Episodes
-
US Joins Global Bond Rout, China Military Showcase, Poland’s Paralysis
The global bond market is experiencing heightened volatility, led by rising long-dated yields due to increasing government debt concerns.
-
BONUS EPISODE: UK 30-Year Bond Yields Hit 1998 High - What Now?
UK 30-year bond yields have reached their highest level since 1998, reflecting global market trends.
-
Gold Hits Record High, Nestlé CEO Affair Exit, Lab Diamond Pressure
Gold has reached record high prices driven by expectations of Federal Reserve rate cuts and economic volatility.
-
Xi, Modi & Putin Make Nice, Italy-France Tax Spat, A €2 Trillion Headache
Modi's diplomatic trips aim to reinforce India's positioning amidst global trade tensions.
-
Daybreak Weekend: Jobs Report, European Banking, China's Technology Battle
The upcoming August jobs report in the U.S. will provide crucial information for understanding Federal Reserve policy and expectations surrounding interest rate cuts.
-
No Putin-Zelenskiy Meeting, Waller Sees Sept Cut, Reform Lures Lobbyists
A meeting between Putin and Zelensky is unlikely as tensions in Ukraine escalate.
-
Nvidia Underwhelms, $1.5 Trillion on Defense, Europe Warms To EV’s
Nvidia's revenue forecast indicates slowing growth in AI, causing investors to reassess their expectations.
-
Fed’s Cook Vs Trump, Bond Surge Pressures France & UK, Data Crisis Deepens
President Trump's legal battle with Fed Governor Lisa Cook could challenge the independence of the Federal Reserve.
-
Trump Says He's Firing Fed’s Cook, France Selloff, EU Tariff Struggles
President Trump has attempted to fire Fed Governor Lisa Cook, raising concerns about the independence of the Federal Reserve.
-
Daybreak Weekend: Nvidia Earnings, Medef Conference, BOK Decision
Federal Reserve shifts toward potential interest rate cuts, indicating cautious optimism amid a cooling labor market.
-
Private Credit Fears, All Eyes On Powell, Germans Embrace Stocks
Default rates in the private credit market may be underestimated, posing potential risks.
-
Fed's Cook Won't Be 'Bullied', Possible UK Home Tax, Vape Ban Failings
Federal Reserve Governor Lisa Cook remains determined to stay at her position despite political pressures and allegations against her.
-
Record Rally Splutters, High Cost Of Firing CEOs, European Overtourism
Global stock markets have paused amidst a selloff in major technology shares, raising questions about market sustainability.
-
Putin-Zelenskiy Possible Meet, UK Yield Tops Truss High, Desert Ski Resort Woes
Pursuing a summit between Putin and Zelensky could be pivotal for easing tensions in the Ukraine conflict.
-
Allies To Plead With Trump, FTSE CEO Pay Record, Apollo’s Wizardry
Zelensky's discussions with Trump focus on ensuring Ukraine's interests are prioritized amid pressures from Russia.
-
Daybreak Weekend: Retail Earnings, European Banking, Japan Eco
Walmart is expected to showcase strong earnings due to its robust value proposition and market execution.
-
Putin-Trump Alaska Meeting, London Job Losses, Football's Private-Debt Boom
The Trump-Putin meeting in Alaska centers on the war in Ukraine and potential economic agreements.
-
Bond Rally Extends, Trump Delivers Putin Warning, Orban’s Grip Slipping
US Treasuries are anticipated to see interest rate cuts in the near future due to changing market sentiments.
-
Stocks Hit Record High, Trump Targets Goldman, Mega-Batteries Mega Trade
Global stock prices have surged as investors anticipate a Federal Reserve interest rate cut.
-
China Tariff Hike Averted, Oasis Inflation Driver, Global US Data Addiction
The US and China are maintaining a fragile economic equilibrium with the extension of tariff pauses.
Follow this show on AudioBrevity and new episodes get summarized for you. Create a free account