williams & BoE's Greene. Earnings from JPMorgan, BlackRock, Wells Fargo, Bank of New York Mellon, Morgan Stanley & Fastenal.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

We examine the Supreme Court's deportation ruling and how Trump-appointed Justice Amy Coney Barrett's voting record reveals a commitment to interpreting law rather than following party lines, a principle even Trump acknowledges is proper judicial conduct.• Trump's tariff strategy has prompted 75+ countries to seek negotiations with the US• Market fluctuations from tariffs are temporary if people don't panic and sell• The ultimate goal may be replacing income tax with tariff revenue, as the founders intended• Nationwide "Hands Off" protests ironically embrace libertarian values of limited government• Media manipulation is evident in coverage of tragic events and political discourse• The View has hosted 63 guests this year with zero conservative voices• Critical thinking requires seeking multiple perspectives beyond mainstream narrativesFollow Clay's social media for a big announcement about his book "Keep Moving, Keep Shooting" coming this Saturday!Support the showDON'T WAIT FOR THE NEXT EMERGENCY, PLUS, SAVE 15%: https://www.twc.health/elsa#ifounditonamazon https://a.co/ekT4dNOTRY AUDIBLE PLUS: https://amzn.to/3vb6Rw3Elsa's Books: https://www.amazon.com/~/e/B01E1VFRFQDesign Like A Pro: https://canva.7eqqol.net/xg6Nv...

European bourses gain as they react to Trump's 90-day tariff pause whilst US futures wane.USD is softer vs. most peers as markets digest Trump's tariff walk back.“Beautiful” trade for USTs, Gilts bid but fading, Bunds languish in the red.Crude remains subdued while base metals surge and gold holds onto gains.Looking ahead, US CPI, US Jobless Claims, Chinese M2 Money Supply, Speakers including, BoE's Breeden, Fed's Logan, Bowman, Schmid, Goolsbee & Harker, SNB's Tschudin & Moser, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US markets have fallen again, after Thursday's record-breaking surge off the back of Donald Trump's announcement that reciprocal tariffs on most countries would be paused. Bloomberg business columnist John Authers spoke to Paddy Gower.

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.

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.

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.

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.

US President Trump's reciprocal tariffs alongside the 104% levy on China came into effect; US President Trump said China is manipulating its currency in offset against tariffs, and added the US will be announcing tariffs on pharmaceuticals soon.China's top leaders are to hold a meeting as soon as Wednesday (today) to discuss measures to boost the economy after US trade tariffs, via Reuters citing sources.Indices trade lower in Europe whilst US futures are mixed as China refrains from immediate retaliation.USD pressured as trade tensions continue to ratchet higher.A blockbuster session for fixed thus far ahead of the US 10yr tap.Demand hits crude but base metals trade mixed amid hopes of Chinese support.Looking ahead, US Wholesale Sales, FOMC Minutes, Speakers including Fed's Barkin, Supply from US, Earnings from Delta & Constellation Brands.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China MOFCOM says China strongly opposes 50% additional tariffs and urges resolution of disputes with United States via dialogue.European bourses are on a firmer footing with US futures also in the green; ES +1.5%.USD softer vs. most major peers, antipodeans lead, EUR/USD remains on a 1.09 handle.Bonds were initially contained but has recently given way to pressure as the risk tone recovers.Crude choppy in a tight range while metals benefit from a softer Dollar ahead of trade updates.Looking ahead, ECB's Cipollone, BoE's Lombardelli & Fed's Daly, Supply from the US, Earnings incl. Walgreens Boots Alliance.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

While US markets did see a bit of a bounce in early trading, most indexes started to fall during a White House briefing by Press Secretary, Karoline Leavitt. Wedbush Securities Analyst Dan Ives spoke to Corin Dann.

On the Trust the Plan Podcast, Nick Hopwood, CFP® and Preston Gee, CFP® dive deep into the concept of market corrections and what investors can expect moving forward in the current state of the U.S. market. They discuss how a correction—defined as a 10% drop from recent highs—can offer both risks and opportunities. By analyzing historic market charts, they explain the patterns of past corrections, and emphasize that while corrections are a natural part of market cycles, they often pave the way for future growth. The duo discusses how investors can navigate these times by staying disciplined, managing risk, and looking for opportunities when the market stabilizes. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com

Jonathan Lemire, co-host of Morning Joe and a contributing editor atThe Atlantic, on what can be expected when the American Markets open.

US Commerce Secretary Lutnick said there is no postponing tariffs and April 9th tariffs are coming; tariffs are going to stay in place for days and weeks.US NEC Director Hassett said more than 50 countries have reached out to the White House to begin trade negotiations.Stocks continue to sink as risk-off sentiment continues, reports that China is mulling accelerating stimulus measures fails to life the complex; NQ -4%.Havens lead, activity currencies lag as the Trump trade agenda continues to dominate.EGBs & USTs climb as Central Bank easing bets increase on stagflation/recession concerns.Crude continues to sink, XAU/copper incrementally lower.Looking ahead, US Employment Trends & President Trump.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US markets have plunged again, following another day of global market chaos triggered by President Donald Trump's tariffs. Washington correspondent Nick Harper spoke to Alexa Cook.

Sephora has launched numerous new brands in recent months, many of them buzzy and beloved — but perhaps none has been as hotly anticipated as Ultra Violette (that's pronounced "violet"), the Aussie sunscreen brand first launched in 2018. Sephora marks the brand's official debut into the U.S. market — a landmark occasion, because, as co-founder Bec Jefferd said on this week's episode of The Glossy Beauty Podcast, "You can't be a serious global beauty brand if you aren't in the U.S." That's in spite of the fact that the brand has already launched in 29 other markets. Jefferd and co-founder Ava Matthews met as coworkers at Mecca, the premier Australian beauty retailer. Growing up in Australia, sun protection is a focus, even in childhood, given the country's climate and high skin cancer rates, Matthews said. Still, in 2016, when they began ideation for the brand, the duo saw the opportunity for a brand that approached the category differently. "[Sunscreen] wasn't at the center of a skin-care routine. We were talking about it as a skin cancer preventative or something to wear in summer, even in Australia," Matthews said. "There were a lot of people talking about sun care in a serious way, in terms of [skin] cancer, but no one talking about sun care as a kind of prestige skin-care product." For reference, Supergoop launched in 2007, as did Coola; while Vacation launched in 2021, as did fellow Aussie sunscreen brand Naked Sundays. Ultra Violette, with its brightly colored packaging and elegant formulas, quickly became one of the hottest sunscreen brands on the market — its unavailability in the States only added to its cool factor. In-the-know editors got it overseas or had friends bring it back when they traveled — it became ubiquitous in chic poolside pics. As recently as 2021, Matthews and Jefferd had no plans to launch in the States, but now, with formulas they've deemed just as good as their Aussie counterparts and the promise of a new broad-spectrum filter likely soon to be approved in the U.S., the time was right. And though the U.S. has not approved a new filter since 1999, 2026 might change that. As of March 28, the brand is on Sephora.com and in-store at all doors. As for the marketing for the Sephora launch, influencer partnerships are about to kick off, mailers have gone out, and a New York City breakfast, co-hosted by Tinx has been held. As Matthews put it, "We're really not prepared to fuck this up." The U.S. range features five products, to start, four sunscreens and one lip product — with SPF, of course — in two shades. Prices range from $22-$40. In 2024, the brand closed a 15 million Australian-dollar minority investment from equity firm Aria Growth Partners. In this episode of The Glossy Beauty Podcast, the co-founders discuss why it finally made sense to launch stateside, why there's promise in the long-awaited new sunscreen filters in the U.S. and who the Ultra Violette customer is, especially as the sunscreen market has become more crowded.

US President Trump unveiled individual reciprocal tariffs for each country which are essentially half of what countries were charging the US.The US is to apply a 20% tariff on imports from EU, 34% tariff on imports from China, 26% tariff on imports from India and 25% tariff on imports from South Korea.Trump also stated that the baseline tariff is 10% for all nations and announced 25% auto tariffs, while Canada and Mexico were not subject to reciprocal tariffs for now.Indices take a tumble after US tariffs slap sentiment; ES -3.5%DXY briefly dipped below 102.00 whilst EUR/USD sits above 1.10; havens bid.Yields wilt after Trump's Rose Garden speech, desks diverge on Fed implications.Industrial commodities sink amid growth woes and after with focus on a 54% cumulative levy on China.Looking ahead, US Weekly Claims, Challenger Layoffs & ISM Services, ECB Minutes, Speakers including Fed's Cook, Jefferson, US VP Vance, US Commerce Secretary Lutnick, ECB's Schnabel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The owner of a controversial Ballymena based ‘brand building' company has announced its closure. FBA Brand Builder was run by 34-year-Darren Campbell – he charged clients for his guidance on selling products to the US Market on Amazon. The Belfast Telegraph has revealed some questionable practices, including encouraging clients to lie on credit card applications and facilitating paid amazon reviews. Ciarán Dunbar is joined by Belfast Telegraph's Liam Tunney, who broke the story. Hosted on Acast. See acast.com/privacy for more information.

Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant in this space, with a history that dates back to the emergence of this outsourced trend. My guest is Asif Jeevanjee, Chief Executive of Oakmont Capital. Asif talks through both the business and the sector. How does the ecosystem work? What do contracts typically look like? And why had I heard of Aramark but not Compass, when Compass is nearly double the size? Here is another example of carving out an effective business model around an essential need product. Please enjoy this breakdown of Compass Group. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:22) Understanding the Food Service Market (00:05:03) Contract Structures and Retention (00:11:47) The Origin Story of Compass Group (00:17:33) Expansion into the US Market (00:21:34) Sectorization and Market Penetration (00:27:45) Growth Strategies and Pricing (00:29:07) Financial Dynamics and Margins (00:30:41) Procurement and Food Buy (00:35:24) Labor Management and Technology (00:37:55) Impact of Economic Cycles and Covid (00:43:27) Capital Allocation and Valuation (00:51:44) Lessons From Breaking Down Compass (00:54:02) Key Lessons from Compass

US "Liberation Day": US President Trump to announce reciprocal tariffs at 16:00EDT/21:00BST on Wednesday; US Commerce Secretary Lutnick speaks at 08:30EDT/13:30BSTUSTR has reportedly prepared "an across-the-board tariff on a subset of nations that likely would not be as high as the 20% universal tariff option", according to WSJ.Stocks move lower as markets await reciprocal tariff updates on “Liberation Day”.USD steady, Antipodeans outperform whilst Havens lag a touch.Bonds largely in a holding pattern as we await the Rose Garden speech.Crude is incrementally lower whilst spot gold prices remain underpinned by haven demand.Looking ahead, US ADP & Factory Orders, US Tariff Implementation Date, EU Defence Ministers Meeting, NBP Base Rate, ECB's Schnabel, Lane & Lagarde, Fed's Kugler & US President Trump.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent said President Trump will announce reciprocal tariffs at 15:00EDT/20:00BST on Wednesday.US President Trump says maybe Tuesday night or Wednesday you will see tariff details and we are going to be nice in comparison to other countries, adds in some cases maybe substantially lower.European bourses gain and reside near session highs whilst US futures trade modestly on either side of the unchanged mark.USD slightly lower but with price action fairly contained ahead of “Liberation Day”, EUR little moved by EZ HICP.Bonds bid into April 2nd but USTs and Bunds remain around/shy of Monday's peaks.Choppy trade for the crude complex, but base metals largely supported by Chinese Manufacturing PMI.Looking ahead, highlights include US ISM Manufacturing PMI & JOLTS, US Completion of the Trade Policy Review, Speakers including Fed's Barkin, ECB's Lagarde & Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Simon asks Petri Redelinghuys from Herenya Capital Advisors if he's bracing for impact ahead of ‘Liberation Day,' while Shoprite Group's Maude Modise sheds light on the state of South Africa's SMME sector. Meanwhile, Nomi Bodlani from Allan Gray unpacks the sneaky trap of lifestyle creep – and how to avoid it.

US President Trump is said to be pushing senior advisers to go bigger on tariff policy as they prepare for ‘Liberation Day' on April 2nd; reportedly revived the idea of a flat universal tariff single rate on most imports.European bourses and US futures in the red given the above and into month & quarter end, Euro Stoxx 50 -1.5%, ES -1.0%; NQ -1.3% with NVDA pressured.DXY has been on either side of the unchanged mark throughout the morning, EUR and GBP flat/slightly softer while USD/JPY hit a 148.71 low as the Nikkei 225 entered correction territory.Fixed benchmarks bid on the broad risk tone, German State CPIs sparked a fleeing move lower into the mainland figure, JGBs slipped as the BoJ cut its bond purchase amounts.Crude firmer as geopolitical tensions outweigh the macro tone following reports around Trump on Iran, XAU at a fresh record high, base metals dented.US President Trump threatened to bomb Iran if a nuclear deal can't be reached, while he also warned of secondary tariffs on Russian oil.Looking ahead, highlights include US Chicago PMI & Trump's executive orders.Note: UK clocks changed from GMT to BST on Sunday which means the London to New York time gap returned to five hours.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses and US futures approach PCE in the red following the overnight tone and further risk aversion from earthquakes in MyanmarCanadian PM to speak with Trump today; EU has mentioned Apple, Meta and PayPal as part of any potential tariff responseDXY attempts to claw back Thursday's pressure and is firmer vs peers ex-JPY, which is the best performer after Tokyo CPIA firmer start for fixed benchmark ahead of US PCE and any tariff/trade developments, no move to the morning's prelim. HICP figuresCrude choppy, precious metals underpinned by the tone while base metals are lowerGeopolitics in focus amid updates on Panama, Ukraine minerals deal and further damage to the Sudzha stationLooking ahead, highlights include US PCE (Feb) & Consumption, Speakers including Fed's Bostic, Barr & ECB's de Guindos.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Joel Elconin, co-host of PreMarket Prep, joins us to break down the key drivers behind the significant market weakness and why he sees the combination of deteriorating technicals, poor corporate guidance, and political volatility as a dangerous setup heading into Q2.   Tariffs, inconsistent messaging from the US, and a sharp drop in consumer confidence are adding pressure. International sentiment toward the US is shifting, and even travel stocks are showing strain.   Joel warns that “buy the dip” may no longer work in this environment. He suggests holding more cash, focusing on capital preservation. With Q1 ending, he expects institutions to de-risk rather than dress up portfolios.   Click here to visit Joel's PreMarket Prep website.   Click here to visit the Stock Trader Network.    

The US is to impose 25% tariffs on all cars made outside of the US effective on April 2ndTrump reiterated that reciprocal tariffs are also set for next week but stated they will be lenientUpdates which weigh on European equities with Auto names lagging, US futures mixed/firmerDXY mixed with GBP outperforming in an attempted recovery from Wednesday's action while JPY lagsEGBs and USTs diverge as they focus on growth and inflationary implications of the latest rhetoric respectivelyCrude benchmarks lower, TTF choppy, XAU gains and base metals slipLooking ahead, highlights include US GDP & PCE Final (Q4), Jobless Claims, Japanese Tokyo CPI, Banxico Policy Announcement, Speakers including BoEʼs Dhingra, Fedʼs Collins & Barkin, ECBʼs Schnabel, de Guindos & Lagarde, Supply from the USClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Is Ripple & XRP's Future Secured? SEC Deal, Crypto Custody & US Market Don't miss out – hit SUBSCRIBE & turn on notifications! ********** SUPPORT ON THE CHAIN & GET INVOLVED GRAB A BADASS YETIS COFFEE – Fuel your crypto grind! ☕ Visit: otc.one/BadassYetisBrew MINT YOUR BADASS YETIS NFT – Own a piece of the legend! Visit: otc.one/mint OTC MERCH IS HERE! – Represent the community in style! Visit: onthechain.shop BUY US A COFFEE – Help keep the content flowing! Visit: otc.one/buy-us-a-coffee JOIN THE CHANNEL – Get exclusive perks & behind-the-scenes content! Visit: otc.one/join ********** ON THE CHAIN – CONNECT WITH US! Listen to the OTC Podcast – Never miss an update! Visit: otc.one/podcast Visit Our Website – The home of crypto insights! Visit: onthechain.io Follow OTC on Twitter – Stay updated in real time! Visit: otc.one/otc Join the OTC Community on Twitter – Be part of the discussion! Visit: twitter.com/i/communities/1599435678995062788 ********** FOLLOW THE OTC TEAM Follow Jeff on Twitter:

New Zealand winemakers are continuing to make moves in the US. Amid an uncertain market, we were the only nation in the top ten US wine suppliers to increase its volume last year. Data suggests it's the 16th year in a row New Zealand wine has reported growth. Invivo Wine Founder Tim Lightbourne told Mike Hosking there's big opportunities over in the States, with New Zealand wines being sold right around the country. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Inflation - Transitory again.. April 2 dealing approaching! Doctor Copper! Mag 7 = Lag 7 A New Closest to The Pin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - Inflation - Transitory again - End of month - March not so good for US Markets - investors may try to squeeze toward the end - Tariff waves - now there is talk of softening - April 2 is the day - next Wednesday. - A restaurant Chain at ALL-TIME highs.... - Turkey - Market Mayhem - An fun Limerick from a Listener Markets - Doctor Copper! - Mag 7 = Lag 7 - Tesla Woes- Stock bouncing but challenges still remain - March Sadness for Markets... Attention Collectors!  - The New DHUnplugged shirts are finally here! We are going to sell only 6 - the donations received by the end of the month above $250 will get a shirt - Nice white swim/light long sleeve. (The rest are reserved for winners and special occasions) - We will also have the #1 as the first shirt ever out to the public for $1,000. -  Put your address and size in the comments Tariff Day - April 2nd is the date that the retaliatory tariffs go on - Why April 2nd? Why not April 1st?????? --- Worried that is April Fool's day and no one would take them seriously? Copper Prices - 45 year high - What is this? Usually a predictor of the economic conditions - - Seems like a little inflation (China also pumping) - FYI - An average single-family home contains roughly 439 pounds (or 200 kilograms) of copper, primarily in wiring, plumbing, appliances, and hardware Doctor Copper What about Coffee? - Chart - Cents per pound - These increases are driven by climate-related impacts on major coffee-producing countries like Brazil and Vietnam, as well as financial speculation in the market - DOUBLE THE PRICE of last year Coffee Prices Housing Prices - Reports that tariff induced panic is prices of raw materials is pushing prices up - Developers are not going to get behind and this may push prices up - on average $10,000 per new home (at least) Powell on Inflation - Back to Transitory - In his latest speech/commentary last week, he hinted that he believes that the current - During his post-decision press conference last Wednesday, Powell said tariff-induced inflation could be “transitory,” or temporary. - Here we go again! Stagflation Anyone? - Fed sees higher inflation and an economy growing by less than 2% this year - The rate-setting Federal Open Market Committee downgraded its collective outlook for economic growth to 1.7%, down from the last projection of 2.1% in December. In the meantime, officials hiked their inflation outlook, seeing core prices growing at a 2.8% annual pace, up from the previous estimate of 2.5%. - In a statement, the FOMC noted the "uncertainty around the economic outlook has increased," adding that the central bank is "attentive to the risks to both sides of its dual mandate." Meanwhile... - The 3-month Treasury rate inverted against the 10-year for a bit earlier this month. - Currently they are locked at the same rate... - This is the Fed's "preferred" measure of the potential for a recession in the future. Boeing - Boeing wins $20-billion contract for Next Generation Air Dominance program - Win comes after Boeing annual loss, strike, other setbacks - On the news, Boeing's shares rise, Lockheed's fall - Lockheed has been plagued by delays in F-35 upgrade - New name of the aircraft? The F-47 ! New-Clear Energy - A nuclear power plant on the shores of Lake Michigan is aiming to make history this fall by becoming the first reactor in the U.S. to restart operations after shutting down to be eventually dismantled.

Tariffs in focus amid reports that Trump could implement copper tariffs in weeks, elsewhere reports that Canada could find some reprieveEuropean bourses opened firmer but have since slumped, US futures are in the red but only modestly soGBP lags after UK CPI, EUR/USD attempts to reclaim 1.08, USD/JPY rebounded overnight but is off highsGilts gapped higher on data and extended but have retreated to opening levels into the Spring Statement, USTs softer while Bunds are firmer but only modestly soCrude continues to inch higher with a handful of factors underpinning, TTF slips as talks continue, Copper soared on tariff updates but has since pulled backLooking ahead, highlights include US Durable Goods, BoC Minutes, UK Spring Statement, Speakers include Fed's Musalem, Kashkari & ECB's Cipollone, Supply from the USClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Rhayna Bosch speaks with Morgans Private Client Adviser Dianne Colledge about the day's share market action both locally and over in the US as shares rally in response to indications of a more targeted approach to reciprocal tariffs – plus Tesla shares clock their best day since the US federal election.

US President Trump sanctioned Venezuelan oil. Elsewhere, India has proposed the removal/reduction of tariffsEuropean bourses defied the lead from futures and opened in the green, US futures in the red but only modestly so and hold onto the bulk of Monday's gainsDXY steady throughout the morning but most recently at a session low to the benefit of peers across the board, EUR also aided by IfoFixed benchmarks in the red, weighed on by Ifo and supply; USTs await Fed speakCrude bid in an extension of Monday's action, TTF softer on Ukraine updates while Gold has inched to fresh highsLooking ahead, highlights include US Richmond Fed Index, Consumer Confidence, Japanese Services PPI, Speakers including Fedʼs Williams & Kugler, Supply from the USClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump reportedly plans his tariff 'Liberation Day' with a more targeted push, according to Bloomberg over the weekend.STOXX 600 began the week on a firmer footing before trimming opening gains after a mixed APAC handover; EZ Flash PMIs were mixed and largely highlighted trade uncertainty.DXY is lower after some choppy price action in early European trade. The macro narrative for the US has kicked the week off with a focus on the trade agenda.USTs are lower amid the encouraging risk environment on account of weekend reporting over the Trump tariff agenda.Crude prices are choppy. Benchmarks were lacklustre overnight amid the subdued risk appetite in Asia before trending higher in European hours; Precious and base metals hold mild upward biases.Looking ahead, highlights include US Flash PMIs, Speakers including BoEʼs Bailey, RBAʼs Jones, Fedʼs Bostic & Barr.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this week's episode, David and Ian discuss the appropriate risk-management process when US Markets are below their 200-day moving average. They also highlight what's happening with International stocks, US sectors, precious metals, the dollar, and crypto.

European indices hold a negative bias, airliners on the backfoot with Heathrow closed; US futures are also lower.USD is broadly firmer vs. peers with macro newsflow on the light side, but ahead of Trump-Hegseth meeting at 15:00GMT.Gilts underperform on more unfavourable developments for Reeves, Bunds bid.TTF ignites on Sudzha damage, base metals dented by the risk tone.Looking ahead, Canadian Retail Sales, EZ Consumer Confidence, CBR Policy Announcement, DBRS Credit Review on France, Quad Witching, Speakers including Fed's Williams & Waller.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

After years of setting the global pace, the S&P 500 Index has dropped 9% from its peak while Hong Kong and Europe benchmarks rise. In this week's Viewsroom podcast, Breakingviews columnists discuss whether trade wars and threats to the rule of law portend a durable shift.   Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. 

European risk tone deteriorates with US futures also slumping into the red, potentially driven by EU fiscal focus, post-FOMC pullback and attention returning to tariffs/trade.USD up vs. peers, Antipodeans lags, EUR slides and GBP eyes BoE.Bonds are bid post FOMC & as the tone deteriorates, Gilts lead on data & reports around the Spring Statement.Crude succumbs to the risk-off sentiment, with base metals also heading lower.Looking ahead, US Philly Fed Index, Jobless Claims, Japanese CPI, BoE & SARB Policy Announcements, Speakers including ECB's Lane, BoC's Macklem. Supply from the US, Earnings from Jabil, Micron, Nike, FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses began the session on the backfoot with the risk tone dented as a few potential factors influenced, US futures modestly firmer pre-FedUSD firmer, EUR and GBP hit by JPY-action on Ueda's press conference; BoJ itself was as expected, Ueda began balanced but had some hawkish points in his presserFixed income initially benefited on the slip in the risk tone but has since eased off best with USTs now slightly softer into the FOMCCrude remains pressured after Tuesday's geopolitical developments while Gas has picked up as strikes on energy infrastructure seemingly continueUkraine's Zelensky to speak with US' Trump on Wednesday and hopes a ceasefire will eventually be implementedLooking ahead, highlights include NZ GDP, FOMC & BCB Policy Decisions, Speakers include Fed Chair Powell, ECB's de Guindos, Elderson, NVIDIA CEO Huang, Earnings from General MillsClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week we talk about tariffs, consumer confidence, and trade wars.We also discuss inflation, GDP, and uncertainty.Recommended Book: A Brief History of Intelligence by Max S. BennettTranscriptOn January 20, 2025, mere hours after being sworn into his second term in office as President of the United States, Donald Trump announced new 25% tariffs on most incoming goods from Canada and Mexico, accusing the two allies of failing to halt the flow of drugs and illegal migrants into the US. These tariffs would go into effect on February 1, he said, and they would be in addition to existing tariffs that were already in effect for specific import categories.On that same day, he also speculated that he might impose a universal tariff on all imports, saying that he believed all countries, allies or not, were taking advantage of the US, and he didn't like that.Less than a week later, Trump announced that he would impose 25% tariffs on all good from Colombia, with immediate effect, and would double that tariff to 50% within a week. This appears to have been a punishment for the Colombian government's decision to turn back planes full of immigrants the US government deported and sent their way, without approval from the intended recipient of those deported people, the Colombian government. There was a minor tiff between these governments, but the White House declared victory on the matter later that night, saying the tariffs would be held in reserve, implying they could come back at any time if their demands are not met.An executive order implementing the threatened 25% tariffs on Canada and Mexico was signed on February 1, and a new 10% tariff on China went into effect the same day. Countermeasures were threatened by everyone involved, and after Trump published a social media post saying there would probably be economic pain for a while, his government agreed to a 30 day pause on tariffs for Mexico and Canada, while also threatening new tariffs against the European Union; another long-time US ally.The new 10% tariff on Chinese imports went into effect on February 4, and China retaliated with its own counter-tariffs on US goods, including things like farm machinery and energy products. It also implemented new restrictions on the export of rare earth minerals to the US—a category of raw materials everyone is scrambling to secure, as they're vital for the production of batteries and other fundamental technologies—and they launched a new antimonopoly investigation into Google, which deals with some Chinese companies.On February 10, Trump reimposed a 25% tariff on all foreign steel and aluminum; a move that made US metal companies happy, but essentially all other US companies very unhappy, and in mid-February he threatened even more, broad, and vague tariffs on basically everyone, saying he's doing what he's doing in order to force companies to move manufacturing infrastructure back to the US, after decades of offshoring everything.At the end of February, Trump said the delayed tariffs on Canada and Mexico would go into effect, as planned, on March 4, alongside those new 10% tariffs on China. On that day, Canada implemented its own counter-tariffs on the US to the tune of 25% on about $155 billion of US goods imported by the country.Canada and Mexico send about 80% of their exports to the US market, so their economies are expected to be hit hard by this trade war. China, in contrast, only sends about 15% of its exports to the US, so the impact will be more tempered.These three countries, though, are the US's largest trading partners, collectively accounting for over 40% of US imports and exports. In addition to buying a lot of US goods, they also export the majority of things like oil, beer, copper wire, chocolate, and other goods that the US consumes; and the cost of tariffs are almost always passed on to the end-consumer, so higher tariffs on these sorts of goods mean raised prices on a lot of stuff across the economy.On March 6, after a lot of back-and-forth with US automakers and with the Mexican and Canadian governments, a lot of the tariffs placed on goods from these countries were suspended, the US government denying that their withdrawal had anything to do with the US market, which was suffering in response to this wave of economic disruptions—though many tariffs were kept in place, and Trump said the US would still impose tariffs on all steel and aluminum imports beginning on March 12.On the 12th, the EU and Canada announced a new wave of retaliatory tariffs against the US, though the European side said they would hold off on their implementation of these tariffs, waiting till April 1 to see what happens. The next day, Trump threatened a 200% charge on alcoholic products from the EU in response to their planned 50% tariffs on US whiskey and other products within their borders.At the moment, as of mid-March 2025, a lot of these tariffs are still speculative, as it's generally understood, from Trump's bombastic approach to deal-making and his previous backtracking from these sorts of threats, that many of these tariffs could disappear, announced solely to provide leverage against those Trump wants to squeeze for more concessions and what he considers to be more favorable trade terms. Some of them could become concrete reality, though, and part of the issue here is that it's nearly impossible to know which is which, because there also seems to be a larger effort to rewire the US and global economies by this administration—and that effort, plus the uncertainty caused by tariffs and similar actions, are leading to some pretty severe market upsets within the US, and resultantly around the world, as well.And that's what I'd like to talk about today: the impacts of these tariffs and other actions by this administration, so far, and what might happen next, based on currently available numbers and analysis.—Economies are ridiculously complex systems, and it's impossible to say with 100% certainty what caused what, and to what degree things would be different had some other path been taken by those in control of various regulatory and economic levers.That said, the nonpartisan Tax Foundation has estimated that just those first batch of proposed tariffs by the US government, not including impacts from foreign retaliations, which could be substantial, will reduce US GDP by about 0.4% and reduce total hours worked by the equivalent of 309,000 full-time jobs; so a lot less output, and a lot less overall productivity.That's on top of the estimated 0.2% long-term decrease in US GDP caused by the first Trump administration's tariffs, which were maintained by the subsequent Biden administration.These existing tariffs raised prices in the US and reduced both output and employment, which means the boom the US economy saw under the Biden administration might have been even boomier, had those tariffs been dropped. But now they're more or less locked in, and these new tariffs will probably amplify their effect, near-term and long-term.On top of that, the constant threats and pullbacks and seemingly off-the-cuff decisions to implement what amounts to all sorts of huge-scale taxes on a frenetic array of goods, including luxuries, but also some very fundamental things, like the metals we use to build and manufacture basically everything, is stoking uncertainty throughout the US and global economies.That uncertainty has wide-ranging impacts, but one of the most direct consequences is that consumer sentiment in the US has nose-dived, as ordinary people worry about the combined impacts of tariffs, cuts to government programs, layoffs across government agencies, and new restrictions on immigration, which even ignoring the human element of such things can cause all sorts of issues across industries that rely on immigrant workers to stay afloat.In mid-March of this year, US consumer sentiment hit 57.9, down from 64.7 in February. That's the lowest its been since November of 2022, it's down 27% from a year earlier, and it's a lot lower than economist predictions for this month, which were set at 63.2.Consumer sentiment tells us how people are feeling about the economy, about their potential to earn, and about where things are going. This influences how people spend, how they consume, and that in turn helps determine how the overall economy will go in the coming years, as people will be more likely to hunker down and save, taking as few risks as possible and making fewer purchases if they believe things will be rough; which in some cases can become a self-fulfilling prophecy, because those behaviors tend to shrink the economy, which leads to less output, fewer investments being made, more layoffs, and so on. That means a drop in consumer sentiment can make things bad even if they would otherwise be good, but if they're bad already, they can become even worse because folks stop doing things that would improve the economy, out of self-preservation.And that impact can be just as pronounced when things are weird and wobbly, rather than outright bad, as seems to be the case in the US at the moment.There's no firm evidence that the US economy is destined for a recession at this point, but the Russell 2000 index, which is made up of smaller companies than indexes like the S&P 500, and which is thus more prone to on-the-ground variables than its larger index kin, has dropped more than 16% since November, when it hit a new high on optimism about what the new Trump administration might do for businesses and the economy.The S&P 500 also collapsed, though about half as much, and it rallied somewhat last week as investors bought the dip, scooping up stocks at lower prices following that drop. But there's a lot of speculation that this might be a so-called dead cat bounce recovery—a moment in which a market seems to be recovering from a drop, but where it's actually just bouncing up a little before heading back downward—and even this index, which is packed with corporations that are less susceptible to brief market wobbles than those in the Russell, might be heading for another downswing in the coming weeks, based on a lot of the economic numbers used to predict such things, at the moment.One such metric is interest in alternative assets like gold, and the price of gold hit a new high last Friday, surpassing $3,000 per ounce for the first time ever.That's not something you tend to see when markets are healthy and people expect them to do well; if they are healthy and expected to surge rather than collapse, people tend to put their money in the market, not in shiny metals. But the shiny metals bet seems to be appealing right now, which hints at an even broader suspicion of the US economy than even that consumer sentiment and those bad market figures anticipate.And the market figures have been bad. In just 3 weeks, beginning on February 19, the S&P alone lost more than $5 trillion in value.The Atlanta Fed, which uses a fairly reliable model to predict future US GDP numbers, was predicting a healthy nearly 4% increase for the US's GDP for the first quarter of 2025 back in late-January, early-February, but that prediction plummeted from positive 4% to negative 2.4% by early March.That figure could still change, as it's informed by data that don't all arrive at the same time, but it's still a staggering drop, and it reflects the impact of all these tariffs, but also all the destruction of government programs and agencies, the mass firings, and of course the uncertainty caused by all of these things in aggregate, alongside the impacts of said uncertainty on everyone at all scales, from trade partners to US-based small businesses to individual consumers.So few people and institutions are happy about what's happening right now, but it does look like, in the immediate future, at least, there are some beneficiaries of all this tumult.Markets in China are flourishing, especially Hong Kong's Hang Seng index, which is up more than 20% since Trump's inauguration on January 20. And Europe's market, which has struggled with stasis for years now, is up more than 4% over that same period.Uncertainty about markets, but also military alliances, especially NATO, have pushed Germany—which has struggled since Russia invaded Ukraine, when their energy markets were utterly scrambled, which in turn hobbled their massive manufacturing base—Germany has unleashed a huge amount of government funds on their economy, and that big uptick in spending has helped basically the whole EU market grow. The German government has traditionally been tight-pocketed, but a declaration by the incoming Chancellor that they would do whatever it takes to both defend themselves and boost their economic outlook in the face of unreliable backing from their long-time ally, the US, has bolstered enthusiasm and optimism throughout the region, bringing EU nations closer together, increasing spending on all sorts of fundamentals, and bringing them closer to the Canadian government, as well.The Chinese government has recently indicated they'll be injecting a bunch of money and other types of support in their economy, as well, which creates a stark contrast with the US government, which seems to be refocusing on pulling government resources from across society and the economy, and spending mostly on tax cuts for the wealthiest people and biggest companies, instead.The US government's efforts to go America first, and not do anyone, even its longest-term, most reliable allies, any favors, or even trade in what might be considered a balanced way, thus seems to be scrambling US markets while simultaneously stoking those that are being cut off, unifying aspects of the rest of the world in antagonism against the US, while also providing them with incentive to reinvest in their own markets; which could be good for them long-term, making them less reliant on the US in all sorts of ways, but which seems pretty bad for the US in particular, short-term, and casts the US-dominated global order into disarray for the immediate future, with all sorts of consequences, economic and otherwise.The degree to which this impacts Trump's approval ratings has yet to be seen, as while his approval is collapsing, especially on the economy, right now, a lot of the most serious economic impacts are expected to fall hard on regions that most enthusiastically voted for him, and Republican talking points have already pivoted toward messaging that implies suffering for a while is good and patriotic.That message might succeed and keep people on side even as their investments collapse and tariff-driven inflation hits their bottom-lines, or it might not. But it seems like the administration is ramping up for a version of austerity that doesn't actually reduce the deficit, but instead takes a bunch of money from programs and investments that helped these areas, and moves it to other stuff that mostly helps fund tax cuts for wealthy allies of the administration—and that could come back to bite them, come election season.All of this is also happening in parallel to the many political maneuverings of the administration and its opposition, though, and just recently the Republican-held congress was able to pass a funding bill, moving a lot more authority and control to the White House; so whatever the short-term approval numbers show, none of this seems to be having much of a negative impact on Trump's control of government. That could change, though, over the course of the next year, leading into 2026's midterm election, when the makeup of congress could be influenced by these and similar decisions.Show Noteshttps://www.reuters.com/markets/us/futures-rise-after-volatile-week-consumer-data-tap-2025-03-14/https://www.wsj.com/economy/consumers/consumer-confidence-march-2025-drops-trump-trade-e7e0964dhttps://www.axios.com/2025/03/15/economic-indicators-recession-riskhttps://www.cnn.com/2025/03/14/investing/gold-price-today-3000-ounce-intl/index.htmlhttps://www.cnbc.com/2025/03/14/us-stock-market-loses-5-trillion-in-value-in-three-weeks.htmlhttps://www.nytimes.com/2025/03/14/business/russell-2000-bear-market.htmlhttps://www.atlantafed.org/cqer/research/gdpnowhttps://www.nytimes.com/2025/03/14/us/politics/stock-market-correction-trump-tariffs.htmlhttps://www.nfib.com/wp-content/uploads/2025/03/NFIB-SBET-Report-Feb.-2025.pdfhttps://www.nytimes.com/2025/03/14/your-money/car-shopping-trump-tariffs-cfpb.htmlhttps://www.nytimes.com/2025/03/16/business/trump-sp-500-stocks-europe-china.htmlhttps://archive.ph/GNPRfhttps://www.realclearpolling.com/polls/approval/donald-trump/issues/economyhttps://www.nytimes.com/interactive/2025/03/15/business/economy/tariffs-trump-maps-voters.htmlhttps://www.nytimes.com/2025/03/15/us/politics/trump-spending-bill-government-shutdown.htmlhttps://www.wsj.com/finance/stocks/investing-stocks-risk-strategies-trump-policies-c4a5d3d9https://www.wsj.com/finance/currencies/trump-trade-tariffs-us-dollar-value-814cbe37https://www.wsj.com/livecoverage/stock-market-today-dow-nasdaq-sp500-03-17-2025https://www.politico.com/news/2025/03/16/wall-street-hoped-scott-bessent-would-keep-trump-in-check-he-had-other-ideas-00231771https://www.businessinsider.com/wall-street-mergers-acquisitions-ipos-hiring-slumps-trump-tariffs-2025-3https://www.politico.com/news/2025/03/14/trump-trade-wars-consumer-sentiment-00230833https://archive.ph/fUKPshttps://www.nytimes.com/2025/03/13/business/economy/trump-tariff-timeline.htmlhttps://www.nytimes.com/2025/03/14/business/energy-environment/trump-energy-oil-gas.htmlhttps://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Today's slide deck: https://bit.ly/3DLe6SW   - The US market found some more solid buying support than it has in a while, but not yet enough to turn the technical tide. We look at what forces could drive the market in either direction, but suspect that US under-performance relative to a hard charging Europe may be here to stay for a while. A thorough look at FX, gold and silver, important links, the macro calendar and more on today's pod, which features Ole Hansen on commodities and John J. Hardy on FX and Macro. John's latest FX Update. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

European bourses are in the green ahead of German fiscal reform while US futures languish near the unchanged mark into data.Presidents Trump & Putin to hold a call between 13:00-15:00GMT, which the Kremlin says will last for as long as it takes. USD broadly on the backfoot, EUR/USD and GBP/USD both hit fresh YTD peaks while JPY hands back recent gains.Bunds softer into the Bundestag vote, USTs essentially flat with yields mixed and the curve steeper.Crude and Gold are underpinned by geopols while Gas pulls back into the Trump-Putin call.Looking ahead, highlights include Canadian Inflation, US Industrial Production, Imports/Exports, Japanese Exports/Imports, German Bundestag third reading on fiscal reform (vote), US President Trump-Russian President Putin Call, Speakers including ECB's Escriva & NVIDIA CEO Huang, Supply from the US, Earnings from XPENG.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Senate voted 54-46 to pass the stopgap funding bill to keep the government funded through September 30th.European bourses modestly firmer whilst US futures are in negative territory.USD is a touch softer ahead of a risk-packed week; Antipodeans benefit from Chinese data and as China unveiled a plan to boost weak consumption.EGBs bid with OATs leading after Fitch while Bunds await fiscal updates.Gas deflates after US President Trump said he will speak with Russia's President Putin on Tuesday and may have something to announce on Ukraine-Russia talks by Tuesday.Looking ahead, US Retail Sales & ECB's Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

As Donald Trump announces plans to double tariffs on Canadian steel and gas, we take stock of how the US markets are reacting.Tesla shares are taking a big hit—but is this about broader challenges facing electric vehicle makers, or fallout from Elon Musk's political moves?We'll also head to Greenland, where voters are going to the polls amid renewed interest from President Trump in buying the Danish territory.And one of the world's biggest sports franchises Manchester United, is planning a new 100,000-seat stadium—but with questions over financing, can they make it work?

Episode 535: Neal and Toby discuss if recent market activity are reasons to believe the US is losing its lead as the most sought after financial destination. Then, a report says OpenAI may be planning a top, top-tier AI agent that could provide PhD levels of research for a hefty price. Also, Abrdn firm is returning the vowels back into its name after years of online ridicule. Meanwhile, sports analytics and Stephen A. Smith are the weekend's winners. Finally, a preview of the week ahead.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focus in a particular sector, such as technology, are subject to greater risks and are more greatly impacted by market volatility, than more diversified investments. Invesco Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

US markets are down today after President Trump refused to rule out recession in an interview — could uncertainty over tariffs and the economy be fuelling the decline? The Nasdaq suffered its worst day in several years, closing down by four percent.How are the on-again, off-again tariffs affecting businesses? Rahul Tandon speaks to an American seafood wholesaler who imports oysters from Canada.And President Trump wants to take over Greenland - why?

Many healthcare businesses dream of expanding into the US—it's the world's biggest healthcare market, after all. But size doesn't always equal opportunity. The US is highly regulated, expensive, and incredibly competitive. Without the right strategy, even the best companies can struggle. In this episode, I sit down with Angela Spang, award-winning entrepreneur and founder of June Medical, who has successfully scaled businesses across the UK, US, and Sweden. She shares the five key lessons she learned while launching into the US healthcare market—so you don't have to learn them the hard way. Tune in to learn: