Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election| Listen on Anghami

Jan 16

The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup

This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follo ... Show More

51m 45s

Jan 14

The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell

In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism. We also dig into the emerging political horseshoe, tariffs, and China’ ... Show More

52m 48s

Jan 9

Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup

This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in ... Show More

53m 28s

Aug 2024

The Fed Makes Its Biggest Mistake Yet - Ep 976

Market Turmoil, Political Drama, and Economic ForecastsPeter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention, and Robert K ... Show More

55m 3s

Jun 2025

FOMC Preview with Frank Sorrentino

With Federal Reserve officials signaling an extended hold on interest rates, investors and economists will look to Chair Jerome Powell this week for clues on what might eventually prompt the central bank to make a move, and when.A fourth straight meeting without a cut could provo ... Show More

11m 30s

Mar 2025

Fed Holds Rates Steady, Cuts 2025 Growth Projection

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Veronica Willis, Global Investment Strategist at Wells Fargo Investment Institute, discuss Federal Reserve officials holding their benchma ... Show More

47m 34s

Aug 2025

Dollar Drops, Gold Rises as Trump Ousts Fed's Cook

The dollar dropped and gold gained after President Donald Trump removed Federal Reserve Governor Lisa Cook, raising concerns about the independence of the central bank. A gauge of the dollar retreated 0.3% as Cook will be removed from the position effective immediately, according ... Show More

19m 43s

Sep 2025

Business Rundown: Is the Job Market Really as Bleak as the Fed Thinks?

When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ... Show More

20m 25s

Sep 2025

The Drama at the Fed as It Debates Cutting Rates

The Federal Reserve faces a pivotal choice this week: cut interest rates to boost a cooling labor market, or hold firm to keep inflation in check. WSJ's Nick Timiraos breaks down the Fed's debate and high-stakes maneuvering as President Trump pushes to expand his influence over t ... Show More

18m 54s

Oct 3

Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money

We're used to talking about the Federal Reserve changing "benchmark interest rates." But the mechanics of how the central bank actually tightens or loosens policy are a lot more nuanced. For years now, the Fed's been doing this through the federal funds market — where US banks le ... Show More

27m 30s

Sep 2025

Fed Cuts Rates by Quarter-Point; Powell Cites Weakness in Jobs

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borr ... Show More

39m 20s

Oct 1

Government shutdown begins, gold surges, Nike and Buffett deals

The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and inflation data critical for the Fed’s next moves. Markets opened Q4 lower, with futures and the dollar slipping while gold rallies ... Show More

22m 55s

Following The "Fed Breadcrumbs" | Nick T...