Podcasts about yen

“We have been pounding the table on mortgage-backed securities,” says Frank Ros, and it's “great news” that spreads are still wide going into 2026. Frank also discusses the Yen carry trade and explains the importance of the Bank of Japan's interest rate meeting this week. He also looks at the overall U.S. economy and the bond market.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

La Aemet activa esta tarde aviso amarillo en el Estrecho, por lluvia de 15 litros en una hora. El presidente de la Junta pone hoy la primera piedra de la ciudad de la justicia de Cádiz. Y el Instituto municipal de deporte de la capital aprobará hoy el pliego para licitar las obras del pabellón Portillo.Yen las últimas "Crónicas gustativas" del año, nuestro compañero Rafael Morro nos acercará a la auténtica receta del tocino de cielo . Escuchar audio

Dr. Gerd Kommer im Interview: Der „ETF-Papst“ erklärt, wie Privatanleger jetzt sinnvoll investieren – trotz KI-Hype, Big-Tech-Dominanz, Japan-Risiken, hoher Schulden und Zinswende. Welche ETFs sind wirklich gut? Ist der MSCI World noch ein solides Basis-Investment? Wie hoch sollten USA und Tech-Aktien im Depot maximal gewichtet sein? Und wo gehören Gold und Bitcoin in eine saubere Asset-Allokation? In diesem Gespräch sprechen wir Klartext über:

私事ですが、先月結婚式を挙げました◎というわけで今日の配信では、当日のエピソードを交えながら、日本の結婚式文化をドイツ語で説明するときに使えるフレーズを紹介します。結婚式のスタイル、準備、披露宴、ご祝儀など、日本ならではのポイントをシンプルなドイツ語でまとめました＾＾「日本の結婚式ってどんな感じ？」そんな質問にドイツ語で答えられるようになりましょう！‥‥‥‥‥‥‥‥‥■ 今日のまとめ過去配信「結婚しました

In dieser Episode von #Volatility blicken wir zurück auf ein Börsenjahr voller Gegensätze. Rekorde und Rückschläge, KI-Euphorie und Zölle, Zinssenkungen in Europa und Zinserhöhungen in Japan – 2025 hatte alles. Thomas Altmann, Head of Portfoliomanagement bei QC Partners, und Katharina Lehmann sprechen über die Performance von DAX, MDAX, S&P 500 und NASDAQ 100, die Entwicklung von Währungen wie Yen und Euro sowie die Achterbahnfahrt bei Bitcoin und Ethereum.

10/12 Fed e Oracle Day, futures prudenti. Oltre il taglio da 25pb, attese su previsioni future e possibili acquisti mensili da 45 miliardi di dollari di buoni del Tesoro americano. Decennale stabile. In Asia, listini in rosso. La Cina si conferma in deflazione. Yen ai minimi su euro, SK Hynex punta a quotarsi a Wall Street. Microsoft e Amazon: investimenti miliardari in India. Russell da record, Space X verso Ipo nel 2026. Incognite su Nvidia e Cina, Oracle è la prova del nove dell'AI trade. In Europa futures prudenti, oggi parla Lagarde. Focus su difesa, banche, Generali, Campari e Eni.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Depuis l'année 2024 et le début de la remontée du taux d'intérêt de la Banque Centrale du Japon (BoJ), les nouvelles opérations de carry trade en Yen japonais sont devenues marginales et 50% des positions ouvertes ont été clôturées. Malgré tout, cela n'a pas provoqué de krack mondial. Mais si le Yen devait rebondir trop fortement et si les taux japonais devaient encore monter plus rapidement, le risque d'impact négatif serait encore présent. Point complet, carry trade, Yen et BoJ avec Vincent Ganne.

A potential Bank of Japan (BOJ) rate hike could be the most important macro event for global markets.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:45 ETH Comeback?01:10 Bank of Japan01:30 Global Margin Call01:45 Key decision02:30 Bear vs Bull case on Japan carry trade unwind03:45 Metaplanet Japan yield strategy04:50 CNBC: Microstrategy is now too complicated for investors06:00 Institutional grade compliance for USDSC06:30 Japan will flee to stablecoin yields06:50 Business model trumps nationalism07:30 Taxes08:00 Move ETH to from Base to Japan08:20 Cathie back Japanese Tom Lee08:40 First Japan staking DAT & corporate cash10:00 Trump has ETH Treasury10:10  ETH Transfer volume10:30 Jack Mallers tries to build Bitcoin DEFI without DeFi11:45 Cathie Wood: SUPER-exponential growth12:30 ETH is the new Tesla?13:00 Bitcoin Business Model Failing14:30 Outro#crypto #bitcoin #ethereum~Global Margin Call?

"I was at a tourism conference in Hangzhou in 2018, where Chinese companies showed how they were using AI to personalise travel for users. That's nearly eight years ago." In 2025, AI became a strategic commercial tool in all sectors, including travel and tourism. But it isn't widely understood just how effectively embedded AI already is in China's tourism sector, and how far ahead its leading players are to much of the world. On the final show of 2015, Gary welcomes back Joao Romao, Associate Professor at Yasuda Women's University in Japan, to debate the shifting Geopolitics of Travel in Asia six years after the first cases of Covid-19 were discovered in Wuhan, China. Joao is the author of Economic Geography of Tourism, which places contemporary tourism in the context of global economic, technological, societal, environmental and political challenges. We discuss the evolving AI-in-travel landscape and the multiplicity of post-Covid variables shaping travel decision making.  We analyse how Covid savaged the value of the Yen leading to a surge of inbound tourism, while making outbound travel expensive from Japan. And we dive into the implications for regional travel of icy bilateral relations between China-Japan. Plus, we look at the Middle East's investment-driven approach to tourism growth, and how this might impact South East Asian destinations in future. Meanwhile, what is the Circuit of Proximity, and why does it matter? And what did governments across Asia learn about their travel economies during the Covid shutdowns - and are those learnings are being effectively applied six years later?

Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landscape, rising capital demands from AI and renewed tariff risks challenge the old 60/40 orthodoxy. Listener questions on US policy shocks and the Yen carry trade open a deeper look at when trend helps and when it hurts. The episode culminates in a world exclusive of SocGen's 2026 index changes and the first public reveal of Alan's new paper: The Regime-Adaptive Portfolio, for genuinely resilient, opportunity-aware global wealth compounding intelligently, prudently over the decade ahead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 - Voiceover and introduction to the Systematic Investor Series00:23 - Niels and Alan open, what is on their radar this week01:27 - Fed succession as a political risk factor and betting markets03:33 - Crypto moves, Vanguard's platform shift and MicroStrategy index pressure05:53 - Listener questions: can constant US policy shocks break trend?06:33 - Trouble for trend or just another regime to endure and adapt to08:55 - Short-term CTAs, Liberation Day and when speed becomes a handicap11:11 - How CTAs are positioned for a yen carry unwind and JGB nuances12:16 - November trend update, five straight positive months and short-term pain13:35 - World exclusive: new SocGen CTA and...

Hugh Hendry, "The Acid Capitalist," returns to the Julia La Roche Show. Hendry breaks down his "macro compass" portfolio framework: 25% equities (overweight Japanese stocks after their 35-year breakout), 25% US treasuries (buying TLT after a 50% decline), 25% alternatives (Bitcoin over gold due to market cap), and 25% strategic cash. His thesis: the treasury market is so large (100% of GDP) that it's prevented inflation despite massive deficit spending, but AI will cause 20% unemployment within 2-3 years. That unemployment will force governments into redistribution mode, finally breaking the system's ability to contain inflation. He discusses why tech valuations are near peak, why the yen carry trade matters, and why sterling may be the first major currency to collapse as the UK's service economy gets hit hardest by AI displacement.Hendry founded Eclectica Asset Management, a global macro hedge fund that was pretty much uncorrelated to everything in the financial universe. Hugh started Eclectica in 2002 and ran for 15 years before closing in 2017. He made more than 30% in 2008 betting against banks.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Twitter/X: https://twitter.com/hendry_hugh Substack: https://hughhendry.substack.com/Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978 YouTube: https://www.youtube.com/@HughHendryOfficial00:00 - Intro00:52 - The macro compass: 4 quadrant portfolio framework03:52 - Quadrant 1: Equities & why Hugh loves Japanese stocks06:10 - Pattern recognition: Buying 35-year breakouts08:32 - Quadrant 2: US treasuries (TLT) after 50% collapse10:35 - The AI singularity & 20% unemployment prediction12:48 - Cheap labor is over: The end of the China era15:07 - Why corporations will shed jobs (but won't admit it yet)18:37 - Quadrant 3: Gold vs Bitcoin - market cap analysis22:03 - Why Hugh prefers Bitcoin over gold25:46 - The currency quadrant: Which currencies to hold28:15 - Why the dollar may weaken despite being "king"32:28 - Hugh's trade of the year: Yen carry unwind38:42 - The reflexivity problem: AI makes everything cheaper43:15 - Why we didn't get hyperinflation despite massive printing48:29 - The treasury market as a "fire gap" stopping inflation53:14 - Tech valuations: Are we in a bubble?58:36 - Why Hugh thinks we're near peak valuations1:02:44 - Why the treasury market stopped inflation (100% of GDP)1:04:31 - The chaos trigger: 20% unemployment will break everything1:05:00 - Youth unemployment & the rise of socialist politics1:06:23 - NYC mayor & the "no billionaires" movement1:07:06 - The UK disaster: Disability spending & currency collapse1:09:34 - Sterling as first currency casualty of AI

Black Friday isn't a day anymore. Singles' Day now stretches across weeks. Quick commerce promises groceries in 15–30 minutes. In this APAC edition of Five Things Friday, co‑hosts Ngai Yuen Low & Ryf Quail break down how peak season is changing across China, Southeast Asia, Australia and Japan – and what it really means for consumers, retailers and retail property.Joining from WP. Kuala Lumpur and the Greater Sydney Area, Ngai Yuen and Ryf compare how Singles' Day has turned into a multi‑week promotion machine, why Black Friday lands very differently in Singapore vs Malaysia, and how Australia now treats November as a long sprint into Christmas.

Japan Baseball: SoftBank Slugger Yamakawa Renews Contract at 450 M. Yen

De laatste maand van het jaar met de feestdagen voor de deur. Maar laat je als belegger nog niet in slaap sukkelen. Er gebeurt nog van alles wat de markten in beweging kan brengen. Het rentebesluit van de Fed bijvoorbeeld. En wat te denken van de Bank of Japan? Want weet je nog; de Yen carry trade van 2024? Simon Wiersma van het ING Investment Office legt het allemaal uit in de nieuwste Blik op de beursweek. Dagelijkse updates, uitgebreide analyses, inspiratie voor duurzaam beleggen en meer info bij deze podcast vind je op: ing.nl/beursnieuws. Beleggen brengt risico's met zich mee. Je kunt je inleg of een deel hiervan verliezen.

Baseball: Nippon-Ham's Prized Pitcher Hiromi Ito Renews Contract at 340 M. Yen

Send us a textISM mfg slides but prices subindex rebounds. Dollar stabilizes asDecember rate cut chance slips somewhat. Yen retreats as JGB auctiondraws solid demand. Wall Street pulls back, gold eases after hittingresistance at $4,270.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Wir sprechen über die jüngsten Turbulenzen am japanischen Anleihemarkt und die Folgen des geplanten Konjunkturpakets, was Investoren stark verunsichert. „Japan macht Schulden, als gebe es kein Morgen. Man kennt das sonst nur aus Amerika. Es gibt ein neues Konjunkturprogramm, das die Schulden noch weiter nach oben treibt. Aber es gibt immer noch Mutter Natur - die Bank of Japan - und die würde diese Staatsanleihen ins eigene Buch nehmen. Überall sind die Notenbanken die Retter in letzter Instanz. Man lässt die Zinsen unten und der schwache Yen hilft der Exportwirtschaft", so Robert Halver. Der Experte von der Baader Bank weiter: „Es gibt keine Bankenkrise, keine Finanzkrise und keine Schuldenkrise. Denn das wäre die letzte Krise bevor unsere Finanzwelt drei Dinge macht: Puff, Peng, Paff. Das Geld geht sehr stark in die Aktienmärkte. Der weltweite Aktienmarkt ist die Rettung vor der Inflation. Und ich würde noch Gold dazu nehmen." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch und auf https://inside-wirtschaft.de

Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.

In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc breaks down the massive moves in the precious metals market to end the month, with Silver surging over 7% to break $57/oz and significantly outperforming Gold. We discuss the macro drivers behind this rally, primarily the shift in market sentiment which is now pricing in an ~80% chance of a Federal Reserve rate cut in December. Marc provides his analysis on the weakening US Dollar, the tightening spreads between US and German debt, and the potential for a Bank of Japan rate hike next month. Key Discussion Points: Silver's Historic Breakout: Analyzing the $5+ move in Silver futures to over $57/oz. Is this the legendary "short squeeze" driven by dislocations in China, or a fundamental repricing? The Fed Pivot: US 10-Year yields are falling as the market aggressively prices in rate cuts for December and into 2026. Currency Markets: The US Dollar softens while the Yen strengthens on expectations of a BOJ hike. Marc also highlights the Australian Dollar as a standout. Equity Resilience: Despite valuation concerns, the S&P 500 continues to grind higher, fueled by liquidity and rate cut hopes. Sector Watch: A look at the Rare Earths sector, which remains in a downtrend despite the broader commodity boom.   Click here to visit Marc's site - Marc To Market   -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Send us a textIncreasing bets of December Fed rate cut weigh on the dollar. Yen traders remain worried about potential intervention. Pound erases some of the Budget-related gains. Oil rebounds as Russia remains skeptical about a peace deal.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.

Rough Week – does not phase bulls! Bitcoin – Bottoming? Let’s take a look at Walmart and Target again Homeowners! Mortgage Reform? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Short Week - Markets closed on Thursday and short Friday (1pm) - Can't have a down week for TDAY! - Too much table talk - Recession News - Let's take a look at Walmart and Target again - Homeowners! Mortgage Reform? Markets - Rough Week - does not phase bulls! - Bitcoin - Bottoming? - NVDA - China Bound? - NASDAQ Weighting Inflation - Still Up There - They are now pressing for a cut in December (How are we handicapping this?) - All of a sudden the parade of Fed speakers - all seem a bit more dovish. Meanwhile - President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries. - oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers. Quantum Stocks GOOD NEWS! - NO Recession risk! - Bessent says inflation due to services economy, not tariffs - Treasury secretary says Republicans should end filibuster in event of another shutdown - Bessent says administration working to lower prices where it can - Banking and insurance,  Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting) Rigging it - NEC Director Kevin Hassett emerges as frontrunner for Fed Chair as President Trump nears decision, according to Bloomberg Weird News - Buried in the NVDA earnings report - Remember back in September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI. - Nvidia said in its quarterly financial filing that there's no guarantee that the company will finalize an agreement with OpenAI. - Soooooo - is this all hot air???? More NVDA - Here we go. Another reversal - President Donald Trump will make a final decision on whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China. - The decision involves weighing the promotion of economic expansion against protecting national security, according to US Commerce Secretary Howard Lutnick. ------ Read that again - money versus national security - Allowing the sales would mark a significant easing of restrictions imposed in 2022 to prevent Beijing and its military from accessing the most powerful US technologies. Chip in question: H200 - Had some discussions about this - might as well as they will just get it on their own and this way we can control. (On the other hand, they have a long history of outsmarting us) EVEN MORE - NVIDIA issues memo to CNBC: The company said "We are not aware of any claims that NVDA has improperly capitalized operating expenses. Several commentators allege that customers have overstated earnings by extending GPU depreciation schedules beyond economic useful life" | - The tip of the Iceberg - this is what Michael Burry has been pressing..... HPQ Earnings - HP Inc. beats by $0.01, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS below consensus; increases dividend; announces company-wide initiative, includes job cuts - Stock down 6% Amazon - The Spend keeps going... - Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities. - Amazon Web Services plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centers designed for federal agencies, the company said in a blog post on Monday. Google/Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL.O), further reduced its stake in Apple - Google on a ramp since - new Gemini and... - Meta Platforms Inc. is in talks to spend billions on Google's AI chips, adding to a months long share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. - Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, and may rent chips from Google's cloud division next year. - Really smart people at Berkshire? What did they know? NASDAQ 100 - Uninvestable? - Top 10 stocks are over 70% weighting - SP500 top 10 stocks = 38% - This is not a diversified approach any longer - Coming up on next week's TDI Podcast - Howard Silverblatt - S&P Dow Jones - Keeper of the data Something They Don't Want You To Know - “Magnificent 7” Companies Reported Lowest Earnings Growth Since Q1 2023 - With NVIDIA reporting actual results for Q3 on November 19, all the companies in the “Magnificent 7” have now reported earnings for the third quarter. - “Magnificent 7” companies reported actual earnings growth of 18.4% for the third quarter. This earnings growth rate is below the average earnings growth rate of 28.8% for these seven companies over the previous four quarters. Novo Nordisk - Pummeled - Shares of Novo Nordisk on Monday fell to a four-year low after the Danish pharmaceutical company said a highly anticipated trial for Alzheimer's disease failed to meet its main goal. - The trial tested whether semaglutide — the active ingredient in Novo's blockbuster diabetes and weight loss drugs Ozempic and Wegovy — helped slow progression for Alzheimer's disease. -While treatment with semaglutide resulted in improvement of Alzheimer's disease-related biomarkers in two separate trials, this did not translate into a delay of disease progression, Novo said in a statement Monday. The goal had been to slow patients' cognitive decline by at least 20%. - Reminiscent of Pfizer - after Covid shot had noting left... Bitcoin - Live by the sword.... - iShares Bitcoin Trust had $2.2 billion in net outflows in November, according to WSJ - Big month of losses for crypto - not too much mention and support by Whitehouse - Selling started - coincidentally with  the pardon of Changpeng Zhao, the convicted founder of the Binance Remember DOGE - DOGE disbanded eight months ahead of scheduled end in July 2026 - Former DOGE employees take new roles in administration - Elon Musk initially led DOGE, promoting its work on social media - bagged out when stock tanked - DOGE claimed to have slashed tens of billions of dollars in expenditures, but it was impossible for outside financial experts to verify that because the unit did not provide detailed public accounting of its work. Walmart - Walmart raised its sales and earnings outlook last week as the retailer posted revenue gains in its fiscal third quarter, driven by double-digit e-commerce growth and new customers across incomes. - The retailer said it expects full-year net sales to climb between 4.8% and 5.1%, up from its previous expectations of 3.75% to 4.75%. - It said it expects its adjusted earnings per share to range from $2.58 to $2.63, a slight raise from its prior range of $2.52 to $2.62. - Stock went vertical ---- - Much different story than Target - WMT up 16% YTD - TGT down 37% Beef Prices - Not Going Down - Tyson Foods stock rallying on Monday following the company's official confirmation that it will shutter its Lexington, Nebraska, beef facility, a strategic move that validates earlier reporting by The Wall Street Journal. - The decision comes as the meat and poultry giant grapples with historically low U.S. cattle inventories, which have severely compressed margins and led to a reported $426 mln adjusted operating loss for its beef segment in FY25.| - Seems that investors like this decisive cost-cutting measure, viewing the capacity reduction as a necessary step toward restoring profitability in a challenging commodity environment. Japan - Japanese Prime Minister Sanae Takaichi's cabinet approved a 21.3 trillion yen ($135.40 billion) economic stimulus package last Friday, marking the first major policy initiative under the new leader, who has pledged to pursue expansionary fiscal measures. - The package includes general account outlays of 17.7 trillion yen, far exceeding the previous year's 13.9 trillion yen and representing the largest stimulus since the COVID pandemic. It will also include 2.7 trillion yen in tax cuts. - Problem is that the Yen is sliding and intervention is imminent - Inflation issue and they will make it worse with this stimulus Larry Summers? - Epstein Files - IS there any There , There? Talk about a 50 Year Mortgage? - Such a bad idea  - and these boneheads think it is smart - 30-Year Mortgage Monthly Payment: $1,610.46 Total Payment: $579,767.35 Total Interest Paid: $279,767.35 - 50-Year Mortgage Monthly Payment: $1,362.42 Total Payment: $817,449.78 Total Interest Paid: $517,449.78 Thanksgiving Costs 2025 National Average (American Farm Bureau Survey) - 2025: $55.18 for a classic dinner for 10 people (about $5.52 per person) - 2024: $58.08 for the same meal - Change: Down 5% year-over-year This is the third consecutive annual decline since the record high of $64.05 in 2022. Key Drivers Turkey prices dropped sharply: A 16-pound frozen turkey averages $21.50, down 16% from 2024. Sides are mixed: Dinner rolls and stuffing are cheaper (down 14.6% and 9%). Sweet potatoes and veggie trays are much higher (up 37% and 61%). Regional Differences South: $50.01 (most affordable) West: $61.75 (most expensive) Classic Meal for 10 ($55???????) 16-pound turkey (frozen, whole) Stuffing mix (14 ounces) Sweet potatoes (3 pounds) Rolls (12-count package) Peas (1 pound) Cranberries (12 ounces) Carrots and celery (for a veggie tray) Pumpkin pie mix (30 ounces) Pie shells (two, 9-inch) Whipping cream (half pint) Milk (1 gallon) - Love the Show? Then how about a Donation? THE CTP FOR: iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Send us a textUS PPI and retail sales data push December rate cut odds  upto 76%. Pound traders eagerly awaiting the UK Autumn budgetannouncement. Yen on intervention watch; Kiwi rallies as RBNZ signals nomore cuts. Wall Street celebrates dovish Fed bets, oil slides on Ukrainedeal.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Japan is undergoing a profound economic transformation under its first female Prime Minister, Sanae Takaichi, whose growth-focused "Sanaenomics" policy drives investment in critical areas such as infrastructure, tech and energy. After decades of deflation, inflation has reached 2.9%, supported by a robust 5% wage growth, boosting consumption and corporate earnings.In this episode, Ayako Lehmann speaks with Louis Chua, Asia equity research analyst at Julius Baer, about the investment landscape for Japan, against a backdrop of structural corporate reforms, strengthening earnings, and rising shareholder returns, and explores the opportunities and risks to watch ahead.(01:25) - What can we expect from Sanae Takaichi's agenda? (02:25) - Japan's shifting economic landscape (03:40) - Green shoots in Japan corporate reform (05:21) - Growing influence of activist investors (06:50) - Takeaways from Q3 earnings (08:39) - Diverging paths between small and large caps (10:17) - How does the weakening Yen impact Japanese businesses? (11:31) - Risks to watch (13:33) - Rising Japanese bond yields – a cause for concern? (15:07) - Are Japanese bonds finally attractive for international investors?

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends driving global markets. With US labour data showing early signs of strain, unemployment rising, and consumer confidence sinking to its lowest levels since 2022, recession risk is moving sharply higher.AI-linked equities face renewed volatility as NVIDIA's blockbuster earnings failed to lift markets, triggering a multi-asset liquidation event. UK data softens further ahead of a critical budget, while currency markets rotate back into dollar strength. Commodities remain mixed—gold clings to key support, copper holds firm, uranium unwinds, and Brent struggles as geopolitical risks collide with weakening macro signals.Key highlights include:✅ US unemployment ticks higher; weekly jobless claims exceed expectations✅ Michigan consumer confidence falls to the second-weakest level since 1990✅ Inflation re-accelerates to 3% YoY, complicating the Fed's December meeting✅ UK retail sales disappoint; PMIs weaken; budget deficit widens✅ Pound breaks key support as UK sentiment deteriorates✅ NVIDIA beats expectations but triggers heavy tech liquidation✅ SPX, AI stocks & leveraged tech positions unwind sharply✅ Oracle CDS jumps as markets question AI-linked debt loads✅ Gold holds support; copper resilient despite broader volatility✅ Uranium sells off as power-demand assumptions face scrutiny✅ Bitcoin drops 24% in November — worst month since June 2022✅ Markets price a 77% chance of a Fed cut on December 10

We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel. He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site. In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron's & Forbes consistently named Prophet the #1 website for technical analysis. Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight. You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (NVDA), (GLD), (BTCUSD), (MSFT), ($YEN)

Since its release, Demon Slayer: Kimetsu no Yaiba: The Movie - Infinity Castle has become the highest-grossing Japanese movie of all time. With this in mind, there's one milestone fans of the biggest and most successful modern Shonen battle anime have been hoping it would reach: becoming the first anime movie ever to gross over one billion dollars.Demon Slayer: Infinity Castle has broken records at the box office, but not in the way fans had hoped. Per Oricon, the sequel to 2020's Mugen Train has officiallybecome the first-ever Japanese film to gross over 100 billion Yen, or 647 million dollars, at the global box office. Specifically, Infinity Castle has grossed approximately 106 billion Yen, or 688 million dollars.Support The Podcast!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://creators.spotify.com/pod/show/roose366/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow For More Content &Streams!Science Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/5nFXe9dPeWrMpyObyAlrnF?si=7358d1cf32cb45b7⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Gaming: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@RooseJp/videos⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@podcastonanime⁠⁠⁠⁠⁠

Send us a textNFP beats estimates, but unemployment rate rises. Dollar retreats as Dec.Fed cut chance increases slightly. Yen rebounds after Katayama mentionspossibility of intervention. Wall Street slips as Fed officials worry aboutasset valuations.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us a textFed minutes weigh on December Fed rate cut chance. Traders lock gazeon September US jobs data. Yen extends losses as intervention seemsless imminent. Wall Street cheers Nvidia's earnings results.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us a textStocks' sell-off continues, cryptos feel the brunt while gold also suffers. Dented December Fed rate cut expectations play a key role. Nvidia earnings and data releases could turn the tide around. Yen remains under pressure amidst stimulus talks.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Japan is putting together one of its most significant updates to crypto regulation in years. The government is preparing to reclassify digital assets under financial-instrument rules and lower the tax burden for investors across the country. Meanwhile, Trump is targeting Ripple rival bank JP Morgan who is allegedly partnering with China to spy on Americans.~This episode is sponsored by Mevolaxy~Boost your crypto with Mevolaxy ➜ https://bit.ly/Mevolaxy00:00 intro00:05 Japan vs China00:37 Taiwan Tensions Rise01:28 $110 Billion Stimulus Incoming01:59 Alibaba x JP Morgan: Triggers Trump Investigation03:23 Trump Targeting JP Morgan04:24 Japan Lowering Taxes on Crypto04:50 Crypto Green List05:35 Japan Loves $SHIB06:30 Sponsor: Mevolaxy09:00 Japan Stablecoin Launched10:19 Polygon & Avalanche10:43 Ripple $RLUSD Japan in 202611:18 Japan Sony Gaming12:00 Soneium Super App12:39 Soneium Flips Ethereum13:04 China CBDC vs Stablecoins14:09 Ethereum Fusaka Upgrade14:39 More Upgrades Coming in 202615:25 Why Japan Loves Ethereum16:07 Major Announcement Tomorrow16:41 outro#Crypto #Ethereum #XRP~Japan Declares Crypto War on China

Market news for November 13, 2025: Asian stocks stutter with focus on Fed, tech after US reopen vote; Yen dips to record low against euro; Ringgit strength, robust spending set stage for Malaysia’s strongest quarterly growth in 2025; ST Engineering shares jump as much as 4.2% on revenue increase, special dividend. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Season 4's sophomore episode features some thieving Rats, a wandering Yen and a totally normal, not at all strange barber surgeon named Regis. Played by a scene-stealing Laurence Fishburne, Regis is also a home distiller and the reason we sought out a bottle of the gothic af Von Payne Black Blended Whiskey to pair this one with. (The fact that it also looks a little bit like blood is just a coincidence, we swear.) While we both agree that the newest member of Geralt's hansa is a delight, we're not at all aligned when it comes to choosing our favorite member of the Rats, deciding whether someone should give Jaskier a sword and counting up this week's “Hmms.” But we're still both very confused about what's going on with Geralt's pants, so at least there's that. Track: Johann Sebastian Bach - Toccata and Fugue in Dm, BWV 565 Provided by Classical Music Copyright Free [https://tinyurl.com/visit-cmcf] Watch: https://youtu.be/jTN6ibiJ9bA?si=I_JwpFii-e_OtGDD

Season 4 has finally arrived and we're welcoming it back in grand style with this look at its first episode—the good (hello, Liam…), the bad (…and Nimue…), and the WTF (…uh, Keira?!?). Over a bottle of Starward Two-Fold, Tim proudly redeclares his love for Milva, while Valerie finds much to appreciate in new character Stefan Skellen…even if she keeps getting him mixed up with Stellan Skarsgård. We also debate the merits of blood splatters, get to the bottom of Yen's portaling problem and settle the question about which actor looks better in Geralt's wig. Plus, we bring back our “hmm” count, elaborate on some book differences and shoot some terrible banana liqueur that haunts our nightmares to this day. In short, it's a truly generous pour of an episode…and we're just getting started! Hold music: "Local Forecast - Slower" by Kevin MacLeod

Dennis is joined by filmmaker Yen Tan whose latest movie All That We Love starring Margaret Cho and Jessie Tyler Ferguson is opening Outfest Next this week and hitting cinemas and streaming soon after. The film is about a woman in midlife who loses her dog and how she carries on after that loss and how she manages the relationships in her life, including her grown daughter, gay best friend and estranged ex-husband. Yen talks about the real life experiences that inspired the film, shooting in Los Angeles after making most of his previous projects like Ciao, 1985 and Pit Stop in Texas. Other topics include: his movie poster design side hustle, having an Evil Dead full-circle moment on set and watching Showgirls over and over during the pandemic.

Hasta las 9 de la mañana sigue activo el aviso amarillo en el litoral gaditano por tormentas. Tras cruceros coinciden hoy en el puerto de Cádiz, serán 14 a lo largo de la semana. Y los mercados de Cádiz celebran hoy la fiesta de "Tosantos".Yen "Crónicas gustativas", nos acercamos a Sanlúcar para conocer el vino espumoso con uva Palomino de Bodega en Movimiento.Escuchar audio

durée : 00:15:39 - Qigang Chen : "Er Huang" - Shao-Chia Lü, Chun-Chieh Yen et l'Orchestre philharmonique de Taïwan - Né à Shanghai, élève d'Olivier Messiaen et Betsy Jolas, Qigang Chen est devenu l'un des plus éminents compositeurs de son pays de naissance. Commandée par le Carnegie Hall et créée en 2009, sa pièce "Er Huang" rend hommage aux opéras pékinois que le compositeur a voulu remettre à l'honneur. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Le sujet : Vous investissez massivement dans des ETF et des actions américaines sans vous soucier du risque de change ? Erreur fatale. Découvrez pourquoi vos gains peuvent s'évaporer à cause du change et comment vous en protéger.L'invité du jour :Kévin Thozet est Portfolio Advisor et membre du Comité d'investissement chez Carmignac.Au micro de Matthieu Stefani, il explique comment gérer ses investissements lorsque le dollar se dévalorise.Découvrez :Les chiffres fous du marché des devisesPourquoi le dollar est en chute libre en 2025Pourquoi vous perdez de l'argent avec vos investissements américainsComment se protéger face au risque de changePourquoi le yen est une devise à suivre de prèsIls citent les références suivantes :L'indice Big MacAinsi que d'anciens épisodes de La Martingale :Épisode #122 avec Maxime Carmignac : Investir dans des entreprises familialesOn vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Enky de soutenir le podcast.Bénéficiez de 100€ à 300€ crédités selon le montant investi en cliquant sur ce lien.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

The dollar's lower as the Yen moves up, all while yields tick higher on comments highlighting a weaker U.S. labor market. Kevin Hincks reports from the Cboe Global Markets to highlight under-the-radar market moves to watch ahead of Friday's opening bell. On the FOMC, Kevin talks about how it is narrowing the list of candidates to take over Jerome Powell's position. Among the names included: Kevin Hassett, Michelle Bowman, and Christopher Waller. He also touches on what to watch into the start of earnings season next week.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

Onze gast heeft zijn mening wel klaar over dat vermeende AI-bubbeltje waar men wijdverspreid over spreekt. 4 miljard euro aan omzet, 8 miljard dollar verlies dit eerste half jaar. Maar ondertussen alvast een biljoen dollar aan deals de hoogoven in smijten. Dát maakt OpenAI een luchtkasteel, zegt hij. Maar ja: het is nou ook weer niet zo dat er niks is gepresenteerd op die developer day die het bedrijf van Sam Altman hield. Spotify aansturen met je stemgedreven chatbot, -eindelijk- die afspraken je agenda in spreken, een stuurprogramma voor camera's maken met puur je stem, ja, zelfs 'apps voor volwassenen' (kuch) zouden binnenkort mogelijk zijn als OpenAI even zijn leeftijdsverificatie op orde krijgt. Okay, alle apps en alles op het internet moet dus langs ChatGPT, vindt Sam. En iedereen moet ze programmeren met zijn AI-programma Codex. Maar waar zitten de verdienmodellen voor al deze foefjes? En wie wíl dat eigenlijk? Verder bespreken we opkomende markten. Want met een dalende dollar en overheidsschulden die van Washington tot Parijs tot Tokyo de lucht in schieten, kijken beleggers niet alleen naar goud (nieuw recordje vandaag) maar ook naar opkomende markten. De MSCI index, met al dat moois buiten je ontwikkelde economieën, steeg met 28 procent dit jaar. Arend Jan heeft dubbel pijn: hij gaf wel het advies erin te beleggen, maar liet het zelf na. Tot slot een excuus. We hebben het weer over Tesla gehad. Daar was dan ook wel reden voor, na al dat sluikse gedoe op X gisteren en de zogeheten grote aankondiging van vandaag. Want tja: een goedkope model Y, stut dat niet enkel de verkoop die wegvalt nu de belastingvoordeeltjes in de VS wegvallen? En hoe kán het eigenlijk dat een dalende verkoop wordt beloond met nieuwe all-time highs? AJ surfte lekker mee. Toch een beetje spanning.See omnystudio.com/listener for privacy information.

En die deal ziet er als volgt uit. OpenAI krijgt van AMD chips én aandelen. En daar staat tegenover: niks. Tenminste, zolang AMD niet presteert. Pas als de chips geleverd zijn, én het aandeel van AMD zo'n vier keer over de kop is gegaan, komt OpenAI met geld op de proppen. Is het het waard voor AMD om zo veel terrein weg te geven, puur om een plekje in het serverrack van OpenAI te krijgen? Dat hoor je in deze aflevering. Die deal brengt ook de nodige fronsen met zich mee. Het is namelijk nog geen twee weken geleden dat AMD's grootste concurrent, Nvidia, zelf miljarden in OpenAI investeerde. Indirect krijgt Nvidia dus zo een belang in een tegenstander. Belangenverstrengeling? Zoeken we uit. Verder hebben we het over Japan. Beleggers daar zijn dolblij met de vrouw die hun nieuwe premier moet worden. In Frankrijk zitten ze juist in de stress omdat er wéér een premier sneuvelt. En in Italië hebben ze hele andere problemen. Ze moeten misschien op zoek naar een nieuwe afzetmarkt voor hun pasta.See omnystudio.com/listener for privacy information.

In this week's Macro Mondays, James Brodie, James Todd, and Spyridon Kokas, break down a week of record highs and rising uncertainty. Japan's new Prime Minister, Senae Takaichi, pledged sweeping stimulus, sending the Nikkei up nearly 5% and the Yen down 2%, as debt fears grew. In Europe, French Prime Minister Lecornu resigned after less than a month, driving Euro weakness and a sell-off in French bonds, now yielding above Italy's. U.S. data remains scarce amid the government shutdown, with consumer confidence plunging and UBS pegging recession odds at 90%. Gold surged to new all-time high alongside the S&P500, Nasdaq, NVIDIA, and Bitcoin, while silver, platinum and palladium also surged higher; however, Brent struggled near $65/bbl. Bitcoin hit fresh records as liquidity flooded risk assets. With Powell set to speak and four Fed cuts priced in, the team debates whether gold's relentless rally or the market's euphoria is telling the real macro story.

Following the Fed's decision to cut by 25bp, we discuss why we now expect substantially more rate cuts in 2025-26, and the impact of the appointment of a new Fed chair in coming months. In Europe, we preview the on-hold decisions we expect from both Swiss National Bank and Riksbank next week. In Asia, we put a spotlight on Indonesia. In this episode, we also speak with Yusuke Miyairi, our G10 FX strategist, who explains why he sees USD/JPY lower in the near-term, amid the latest political developments in Japan. Chapters: US: 01:59, Europe: 10:23, Asia: 15:51, Japan: 17:24.

A thousand facets sits with Kayo Saito, they discuss her upbringing in Japan, her start on jewelry creating paper pieces and how she moved to metal and now lapidary! About: I really cherish the little wonders that nature throws our way.  It could be tender young leaves sprouting, the scent of opening buds, or decaying leaves curling up.  I design and make jewellery to reconnect us to nature. In my workshop, all the parts and elements are made by hand, making each piece unique. You can follow Yen on Instagram @kayosaitojewellery or her website https://www.kayosaito.com/ Please visit @athousandfacets on Instagram to see some of the work discussed in this episode. Music by @chris_keys__ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Apple en andere westerse bedrijven kennen het maar al te goed. Opeens worden je vrachtwagens in China dubbel zo vaak gecontroleerd. Xi Jinping zegt plotseling tegen de staatsmedia dat jouw bedrijf consumenten mishandelt. En de lokale regelgever? Die wil NU meer belasting zien! Het kan twee dingen betekenen: u moet op audiëntie komen bij de Chinese overheid en mag toezeggingen gaan doen, of u bent gedegradeerd tot pokerchip op de geopolitieke speeltafel. Het laatste overkomt Nvidia deze week. Want die overname van vijf jaar geleden die de Chinese regelgever allang goed had gekeurd? Die kan opeens niet meer door de beugel. We bespreken de gevolgen voor 's werelds grootste chipbedrijf. Han Dieperink van Aureus meldt terloops even dat die 15 procent van Chinese chipomzet die Nvidia aan de regering Trump mocht afdragen, op niks was gebaseerd. Minder nep is de nieuwe Europese concurrent voor Starlink. Elon Musk verslikte zich dit weekend twee keer in zijn koffie: net even de prijs van Tesla omhoog gekocht, ligt Starlink er opeens uit! En tot overmaat van ramp komen de Europese defensiebedrijven Thales, Leonardo en Airbus met een nieuwe Franse joint venture die gaat concurreren met zijn oppermachtige satellietbedrijf. Verder bespreken we opmerkelijke veranderingen op Wall Street. De nieuwe baas van beurswaakhond SEC wil eerst netjes blaffen voordat 'ie bijt. Volgens Paul Atkins is de SEC iets te vaak een sheriff geweest die je kop eraf knalt en dan pas vragen stelt. Goed nieuws voor de boeven dus. Tot slot doet Trump ook nog een duit in het zakje van de regelgeverij: het liefst stoppen we met die kwartaalcijfers. Veel te hijgerig, schrijft hij op Truth Social. Liever elk half jaar een teken van leven met wat cijfers. Jim Cramer is in elk geval al aan boord.See omnystudio.com/listener for privacy information.

A thousand facets sits with Yen Duong before her showing at Goldsmith's fair week one, to talk about her experiences as a child, her love for art and how a visit to a science museum igniting the voice she has now. About: When I was 7 years old I experienced the eternal bond that jewellery can create with memories. My family and I were forced to flee our homeland of Vietnam as political refugees. We could take little with us on that perilous boat journey to Hong Kong and we chose our most precious possessions - family photos and jewellery which I've treasured ever since. To this day that jewellery connects me back with those childhood memories, loved ones and places for which I'm eternally grateful. That chapter of my life made me embrace the value of memories and the simple things in life. Maintaining that sense of joy and gratitude for the everyday lead to creating intricate, beautiful pieces from the raw materials around me and jewellery making became my creative outlet. At The Sir John Cass School of Art, London I learnt to push the boundaries of creativity and innovation with traditional skills. In the process of experimenting with structural complexity in movement, I developed the foundations for my Molecule Design Structure along with my creative expression. You can follow Yen on Instagram @yenjewellery or his website https://www.yenjewellery.com/ Please visit @athousandfacets on Instagram to see some of the work discussed in this episode. Music by @chris_keys__ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brand new $1M luxury yacht tips over and sinks in Turkey, 15 minutes after launching. A woman in Japan lost millions of Yen - $6k U.S. - after being conned by a man claiming to be an astronaut. Google's autonomous ride service Waymo is coming to Denver. Kawhi Leonard and L.A. Clippers owner Steve Ballmer just got outed by Pablo Torre for fraudulent behavior to beat the NBA salary cap.

Google riding high ahead of earnings, with potential for its longest win streak in years. Japan's election results have the Yen strengthening against the dollar. And Sarepta's slide continues as the drug developer rebukes the FDA's request to halt shipments of its gene therapy drug. Why one Wall Street analyst says the stock could head to zero. Fast Money Disclaimer  

Episode 614: Neal and Toby talk about Apple's much-anticipated release of ‘F1' as it hopes the Brad Pitt-led movie can bring box office riches. Then, Trump is considering naming Fed Chair Jerome Powell's replacement, much sooner than expected. Also, Nvidia breaks another record, making it the Stock of the Week. And Zohran Mamdani's Democratic primary win has NYC real estate companies scared, making them the Dog of the Week. Meanwhile, Japan continues to be the destination of choice for many Americans looking to take advantage of the weakening Yen.  Check out https://domainmoney.com/mbdaily and start building your financial plan today We are current clients of Domain Money Advisors, LLC (Domain). Through Domain's sponsorship of Morning Brew Daily, we receive compensation that included a free plan and thus have an incentive to promote Domain Money. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices