We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plus, take an inventory of tariff announcements, preview next week’s inflation readings, and reflect on recent equity market volatility. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Offi ... Show More
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
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Sep 26
Business Rundown: The President's Latest Tariff Plan
The Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures index, showed on Friday that prices increased in August, rising 0.3%, and the annual rate moved up to 2.7%. This data from the Commerce Department comes as the Federal Reserve tries to navigate ... Show More
17m 5s
Feb 2021
779,000 Americans filed new unemployment claims last week. Deutsche Bank reports first profit in six years. Janet Yellen holding talks on last week’s market volatility.
Julia Chatterley is live from New York. Here are the top business news stories today! Stubborn recovery - 779,000 Americans filed new unemployment claims last week. Deutsche back! Deutsche Bank reports first profit in six years. Reddit related regulation! Janet Yellen holding tal ... Show More
46m 20s
Aug 25
ICYMI: US New-Home Sales Exceed Forecast Following Upward Revision
Sales of new US homes exceeded forecasts in July after an upward revision to the prior month, as prices eased and heavy incentives enticed more buyers off the fence. Contract signings on new single-family homes ticked down to a 652,000 annualized rate, with the strongest demand i ... Show More
8m 8s
Sep 5
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ... Show More
42m 7s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with the S ... Show More
11m 43s