Podcasts about Waller

Today at 11:11 am CST, on the Flyover Conservatives show we are tackling the most important things going on RIGHT NOW from a Conservative Christian perspective! Today at 11:11 am CST, on the Flyover Conservatives show we are tackling the most important things going on RIGHT NOW from a Conservative Christian perspective! TO WATCH ALL FLYOVER CONTENT: www.theflyoverapp.com TO WATCH ALL FLYOVER CONTENT: www.theflyoverapp.com To Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To To Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To ▶ https://flyovergold.com▶ https://flyovergold.comOr Call 720-605-3900 Or Call 720-605-3900 ► Receive your FREE 52 Date Night Ideas Playbook to make date night more exciting, go to www.prosperousmarriage.com► Receive your FREE 52 Date Night Ideas Playbook to make date night more exciting, go to www.prosperousmarriage.comwww.prosperousmarriage.comTommy WallerTommy WallerWEBSITE: https://centerforsecuritypolicy.org/WEBSITE: https://centerforsecuritypolicy.org/https://centerforsecuritypolicy.org/Text GRID to 40509 for Tommy's SlidesText GRID to 40509 for Tommy's SlidesTommy Waller is the President and CEO of the Center for Security Policy, bringing over two decades of distinguished service in the U.S. Marine Corps. Commissioned in 2002 after earning an NROTC scholarship, he served multiple combat deployments to Afghanistan and Iraq, including roles as a Reconnaissance Platoon Commander and Marine Expeditionary Unit officer. Waller's career included leadership positions at Officer Candidates School, completion of advanced military education, and a prestigious executive course at the Wharton School of Business. In the Marine Corps Reserves, he commSend us a message... we can't reply, but we read them all!Support the show► ReAwaken America- text the word FLYOVER to 918-851-0102 (Message and data rates may apply. Terms/privacy: 40509-info.com) ► Kirk Elliott PHD - http://FlyoverGold.com ► My Pillow - https://MyPillow.com/Flyover ► ALL LINKS: https://sociatap.com/FlyoverConservatives

Big O talks Darren Waller & Dolphins 081225

It's probably time we alter our expectations for Darren Waller as a "starting" TE this season.

In this third hour of the show, we find out that Dolphins running back Alexander Mattison who was injured in the Bears pre season game is out for the season with a neck injury. The Dolphins will be bring in running backs this week to help fill that position. Leroy starts to wonder about Tight End Darren Waller and his conditioning then he starts size shaming the Miami Dolphins for being a small team. We end the hour, with the Mix Bag of sound from NFL preseason Week 1.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Chris Waller, founder of Hidden Gems Investing, for his third appearance. Chris shares his deep research into Judges Scientific, a UK-listed serial acquirer of niche scientific instrument businesses. The discussion covers Judges' disciplined acquisition strategy, historical returns, and competitive advantages in attracting founder-led businesses. They examine the challenges of scaling acquisitions, lessons from Geotech, the impact of recent headwinds like US college spending cuts, and long-term growth prospects. Chris also addresses management succession risks, valuation considerations, and the cultural nuances behind the company's dividend policy. The conversation blends analysis of market misperceptions with insights into capital allocation, operational philosophy, and how to sustain high returns in a specialized sector.______________________________________________________________________[00:00:00] Introduction and guest background[00:02:07] Chris on Hidden Gems Investing[00:02:57] Overview of Judges Scientific[00:06:43] Example acquisitions and product types[00:07:47] Market misperceptions and headwinds[00:09:32] Acquisition pricing discipline and competitors[00:13:44] Reputation advantages over new entrants[00:15:39] Acquisition pace and scaling challenges[00:18:43] Geotech acquisition scale and risks[00:20:07] Geotech's business model and setbacks[00:23:53] Expedition delays and revenue impact[00:25:48] Halma example for scaling runway[00:29:17] Management succession considerations[00:32:51] Sale likelihood and culture preservation[00:33:30] US college spending cuts and guidance[00:36:56] Recovery scenarios and uncertainty impact[00:39:21] Potential acquisition opportunities in downturn[00:41:05] Valuation framework and growth assumptions[00:43:34] Business quality vs. peer acquirers[00:44:20] EPS target changes in compensation plan[00:45:37] Dividend policy and UK investor culture[00:48:35] Post-acquisition integration philosophy[00:51:14] Closing thoughts and R&D disciplineLinks:Yet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

US equity futures are slightly weaker, Asia ended mixed, with Japan rallying strongly while most other major markets fell. European markets are mostly firmer. Focus remains on trade developments as Trump's global tariffs take effect, with major trading partners including India and Switzerland continuing to lobby for exemptions. Japan's Akazawa said the US will clarify that the 15% tariff will not stack on top of existing levies and that a revised auto tariff order will be signed. Commerce Secretary Lutnick signaled a likely 90-day extension of the China tariff deadline. Reports said the US has imposed tariffs on certain gold bars traded on Comex, helping push gold to record highs. In US politics, recent Fedspeak has turned more dovish, with Waller emerging as the leading candidate to replace Powell, and Trump nominating CEA Chair Miren to the Fed Board.Companies Mentioned: Tesla, Intel, COSCO SHIPPING Holdings, CK Hutchison Holdings, BlackRock

 RenMac breaks down the sharp rise in effective tariffs and who's really paying for them, how firms may react to margin pressure with layoffs or price hikes, the macro regime shift that's pulling markets back to pre-GFC behavior, how game theory is guiding Trump's Fed chess match and  whether or not Waller is already acting as shadow Fed chair

POTUS suggested there will be India tariff talks until things are resolved; Bessent said China tariffs can be on the table "at some point".Trump appointed CEA Chair Miran as a temporary replacement to fill Kugler's seat at the Fed; BBG reported that Waller is now favourite for Chair.European futures point to a firmer cash open, APAC handover mixed amid earnings and into tariff updates.DXY firmer with G10s mixed/flat, USTs weak following a poor 30yr tapCrude remained near Thursday's lows with newsflow since the Putin-Trump updates light, gold indecisive, copper firmerLooking ahead, highlights include Canadian Jobs Report (Jul), Japanese LDP Joint Plenary Meeting, Speakers including BoE's Pill & Fed's Musalem, Earnings from fuboTV, Tempus AI, Wendy's, AMC Networks, Munich Re & Bechtle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Federal Reserve Governor Christopher Waller is emerging as a top candidate to serve as the central bank's chair among President Trump's advisers as they look for a replacement for Jerome Powell. Earlier Thursday, Trump said he had chosen Council of Economic Advisers Chairman Stephen Miran to serve as a Fed governor. Trump said that Miran, who will need to be confirmed by the Senate, would only serve the remainder of Adriana Kugler's term, which expires in January. The Bloomberg Dollar Spot index declined on the news, with Waller and Miran both having voiced support for lowering interest rates. We got reaction from Ivy Ng, Chief Investment Officer for the Asia-Pacific at DWS. She speaks with Bloomberg's Haidi Stroud-Watts and Paul Allen on The Asia Trade. Plus - trade tensions between the US and India are rising, while President Trump has signaled new sanctions on Russia could land as early as Friday. Treasury Secretary Scott Bessent also added that China levies "could be on the table" over the buying of Russian oil. Meantime, Indian Prime Minister Narendra Modi spoke with Brazil's President Luiz Inacio Lula da Silva on Thursday about strengthening trade ties amid rising US tariffs. For more on the growing impact of Washington's reciprocal tariffs, we hear from Inu Manak, Trade Policy Fellow at the Council on Foreign RelationsSee omnystudio.com/listener for privacy information.

Ouça o que movimentou o mercado nesta quinta-feira.

Big O talks Dolphins and Darren Waller 080625

There's a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy.Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Matthew Hornbach: Today – a look back at last week's meeting of the Federal Open Market Committee or FOMC, and the path for rates from here.It's Tuesday, August 5th at 10am in New York.Mike, last week the Fed met for the fifth time this year. The committee didn't provide a summary of their economic projections, but they did update their official policy statement. And of course, Chair Powell spoke at the press conference. How would you characterize the tone of both?Michael Gapen: Yeah, at first the statement I thought took on a slightly dovish tone for two reasons. One, unexpected; the other expected. So, the committee did revise down their assessment of growth and economic activity. They had previously described the economy as growing at a quote, ‘solid pace,' and now they said, you know, the incoming data suggests that growth and economic activity moderated.So that's true. That's actually our view as well. We think the data points to that. The second reason the statement looked a little dovish, and this was expected is the Fed received two dissents. So, Governors Bowman and Waller both dissented in favor of a 25 basis point rate cut at the July meeting.But then the press conference started. And I would characterize that as Powell having at least some renewed concerns around persistence of inflation. So, he did recognize or acknowledge that the June inflation data showed a tariff impulse. But I'd say the more hawkish overtones really came in his description of the labor market, which I know were going to get into.And we've been kind of wondering and, you know, asking implicitly – is the Fed ever going to take a stand on what constitutes a healthy and/or weak labor market? And Powell, I think put down a lot of markers in the direction; that said, it's not so much about employment growth, it's about a low unemployment rate. And he kept describing the labor market as solid, and in healthy condition, and at full employment. So, the combination of that suggests it's a higher bar, in our mind, for the Fed to cut in September.Matthew Hornbach: And on the labor market, if we could dig a little bit deeper on that point. It did seem to me certainly that Powell was channeling your views on the labor market.Michael Gapen: Well, I wish I had that power but thank you.Matthew Hornbach: Well. I'd like to now channel your views – and of course his views – to our listeners. Can you just go a little bit deeper into this dichotomy that you've been highlighting between the pace of job growth and the unemployment rate itself?Michael Gapen: Yeah. Our thesis and what we've laid out coming into the year, and we think the data supports, is the idea that immigration controls have really slowed growth in the labor force. And what that means is the break-even rate of employment has come down.So even as economic growth has slowed and demand for labor has slowed, and therefore employment growth has slowed – the unemployment rate has stayed low, and there's some paradox in that. Normally when employment growth weakens, we think the economy's rolling over; the Fed should be easing.But in an environment of a very slow growing labor force, the two can coincide. And there's tension in that, we recognize. But our view is – the more the administration pushes in the direction of restraining immigration, the more likely it is you'll see the combination of low employment growth, but a low unemployment rate. And our view is that still means the labor market is tight.Matthew Hornbach: Indeed, indeed. Just one last question from me. How are you thinking about the Fed's policy path from here? In particular, how are you looking at the remaining data that could get the Fed to cut rates in September?Michael Gapen: Yeah, I think that there's no magic sauce here, if you will; or secret sauce. Powell, you know, essentially is laying out a case where it's more likely than not inflation will be deviating from the 2 percent target as tariffs get passed through to consumer prices. And the flag that he planted on the labor market suggests maybe they're leaning in the direction of thinking the unemployment rates is likely to stay low.So, we just need more revelations on this front. And the gap between the July and the September FOMC meetings is the longest on the Fed's calendar. So, they will see two inflation reports and two labor market reports. And again, it just to provide context and color, right? What I think Powell was doing was positioning his view against the two dissents that he received. So where, for example, Governor Waller laid out a case where weaker employment growth could justify cuts, Powell was reflecting the view of the rest of the committee that said, ‘Well, it's not really employment growth, it's about that unemployment rate.'So, when these data arrive, we'll be kind of weighing both of those components. What does employment growth look like going forward? How weak is it? And what's happening to that unemployment rate?So, if the Fed's doing its job, this shouldn't be magic. If the labor market's obviously rolling over, you'll get cuts later this year. If not, we think our view will play out and the Fed will be on the sideline through, you know, early 2026 before it moves to rate cuts then.So Matt, what I'd like to do is kind of turn from the economics over to the rates views. How did the rates market respond to the meeting, to the statement, to the press conference? How are you thinking about the market pricing of the policy path into your end?Matthew Hornbach: So initially when the statement was released, as you noted, it had a dovish flavor to it. And so, we had a small repricing in the interest rate market, putting a little bit of a higher probability, on the idea that the Fed would lower rates in September. But then as Chair Powell began the press conference and started to articulate his views around both inflation and the labor market we saw the market take out some probability that the Fed would lower rates in September.And where it ended up at the end of that particular day was putting about a 50 percent probability on a rate cut and as a result of 50 percent probability of no rate cut; leaving the data to really dictate where the pricing of that meeting would go from there.That to me speaks to this data dependence of the Fed, as you've discussed. And I think that in the coming weeks we get more of this data that you talked about, both on the inflation side of the mandate and on the labor market side of the mandate. And ultimately, if they end up, going in September, I would've expected the market to have priced most of that in, ahead of the meeting. And if they end up not cutting rates in September, then naturally the market will have moved in that direction ahead of time.And again, I think what ends up happening in September will be critical for how the market ends up pricing the evolution of policy in November and December. But to me, what I think is more interesting is your view on 2026. And in that regard, the market is still some distance away from your view, that the Fed goes about 175 basis points in 2026.Michael Gapen: Yeah, I mean, we're still thinking the lagged effects of tariffs and immigration will slow the economy enough to get more Fed cuts than the market's thinking. But, you know, we'll see if that happens. And maybe that's a topic we can turn back to in upcoming Thoughts on the Market.But what I'd like to do is ask you this. I've been reading some of your recent work on term premiums. And in my view, had this really interesting analysis about how the market prices Fed policy and how U.S. Treasury yields then adjust and move.You highlighted that Treasury yields built in a term premium after April 2nd. What's happening with that term premium today?Matthew Hornbach: Yeah. The April 2nd Liberation Day event catalyzed an expansion of term premia in the Treasury market. And ultimately what that means is that Treasury yields went up relative to what people were thinking about the path of Fed policy, And of course, the risks that they were thinking about in the month of April were risks related to trade policy. Those risks have diminished somewhat, I would argue in the subsequent months as the administration has been announcing deals with some of our trading partners. And then the market's focus turned to supply and what was going to happen with U.S. Treasury supply. And then, of course, the reaction of investors to that coming supply.And I would say, given what the Treasury announced last week, which was – it had no intention of raising supply, in the next several quarters. In our view is that the U.S. Treasury will not have to raise supply until the early part of 2027. So way off in the distance. So, investors are becoming more comfortable taking on duration risk in their portfolios because some of that uncertainty that opened up after April 2nd has been put away.Michael Gapen: Yeah, I can see how the substantial tariff revenue we're bringing in could affect that story. So, for example, I think if you annualize the run rates on tariffs, you'll get something over $300 billion in a 12-month period. And that certainly will have an impact on Treasury supply.Matthew Hornbach: Indeed. And so, as we make our way through the month of August, we'll get an update to those tariff revenues. And also, towards the end of August, we will have the economic symposium in Jackson Hole, where Chair Powell will give us his updated thoughts on what is the outlook for the economy and for monetary policy. And Mike, I look forward to catching up with you after that.Thanks for taking the time to talk today.Michael Gapen: Great speaking with you Matt.Matthew Hornbach: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

#794 Show Notes: https://wetflyswing.com/794  Presented by: Drifthook Fly Fishing, Visit Helena, MT, San Juan Rodworks, Togiak River Lodge Sponsors: https://wetflyswing.com/sponsors        In this episode, we take a heartfelt journey into the life of one of steelhead fishing's most influential figures, Lani Waller. Through his brother Jack Waller, we hear untold stories about Lani's early years, his deep connection to rivers, and the life-changing events that shaped him. From a childhood trauma that led him to the fly rod to the plane crash that forever changed his path, Jack shares what made Lani more than just a great angler. He was a true steward of the sport. If you've ever been moved by a cast, a river, or a story, this one's for you. Show Notes: https://wetflyswing.com/794       

The July FOMC meeting delivered no rate change—but plenty of political drama. Powell refused to guide toward September cuts, triggering hawkish market reactions and rare dissent from Fed governors Waller and Bowman. Meanwhile, the White House unveiled a sweeping crypto policy roadmap during Powell's press conference, signaling a new era of fiscal dominance and shifting central bank relevance. NLW breaks it all down—from Powell's quiet rebellion to the Fed's waning independence and the rise of crypto on the policy stage. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

RenMac unpacks the sharp job revisions and weakening prime-age employment suggesting contraction, explores the Fed's credibility crisis and potential for a September-to-December rate cut cycle, critiques Trump's strategic positioning on the Fed Chair with Waller as the dark horse and flag narrowing breadth, seasonality risks, and why copper's news-driven breakout may be a trap.

Big O talks Darren Waller 073025

Fed kept rates on hold with dissent from Waller and Bowman. Powell said will not let tariffs become inflationary.BoJ maintained rates as expected, raised growth and inflation outlook. Continued to note uncertainty over trade.US equity futures rebounded after-hours with strength in tech/AI-related names after Microsoft (+8.3%) and Meta (+11.5%) smashed Q2 earnings.US President Trump announced that South Korea will be subject to a 15% and make USD 350bln in investments in the US.European equity futures suggest a mildly positive open. Hang Seng lags post-disappointing Chinese PMIs.DXY rally pauses for breath, EUR/USD remains on a 1.14 handle. USTs rebounded off the lows after post-Powell pressure.Looking ahead, highlights include French CPI, PPI, German Unemployment Rate, CPI, EZ Unemployment Rate, Italian CPI, US Challenger Layoffs, PCE (Jun), Jobless Claims, Employment Wages, Chicago PMI, Atlanta Fed GDPNow, Canadian GDP, SARB Policy Announcement.Earnings from Shell, Unilever, LSE, Haleon, Standard Chartered, Anglo American, Sanofi, Schneider Electric, Safran, Credit Agricole, Saint Gobain, SocGen, Accor, Teleperformance, Air France, AB InBev, BBVA, Holcim Puma, Lufthansa, BMW, Apple, Amazon, Strategy, Coinbase, Reddit, Roku, CVS, Roblox, AbbVie, Norwegian Cruise Line, Cigna, Mastercard & PG&E.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Dana In The Morning Highlights 7/30Brookshire and Waller are the fastest growing Houston suburbs according to real estate reportHouston Clothing Swap happening Sunday August 3rd ---->    cccswaps.comDo you regret going to college? Were you pressured to?

Waller loses a partner, LWO pulls a upset, and all of Smackdown gets a title shot

Send us a textIs TJ Watt getting traded? Jalen Ramsey for Minkah Fitzpatrick?! Darren Waller unretiring and getting moved?!We're breaking down the latest NFL chaos, including:

This episode recorded live at the Becker's Hospital Review 15th Annual Meeting features Kenneth Waller, Chief Executive Officer of Norwalk Community Health Center. He shares how the organization is scaling services, leveraging data and AI, and staying mission-focused while navigating funding challenges and industry uncertainty.

In hour four, detailing the proper way to experience a great movie for the very first time. Is there a Mt Rushmore of David Spade movies? Plus, Solana explains why he's feeling like Dolphins fans have set the bar too high for Darren Waller this season.

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about unlikely July rate cuts, whether Chris Waller will be Trump's shadow Fed president and the latest homebuilder data. Related to this episode: Single-family construction is getting worse due to rates ⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Federal Reserve Governor Christopher Waller says, “the private sector is not doing as well as everybody thinks it is,” as he makes the case for the Fed to lower borrowing costs before the labor market begins to deteriorate. Waller also discusses debate on monetary policy, inflation from tariffs, and whether he would accept the job of Fed Chair if it was offered to him. Waller speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, Annmarie Hordern, and Mike McKee.See omnystudio.com/listener for privacy information.

S&P 500 and Nasdaq 100 hit record highs, Russell 2000 outperformed for the second consecutive day.Fed's Waller says they should cut by 25bps at the July meeting and thereafter adjust meeting-by-meeting.APAC stocks predominantly higher, China shrugged off a 93.5% tariff on graphite; European futures point to a firmer open.DXY rangebound, EUR/USD reclaimed the 1.16 handle, Antipodeans outperformed after Thursday's AUD pressure.Fixed benchmarks marginally higher, JGBs in-fitting into the weekend's Upper House election.Crude holds onto Thursday's upside, XAU rangebound, base metals post mild gains.Looking ahead, highlights include German Producer Prices, US Building Permits/Housing Starts, UoM prelim, G20 Finance Ministers Meeting, Speakers including ECB's Nagel & German Finance Minister Klingbeil, Earnings from 3M, American Express, Charles Schwab, Atlas Copco, Hexpol, Boliden, Skanska, Telia & Danske Bank.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fed's Waller says they should cut by 25bps at the July meeting and thereafter adjust meeting-by-meeting.European bourses are modestly higher whilst US futures take a breather following recent strength.USD a touch softer but still very much up on the week; Antipodeans benefit from the risk tone.USTs are firmer whilst Bunds underperform given the positive risk tone.Base metals bolstered by the risk tone, precious metals benefit despite this but remain in familiar territory.Looking ahead, US Building Permits/Housing Starts, UoM prelim, G20 Finance Ministers Meeting, Speakers include Fed's Waller. Earnings from 3M, American Express, Charles Schwab.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are very close to an India deal, could possibly make one with Europe & it is too soon to say re. Canada.European bourses broadly in the green, whilst US equity futures are mixed; TSMC +4% in pre-market trade after Q2 results.USD attempts to recover from Wednesday's Powell/Trump drama; AUD underperforms post jobs data.Fixed benchmarks weighed on by the TSMC-driven risk tone, Gilts underperform after the UK's job data which continued to show a weakening labour market but unlikely to change the BoE's trajectory.Crude briefly boosted on reports of a drone attack on Iraq's Kurdistan oil fields; XAU modestly lower.Looking ahead, US Trade, Jobless Claims, Retail Sales & Atlanta Fed GDPNow, G20 Finance Ministers Meeting, Speakers including Fed's Kugler, Daly, Cook & Waller. Earnings from PepsiCo, GE, Abbott Laboratories, Netflix.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are very close to an India deal, could possibly make one with Europe & it is too soon to say re. Canada.US stocks finished higher but with volatile trade amid reports that Trump had drafted a letter to fire Powell; later, Trump denied this.DXY has regained some composure after getting hit on Fed independence concerns, G10s softer with AUD lagging after soft jobs data.USTs ease after Wednesday's upside, JGBs initially followed suit but picked up after the latest JGB liquidity auction.Crude remains afloat, XAU rangebound, base peers lack conviction in contained trade.Highlights include Australian Employment, UK Jobs, EZ HICP (Final), US Trade, Jobless Claims, Retail Sales & Atlanta Fed GDPNow, G20 Finance Ministers Meeting, Speakers including Fed's Kugler, Daly, Cook & Waller, Supply from Spain, France & UK, Earnings from Novartis, Publicis, Volvo, PepsiCo, GE, Abbott Laboratories, Netflix & TSMC.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Big O talks Darren Waller 071625

Big O talks Darren Waller 071425

The law steps in to protect vulnerable people if they agree to act as a guarantor for another person's loan, but what happens when the loan is also for a joint purpose as well? https://uklawweekly.substack.com/subscribe Music from bensound.com

Chris Perkins joins to talk Dolphins. The guys discuss if Darren Waller will pan out for the Dolphins. Will Zach Sieler hold out for a new contract? Hollywood reminisces about places that have shut down (Blockbuster, Circuit City, RadioShack, etc.)

Andrew, Ben, and Tom discuss Waller's recent statements about the Fed, Trump's sale of weapons to NATO with the understanding that they are intended for Ukraine, and an update on Narwhal's Relay Race. Song: Scarface (Push it to the Limit) - Paul EngemannFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Big O talks Darren Waller 070925

Big O talks Drew Rosenhaus 070725

LaVar Arrington and Plaxico Burress talk about the Dolphins & Steelers interesting trade earlier this week, Darren Waller unretiring and getting traded, Kenny Pickett starting, JPP returns, and more! #2pros #fsrweekendsSee omnystudio.com/listener for privacy information.

LaVar Arrington and Plaxico Burress talk about the Dolphins & Steelers interesting trade earlier this week, Darren Waller unretiring and getting traded, Kenny Pickett starting, JPP returns, and more! #2pros #fsrweekendsSee omnystudio.com/listener for privacy information.

Chad and Jordan cover a surprising week of news.  Show us your Miami trades Jonnu Smith then signs Darren Waller out of retirement prop bets!  Plus dynasty trades.  Plus hours of premium content this month!  You can get all the DTT Patreon content for $10 a month at patreon.com/DynastyThinkTank.Follow Chad on Twitter: @chadparsonsNFLFollow Jordan on Twitter: @mcnamaradynasty 

Freakshow Friday on July 4th! The fellas cover Darren Waller's trade to the Miami Dolphins, LSU selling jersey patches to sponsors for NIL funds, Red Panda's fall and dominance as a halftime act, then discuss the Most America Things ever and play a quick game of Dead or Alive! (00:00:00) Intro (00:03:30) Darren Waller Traded To Miami Dolphins (00:16:44) LSU Selling Jersey Patches (00:32:57) Red Panda (00:39:31) Most America Things (00:55:10) Dead or Alive Have some interesting takes, some codebreaks or just want to talk to the Green Light Crew? We want to hear from you. Call into the Green Light Hotline and give us your hottest takes, your biggest gripes and general thoughts. Day and night, this hotline is open. Green Light Hotline: ‪(202) 991-0723‬ Also, check out our paddling partners at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Appomattox River Company ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to get your canoes, kayaks and paddleboards so you're set to hit the river this summer. Green Light's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, where you can catch all the latest GL action: Green Light with Chris Long: Subscribe and enjoy weekly content including podcasts, documentaries, live chats, celebrity interviews and more including hot news items, trending discussions from the NFL, MLB, NHL, NBA, NCAA are just a small part of what we will be sharing with you.

The best conversations about the Dolphins The Joe Rose Show, Tobin & Leroy, and Hochman, Crowder & Solana. Diving into a fascinating week for the Fins that saw them send Jalen Ramsey and Jonnu Smith to the Steelers in a deal that got them Minkah Fitzpatrick before landing Darren Waller.

The best conversations about the Dolphins The Joe Rose Show, Tobin & Leroy, and Hochman, Crowder & Solana. Diving into a fascinating week for the Fins that saw them send Jalen Ramsey and Jonnu Smith to the Steelers in a deal that got them Minkah Fitzpatrick before landing Darren Waller.

Travis is back for another jam-packed episode as we have our second July trade in as many days! Travis assessed the Darren Waller move, chats with rookie DT Jordan Phillips and previews the NFC South.See omnystudio.com/listener for privacy information.

Wednesday on 2 Pros and a Cup of Joe, Darren Waller shocks the guys by coming out retirement to join the Dolphins. Giannis is not happy about the Bucks releasing Damian Lillard. Plus, moving back with your parents and a big time injury on ICYMI.See omnystudio.com/listener for privacy information.

Cody Carpentier and Trashman talk about an interesting number of recent TE movements and news for 2025 fantasy football leagues. ----------------Join RosterWatch Nation TODAY to support your boys.Go PREMIUM for Weekly, Dynasty and Best Ball Rankings plus DFS Tools and MORE -- https://rosterwatch.com/buy-rosterwatchFollow us on Twitter -- https://www.x.com/RosterWatchFollow on Instagram -- https://www.instagram.com/rosterwatch/----------------RosterWatch is your year-round source for the best Fantasy Football analysis, including updates LIVE from Training Camp, The NFL Combine, Pro Days, and the Senior Bowl and Shrine Bowl.----------------Subscribe to the podcast:iTunes -- https://podcasts.apple.com/us/podcast/rosterwatch-podcast/id493875129?mt=2Spotify -- https://open.spotify.com/show/2jWDOZcppg9uYVaAWA7YdM?si=0b9aeaa77ae24316&nd=1&dlsi=1b5923c3f21b43c7iHeartRadio -- https://www.iheart.com/podcast/269-rosterwatch-podcast-48874884/RosterWatch PRO offers the best toolset available to help you win your fantasy football league. What is RW PRO?* A full season of fantasy football power tools designed to make winning easy and fun.* Year-round NFL player analysis.* Exclusive live off-season coverage from all major NFL scouting events.Support this podcast at — https://redcircle.com/rosterwatch-podcast/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

1:28 --- Darren Waller unretires, traded to Dolphins5:50 --- Shemar Stewart contract with Bengals not expected anytime soon14:15 --- Browns Stadium deal aftermath22:40 --- Steelers only favored in 6 of their 17 games in 202526:00 --- PFTPM Mailbag26:05 --- Because of NIL/transfer portal, will more NFL teams hire successful college coaches who've dealt with highly paid teenage athletes?28:40 --- Why would the league eliminate preseason games if they go to 18 games season?31:05 --- Will Mike watch Joey Chesnut in Nathans Hot Dog Eating contest on July 4th?33:05 --- Latest on Sunday Ticket Package trial36:28 --- What was Florio's first NFL and non-NFL jersey40:30 --- Florio's Ferrari update 

Terron Armstead and Saints DE Cam Jordan reacting to Darren Waller unretiring to join the Miami Dolphins, and Terron and Cam go back and forth on the NFL.coms top 10 offense in 2025 and much more! 00:00 - Introduction10:40 - Darren Waller unretires27:45 - Top 10 offenses in 2025 (Timestamps may vary based on advertisements.)#Volume #ClubSee omnystudio.com/listener for privacy information.

To kick off the third hour, Jared & Rob react to the Miami Dolphins acquiring Darren Waller from the New York Giants. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Reaction to the Miami Dolphins bold trade earlier today with the NY Giants. Can they rely on Darren Waller considering he is coming out of retirement?