Get the app
Help
Download the app
Anghami Plus
Browse content
Moods and genres
Podcasts
OSN Plus
Jul 2025
9m 8s
Interest rate debate
SEEKING ALPHA
Play for free
About this episode
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation
concerns
(7:12). Stocks continuing overall melt up (8:00).
Show links:
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King
Episode transcripts:
seekingalpha.com/wsb
Sign up for our daily newsletter
here
and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at
seekingalpha.com/subscriptions
.
Up next
Today
Will Burry or BABA invigorate a short week?
Alibaba reports earnings Tuesday: time or <a href="https://seekingalpha.com/article/4846924-alibaba-ai-boom-quietly-rewriting-narrative-rating-upgrade?source=wsb_podcast:will_burry_or_baba_invigorate_a_short_week" target="_blank" rel="noreferrer noopener">buy</a> or <a href="http ...
Show More
4m 19s
Nov 21
Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge
Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). Septemb ...
Show More
12m 42s
Nov 21
Brewing U.S. relief with Brazil beans
Trump <a href="https://seekingalpha.com/news/4524736-trump-drops-40-tariffs-on-brazilian-beef-coffee?source=wsb_podcast:brewing_us_relief_with_brazil_beans" target="_blank" rel="noreferrer noopener">drops 40% tariffs</a> on Brazilian beef, coffee amid rising food prices. (00:22) ...
Show More
5m 22s
Recommended Episodes
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
Aug 25
Jerome Powell opens the door to interest rate cuts
Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In response, stocks, bonds, gold, and crypto assets surged, while the US dollar has fallen. Asian equity markets are following Wall S ...
Show More
11m 5s
Sep 11
New record closing and intraday highs for US stocks
US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ...
Show More
15m 27s
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ...
Show More
12m 1s
Apr 2025
Markets Rebound After Monday’s Drop… And Netflix Streams Higher 4/22/25
<p>Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ...
Show More
48m 31s
Oct 13
Stocks Rally As China Trade Fears Diminish… And Bank Results Ready To Go 10/13/25
<p>Stocks bouncing back after Friday’s sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today’s rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for ...
Show More
43m 43s
Sep 17
It’s Fed day!
Yesterday brought a mixed set of signals across global markets. We saw unexpected optimism from Germany, developments on the US–China trade front, stronger-than-expected US retail sales figures, and mounting anticipation ahead of the Federal Reserve’s interest rate decision. Equi ...
Show More
13m 39s
Mar 2025
Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more
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 ...
Show More
14m 17s
Sep 10
Higher ground – equities rise on rate hopes and merger activity
Stocks in the US hit another all-time high on expectations that the Federal Reserve will fight the slowdown in jobs growth with interest rate cuts. US inflation data out today and tomorrow will be the next test for markets. The Anglo/Teck ‘merger-of-equals’ creates a premier glob ...
Show More
18m 27s
Aug 21
A significant intra-day reversal in US technology stocks
The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ...
Show More
11m 38s