Podcasts about us treasury

The yield on the benchmark 10-year US Treasury moved up 50 basis points last week, representing one of the most significant single-week increases on record. As the US administration's unpredictable tariff policies continue to unsettle markets, how can investors navigate this challenging investment landscape?Steve Wang, Fixed Income Specialist Asia at Julius Baer, sits down with Esteban Burbano, Managing Director and Fixed Income Strategist at PIMCO, to discuss the current economic picture, the impact of tariffs on inflation expectations and how the Federal Reserve might respond, the state of the US Treasury market, and the opportunities in the fixed income market amidst this unprecedented volatility.(This episode was recorded on 17 April 2025)

Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode 249 to discuss the state of the economy.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Dr. Shilling explains why he believes we are headed for a recession, if not already in one. He analyzes how Trump's tariff policies are disrupting global trade relationships and creating economic uncertainty while simultaneously forcing countries like China to the negotiating table. Despite these headwinds, Dr. Shilling reveals why he remains bullish on US Treasuries and the dollar as safe havens, shares his optimistic outlook on Indian stocks over Chinese investments, and advises listeners to build "fortress-like balance sheets" to weather the coming economic storm.Timestamps:00:00 - Introduction and welcome back Dr. Shilling01:50 - Historical context: US economic role since World War II03:34 - Impact of globalization on US manufacturing04:14 - Trump's changing approach to international trade06:37 - China's position and recent willingness to negotiate09:03 - Signs of recession and economic vulnerabilities12:33 - Bond market volatility and US Treasury outlook17:18 - Perspective on gold reaching record highs19:11 - Current investment allocations and strategies20:21 - Why India may surpass China in global leadership24:19 - Media coverage of market fluctuations vs long-term outlook26:47 - Dr. Shilling's history of contrarian economic predictions29:56 - Assessment of current economic vulnerabilities32:04 - Consumer debt and "buy now, pay later" trends33:27 - The US debt bomb and dollar's reserve currency status36:52 - Potential outcomes of tariff policies39:43 - Contact information and subscription details40:42 - Closing advice: maintaining a "fortress-like balance sheet"Access Dr. Shilling's monthly newsletter INSIGHT by calling this toll free number (1-888-346-7444) or visiting his website (https://www.agaryshilling.com/).

As tariff concerns rippled through financial markets around the world, the 10-year yield on US Treasury bonds advanced 50 basis points this week. That is the most in more than two decades. Hosts Adam Tooze and Cameron Abadi talk about what fluctuations in the bond market mean and why it's put a scare in investors. Plus in the second half of the show, the cost and benefits of nuclear proliferation from the perspective of defense budgets, nuclear waste, and international security. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall St. veteran, crypto advocate, and CEO of Custodia Bank Caitlin Long returns to the podcast to ask the questions and get to the bottom of what's really going on inside of the changes to the US Treasury and global dollar plumbing markets.  This is one of those episodes where my head was spinning as we kicked the ball back and forth.  Show Notes:Custodia BankCaitlin on XNic Carter Article - Signature Didn't Have to Die, Either Tom on XGold Goats 'n Guns Patreon

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy upheavals of my career, I reached out to Mark to help us make sense of this situation. We recorded this episode on Thursday, the 10th of April, and talked about the general principle behind tariffs, the global trading system, the goals of President Trump, and the market reaction. Please enjoy this conversation with Mark Dow. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx 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 (00:00:07) Understanding Tariffs: Historical Context and Rationale (00:01:05) China's Role in Global Trade (00:01:54) Impact of Automation on Jobs (00:03:07) Trump's Trade Policies and Their Implications (00:04:20) Challenges with Current Tariff Approaches (00:05:37) Global Trade Imbalances and Misconceptions (00:06:07) Market Reactions and Economic Consequences (00:21:35) Political Shifts and Economic Policies (00:25:56) Trump's Economic Policies and Wage Stagnation (00:26:42) Tariffs and Their Impact on Small Businesses (00:27:20) Market Reactions and Economic Surprises (00:28:41) Equity and Credit Market Dynamics (00:30:59) China's Strategic Moves and Market Implications (00:33:49) The Fed's Role in Economic Stability (00:39:00) Global Trade Relations and Soft Power (00:49:08) Negotiating with Trump: Strategies and Challenges Learn more about your ad choices. Visit megaphone.fm/adchoices

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

After Donald Trump imposed 145% tariffs on China, he was forced to issue exemptions for Chinese made cellphones, computers, semiconductors, and other electronics, because the deindustrialized US can't make them. Trump's huge trade war immediately failed, demonstrating that China is much stronger economically than the USA thinks. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=w6t1oQ5G668 Topics 0:00 Trump's trade war 0:45 Exemptions for Chinese electronics 1:56 China's trade with USA 2:27 Myth of US reindustrialization 3:26 Goals of tariffs 4:40 Lack of industrial policy 5:49 Trump's tariff exceptions 9:14 Trump begs Xi Jinping to call him 9:56 (CLIP) Howard Lutnick on China 10:12 China and Vietnam boost ties 11:28 China's economic strength 13:51 Airliners 16:05 Semiconductors 19:15 AI 20:47 China's technological development 22:43 Backfiring on US economy 23:43 Luxury goods 25:09 China's exports 27:13 China holds more cards than USA 29:22 US Treasury securities (bonds) 30:35 US unipolarity is over 31:20 Multipolarity 32:24 Outro

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

In this episode, Cameron and TK dive into the tumultuous week in the markets, heavily influenced by the Trump administration's tariff announcements and subsequent pause. They discuss the impact on US Treasury bonds, China's long-term economic strategy, and the potential breakdown of global trust in the US economy. They briefly cover portfolio updates, Ray Dalio's perspective on the breakdown of the global order, and company-specific news including Accent Group (AX1), Findi (FND), Comms Group (CCG), Perenti (PRN), Telstra (TLS), and TK's new board appointment at Clime Investment Wealth (CIW). TK also provides a detailed "Pulled Pork" analysis on Cedar Woods Properties (CWP). The episode concludes with after hours.

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

Android to get "Lockdown Mode". What's in the new editions of Chrome and Firefox? Why did Apple silently re-enable automatic updates? My new iPhone 16, Chinese tariffs and electronics. Dynamic "hotpatching" coming to Win11 Enterprise & Edu. Why is it so difficult for Oracle to fess up? Another multi-year breach inside US Treasury. An Apple -vs- the UK update. "Thundermail" (Can't someone come up with a better name?) The (in)Security of Programmable Logic Controllers. When LLM's write code and hallucinate non-existent packages. Wordpress core security and PHP gets an important audit. Device-Bound Session Credentials update session cookie technology Show Notes - https://www.grc.com/sn/SN-1021-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/securitynow vanta.com/SECURITYNOW threatlocker.com for Security Now legatosecurity.com bitwarden.com/twit

The topics and stocks mentioned/discussed includes: Stocks to combat Trump's Tariffs Centrica / CNA Coca Cola HBC AG / CCH Lloyds Banking Group / LLOY BT Group / BT. Tesco / TSCO J Sainsbury / SBRY HSBC Holding / HSBA Legal & General Group / LGEN US Treasury 10 year yield Bonds National Insurance Increases FTSE 100 / Nasdaq / Dow Jones Index / S&P 500 Psychology / Patience / Don't follow the herd /Fear Dividends Long-term investing Pound cost averaging Cash / ISA Season Takeovers Volatility Investing / Trading Menphys Charity Just Giving Fundraising page Psychology Investing / Trading & much more Sharescope special discount offer code ShareScope : TwinPetes Harriman House books Harriman House – Independently minded publishing support the TwinPetesInvesting Challenge Investors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge Henry Viola-Heir's blog Home – The Ethical Entrepreneur Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here where  Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

Kia ora,Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news gold has taken off, hitting yet another new all-time record high as fear stalks markets today and risk is definitely 'off'. But the NZD is rising. As we publish, markets are moving quickly so this snapshot will date just as quickly.But first in the US, mortgage applications fell -8.0% last week from the same week a year ago, with the refinance component down a rather sharp -12% on the same basis. These retreats came as benchmark mortgage rates rose +20 bps from a week agoA rush to buy cars ahead of the April tariff taxes delivered a boost to March retail sales that was even more than expected. Without those car sales, March retail was barely improved, and that does not adjust for price inflation so in volume terms, core retail sales are declining now. That trend will have global implications.American industrial production rose +1.3% from a year ago and this does adjust for price changes, so a small improvement. But it did shrink in March compared to February.Sentiment by American house builders was little-changed in March from February, but it is -21% lower than a year ago, and -13% lower than two years ago. In fact, excluding the pandemic, you have to go back to the GFC to find it this poor in a March month. That is not good because it is the start of their Spring selling season. Survey results show that tariff taxes are not being paid by importing countries, rather by the builders at this stage. As profits dive, that will be passed on to buyers next.There was a US Treasury 20 year bond auction earlier today and demand was slightly lower so the median yield rose to 4.75%. That is a rise from the 4.59% at the prior equivalent event a month ago.Fed boss Powell was talking earlier today, saying that tariffs pose a real challenge to meet their dual inflation+jobs mandates. Inflation pressures are here now which argues for rate settings to rise, while economic growth is expected to leak away soon hurting jobs, arguing for a rate cut. He said they will "wait for greater clarity" to see where the dominant pressure comes from.These comments were not the magical thinking equity markets wanted to hear, and the realities of what faces the US economy has seen Wall Street pull back today. The Nasdaq is down -3.9%, the S&P500 down -2.8%. The Dow is down -1.8%. Gold is the safe-haven parking lot.In Canada, they are also waiting. Rather than continue with their rate cut track, the Bank of Canada has paused that track, keeping its policy rate at 2.75% as they too watch inflation rise and economic activity leak away. Interestingly, the TSX is only down -0.3%, hit far less than Wall Street.Across the Pacific, Japan's February machinery orders rebounded sharply, rising well above market expectations for a modest +0.8% increase to its highest level in a year. Manufacturing orders rose +3%, while non-manufacturing orders jumped +11.4%. This rise matches the separate machine tool order data for March which was also up sharply. And these first see prosperity ahead; The Reuters Tankan sentiment index rose sharply in April. But the same firms surveyed were gloomy for the months further out in 2025.China claimed its economy grew at a +5.4% rate in Q1-2025 (real), the same rate as for Q4-2024. They said retail sales were up +5.9% (nominal) in March from a year ago, better than the +4.0% in February and the best rise since December 2023 which benefited from a low base. They also said industrial production was up +7.7% (nominal) in March, far better than the +5.6% expected and far better than the +5.9% February gain. Electricity production was only up +1.8% (real) year on year in March, so either they are making spectacular energy efficiency gains, or something other than electricity powers their industry, or something doesn't add up. Anecdotal reports from many regions don't paint quite the picture these official stats paint.Meanwhile, Chinese new home prices in March edged lower from February, but there are range of changes in the 70 top Chinese cities. Still only Shanghai shows a year-on-year gain. Among the same cities, none show any gain for resales of existing houses and some declines are now as much as -11% (Jinhua, 7 mln population, and Tangshan, 7.7 mln).The UST 10yr yield is now at 4.27%, down another -6 bps from this time yesterday. The price of gold will start today sharply higher at a new record of US$3337/oz, and up +US$108 from yesterday or +3.3%.Oil prices have firmed marginally, up +50 USc from yesterday to be now just over US$62/bbl in the US and the international Brent price is now just over US$65.50/bbl.The Kiwi dollar is now at 59.3 USc, up +20 bps from yesterday at this time and still the highest since mid-December. The fall of the USD embeds. Against the Aussie we are unchanged at 92.9 AUc. Against the euro we down -40 bps from yesterday at just on 52.4 euro cents. That all means our TWI-5 starts today now just on 67.6 and unchanged from yesterday.The bitcoin price starts today at US$83,854 and holding again, down less than -0.9% from this time yesterday. Volatility over the past 24 hours has again been modest at +/- 1.3%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. This podcast will take a break over the Easter holiday weekend and we will do this again Tuesday.

The US is considering strategies to increase its Bitcoin reserves without using taxpayer money. One approach involves redirecting revenue generated from tariffs imposed under the "America First" trade policy. Another option being explored is revaluing the US Treasury's gold certificates to their current market price and using the surplus to purchase Bitcoin without selling any gold. These considerations follow an executive order from Donald Trump to establish a Strategic Bitcoin Reserve, initially stocked with seized cryptocurrency. The administration aims for these acquisition methods to be budget-neutral, avoiding the need for congressional appropriations.See omnystudio.com/listener for privacy information.

On today's episode: President Donald Trump defends his economic plan; suspected US airstrikes kill at least seven in Yemen, Houthi rebels say; Iran-US discussions to continue; Rory McIlroy wins the Masters to complete the career Grand Slam. Some top tech leaders have embraced Trump. That's created a political divide in Silicon Valley. Trump is 'fully fit' to serve as commander in chief, his doctor says after recent physical. Measles exploded in Texas after stagnant vaccine funding. New cuts threaten the same across the US. Judge relaxes ban on DOGE access to sensitive US Treasury information. Trump administration says it will exclude some electronics from 'reciprocal' tariffs. Trump administration ordered to unfreeze funding in dispute with Maine over transgender students. Schools lined up for help getting cleaner school buses. Then came the EPA freeze. Trump wants Congress to end the changing of clocks and keep the country on daylight saving time. Police Someone set fire to Pennsylvania governor's residence; no one was injured. Schumer seeks to halt flights for New York helicopter company after deadly Hudson River crash. US measles cases surpass 700 with outbreaks in six states. Here's what to know. Washington, DC, faces budget crisis after House leaves $1.1 billion hole in city coffers. US stocks jump and the bond market swings to cap Wall Street’s chaotic and historic week. Eric Dane, star of 'Euphoria' and Grey's Anatomy,' reveals he has ALS. Rory McIlroy finally gets his green jacket, a former LSU star and NFL Draft prospect dies, the Clippers clinch a playoff spot as Warriors fall to play-in, the Jets earn their first-ever Presidents’ Trophy and Garrett Crochet gets his revenge against the team that traded him. Paige Bueckers is projected to go No. 1 in WNBA draft to Dallas Wings. Morant changes 3-point celebration to pretend grenade toss in light of league fines and warnings. Joe Flacco is returning to the Cleveland Browns on a 1-year deal. Convalescing Pope Francis opens Holy Week with in-person greeting in St. Peter's Square. Osaka Expo opens in Japan offering a vision of the future. Here's what to know. UK government takes over day-to-day running of British Steel from Chinese owner Jingye. China's exports jump 12.4% in March as bigger US tariff hikes loom. Russian missiles hit Ukrainian city of Sumy during Palm Sunday celebrations, killing more than 30. Foot-and-mouth disease outbreak in Central Europe leads to animal culls and border closures. —The Associated Press About this program Host Terry Lipshetz is managing editor of the national newsroom for Lee Enterprises. Besides producing the daily Hot off the Wire news podcast, Terry conducts periodic interviews for this Behind the Headlines program, co-hosts the Streamed & Screened movies and television program and is the former producer of Across the Sky, a podcast dedicated to weather and climate. Theme music The News Tonight, used under license from Soundstripe. YouTube clearance: ZR2MOTROGI4XAHRX

Trump's liberation day announcement and the 'reciprocal' tariffs led to stock market crash and high market volatility.  With global stock markets shedding trillions of dollars from its value and the eventual hit on US Treasury bonds as investors dump the bonds and yields on the bonds rise, Trump put a temporary 90-day halt on the tariffs.  President Trump and the US blinked as the market taught it a harsh lesson in international economics.  So what happened?  In this discussion, we chat about the market dynamics and political economy of 'liberation to liquidation' week.

The swift spike in US Treasury yields has caught some of America's largest hedge funds by surprise, and the severe losses they're suffering are suddenly threatening to spill over into the banking system.These "basis trade" players are highly levered in what they considered very safe, very predictable assets.But bond yields jumped so quickly in response to the Trump tariff tempest, that losses -- highly levered ones -- ensued. Now these firms risk defaulting on the banks that provided the leverage for these trades.Could these create another credit system crisis like 2008?It's possible, warns portfolio manager Lance Roberts. It by no means inevitable, but the risk is worth watching very closely.As a result, Lance's firm has reduced its equity exposure and pulled in the duration of its bond sleeve.Lance shares all the details in this week's Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

AP's Lisa Dwyer reports that a judge has relaxed a ban on DOGE's access to sensitive US Treasury information

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:39    Treasury Market Turmoil10:02    RBI Cuts Interest Rates Again19:58    TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.   

Send us a text◆ Did we come close to a full blown crisis before Trump's tariff climbdown? ◆ Will we face another in 90 days' time? ◆ UK regulator's astonishing covered bond rulingWe looked this week into whether the US's decision to postpone the imposition of punishing tariffs by 90 days averted a financial crisis, or merely postponed it.The action in the US Treasury market was not good this week as investors and traders appeared to pile into cash rather than assets. Stock markets were red but the US government bond market caught no safe haven bid and sold off too. The peril abated with the tariff postponement on Wednesday but there were signs of a brewing crisis in the run-up to that decision. We ask whether markets will be better prepared in July if the US goes ahead with its trade policy.We also delve into a decision by the UK regulator, the Prudential Regulation Authority, to disallow non-UK covered bonds from counting as high quality liquid assets for UK banks. We explore the ramifications for UK lenders and the covered bond market.

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news equity markets have cancelled yesterday's relief rally.But first in the US, initial jobless claims rose last week to 215,000, +7.7% higher than the week before, but identical to the same week a year ago. There are now just under 2 mln people on these benefits, up slightly from the 1.93 mln a year ago.US CPI inflation fell to 2.4% in March, its lowest level since February 2021. Because this was data taken before the tariff chaos, it seems this may be the low point for the foreseeable future. Food was up +3.0% and rents were up +4.0%. Medical care was up +3.0%. However petrol prices restrained the overall rises, down -9.8%. Very low oil prices will keep a lid on the total even if other living costs rise much faster.Today's UST 30 yr bond auction was well supported, but the median yield came in at 4.73%, up from 4.56% at the equivalent event a month ago.The US government reported a budget deficit of -US$161 bln in March, a -32% decrease from the previous year, largely due to a calendar shift in benefit payments. Despite this monthly decline, the broader fiscal picture remains concerning, with the US Treasury reporting a -US$1.3 tln deficit for the first half of fiscal 2025, a +23% rise from the previous year. This marks the second highest deficit for the first six months of any fiscal year, trailing only the -US$1.7 tln gap in fiscal 2021. Tax cuts for the rich in this environment looks exceedingly irresponsible, especially if the tax rises on consumers via tariffs don't raise the outlandish sums forecasted.Just how damaged the US government agencies have become, Musk's DOGE fired all the safety regulators that oversaw Tesla.The April USDA WASDE report out overnight shows that US corn inventories are lower than expected. Beef exports are expected to fall on retaliatory tariff actions against the US and beef imports are expected to be lower too for the same tariff reason. The net result seen in lower prices for US producers. Lower prices for US milk producers too as exports shrink. US farmers will be net losers from the tariff hostilities.Across the Pacific, Japanese producer inflation is rising, now its highest since mid-2023. Producer prices there rose +4.2% in March from the same month a year ago, above market estimates of 3.9%. It was their 49th straight month of producer inflation, with cost rising further for most components.Taiwanese exports surged again in March, up +18.6% from a year ago and a record high for any month. A +8.5% rise was expected. That is two consecutive months of outsized expansion. April tariff actions may well affect this impressive result going forward, but if US customers have no alternative sources, the tariff taxes will fall on the buyer.In China, they not only have to fight off the US tariff policies, they have a resurgence of domestic deflation issues. Their March CPI fell -0.1% when a +0.1% was anticipated. Their PPI fell -2.5% when a -2.3% retreat was anticipated. On the consumer price front, food prices are -0.6% lower than a year ago, of which beef prices fell -10.8% and lamb -5.4%. Milk prices fell -1.7% on the same basis. They want to shift to a consumer-based society, but in the meantime their existing export sector is going to take major hits which will affect consumption, and there seems little upside to consumer demand in the current circumstances. Their "over-capacity" is going to expose them. You wonder if they have any more appetite for capitalism's "creative destruction" than Western economies, who have proven to have virtually none.And staying in China, Beijing's drive to turn its economy into a consumption-led one relies of Chinese consumers spending and buying. But the evidence is that they are as spooked by the trade war as anyone and have turned consumption-shy.In March Australian inflation expectations fell to 3.6%, a four year low. But in April they jumped back up to 4.2% underscoring the ongoing uncertainty surrounding their domestic economic outlook and inflation trajectory in the face of fallout from the tariff war. Given they have both a jobs, and an inflation mandate, the RBA is in for a tricky period ahead with its policy choices.Container freight rates rose +3% in the past week to be -23% lower than a year ago. Basically trans-Pacific rates firmed slightly while trans-Atlantic rates eased. Bulk freight rates fell a very sharp -21% in the past week to be -20% lower than year ago levels.The UST 10yr yield is now at 4.40%, unchanged from this time yesterday.Wall Street is currently down -3.4% on the S&P500 in its Thursday trade as the tariff-pause relief rally runs out of puff in the face of realities and reverses. The price of gold will start today at just on US$3162/oz, and up another +US$92 from yesterday.Oil prices have fallen -US$2 from yesterday to be just under US$60/bbl in the US and the international Brent price is now just on US$63/bbl.The Kiwi dollar is now at 57.4 USc, up +120 bps from yesterday at this time and a three week high. Against the Aussie we are up +30 bps at 92.4 AUc. Against the euro we up +20 bps from yesterday at just on 51.3 euro cents. That all means our TWI-5 starts today now just under 66.5 and up +70 bps from yesterday.The bitcoin price starts today at US$79,207 and falling, and down -2.4% from this time yesterday. Volatility over the past 24 hours has been moderate at +/- 2.8%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Treasury's OCC reports a major email breach. Patch Tuesday updates. A critical vulnerability in AWS Systems Manager (SSM) Agent allowed attackers to execute arbitrary code with root privileges.  Experts urge Congress to keep strict export controls to help slow China's progress in AI. A critical bug in WhatsApp for Windows allows malicious code execution.CISA adds multiple advisories on actively exploited vulnerabilities. Insider threat allegations rock a major Maryland medical center. Microsoft's Ann Johnson from Afternoon Cyber Tea is joined by Jack Rhysider, the creator and host of the acclaimed podcast Darknet Diaries. Feds Aim to Rewrite Social Security Code in Record Time.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest In this episode of Afternoon Cyber Tea, Ann Johnson is joined by Jack Rhysider, the creator and host of the acclaimed podcast Darknet Diaries. You can hear the full conversation here. Be sure to catch new episodes of Afternoon Cyber Tea every other Tuesday on N2K CyberWIre and your favorite podcast app.  Selected Reading Treasury's OCC Says Hackers Had Access to 150,000 Emails (SecurityWeek) Microsoft Fixes Over 130 CVEs in April Patch Tuesday (Infosecurity Magazine) Vulnerabilities Patched by Ivanti, VMware, Zoom (SecurityWeek) Fortinet Patches Critical FortiSwitch Vulnerability (SecurityWeek) ICS Patch Tuesday: Vulnerabilities Addressed by Rockwell, ABB, Siemens, Schneider (SecurityWeek) AWS Systems Manager Plugin Vulnerability Let Attackers Execute Arbitrary Code (Cyber Security News) Tech experts recommend full steam ahead on US export controls for AI (CyberScoop) Don't open that file in WhatsApp for Windows just yet (The Register) CISA Warns of Microsoft Windows CLFS Vulnerability Exploited in Wild (Cyber Security News) CISA Urges Urgent Patching for Exploited CentreStack, Windows Zero-Days (SecurityWeek) Pharmacist accused of spying on women using work, home cams (The Register) DOGE Plans to Rebuild SSA Code Base in Months, Risking Benefits and System Collapse (WIRED)  Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami dive into recent market dynamics, focusing on the fluctuating US Treasury yields, the impact of the US-China trade war on the stock and bond markets, and corporate earnings reports. They discuss Walmart's and Delta's recent announcements, the economic implications of increasing tariffs, and the role of confidence in financial markets. The conversation highlights the bond market's significance over the stock market and touches on the future of US debt management. Additionally, they explore the influence of political decisions on economic policy and market performance. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Historic Market Surge and Trade Developments on April 9th In this episode, host Brian Szytel from The Bahnsen Group's Newport Beach office discusses a remarkable market upturn on April 9th. The Dow Jones, S&P 500, and NASDAQ all saw significant gains, breaking a four-day decline and setting historic records. Szytel highlights the highest trading volume in Wall Street history, driven by easing trade tension talks between the US and China. He addresses the stability and dominance of the US Treasury market, downplays concerns about alternative global financial leaders, and provides insights into consumer spending indicators. Szytel advises viewers to maintain a long-term investment perspective amidst the volatility and focus on personal priorities. 00:00 Introduction and Market Overview 00:40 Historic Market Movements 01:39 Trade and Tariff Impacts 02:41 US Treasury Market Insights 03:34 Economic Indicators and Consumer Sentiment 04:51 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On this week's show Patrick Gray and Adam Boileau discuss the week's cybersecurity news: Oracle quietly cops to being hacked, but immediately pivots into pretending it didn't matter NSA and CyberCom leaders fired for not being MAGA enough US Treasury had some dusty corners it hadn't found China in yet, looked, found China in them …which is a great time to discuss slashing CISA's staffing Ransomware crews and bullet proof hosting providers are getting rekt, and we love it And Microsoft patches yet another logging 0-day being used in the wild. This episode is sponsored by Yubico, makers of Yubikey hardware authentication tokens. Yubico's Vice President of Solutions Architecture and Alliances Derek Hanson joins to discuss how the consumer-centric passkey ecosystem has become a real challenge for enterprises. One that Yubico is actually ideally positioned to solve. This episode is also available on Youtube. Show notes Oracle privately confirms Cloud breach to customers Oracle have finally issued a written notification to customers about their cybersecurity incident. Head of NSA and US Cyber Command reportedly fired | Cybersecurity Dive Trump fires numerous National Security Council staff - The Washington Post Trump administration under scrutiny as it puts major round of CISA cuts on the table | Cybersecurity Dive Hackers Spied on US Bank Regulators' Emails for Over a Year - Bloomberg This is how Jeffrey Goldberg got added to the Signal chat Cybercriminals are trying to loot Australian pension accounts in new campaign | The Record from Recorded Future News $500,000 stolen in Australian super fund data breach | Superannuation | The Guardian Australian regulator pulls licenses of 95 companies in effort to crack down on investment scams | The Record from Recorded Future News Everest ransomware group's darknet site offline following defacement | The Record from Recorded Future News On March 28, 2025, a threat actor leaked internal data from Medialand, a major bulletproof hosting (BPH) provider long linked to Yalishanda (LARVA-34). There's a ransomware group named DragonForce going around hacking its rivals. After Mamona and BlackLock, the group has now hacked RansomHub The DragonForce ransomware group hacked two rivals this month CISA, experts warn of Crush file transfer attacks as ransomware gang makes threats | The Record from Recorded Future News Kill Security Campaign Targets CrushFTP Servers National Vulnerability Database | NIST Microsoft patches zero-day actively exploited in string of ransomware attacks | CyberScoop Exploitation of CLFS zero-day leads to ransomware activity | Microsoft Security Blog Is The Sofistication In The Room With Us? - X-Forwarded-For and Ivanti Connect Secure (CVE-2025-22457)

US President Donald Trump wants to use tariffs as part of a plan to save the dominance of the dollar as the global reserve currency. His top economic advisor Stephen Miran outlined the Trump administration's strategy to force other countries to pay the USA to maintain its imperial financial and military order. Ben Norton explains the idea behind the hypothetical "Mar-a-Lago Accord". VIDEO: https://www.youtube.com/watch?v=VnajhDMAWVA Topics 0:00 Trump's top economic advisor 0:42 Trump wants to save dollar hegemony 1:04 (CLIP) Trump on US dollar 1:21 Dedollarization 2:01 BRICS 2:46 (CLIP) Trump threatens BRICS 3:15 Tariffs 3:50 Bretton Woods system 4:38 Keynes' Bancor proposal 5:07 US exorbitant privilege 5:39 Nixon shock, gold standard, petrodollar 6:43 Financialization 7:35 Billionaires 8:01 Deindustrialization 8:10 Current account deficit 8:33 Trump advisor Stephen Miran 9:17 Overvaluation of US dollar 10:30 Stephen Miran's plan 11:16 Mar-a-Lago Accord 12:59 Economic nuclear war 14:07 Trump admin's goals 15:20 Paying for US empire 17:30 Trump admin's 5 demands 20:25 (CLIP) Sharing costs of US empire 21:13 China 21:32 (CLIP) Decoupling from China 21:55 Hudson Institute 23:58 US financial crisis of 2008 25:42 Manufacturing 26:02 Trump hits China with 104% tariffs 27:23 Economic game of chicken 27:50 Can USA win trade war? 30:04 (CLIP) Miran: US has leverage over China 30:59 China vows "to fight to the end" 32:00 US economic dependence on China 33:00 Chinese exports 34:01 China's top export destinations 34:36 ASEAN is China's top trading partner 35:16 Indonesia 36:08 China is world's top trading partner 36:54 China's trade with Russia 38:34 Can USA reindustrialize? 38:52 (CLIP) "We can make stuff at home" 39:09 Reindustrialization is very difficult 41:40 Trade war will hurt Americans 42:17 Moving taxes from rich to poor 43:15 Do other countries pay US tariffs? 43:34 Dollar falls 44:38 Yield on US Treasury securities 46:10 Mortgage rate spread 46:42 Credit card interest rate 47:14 Interest payments on US national debt 48:37 Backlash on US economy 49:51 Danger of blowback 50:31 Plaza Accord revisited 51:16 Changes in global economy 52:50 China learned from Japan crisis 54:33 Imperial hubris 55:12 Vietnam in a multipolar world 58:07 Outro

Wednesday, 9 April 2025, saw the U.S. impose a 104% tariff on China. Beijing retaliated and raised its levy on U.S. imports to 84%. Will this tit for tat erode globalisation, or had the world trade model started unravelling years before Trump took office the first time round? Financial economist Victor Hill talks to Sarah Lowther about the end-of-life psychology driving Donald Trump's executive orders and how equities aren't in the dire straits some commentators would have investors believe. Victor compares Trump's actions to the Nixon Shock of 1971 and argues that while tariffs could generate significant revenue, they could also lead to increased inflation and a potential recession. As usual there's a silver lining and threads of optimism as Victor concludes that despite market volatility, long-term US Treasury yields and safe-haven assets like gold and the Japanese Yen are showing resilience. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In this episode we had the honor to speak with entrepreneur and poetic artist Jose Cordon, known as CordonConcepts, is a sought after spoken word poet, Antioch's Poet Laureate, and founder of Grassroots Poetry. His upbringing in a church-going immigrant home taught him the value of faith, work ethic, and service. In that spirit, Cordon has helped develop and launch 2 art and culture programs in Contra Costa County. His captivating poetry has been viewed millions of times across social media and has been shared with the US Treasury, Google, and several universities and organizations nationwide. He's been featured in billboard campaigns, documentaries, and in an award-winning short film. Cordon combines his experience as a community organizer and son of immigrants to deliver original, moving, and educational poems that are changing the way people think about poetry. His poetry can be found on social media, Youtube, and music streaming platforms @CordonConcepts 

Last night President Trump delivered a 99 minute speech in which he announced a baseline 10% tariff across the board. For many of the 180 countries on that board, the actual number is much higher: China now faces a rate of 54% and it has vowed to take ‘resolute counter-measures' to safeguard its own rights and interests. Markets reacted badly to the news with only gold and US Treasury prices moving higher. Our Chief Economist, David Kohl, joins the podcast to share his thoughts on the impact on economic growth and why the biggest inflationary impact might actually be felt in the US. And Manuel Villegas, Next Generation Research, brings a timely update on AI.00:00 Introduction by Helen Freer (Investment Writing)00:44 Markets wrap-up by Bernadette Anderko (Investment Writing)06:33 Liberation Day: David Kohl (Chief Economist)11:20 AI update: Manuel Villegas (Next Generation Research)15:08 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Step 1: swallow the diamond earrings. Step 2: MENSA is off the table. Plus the US Treasury stopping paper checks, quarterly performance, an IPO and two bankruptcies. Plus plus where to get emergency cash.

A self-proclaimed "MAGA Junkie" admitted during a tearful interview that she now regrets voting for Donald Trump after her job at the US Treasury was terminated by Elon Musk and his DOGE force. The former Trump supporter admits that she was all-in on Trump, with flags, shirts, and other MAGA gear all over the place, but now she realizes that she messed up. These people might be reachable after all, as Farron explains. The Trump administration has managed to anger most countries in North America and Europe, so now they've moved on to alienating our allies in Asia. During a recent press briefing, Karoline Leavitt made up an insane claim that Japan is putting tariffs on imported rice and that the US is going to retaliate, but Japanese officials pointed out that this was a complete fabrication from Leavitt. They then, politely, demanded that the administration put an end to the "confusion and chaos" that their tariff lies are causing. Donald Trump appears to be hellbent on making Canada a part of the United States, but according to a new survey, millions of Americans would rather see their state become a part of Canada. Roughly 20% of US residents in a Canadian survey said they'd rather join Canada than vice versa, a shocking number that shows the distaste for Trump and his policies. Furthermore, a survey from the journal Nature found that scientists and researchers are also wanting to become either Canadian or European to escape Trump's assault on science. Steve Bannon thinks that the writing may already be on the wall for Donald Trump following the latest order from Judge James Boasberg, and Bannon admitted on his show last week that he thinks Trump is going to prison - but only if a Democrat wins the White House in 2028. The truth is that Trump should ALREADY be in prison for the crimes he was convicted for, and he managed to avoid that. But Bannon, as usual, has ulterior motives for this claim, and Farron exposes what's really happening.Text and and let us know your thoughts on today's stories!Subscribe to our YouTube channel to stay up to date on all of Farron's content: https://www.youtube.com/FarronBalancedFollow Farron on social media! Facebook: https://www.facebook.com/FarronBalanced Twitter: https://twitter.com/farronbalanced Instagram: https://www.instagram.com/farronbalanced TikTok: https://www.tiktok.com/@farronbalanced?lang=en

From the US Treasury to the health and wellness community, former Professional Track Athlete Brian Douglas shares how he was able to walk away from his W2 to pursue his dream. In this episode he shares the steps he took to design his ideal life, pitfalls along the way, and valuable insights for those looking to make significant improvement to their health. You don't want to miss this jam packed interview!Get the FREE Real Estate Investing Course: https://masterpassiveincome.com/freecoursesuYoutube: https://YouTube.com/iamrogerwesley// WHAT TO WATCH NEXTStart a Podcast: https://youtu.be/YdKKwSSOnJAMake Money Online: https://youtu.be/WDkRHg3uxR0Flea Market Flipper: https://youtu.be/MYEoeQPT-5E//BEST BUSINESS COURSES I RECOMMENDStart an Online Business: https://successfullyunemployed.co/p24Start a podcast: https://successfullyunemployed.co/podcourseMake money on Etsy: https://successfullyunemployed.co/goldcityCreate a Facebook Ads Agency: https://successfullyunemployed.co/laptopempiresMake $ from nothing as a Flea Market Flipper: https://successfullyunemployed.co/fleamarketflipperLearn how to invest in land: https://successfullyunemployed.co/retipsterLearn more about Dustin and find resources to build an automatic real estate investing business:https://masterpassiveincome.com/NOTE: This description may contains affiliate links to products we enjoy using ourselves. Should you choose to use these links, this channel may earn affiliate commissions at no additional cost to you. We appreciate your support!

Best known for his seminal work on the information content of the US Treasury yield curve nearly 4 decades ago, Campbell Harvey has produced meaningful academic research in all corners of empirical finance. In this episode of the Alpha Exchange, I caught up with Campbell, now a Professor of Finance at Duke and Partner at Research Affiliates, on his recent work on gold, an asset near and dear to me. We discuss his piece “Is There Still a Golden Dilemma?", with Claude Erb that updates work they did back in 2013 on the yellow metal.Our conversation explores the financial properties of gold, with emphasis on its capacity to hold its purchasing power and to help defend against equity market drawdowns. On the first, Campbell makes the point that over the past two decades, gold has easily outperformed inflation. He adds, however, that gold is considerably more volatile than inflation is. Thus, there are periods when gold can also underperform inflation. On the equity drawdown front, Campbell's work shows that, while not an explicit hedge like an S&P 500 put option is, gold has proven durable during risk-off periods.We move to the drivers of the gold price and here Campbell discusses the role of both ETFs and Central Banks. Lastly, and importantly, Campbell's work shows that entry price matters. When the price of gold deviates from fair value, the forward return profile tends to be worse. Today's substantial rally may easily continue, but investors must be mindful of the risks of buying at extended levels.I hope you enjoy this episode of the Alpha Exchange, my conversation with Campbell Harvey.

Blockchain DXB & Society X - AI Review of Our ConversationUnfiltered Chat – Weekly Crypto, Blockchain & AIDate & Time: Noon GST, 27th March 2025Hosts:Markose Chentittha (Oort Foundation + Society X)RA George (Blockchain DXB + Bitcoin DXB)Special Guest:Jermaine Anderson (Founder of Sociallocket)This episode of Unfiltered Chat is entirely AI-generated, providing an in-depth review of our main conversation using Google's Notebook LM. AI has analyzed and structured key insights from our discussion, highlighting crucial developments in Bitcoin, cryptocurrency, and blockchain. For the full discussion, listen to the main conversation on the Blockchain DXB Podcast.AI Analysis of how Jermaine defines BitcoinCommonly used Dapps and their significanceAI Insights on how tariffs could influence BTC & cryptocurrency pricesSummarized perspectives from Jermaine, Markose, and GeorgeShort-term volatility vs. long-term market stabilityInflation trends and global investment breakdown:USA: $4 TrillionUAE & USA: $1.4 TrillionSaudi Arabia: $600BTaiwan Semiconductor: $200BApple: $500BAI Investments (Softbank, Oracle, Sam Altman, DAMAC - $20B)AI Review of Tornado Cash sanctions being lifted and its implicationsSummary of US Treasury's stance and Coinbase Legal Lawyer Paul Grewal's responseStatus of key figures (Roman Storm in custody, Roman Semenov missing, Alexey Pertsev released)Possible case implications under new administrationAI Comparison of ETF (USA) vs. ETP (EU) and their impact on institutional & retail investorsRegulatory perspectives from the SEC and EU Financial AuthoritiesAI Breakdown of the FAIR Act 2023 and its benefits for Bitcoin holdersKentucky's House Bill 701 and its protection for self-custody and crypto miningSEC's investigation into Immutable concluded with no enforcement actionRipple vs. SEC settlement analysis ($50M fine, down from $125M)AI Evaluation of stablecoin volume decline and its market implicationsPancakeswap's dominance in 24hr DEX volumeBinance's $2B investment from MGXTether USDT surpassing XRP in market capAI Overview of Dubai Land Department's Real Estate Tokenization ProjectCollaboration with Dubai Virtual Assets Regulatory Authority (VARA) and Dubai Future Foundation (DFF)DAMAC's $1B tokenization on MANTRA blockchainAI's perspective on KYC and regulatory challengesADGM & Chainlink partnership for tokenization and interoperabilityAI Insights on blockchain standards, proof of reserves, and regulatory developmentsMarkose's Update: AI Analysis of the latest news from Oort FoundationMark Robinson Update: Any notable developmentsJermaine's Update: AI Summary of project and protocol insightsRA George's Update: AI Review of Blockchain DXB & Bitcoin DXB progressUpcoming Beginner-Level Series: AI Perspective on Bitcoin vs. Cryptocurrency for newcomersApril 5th: Arabian Warriors - An OCR eventUse code George20 for 20% discount

On this week's show Patrick Gray and Adam Boileau discuss the week's cybersecurity news: Yes, the Trump admin really did just add a journo to their Yemen-attack-planning Signal group The Github actions hack is smaller than we thought, but was targeting crypto Remote code exec in Kubernetes, ouch Oracle denies its cloud got owned, but that sure does look like customer keymat Taiwanese hardware maker Clevo packs its private keys into bios update zip US Treasury un-sanctions Tornado Cash, party time in Pyongyang? This week's episode is sponsored by runZero. Long time hackerman HD Moore joins to talk about how network vulnerability scanning has atrophied, and what he's doing to bring it back en vogue. Do you miss early 2000s Nessus? HD knows it, he's got you fam. This episode is also available on Youtube. Show notes The Trump Administration Accidentally Texted Me Its War Plans - The Atlantic Using Starlink Wi-Fi in the White House Is a Slippery Slope for US Federal IT | WIRED Coinbase Initially Targeted in GitHub Actions Supply Chain Attack; 218 Repositories' CI/CD Secrets Exposed GitHub Actions Supply Chain Attack: A Targeted Attack on Coinbase Expanded to the Widespread tj-actions/changed-files Incident: Threat Assessment (Updated 3/21) Critical vulnerabilities put Kubernetes environments in jeopardy | Cybersecurity Dive Researchers back claim of Oracle Cloud breach despite company's denials | Cybersecurity Dive The Biggest Supply Chain Hack Of 2025: 6M Records Exfiltrated from Oracle Cloud affecting over 140k Tenants | CloudSEK Capital One hacker Paige Thompson got too light a sentence, appeals court rules | CyberScoop US scraps sanctions on Tornado Cash, crypto ‘mixer' accused of laundering North Korea money | Reuters Tornado Cash Delisting | U.S. Department of the Treasury Major web services go dark in Russia amid reported Cloudflare block | The Record from Recorded Future News Clevo Boot Guard Keys Leaked in Update Package Six additional countries identified as suspected Paragon spyware customers | CyberScoop The Citizen Lab's director dissects spyware and the ‘proliferating' market for it | The Record from Recorded Future News Malaysia PM says country rejected $10 million ransom demand after airport outages | The Record from Recorded Future News Hacker defaces NYU website, exposing admissions data on 1 million students | The Record from Recorded Future News Notre Dame uni students say outage creating enrolment, graduation, assignment mayhem - ABC News DNA of 15 Million People for Sale in 23andMe Bankruptcy

The relationship among banks, FinTechs, and regulators has never been more critical - or more complex for that matter. With technology advancing at breakneck speed, the challenge lies in striking a healthy balance between fostering innovation, while not compromising the safety and soundness of the financial services industry. In this episode of the Risk Intel podcast, host Ed Vincent sat down with industry experts Kirsten Muetzel and Jeanette Quick to unpack the intricate dynamics among banks, FinTechs, and regulators, the role of emerging technologies, and how collaboration can drive better outcomes for all players in the industry. Follow us to stay in the know!

32: Subway Sanitation, Hochul's Reparation Folly, Albany's Criminal Coddling Democrats, NYU-Langone's Transgender Kerfuffle & Musk's Dangerous Takeover of Treasury's Payment Systems.Welcome to episode thirty-two of David & Stu… Unhinged! As always, we'd like to thank Clara Wang for creating the fantastic artwork for this podcast. In this episode, David and Stu cover the following:1) Stu's encounter with a young lady on the subway on her way to school clipping her nails but redeeming herself by not littering;2) Kathy Hochul's reparation committee and the outrageousness of making any such payments when slavery ended 150 years ago and the victims of which are long dead;3) Albany liberals refused to reform NY's criminal justice reform laws even when asked to do so by state district attorneys, including the pro-criminal Manhattan DA, fat Alvin Bragg.4) NYU-Langone Medical Center's refusal to perform gender-affirming surgery on minors due to Trump's executive order, which threatens to pull funding of providers performing such procedures; and5) Trump's dangerous decision to allow Elon Musk access to US Treasury payment systems could potentially jeopardize our national security and finances since Musk has no legal authority to assume this role or much oversight.Connect with David & Stu: • Email David & Stu: davidandstuunhinged@gmail.com and share your comments, concerns, and questions.The views expressed on air during David & Stu... Unhinged! do not represent the views of the RAGE Works staff, partners, or affiliates. Listener discretion is advised.

In this week's Live from the Vault, Andrew Maguire reflects on the Federal Reserve's focus on large-scale bullion repatriations ahead of the US Treasury gold audit, driven by Trump's initiative, and its impact on both the gold market and EFP spreads.Andrew also examines how these moves, combined with intensifying central bank buying and shifting market dynamics are strengthening gold demand, while paper gold positions face increasing pressure ahead of Basel III compliance in July 2025._______________________________________________________________Timestamps: 00:00 Start01:50 Gold price outlook for Q208:05 Gold & silver charts and market analysis17:25 How Trump's tariffs triggered the Fed's gold repatriation efforts25:05 Surge in US fund managers buying COMEX and ETFs30:30 Silver poised for a strong rally towards $38_______________________________________________________________Ask your questions for Andy here: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_215Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

 Guy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they explore the resilience of the gold market in a volatile economic landscape. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

00:00 - PreShow Banter™ — Agent A.I.07:35 - BHIS - Talkin' Bout [infosec] News 2025-03-1010:47 - Story # 1: 12 Chinese hackers charged with US Treasury breach — and much, much more15:25 - Story # 2: Signal President Meredith Whittaker calls out agentic AI as having ‘profound' security and privacy issues25:33 - Story # 3: X/Twitter is down for a third time today27:33 - Story # 4: Developer sabotaged ex-employer with kill switch activated when he was let go33:37 - Story # 5: Undocumented commands found in Bluetooth chip used by a billion devices45:37 - Story # 6: Cybercrime's Cobalt Strike Use Plummets 80% Worldwide46:19 - Story # 7: Majority of Orgs Hit by AI Cyber-Attacks as Detection Lags55:01 - Story # 8: Ransomware gang encrypted network from a webcam to bypass EDR

This week, John and Elliot discuss the Geographic Targeting Orders issued by FinCEN, a letter from two senators to the US Treasury about the Corporate Transparency Act, a new report on the looting of Latin American antiquities by cartels, legislation introduced combat debanking, and other items impacting the financial crime prevention community.

This week, John and Elliot discuss the latest pronouncements from the US Treasury about the Corporate Transparency Act, the new head of the Treasury's Office of Terrorism and Financial Intelligence, the case of theft from a non-profit to support cancer patients, the 2024 Corruption Perceptions Index from Transparency International, and other items impacting the financial crime prevention community.

US Treasury Department sanctions Iranian national accused of running the Nemesis criminal marketplace. Hunters International threatens to leak data stolen from Tata Technologies. Apple challenges U.K.'s iCloud encryption backdoor order. UK competition regulator says no investigation into Microsoft's OpenAI partnership. Stealthy malware campaign targets the UAE's aviation and satellite industry. This week on our CertByte segment, N2K's Chris Hare is joined by Troy McMillan to break down a question targeting the Cisco Certified Network Associate (CCNA) exam. And hackers hit the books. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CertByte Segment Welcome to CertByte! On this bi-weekly segment hosted by Chris Hare, a content developer and project management specialist at N2K. This week, Chris is joined by Troy McMillan to break down a question targeting the Cisco Certified Network Associate (CCNA) exam, 201-301, version 1.1 exam. Today's question comes from N2K's Cisco Certified Network Associate (CCNA 200-301) Practice Test.  According to Cisco, the CCNA is the industry's most widely recognized and respected associate-level certification. To learn more about this and other related topics under this objective, please refer to the following resource: https://learningnetwork.cisco.com/s/article/protection-techniques-nbsp-from-wardriving-attack  To get the full news to knowledge experience, learn more about our N2K Pro subscription at https://thecyberwire.com/pro.  Please note: The questions and answers provided here, and on our site, are not actual current or prior questions and answers from these certification publishers or providers. Additional source: https://www.cisco.com/site/us/en/learn/training-certifications/certifications/enterprise/ccna/index.html Selected Reading Treasury sanctions Iranian national behind defunct Nemesis darknet marketplace (The Record) Ransomware Group Claims Attack on Tata Technologies (SecurityWeek)  Apple is challenging U.K.'s iCloud encryption backdoor order (TechCrunch) UK's competition regulator says Microsoft's OpenAI partnership doesn't qualify for investigation (TechCrunch)   Call It What You Want: Threat Actor Delivers Highly Targeted Multistage Polyglot Malware (Proofpoint) Snail Mail Fail: Fake Ransom Note Campaign Preys on Fear (GuidePoint Security) Fake police call cryptocurrency investors to steal their funds (Bitdefender) Microsoft Teams tactics, malware connect Black Basta, Cactus ransomware (Bleeping Computer)   Investigator says differing names for hacker groups, hackers studying investigative methods hinders law enforcement (CyberScoop)  Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Melissa Broughton is a tax and accounting specialist and the founder of Busy Bee Advisors, helping business owners and entrepreneurs get savvy about complex, even frustrating, tax and bookkeeping situations. Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions. With her husband Eric, a tax professional, Melissa co-hosts a popular podcast, The Real Buzz: Taking the Sting Out of Taxes. She is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.

There has been chaotic uncertainty around billions of dollars allocated by Congress. The Trump administration ordered a pause on — and review of — certain types of federal assistance. A judge blocked that freeze. But reports continue to emerge that certain parts of the government were not getting their money.As a result, hundreds and hundreds of people have lost their jobs, clinics and daycares across the country have been left wondering if they'll have money to operate, retirees have worried about getting their payments.But the United States is a country of transparency. And if you know where to look, there is a way to cut through all the confusion. Because there's this one big pipe from the US Treasury through which most federal spending flows.So, today, we discover a way to go look at that money pipe. And we'll look at some of the people and the programs on the other end of that pipe. And we tell you about a tool (it's at The Hamilton Project! Right here.) that you can use to follow along from home, right now, as this gigantic federal spending story continues developing and developing.Find more Planet Money: Facebook / Instagram / TikTok / Our weekly Newsletter.Listen free at these links: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Help support Planet Money and hear our bonus episodes by subscribing to Planet Money+ in Apple Podcasts or at plus.npr.org/planetmoney.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy