Assorted business sentiment opinion polls are published, in an otherwise quiet data calendar. This, unfortunately, means that the surveys will get more attention than they deserve because talking heads have little else to talk about. Political polarization and biases in news cycles have depressed sentiment, which has tended to underperform economic reality.
Today
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Today
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Yesterday
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Nov 2023
The Media is Missing Something Big in Biden’s Bad Polling Numbers
Today’s episode is about the question of the moment in politics: the meaning of Joe Biden’s terrible polling numbers. Today’s guest is Nate Cohn, chief political analyst at the New York Times, where he does public opinion, polling, demographics, and politics. We talk about the no ... Show More
50m 41s
Oct 2024
Spotlight on the US Elections
Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More
6m 30s
Apr 2025
NPR Poll: Many Voters Give Trump Failing Grade
As Donald Trump approaches the 100th day of his second term, most voters are not impressed. Majorities disapprove of his performance on key issues, like immigration and the economy, and almost half give his overall performance an F on an A through F scale. Only a slim majority of ... Show More
12m 29s
Mar 2025
Poll: Majority Thinks Trump Is Making Changes Too Quickly
In a new NPR/PBS News/Marist poll, a majority of respondents think the state of the union is not strong, and that President Trump is moving too quickly in trying to reshape the federal government. This episode: political correspondent Sarah McCammon, senior political editor and c ... Show More
14m 20s