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Sep 18, 2026 – "Bullseye" Craig Johnson of Piper Sandler discusses recent market turmoil following Fed rate hikes, highlighting weak market breadth and the likelihood of deeper consolidation or correction ahead. He warns of risks tied to rising debt...
Kevin Hincks believes Friday's trading day will see heavy volume due to triple witching, but he says you'll also want to watch crude oil as a key indicator to geopolitical volatility. He looks overseas to the Bank of Japan's interest rate hike and explains why it's putting upward pressure on U.S. Treasury yields just after the Fed made its decision. In equity movers, Kevin highlights headlines that Warren Buffett will step down as chairman of Berkshire Hathaway (BRK/B). ======== 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/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow 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 - About | Schwab Network
Stocks rallying on Wall Street as oil prices and bond yields pull back after yesterday's Fed-induced sell-off. The sectors seeing the biggest bounce, and where one market strategist sees the 10-year heading next. Plus the nuclear trade goes radioactive, the technical take on cyber stocks, and the next move in the housing market; where a top analyst sees the market heading next after yesterday's Fed rate hike. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This episode features a large news slate: five key takeaways from Wednesday's Fed rate hike, 7 in 10 Gen Z healthcare workers eyeing exit within a year, and Treasuries have crossed 5% for the first time since 2023. QOTW: Rapid Firehttps://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sylvain discusses why surging bond yields and a US 10-year government bond yield crossing 5% – fuelled by the AI investment boom's competition for capital – don't have to derail the equity rally and shares views on how to position your portfolio in this environment.Speaker:Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
The 10-year Treasury yield hit 5.04%, its highest since 2007, as oil held near $108 Brent, handing stocks a second straight down day ahead of the Fed. Markets overwhelmingly expect a quarter-point hike on Wednesday, with the new projections and Kevin Warsh's press conference set to reveal whether more is coming.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
The yield on 10-year notes hitting the highest level since 2007 ahead of the Fed decision. Jefferies' David Zervos expects a more dovish Warsh and says the market is wrong on rates. Plus, prediction markets are already scoring this NFL season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
https://garykaltbaum.com/ The opinions you hear on BizTalkRadio, BizTV, or BizTalkPodcasts are those of the hosts, callers, and guests and do not necessarily reflect those of BizTalkRadio, BizTV, or BizTalkPodcasts, its management or advertisers. The information on BizTalkRadio does not constitute a recommendation, offer, or solicitation to buy or sell any product or securities. Please consult a professional before investing.
What is driving the move higher, and how are central banks responding? Join us for a closer look at the forces reshaping global bond markets, from the changing composition of long-term Treasury holders to continued fiscal pressures. Plus, opportunities in fixed income, market analysis, and economic trends.#mutualfunds #assetmanagement #finance Investors should consider a fund's investment goal, risk, charges and expenses carefully before investing. The prospectus contains this and other information about the fund and can be obtained at www.aristotlefunds.com. It should be read carefully before investing.Investing involves risk. Principal loss is possible.Foreside Financial Services, LLC, Distributor.
The 10-year Treasury yield is back around 5%, mortgage rates are above 7%, and tomorrow's Fed decision could determine whether bond investors believe Kevin Warsh is serious about inflation.Mike Armstrong and Marc Fandetti discuss why rising yields are putting pressure on borrowers, bond investors, and the federal government. They break down why higher rates have hurt existing bondholders, why deficits may be adding to market stress, and why Marc says Treasury Secretary Scott Bessent's “grow our way out of it” argument lacks credibility. They also look ahead to the Fed's three-part decision day, how diesel prices could complicate the inflation fight, and why cheap used cars have become so hard to find.
Markets are selling off as Treasury yields climb, AI concerns grow louder, and Washington's debt debate adds another layer of uncertainty ahead of the Fed decision.Mike Armstrong and Marc Fandetti discuss why rising Treasury yields are driving markets, how higher rates affect mortgages, bonds, deficits, and stock valuations, and why AI investment and fiscal concerns may both be contributing to the move. They also break down growing AI safety concerns, whether the AI trade could be vulnerable to a slowdown, why traditional bond investors have struggled, and why a proposed $5,000 “dividend” check could worsen inflation and push rates even higher.
Crude oil over $100 and the 10-year Treasury yield above 5% are two pain points for the stock market, says Charles Schwab's Joe Mazzola. Both metrics don't just change market dynamics, but also serves as headwinds for future earnings should these overhangs persist. Joe points to AI's violent rotation as another dynamic to watch. Michelle Gibley turns to the global stage and discusses how some economies are mirroring the U.S. through their own interest rate hike talks. She sees European companies as strong buoys for portfolio diversifiers. ======== 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
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Terry Savage, nationally syndicated money columnist, joins Lisa Dent to discuss Treasury Direct accounts, the stock market, and tax refunds.
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Gold and silver faced another volatile week as hotter inflation, rising Treasury yields, and renewed expectations for a Federal Reserve rate hike pressured precious metals. Gold finished near $4,348 per ounce, while silver held around $64.50, even as underlying investment demand remained strong. Global gold ETFs attracted approximately **$18 billion in August—the second-largest monthly inflow on record—**highlighting continued investor interest despite recent price weakness. Learn more about what the upcoming Fed decision, inflation pressures, and shifting global demand could mean for gold and silver in the week ahead.
Sep 11, 2026 – Oil above $100, Treasury yields near 5%, and rising Fed hike odds tighten financial conditions. AI spending buoys market leaders, but weakening breadth and Iran tensions raise risks, making the Fed outlook and capital protection...
Today, a look at the rip higher in global yields as crude oil prices spiked and the ECB surprised on the hawkish side of expectations. The market is trying to recover its equilibrium on hopes that a Monday meeting between GCC members and Iran will set things right. In the meantime, we have the US CPI report to get out of the way today, an FOMC meeting next Wednesday and Bank of Japan meeting next Friday to contend with. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links John's The FX Trader piece from today, on currency moves and what to watch for next. Goldman Sachs says that interest rates are set to remain higher and outlines why. LA Times on how the AI future is already here for some forms of video entertainment in China. Some profound thinking on where we are in the "interregnum" as we transition away from the old world order and into the new one. A taste: "Gramsci's interregnum, the “time of monsters” when the old is dying and the new cannot be born, has become a cliché of our political moment, which is usually a sign that it is true. But what it means precisely is this: the conceptual frameworks adequate to the old order have ceased to describe reality, and the frameworks adequate to the new order have not yet been assembled." Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
Scott Wapner and the Investment Committee debate whether rising oil prices and yields pose a risk for the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe yield on the US Treasury 10-year bond is now dangerously near 5%That's the "line in the sand" portfolio manager Michael Lebowitz sees that, once hit, the economy and financial markets will start to buckle, and the Treasury and (likely) the Fed feel forced to step in an intervene to bring yields down.So, contrary to the current swirl of narratives projecting that yields will keep rising into 2027, Michael concludes it's more likely that they will peak soon and instead trend downwards for the next year or two.For all things bond-related, watch this video.#bonds #bondyields #interestrates _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
Today, we note the fresh pop in US treasury yields to new cycle highs after the Treasury market buyback and Treasury Secretary Bessent's posturing failed to shore up confidence. Elsewhere, it was a rather negative day for risk sentiment on the latest aggravated rise in crude oil prices and that rise in yields, with Europe particularly spooked ahead of today's ECB meeting. We note key equity stories like Apple's (Gen Z targeted?) pricey new foldable phone, Meta's pop on the enthusiasm for its Muse AI agent. Most of all, we queue up what to look for over tomorrow's US CPI release. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Trump wants cheap hamburger meat ahead of the mid-terms. Matt Stoller covers the story and shows what this may cost him politically with some of his base - and what it may cost those consuming the questionable meat. Yikes. The FT version of the widely covered resignation of an Anthropic researcher over concerns that the company is not doing enough to enforce safety guardrails and that AI could end humanity as the company and OpenAI are "'gambling' with the future of mankind". Michael Every reposted a news item on X that Germany's Deutsche Bank will be appointed as the clearer and settler of RMB (Chinese yuan) transactions in Europe. Wasn't the EU supposed to be gearing up for a less friendly face to China on concerns it is undermining EU industry with its cheap and subsidized exports? (HT FTAlphaville) A Bruegel long-form piece poking into the factors that are driving the rise in long-term interest rates - it's not just about fiscal profligacy. ProPublica earlier this year looked into how Trump might look to call the mid-term election results into question if they are not favourable for Republicans - a high risk on this front, but how high when the president himself is so unpopular? Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
Yields continue higher, and on the heels of a strong 30-year bond auction, Rick Santelli says it's “war, not Warsh” moving rates. Real Macro's Jeff Currie on the “toxic” double-trade pushing oil prices higher. Plus, President Trump's $5,000 midterm ‘dividend.' Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Liz Ann Sonders of Charles Schwab says her data is suggesting a likely interest rate hike. She gauges what investors should expect if September's tentative hike is the first of several. Liz Ann adds that the CPI can be a bigger market mover than expected due to the amount of churn in the stock market and the rise in Treasury yields. Mike Townsend sets his expectations for Fed Chair Kevin Warsh's communication in next week's interest rate announcement. He also does the math on President Trump's promise of delivering $5,000 to every American if the GOP wins the midterms. ======== 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
Fritz Folts assesses the market's ability to sustain the S&P 500's (SPX) rally as WTI crude oil climbs above $100 and long-term yields rise. He explores how these factors could challenge investor enthusiasm for AI and explains how his firm balances risk in a multi-asset portfolio.======== 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
SWBC CIO Chris Brigati is sticking with a bullish S&P outlook even as persistent inflation threatens to push the 10-year Treasury yield higher. His playbook spans Japan—Mitsubishi and Sumitomo Mitsui Financial Group (SMFG)—along with tech-adjacent Siemens and defense contractor Airbus.======== 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
Onida, SD grower Ryan Olson says his sunflowers are ahead of normal. Petals are off and heads are pointed down. He expects below average yields. National Sunflower AssociationSee omnystudio.com/listener for privacy information.
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F210-Year Treasury yields are spiking toward 4.84% while 30-year yields reach 5.3%. Gold gave up a $60 gain as rising yields and persistent U.S. debt issuance pressure markets.
Stocks take a leg lower as the 10-year treasury yield spikes to its highest level in nearly 3 years. Why the Treasury Department's buyback announcement isn't cooling things down, and what the yield surge means ahead of key inflation reports this week. Plus more weakness in the retail sector, Apple's bold move into foldable devices, and the AI threat that could wipe out humanity. The stark warning from one industry expert who says the tech could kill us all… Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
I am the House! Bessent on Yen and other matters (he has inside information). Straight of Hormuz – There is no movement people. CPI coming Friday – many say ultimate Fed test. Gen-Z Dumps the bubbles. 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - I am the House! Bessent tonight on Yen and other matters (he has inside information) - Straight of Hormuz - There is no movement people - CPI coming Friday - many say ultimate Fed test - Gen-Z Dumps the bubbles Markets - Chips up, making up for some time - Oil UP! and UP! - Yields keep climbing DHU MAILING LIST! - Go to DHUnplugged.com BOND YIELDS KEEP CLIMBING - Japan now has a 3% 10-year yield while carrying government debt above 200% of GDP. - Higher Japanese yields also create an incentive for domestic investors to bring money home rather than reaching overseas for returns. - The broader bond selloff is hitting the U.S., Germany, U.K. and Japan at the same time. FED HIKE ODDS RISE - Warsh said the Fed still has “work to do” if officials are not confident inflation is returning to 2%. - Fed Governor Christopher Waller has left open the possibility of holding rates steady if inflation cools. - The September decision is increasingly being dictated by incoming inflation data and oil. - It is kinda funny.... The “data-dependent Fed” is now apparently oil-dependent, jobs-dependent and whatever-CPI-says-next-week-dependent. OIL KEEPS PRESSURE ON INFLATION - Renewed U.S.-Iran tensions have pushed oil higher and revived fears about supply through the Strait of Hormuz. - The Strait remains one of the most important chokepoints for global energy flows. - Oil is working directly against central banks trying to bring inflation back toward target. - Basically, central banks can raise rates all they want yet it is too bad that the the Strait of Hormuz does not attend FOMC meetings. SCHWAB VOLATILITY TRADE - Barron's argues low market volatility may not last as fall seasonality and macro risks build. - Schwab could benefit if volatility drives heavier customer trading activity. - The suggested trade used an October risk reversal built around $110 puts and $120 calls. BEAR INVASION - Colorado has logged more than 7,000 bear sightings this year, already a record. - Drought and poor natural food supplies are pushing bears into homes and businesses. - New Mexico and Utah have also reported unusually high numbers of bears being euthanized. - One Colorado homeowner found two bears inside his hallway; another wandered into a vape shop. - Is this a warning for markets????? META SETTLEMENT - Meta agreed to pay up to $18 billion over 10 years to settle state claims involving harm to children. - States had been seeking penalties approaching $200 billion. - Teen accounts will face time limits, overnight restrictions and muted school-hour notifications. - Meta did not have to eliminate personalized recommendations or targeted advertising. BROADCOM: NEXT AI CHECK - Broadcom reports Wednesday after the close, another major test of AI spending after Nvidia. - Focus will be on AI semiconductor growth, hyperscaler demand and the outlook for custom AI accelerators. - Broadcom's guidance matters beyond the stock because it offers a read on whether huge data-center spending plans are still accelerating. WEIRD ONE: SHEIN'S UPSIDE-DOWN IPO - Shein is looking to raise about $1.8 billion in its Hong Kong IPO while paying roughly $3.6 billion in cash and stock to early investors. - The payouts stem from investor protections triggered after Shein's valuation collapsed from about $98 billion in 2022 to roughly $26.8 billion. - Some of the same early investors receiving compensation are coming back as cornerstone buyers in the IPO. - Essentially: raise $1.8 billion from new investors while sending twice that amount back to older ones. GOOD GOOD GOES BAD - Good Good Golf's controversial Callaway ad showed co-founder Garrett Clark shoving a female creator in a movie spoof, triggering immediate backlash. - Callaway ended its partnership, Dick's and Golf Galaxy pulled Good Good merchandise, and Golf Channel canceled the current "Big Break x Good Good" season. - Good Good also stepped away as title sponsor of the PGA Tour's November event in Austin. - WOW - the company had more than 2 million YouTube followers and become one of golf's fastest-growing media and merchandise businesses before the blowup. ARGENTINA BEEF PRICE FIX - Trump expanded lower-tariff beef imports by 300,000 metric tons in an effort to bring down record-high U.S. beef prices. - The U.S. cattle herd is at its lowest level in 75 years, while USDA expects beef production to fall roughly 4% this year. - Argentina is one source of additional supply, but U.S. ranchers argue cheaper imports could undercut domestic producers just as they are trying to rebuild herds. - Trump says imported beef could help lower prices; farm-state lawmakers and ranch groups say the short-term consumer fix could make the long-term supply problem worse. EUROPE GETS GROWTH AND INFLATION - Euro-zone manufacturing is expanding at its fastest pace in more than four years as headline inflation moves back above 3%. - Stronger factories give the ECB more room to tighten without immediately crushing economic activity. - Much of the new inflation pressure is energy-driven, which higher ECB rates cannot directly fix. - Europe finally gets better manufacturing numbers, so naturally the reward is another rate hike. CHINA'S TWO-SPEED ECONOMY - The private manufacturing PMI showed expansion while the official factory reading remained in contraction. - Export orders strengthened, but services and domestic demand remain weak. - The divergence shows the improvement remains concentrated in exporters. - Alternative Facts: Depending on which PMI you prefer, China's factory sector is either expanding or contracting. Two economies for the price of one. THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first. NVIDIA BUYS HUGGING FACE FOR $13 BILLION - Nvidia agreed to buy Hugging Face for about $12.9 billion. - Hugging Face was valued at $4.5 billion in 2023 and has about $150 million in annual revenue. - Nvidia will pay roughly $11.9 billion to shareholders plus $1 billion in employee retention equity. - Hugging Face will remain open and interoperable. - JC Called this earlier last week. Obviusly the pressure was on since his scoop and they needed to get this done. UNCLE SAM'S STOCK PORTFOLIO - Federal equity positions now include Intel, MP Materials and Trilogy Metals. - Intel, MP Materials and Trilogy Metals all jumped after their respective government deals. - An Intel shareholder lawsuit argues the CHIPS Act did not authorize the government to demand an equity stake. - The case could affect other government investments made using CHIPS Act funding. GEN Z DUMPS THE BUBBLES - Non-carbonated drinks accounted for 38% of new premixed-alcohol launches last year, up from 27% in 2021. - Boston Beer's Sun Cruiser is growing while Truly slows. - Mom Water is on pace to exceed 1 million cases this year. - Lucky One Lemonade sold 1 million cases in its first seven months. - Gen Z has apparently decided carbonation was the problem. TRUMP WANTS LOWER RATES - President Trump called for lower interest rates after the August jobs report. - Markets moved the other way, increasing expectations for a September Fed hike. - Kevin Warsh has kept another rate increase on the table. - Markets were pricing roughly a 60%-plus chance of a quarter-point September hike. JOBS REPORT CRUSHES ESTIMATES - August payrolls rose 162,000 versus roughly 56,000 expected. - July was revised from a 23,000 decline to a 21,000 gain. - Unemployment held at 4.1%. - Labor-force participation rose to 61.6%. - Wage growth eased to 3.1% year over year. MAPQUEST IS NO. 1 AGAIN - MapQuest jumped from No. 128 to No. 1 in the U.S. App Store. - The surge followed its decision to keep the Lake Ontario name. - More than half of its 2026 U.S. downloads reportedly came in just a few days. - Google Maps now shows “Lake America” for U.S. users. AUSTRALIA JOINS THE BOND SELLOFF - Australia's 10-year government bond yield climbed above 5.1%, its highest since 2011. - The three-year yield also jumped as traders priced more central-bank tightening. - Australia joins the U.S., Japan, Germany and U.K. in the global yield surge. DICK'S GETS HIT BY FOOTWEAR - Dick's shares fell more than 25% after earnings. - Earnings, revenue and same-store sales missed expectations. - Foot Locker also disappointed after the acquisition. - Management cited heavier promotions, fewer product launches and discounting of older shoes. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) 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
The bond market is sending Washington a message—and the Treasury is fighting back. Long-term Treasury yields have been climbing sharply, pushing borrowing costs higher and putting pressure on everything from mortgages and corporate debt to stock-market valuations. Now the U.S. Treasury is stepping in. On today's TraderMerlin, we'll look at what I'm calling Operation "Treasury Twist"—the Treasury's decision to dramatically increase its purchases of longer-dated government bonds in an effort to improve liquidity and take some pressure off the long end of the yield curve. The Treasury just announced it will buy up to $6 BILLION of 10-to-20-year bonds, triple the size of its previous long-term operation. But there's one little problem... So far, the bond market doesn't seem impressed. The 10-year Treasury yield actually pushed toward 4.85%, while the 30-year remains above 5.2%. So we'll discuss: Treasury Buybacks – What exactly is the government doing? 10 & 30-Year Yields – Why have long-term rates been surging? Is It Working? – Why yields moved HIGHER after today's announcement Stocks – Why rising bond yields can pressure expensive growth and technology stocks Mortgages & Consumers – How the bond market filters directly into borrowing costs The Fed – How inflation, oil and interest rates complicate the picture And we'll also turn our attention to Apple!
When Martin Uhrik compared the margins of two visual-effects brands at Technicolor, one appeared far more profitable than the other. Uhrik tells us the reported difference prompted him to investigate. One brand showed project results only to the direct-margin level, rather than revealing fully absorbed profitability.Uhrik says he asked the business-unit CEO why the company was not showing creatives “the true state of the business.” The response was resistance: management feared that exposing weaker bottom-line results could cost the premium brand its talent and luster.Uhrik insisted. According to him, the business began showing creatives the profitability of roughly 3,000 projects a year. Teams then examined pricing, rate cards, utilization, client requirements, and whether changes requested during projects were being captured and passed along to customers.Within six to 12 months, Uhrik tells us, margins improved substantially. The feared loss of creative talent did not materialize. Instead, he says the information “lifted the energy” inside the organization because employees had not realized their work was less profitable than they believed.For Uhrik, the experience reinforced the value of challenging the status quo. He says finance leaders should not stop when they encounter pushback; tension, opinion, and conviction are part of reaching better outcomes.It also challenged management's assumptions about people. As Uhrik observes, leaders should not be too quick to predict how others will respond. Given the unvarnished economics, the creative teams did not retreat. According to Uhrik, they surprised the CEO—and then helped improve the business.
Calum is officially back in the studio with Pav following his two-month fitness retreat in Bali, stepping right into a week filled with major market developments and shifting on-chain trends! Cal and Pav jump straight into analyzing on-chain metrics after $9 billion in unrealised gains unlocked across new Bitcoin whale wallets. They unpack how a new meta on Robinhood Chain is allowing traders to earn daily stock dividends like Apple and Tesla equity simply by holding meme coins, while exploring why privacy tokens like ZCash and Dash are surging up to 2,200% following recent SEC regulatory updates. Plus, Calum and Pav look under the hood at the $3.5B spot Bitcoin ETF monthly inflows and share their game plan for managing portfolio risk ahead of upcoming US Federal Reserve interest rate announcements. You'll hear: 00:00 Cal returns from Bali and shares his time stepping away from charts. 02:33 Analysing $3.5B spot ETF monthly inflows and sub-60K cycle targets. 05:37 How meme coins are paying holders daily payouts in Apple stock and tokenised gold. 10:16 Why ZCash and Dash are surging up to 2,200% after regulatory clearance and Grayscale ETF launches. 16:14 $9 Billion Whale Profit Risk: The On-chain data reveals record unrealised gains and potential sell-side pressure. 18:48 Upcoming US central bank decisions and preparing your portfolio for market volatility. … and much more! Want to see what we're looking at every episode? Watch the YouTube version of the podcast here. Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify: https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto If you can't wait to learn more, check out these blogs from our friends over at Swyftx. This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. I'll be covering the topic on: Stop Trading Time for Money: The 5 Levers That Scale Any Business and more. Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Book a call with us to help you scale your side hustle: https://harounventures.com/startGet mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Chapter Marks: 0:25 Welcome & Intro 0:38 Turn Your Side Hustle Into a Business That Scales 2:23 My Background and Experience 3:31 What Happens to Your Revenue If You Stop for a Month? 5:33 The Five Levers of a Scalable Business 21:52 Q&A: Trump, Canada, and Trade 23:46 Q&A: Risk Factors & Becoming a Competent New Hire 26:47 Q&A: T-Bills, Yields, and the Fed 30:32 Q&A: Big Tech Power and Unemployment Risk 33:18 Q&A: Education, Debt, and Online Teaching in the AI Era 37:52 Q&A: BYD vs. Tesla, and Trusting Bill Gates 44:21 Q&A: Canada, Programming's Future, and the Bay Area 49:38 Q&A: China Leverage, Trump's Political Power, and Good Presidents 53:23 Q&A: Investing in Europe, Mortgage Careers, and Coaching 57:29 Q&A: Valuing Startups and Reading Nvidia Earnings 1:00:45 Q&A: TikTok, Life Lessons, and the US Surplus 1:09:08 Q&A: Grok vs. Claude, Stock Market Safety 1:14:57 Q&A: Green Screens, Figma, and Getting Into Sales 1:18:55 Q&A: Dream Time Off, Nvidia, and Hedge Fund Careers 1:22:33 Q&A: Writing a Book and Beating Stress 1:27:43 Q&A: Blogs, AI Investing, and Does Banking Age You 1:36:15 Q&A: QE vs. QT and Career Advice for Policy Backgrounds Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun
Yemeni Houthis confirm that they hit a Saudi Aramco oil refinery and targeted an air base in retaliation for recent Saudi strikes.Canada's retaliatory tariffs on US goods took effect as scheduled, while US President Trump called for a halt to US sales of Bombardier aircraft.US equity futures trade lower as participants return from holiday; Novartis suffers after key drug misses primary endpoints.USD helped by higher energy prices; JPY continues to firm, helped by strong growth and wage data.Fixed income benchmarks fall, with Gilts underperforming as Amazon (AMZN) files for GBP-denominated debt.Crude complex rises following the Saudi and Yemeni Houthi update.Looking ahead, highlights include US ADP Employment Change Weekly. Speakers include ECB's Elderson, BoE's Bailey, Ramsden, Greene & Taylor. Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
As markets return from the summer with a series of surprises, investors are grappling with a changing economic landscape. In this episode of Current Account, Clay is joined by Marcello Estevão, Chief Economist and Managing Director at the IIF, to unpack three of the biggest stories shaping global markets: rising long-term bond yields, the joint U.S.-Japan intervention to support the yen, and the key messages emerging from this year's Jackson Hole conference. They explore what these developments reveal about the evolving cost of capital, why higher borrowing costs matter beyond financial markets, and how central banks, governments, and investors are adapting to a world of stronger investment demand and growing competition for resources. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
Yields on U.S. Treasuries continued to rise this week, climbing near a 20-year high. There are many reasons why this is happening but the main driver of this run-up is inflation. As the cost of government borrowing keeps creeping up, it will trickle down to everyday Americans, impacting all kinds of consumer debt. WSJ's Jack Pitcher breaks down what's behind the bond market volatility. Jessica Mendoza hosts. Further Listening: - Let's Talk Bonds. Treasury Bonds. - The Economy Is Booming. Why Does It Feel Like a Bust? Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Interview recorded - 4th of September, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is a renowned economist, the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University who has authored many books.During our conversation we spoke about the current situation in the economy, risk of inflation, Kevin Warsh, Scott Bessent, economic risk, China deleveraging and more. I hope you enjoy!0:00 - Introduction0:59 - Overview of economy and markets8:39 - Yields out of control11:00 - Inflation 12:23 - Kevin Warsh14:49 - What should FED Change?16:11 - Interest rates23:09 - Scott Bessents buyback25:35 - Global overview28:23 - China deleveraging 30:14 - Japan30:45 - Venezuela35:23 - One message to takeaway?Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China's International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world's third-most influential economics influencer by FocusEconomics in Barcelona, Spain.Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0X - https://x.com/steve_hankeBio - https://www.independent.org/aboutus/person_detail.asp?id=516WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
Thierry Wizman highlights that all key inflation measures—core and headline CPI and PCE—remain above the Fed's 2% target, keeping the labor market a decisive factor for policy. He points to AI-driven corporate earnings growth as a sign of economic strength, even as oil prices and geopolitical risks cloud the inflation outlook.======== 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
Episode overview In this episode of Investments Unplugged, host Kevin Headland is joined by U.S.-based Co–Chief Investment Strategists Emily Roland, CIMA, and Matt Miskin, CFA, for a “back-to-school” themed market outlook, along with their views on portfolio positioning, for the remainder of 2026 and into 2027. Using a “report-card” framing, they assess: · The overall economic backdrop, with a focus on labor market signals and “Goldilocks-like” conditions · The role of AI-led capex and its effects on manufacturing activity and market leadership · The state of corporate earnings, equity market valuations, and market breadth · Why fixed income may be re-emerging as a more compelling portfolio building block Key topics & insights 1. Economics 101: a “Goldilocks-ish” U.S. economy, but with softer edges Ø The U.S. economy is given a report-card grade of roughly a “B / B+”; it's not overheating, nor is it on the verge of collapsing. Ø The labor market is characterized as “no-hire, no-fire,” with limited layoffs and low jobless claims but some signs of cooling. Ø There has been some softening in consumption and sentiment (e.g., weaker retail sales, worth monitoring closely. 2. AI as a new cycle driver: capex, computing power, manufacturing renaissance Ø AI is described as a powerful economic engine in today's environment, driving a surge in business investment and data-center buildouts. Ø AI demand is a catalyst for manufacturing and industrial activity, with knock-on effects beyond just mega-cap technology space. Ø However, what consumers/businesses say they're going to do might differ from what they actually do, so tracking hard activity data will be key. 3. Earnings power and market breadth: Stocks have tended to follow profits over time Ø A broad-based boom in corporate profits has been supporting the equity market in recent quarters, extending beyond just the big mega-cap tech stocks, Ø For example, “old economy” segments of the market (notably, the energy and financials sectors) have been delivering strong earnings growth as well. Ø Similarly, recent equity market performance has also broadened, with several areas outside the U.S. large-cap growth space doing comparatively better. 4. Market valuations and the risk of “great expectations” on the part of investors Ø While equity valuations had been stretched earlier this year, price/earnings (P/E) multiple expansion has been moderated by stronger corporate earnings. Ø The key risk: If earnings growth and AI-related capex were to slow, areas of the market currently priced for favorable outcomes could respond negatively. Ø The portfolio implication for investors: Stay diversified across and within asset classes, try to avoid “overconcentration” in a single market sector or theme. 5. The direction of interest rates and the monetary policy “wildcard” Ø There's tension between AI hyperscalers' large funding needs (debt/equity issuance) and the risk that central banks could drain market liquidity if inflation reignites. Ø The U.S. Federal Reserve (Fed) policy backdrop is uncertain, with bond markets potentially pricing in rate outcomes that may not match incoming economic data. Ø Rising long-end yields are important in the context of bond market supply/demand dynamics, with investor attention shifting toward private/AI-linked issues. 6. Fixed income: Yields are more attractive, but patience and positioning matter Ø Many bond yields have drifted higher amid inflationary concerns, but investors often wait too long to rebuild their fixed-income portfolio exposures. Ø In credit markets, even with spreads tight, the absolute yield levels have become more attractive, but there could be bouts of rate-driven volatility. Actionable takeaways for Canadian investors · Be alert to potential investment opportunities. Even if economic growth is choppy, corporate earnings and market leadership can still support risk assets. · Diversify by business exposure, not just geography. In today's markets, global diversification can still leave your portfolio overconcentrated in the AI supply chain. · Participate in the AI theme, but manage concentration risk. Maintain AI exposure while being realistic about equity valuations, capex sensitivity, and other factors. · With yields having risen, revisit the portfolio role of bonds. In particular, using high-quality fixed-income assets more intentionally may be beneficial. · Use credit selectively for income. Even with spreads tight, consider allocations to higher-yielding credit market sectors, but stay mindful of the risks. · Links & Resources Listen to the episode: Investments Unplugged Podcast Learn more about Manulife Investments: Manulife IM Canada Share & Subscribe If you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy.
Mortgage rates could face new upward pressure as Treasury yields surge to their highest level since early 2025. Rising oil prices are fueling new inflation concerns, while investors are sharply increasing their bets on a September Fed rate hike. Kathy Fettke explains what's driving the bond market selloff, why the 10-year Treasury matters more to mortgage rates than the Fed's short-term rate, and what it could mean for real estate investors and the housing market. Source: https://finance.yahoo.com/economy/policy/articles/global-bond-yields-surge-oil-100600156.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAK3iDWHxDOdFHWKwVyBdoDY2XZh2tGv7MSW5mWw6Xdp6n3vBqv65AROS2DL3s8CorQgItGfGC9A4eqM8L13ufmVEnWh4pPJxPp11z5nqqTYl6dIY01KXqzc7Zv-KcD5Iuq4qbcwEdGlvm6dyJU9MJb30A-QryuU8O2uDe8bRQ0Ya
MRKT Matrix - Thursday, September 3rd Dow jumps 600 points, heads for best day in a month as yields fall (CNBC) Nvidia Agrees to Buy AI Platform Hugging Face for $13 Billion (WSJ) Crusoe Signs Roughly $13 Billion AI Cloud Deal With Jane Street (Bloomberg) Liz Looks at: Why Markets Flail in Fall (SoFi) August jobs data expected to show labor market 'cooling, not cracking' (Bloomberg) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand. In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years. Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Wednesday, September 2nd Stocks rise for first time in four sessions as Treasury yields take breather (CNBC) Nvidia and CrowdStrike Develop New Cybersecurity AI Models (WSJ) Nvidia-Backed Anthropic Inks $35 Billion Deal. Just Don't Call It ‘Circular Financing' (Barrons) AI frenzy means that debt can be interest free (Axios) OpenAI's Advertising Business Hits $1 Billion Annualized Revenue Run Rate (The Information) Berkshire's Abel Sees Opportunity in Data-Center Energy Demand (WSJ) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
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Global bond yields climb as investors weigh fiscal concerns, sticky inflation and higher energy prices. Plus, AI demand drives a massive Dell server beat as markets look to Broadcom and signs of a software rebound. Later, Venezuela's oil ambitions face a long road as renewed Middle East conflict keeps pressure on global supplies and commodity prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bond Yields Soar, Triggering Global Panic! Stock Crash Imminent? EU To Nationalize Private Bank Accounts, Creating Dreaded “Unified Ledger!” Things Are Moving FAST! Tune In NOW As Alex Jones Reveals The Insane Truth
This week's indicators: EV sales sputter in North America but flutter internationally; U.S. Treasury Yields … RISE!; a low-budget movie so terrible, it became a box office hit in China. Fact checking by Julia RitcheyYour Next Listen — The story of China and Hollywood's big-screen romanceConnect with The Indicator — Sign up for The Indicator's weekly newsletter! — Buy the Planet Money book — Find our socials, YouTube and more! — For sponsor-free episodes, subscribe to NPR+Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show's perks include sponsor-free listening. Learn more at plus.npr.org.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
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